Edit External Order Details

External orders sometimes require modifications after they have been created and are still pending.

When necessary, you can open a pending external order and make modifications including the following:

  • Changing the date or quantity for an ordered product

  • Adding, editing, or removing products

  • Adding a P.O. number once an order has been confirmed with a vendor.

  • Providing additional comments

  • Marking an order as purchased.

To edit external order details:

  1. Open the Inventory module and click the Pending External Orders tab.
  2. Enter the appropriate search criteria and click Search.
  3. Right-click the correct order and select Edit Order... to display the Edit Inventory Order window.

    4. Note: Some fields are only available for specific order types.

  4. Complete any of the following: 
    1. Click the Clear Data () icon.
    2. Next to the Product Code field, click the ellipsis to display the Find Product or Inventory Products List window.

      3. Note: The Find Product window displays if you are editing an internal order and the Inventory Products List window displays if you are editing an external order.

    3. Complete the criteria as necessary and click the Search for Data () icon or Search button, then double-click to select a product and close the window.

      4. Note: The Search button is present if you are editing an internal order and the Search for Data () icon is present if you are editing an external order.

    4. Complete any of the following as necessary:
      • In the Quantity field, enter the correct value.
      • Next to the Need by field, select a date from the drop-down calendar.

      Tip: The Need by field defaults to the date used for last product added to the order. You can modify the date if necessary.

    5. Press Enter.
    1. Select a listed item.
    2. Complete any of the following as necessary:
      • In the Quantity field, enter the correct value.
      • Next to the Need by field, select a date from the drop-down calendar.
      • In the Unit Cost field, enter another value.
    3. Click the Modify Record () icon.
    1. Select a listed item and click Product Info… to display the Inventory Product window.
    2. Review as necessary and click OK.
    1. Select a listed item and click Product Info… to display the Product / Location Information window.
    2. Review as necessary and close the window.
    1. Click Purchase.