Edit a Document

Sometimes the data that arrives is not quite right: a discontinued SKU, a missing delivery note, a wrong date. Rather than asking the customer to send it again, you can correct the Document in Supply Lens. In this lesson you will learn how to edit safely, how to see exactly what you changed, and what extra step is needed when the Document has already been sent.

When editing is the right fix

Edit when this one Document is wrong and the fix is clear: one line needs a different SKU, the delivery date is wrong, the order note is missing. If the same problem keeps happening, fix the cause instead (the product setup, the source system, or the Mapping) or you will be editing forever.

Edit a Document

What you can change

The editor covers the parts of a Document you are most likely to need, including:

• Lines: change the SKU on a line (its price is looked up and filled in for you), change prices (amount and subtotal recalculate), and add or edit shipping lines and tax adjustments.
• Parties: add and manage the identifiers for the parties on the Document.
• The side panel, grouped into Financial, References, Fulfilment, Payment terms and Notes. Here you can edit dates (earliest, promised ship and promised delivery), salesperson, tax-inclusive pricing, primary note, financial and fulfilment status, fulfilment location and local pickup, tax point date and payment terms.
• Order notes and shipping instructions on orders.
• Tracking details on shipments: tracking number, type, carrier link and any sub-tracking.

Check your changes with Show patch

SHOW PATCH lists every change you have made in JSON form before you save. Each entry says what was done (op), where (path) and the new value. For example, this patch changes the time and time-zone offset on the order reference:

[
  { "op": "replace", "path": "/documentReferences/order/time", "value": "11:50:00" },
  { "op": "replace", "path": "/documentReferences/order/offset", "value": "01:00:00" }
]

You do not need to understand JSON to use it: just check that the list contains only the changes you meant to make.

Editing a Document that has already been sent

So the sequence for a sent Document is:

Before you do this, think about the receiving system. It already has the original. Will it accept a second copy as an update, or create a duplicate? If in doubt, correct the record in the receiving system directly, or ask Support.