: :  Modifying an Order

Note: validated orders as well as cancelled or delivered orders cannot be modified nor deleted. The update of a validated order passes through the revision of the order.

Cancel an order

In some cases (e.g. project canceled due to a problem with a customer), order remainders must be canceled as the services will not be done nor charged. They must be removed from the sales projections.

When you cancel an order, the order status goes from 'Validated' to 'Delivered'. It then makes a copy of this order displaying negative amounts and with the 'Delivered' status displayed.

  1. From the order, go to Edit > Cancel the order.
  2. Enter the cancellation dates.

Changing the addressees

If you want to quickly modify the order addressees, you can do it via the Edit > Change the addressees menu.

Changing the customer to bill

If you want to quickly modify the customer to be charged, you can do it via the Edit > Change the customer to bill menu.

Creating the Billing Table

This function, in only one operation, allows you to:

To do so, go to Edit > Create the billing table.

Updating the order's header

A validated order cannot be modified (it must be revised). However, some of the sections (non financial) can be modified by updating the order header. This is the case for the contractual or delivery dates as well as the billing table number.

  1. Go to Edit > Update the order header.
  2. Click on the Lines tab, select a line and click on .
  3. In the Carry forward dates window, update the contract and delivery dates and validate.
  4. Click on to display the line updates screen, modify it and validate.
  5. Save your modifications.

Postponing Dates for Selected Rows

You can quickly break out order lines.

  1. From the Lines tab, select the tab to postpone and right click.
  2. Select Postpone the dates for the selected rows.
  3. In the screen that displays, enter:
  4. Validate.

Reminder: Make sure to check the consistency between the delivery and billing dates.