Edit a Package

To edit a package, from the main menu, browse this path: Setup > Proposals > Packages.

The Packages list opens. Locate the package to be edited, and then click on the hyperlink in the Name column to open the record.

Note: If changes are made to a package, this will not affect the information where the package has been selected on existing proposals, work orders, or invoices. Changes will only affect new proposals, work orders, and invoices.

The package record opens. Click on the Edit button located at the upper right of the page.

The package record opens in edit mode. You can make changes to the header information, or to the items, parts, or RMR. When finished making changes, click the Save button at the upper right of the page.

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