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Customer experience | Sales, Customer Insights,...
Suggested answer

Ability to quickly edit Order Product items on the Order form

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Hello, 

I am looking for a way to quickly update the price per unit of an order product item.  However, when using a subgrid on the order form the order product price per unit is locked.  Also, Excel online doesn't allow PPU to be updated.  Does anyone have any workarounds? 

Any advice would be greatly appreciated. 

Thank you

  • Suggested answer
    LuHao Profile Picture
    40,888 on at
    RE: Ability to quickly edit Order Product items on the Order form

    Hi partner,

    Whether the Price Per Unit field in the sub-grid is locked is controlled by the Pricing field of Order Line.

    • If the value of the Pricing field is "Use Default", the Price Per Unit field is locked.
    • If the value of the Pricing field is "Override Price", the Price Per Unit field is unlocked.

    pastedimage1613702860546v1.png    pastedimage1613702880746v2.png

    pastedimage1613702898588v3.png    pastedimage1613702916359v4.png

    Therefore, we need to batch update the Pricing field of Order Line to "Override Price", and then we can quickly edit the Price Per Unit field.

    In addition, you mentioned Excel Online, but all you need to do is edit the Price Per Unit column and change the Pricing column to "Override Price" and it will work. That means you need to edit both fields.

  • Suggested answer
    Wahaj Rashid Profile Picture
    11,321 on at
    RE: Ability to quickly edit Order Product items on the Order form

    Hi,

    Thank you for your query.

    Did you enable the Editable Grid on the order lines?

    Also, if you would like to unlock the PPU field by default, you need to set Use System pricing calculation to No in the System Settings:

    • Go to Advanced Settings -> Administration -> System Settings.
    • On the Sales tab, set the Use System pricing calculation to No.

    pastedimage1613593528985v1.png

    This will enable the override price option by default, so you can enter the PPU.

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