Adding Line Items to 100% Orders
You can add any type of line item to a fully approved, signed order. To add line items to signed orders, you need the User Permission ‘Add Line Items to Approved Orders’.
Warning
The system will automatically mark the order to require an amendment. In other words, the customer will need to sign off on the addition. If you wish to remove the requirement for the customer to re-sign, you can edit the order and uncheck the ‘Amendment Requires Client Approval’ option.
To add a new item, go to the Orders tab of a company and click on the ellipsis icon on an order to view the add item actions. The process of entering the line is the same as entering a line item on an order. Line items can be added after the original order has been invoiced but will require you to generate an additional invoice.
The system will mark the order to require an amendment, which means a customer must re-sign the order because the price has changed. You can remove the requirement or send the order to the customer for approval.
Note
You can upload another form of order approval to the order history.
The order will not require any approval for invoicing or production. The contract value of the line item will show up based on the original order date.
Tip
If you care about the contract sales data being accurate, you can always create a new pending order or create a re-order.
Any user assigned to the products will receive a notification of a new ticket.
Updated 10/18/2022