This procedure applies if you wish to make a change to a Voucher record, but no change is (was) needed in the billing record. To apply revisions to a voucher, the User who is logged on must have permission through a Custom Setting (Govt Billing, Revision, True). For more information, see Custom Settings.
To apply/print voucher revisions:
- From the Accounts Receivable main menu, click Government Vouchers.
- Enter the Voucher # in the Lookup field, or use the Find Feature to locate the Voucher.
- Once the Voucher is displayed, notice the green Voucher Status changes from Not Saved to Saved (or Revised and Saved). The Billing Details Status is Saved (or Revised and Saved).
- Make the necessary changes to the Voucher. Tab off of the field(s) containing changed information. Notice the Status in the Voucher record is now Revised, not Saved, and the Billing Detail Status still shows Saved.
- Click the Apply Revision button. Once you Apply changes (whether or not you print), the green Voucher Record status updates to Revised and Saved. The Date Changed and User Name Changed fields are updated. You may Preview or Print the form, or repeat the process and print revisions in batch mode. For more information, see Creating and Printing Vouchers in Batch Mode.
Note: If the User who is logged on does not have the proper permission through a Custom Setting (GovtBilling, Revision, True), this button is not visible, and Applying Revisions is not permitted.
- Once the printing process has completed, select Yes to mark the Voucher record as printed; select No to terminate the print process (since you did Apply the revision, the Voucher Status is still considered as being Revised and Saved.