Amending Sales Order After Submit

If you need to change a Sales Order after it has been submitted (customer changes, pricing updates, etc.), use the Amend function.

How to Amend a Sales Order

1. Open the submitted Sales Order.
2. Click the Amend button.
3. A new amended Sales Order is created:

- The original SO is Cancelled but kept for audit history.

- The amended SO links to the original.

- A new SO number is assigned.

1. Make changes (items, quantities, prices, etc.).
2. Save and Submit.

Important Notes

• Only submitted documents can be amended.
• Amending cancels the original — be careful if linked documents exist.
• Any Delivery Notes or Sales Invoices linked to the original SO are NOT automatically updated.
• If linked documents exist, you may need to cancel and recreate them from the amended SO.
• The amendment history tracks all versions.

Alternatives

• Close Sales Order: If the remaining quantity won't be delivered
• Cancel and Create New: Simpler if no downstream documents exist
• Use Pricing Rules instead of amending for price-related changes

Related Topics

• Sales Order
• Close Sales Order
• Amending Purchase Order