Changing Material Quantities on Orders - Revision history

Amy: /* Decreasing Quantity for Allocated Items */

2013-10-31T23:03:00Z

Decreasing Quantity for Allocated Items

Amy at 22:58, 31 October 2013

2013-10-31T22:58:25Z

Amy: Created page with "If you already added material to an order and need to edit the item to either increase or decrease the quantity, you need to be aware of what happens to the allocated or reserved..."

2013-10-31T22:44:50Z

Created page with "If you already added material to an order and need to edit the item to either increase or decrease the quantity, you need to be aware of what happens to the allocated or reserved..."

New page

If you already added material to an order and need to edit the item to either increase or decrease the quantity, you need to be aware of what happens to the allocated or reserved quantities on the Stock Details tab of the item.

== Decreasing Material Quantity on an Order ==

If you add a material item with Qty of 5, the 5 go Allocated as shown on the Stock Details tab below:
 [[File:FiveAllocated.png]]

 Change the quantity to 2 on the Item tab or on the Stock Details tab
 [[File:ChangeQuantityToTwo.png]]

 Click the '''Stock Details''' tab
 Click '''Select Stock'''
 [[File:SelectStockfortheTwo.png]]

 Double click on the stock lot you want to reserve the 2 from and click OK
 [[File:SelectStockLotforTheTwo.png]]

 The stock reserved is now two
 [[File:StockReservedIsNowTwo.png]]

== Increase Material Quantity on an Order ==
Item is added to the order with a quantity of 2. The Stock Details tab shows 2 allocated:
 [[File:StartingWithTwoAllocated.png]]

 On Item tab, increase the quantity to 5 and click '''OK'''.
 On the Order Item tab, double click on the material to open up again.
 When you open the Item up again, you will see on the Stock Details tab, you will see another stock added for the difference (3). They will be split into two lines.
 [[File:ReservedStockSplit.png]]

 If you prefer one line of stock reserved instead of two, delete both stock lines by highlighting the stock line and clicking delete in lower left corner (image below).
 [[File:DeleteStockLines.png]]

 After deleting the two stock lines, click '''Select Stock'''.
 [[File:AfterDeletingLinesSelectStock.png]]

 In the search window that opens, select the stock lot you want to reserve the full quantity from.
 [[File:AllFiveOnOneLine.png]]

@@ Line 2: / Line 2: @@
 == Decreasing Quantity for Allocated Items ==
+Go to the Order Item tab and edit the item you need to decrease quantities for
-If you add a material item with quantity of 5, the 5 go Allocated as shown on the Stock Details tab below:
+<br>Click the Stock Details tab. In the image below there are 5 allocated.
 <br>[[File:FiveAllocated.png]]
@@ Line 18: / Line 18: @@
 <br>The stock reserved is now two
 <br>[[File:StockReservedIsNowTwo.png]]
 == Decreasing Quantity for Reserved Items ==

@@ Line 1: / Line 1: @@
 If you already added material to an order and need to edit the item to either increase or decrease the quantity, you need to be aware of what happens to the allocated or reserved quantities on the Stock Details tab of the item.
-== Decreasing Material Quantity on an Order ==
+== Decreasing Quantity for Allocated Items ==
-If you add a material item with Qty of 5, the 5 go Allocated as shown on the Stock Details tab below:
+If you add a material item with quantity of 5, the 5 go Allocated as shown on the Stock Details tab below:
 <br>[[File:FiveAllocated.png]]
@@ Line 18: / Line 18: @@
 <br>The stock reserved is now two
 <br>[[File:StockReservedIsNowTwo.png]]