Editing Vendor Direct Shipments

You can edit the sales order for a direct shipment, even after you pay the vendor. This lets companies that promptly pay vendors make later adjustments to sales orders. For example, you may need to edit the sales amount or tax exempt information.

Note: If the purchase order side of the direct has been received, you can no longer change the ship from vendor on the order.

You are prompted when opening a direct order that has been paid or is in a closed accounting period. You must be authorized to continue past the prompt. You can edit customer pricing and other information, but you cannot edit anything that affects COGS or Cost. This topic lists the field information you can edit.

Note: If you change a direct order that contains return items on it into a regular sales order, the system prompts you to review and change the return type for those items.

To edit a vendor direct shipment:

1. Open a vendor direct sales order for editing and display the order's Body tab.

2. Edit any of the following:

• Customer pricing information, which does not affect COGS or Cost. For example, change a list price, unit price, or net price.

• Subtotals which only affects customer pricing (not COGS or Cost).

• Order comments including replacement product descriptions.

• Detail Lot Selection information. You cannot edit anything affecting COGS or Cost.

3. Select the order's Header tab, and then edit the fields as needed:

   • Ship To field information, including the ship-to customer.

   • Customer P/O # or Customer Rel # fields.

   • Phone Number field.

   • Payment Terms field.

   • Tax Exempt ID # field.

   • Picked by or Written by fields.

   • Out Salesperson or In Salesperson fields.

   • Shipping Instructions or Internal Notes fields.

   • Any field in the Additional Header Information window.

   • Salesperson Split Commission Percentage information.

4. Select the Totals tab, and then edit either of the following:

• Sales Tax field.

• Payment information.

Note: If you have the Update COGS On P/O When COGS Is Overridden On Invoiced Directcontrol maintenance record set to Yes, the system updates the COGS on the P/O side of an invoiced direct order to match the COGS set on the sales order.

5. Select the Status tab, and then edit either of the following:

• Print field for this generation. Use to change the print status.

• Ship Via field.

6. Save your changes and exit the order.

See Also:

Direct-Shipping Specific Line Items