How to view and edit an order on Sage 300 CRM


  1. Select an opportunity.
  2. Click the Orders tab.  The Order Summary screen appears.
  3. Click the linked number in the Document Number column.  The order appears in the Order Entry screen
  4. Edit the order as needed, and when finished, click Post.

Sage CRM and Sage 300 are updated with the new information for the order.


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