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Pre-requisites
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Order Adjustment Filters
Navigate to Orders > Utilities > Order Adjustment Form.
Select a Division.
Select a Ship Date.
Optional: Select an Item
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Optional :Select a Customer
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Optional: Select a Route
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Click the Retrieve Order Lines located on top of the form. The system will retrieve and display all order lines which met the following conditions:
a. Open Orders only.
b. Order lines are NOT allocated.
c. Divisions are NOT set to use:
. Allocate on Order.
. Require Reason Code.
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Adjustment Options:
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Target Units - Adjust quantity by unit quantity.
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Percent Cut - Adjust quantity by percentage amount.
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Only Adjust Down checkbox - this checkbox is apply to Target Units option only.
. Check this box will allow you to adjust down only the quantity units.
. Un-check this checkbox will allow you to adjust up and/or down the quantity units .
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Target - Set the unit quantity or percentage amount to be adjusted.
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Click Adjust Units button, the system will adjust the Units for ALL order lines displayed on the screen up or down according to your selection.
. If Target Units is selected and the Adjust Down checkbox is checked, the system will only adjust down the units for order lines with the Units amount greater than the Target amount. The rest of the order lines will remain the same.
. If Percent Cut is selected, the system will calculate the % and adjust down the Units.
If you would like to adjust up using Percent Cut, you will need to enter a negative % amount.
For ex.:
If you want to adjust up by 10 % - enter a -10.
Reason Codes have been added to the Order Adjustment Form (3.12.19.0+)
Users can select a reason code when Filtering an item. This will default the reason code to all retrieved order lines and if row is adjusted it will use that defaulted reason code.
Two new columns on the order line grid were added to show the reason codes, Reason Code (Current) and Reason Code (Updated). Current will tell you if a reason code was used and updated is the code it will use when an adjustment is made.
Reason Codes can be overwritten from the default. Enter the overwrite to Reason Code (Updated) and save.
In Master, Division, Customer Order you can specify to require a reason code when making adjustments. This will require the user to specify a default reason code to be applied and will apply that code if the record is adjusted.
