Edit Sales Order after submitting

ERPNext User Forum
1
What are the steps/permissions for editing a Sales Order (or any record in general?) after it is submitted? 

My case in point is that we need to change the delivery address on a Sales Order that is already submitted.

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2
Check the "allow on submit" of the field in "Personalize Form" to allow edit a fiel if the doctype is already submited.


2014/1/9 Jev Björsell <eb...@gmail.com>
What are the steps/permissions for editing a Sales Order (or any record in general?) after it is submitted?

My case in point is that we need to change the delivery address on a Sales Order that is already submitted.

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Maxwell Morais

Tecnologia da Informação
+55 11 3931-1412 Ramal 31

www.realizemodulados.com.br

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3
Thank you Max! Learning minimum ten things every day.
-Jev


On Thu, Jan 9, 2014 at 7:25 AM, Maxwell Morais <ma...@gmail.com> wrote:
Check the "allow on submit" of the field in "Personalize Form" to allow edit a fiel if the doctype is already submited.


2014/1/9 Jev Björsell <eb...@gmail.com>
What are the steps/permissions for editing a Sales Order (or any record in general?) after it is submitted?

My case in point is that we need to change the delivery address on a Sales Order that is already submitted.

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Maxwell Morais
Tecnologia da Informação

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4
This will make you a champion.

It is very old, but you can take some universal questions.


2014/1/9 Jev Björsell <eb…@gmail.com>

Thank you Max! Learning minimum ten things every day.
-Jev


On Thu, Jan 9, 2014 at 7:25 AM, Maxwell Morais <ma...@gmail.com> wrote:

Check the "allow on submit" of the field in "Personalize Form" to allow edit a fiel if the doctype is already submited.



2014/1/9 Jev Björsell <eb...@gmail.com>
What are the steps/permissions for editing a Sales Order (or any record in general?) after it is submitted?

My case in point is that we need to change the delivery address on a Sales Order that is already submitted.

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Maxwell Morais
Tecnologia da Informação

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Maxwell Morais
Tecnologia da Informação
+55 11 3931-1412 Ramal 31

www.realizemodulados.com.br

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5

Hi all, I understand that Header fields can be made editable on a Sales Order even after submitting. But I’m having an issue in adding new Products to an already submitted Sales Orders. This is necessary in case a Customer has a very long Sales Order and receives partial Deliveries. So the Sales Order has to be submitted in order to start converting the Products into a Delivery. However, the Customer might want to change some not yet delivered Products (Qty) or wants to add new Products to the existing Order.

Any idea how this could be made possible?

Thanks, David

6

@David_Stegnitz, it’s not possible, but you can Delivery and Order from Delivery Notes

7

Did you figure out how to do this? I need to be able to edit a product or price after submitting if the supplier comes back and no longer has that product or changes their price. Possible?

8

once the sale order is generated ,u can amend it by clicking on cancel button. then ucan change price and remove item from lines.

hope it Helps

9

Yes, that works as long as it doesn’t cancel the purchase orders that were generated from that sales order. ??

10

We often have sales orders with 15 suppliers on them. We generate all of the purchase orders and then we get notified that one product is going to be changed/updated, is it really required to cancel all of the purchase orders just to change one line item on a sales order? Seems crazy that we can’t just cancel the one purchase order that is impacted by the change and then update accordingly and generate another purchase order. How do we do this?

11

@charlie-cook, maybe you can open an issue for a new feature based on this

What I understand, is that you dont will change the PO, but do you will receive one alternative Item, for the Ordered Item

12

Sort of… what I want is the ability to edit a sales order. I understand that if it impacts a purchase order that has already been submitted, I will need to cancel that purchase order and issue a new one. BUT, if I wanted to add an item on the sales order, I should be able to cancel and amend, add an item and generate a new purchase order.

13

@charlie-cook If you need to issue an new item into the Sales Order, that is already into the supplier, you can generate a new Sales Order.

The major issue, is regarding the removal of one item into the Sales Order, but if it’s addictive, and dont occurs at same day, I dont understand, why you should treat then as same Sales Order, instead of an complementary Sales Order.

By the end, it don’t will have any impact for you.

14

Ahh… so if we are just adding an item, create a new sales order? Can we combine the two sales orders into one sales invoice for the customer?

The other issue is if we need to remove a product from the sales order - if we cancel the associated supplier purchase order, it should allow us to then edit any line items associated with that supplier in my opinion. It seems the system holds on to all POs attached and you can’t delete or edit anything unless you were to cancel ALL of the POs - even the ones that have nothing to do with the item you are editing.

Thanks for your help @max_morais_dmm

15

@charlie-cook

Yes, when you are creating a new sales invoice, you can click into “Get Items From” and you will be able to brind all orders pending to bill to the customer.

@charlie-cook You can remove the item, during the invoicing process also.
My issue regarding this issue, is, when you have 1 Item in stock but it’s reserverd to the customer X, and the customer Y ask, for the same item.

I’m not sure, if ERPNext will not bring the availability of the Item, to the customer Y, when it’s not available (it’s in stock, but is reserved).

16

Thanks for the note on Get Items From! I never thought of using it to combine two orders. We always generate sales invoice from the sales order directly but makes sense this way too.

We are drop ship company only so it’s not an issue on keeping stock numbers straight. It’s just a simple matter of the supplier didn’t ship the product or sold out, etc… and we need to remove it from the order. :slight_smile:

Thanks @max_morais_dmm

17

Well, this worked for us for a short time but it’s getting to hectic to manage. If we wish to simply add an item to an existing sales order, we should be able to. Is there no workaround to allow item additions after submit?

18

@charlie-cook, I dont think will exist this, because, sounds more one internal procedure issue, than one software issue.

As I have presented, ERPNext have tools to support almost of your process, but allow that one doctype can be changed after the information is confirmed, is go against the security, and one of the currently requirements of the community is increase the security into the system.

Also, I dont know any ERP into the Market, will allow you to change one Order or Invoice, after you have submitted it, and included it into other processes.

19

I see. What about the ability to print purchase orders while sales order is in draft mode? I could leave the sales order in draft status as long as I can create the PO’s.

Also, looks like version 11 does allow you to update qty and price on a submitted sales order so I was just curious why I can’t add or delete an item?

20

@charlie-cook It’s again something that really dont make sense!

How you will purchase something that you aren’t sure about what it will be?

I mean, is the same, to go to the supermarket, because you wanna buy suggar and coffe, and reach in home with eggs, salt and pepper only. I understand that customers can change him mind, what I didnt got, and without that, will turn really hard, to help you, is the answer for the given question:

Lets suppose a customer wants to buy 10 units of an product X.
You make the separation of the goods, put into the truck, and when you truck is into the door of the customer, the customer say: - “Go back with this, I changed my order, instead of 10 units of X, now I want 2 of X, 5 of Z and 8 of W.”

So, the purpose of an ERP is provent you to waste money, due failures into procedures. If you tell-me that the fact that the customer changed they order, when you are into the road to delivery, and It dont represent’s any money wasting for you, so, my opninion, is that one ERP is not the right tool for your business, because, the philosofy of an ERP, is be unflexible in terms of changes of information, to prevent loss against processes.