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Administrator Guide
Last Updated: 2023-06-23
Troubleshooting: Unable to Edit Original Customer Invoice After Creating a Finance Charge Invoice

Troubleshooting: Unable to Edit Original Customer Invoice After Creating a Finance Charge Invoice

Workday prevents you from making any changes to the original invoice after you've already generated a finance charge invoice.
Cancel the finance charge invoice, edit the original invoice, and then generate a new finance charge invoice.
  1. Access the finance charge invoice that you're trying to change.
  2. From the related actions menu of the finance charge invoice, click
    Cancel
    .
  3. From the related actions menu of the original customer invoice, click
    Change
     to change the desired fields.
    Security:
    Process: Customer Invoice - Change
     in the Customer Accounts functional area.
  4. Access the
    Process Interest and Late Fees
     task to generate a new finance charge invoice.
    Security:
    Interest and Late Fee Event
     in the Customer Accounts functional area.
You need to edit large number of original customer invoices after generating a finance charge invoice.
You can first generate a finance charge report only to view the impacted customer invoices. You can also share the report with the customers to edit the original customer invoice before generating the finance charge invoice.
  1. Access the
    Process Interest and Late Fees
     task.
    Under the
    Calculation Process Options
     section, set the
    Output Options
     prompt to
    Reporting Only
    .
    Security:
    Interest and Late Fee Event
     business process in the Customer Accounts functional area.
  2. Access the
    Find Interest and Late Fee Calculation Runs
     report to find customer invoices with finance charges.
  3. (Optional) To share the finance charge information with your customers, create a custom report using the
    Customer Invoices
     report data source (RDS). Ensure to include the
    Generated By Interest And Late Fee Calculation Run
     field to identify finance charge invoices.
  4. From the related actions menu of the original customer invoice, click
    Change
     to change the desired fields.
  5. Access the
    Process Interest and Late Fees
     task to generate a finance charge invoice.
    Under the
    Calculation Process Options
     section, set the
    Output Options
     prompt to
    Create New Invoice for Finance Charges
    .