New to the forums so thanks in advance for any help.
I’m deploying ERPNext for my business but I need a little help setting up/customizing the sales orders. Unfortunately, our customer revises their Purchase Orders all the time. Today, I entered in revision 15 of a PO they’ve sent us.
So in ERPNext once I’ve created a sales order, we start manufacturing, and we might ship a quantity from their PO and invoice the customer for it. So I have linked invoices and delivery notes. The customer then revises their PO. What is my best course of action for this problem?
I can’t cancel the current sales order, because it has linked documents. So I can’t make a new amended version. Should I allow editing on submission? Will this screw up making delivery notes and invoices in the future on that sales order? I would really like the sales orders to have revisions that match the Customers PO revisions, if that’s possible.
Any and all advice is really appreciated. Thank you!
Unfortunately, I think this disqualifies ERPNext for our use. We really need the flexibility to edit sales orders when our customers revise their POs. They might have 10 lines on a PO, we have shipped some items already, and they call us to change the quantity of an item. This happens all the time for us.
Is it possible that a Sales Order Replace tool could be made?
Thanks again for your help, I’d really like to find a solution to this because I really like ERPNext, but this is a requirement for our business.