Edit a payment

Goal

Adjust a supplier payment voucher after create when document-edit policy allows.

Who it is for

AP clerk (payments.manage).

Preconditions

• Payments post on create — there is no draft payment to “finish posting”.
• Updates are snapshot / allocation edits under DocumentEditPolicy. They do not silently re-post a second GL entry. Day-to-day corrections often mean a new voucher or allocation fix, not free rewriting of history.

Steps

1. Open the payment from Payments.
2. If edit is allowed, adjust allocations or permitted header fields and save.
3. If the voucher is locked, record a correcting payment/allocation path with your accountant rather than forcing edits.

Result

Allowed snapshot/allocation changes are saved, or you use a correcting voucher.

Related

• Lifecycle
• Troubleshoot