AcctVantage ERP User ManualsAcctVantage ERP User ManualsSales Other Sales TopicsEnable Users to Modify the Notes on a Posted Sales Order

Enable Users to Modify the Notes on a Posted Sales Order

You can modify the Notes and Special Instructions on a posted Sales Order.

First you'll need to enable specific Users to have this ability. This setting is modified on a per User basis.

Navigate to Administration ➤ User Access Levels and open the record of the User you want to change.

Navigate to User Access Levels

2. Open and Modify the User record

  1. Open the User record and select the System Access Tab.
  2. In the Other Settings section find the setting for Allow Posted Notes Edit and double-click the Value column to make this setting True.
  3. Click OK to save the User record.

3. Edit the Notes & Special Instructions

4.  

Note: After you click OK on the dialog where you enter the Notes or Special Instructions, your changes are saved. You can click Cancel or close the Sales Order and your changes to these fields will still be saved.