Ship and Debit During Sales Order Processing

Ship and debit adjustments are applied when you click OK on any sales order that includes the items that are set up for ship and debit adjustments and the supplier with whom you have entered the agreement. Depending upon how you set the processing options, the system uses either subsystem or batch processing.

You can access Ship and Debit History from the Customer Service Inquiry form. Use Ship and Debit History data to review pricing formula and cost information. Also, you can review additional detail information about the agreement. You can also view the affected profit margin within Ship and Debit History.

When processing ship and debit adjustments through sales order entry, the supplier number should equal the primary vendor supplier number. Set up the primary source vendor at the item branch/plant or enter it manually during order entry.

Because adjustments are time sensitive and can constantly change, you can reevaluate the adjustments at processing points in the system such as Ship Confirmation or Sales Update. Ship and debit adjustments are based on the promised ship date in sales order detail. For example, should the actual ship date differ from the promised ship date, the system reassigns the agreement.

Adjustments that are assigned to sales order lines are finalized when you confirm shipments or run Sales Update.

To have the system recalculate or reassign adjustments during sales order processing, set the processing options in any of the these programs:

• Sales Order Entry (P4210).

• Held Order Release (P43070).

• Backorder Release and Report (R42118).

• Print Pick Slips (R42520).

• Shipment Confirmation (P4205).

• Sales Update (R42800).