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Amend sales orders

You can amend your sales orders depending on how complete the order is and your user permissions.

You cannot change the order number.

To amend sales orders

Open: Sales Order Processing > Sales Orders > Amend Order.

1. Use the Select orders options to display the order(s) you are interested in.

   If you have Project Accounting enabled in Sage 200, you can also search for orders generated in the Project Accounting module.

   Alternatively, click Show All Orders to view every order that has been saved on your Sage 200 system.

2. Select an order from those displayed, and click Amend Order. The order information is displayed.
3. Select the relevant tab to make changes.
   Order Details

   You can:

   • Change the document dates.
   • Amend sales order lines as long as the order is not Complete.

   • Amend the exchange rate.

     If you amend the exchange rate after entering prices manually, you are prompted to confirm the order prices.

     You can keep the manually entered prices or reset them to those specified in the Price Book.

     However, if you amend the exchange rate for orders generated from another order, quotation, pro forma invoice, the order prices are not updated.

Delivery and Invoicing
You can:
• Change the delivery address.

• Change the order discounts.
• Change the analysis codes, as long as you have chosen to allow the amendment of analysis codes in the SOP settings Order Entry tab.
Payment with Order

Depending on the status of the payment, you may amend the payment value for the order, even for a payment that was received online.

Note: Any amendment which reduces the value of a payment which was made online, will require a card refund. Any amendment which increases the value of an order made with an online payment, will require additional funds to be drawn from the customer card.

Amending order values when payments are included

• If the payment was declared:

  You cannot amend the payment value.

  The order value can be increased and decreased but if the order value becomes less than the payment value, a credit note will be raised for the difference.

• If the payment was not declared:

  You can increase or decrease the value of the payment or order as long as the value of the order does not become less than the value of the payment.

• If the payment was made online:

  • If you reduce the value of the order, then you will be prompted to make a card refund. The refund goes to the card that was used to make the payment.

  • If you increase the value of the order, then you will be prompted to draw further funds from the customer card.

    You can use the same card or add a new card for the further payment.

    Note: You must use the same card for payment if settlement discount is being used.

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