The following instructions are to change an order before it is completed.
Instructions
- Open an existing order.
- Click 'Change.'
- In the Change Order modal, input comments.
- Click 'Yes.' Note: With this action, Change Order displays in parentheses beside the order number.
- Input all applicate order changes.
- Click 'Save.'
- Click 'Approve.'
- Access the Billing tab.
- In the Billable Items section, review the Unassigned, Assigned, and Non-Billable tabs and make changes as needed.
- Continue with the normal order process procedures.