Articles in this section

See more

How to edit an Order

Relevant to: Buyers

Navigation Tree: Transactions > Orders


A user will be able to edit an Order, if they have created it. 
The information you are able to edit depends on the status of your Order.

Status of Order  Edit Options
Awaiting deliveries 
  • all fields on the Order form
 In progress
  • Order End Date (date must be within the related contract's delivery window)
  • Some optional fields including Origin/destination reference, estimated delivery date, etc.
  • Order quantity - When an Order has multiple deliveries the updated amount must exceed the total amount of all prior deliveries;
  • Freight Information
Completed
  • you will be unable to edit the Order until you have changed it to a different status
    (see below 'Changing Order status')
 Unfulfilled
  • Order End Date - You can change the order's status from "Unfulfilled" to "In Progress" by extending this to the current or some future date.
  • Amount - When an Order has multiple deliveries the updated amount must exceed the total amount of all prior deliveries
  • Freight Information


________________________________________________________________________________________________________________

Note:  When increasing an Order quantity, keep in mind these things, Order should be 'In Progress', have available quantity in stock and not have any conflicting Orders which will block the quantity from being ordered. 
________________________________________________________________________________________________________________


To change your Order's status:

Status of Order  Edit Options
Completed > In progress / awaiting deliveries 
Completed > In progress
  • you will need to reverse deliveries until the quantity delivered is no longer in tolerance.
  • Make sure you check all deliveries associated with the order by searching Transactions > Deliveries using the Order number - sometimes only one twin delivery can be reversed.
Unfulfilled > In progress
  • you will need to edit the Order end date to be the current or a future date. (it must be within the related Contract's delivery window)

 

________________________________________________________________________________________________________________
Note: You will need to cancel any attached invoices to reverse deliveries.

If it is an 'Unpaid' Tax Invoice, you can follow these steps to cancel.
If it is an 'Unpaid' RCTI, you can cancel by following these steps.
If your invoice is 'Paid', you will be unable to cancel it and therefore unable to edit the Order.
________________________________________________________________________________________________________________

 

Related articles