Newer Version Available

This content describes an older version of this product. View Latest

Edit an Order

You can edit the product, quantity, and pricing details of an order within 2 hours of submitting it to Salesforce. After 2 hours, the order is processed and can’t be edited. To change customer details or order type, you must recall the order and create a new one.

User Permissions Needed
To edit orders: COA User
  1. Log in to the org where the COA is installed.
  2. Open the App Launcher, and click Partner Order.
  3. On the Service Orders tab, find the order you want to edit.
  4. Click (The dropdown list icon) and select Edit.
  5. Update the order’s products, quantities, and pricing details, and then click Resubmit.