Objective

Give users a simple way to edit a Sales Order even after items or their BOMs have been finalized, while keeping planning and production data accurate.

Sometimes you finalize a Sales Order and later realize an item needs to be changed. That’s normal. The system locks the SO to keep production, planning, and inventory aligned.
What this really means is: before you edit anything, you need to unfinalize it.

Here’s the exact flow.

1. Open the Sales Order

Go to Orders → Sales Orders, 

and open the SO you want to update.

2. Open the 3-Dot Menu

Click the three dots in the top-right corner of the SO.

Here you can see:

• Edit SO
  
  

• Which items are finalized and which are not
  
  

3. Finalize BOM

If the SO contains items whose production BOM is not yet finalized, you will see a Finalize BOM button in the Item Details section.

Here’s what to do:

1. Click Finalize BOM
   
   

2. A popup opens showing the list of items whose BOM needs to be finalized

3. Select the items
   
   

4. Click Save

Once done:

• Those items become Finalized
  
  

• The system locks their BOM for planning
  
  

• The button now changes to Unfinalize BOM
  
  

• You can now proceed to unfinalize the SO itself

4. Unfinalize

The Finalize button now shows Unfinalize.

Click Unfinalize to unlock the SO.

5. Edit SO

Now go to Edit SO
Click it to make changes.

Update item details and click Submit.

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Conclusion:

Unfinalizing the Sales Order is the required step to unlock item editing without disrupting planning or production. Once changes are made and saved, the SO can be finalized again to ensure everything stays aligned.