Editing a Sale Order

A Sale Order transaction may be edited if it is incompleted. ie If it is held in a 'Planned' or 'Confirmed" state.

The procedure for editing a Sale Order is as follows:

1. Select Customer. Enter the Customer name, or click on the ? button to Select [F3].
2. Click on the "Select" button at the bottom of the screen to display the list of available transactions.
3. Click to highlight the appropriate Sale Order transaction. (It will either be showing as Planned or Confirmed).
4. Select [F3].
   • If a confirmed transaction is selected, Edit Confirmed Sale Order Yes/No? - answer Yes.
   • Concord will not permit the edit of a confirmed transaction that now has a another transaction raised from it, such as a Sale Invoice.

   

4. Edit details as required, by clicking on the appropriate box to change, or Add or Delete lines as necessary.

5. Process [F9], and select options as already set out in the section "Creating a new Sale Order" section within this chapter.