Overview:

Once you have activated a Sales Invoice Plan, certain key fields on the Opportunity Line Item become locked, specifically: Quantity, Unit Price, Discount, Create Sales Invoice Plan, and Sales Invoice Plan Template. To modify these fields, you must change the Status of the Sales Invoice Plan to “Draft.” If a Sales Invoice related to the Scheduled Sales Invoice has been generated, you need to delete both the Sales Invoice and the Batch Sales Invoice Job to revert the Sales Invoice Plan to “Draft” status. If the Sales Invoice is set to “Posted,” it cannot be deleted and must be adjusted through a Sales Credit.

Once you have activated a Sales Invoice Plan key fields on the Opportunity Line Item become locked. There are 5 fields locked, which are:

1. Quantity
2. Unit Price
3. Discount
4. Create Sales Invoice Plan
5. Sales Invoice Plan Template

In order to change these fields, you are required to change the Status of the Sales Invoice Plan to “Draft”

If the Sales Invoice related to the Scheduled Sales Invoice has been generated, you would need to delete the Sales Invoice and the Batch Sales Invoice Job in order to set the Sales Invoice Plan to “Draft” status.

If your Sales Invoice is set to “Posted” then you are no longer able to delete the Sales Invoice and therefore would need to handle the change via a Sales Credit.

Activating a Sales Invoice Plan locks key fields on the Opportunity Line Item, such as Quantity, Unit Price, Discount, Create Sales Invoice Plan, and Sales Invoice Plan Template. To modify these fields, the Sales Invoice Plan must be set to “Draft” status. If a related Scheduled Sales Invoice has been generated, both the Sales Invoice and Batch Sales Invoice Job must be deleted to revert to “Draft.” If the Sales Invoice is “Posted,” it cannot be deleted and must be adjusted with a Sales Credit. Learn more about batch sales invoices in Zumzum Financials.