Amend goods despatch (traceable item)
This explains how to change the amount of a traceable item that has been despatched on an order. Traceable items remain allocated to the order. You must amend stock allocations to remove items from an order, or to change the batch/serial numbers of an item. You can reprint the despatch note if required.
- Items are added or removed from the despatch note.
- The overall stock quantity is updated.
- If you have integrated with Project Accounting, are using Work In Progress (which is selected in the Project Accounting Settings | Posting tab) and you chose to Update stock quantities when order despatch is confirmed in the SOP Settings Processing tab:
- Costs posted to the WIP account are adjusted.
- The WIP value is updated with the adjusted costs, including uplift.
- The traceable items remain allocated to the order.
To amend despatch of traceable items
Open: Sales Order Processing > Order Processing > Goods Despatched and Received > Amend Goods Despatched.
- Select the despatched order lines that you want to amend using the Select items to despatch options.
- Click Display. The despatched order lines that have not been invoiced are displayed.
- Select an order line and click Amend.
- Amend the despatch quantity. This amount must a multiple of the item's selling unit.
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Click Save to confirm the changes. A list of available batch/serial numbers appears.
If you assign numbers when the stock is allocated, the batch/serial numbers despatched, and the numbers allocated, are displayed.
If you assign batch/serial numbers when you despatch the stock, the available batch/serial numbers are displayed.
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Select and/or confirm the batch/serial numbers for despatch.
Use the check box to the left of an item to select the item.
Enter the Qty to Despatch. for your batch numbered items.
Tip:When dealing with batch/serial numbered items you can use:
- Find: To search for batch/serial numbered items.
- Show details: To view further information such as the item's supplier and goods in details.
- Refresh: To clear the selection and start again. You may need this if you are notified that the items have been secured by other Sage 200 processes.
- Click OK to save the information.
- When you have finished amending the despatch quantities, click Save.
Tip: If you have recorded any tracking or shipping information with the despatch, then some of these details may need to be changed, for example the weight or number of pieces. You can update tracking information for the despatch by using Amend Tracking Information. See Tracking and shipping information for a despatch.