Knowledge Base

Edit Submitted Document

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  • February 6, 2024

Edit Submitted Document

In order to make changes to a submitted document, it is necessary to first cancel it. The following steps outline how to edit a submitted document. It is assumed that you have the necessary permissions to cancel and edit documents.

Step 1: Cancel Submitted Document

You will find Cancel button on upper right corner of submitted document.

 

Step 2: Amend the Document

On cancellation of submitted document, Amend button will become visible.

 

Step 3: Save and Submit the Document

On clicking Amend button, same document will become editable again. After Making required changes, save and submit the document.

 

Note: If your document is associated with other documents, you must cancel the dependent document before canceling the parent document. For instance, if you have generated a Delivery Note and Sales Invoice against a Sales Order that needs to be modified, you should initially cancel the Delivery Note and Sales Invoice created for that Sales Order. Afterward, you can amend the Sales Order, save it again, and resubmit it.