How to save a document again according to the Software Certification?

Last changed in 02/11/2021

Professional

Executive

Public Sector

Omnia

Evolution

After saving the documents under the Software Certification, it is not possible to change data relevant for tax purposes. In these cases, when the document has already been printed, since it is automatically blocked for changes, it is necessary to edit the document and in the context operations, select the option Unblock.

Data that cannot be changed

In a signed sales document (certified), the following fields cannot be changed:

Data used to generate the signature

Document date;
Document saving date;
Document identification (Type, Series, Number);
Document total;
Previous document signature (if it is not the first document of the series).

Header data under the VAT code

Recipient name or company name;
Recipient tax residence;
Recipient tax ID number;
Currency and exchange rate;
Loading data
Unloadingexecution data.

Rows data under the VAT code

Quantity;
Item denomination;
Taxable base value;
Tax rate;
Tax amount;
Justification for not applying the tax;
Intracommunitary operation type;
References to the documents that originated the row.

If you wish to change fiscally relevant data, you can reverse it in order to cancel the document. The reversal consists in generating a document with contrary nature, allowing to cancel the values and postings involved (because they have contrary signs).

Reverse documents

To reverse documents created under the Software Certification, follow these steps:

Ensure that in Marketing & Sales | Sales | Resources | Tables | Sales Document, the document is configured to allow reversals;
Access Marketing & Sales | Sales | Documents:
Edit the document being reversed;
Access the option Reversal in the Context operations;
Specify the reversal reason;
Click Reverse;
Check if the created reversal document was specified.

If the document being reversed has the option Original document copy active, you can only reverse if the option Allows to insert from the editors is active.

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