Changing Furniture Orders

When you specify to change a furniture order, the system automatically opens the Enter Furniture Limits dialog box. In addition to changing items on the order, this dialog box gives you the flexibility of receiving, un-receiving, acknowledging, and un-acknowledging items on the order, allowing you to perform multiple tasks in one tab. Since you can perform these functions in the Change tab, there is no need to flush the orders. You can also assign all line items to a set bin or limit the items to assign to a bin. This gives you the ability to place different quantities of the item in different staging bins, which splits the line item on the order. For more details about changing furniture orders, see About Changing Furniture Orders.

Note:  You can make as many changes to the items on the order as necessary. Remember that until you click the Accept button, the changes you make are not applied to the items on the order.

  1. Double-click graphics\ORDER_ENTRY16.gif. The Order Entry window opens, displaying the Global tab.

  2. If the Order Style list box does not default to Furniture, click the down arrow and select Furniture.

  3. Click the down arrow in the Action Code list box and click Change.

  4. Select the order to change.

  1. The Enter Furniture Limits dialog box opens, defaulting to Change mode. At this point, you can select the option to perform.

  1. Depending on the option you selected, you can use the remaining boxes in this dialog box to limit the information to change. For example, you can limit the items by a specific purchase order number or acknowledgment number. If you specified to receive items, you can specify a staging bin for the items. Click each box and enter the information. When you finish, click OK. For more information, see In the Furniture Enter Furniture Limits Dialog Box.

  2. The order appears in the Change tab. To view line item specials, click oeshowhidespecials.gif. (Displaying item specials can help you decide which items on the order to change, receive, and so on.)

Note: The number of line items, the gross profit percentage, and the order's subtotal are shown in the lower right-hand corner of the window. The cost total of items displayed in the Change tab also appears. This amount is updated when changes are made to the cost of an item. If the display has been limited by purchase order, the cost reflects the cost of the P/O. For more information concerning the boxes in the Change tab, see In the Order Entry Change Tab.

  1. The Ship column defaults to receive the items on the order. To change the shipped quantity for an item, click the Ship box and enter the new shipped quantity over the existing shipped quantity and press Enter.

Note: If you increase the shipped quantity, a window opens with the Deduct Change From On Hand message. To deduct the displayed amount from your on-hand quantities, click Yes. To not deduct the amount from your on-hand quantities, click No. When you decrease the shipped quantity, a window opens with the Enter Quantity to Restock message. Enter the quantity to restock. The on-hand quantity is increased by this amount.

  1. At any time in the Change tab, you can re-open the Enter Furniture Limits dialog box to make additional changes to the items on this order. For example, you can un-receive a specific item or acknowledge a specific item. You can also change the staging bin for a specific item on the order. To do so, click the item to change to highlight it. Right click the highlighted item and select the P/O Receive/Acknowledge option. (To change more than one line item at a time, hold the Ctrl key down while clicking each line item to change.)

  2. The Enter Furniture Limits dialog box opens. Click the Acknowledge, Receive, UnAcknowledge, and UnReceive option.

  3. Make the appropriate changes and click OK. The cursor returns to the Change tab. You can perform this function as many times as necessary.

  4. At this point, you can also open the Mass Change Fields dialog box to change dates and item departments for line items on the order. To do so, click an item to highlight it and right-click.

  5. Choose the Change Furniture Dates/Dept option. The Mass Change Fields dialog box opens. You can use this dialog box to apply changes to all line items or to a specific P/O or acknowledgment number. Click each box and enter the information over the existing information. When you finish, click OK. The cursor returns to the Change tab. For more information concerning the boxes in this dialog box, see In the Furniture Mass Change Dialog Box.

  6. You can change tax information for additional items you add to the order or for all line items on the order. You do this in the Order Settings dialog box. Click ORDER_SETTINGS16.gif or press F6. For more details, see Viewing and Changing Global Information.

Note: If you manually change a customer's shipping address and the tax information has changed, be sure to open the Order Settings dialog box and select the proper tax information for the order. To change the tax settings for the entire order, click Reset Entire Order.

  1. To change purchase order information, you can also open the P/O Global Settings dialog box. Click the purchase order to highlight it and right-click.

  2. Choose the PO Global Info option. The P/O Global Settings dialog box opens. If the item you selected is in the PO-MASTER file, you can change the contract, description, status comment, shipping address, and so forth. (If the purchase order has been moved to a journal, there is some information you cannot change, the shipping address, for example.) Click each box and make the necessary changes. For more details, see In the Purchase Order Entry P/O Global Settings Dialog Box.

  3. To assign received quantities to multiple bins, click the item to highlight it and right-mouse click.

  4. Select the Multiple Staging Bins option. The Receive to Staging bin dialog box opens so you can specify the bins to assign the item. When you finish, close the dialog box to return to the Change tab. For more details, see In the Furniture Receive to Staging Bin Dialog Box.

  5. In the Change tab, you can also change the order quantity of an item, the costs and pricing for items on the pick ticket, view and change order settings, and view and change notes for the order. You can also add an item to the order or substitute one item for another on the order. In addition, you can change the dates for the order or the department for a single item (or for all items on the order.) When you finish viewing and changing information, click Accept or Alt +T. (Until you click Accept, the changes you made are not applied to the items on the order.) You can also click Cancel or Alt + C to discard changes.

Note: If you change the order quantity of a line item and the item is already on a P/O, the system prompts you to update the P/O with the new quantity. For this feature to work, the Allow Updating the Purchase Order Qty from Change Mode box in the Furniture General Configuration parameters window must be set to Y. In addition, when changing furniture orders, you can also have the ability to import SIF files. However, to use this feature, be sure the Check Customer P/O in Order Entry field is blank. For information on importing SIF files, see Creating Furniture Orders with Sif File Imports. In addition, if the Build P/O in Change if Lines Added box in the Furniture Profile Settings General tab is checked and you add new items to the order, the system automatically defaults to build the P/O when the order is ended. This ensures that any items added to the order are placed on a P/O. If you are importing a SIF file and the order is on hold, the order remains on hold.

See also:

Changing Costs and Prices in Order Entry

Viewing and Changing Global Information

Viewing and Changing Furniture Order Notes

Adding Items to Existing Orders

Substituting Items on Orders

Changing an Uncataloged Item Description

Changing the Attention for a Furniture Order

Changing Furniture Dates

Changing the Furniture Project Description

Customizing Columns