Editing 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...

  • You can add new detail lines to an order at any time—even if the order is completely shipped and invoiced.
  • You can delete detail lines, provided no items on the order have been shipped.
  • You can change the outstanding amounts of any detail lines that are partially shipped.
  • If you use multicurrency accounting, you can change the tax group to another tax group that uses the customer's currency.

If you use Payment Processing and have pre-authorized a credit card payment, you can also capture (process payment for) the pre-authorization before posting it. For more information, see Capturing a Pre-authorized Credit Card Payment.

To edit an existing sales order:

  1. Open Order Entry > O/E Transactions > Order Entry.
  2. Enter the number of the order you want to edit (you can manually enter a number, or you can select a number using the Finder Finder button).

  3. Make changes as needed. You can revise all information entered for the order except the order number, the customer number, and the Job Related option.

    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.