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Once an order has been confirmed, batched, and its production batch has been
released to production, do not edit the original order to make changes. Any
change to a released order must be recorded through a Service Order.

The rule
If the order is released into production (its batch is released), use a
Service Order to make any changes to it — do not alter the live order in place.

Why

When a batch is released it is finalized and handed to the shop floor: cut lists, requisitions
and work orders have been generated against the order as it stood at release. Editing the original
order after that point would put the paperwork already on the floor out of step with the order.
A Service Order captures the change as a separate, traceable document linked back to the original
order, so the production history stays intact and the change is costed and tracked on its own.

What “released to production” means

  • The order has passed Confirmed and its line items have been placed on a
    production batch.
  • That batch has been released (finalized and released to the shop floor) — the
    calendar/scheduling screen shows it as Released to Production.
  • Downstream steps rely on this: for example, an order cannot be marked Ready-to-Ship until
    its batch(es) are released.

How to make the change — raise a Service Order

Service Orders are created from a Service Ticket, not by editing the order:

  1. Open the customer / order documents for the order and choose the Service /
    New Service action to start a Service Ticket against that order.
  2. Record what needs to change on the ticket.
  3. Progress the ticket; when prompted “Generate Service Order?” confirm.
    The system creates a Service Order linked to the original order (it carries the
    original order’s reference).
  4. Make and price the required changes on the Service Order — it appears under the
    order’s Service Orders panel.
Before the batch is released
If the order has not yet been released to production, changes can still be made on the
order itself (reverting confirmation where required). The Service-Order route is specifically for
orders whose production batch is already released.