Articles on: OneHash CRM | Using OneHash CRM

Edit Submitted Document

Edit Submitted Document

To edit a submitted document, you need to cancel it first. Following are steps to edit submitted documents (these steps assume you have the appropriate permissions for canceling and editing a document).

Step 1: Cancel Submitted Document

You will find the Cancel button on the upper right corner of the submitted document.

Step 2: Amend the document

On cancellation of submitted documents, the Amend button will be visible.

Step 3: Save and Submit the document

On clicking the Amend button, the same document will become editable again. After making the required changes, save and submit the document.

Note: If your document is linked with other documents, then you will need to cancel the dependent document before canceling the parent document. Example: If you have created Delivery Note and Sales Invoice against Sales Order, which you need to amend, then you should first Cancel Delivery Note and Sales Invoice made for that Sales Order. Then amend the Sales Order, re-save, and re-submit it.

Updated on: 27/03/2023

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