• From: USA
  • Registered: 07/16/2017
  • Posts: 276

Topic: Does anyone find it useful to edit a sales order after invoicing?

Just curious if anyone finds it useful to edit a sales order after being invoiced.  While the sales order remains editable after being invoiced, it does not appear to have any impact once it has been invoiced.

  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,089

Re: Does anyone find it useful to edit a sales order after invoicing?

Except for the fact that if it was not fully delivered and invoiced, the balance that will not be delivered can be removed from it so that it does not confuse outstanding sales order deliverables.

apmuthu's Website

  • From: USA
  • Registered: 07/16/2017
  • Posts: 276

Re: Does anyone find it useful to edit a sales order after invoicing?

Good point.  That function is "Cancel Order", which happens to appear on the edit screen.

But why would anyone actually want to change any of the Sales Order Items or Order Delivery Details on the sales order after it was invoiced?

  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,089

Re: Does anyone find it useful to edit a sales order after invoicing?

Just to purge a whole lot of already delivered orders after invoicing - a sort of "history -c" in bash. This will make for just the retrieval and display of "Outstanding Sales Orders along with recently completed Sales Orders (so as to answer CRM questions by Call Centers). "Cancel Orders" still does not affect already delivered and invoiced sales orders. Just like "Clear the Desktop of all the Clutter". Makes searching that much more efficient at the cost of "loss of history and trackbacks".

apmuthu's Website