The Order Adjustment Form allows users to adjust the Units quantities on the order lines for a large amount of orders.
The order lines can be filtered by groups of criteria - Division, Ship date, Item, Customer, Route.
There are two ways to adjust the order lines - by Unit amount or by Percentage amount.
Pre-requisites
Step-by-step guide
Navigate to Orders > Utilities > Order Adjustment Form.
- Select a Division.
- Select a Ship Date.
- Select an Item (optional).
- Select a Customer (optional).
- Select a Route (optional).
- 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.
- Select Adjustment Options:
a. Target Units - Adjust quantity by unit quantity.
b. Percent Cut - Adjust quantity by percentage amount.
c. 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 .
d. Target - Set the unit quantity or percentage amount to be adjusted.
e. 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.:
You want to adjust up by 10 % - enter -10
