Mass Change Order Lines

This procedure is used to simultaneously change or replace information contained in many order lines.

Information changed this way can be:

Planning date
Requested delivery date
First delivery date
Last delivery
Season
Delivery window
Salesperson
Priority
Customer's order number
Delivery method
Delivery terms
Delivery specification
Transaction reason
Joint delivery

Information that can be replaced this way can be:

Warehouse
Item number

This procedure can also be used to mass delete or mass close order lines. you can to connect a transaction reason when using the delete options, as well as the choice of updating sales statistics with lost sales.

Limitations

You cannot change or delete individual kit components on their own. If, however, the kit header is selected, you can change or delete the kit components.

The order line's status must be lower than 44 = Picking list printed.

The order line cannot have a reference order number.

Before you start

You need to set a record in 'Settings – Batch Order' (OIS278) with source '9 = Mass change for customer orders (from OIS260)'.

Follow these steps

Mass change order lines

Start 'Customer Order. Mass Change Lines' (OIS260).
On panel E, select '2 – Change' in the 'Change type' field.
Use the field on panel E to set a range of parameters to make a selection in order to define which order lines to include in the change. Click 'Next'.
Panel H is opened. On this panel, you can define a new value for a number of fields. For each field there is also a check box which should be checked to update the corresponding field. You can mark the check box and leave the corresponding field blank in order to update the field with a blank value.

You can also define the recalculation of sales price, print out acknowledgements for the changes you made, and if the available-to-promise date should be used automatically as the new planning date in case of shortage.
Use action 'F14 – Update' to update the customer order lines.

Mass replace order lines

Start 'Customer Order. Mass Change Lines' (OIS260)
On panel E, select '6 – Replace' in the 'Change type' field
Use the field on panel E to set a range of parameters to make a selection in order to define which order lines to include in the change. Click 'Next'.
Panel I is opened. On this panel you can define a 'From' and a 'To' value. Define which former values should be changed.

You can change several item numbers at the same time. Default help for these fields are based on the selection made on item numbers in OIS260/E.

You can also define the recalculation of sales price, print out acknowledgements for the changes you made, and if the available-to-promise date should be used automatically as the new planning date in case of shortage.
Use action 'F14 – Update' to update the customer order lines.

Mass close order lines

Start 'Customer Order. Mass Change Lines' (OIS260)
On panel E, select '4 – Deletion/Close' in the 'Change type' field
Use the field on panel E to set a range of parameters to make a selection in order to define which order lines to include in the change. Click 'Next'.
Panel D is opened. Select '0 – Close' in the 'Method' field.

You can also define to print acknowledgments for the changes you made.
Use action 'F14 – Update' to update the customer order lines.

Mass delete order lines

Start 'Customer Order. Mass Change Lines' (OIS260)
On panel E, select '4 – Deletion/Close' in the 'Change type' field
Use the field on panel E to set a range of parameters to make a selection in order to define which order lines to include in the change. Click 'Next'.
Panel D is opened. Select '1 – Delete' in the 'Method' field.
The 'Lost sales' check box on panel D allows you to update the sales statistics with the lost sales together with a reason code that is specified in the field 'Transaction reason'. You can also define to print acknowledgments for the changes you made.
Use action 'F14 – Update' to update the customer order lines.