Introduction
Welcome to this user-friendly guide on how to edit a submitted document in Empress. This feature is incredibly useful for businesses as it allows for the correction of errors or updating of information after a document has been submitted. This ensures your business records remain accurate and up-to-date.
Feature Name: Edit Submitted Document
This feature is ideal for situations where details in a document need to be updated or corrected. Please note that the ability to cancel and edit a document depends on your user role and permissions.
Step 1: Cancel the Submitted Document
To edit a submitted document, your first step is to cancel it:
- Locate the Cancel button in the upper right corner of the submitted document’s screen.
- Click the Cancel button.
Step 2: Amend the Document
Once the document is cancelled, you can amend it:
- The Amend button will become visible after you cancel the document.
- Click on the Amend button to make your document editable.
Step 3: Save and Resubmit the Document
After you’ve made the necessary changes, you can save and resubmit your document:
- Click on the Save button to save your changes.
- Click on the Submit button to resubmit your amended document.
Special Note for Linked Documents
If your document is linked to other documents (for example, a Delivery Note and Sales Invoice linked to a Sales Order), you’ll need to cancel the linked (or “dependent”) document before you can cancel the main (or “parent”) document. After cancelling the linked documents, you can amend, save, and resubmit the main document.
Conclusion
The Edit Submitted Document feature in Empress provides a structured, systematic way to manage your business documents. By following these steps, you’ll be able to keep your records accurate, timely, and organized. For further guidance, refer to the Empress user manual or contact our support team. Remember, accurate record-keeping is vital to your business’s success!