Modify Customer Order Line, Service Management

Explanation

Whenever the customer order is automatically created from the service management function, you can alter the customer order or a specific order line. The following data can be changed: quantity of parts, price, date and tax code. You can also choose to enter a new customer order line. The alteration can only be performed until a customer invoice is generated. This means that if you have chosen to use a order type that automatically goes through all the steps in the order flow without stopping, the customer invoice will be generated at once and you are not able to make any changes on the customer order.

Prerequisites

• The customer order is created either via the service management functionality.

System Effects

Regardless of what is altered on the customer order, the changes will appear on the customer invoice and will be displayed in the order history.

Window

Customer Order

Related Window Descriptions

Customer Order
Customer Order/Order Lines

Procedure

1. Search for the automatically created customer order by using the Query function.
2. Alter any applicable data in the appropriate column. The following data can be changed: quantity, price, date, and tax code.
3. It is also possible to enter a new sales part by creating a new order line.
4. Save the new data.