Modify Sales Order

(0) Share

Report

Posted on by ev2

245

I guess that I need to be more clear. What I meant is the booking number not sales number. For example, we booked sales order in December 2012 for 100 units @ $100/ea, total $10,000. In Jan2013, we didn't ship anything, so the booking is still $10,000. However, in Jan2013, customer wanted to reduce the quantity to 50 units, so the order was revised to 50 units @100/ea total $5,000. However, the smart list booking numer for Jan2013 doesn't show anything (we expect to it to show $5,000 de-booking in Jan2013) while december booking now only show $5,000 for the same order# (we expect no changes in Dec2012).

*This post is locked for comments

I have the same question (0)

All responses (4)

Answers (0)

Sort by

Richard Wheeler 75,852 Moderator on at

Like (0)

Report
Copy link

Link copied!

Sounds like you are trying to use the actual quantity shipped not the quantity ordered. Only invoices will give you this number not sales orders. So when you have partial shipments that number would come historical invoices not open sales orders. There is only one record per line per order in the open sales order table. Once you change that number that is all you will see. Perhaps what you need to do is use the master number to link all invoices tied to the original sales order and not change the quantity at all. You could then pull the quantity ordered on the sales order and then subtract what has been shipped to give you the amount remaining. There is a quantity previously invoiced field so it is a simple subtraction. If it just a SamrtlIst you are running your report could include quantity order and quantity previously invoiced and then send it to Excel and add a calculated column.

Was this reply helpful? Yes No
mm123 2,535 on at

Like (0)

Report
Copy link

Link copied!

Hi,

We have developed a similar Sales order Modify solution for our Sea food client, where they book sales orders with a Quantity say - 100 Units at the time of booking the sales. But later they pull the same order using a mobile device / web application at the delivery floor & adjust the Quantity for the same order say -50 Units & save this revised order in the GP for further Processing. Now the updated order in GP will have 50 Units.

They are using this solution in Mobile Tablets / Browser Based application in Laptops. Please drop a email to learn more.

nj.tech@hotmail.com

Was this reply helpful? Yes No
Olaf Laos 1,890 on at

Like (0)

Report
Copy link

Link copied!

What smartlist are you running to get this information?

Was this reply helpful? Yes No
Zhigang Lu 795 on at

Like (0)

Report
Copy link

Link copied!

How about add Qty Canceled 50 instead of revising Qty Ordered from 100 to 50?

Was this reply helpful? Yes No