- [Instructor] OEC has fulfilled two
of the three Huli pizza orders.
The third shipment is those refurbished tablets
to Sara in Carpinteria.
So let's go to that sales order,
which happens to be the one just before this,
so I can hit the previous record button, and there it is.
And there's a problem with this order
that we found out earlier, there wasn't enough tablets.
So let's look at some ways of handling this problem.
First of all, go over here to where it says quantity,
and I'm going to put 20 back in just the way it is.
The only reason is we want to change this field once,
so I hit tab,
we get this screen again,
the item in availability check.
It tells us the order was for 20,
but there are only 15 in stock
that will be available at this time.
As we can see here in available quantity,
of course, with the new items that I have here,
I'm going to close this up again for a sec.
You can see that here as well
I've got the quantity
in the warehouse committed and ordered.
Okay, for the full picture,
we're going to check the inventory masters inventory tab.
So I'm going to go back over here to the item number,
I'll click on that.
Go here to the inventory again,
we have 15 in stock,
we committed 20, so we're down five.
So go ahead and hit cancel here,
and we now can see what that situation has looked like.
We could copy this to delivery document
and even add all
the 20 tablets of the packing slip without complaint.
However, there's two reasons
the order will not add a delivery document.
The first is serial numbers, these have serial numbers,
and there's only enough for the tablets you have,
which is 15.
Even if you do have enough,
you'll get an error
that the quantity falls into negative territory.
So here in the sales order
I'm going to change things a little differently.
So I'm going to hit tab again and there we go.
We get our item availability check,
which we haven't actually resolved yet.
So let's look at these options a little more carefully
and see what we can possibly do.
I have two reports I can make decisions from,
which is the display available,
it's a promise report,
and the quantities in other warehouses reports.
So for example, I can click on this one, hit okay,
and shows me items by warehouse
and you can see here much like
we got what the inventory master item,
exactly where things are.
And it's not a great situation here,
we don't have any,
there's not any being ordered,
there's nothing coming in,
We just have those negative.
Okay, so I'm going to cancel this.
I could have just picked in one from there,
If I needed it,
I could check display alternative items
and we can find out on the bottom here,
there are none.
And let's look at the available of promise.
So we said that we committed 20 to Huli Pizza,
and this will show you who we've promised
and who we've committed to,
and the total in stock.
Again, nothing we can do here,
and we've got a problem with this.
So what's our other choices.
I'm going to close that back up.
I can delete the row, and just say I'm not going to to do this.
I can continue like we did before,
and we'll keep getting this because
we're going to be in a problem.
So the last option we have is change to available quantity.
I'm going to click this option and hit okay,
and those quantity changes to 15.
So that's all I've got.
I could just mark these as a backward in the remarks,
instead I give Sara a call
and tell her the situation.
She needs those tablets,
so she agrees to buy five white tablets.
So I'm going to change the sales order to agree with that,
and we're going to add enough tablets to the work.
So I'll do quantity of five here for white tablets.
And from there I can update this.
Okay, so now that's been updated,
I can now go to copy to button here,
and hit delivery and go through
the delivery process for these.
And I can do that with all the steps we've already done,
so I can go here,
let's do a packing slip
and I'm going to to throw everything into one box.
Next we do this,
we'll put both sets of tablets in the one box,
I'll update that,
I can go to logistics.
This is going UPS Red.
I have a checking number of, I don't know, let's say zero.
Okay, so there's our tracking number.
I find out that's going to cost me $75 to send all this,
so I'm going to go to the freight
and, update my freight.
All right, we've got everything ready to go here,
so I've done everything I've needed for all that.
Now I'm going to go ahead and hit add,
it says okay, we're going to close
that sales order.
So go ahead and yes,
we're going to close the sales order.
And we get the error about the tablets,
and I'm going to do this,
the fast way as you can actually Shift click these,
Of course you're supposed to be paying attention
to these and figuring out which ones are which,
and the whole bit,
but for demo purposes, I'm just going to Shift select all
of the serial numbers and push them over,
cause it's all 15.
It's pretty straightforward there.
And so I get all my serial numbers taken care of,
I can update that.
Now try adding this delivery document.
Says I'm going to close the sales order,
that's fine.
And operation is completed successfully.
Well there are a few more ways to quantities and inventory.
If you're using the CRM module,
you are not licensed to see them.
When you run into inventory problems,
it's best to handle them as soon as they appear,
they won't always work on custom items,
or just in time items.
And for those who'll be changing the quantities
in the delivery document prior to shipping.