Editing Product Information

Use the Edit Product dialog field to edit a sales order's or quote's product information.

Note: If the Edit link is not available, then the product cannot be edited.

To edit the information:

  1. Open the Sales Order or Quote detail view, and click the Products tab.
  2. Click the Edit link for the product you want to change. To edit the product in the grid, select the product you want to edit and select or enter information in the appropriate column.
  3. In the Edit Product window, view or edit the information as appropriate.
    Line Number
    The product line information.
    Product
    The name of the product ID.
    Description
    The product description.
  4. Click the Pricing tab and view or edit pricing details:
    Note: 
    • The available pricing details depend upon the record type, if the product is custom, and if the implementation is integrated with other applications.
    • If you are integrated with Infor CRM Back Office Extension, this information may not be editable.
    Quantity
    Specify the number of products.
    Price Level
    Click the drop-down arrow and select the price level to be used. (Not available for Infor CRM Back Office Extension)
    Unit of Measure
    The scale used to measure the quantity of the commodity. (Infor CRM Back Office Extension only.)
    Base
    Specify the price of the product. (Not available for sales orders integrated with (Infor CRM Back Office Extension.)
    Discount
    Specify a discount percentage

    The number is automatically changed to a percent. For example, "50" is "50%". If you specify ".5", then this is ".5%". The Adjusted Price is automatically calculated.

    Adjusted (Base)
    Displays the base price of the product, minus the discount, in the base currency.
    Extended (Base)
    Displays the adjusted price multiplied by the quantity.
    Adjusted (Sales Order) or (Quote)
    Displays the price of the product, minus the discount, in the sales order or quote currency. (Multi-Currency only)
    Extended (Sales Order) or (Quote)
    Displays the adjusted price multiplied by the quantity in the sales order or quote currency. (Multi-Currency only)
  5. Click the Details tab. (Not available for Infor CRM Back Office Extension or custom products).
    SKU
    Displays the product stock keeping unit.
    Line Type
    Displays the product line.
    Family
    Displays the product line.
    Type
    Displays the type of product.
  6. If the implementation is integrated with Infor CRM Back Office Extension and the product is not custom, the following tabs are also available:
    1. ERP Details: On this tab you can specify this information:
      Status
      The status within the integrated back office application.
      Status Date
      The date on which the status last changed.
      Inco Term
      International Commercial (INCO) Terms are a series of pre-defined commercial terms widely used in International commercial transactions or procurement processes.
      PO Reference
      (Optional) Specify the line level purchase order reference number or ID. (Not available for Quotes).
      Open Quantity
      Displays the quantity of the product within the integrated back office application that is available to ship. (Not available for Quotes).
      Fixed Price Item
      Indicates if the price is fixed and cannot be adjusted.
      Rush Request
      Select if the customer has requested the product to be shipped immediately.
      Back Ordered
      Indicates if the product is unavailable to ship and is currently on back order. (Not available for Quotes).
      Substitute Item
      Indicates if the product is a substitution of another product. (Not available for Quotes).
      Warehouse
      Indicates the warehouse where the product is stored
      Unit Price UOM
      The price per unit of measure.
      Open UOM
      The unit of measure for the quantity of the product within the integrated back office application that is available to ship. (Not available for Quotes).
      Price Per Quantity
      The unit price per Unit of Measure (UOM). Generally this value is 1.
      Price Per Quantity UOM
      The Unit of Measure (UOM) for the Price Per Quantity value.
      UPC ID
      The Universal Product Code identification number. (Not available for Quotes).
      Notes
      Displays notes from the associated ERP system from most recent to oldest. These notes cannot be edited.
    2. Ship: Use this tab to specify:
      Required Delivery
      The deliver by date. Click (Calendar) to select a date.
      Ship To
      The ship to record associated with the sales order or quote product. To change the ship to, click (Find).
      Shipped Quantity
      he quantity of the product that has been shipped as of the current date. (Not available for Quotes).
      Promised Ship
      The date on which the customer was promised the product must be shipped.
      Drop Ship
      Indicate if the product can be shipped directly from the manufacturer or another provider.
      Shipped UOM
      The Unit of Measure (UOM) for the Shipped Quantity value. (Not available for Quotes).
      Promised Delivery
      The date on which the customer was promised the product must be delivered.
      Partial Shipment Allowed
      Indicates if the product can be shipped separately from other products associated with the sales order or quote. (Not available for Quotes)
    3. Sub-Lines: Use this tab to view additional details. For specific questions please refer to the documentation for the integrated application or contact the administrator.
    4. Discount Charges: Use this tab to view or edit discount charges associated with the product. For specific questions please refer to the documentation for the integrated application or contact your administrator.
  7. Click OK.
Parent topic: Using Infor CPQ
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