Changing line items in an order

(0) Share

Report

Posted on by Community Member

I'm sure this has happened to other people and not just me. A customer places an order and you turn their original quote into the order. All seems fine, but days later they call you back and ask if they can change something on their order. Apparently, once you have entered an order there is no way in NAV to update a line or make changes to the order. I find this extremely hard to believe and I have never worked in any other system that did not allow for customer changes, as they seem to change their minds daily.

So, do I have to delete the entire order and enter a new one? I don't see how this makes any sense at all.

I have tried to search all over the web to see if there is a way to update a customer order, but there does not appear to be any information on this topic. I also tried to search this forum, but I guess I do not know how to use the search feature because no matter what word or groups of words I enter, I get the same response: "We couldn’t find anything that matches your search.You can try using different terms in the above search box." I even tried to enter the title of a current string to see if it would bring up that information, but I get the same response. No matter what I do, it seems that there is no information on my topic. I guess this should be a separate post, but does anyone know how to use the search feature for this forum?

Thanks in advance for your help.

*This post is locked for comments

I have the same question (0)

All responses (9)

Answers (0)

Suggested answer

Aleksandar Totovic 16,765 on at

Like (0)

Report

RE: Changing line items in an order

This is not possible. I don't know what NAV version you use, but you can update Sales Order when you want it. If I understood your scenario, you created Sales Order from Sales Quote. I will give you example.

I created new Sales Quote with two lines; first line is 100pcs of item A and second line is 200pcs of item B. When you run command 'Make Order', you will get new Sales Order.

After that, you can change any line in order or delete/add new line. If you have some shipped or invoiced quantity, you cannot modify this line.

If you have line with no shipped or invoiced quantity, you can modify this line. Probably, you have order in Released status. If you have this situation, you need to Reopen this oreder and you can add/modify/delete lines.

This is standard NAV procedure. If you have some other problem, please give us scenario with more details.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Changing line items in an order

I am using NAV2009 and supposedly, I have full administrative rights, though I am finding the system almost impossible to work with.

The scenario you mentioned is exactly what I am experiencing. Once the quote is converted to an order, I am unable to make any changes. If the customer decides they want to cancel an item, I cannot delete the line item, change the quantity of the items or update the line in any way.

I tried to reopen the order, but I am still unable to make any updates. I get an error message that says "You cannot change [whatever] because the order line is associated with PO# [whatever] in line [whatever.] I took this to mean that the order is Released, as you said, and try to reopen it, but it will still not allow me to update the order. The order is not shipped or invoiced and is still an open order. Also, the PO# that is associated is not the customer PO#, but the order number itself.

Is there a specific step to re-opening the order that I may be missing?

Thanks in advance for your help.

Was this reply helpful? Yes No
Aleksandar Totovic 16,765 on at

Like (0)

Report

RE: Changing line items in an order

Are you use some kind of reservations?

Was this reply helpful? Yes No
geordie on at

Like (0)

Report

RE: Changing line items in an order

Hi, checking the code the error you mention is raised when in purchase line the field "Drop Shipment" or the field "Special Order" are marked: can you please check them?

They can be set if you run the drop shipment function on the order or if the "Purchase Code" field has been set up as a special order.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Changing line items in an order

I don't even see the fields "Special Order" or "Drop shipment" any where on the order. Not in the header, the purchase lines, the shipping or invoicing fields. Where are these located?

I am not using a reservation system. I sell flow measurement devices with transducers that may have multiple calibrations. Each calibration is a line item and the customers are constantly changing these after they place their order. It should not be a big deal, as they are the last step before the order is prepared for shipment. Our manufacturing times are twice the normal expected time for the market, so I try to enter the order as soon as I have a valid PO. But not being able to make any changes is crippling.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Changing line items in an order

Actually, the "Drop Shipment" and "Special Order" columns were hidden, but now that I have added them, I can see they are not checked.

Was this reply helpful? Yes No
geordie on at

Like (0)

Report

RE: Changing line items in an order

The only thing I can suggest is debugging the code and checking for custom controls, I don't have any other clue at the moment.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Changing line items in an order

the fields are probably not visible on the sales line but they exist.

if you click on a sales line & ZOOM you will see if the "PO No" & "PO line No" filled.
Show those field or add them to the sales line.
You need to clear those fields (if they are not editable, make them) then you can delete.
here's an old post about the subject http://www.mibuso.com/forum/viewtopic.php?f=23&t=28918

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Changing line items in an order

& another

dynamicsuser.net/.../181858.aspx

Was this reply helpful? Yes No