Two Examples on How to Adjust the Sales Quantity on a Delivery using Modification of Issues

We have all been there; the Sales Order has been entered, Sales Delivery has been created and then BAM! for whatever reason, sky is blue or tomorrow is Tuesday, the Quantity needs to be adjusted. Instead of crying, which is what I did the first time this happened but maybe that was because I didn't have enough coffee, the steps below can help turn a frantic thought into a  "I've got this!" positive attitude.

In this blog post we will focus on two specific scenarios on sales quantities which need to be adjusted. First, we will look at a Sales Delivery that was created from a Sales Order. Second, we will look at what to do when a Sales Invoice, created from a Sales Delivery based on the Sales Order needs to have the quantity adjusted.  In both scenarios we will use Modification of Issues to modify the information entered. When saving a modification, the original stock issues are cancelled by reversing the movements in the stock journal and creating a new stock movement corresponding to the correction with the date of the original movements. 

The first example is a Sales Order, created for a product which can be sold, yet the original quantity was incorrect and needs to be adjusted. The Sales Delivery has been created but not the Sales Invoice.

To adjust the quantity, making it the correct or new quantity, under Sales, Delivery, Delivery in the Lines grid, click the Action icon for the product which needs to have the quantity adjusted. Then select Modification of issues from the drop down menu. In the Issues grid, click the Action icon, delete the Delivery line. This allows the ability to change the To Ship quantity to "0", next an informative message appears, "Issue quantity equal to zero - the document line will be deleted. Do you confirm the entry?" with a choice of OK or Cancel, select OK. 

This allows the Ordered qty field on the Sales Order to be adjusted, select Save, and Close page. Next create the Sales Delivery.

The second example is for a Sales Order, created for a product which can be sold, yet the quantity entered was incorrect and needs to be adjusted. The Sales Delivery has been created and the Sales Invoice yet the Sales Invoice has not been posted. 

To adjust the quantity, making it the correct or new quantity, first the unposted Sales Invoice will need to be deleted. Then under Sales, Delivery, Delivery in the Lines grid, click the Action icon for the product which needs to have the quantity adjusted. Then select Modification of issues from the drop down menu. In the Issues grid, click the Action icon, delete the Delivery line. This allows the ability to change the To Ship quantity to "0", next an informative message appears, "Issue quantity equal to zero - the document line will be deleted. Do you confirm the entry?" with a choice of OK or Cancel, select OK. This allows the Ordered qty field on the Sales Order to be adjusted, select Save and Close page. Next create the Sales Delivery.

 

 

Important Note: If a Sales invoice, created from a Sales delivery, Sales order has been posted then you are not able to use Modification of Issues.

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