How to change the date on a quote or order

The quote and order date can be updated when needed.

Follow these steps to update the date on a quote/order:

  1. Launch Order Entry and click Edit Existing Order to locate the quote/order needing updated
  2. Edit Order
  3. Go to Main > Order Header Management
  4. Look for the Order Date field and update it to the desired date
  5. Save your changes and Review & Complete the quote/order

You may want to update the Plan Ship Date on the order header since it may be a date in the past.

Screenshot 2023-06-27 at 3.07.05 PM