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When you edit items from the Checkout screen, as opposed to editing
items from the Shopping Cart, additional information (such as accounting
and shipping information, and comments) is included.
If a non-catalog item's price is specified by a contract, you cannot
change the price.
If you are editing a line item from an order whose status is Shipping,
Shipped, Receiving, or Invoicing, you can change any field but: unit
price, unit of measure, item description, supplier, supplier location,
and supplier part number. Note that although you can change the quantity
and amount, they cannot be less than what has already been shipped or
received.
If orders are pushed to an ERP system, you cannot edit these fields
(in addition to those listed above):
| ERP |
Non-editable fields |
| Oracle |
Bill To, Currency, Organization,
Supplier, Supplier Location |
| PeopleSoft |
Bill To, Currency, Supplier, and
Supplier Location |
| SAP |
Bill To, Currency, Item Category,
Purchase Group, Purchase Organization, Vendor |
To change a non-editable field, delete the line item and then create
a new line item with the correct values.
| Screen details |
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To display the Edit Line Item screen, click
Edit for a line item on the Shopping Cart or the Checkout
screen.
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- Change line item details.
- You cannot add or change service line items
on SAP orders (you can add or change material line items only),
but you can delete the service line items or cancel the entire
order.
- Fill in missing information. Required fields are highlighted
in yellow.
- If a supplier is Unspecified, choose a supplier if appropriate.
- Change accounting information, if displayed.
- Account type is not displayed for non-catalog
line items.
- To spread the cost among multiple accounting
groups, click Split Accounting.
- On Oracle orders, you cannot delete split
accountings but you can change them to use different values.
- Change shipping information, if displayed.
- Review or add comments, if displayed. You can
delete or add comments until you submit a request; at that point,
the comments are saved permanently.
- To add comments, click Add Comment.
- You can view, reply to, or delete existing
comments, and specify a file to include as an attachment with
the comments.
- If you reply to a comment, your reply is
also sent to the author of the comments to which you are replying.
- Click OK to save the changes and return
to the previous screen, or Cancel to return to the previous
screen without saving changes.
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