The Update positions module provides you with an additional button in all receipts in design mode to update the receipt positions again and to reload data from the product master files. This function helps you to shorten click paths if there have been changes in your receipts in design mode, e.g. to the product description or prices before approval. You can create larger offers or sales orders early on and check and update the lines later shortly before approval.
Tip
Example: Suppose you have sent an offer. Two months later, you want to send a second offer with updated prices. To do this, you could simply copy the offer, click on Update positions and get the current prices for the second offer without having to manually remove and re-insert positions.
You can access the module via Appstore > Update positions or via Smart Search via Update positions.
Steps Update positions e.g. in the sales order:
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Go into a sales order you want to duplicate.
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Select the copy order action. You will receive a new sales order in draft mode as a copy.
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Click on the Positions tab.
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Click on the Update positions button. The product positions are matched with the product master files and reloaded.
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Release the sales order and ship it to your customer.
The following values are updated by clicking on the button in the receipt positions:
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Designation (de): German-language product description
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Description (de): German-language product description
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Price (purchase or sales price): Purchase price and sales price unless otherwise specified
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Customer item number: Product name for the customer, which can be stored in the sales price
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Customs Tariff Code: Customs tariff code in the product
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Country of origin: Country of origin in the product
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Free field 1-20: Free fields in the product
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Designation (en): Provided the receipt language has been changed to english and the product name is stored in english
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Description (en): Provided the receipt language has been changed to english and the product description is stored in english
Note
The prerequisite for displaying this data in the receipt preview or PDF document is to display this data via your individual stationery and receipt settings. Data that you have hidden in receipts system-wide, for example, will be updated, but still not displayed in the receiptt.
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Possible with offer, sales order, invoice, delivery note, credit note and pro forma invoice
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Receipts in draft mode have the Update positions button in the positions overview
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If the update positions setting is enabled regardless of the status of the receipt, the button in the line overview can be seen regardless of the receipt status
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If the setting Position is not updated if no sales price is stored in the product, the position is not updated if the product has no selling price
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If a product is a variant of another product and its description is empty, the description of the main product will be taken
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If a sales price with "Customer Product Number" exists, the "Customer Product Number" is updated as the product number, otherwise the product number of the product
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Fields that are updated are listed below
For the function you will find the following settings:
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Allow update of positions regardless of the receipt status: Lines can also be updated if the receipt is already approved.
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Item is not updated if there is no sales price for the item: If no sales price is stored in the product (inserted in product with 0 Euro), no field of this product is updated when the button is clicked.