Understanding the Process to Update Header Information to the Detail Form

After you enter the initial information on a sales order, you might update the header information. Most of the header information consists of default values from the customer master record and the address book master record, such as tax code and area, shipping address, and freight information. You can override this information when you enter an order or when you revise an order. If you must change header information after you enter an order, you can ensure that changes to the header information are reflected in the detail information by updating the header information to the sales order detail.

Note: If you have set the Status Code Limit for Changes processing option on the Process tab in the P4210 program, the system propagates header changes only to detail lines that are not at the defined status.

To automatically load header changes to detail lines, you must set the Update Header to Detail processing option on the Defaults tab in the P4210 program to the automatically update setting. If this processing option is set for manual update, you must use the Populate selection from the Form menu on the Sales Order Header form to manually initiate the update to the detail lines. If the processing option is set to manual update and you do not select the Populate selection, the system does not update the changes to the header fields in the lines of the order.

Use the Define selection from the Form menu on the Sales Order Header form to review and revise selected header fields on the sales order and to update the detail lines when you make header changes. The system updates the selected header fields regardless of whether you are in auto or manual update mode. Because the system stores the list of selected header fields in a UDC table, you must use this selection from the Form menu only when you want to change those header fields that are selected for update.

Note: When you make changes to the header fields Sold To and Customer PO, the system always propagates the changes to the detail lines regardless of how you set the processing options.