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  13. Change a sales order

Change a sales order

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  1. Select the Work with sales orders menu item.
  2. You access Work with sales orders, Header view. Select the sales order you wish to update and click Change.
  3. You access Order header, main info. Note: You can access this panel in several ways, for example by clicking Order header on the Order lines panel. Almost all the information on the order header panel can be changed during and after the order entry.
    4. Currency
    You can only change this field before you enter sales order lines. This is because you can only have one currency per sales order.
    Firm alloc
    This field is only displayed if the FIRMALLO (Firm allocation) function is activated in the Function control file and is initially set based on the settings of the customer and sales order type as follows:
    • If firm allocation for both the customer and sales order type is set to YES, this field will automatically be set to YES.
    • If firm allocation for either the customer or sales order type is set to NO or both are NO, then this field will automatically be set to NO.
      Note You can also manually set an order to be firm allocated, i.e. you can change this flag to YES or NO before the order lines are registered, regardless of the settings for the customer and sales order type.

    Indicate if the order lines on the sales order are to be firm allocated (i.e. automatically allocate stock for the customer if the dispatch date is within the time horizon and the entire quantity is available). See Automatically create and confirm sales order allocations (Firm allocation) for more information.

    Refer to the Panel help to get further information about each of the fields.

    Tip: By clicking Text you can define text applicable for the whole order. See Add text lines in Manually enter a sales order for text handling instructions.

    Complete your changes and click OK to update. Click the Shipping tab to access that panel.

  4. You access Shipping information, outlining the shipping details for the order, which are retrieved from various places.
    Surcharge
    You can only change this field if you are working with sales orders (debit). If you are working with credit orders, this field is protected. The reason is technical and is described in detail in the Panel help.

    Make your changes and click OK. Click the Other information tab.

  5. You access Other information. Depending on how the Iptor.com system is set up, different fields are displayed on this panel. Refer to the Panel help for further information. Make your changes and click OK. Click Back to return to the Header view panel.
  6. You access Work with sales orders, Header view. Select the order for which you want to change the address and click Addresses.
  7. You access Order addresses. The system defaults this information from the Business partner file for the customer. Four different addresses can be set up for this customer. These include:
    • Confirmation address: This is the address to where you send the order confirmation.
    • Delivery address: This is the address to where you ship the goods.
    • Invoice address: This is the address of the customer who is to receive the invoice document.
    • Debtor address: This is the adress of the debtor who is to pay the invoice.

    Select the address you want to change, e.g., Delivery address.

  8. You access Delivery address. You can change the following information:
    9. Address number
    You have two options from which to choose. You can:
    • enter the address number for this customer and click OK. The system displays the address in the Address field.
    • enter 999 in this field and manually enter an address for this order in the Address field.

    Note: You can also define a specific delivery address for an order line, which deviates from the delivery address for the order. This is done by clicking the Delivery address option from the Order lines and/or Fast entry panels for the line. See Define a specific delivery address for the line in Manually enter a sales order for more information.

    The system defaults the values for the following fields from the Business partner file, Address file panel, if they exist. These fields are used in the Pick consolidation and Outbound shipments routines. You can change these values.

    Route
    Enter a code from the Route table indicating the route to be taken when transporting the goods to this customer’s delivery address.
    Departure
    Enter a code from the Departure table indicating the time of departure for the entered route, when transporting goods to the customer’s delivery address.
    Destination
    Enter a code from the Destination table indicating the destination of the route to the customer’s premises when transporting goods to this customer’s delivery address.
    Shipping agent
    Enter a code from the Shipping agent table indicating the shipping agent responsible for transporting the goods to this customer’s delivery address. This information is used in the Pick consolidation, Outbound shipments, and Freight document handling routines.
    Sourcing policy
    Optional entry. Enter a code from the Sourcing policy table indicating that the goods should always be delivered to this customer’s delivery address.
    Note: The sourcing policy entered in this field is an exception and overrides the definition made for the customer in the Customer file.

    Complete your changes and click OK to update. Click OK until you return to the Work with sales orders, Header view panel.

  9. You access Work with sales orders, Header view.

    10. Change order line

    You can choose from the following alternatives:

    • Click the Fast entry option to access the Fast entry panel where you can change several order lines at one time
    • Change the line via normal Order line entry, which is described below.
    1. Select the order for which you want to change lines and click Lines.
    2. You access the Work with sales orders, Order lines panel. Select the order line you want to change and click Change. Note: To change the quantities for items in an order line that belong to an item matrix, see Add/Change sales order lines for items in an item matrix for instructions.
    3. You access Order line, main info. Note: The fields you can change depend on the status of the order line.

      4. Note: If any order lines, with an existing price, are to be given to the customer free of charge, set the FOC field to YES. The system will keep the existing price, if you do not manually change the price to zero (0). The invoice will display the price that the customer would normally pay but it will not, however, be included in the total invoice amount.

      Refer to the Panel help to get further information about each of the fields on this panel.

    Additional info
    You can view additional information for the order line via the Additional info 1 and Additional info 2 panels. Click the appropriate tab. Refer to the Panel help to get further information about each of the fields on these panels. Make your changes and click OK to update the information.

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