How to edit an existing sales order on Sage 300 Order Entry

Steps:

  1. Open Order Entry > O/E Transactions > Order Entry.
  2. Enter the number of the order you want to edit (you can manually enter a number, or you can select a number using the Finder).
  3. Make changes as needed. You can revise all information entered for the order except the order number, the customer number, and the Job Related option.
    • For example, you can:
      • Add lines
      • Delete lines (unless you have shipped any quantities of any items)
      • Change item quantities
      • Change prices
      • Add comments or instructions
  4. Click Post.
    • Note: If you increase the quantity backordered on a shipment for a fully shipped order, Order Entry sets the order status to Incomplete.

Support

If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.