Editing Lot Item Materials

Use the Lot Item Material Detail screen to review or edit all of the materials ordered on a lot item.

Note: If you have authorization, you can add or edit lot item materials even after the lot item generation has been invoiced. You can also edit quantities, prices, and costs on a direct shipment generation on which payment has been made, provided the lot item is not set to use the Material Detail Pricing invoice method.

To edit a lot item material:

From the Orders menu, select Sales Order Entry to display the Sales Order Entry screen.
Open a sales order or bid that includes a lot item.
Select the lot item and use the NonStk/Lot hot key to display the Lot Item Status screen.
Use the Material Detail hot key to display the Lot Item Material Detail screen.
Review the following fields, as needed:

Field	Description
Lot Desc	A brief description of the lot item product.
Order #	The number that identifies the sales order on which this lot item was entered.
Lot Price	The amount you are charging the customer for the lot item.
Lot Cost	The amount the vendor is charging you for the lot item.
Shipment	The date the displayed materials are scheduled for shipment to the customer. You can change this value for direct shipment orders by using the Change Shipment hot key and selecting either a different date or All Detail from the list. To add a new ship date, see Scheduling Lot Item Materials for Multiple Shipments.

Review or edit the following for each material, as needed:

Column	Description
Ord Qty	The total quantity of the selected material needed to complete the job or project. You can change this value in this screen only.
Shp Qty	The quantity of the selected material scheduled to ship on the displayed shipment date. You can change this field for backorders only; otherwise, refer to Scheduling Lot Item Materials for Multiple Shipments.
Description	A brief description of the requested item. You can enter either a user-defined text description, or, if you maintain the product as a nonstock product in Product Maintenance, a slash (/), followed by the product description. To enter a multi-line product description, use the Expand Desc hot key to display the Multi Line Custom Description screen. Enter the product information and press Esc to display the full text in the Description field.
Unt Price	The amount you are charging the customer for one unit of the selected material, depending on the unit of measure. For example, if the unit of measure is bx (box), the unit price is the price per box of the material. If you edit the gross profit percentage, If this field is not visible, use the View hot key and select Price/Cost from the list.
Unt Cost	The amount the vendor is charging you for one unit of the selected material, depending on the unit of measure. For example, if the unit of measure is bx (box), the unit cost is the cost per box of the material. If this field is not visible, use the View hot key and select Price/Cost from the list.
GP %	Gross Profit Percentage. The amount of profit your company receives as a result of the sale of the material. The system calculates this amount based on the material's unit price and unit cost. However, if you edit this percentage, the system recalculates the price of the lot item material. If this field is not visible, use the View hot key and select Price/Cost from the list.
Type/Tag	A user-defined code that identifies the product group to which the material belongs. For more information about this field, see Type/Tag and SubType Concepts. If this field is not visible, use the View hot key and select TypeTag/SubType from the list.
SubType	A user-defined code that identifies the component associated with the Type/Tag. For more information about this field, see Type/Tag and SubType Concepts. If this field is not visible, use the View hot key and select TypeTag/SubType from the list.

Press Esc to exit the screen.

If you changed the ordered quantity for a material, you may be warned that you have unscheduled shipment quantities. Use the Change Shipment hot key and select All Detail from the list, and then see Scheduling Lot Item Materials for Multiple Shipments for information on how to correct the problem.