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

  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.
    If you can’t find the order, verify that you selected the correct list view.
  4. Click (The dropdown list icon) and select Edit.
  5. Update the order’s products, quantities, and pricing details, and then click Resubmit.