Maintaining an issue

You can maintain an order only if the issuing warehouse uses the maintenance workflow. If a back order was created when an order is picked, then the original order and the back order are simultaneously available for editing until you ship the original order. When both the original order and back order are available, you must maintain the back order to edit a back-ordered line. This practice ensures that Storeroom and Distribution SX.e maintain synchronization.

See Maintaining a back order.

You can print purchase orders that are tied to an order. Select the order and then click Print PO to email, fax, or print the purchase order. You can also submit the purchase order through EDI. The value that is selected in the Print PO window is based on the vendor's preferred output method for purchase orders.

To cancel changes that you made to an order, close the page without clicking Finish. To cancel changes that you made to a line, click Clear click the back arrow to return the list of orders. You cannot cancel the changes after you submit the order.

  1. Select Issues & Returns > Maintenance.
  2. Use the Search panel to limit the issues that are displayed and click Search.
  3. Click the drill down icon to open the sales order for maintenance.

    Alternatively, select the order and then click Maintain.

  4. Edit the available fields for the header as required, and then click Next.
  5. Maintain the order as required. You can perform these edits:
    • Add or delete a line for a stock or nonstock product.
    • Update an existing line for a stock.
    • Update an existing line for a nonstock product. You can change the requested quantity, distributor cost, and promise date. If the line was not previously tied to a PO or WT, then you can source the nonstock from a vendor or warehouse.
    • Source lines that were not previously sourced.
    • Remove a sourcing from a stock product line.
    • Edit serial and lot information.
  6. Click Finish.
  7. If you changed a date in the header, then select one of these options in the Flush field to update the dates for the corresponding lines, and then click OK.
    • All Lines
    • Stock Lines Only

    If you click Cancel, then the order is not updated.

  8. If you performed an update to a sourced product line that affects the source document, then you must manually update the tied purchase order or warehouse transfer in Distribution SX.e.