Editing Sales Order or Quote 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. For non-integrated environments, 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.
    Quantity
    Specify the number of products.
    Price Level
    Click the drop-down arrow and select the price level to be used.
    Unit Price
    Specify the price of the product.
    If multi-currency is enabled:
    • Quote/Sales Order: Displays the unit price in the currency defined for the quote or sales order.
    • Base: Displays the unit price in the currency defined for your organization.
    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 Price
    Displays the base price of the product, minus the discount, in the base currency.
    Extended Price
    Displays the adjusted price multiplied by the quantity, minus any discount.
    If multi-currency is enabled:
    • Quote/Sales Order: Displays the extended price in the currency defined for the quote or sales order.
    • Base: Displays the extended price in the currency defined for your organization.
  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. In a Back Office Extension integrated environment, on the Integrated Pricing tab view or edit any of the following fields:
    Quantity
    Quantity Specify the amount of this product to be added. The Extended Price is automatically calculated.
    Unit of Measure
    Displays an implementation specific name of the unit of measure. For example, Each, Box, Pack, Doz, Pair, Pkg, FT, ROL.
    Unit Price
    Displays the per unit price defined for the selected product.
    Unit ERP Adjustment
    The ERP unit adjustment sum in base currency based on the Discount Charge Item Reason Code.
    ERP Percent
    ERP unit computed adjustment percentage based on DiscountChargeItem Bod element(s) ReasonCode exclusive of the CRM discount ReasonCode element.
    Unit Net ERP Price
    Computed Unit Price in base currency after applying the ERP based adjustment(s) published in DistributedCharge Bod element(s)exclusive of the CRM discount Reason Code.
    Unit CRM Adjustment
    Computed Unit Price Adjustment in base currency based on user input or published in Distributed Charge Bod element containing the CRM discount Reason Code.
    CRM Percent
    Computed Unit Price Adjustment percentage based on user input or computed as (UnitCrmAdjustment/ErpNetUnitPrice).
    Extended CRM Adjustment
    The ERP unit adjustment sum in quote or sales order currency based on the Document Unit CRM Adjustment multiplied by the Quantity.
    Unit Net Pretax Price
    Displays the base price of the product, minus the discount, in the base currency.
    Extended Pretax Amount
    Computed extended price in sales order or quote currency based on user input or computed as Document Calculated Price multiplied by Quantity.
  7. 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).
      UPC ID
      The Universal Product Code identification number. (Not available for Quotes).
      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. (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_new (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 search_new (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.
  8. Click OK.
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