How to change the posting attribute on a document?

This article covers changing a posting attribute, such as Department or Cost Centre, on a posted document. The steps below use a Sale invoice as an example, but the same 'Corrections' path applies to other document types, including Purchase invoices, wherever posting attribute corrections are supported.

How to change a posting attribute on a document

1. Open the document you want to update. Depending on your screen, select the ellipsis (the three dots) or the 'More' menu, then select 'Corrections'
2. Select 'Posting Attribute'
3. In the 'Posting Attribute correction' window, complete the following fields:
   • 'Posting Attribute': select the attribute you want to change, for example 'Department'
   • 'Existing value': the current value you want to change, for example 'Sales'
   • 'Line number': the specific line to change. Leave this blank to apply the change to every line with that existing value
   • 'Include closed periods': tick this to update the posting attribute in closed periods. Financial years that have already rolled over are ignored
   • 'Clear value': tick this to clear the existing value instead of replacing it
   • 'New value': select the new value, for example 'Distribution'
   • 'Header' or 'Detail': choose whether the change applies to the document header or the line detail.
4. Select 'Apply'.

Once applied, the document updates with the new posting attribute settings.

When a posting attribute correction isn't available on a document

If the document is a Multi-co or Inter-co document with linked documents, the posting attribute correction isn't possible. In this case, 'Posting Attribute' no longer appears as an option under 'Corrections'.