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Adjust quantities on a sales order if there is already a purchase order, receipt, delivery?
Whether or not to print a sales invoice line with quantity 0
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Check stock within a sales order
Error when booking to Twinfield: ...performance type must be entered
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Book purchase invoice to Twinfield
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Create separate purchase order (by for stock)
Create a purchase order via sales order (no stock booking)
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Linking a project to a purchase order after goods are received
Cancel a purchase order
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Indicate goods that will no longer be received
Book a purchase invoice in a previous year
Purchasing for multiple projects and/or sales orders on one purchase order
Delivery date on a purchase order
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How can you see on a purchase order or receipt whether a purchase invoice is linked?
Logistics
Stock value list
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Create 1 of more delivery notes
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- Processes
- Sales
- Adjust quantities on a sales order if there is already a purchase order, receipt, delivery?
Adjust quantities on a sales order if there is already a purchase order, receipt, delivery?
Updated
by MJA
Products are linked to a sales order. The quantities of products can be adjusted if there is no link with a purchase order.
As soon as there is a link with a purchase order, you cannot adjust these quantities, as what you have purchased must be a literal translation of what you have sold.
However, it may still be desirable to adjust the sales order line quantities if they have already been purchased. Below is a description of how this is possible.
1. Company setting
Within the Company module > Company Logistics widget you have the option to select a checkbox for Autom. change ink. order # when change sales #
2. How does this work
Once the above checkbox has been checked, the quantity can be adjusted when creating a sales order in the following situations:
Sales order without link to a purchase order
> You can simply adjust the quantity.
Sales order with link to purchase order
> You can simply change the quantities.
If you change a number from 100 to 90, you will receive the following message:
If you change a number from 100 to 110, you will receive the following message:
3. Is there also a link with a receipt?
Change quantity on sales order to less than what was received
If a (locked) receipt of 100 items is also linked, the system will block this as soon as you want to change the sales order from 100 to 90. You cannot change the quantity of goods purchased AND received downwards within the sales order.
Change quantity on sales order to more than what was received.
Since there is a (locked) receipt linked to 100 items, the system will allow this as soon as you want to change the sales order from 100 to 110.
4. Is there also a link with an delivery?
Change quantity on sales order to less than what was delivered
Since there is a (locked) delivery note of 100 units linked, the system will block this as soon as you want to change the sales order from 100 to 90.Change quantity on sales order to more than what was issued.
Change quantity on sales order to more than what was delivered
Since there is a (locked) delivery note of 100 units linked, the system will allow this as soon as you want to change the sales order from 100 to 110. Only what has been purchased is then taken into account. The number of additional 10 pieces will be stated on the order to be delivered.
