Marking Sales Orders as Exceptional

On new or existing sales orders, you can flag either entire order generations or individual line items as being exceptional sales.

Direct shipments do not affect the demand forecast calculation. You cannot flag a direct shipment order generation as being an exceptional sale generation because the inventory does not come into your warehouse.

To indicate that an entire order generation is an exceptional sale:

  1. From the Orders menu, select Sales Order Entry to display the Initial Order Entry dialog box.

  1. Display the sales order for which to mark generations or line items as exceptional.

  2. Click the Header tab to display the header view.

  3. From the Edit menu, select Additional Information to display the Additional Header Information dialog box.

  4. Select the Exceptional Sale check box.

  5. Save the information and exit the dialog box.

The system now considers all items related to this order generation to be exceptional sales. When the order is processed, the stock location code for the exceptional sale items change from S (Stock) to E (Exceptional).

To indicate that an individual line item is an exceptional sale:

  1. From the Orders menu, select Sales Order Entry to display the Initial Order Entry dialog box.

  1. Display the sales order for which to mark generations or line items as exceptional.

  2. Click the Detail Scheduling tab to display the scheduling view.

You cannot flag tagged quantities as exceptional sales.

  1. From the Options > Line Options menu, select Schedule to display the Line Item Scheduling dialog box.

  2. In the Qty Type column for a ship date that corresponds with a ship quantity, enter E(Exceptional).

The system now considers this line item to be an exceptional sale.

  1. Save the information and exit the dialog box.

See Also:

Exceptional Sales Overview

Marking Processed Orders as Exceptional