How to edit a Service Location on a Sales Order

How to Edit a Service Location in a Sales Order

1. Identify the Need for Editing: While creating a sales order, realize the necessity to edit a service location.

2. Limitation: Understand that the current system only allows for adding new service locations, not editing existing ones.

3. Navigate to Service Locations: Go back to Oak Ridge Commons and access the Service Locations section.

4. Edit the Location: Within the Service Locations section, locate the specific service location that needs editing (e.g., changing from Building 101 to Building 102).

5. Save Changes: Update the service location details (e.g., change the building number to 102) and save the modifications.

6. Return to Sales Order: After saving the changes, return to the sales order where the service location needed editing.

7. View Updated Location: Upon revisiting the sales order, the edited service location (Building 102) will now be reflected.

8. Final Note: This process allows for effectively editing service locations in a sales order by utilizing the system's capabilities to add new locations and then updating them as needed.