You should enter information in the Lost Sale F/M during initial installation and setup. Lost sales are also posted by the Daily Sales Register update. You can also use this file maintenance program to update and delete lost sales records. This program has a filters feature that allows you to refine the records that are displayed.
You can select a record in this program display the Lost Sale Entry (SOC320) screen to change the lost sale information. When you initially access Lost Sale F/M the From Lost Sales From and To Dates default to First and Last, the Warehouse field defaults to the global warehouse value for the user and the Reason code defaults to the value set in SO Static F/M. Enter the item, customer or ship to location to use for filtering records.
Once you enter values (or cleared already present values), click Apply Filter to display lost sales records on the Lines tab, matching the entered filter criteria. You can highlight a line and select Edit to open the line in Lost Sale Entry (SOC320), Delete to remove the existing lost sale line; or select Add to add a new lost sale in Lost Sale Entry (SOC320).
NOTE: Entering original information into this file is optional.
Lost sales are recorded during the Daily Sales Register update when the back-ordered quantity was 0, but you did not ship all the items ordered. For example, if the customer ordered 5 and the shipped quantity was 3 and the back-ordered quantity was 0, then the lost sales would record 2.
Before using this program, make sure the Lost Sales tracking flag is selected in SO Static Control F/M.
For more detailed information on file maintenance programs, consult the following topics.
Entering Lost Sales F/M (SOF930) information