Change Order Quantity

Change Order Quantity

  1. Customer Card

Enable Shortage management method field with Change order quantity on customer Card.

  1. Create order and post shipment

We can then create a sales order with a quantity of 10 of which 5 are shipped.

  1. Adjusting order quantity

As we have chosen the Change order quantity management mode, the ordered quantity is automatically adjusted upon validation of the shipment

  1. Conservation of the initial quantity in the sales line

If we go to the Sales Lines page, we see that the Initial order quantity value is kept and the Ordered quantity is adjusted.

  1. Conservation in sales order archives.

When archiving the order, the Initial order quantity and Quantity values ​​are also saved.

  1. Conservation in posted sales invoices.

When the sales invoice is posted, the Initial order quantity and Quantity values ​​are also saved.

Complete Shortages

A complete shortage occurs when it is not possible to honor delivery of all of the products ordered.

It is mandatory to activate the archiving of sales (or purchase) orders to keep a history of total shortages, as these are not subject to invoicing.
  1. On the customer card we enable management with the Change order quantity mode.

  2. We create an order for this customer

  1. When we identify the complete shortage, we delete the order which cannot be honored. When it is deleted, a message asks us if the shortage should be recorded.
  1. If we answer yes, then the order will be archived with the original quantity ordered saved.
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