The line-item portion of the program allows the entry of up to 999 line item and message lines to complete the order. Line numbers are assigned automatically beginning with 001 and increments by one for each individual line item up to 999. In the rare case where 999 line items have been entered on a single order, the program proceeds to the selection prompt and refuses further entries.
Tip: When you press Enter or Tab when entering quote information, the additional fields that appear, such as Ship Via Code, an inside salesperson code, etc., depend on the settings selected in SO Entry Options F/M. This procedure details all possible entries. Most of these entries already display default information; you can modify these values.
When you add a new line item in Credit Memo Entry, the quantity value always defaults to a negative number, unless you specifically enter a plus (+) sign in the Quantity field.
When you are modifying a credit memo line item, the quantity value retains the same sign (+or -) that it was entered with, unless you specifically change it.
This window contains all the possible fields for Credit Memo Entry items processing. Use the following field descriptions to enter a credit memo line item. Depending on the confirmation method you choose, you can enter different information on this screen. Refer to the Choosing a confirmation method topic for details.
1. Item number
Enter an item number manually or press F2 to select one from the Item Search.
If you enter a temporary item or a catalog item, the system displays additional field fields. Refer to the Temporary and Catalog Item Entry topic for field details.
If you enter a standard part number, the system uses the unit of measure (UM) from the Standard Part Number record as the default selling UM instead of the default selling UM in the Item F/M record. If you select not to use the standard part number UM or the standard part number UM is blank or not a valid selling UM for the item, then the system uses the standard default UM for the item.
TIP: For detailed information about entering serial/lot items refer to the Entering serial/lot items topic.
Enter M to enter a memo line.
Choose the Options menu to access Catalog Item Search, Customer Item Search, Past Sales Search, and several other searches.
Choose the View menu to access Item Interchanges.
When you enter an item number, the system displays the Gross Margin for the item in the GM% field. If you modify the pricing and unit cost for the item, the system updates this value.
2. Exceptional Sale
Select the Exceptional Sales checkbox to indicate that this line item should not be included usage for replenishment calculations.
3. Usage Date
For line items that should have their usage included in replenishment calculations, enter the date to use or press F1 to enter the system date.
4. Credit Usage Warehouse
Specify the warehouse to use to credit the usage for the item on the credit memo.
5. Whs
The system displays the warehouse selected on the sales order. You can modify this value, or press F2 to search other warehouses to display the Search Warehouses window containing warehouses that have the item, along with the available, on hand, committed, on order, backordered and surplus quantities for the unit of measure selected.
6. Quantity
Shows the quantity of the item the customer is returning. Edit the quantity, if necessary. Press F2 to change the unit of measure. This can be used if, for example, the default UM is each but the customer wants to order a box.
Positive and Negative Quantities in Credit Memo Entry: When you add a new line item in Credit Memo Entry, the quantity value always defaults to a negative number, unless you specifically enter a plus (+) sign in the Quantity field. When you are modifying a credit memo line item, the quantity value retains the same sign (+ or -) that it was entered with, unless you specifically change it.
7. RC
Enter the returns code. Press F2 to find a code. Returns codes can be created and maintained in the Returns Code F/M, located on the SO Infrequent File Maintenances menu. Returns codes can be one of two types: returns or allowance. Use a return type code if the customer is returning merchandise that can be put back into inventory. Use an allowance type code if you are refunding the customer for merchandise that cannot be returned to inventory, for instance broken or defective product.
8. Type
The type appears on screen once you select a code.
9. Price
Enter a price. You can press F3 to select one from the Price Search window.
Press F2 to change the unit of measure on the price selection.
A letter appears after the pricing UM to indicate which pricing option you selected.
If the Price Options window is open enter once of the following in the Price field to import the corresponding price:
S-Standard, C-Contract, D-Default, T-List, L-Last, L#-Price level, Q#-Quantity break, U-user override – you keyed in a price.
To access the Price Options window, select View and make sure a check appears next to Price Options.
10. Unit Cost
The unit cost for the item display as the default. You can modify this value.
11. Press F3 (End Entries) to complete an entry in the line-item portion of the Order Entry program.
The line number is incremented by one, displayed, and the program returns to the item field for the next line-item entry.
You have the following options:
Select the Payments button to access to the Deposit/Payment Entry window. Refer to the Deposit/Payment Entry topic for details.
Select the Header button to access the Credit Memo header detail screen, which is used to view and/or modify warehouse, shipping information, request and order dates, and salesperson, freight, terms and ship via codes.
Highlight a line item and select the Line Detail button to access the Credit Memo line detail screen, which is used to view and/or modify item descriptions, quantity and shipping information, costing, and PO information.
You can:
access Note Entry (SME710) for the customer, item, quote header or line record specified in the program.
Edit - to make changes for the highlighted line item.
Add a line.
Delete the highlighted line.
Insert a line item above the highlighted item in the browser.
Save your changes.
See Also
Enter a new credit memo (process overview)
Delete an existing credit memo
Add line items (includes line-item entry fields)
Find line items in the browser
Designate a line item for direct ship
Creating BOM items (kitting, on-the-fly)