Redwood: Update Additional Attributes on Multiple Order Lines

You can now use the Update Lines action on the redesigned Sales Order Lines page or the redesigned Order page that you use to create and manage sales orders in the Order Management work area to revise more attributes than you could in earlier updates, such as Bill-to Address, Bill-to Contact, Ship-to Address, Ship-to Contact, and so on.

You can select one or more order lines or return lines, then use the action to modify the values for one or more attributes. You can also use the Sales Order Action Requests REST API to update these attributes.

Realize these benefits:

  • Work more efficiently. Update a wider range of attributes than you could in earlier updates.
  • Improve productivity. Update more than one attribute on more than one order line at a time.

Starting in Update 25B, you can now use the Update Line action to update these attributes on an order line.

Bill-to and ship-to attributes:

  • Bill-to Account Number
  • Bill-to Customer
  • Bill-to Address
  • Bill-to Contact
  • Bill-to Contact Method
  • Ship-to Customer
  • Ship-to Address
  • Ship-to Contact
  • Ship-to Contact Method

Billing attributes:

  • Accounting Rule
  • Invoicing Rule
  • Receivables Transaction Type

Tax attributes:

  • Tax Classification Code
  • Transaction Business Category
  • Location of Final Discharge
  • Third-Party Tax Registration Number
  • Product Fiscal Classification
  • Intended Use

Contract attributes:

  • Contract Start Date
  • Contract End Date
  • Duration
  • Period

Other attributes:

  • Allow Item Substitution

Steps to Enable

You must set up these features:

Tips And Considerations

NOTE:

  • You can’t update Contract Start Date, Contract End Date, Duration, or Period on the redesigned Order page.
  • You can’t update Accounting Rule, Invoicing Rule, or Allow Item Substitution on a return line.
  • Order Management keeps the values for the Ship-to Address attribute the same on order lines that are part of a shipment set. If you revise that value on an order line that's in a shipment set, then Order Management will cascade the new value to all lines in the set.

To get the list of attributes that you could revise in earlier updates, and also the attributes that affect shipment set behavior, see Redwood: Update Multiple Order Lines.

Key Resources

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

  • View Orders (FOM_VIEW_ORDERS_PRIV)
  • Update Bulk Orders (FOM_UPDATE_BULK_ORDERS_PRIV)
  • Revise Order (FOM_REVISE_ORDER_PRIV)
  • Update Selected Lines or Sales Orders (FOM_UPDATE_SELECTED_LINES_OR_SALES_ORDERS_PRIV)

These privileges were available prior to this update.