Sale Order Amendment Notes

YouTube: How to Amend Sales Orders with Audit Trail Tracking?

How to Amend Sales Orders with Audit Trail Tracking?

In this tutorial, we will learn how to create and manage Sale Order Amendment Notes in Logic ERP. This feature enables you to amend quantities, rates, and remarks in a sale order while maintaining complete transparency and audit tracking.

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Open the Sale Order to Be Amended

• Open the Sale Order module

• Identify and review the sale order requiring amendment

• In this example, we will amend Sale Order No. 19

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Open Sale Order Amendment Notes Module

• Navigate to Sale Order Amendment Notes

• From the Configuration dropdown:

  • Select the appropriate configuration

  • Ensure correct system behavior and accurate processing

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Select Sale Order and Items

• Select the Sale Order to be amended

• Choose the specific items from the selected sale order that require modification

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Amendment Details Configuration

• The Amendment Number and Amendment Date are auto generated by the system

  • The amendment date can be modified, if required

• Enter suitable Remarks for future reference

Set Up Prefix and Remark Configuration

• Choose how Sale Order Item Remarks should be handled:

  • Manually entered, or

  • Automatically fetched from masters

• Define the Sale Order Amendment Document Prefix, if required

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Amend Item Details

• Go to the Item Details section

• Review the selected item details

• Amend the Quantity and Rate as required

• Enter item-specific Remarks manually

• Click Save to update the amendment document

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Review the Amendment Impact

• Open the amended Sale Order

• Observe the following:

  • Original item details (quantity and rate) are displayed in red

  • Amended values are shown separately with updated quantity and rate

  • Remarks entered during amendment are clearly visible

This visual distinction ensures clarity between original and revised values.

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Conclusion

Sale Order Amendment Notes provide:

• Complete transparency of changes

• Clear audit trails for quantity and rate modifications

• Accurate tracking without altering original records

This ensures better control, compliance, and reliability in sales order management.