Open topic with navigation

Amend existing repeat template

Open: Sales Order Processing > Sales Orders > Repeat Order Templates.

1. Select the template that you want to amend.
2. Click Edit.

3. Accept or amend the description, customer name, frequency and life cycle details of the template.

   Note: If no sales orders have been created using this template, you can amend the start date. Otherwise you cannot amend the start date.

4. From the orders generated list, view the details of a sales order in the list of generated orders, if you need to check previous orders for trends.
5. Select the Order Details and Delivery and Invoicing tabs and amend the sales order, if required.

Go to top