Lost Sales Enhancement (SOC320)

In the 7.8.0 release existing Lost Sales functionality was enhanced as follows:

• The Lost Sales Entry (SOC320) program was redesigned as a stand-alone File Maintenance interface, which allows Lost Sales Entry to be invoked without dependencies limiting its display and use by a user and has filters allowing the user to refine the records displayed.
• Lost sales processing was modified for usage (moving away from simple item count/quantity/total buckets).
• Lost Sales Entry (SOC320) is now available by right-click access from Entry screens (providing the user has the proper security and the system has Lost Sale ability specified in the SO Static Control program).

You can access the Lost Sale Entry (SOC320) program three ways:

From Order Entry Quote Entry, Direct Invoice Entry, Counter Sale Entry, Confirmation Entry, Purchase Order Entry, and Contract Item Entry you can select Options>Lost Sales Entry, if the Lost Sales checkbox is selected on the Use Features tab of SO Static Control F/M (SOF930). 

You can right-click to access Lost Sale Entry from the same entry screens listed above except , providing you have the proper security and the system has Lost Sale ability enables in SO Static Control F/M. 

The Lost Sale Entry option can be triggered automatically. If you reset the ordered quantity from the original order quantity entered, but the shipped, backordered and committed quantities do not equal the new order quantity. The program prompts you to indicate whether to post the difference (original order quantity minus new reset order quantity) to lost sales. Select R-Review to display the Lost Sales Entry (SOC320) screen and modify the lost date, update usage, quantity, price, cost, reason, and/or notes. Note that you must have the proper security code clearance as entered for SO Static Control F/M (SOF930) to select the R-Review option and display this program. If a password is required for SO Static Control F/M (SOF930) then the password prompt will display before allowing you to continue. If you select Cancel on the Password prompt, a lost sale will automatically be recorded.

Sales Orders Program Enhancements

SO Static Control F/M (SOF980)

On the Use Features tab of SO Static Control F/M the Lost Sales settings were expanded:

• The Lost Sales checkbox, which indicates if lost sales tracking is used, is now tied to a default reason code and an indicator to record lost sales.
• Lost sales are calculated in the Daily Sales Register by subtracting the committed amount from the ordered amount when there is no backordered amount and enough available to fill the order (see Lost Sales F/M).  You must also specify a Default Reason Code for Lost Sales to be used as the default when posting lost sales during Order Entry or when converting a quote to a sale. Use the Record Lost Sales checkbox to indicate whether the default action on the ‘delete’ screen for an order or a line is to record lost sales information.  If a user does not have Lost Sales security then the option will not display on delete.  If the option does not display but is set to Review in SO Static Control F/M then the default is Yes (record the Lost Sale). 

Convert Quote Lines Program

When converting a quote to a sale if the Lost Sales is selected on the Use Features tab of SO Static Control F/M (SOF980), you can now post to lost sales if the item is inactive and the quantity is greater than the available amount.  Select from the following options to indicate how to record and process the lost sale:
No to indicate that you do not want to record the lost sale, Review to display the Lost Sales Entry (SOC420) screen and modify the lost date, update usage, quantity, price, cost, reason, and/or notes,  or Yes to record the lost sale using the default lost sale reason code entered SO static Control F/M, the quote date as the lost sale date and usage defaulting to “no update”.

Order Entry Programs:  Order Entry, Quote Entry, Direct Invoice Entry, Counter Sale Entry, Confirmation Entry, and Contract Item Entry

When deleting line items in entry programs if the Lost Sales is selected on the Use Features tab of SO Static Control F/M (SOF980), you have the opportunity to post to lost sales if the item is inactive and the quantity is greater than the available amount. 

You can select from the following options to indicate how to record and process the lost sale: No to indicate that you do not want to record the lost sale, Review to display the Lost Sales Entry (SOC420) screen and modify the lost date, update usage, quantity, price, cost, reason, and/or notes, or Yes to record the lost sale using the default lost sale reason code entered SO static Control F/M, the quote date as the lost sale date and usage defaulting to “no update”.

The Order Entry, Quote Entry, Direct Invoice Entry, Counter Sale Entry, Confirmation Entry, Purchase Order Entry, and Contract Item Entry programs have a menu option to access Lost Sales Entry if the Lost Sales checkbox is selected on the Use Features tab of SO Static Control F/M (SOF930).  You can right-click to access Lost Sale Entry from the same entry screens listed above except , providing you have the proper security and the system has Lost Sale ability enables in SO Static Control F/M.  The Lost Sale Entry option can be triggered automatically. If you reset the ordered quantity from the original order quantity entered, but the shipped, backordered and committed quantities do not equal the new order quantity, the entry program prompts you to indicate whether to post the difference (original order quantity minus new reset order quantity) to lost sales. Select Review to display the Lost Sales Entry (SOC320) screen and modify the lost date, update usage, quantity, price, cost, reason, and/or notes.  Note that you must have the proper security code clearance as entered for SOF930 to select the Review option and display this program. If a password is required for SOF930 then the password prompt will display before allowing you to continue. If you select Cancel on the password prompt, a lost sale will automatically be recorded.  When Lost Sales Entry (SOC320) is displayed, you can modify the lost date, update usage, quantity, price, cost, reason, notes fields.  Use the Skip button to not record the lost sale.  Saving records the lost sale.  The “lost sale reason code” value set in SO Static Control F/M displays as the default.  Reason codes are created and maintained in the Lost Sales Reason Code F/M (Sales Orders>File Maintenances>Lost Sales Reason Code F/M).

SO Customer Inquiry Program

The SO Customer Inquiry (SOI610) program was updated to contain a new Lost Sales view to display lost sales information for each item for the specified customer. Listed information consists of item number and description, Ship-to locations, salesperson information, order entry date and user, and edit date and user.