Work In Progress

How To: Edit Line Item (Post Approval)

Once approved, the order lines will be in an executable state; meaning they are in process. Depending on the current state of this execution, you may or may not be able to make changes.

Modify line item before it has started.

In order to modify a line item that has not started, you need to "cancel" it; which will turn the clock back, so to speak, to put the line item back into a pending status. Once in a pending status, you can make any changes necessary (unrestricted).

• To do this, right click on the line item you wish to modify.
• Choose the Cancel... context menu item.
• Answer yes to the "Do you wish to cancel the item before it ever started?" question.

At this point, the line item can no longer have any further changes made until it has commited the change you've just requested. To continue...

• Press the "Apply" button to save any current changes.
• Once saved, you can either double click on the line item or right click and choose the "Open" context menu item to open the line item for modification.
• Make the changes you were intending to make.
• Press the OK button to commit those changes.
• Press the "Apply" button to save those changes (or the "OK" button if you are completely finished with making changes to the order.

Because changes were made, you will be given the option to reprint the confirmations at this time.