Admin: Corporate Admin
Page: Associate Detail > Order History > Order Detail
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/OrderDetail?order=[ORDER_NUMBER]&id=[ASSOCIATE_ID]
Permission: EditAssociateOrder()

Before committing and locking its commission period, you can edit an order’s Commission Date, Volume and Bonus amounts, and Invoice Number.

Editing an Order

On the order’s Detail page:

1. Click the Edit button.

   

   You navigate to the Edit Order page.

   

2. Edit the following fields as necessary:
   • Commission Date - The date the commission engine counts the order.
   • Invoice Date - The date the invoice is created.
   • CV - The total Commissionable Volume (CV) earned for the order.
   • QV - The total Qualifying Volume (QV) earned for the order.
   • Bonus - Total bonus paid.
   • Party ID - The ID number for the Party associated with the order. To remove an order from a party, leave the Party ID field blank or enter 0.

     Orders can only be moved to Open Parties.

   • Local Invoice Number - The invoice number. This is the same as the order number unless edited here.
   • Notes - Enter any relevant information for the order. If the order is a recurring AutoShip, it will be noted here with the AutoShip’s frequency.
   • Custom Fields - Captures and uses additional data points if there is not already a dedicated field in the DirectScale database.

     See the full guide in Custom Fields.

   If the commission period is locked, the only editable fields are the Party ID, Notes, and Custom Fields.

3. Click Save.

Locked Commission Periods

Once a commission period is locked, the editable options for an order become restricted on the Edit Order page. This functionality prevents users from changing important commission payout information related to the order.

On the order’s Detail page:

1. Click the Edit button.

   

   You navigate to the Edit Order page.

   

2. Edit the available fields as necessary:
   • Notes - Enter any relevant information for the order. If the order is a recurring AutoShip, it will be noted here with the AutoShip’s frequency.
   • Custom Fields - Captures and uses additional data points if there is not already a dedicated field in the DirectScale database.

     See the full guide in Custom Fields.

3. Click Save.

You can also edit the Party ID from the order’s Detail page:

1. Click the button.

   

   The Enter Party ID pop-up window opens.

   

2. Enter the Party ID.
3. Click Submit.