Update Sales Order Items
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The Update Sales Order Items module allows users to update the item details in one or more sales orders at once, streamlining the process for managing multiple orders simultaneously. With this module, users can replace items in sales orders, adjust item quantities, and recalculate item prices.
This module is particularly useful when there is a need to update item details across multiple existing sales orders. For example, if an item has been replaced with another one and needs to be updated in all existing sales orders that have not yet been fulfilled, this module can be utilized. Instead of manually searching for each sales order and updating the item, users can utilize the "Update Sales Order Items" module to make the necessary updates across all existing sales orders.
Initially, there is no info loaded into the module. The items can be updated in two simple steps:
To begin the process, search and select the item from the "Item Number" dropdown.
Once the search is complete, the details of all the sales orders containing the item will be loaded into the module.
Update Sales Order Items Fields
Order Number
This field displays the sales order number that contains the item.
Replacement Item#
This is an editable field that allows you to replace the searched item in the sales order with another item.
Status
This field shows the status of the sales order.
Line Status
This field shows the status of the item line.
Item Number
This field displays the searched item number.
Item Type
This field displays the type of the item.
Item Unit Price
This field shows the unit price of the item as registered on the sales order.
Qty
This is an editable field that allows you to update the quantity of the item in the respective sales order.
Customer
This field displays the name of the customer associated with the respective sales order.
Order Date
This field captures the date when the respective sales order was created.
Recalculated Prices
This field allows you to recalculate the price of the item in the respective sales order.
After the details are loaded into the module, you can update the desired details. The users can update the quantity, replace the item, and recalculate the price of the item.
Quantity Update: Users can update the quantity of items within the sales order, enabling seamless adjustments to order quantities as needed. To update the quantity, click on the quantity under the "Qty" column and enter the desired quantity.
Item Replacement: This module allows users to replace items within a sales order with other items specified in the Replacement Item column. To replace an item, click on the "Pencil" icon under the "Replacement column and enter the item number with which you want to replace the current item.
However, replacements are subject to the following conditions:
The item type of the replacement item must match that of the original item.
The Sell Unit of Measure (UOM) of the replacement item must be the same as that of the original item.
Both "Qty Shipped" and "Qty Allocated" for the specific SO Item line must be zero.
After successfully replacing an item, the sales order detail line will display the Description, UOM, and Item Number of the new replacement item.
Recalculate Prices: Users have the option to "Recalculate Prices" against each item. Click on the checkbox against the item line to recalculate the prices. When this option is selected, item prices are recalculated based on the pricing rules defined in the sales order at the detail level.
If an item is replaced and the "Recalculate Prices" checkbox is ticked, prices for the replacement item will be recalculated accordingly.
After the changes are made, click "Update Selected Records" to apply changes to selected rows. Alternatively, choose the "Update All Records" option from the dropdown to update all records.
