Edit sales order

Loaded record with derived totals, status-driven field rules, line items, draft auto-save, and unsaved-change guard.

Line items are tightly coupled to this order. Create / Save submits the header and lines together. On the detail page, lines are read-only — open Edit to change them. Attachments on the detail page save on their own.

Order

Header fields, approvals, and derived total.

Shipped locks the order for editing.

312026
mmddyyyy

Required once confirmed; on/after order date.

Optional below $500

USD 236.55

Net of line discounts plus freight.

Customer

Bill-to contact.

Billing

Card number is excluded from draft auto-save (`persistence.excludeFields`). Cardholder name still drafts normally.

Sensitive — never sent to draft auto-save. Edit only this field and the footer stays idle until another field changes.

Line items

Flat wide matrix — SKU pins left; scroll for warehouse, ship via, cost center, and notes. Disc % reveals Disc reason; qty > 25 or total ≥ $1,000 needs manager approval.

#
SKU
Name
Qty
Price
Disc %
Disc reason
Subtotal
UoM
Warehouse
Tax
Batch
Ship via
Cost ctr
Notes
Actions
1
39.80
EA
TX-A
2
84.55
KT
TX-A
3
50.00
EA
TX-B
4
37.20
EA
TX-A

Shipping

Ship-to address and freight.

Notes

Internal memo on the order.