Newer Version Available
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 OR COA Admin User |
- Log in to the org where the COA is installed.
- Open the App Launcher, and click Partner Order.
-
On the Service Orders tab, find the order you want to edit.
If you can’t find the order, verify that you selected the correct list view.
-
Click (
) and select Edit.
- Update the order’s products, quantities, and pricing details, and then click Resubmit.