Editing a Submitted Document in ERPNext
In ERPNext, a submitted document is locked for editing to maintain data integrity. To make changes, you must first cancel the document and then create an amended version.
This process ensures that all changes are tracked and previous records remain preserved for audit purposes.
Step 1: Cancel the Submitted Document
Open the submitted document and click the Cancel button located at the top-right corner.
Step 2: Create an Amendment
After cancellation, the Amend button becomes visible. Click it to create a new editable version of the document.
Step 3: Edit, Save, and Submit
Once you click Amend, the document becomes editable again. Make the required changes, then save and submit it.
Important Note
If the document is linked to other transactions, those linked documents must be cancelled first before cancelling the parent document.
For example, if a Sales Order has related Delivery Notes and Sales Invoices, you must first cancel those dependent documents before cancelling and amending the Sales Order.
