Change an Existing Sales Order
Overview
Before posting an active, future, or standing order, you can change it, cancel parts of it, or cancel the whole order.
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.
After you post an order, you can change any part of the order except:
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The order number.
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The customer number.
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Completed detail lines.
You can add new detail lines to an order at any time — even if the order is completely shipped and invoiced.
You can delete any detail lines that have no items shipped, and you can change the outstanding amounts of any detail lines that are partially shipped.
Multicurrency tax groups. If you use multicurrency accounting, you can change the tax group only to another tax group that uses the customer's currency.
To change an existing sales order:
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Use the Order Entry form to display the order that you want to edit.
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Open Order Entry > O/E Transactions > Order Entry.
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Type the number of the order you want to edit, or select it from the Finder.
Click here for help on Order Entry fields.
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Enter the changes you need to make. You can change everything you entered originally, but the order number, customer number, and whether the order is job-related.
For example, you can add lines, delete lines (unless you have shipped quantities), change item quantities, change prices, add comments or instructions, etc.
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Click Post to post the changes.