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Our customer often encounters the following: customer order 900 lotted items (lotted, when received, user entered lot nbr) which they mark for PO, PO is created for 900 items, vendor overships 1000 items, customer agrees to buy all 1000. Because they are lotted, the only way we have been able to accomplish this is to go back and update the quantities of the SO and PO to match the end qty of 1000. Then they do a PO Reciept for the 1000. The problem comes when trying to create a shipment. The shipment only wants to ship what is allocated, which is the original 900. And Line Details on the SO is acting like they need to create another PO to satisfy the extra 100 - I cannot uncheck the Mark for PO box. Screenshots of the entire process below.

Original SO for 900 marked for PO

Quantities on SO and PO changed to 1000. Then…

Purchase receipt for 1000
SO line details has allocated 900, not 1000

Can’t uncheck Mark for PO or check Allocated on the third line. Adding a new line acts the same. They could live with the unallocated 100, but this is what happens when the shipment is created:

Shipment for 900

Can’t add a line to the shipment, or adjust qty to anything over 900 without an error.

Any ideas?

@dsimone20 You should be able to change the Quantity in the line with the PO link from 800 to 900. 

 

 

@dsimone20 You should be able to change the Quantity in the line with the PO link from 800 to 900. 
 

Unfortunately they have small lots and need to add a different lot number, so they can’t just change the qty on an existing lot. I should have specified that.

@PragatiMalviya64 any other suggestions?

@dsimone20 No. I will recommend reaching out to support. 

Hi @dsimone20 were you able to find a solution? Thank you!

@Chris Hackett not yet. Support is still pondering.

Support came through with a solution that I wanted to share for posterity:

1: Go to the Sales Order line and uncheck the 'Mark for PO'. 

2: Open the Line Details and mark both lines (for 900 and 100) as Allocated and close the Line Details box. 

3: Go the Sales Order Line and check 'Mark for PO' again. 

4: Create Shipment, you will see two lines on shipment line 1 = 900 and Line 2 =100.

5: Allocate the Line 2 with same Lot number using Line Details option.

6: Then Save and Confirm shipment. User should be able to process shipment completely.

Thank you for sharing your solution with the community @dsimone20!

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