HOWTO: Edit an Existing Order
From Tailwind Wiki
The following document outlines the process for updating an un-posted order. It should be noted however that the user must have the proper Personnel Security settings in order to perform this action. The applicable settings for an order can be found here
Overview
If an order has not yet been posted, the order can be edited without the creation of an additional records. If the order has been posted, the action of editing may create a reversal record that will zero out the original order, and an adjustment record for the desired changes. In the case where and adjustment needs to be created, the user may be required to enter a reason, in order to complete the action. For editing posted orders please click here.
Procedure
Open the Order to be adjusted
This can be achieved by either:
- Navigating to the Order List and locating the order
- Clicking the Open Order button in the Horizontal Toolbar and entering the order number
Editing the Order
Modify the desired information on the order. After all the changes have completed, press the save button in the bottom right corner of the order to save the changes.
