How to use the Edit Order feature

How to use the Edit Order feature

Summary

The Edit Order Feature allows a Site Administrator (SA) or Secondary SA with sufficient privileges to edit existing orders. This feature is only available to select customers who have both a Solatech Focus site and Solatech Fabrication software. This article will describe the proper steps a SA should take when editing an existing order.

Instructions

  • Open the order to be edited
  • Expand the Line Items section
  • The buttons below will be shown


  • You can add a new line, but clicking on the Add New button
  • To use either the Duplicate, Edit, Delete or Edit Price buttons, click on a line and these buttons will be enabled. 
  • When the Line Item page opens, a bar will appear across the top of the screen, warning that editing an order will make its purchase orders invalid. 


  • When all changes have been made, click on the Update button at the bottom of the window. 
  • A warning box will appear, allowing you to choose to continue with the edit, making the purchase order invalid, or to cancel the edit. 


  • If you click No, no changes will be made to the order
  • If you click Yes, the change will be applied, and a new information bar will appear.  You can Re-process the order immediately by pressing the Re-Process button


  • Clicking Re-process will make existing Purchase Order(s) invalid and send the new Purchase Order(s) to the vendor
  • If the Order is not re-processed immediately, it can be easily identified in the Orders list. 
  • All Orders requiring reprocessing will be marked with the symbol shown below and will be marked with a  temporary status of Received.


  • When the Re-process button is pushed, a new popup window will appear


  • When Yes is selected, the new Purchase Order(s) are created and sent
  • The Order Status changes to Order Created
  • The original PO number is marked with an "R" symbol. 


  • Although the PO is invalid and will have a status of Canceled, it can be viewed for future reference
  • The invalid PO will not be shown in the active PO list. It can be located from within the Order, by using the PO filter Canceled or by using the Search button. 


  • When the Invoices Due feature is being used, editing an order will do the following; 
    • Remove the original PO amount from the Current balance. 
    • Once the edit is complete, the amount for the new PO will be added to the Current balance.
    • If the new PO will put the customer over their Credit Limit, it cannot be reprocessed until a payment is recorded or the customer credit limit is raised. 

Related Articles:

  • How to use the Invoices Due feature in Focus
  • User Security in Solatech Focus

Applies to:

  • Solatech Focus
  • SWCS 4.2

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