Editing Vendor Direct Shipments

You can edit the sales order for a direct shipment, even after you pay the vendor. This lets companies that promptly pay vendors make later adjustments to sales orders. For example, you may need to edit the sales amount or tax exempt information.

You are prompted when opening a direct order that has been paid or is in a closed accounting period. You must be authorized to continue past the prompt. You can edit customer pricing and other information, but you cannot edit anything that affects COGS or Cost. This topic lists the field information you can edit.

Note: If you change a direct order that contains return items on it into a regular sales order, the system prompts you to review and change the return type for those items.

To edit a vendor direct shipment:

Open a vendor direct sales order for editing and display the order's Body screen.
Edit any of the following:
Customer pricing information, which does not affect COGS or Cost. For example, change a list price, unit price, or net price.
Subtotals, which only affects customer pricing (not COGS or Cost).
Order comments, including replacement product descriptions.
Detail Lot Selection information (with a detail lot selected, use Sched hot key, then Det Lot hot key). You cannot edit anything affecting COGS or Cost.

Use the Header hot key to display the Header screen, and then edit any of the following:

Ship To field information, including the ship-to customer.
Customer P/O # or Customer Rel # fields.
Phone Number field.
Payment Terms field.
Tax Exempt ID # field.
Picked By or Written by fields.
Out Salesperson or In Salesperson fields.
Shipping Instructions or Internal Notes fields.
Any field on the Additional Header Information screen.
Salesperson Split Commission Percentage screen information.

Press Esc to close the Header screen, and return to the Body screen. Use the Totals hot key to display the Totals screen, and then edit either of the following:

Sales Tax field.
Payment information.

Press Esc to close the Totals screen, and return to the Body screen. Press Esc again to display the Status screen, and then edit either of the following:

Prt field for this generation. Use to change the print status.
Ship Via field.

When you finish editing, press Esc to close the Status screen and the order.