Editing Sales Order Details

After entering a sales order, you may need to review it or make changes to it. If the order is being picked or is now in a closed accounting period, the system may warn you about making changes, or prevent you from making changes altogether. If this happens, you can use the credit and rebill feature to make the necessary changes.

The following instructions describe how to locate an order and how to review or edit the order's details once you find it.

To locate an order:

From the Orders menu, select Sales Order Entry to display the Sales Order Entry Body screen.
In the PrcBr field, if accessible, type the number that identifies the branch that receives credit for the order.
In the Ship To field, enter all or part of the customer's name to do one of the following:

Note: If you entered the order recently, you can instead press F10 and select the order from the quick access list.

If...	Then...
the order selection screen displays	continue with the next step.
the Customer Primary Index list displays	select the customer from the list and press Enter to display the order selection list.

Do one of the following things to locate the order:

To...	Select...
enter criteria to search for the order	Search
display a list of recent bids	Bids Select a bid from the list.
display a list of recent orders that have been invoiced	A/R Items Select an A/R item from the list.
display an open order	an order from the list. If the customer gave you a purchase order number, it displays next to the ship date. The system uses -Dir after the sales order number to identify direct shipment orders.

Note: When entering customers with large numbers of transactions, a similar Fast Select Options screen displays instead. You can select any of the following options from this screen: New, Open Items, Search, Lot Bids, Bids, or A/R Items.

Press Enter to display the order on the Sales Order Entry Body screen.

To review or edit sales order details:

Open the order.
Review or edit the following fields, as needed:

Note: Some fields are view-only.

Field	Description
Bill To	The address to which to send invoices. You can edit this information only in Customer Maintenance.
Ship To	The address to which to ship the products. You can edit this information on the Sales Order Entry Header screen.
Qty/Unit	The amount of the item to sell, and its proportions as it is packaged for sale, such as 1 each (ea), 1 box (bx), or 1 case (cs).
Product Description	A statement that identifies the item to sell. You can change to a different product or enter a more meaningful replacement description. Note: When adding products to an order, the system can be set up to re-check product availability and customer credit if an invoice or ship ticket has already printed.
Order #	A letter S followed by a series of unique numbers that identifies the sales order.
Stat	The current status of the order. You can edit this field on the Sales Order Entry Status screen.
PrcBr	A number that identifies the branch where the sales order was written.
ShpBr	A number that identifies the branch from which the order will ship to the customer. You can edit this information on the Scheduling screen.
ReqrDate	The date by which the customer must receive the order. You can edit this information on the Sales Order Entry Status screen.
ShipDate	The date the order is scheduled to ship to the customer. You can edit this information on the Ship Dates screen.

Note: When an item is deleted from a sales order and that item is currently on an open purchase order, you can set up the Notify Buyer When Canceled Item Is On An Open Purchase Order control maintenance record to notify the writer of the purchase order via a tracker.

Change the screen view to review or edit other order information, as needed.

Note: Some column views require authorization to view.

If you need to make changes on the order's Header screen, use the Header hot key.

Note: Only some Header screen fields can be changed when an order is in a closed accounting period. With proper authorization, the following fields can be changed: Shipping Instructions, Internal Notes, Ordered By, Phone Number, Customer P/O #, Customer Rel #, and Batch ID. For more information, see Setup Requirements for Sales Order Header Information.

Use hot keys, as needed, to edit other information.
Press Esc to display the Sales Order Entry Status screen and change shipping details, as needed.