An example of order total redistribution:
While lot item orders are based on a special negotiated price, the overall lot price and cost may change if the needs of the job or project require it. To change the overall totals, use the Lot Totals window to distribute the new order totals over all of the lot item and stock item generations on the order, even if the order is still in bid mode.
Do not redistribute totals once materials have shipped, because although distributing new totals does not affect invoiced shipments or canceled generations, invoiced amounts are taken into account during the redistribution.
If you are using material detail pricing for any lot items, you cannot redistribute order totals. If you attempt to do so, the system issues a warning and opens the Lot Totals window in view-only mode.
An example of order total redistribution:
To redistribute lot order totals:
From the Orders menu, select Sales Order Entry to display the Initial Order Entry dialog box.
Open a sales order or bid that includes a lot item.
Click the Totals tab to display sales order totals information.
From the Additional menu, select Lot Totals to display the Lot Totals window.
Review the following view-only fields, as needed:
|
Field |
Description |
|
Invoiced Amount |
Displays the amount already billed to the customer for all order generations. |
|
Open Amount |
Displays the total unbilled amount for all order generations |
|
Current Total |
Displays the sum of the invoiced amount and the open amount |
|
Open Lot Amount |
Displays the total unbilled amount for all lot items on the order. |
|
Billed Lot Amount |
Displays the amount already billed to the customer for all lot items on the order. |
|
Canceled Amount |
Displays the total amount of any stock generations that were canceled. This total does not include lot items unless a canceled invoice generation is the last open generation for a lot item. |
|
Total Lot Amount |
Displays the sum of the open lot amount and the billed lot amount. |
Review the following for each order generation, as needed:
|
Column |
Description |
|
Ship Date |
Displays the date the order generation is scheduled for shipment to the customer. The system uses a ship date of 10/15/2241 to identify canceled generations. |
|
... |
Displays the status of the order generation. Valid values include:
|
|
Amount |
Displays the total price of the order generation. This does not include any tax, freight, or handling charges for lot items. Only one generation for a lot item displays an amount (and an L indicating that this is a lot item); the system uses *LOT* to identify other generations for the same lot item. |
In the Last Total Amount field, enter the amount to distribute over all open generations. Confirm when prompted about prorating all open generations.
Once you confirm, the system determines whether the prorated amount exceeds your authorized minimum gross profit percentage and maximum discount from the standard price. Depending on your authorization level, the system may warn you about exceeding these values.
Note: You cannot remove lot item totals from this window. To remove a total, delete the lot item from the sales order, or cancel all open shipment generations, for example,if the lot item has no invoiced generations.
See Also: