ArticlesArticles Most Helpful ArticlesMost Helpful Articles Language SettingsLanguage Settings LoginLogin
RSS Feeds
DrillDown Icon Table of Contents Back
 . . . . . . . . . . . . .
DrillDown Icon Sales
DrillDown Icon Sales Management
DrillDown Icon Sales Order Management
DrillDown Icon Prerequisites
DrillDown Icon Introduction
DrillDown Icon Fields & Definitions
DrillDown Icon How To .....
DrillDown Icon Find a Sales Order
DrillDown Icon Edit A Sales Order
DrillDown Icon Add a Sales Order
DrillDown Icon Cancel a Sales Order
DrillDown Icon Delete a Sales Order
DrillDown Icon Link User Defined Fields to a Sales Order
DrillDown Icon Reports
DrillDown Icon FAQs
DrillDown Icon ManEx Minutes (SO)
DrillDown Icon Upload New Sales Orders
DrillDown Icon Customer Order Status
DrillDown Icon RMA Management
DrillDown Icon Sales Price List Information
DrillDown Icon Customer Information (CI)
DrillDown Icon Sales Representitive Information (SR)
DrillDown Icon Inventory Management
DrillDown Icon Material Planning
DrillDown Icon Production
DrillDown Icon Quality/Engineering
DrillDown Icon Administration
DrillDown Icon Accounting
  Email This ArticlePrint PreviewPrint Current Article and All Sub-Articles
 
Edit A Sales Order

Find a Sales Order, it may be edited by selecting the Edit Action button, then entry of the password. All fields available for editing will be enabled for modification.

Sales Order tab -  The user may add a new product, part or miscellaneous item. The user may delete an entire line item. The user may Issue a Work Order (if one hasn't already been issued). The user may change the quantity ordered, add or change the amount reserved or change the line status.  To remove a project number from the project field, ,by right clicking on the field.   (Note:  If a SO for example has three line items and user deletes only line item 01 user will NOT be able to re-use this line item when adding a new line item to this SO.  The system will use the next line item which would be line item number 04 in this example).  

Schedule tab - For the Line Item selected, the user may add or delete a scheduled delivery, change the 1st Due Date, or the Transit Days.

Pricing tab  - For the Line Item selected, the user may edit the Price, Sales Type, Tax, Lot Charge, Commissions info, Add or Delete a line.    

The Price Markup field is NOT editable within the Sales Order screen. This information defaults in from the Sales Price List Information module.

The Customer Sales Discount field is NOT editable within the Sales Order screen. This information defaults in from the Customer Information module.



WO List  -
  This screen is view only. 

 
 

Billing tab  -  The user may change the Customer address and/or add a Credit Note.



Shipping tab -
The user may edit or Add a New Ship To address, select a different Attention, FOB, Ship Via, and/or select a different Delivery Time from the pull down.  Note:  The user is able to edit or change the Cust Account No to match any special Ship Via pertaining to the specific order within the SO Shipping screen without the changes affecting the Customer Information module or any other pre-existing orders.
 


Notes tab -
The user may add or change the Sales Order Note and/or the Sales Order Acknowledgement Footnote



At the conclusion of the modification process, the user may either depress the Save  action button to save the changes or depress the Abandon changes action button to cancel changes, located at the top of the screen.
 
The following message will be displayed to the user if a WO is linked to the SO:




NOTE:  The link is for reference only between the two modules and they are still individual records so when any changes are made to either the SO or the WO the change will NOT update or be carried forward to the other.
 
 
Article ID: 4090