Editing an Order

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Changing Payment Terms

Changing Tax Groups and Tax Classes for Order Entry Documents

Entering a Quote

Entering an Order

Before posting an active, future, or standing order, you can change it, cancel parts of it, or cancel the whole order.

After you post an order, you can change any part of the order except the order number, customer number, and any completed detail lines. More...

To edit an existing sales order:

  1. Open Order Entry > O/E Transactions > Order Entry.
  2. Specify the number of the order you want to edit.
  3. Make changes as needed. You can revise all information entered for the order except the order number and the customer number.

    For example, you can:

    • Add lines
    • Delete lines (unless you have shipped any quantities of any items)
    • Change item quantities
    • Change prices
    • Add comments or instructions
  4. Click Post.

Note: If you increase the quantity backordered on a shipment for a fully shipped order, Order Entry sets the order status to Incomplete.