Allow editing a locked load without manually removing it from invoice batch and settlement
X
Xenon grey Carp
Problem
When a load is already added to an invoice batch and a driver salary/settlement, making even a small edit to that load requires a long manual sequence. The load is locked, so there's no way to just open it, change it, and save.
Current workflow (per edit)
- Go to the invoice batch and remove the load from it
- Go to the salary/settlement and remove the load from it
- Unlock the load
- Make the change
- Go back to the invoice batch and re-add the load
- Go back to the salary/settlement and re-add the load
That's up to six steps across three screens for one small change, and it has to be repeated every time.
Requested solution
Let users edit a locked load in place. Ideally, editing a load that's tied to an invoice batch and/or settlement should either:
Auto-detach the load, unlock it for editing, and auto-reattach it to the same batch and settlement on save — all from a single "Edit load" action, or
Allow inline edits to the load while it stays attached, with the linked invoice and settlement updating automatically.
Impact
Removes repetitive back-and-forth navigation, cuts the risk of forgetting to re-add a load to a batch or settlement, and speeds up a routine task the accounting team hits frequently.