Order Entry: How to automatically update the Reserved (quantities)

field on unprocessed sales order transaction lines

 

 

 

Summary

 

Learn how to automatically update the Reserved (quantities) field on unprocessed sales order transaction lines, in Sage 200 Evolution.

 

Description

This article discusses how to automatically update the Reserved (quantities) field on unprocessed sales order transaction lines. This may be required and is useful to ensure specific customers’ orders are fulfilled when new stock from your suppliers is delivered to your business.

 

Resolution

 

Consider the following scenario to achieve the above outcome:

1. Select the two options marked below on the Order Entry | Maintenance | Order Defaults | Sales Order tab:

 

2.  Create a new Inventory Item with Item code JKA

3. Capture a new Sales Order as below and click the Place Order button. Note that no Reserved or Confirm Qty values are entered at this stage.

 

4. Go back to Order Entry | Transactions | Sales Order

5. Click the Open button.

 

6. Find the placed Sales Order in step 3 above.

7. Highlight the Sales order and click the Create Purchase Order(s) button.

 

9. Select the relevant values below that will be used on the new Purchase Order to be created.

Notice the Quantity value below. This should be the same as captured on the Sales Order in Step 3 above if you want to completely fulfill the SO’s quantities.

When done, click the Post Batch button.

 

Also, notice that you can populate multiple sales order records on this screen as relevant.

10. Go to Order Entry | Transactions | Purchase Order, and click the Open button

11. Find and then open the new PO created in Step 9 above.

12. Capture all relevant details and then process the new Supplier Invoice / GRV

 

13. Go to Inventory | Enquiries.

14. Find and view the Item Information tab for item JKA.

15. Notice that the Reserved Quantity value has now been updated to 50 units, as a result of applying the above steps (especially Step 9).

13. Go to Inventory | Enquiries.

14. Find and view the Item Information tab for item JKA.

15. Notice that the Reserved Quantity value has now been updated to 50 units, as a result of applying the above steps (especially Step 9).

 

16. If you now find and re-open the SO placed in Step 3 above, you’ll also notice the 50 units in the Reserved column below.

 

17. Finally, when ready to continue, confirm the above sales order quantities and process the new Customer Invoice.

 

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