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Customer Forum

What shall I do when documents have been created using the wrong own organisation?

Workbooks Support Posted: 2014-06-11 15:28

Unfortunately once a document has been created and saved it is not possible to change the Own Organisation. Consequently, documents which have been created with the wrong own organisation will have to be marked as abandoned and recreated.  

To preserve accurate revenue reporting, it is advised that the line items of any erroneous orders and quotations are set to zero. Furthermore, if there are POSTED invoices which have used the wrong own organisation, a credit note will need to be raised against the invoice. Note that reporting will need to be across a combination of both invoices and credit notes to ensure the right figures.