Can I change values on an accounting line when the document has been “Final” approved?

There is no way to update a Chart of Accounts (COA) element (ex: Appr Unit) on an accounting line that has already been submitted, approved, and finalized.  In order to apply a new accounting string in this scenario, the original line will need to be liquidated and a new accounting line with a new COA string will need to be inserted into the Accounting section of the document in its place. 

If no payments have been made against the accounting line, the amount in the “Line Amount” field (under the “General Information” tab of the accounting line) will first need to be reduced to 0.




A new accounting line will need to be created for the previously liquidated line with the new COA string and the full amount of the previous line entered in the “Line Amount” field. 

If payments have already been made against the accounting line, then the finalized line will need to be reduced to the amount in the “Line Closed Amount” section of the accounting line.

Before


Once that has been done, a new accounting line will need to be created for the new COA string and the amount that has yet to be paid will need to be entered in the “Line Amount” section of the new accounting line.   This amount can be found in the “Line Open Amount” section of the Accounting line (before it is reduced.)