Posting lost sales

  1. Access Lost Sale Entry (SOC320) using one of the methods listed in Accessing Lost Sale Entry (SOC320).
  2. (Optional) In the Customer, Ship-To, and Slsp/Terr fields specify information as needed. Default values are available when Lost Sale Entry is called from SO Entry programs.
  3. Specify the item, quantity, price, and cost values in the Quantity, Price, and Cost (if cost is shown) fields as needed. Default values are available when Lost Sale Entry is called from SO Entry programs. Note: The Cost field does not display if you do not have the cost security code, and the Cost column in the list box will also be hidden. Items not on file can be entered.
  4. After you specify information in the above fields, matching or near matching records already on file are displayed in the lower list box.
  5. (Optional) Update the Reason Code as needed. The Reason Code will default to the SO Static value entered for default reason code.
  6. Specify whether to Update Usage. The default setting is based on the value for the Reason Code in Lost Sale Reason Code F/M.
  7. (Optional) In the Notes field, specify any notes for the lost sale entry.
  8. Click Save to record the lost sale.
  9. (Optional) Click Reset Filter to clear the list box of any values and reset the header field values on the screen to enter more lost sales information.
  10. Click Done to exit the program.