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Outbound Order Cost

Purpose

The Cost section records what an outbound order cost. It creates, changes and removes the cost record attached to the order.

Before you start

  • You have the right account for this screen (see Permissions and Access).
  • The date and record you are working on are correct.
  • Words you do not know are in the Glossary.

Access

Shipping → Outbound Sales, then the order → Cost

Screen

The COSTS panel on a sales order: Description, Qty, Rate and Amount, with Save Costs

Steps

Save a Cost

  1. Open the exact outbound sales order.
  2. List every cost record already attached to it — its id, state, header, lines and any file.
  3. Confirm which one you mean and that it can still be changed. Write down its original values.
  4. Submit the complete intended set of lines, once.
  5. Reread the target, every sibling record and any files. Check Trade Summary separately.

If the record carries company, billing, check or remark details that must be kept, stop. This screen cannot submit those fields and can blank them.

Delete a Cost

Delete happens immediately. There is no confirmation prompt.

Use it only for a record that is unambiguously yours and still in CREATED, OPEN or DRAFT, after checking what files are attached. Then verify the target, the sibling records, the files and Trade Summary.

Fields

Field What it means
Lines Replaced in full on every save — omitted lines are lost
Header metadata Cannot be submitted here, so it can be blanked
Sibling cost records Must not change when you save

Status

Shown What it means
CREATED / OPEN / DRAFT Can be changed here
CONFIRMED / CLOSED Locked. Correction belongs to accounting

There is no "this is an outbound cost" marker on the data. The screen can show one cost record while several exist, and a save with no id chosen can pick the most recent one.

Notes

  • If the order has more than one cost record attached, or you cannot tell which is yours, stop. Saving or deleting in that state can hit the wrong records. Take it to accounting.
  • A save replaces all lines. Write down the full set you expect before you save.
  • If a delete result is unclear, do not delete again. Reload and look.
  • Deleted records leave their files behind. Deleting a cost does not clean up files.
  • If the header details or lines are wrong afterwards, stop, compare against your written baseline, and escalate — restoring them is a separate reviewed action.
  • If two people changed the same record, inventory every row and establish what happened before correcting anything.
  • If a file is affected, preserve the ids and escalate to the document owner. Do not remove objects yourself.