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This option may be necessary in addition to Option #3 dependent on how you need the costing to reflect. This one is used in most cases where ONLY the customer order (customer invoice) is affected. You would use this Option alone if the Dealership is “eating the cost”. See here for how to modify an Order directly in the Order Entry module. You can also manually add a line in the Order Entry module rather than going back to the BOM. Keep in mind if you take this route the Bill of Materials/Estimate will differ from the Order which is OK but something to just keep in mind. See here for how to manually add a line directly in the Order Entry module. Re-generate the Customer Invoice if necessary. We recommend continued use of Action Items where applicable.
Note: Again, if a Customer Invoice has already been generated you will need to delete the invoice to make changes to Order Entry.
Option #3: Make adjustment directly on Purchase Order
This option may be necessary in addition to Option #3 if both the sale and cost are needing adjustments. You would use this method alone if ONLY the Vendor Order needs adjustments. See here on how to manually make adjustments to a Purchase Order and/or manually add a line to a Purchase Order. In some cases, you may want to Revise the Purchase Order to track changes effectively.
Note: Anytime you want the original cost to remain on the Project for costing/commission purposes DO NOT delete the original Purchase Order so you can apply all incoming bills/vendor costs.