How to Update a Sales Order

Once a Sales Order is created, any edits should be made through the Update button located on the Sales Order screen. This button allows you to edit the Contact field as well as update the various other fields on the line item level.

Although some updates can be changed directly from the Sales Order screen, these updates will not appear on the individual Product Line Items. Therefore, using the Update button is recommended so that changes are updated on the entire Sales Order.

1. On the Finances tab, in the Sales Order group, click Manage. The Sales Order Data Management Center will appear.

2. Double-click on the Sales Order you would like to open.

3. Click the Update button located in the toolbar. The Sales Order Update screen appears.

Figure: Sales Order Update Screen

4. In the New Value column, enter the new Contact ID, Date, Sales Rep, Tax Rate, Discount Rate and/or Sales Opp/Project information as necessary.

5. Click the Update Transaction(s) and Exit button.

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1. On the Finances tab, in the Sales Order group, click Manage. The Sales Order Data Management Center will appear.

2. Double-click on the Sales Order you would like to open.

3. Click the Update button located in the toolbar. The Sales Order Update screen appears.

4. In the New Value column, enter the new Contact ID, Date, Sales Rep, Tax Rate, Discount Rate and/or Sales Opp/Project information as necessary.

5. Click the Update Transaction(s) and Exit button.

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