Changing a Completed Supplier Shipment or PO


Overview


Inventory movement and Average History updates (shipments) are done at the point of save. The following edits if they effect on order, open stock/total stock and average cost will have to update these values and all related values.


Note that average history changes will potentially affect a lot of data and the save/change can be saved in queue or separate thread.


When we eventually integrate supplier shipments to Quickbooks Online we will update those bills on change.


PO Edits




Change Quantity on Order


Action Menu Edit Item or double click on line

  • Increase or decrease amount ordered
  • Update on order for product and update line and PO totals.
  • Product On Order, Line and PO totals need to be updated
  • Permitted: Draft and On Order, Partially Received Lines on Draft, On Order or partially received POs.
  • Restricted: Completed/Closed/Canceled PO lines changes to quantity ordered not permitted.

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Change Cost on PO Line


Action Menu Edit Item or double click on line

  • Change cost of item ordered
  • Update replacement cost in product (if option to update cost selected) update line and PO totals.
  • Permitted: Draft and On Order, Partially Received Lines on Draft, On Order or partially received POs.
  • Restricted: Completed/Closed/Canceled PO lines changes to cost not permitted.



Add Item to Order


Find Item and add to PO, Scan Panel

  • Update on order for product and update line and PO totals.
  • Permitted: Draft, On Order, Partially Received PO
  • Restricted: Completed/Closed/Canceled PO

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Cancel Item on Order


Action menu – select line/lines new button ‘Cancel Line’

  • Update on order for product and update line and PO totals.
  • Permitted: Draft and On Order, Partially Received Lines on Draft, On Order or partially received POs.
  • Restricted: Closed/Completed PO

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Cancel PO


Action menu Cancel PO

  • Update on order for all products
  • Permitted: Draft and On Order, Partially Received Lines on Draft, On Order or partially received POs.
  • Restricted: Closed/Completed PO
  • Canceling a PO effect on existing shipments against the PO .. None (canceling in this context usually means the remaining backorder is canceled) – if any shipments need cancellation it requires an additional step by the user


Change Dates, Notes, Payment Terms Ship via Buyer

Edits from General Tab

  • Update PO data
  • Permitted: Draft and On Order, Partially Received PO, Closed/Completed PO.
  • Restricted: none


Supplier Shipment Edits



Change Quantity received (both against a PO and on a stand-alone shipment)


Action Menu Edit Item or double click on line

  • Update inventory movements, line and shipment totals
  • Update stock levels
  • Update avg cost history
  • Permitted: Draft and Complete
  • Restricted: Canceled


Delete Shipment Line (both against a PO and on a stand-alone shipment)


Action Menu Delete Item

  • Update inventory movements, line and shipment totals
  • Update stock levels
  • Update avg cost history
  • Permitted: Draft and Complete
  • Restricted: Canceled

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Change cost on a shipment line (both against a PO and on a stand-alone shipment)


Action Menu Edit Item or double click on line

  • Update inventory movements, line and shipment totals
  • Update replacement cost in product (if option to update cost selected)
  • Update avg cost history
  • Permitted: Draft and Complete
  • Restricted: Canceled

    •


Add an item to a shipment (both against a PO and on a stand-alone shipment) 


Find Item and add to Shipment, Scan Panel

  • Update on order for product and update line and PO totals.
  • Permitted: Draft, On Order, Partially Received PO
  • Restricted: Completed/Closed/Canceled PO

    •

Change Received Date


Edits from General Tab

  • Update inventory movements
  • Update avg cost history

    •

Cancel Shipment


Action Menu Cancel Shipment

  • Update inventory movements
  • Update avg cost history
  • Canceling a Shipment against a PO – restores the shipment on order to the PO (if this is done against a canceled/closed PO it becomes open/backordered again


Change payment due,notes, payment terms, buyer,invoice,packing slip, freight, misc charges

Edits from General Tab

  • Update Shipment data
  • Permitted: Draft and On Order, Partially Received PO, Closed/Completed PO.
  • Restricted: none

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Reactivate a closed PO Line


If a user double clicks or selects a closed/completed line and hits [edit] they will be asked if they wish to reopen the line. Yes will restore any back order to being on order.


Adding a PO Line to a Supplier Shipment


When receiving a supplier shipment against a PO - if a user deletes some lines on a supplier shipment assuming they have not shipped with the current order and then decides they have been included in the order how are the lines reinstated to the shipment?


New button Supplier Shipment Action Menu Items >>  Add PO Line


 This button retrieves a dialogue of PO lines and the user can select lines to read to the shipment.


 


 


Settings That Affect This

  • Admin Settings >> General >> Supplier Shipment and PO tabs have setting to permit or disallow these edits.