Tech Tip: When Changing a Line Item’s Revenue Code Is Not Permitted

Q: I want to change the revenue codes on existing AR invoice line items. Sometimes, I can change the revenue code and other times I cannot change it. Why?

A: You cannot change a line item’s Revenue Code in the Create Invoice ► Line Item Details tab if any of the following conditions exist:

1. The item is not set to Allow Overwrite of Revenue Code (i.e., Revenue Code checkbox is not marked in the Inventory Maintenance ► Settings (1) ► Allow Overwrite area).
2. The invoice is from the RA module (RMA transaction).

Please note: The RA module is available only in the AccountMate for SQL and Express platform.