Updating sales orders with new materials involves changing materials ordered by the customers with different materials in situations where such materials are not in sale for a period. This change transaction is performed using the Update Sales Orders With New Materials option located under the Operations menu of the Sales Management module. The following filter options are used to specify the new materials to replace the old materials:
Filter | Value |
---|---|
Previous Material Code | Group / Range |
Previous Variant Code | Group / Range |
New Material Code | Group / Range |
New Variant Code | Group / Range |
New Unit | Group / Range |
Unit Coefficient | Value entry |
Will be Treated as Reference Material | Yes / No |
Order Transaction Status | Draft / Confirmed / Approved |
Date | Start / End |
Slip No. | Group / Range |
Aux. Code | Group / Range |
Authorization Code | Group / Range |
Document No. | Group / Range |
AR/AP Code | Group / Range |
AR/AP Title | Group / Range |
Organizational Unit | Defined organizational units |
Department | Defined departments |
Warehouse | Defined warehouses |
Customer Order Number | Group / Range |
District | Defined districts |
Town | Defined towns |
City | Defined cities |
Country | Defined countries |
Previous material code is the code of the material, which will not be sold for a certain period and will be replaced with a new material.
Previous variant code is the code of the set material variant, which will not be sold for a certain period and will be replaced with a new material variant. Variant selection can be made if luxury, variable material or variable set is selected on the material code field.
New material code is the code of the material, which will replace the old material that will not be sold for a certain period.
New material variant is the code of the material variant, which will replace the old material variant that will not be sold for a certain period. Variant selection can be made if luxury, variable material or variable set is selected on the material code field.
New unit is the unit of the new material.
The unit coefficient indicates the factor with which the numeric data entry is made. The quantity defined in the order is converted to main unit, multiplied with the "unit factor" defined on the "update new material" filter, converted to the main unit of the new material, and then the new unit is displayed on the unit field and the calculated value is transferred into the quantity column through conversion to the unit defined on filters.
Will be Treated as Reference Material: When Yes is selected, old material and variant information is added to the references of the new material.
Order transaction status is the option specifying which orders will be updated.
Date indicates the date range in which the update with new materials will be performed.
Slip number is the recorded slip number of the sales order.
Aux. code is the recorded auxiliary code of the sales order.
Auth. code is the recorded authorization code of the sales order.
Document number is the recorded document number of the sales order.
AR/AP code and title are the code and title of the AR/AP giving the order.