How do I amend SOP prices in Sage 200?

You can amend Sales Order Processing (SOP) prices in Sage 200, but what you’re allowed to change depends on the order status, document status, and your user permissions.

This guide explains when you can amend a sales order and how to update prices safely.

When can you amend a sales order?

You can amend:

• Live orders
• On Hold orders, if your user permissions allow you to override credit hold on invoices and orders

You cannot amend:

• Completed orders
• Orders with payments entered via the Web Portal
  (Payments can only be entered or amended using the Sage 200 desktop)

Tip: User permissions are controlled within Sage 200. If options are greyed out, you may need your system administrator/The HBP Group to update your access.

 

How to amend a sales order

Step 1: Open the Amend Sales Order screen

Navigate to:

Sales Orders > Sales Orders > Amend Sales Order

Tip: You can also locate and amend orders directly from the Sales Order List.

Step 2: Select the order

You can choose an order in two ways:

• If you know the order number, enter or select it directly
• Select Find Order to view a searchable and filterable list of orders

Note:
If customer alerts exist for the selected customer and document type, they’ll appear before you continue.

You can re-open them later using View Alerts next to the customer account.

What can and can’t be amended

Amend order details

You can amend:

• Order dates
• Order priority
• Customer order number

You cannot:

• Change the customer account
• Switch between cash and customer accounts
• Change the order number
• Change the order status here
  (Use Amend Order Status to cancel or place an order on hold)

Amend order items and prices

You can:

• Add new items
• Amend existing items (including prices)
• Delete items (with restrictions)

Important limitations:

• You can change quantities on part-despatched or part-invoiced items, but not below the quantity already processed
• You cannot amend:
  
  
  • Items fully invoiced
  • Items fully despatched and part invoiced
• You cannot delete:
  
  
  • Items that have been part or fully despatched
  • Items that have been part or fully invoiced

Amending prices via exchange rate changes

If the customer uses a foreign currency, you may need to amend the exchange rate.

When you change the exchange rate:

• You’ll be prompted to recalculate costs and prices
• You can choose to:
  • Keep existing prices, or
  • Recalculate prices using the Price Book

Note:
Prices will not update if the order was generated from:

• Another sales order
• A quotation
• A pro forma invoice

Amending orders with payments

Whether you can amend prices depends on the payment status.

If the payment was declared:

• You cannot amend the payment value
• The order value can increase or decrease
• If the order value drops below the payment value, a credit note is raised automatically
  
  

If the payment was not declared:

• You can amend both the order value and payment value
• The order value must not fall below the payment value

Important:
Online card payments (Opayo) can only be amended in the Sage 200 desktop, not the Web Portal.

Final step: Save and confirm

Once all changes are complete:

1. Select Save
2. Confirm the order when prompted

You’ll always be asked to confirm an amended sales order before it’s updated.

Not a customer of The HBP Group?

If you'd like to find about more about how The HBP Group can provide support for your business please visit our Sage 200 Support page, or if you're considering Sage 200 for your business, visit our Sage 200 page.