Editing Lot Item Materials

Use the Lot Item Material Detail window to review or edit all of the materials ordered on a lot item.

Note: If you have authorization, you can add or edit lot item materials even after the lot item generation has been invoiced. You can also edit quantities, prices, and costs on a direct shipment generation on which payment has been made, provided the lot item is not set to use the Material Detail Pricing invoice method.

To edit a lot item material:

From the Orders menu, select Sales Order Entry to display the Sales Order Entry window.

Open a sales order or bid that includes a lot item.
Select the lot item.
From the Line Item menu, select Lot Item Status to display the Lot Item Status window.
From the File menu, select Material Detail to display the Lot Item Material Detail window.
Review the following view-only fields, as needed:

Field	Description
Lot Item Description	Displays a brief description of the lot item product.
Lot Price	Displays the amount you are charging the customer for the lot item.
Lot Cost	Displays the amount the vendor is charging you for the lot item.
Shipment	Displays the date the displayed materials are scheduled for shipment to the customer. You can change this value for direct shipment orders by selecting Change Shipment from the Edit menu, and selecting either a different date or All Detail from the list. To add a new ship date, see Scheduling Lot Item Materials for Multiple Shipments.
Order	Displays the number that identifies the sales order on which this lot item was entered. Note: This field is located at the bottom left of the window.

Review or edit the following for each material, as needed:

Column	Description
Order Qty	Enter the total quantity of the selected material needed to complete the job or project. You can change this value in this window only.
Ship Qty	Enter the quantity of the selected material scheduled to ship on the displayed shipment date. You can change this field for backorders only; otherwise, refer to the Scheduling Lot Item Materials for Multiple Shipments topic.
Description	Enter a brief description of the requested item. You can enter either a user-defined text description, or, if you maintain the product as a nonstock product in Product Maintenance, a slash (/), followed by the product description. To enter a multi-line product description, use the Expand Desc hot key to display the Multi Line Custom Description screen. Enter the product information and press Esc to display the full text in the Description field.
Unit Price	Enter the amount you are charging the customer for one unit of the selected material, depending on the unit of measure. For example, if the unit of measure is bx (box), the unit price is the price per box of the material. If you edit the gross profit percentage.
Unit Cost	Enter the amount the vendor is charging you for one unit of the selected material, depending on the unit of measure. For example, if the unit of measure is bx (box), the unit cost is the cost per box of the material.
GP %	Enter the amount of profit your company receives as a result of the sale of the material. The system calculates this amount based on the material's unit price and unit cost. However, if you edit this percentage, the system recalculates the price of the lot item material.

Exit the window.

If you changed the ordered quantity for a material, you may be warned that you have unscheduled shipment quantities. From the Edit menu, select Change Shipment and select All Detail from the list, and then see Scheduling Lot Item Materials for Multiple Shipments for information on how to correct the problem.