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.
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
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
Select Sale Order and Items
Select the Sale Order to be amended
Choose the specific items from the selected sale order that require modification
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
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
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.
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.
