Changing Material Quantities on Orders

If you already added material to an order and need to edit the item to either increase or decrease the quantity, you need to be aware of what happens to the allocated or reserved quantities on the Stock Details tab of the item.

Decreasing Material Quantity on an Order

If you add a material item with Qty of 5, the 5 go Allocated as shown on the Stock Details tab below:

Change the quantity to 2 on the Item tab or on the Stock Details tab

Click the Stock Details tab
Click Select Stock

Double click on the stock lot you want to reserve the 2 from and click OK

The stock reserved is now two

Increase Material Quantity on an Order

Item is added to the order with a quantity of 2. The Stock Details tab shows 2 allocated:

On Item tab, increase the quantity to 5 and click OK.
On the Order Item tab, double click on the material to open up again.
When you open the Item up again, you will see on the Stock Details tab, you will see another stock added for the difference (3). They will be split into two lines.

If you prefer one line of stock reserved instead of two, delete both stock lines by highlighting the stock line and clicking delete in lower left corner (image below).

After deleting the two stock lines, click Select Stock.

In the search window that opens, select the stock lot you want to reserve the full quantity from.