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How to Edit Sales Worksheets

  • Sep 18, 2026 7:25 PM UTC
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We have a request to update an existing sales worksheet and release status. Are we able to edit after it has been released? What is the process for that? 

Best answer by nickcerri32

​@jacobwood74 You can’t edit the worksheet after it’s been released.  Best case now is to create a new worksheet with the corrected values.  If necessary, you can also delete the prices created by the first worksheet on the Sales Prices screen.

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    nickcerri32
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    • nickcerri32
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    • Sep 18, 2026 7:46 PM UTC

    ​@jacobwood74 You can’t edit the worksheet after it’s been released.  Best case now is to create a new worksheet with the corrected values.  If necessary, you can also delete the prices created by the first worksheet on the Sales Prices screen.

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    Nick - If we helped give us a Like. If we answered your question, select the Best Answer option.
      BagyaHennayake11
      Acumatica Employee

      ​@jacobwood74 

      Once a Sales Price Worksheet is Released, it can no longer be edited.

      If any changes are required after release, you will need to:

      1. Create a new Sales Price Worksheet with the updated prices.
      2. Review the changes.
      3. Release the new worksheet to apply the updated prices.

      For more information about the different worksheet statuses such as On Hold, Open, and Released, you can refer to the Acumatica documentation below:

      Reader • Acumatica Beacon

       

      Thanks!

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        Kandy Beatty
        Captain II
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        ​@jacobwood74 You can’t edit the worksheet after it’s been released.  Best case now is to create a new worksheet with the corrected values.  If necessary, you can also delete the prices created by the first worksheet on the Sales Prices screen.

        Hi ​@jacobwood74 

        Adding to ​@nickcerri32 here, ensure you use the current date as well so that system takes the correct pricing going forward. 

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        Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
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