New document number
Use this option to manually assign a document number.
Open Existing Doc
Enables you to open and edit an existing document.
Delete Document
Allows you to delete a document with items on it.
Edit
Add line
Enables you to add a line item to the order
Insert line
Enables you to insert a line item above the one selected in the item browser.
Delete line
Deletes a line item from the order.
Find line item
Enables you to search for a line item entered on the order by item number.
View
Shipping Warehouses
Displays the number of line items for each shipping warehouse and direct ship and the ship via code. Allows you to change the ship via code for each shipping warehouse.
Enables you to change the ship via for a shipping warehouse once lines have been entered for a warehouse.
The Shipping Warehouses window displays the warehouse number, its description, the number of line items designated to ship from that warehouse and either a direct ship or the ship via code assigned for that warehouse.
Class Totals
Displays all item classes on the document and the number of line items in each class and class. This view also breaks down the document total by class.
Document Totals
Displays totals for weight, units, cost, merchandise, sales tax and miscellaneous sales.
Item Interchanges
Allows you to look up alternate references listed for each item number.
Aging
Displays the customer's credit limit, balance, current amount due, amounts overdue (if any) and any aging information.
Past Sales
Displays the customer's purchase history for a selected item. The history includes the purchase date, invoice number, the quantities purchased and in which units, the price per unit and the pricing unit of measure.
Quotes
Displays quotes on file for a selected item and shipping warehouse. In addition to the quote number, this view shows which customer the quote is for, when the quote was entered and when it expires, as well as item quantities, prices and extended prices.
Committed
Displays committed quantities for a selected item. Choose to view sales orders, warehouse transfers, manufacturing tickets and equipment rental contracts (for Service & Repair users).
On Order
Displays any purchase orders, and for BOM items, any manufacturing tickets on file for the selected item. Enables you to view the quantities on order for this item.
Customer Notes
Displays any notes entered in AR Customer Inquiry or Notes Entry SME710 for the selected customer. Refer to the Viewing/Entering Notes from Sales Order Programs topic for details.
You cannot access the Customer Notes feature (View-->Customer Notes) while you are working in the line-item portion of the screen. When you finish with line items, place the cursor in the header portion of the screen and then select View-->Customer Notes.
Document Notes
Displays any notes entered in IC Item Inquiry or Notes Entry SME710 for the selected document. Refer to the Viewing/Entering Notes from Sales Order Programs topic for details.
Line Notes
Displays any notes entered in IC Item Inquiry or Notes Entry SME710 for the selected document line. Refer to the Viewing/Entering Notes from Sales Order Programs topic for details.
Item Notes
Displays any notes entered in IC Item Inquiry or Notes Entry SME710 for the selected item. Refer to the Viewing/Entering Notes from Sales Order Programs topic for details.
Price Options
Toggle this window on or off as needed.
The window appears while you are adding or editing a line item in the line item entry section of the main Credit Memo Entry screen. It displays all the available pricing options for this item, including any contract pricing, list prices, quantity breaks, level pricing etc. while you are in the price field.
Warehouse
Quantities
Toggle this window on or off as needed.
The window appears while you are adding or editing a line item in the line item entry section of the main Credit Memo Entry screen. It displays the available, on hand, committed, on order and backordered quantities for the item you are entering.
Allows you to track lost sales on items. Lost Sales functionality is only available if the Lost Sales checkbox is selected on the Use Features tab of SO Static Control F/M (SOF930).
Enter the item number, description, the quantity, UM, price and the reason code. Choose OK or press Enter (CR) to return to the main SO entry screen.
The Lost Sale Entry option can be triggered automatically. If you reset the order quantity from the original order quantity entered, but the shipped, backordered and committed quantities do not equal the new order quantity. The program prompts you to enter Y or N to indicate whether to post the difference (original order quantity minus new reset order quantity) to lost sales. If you enter Y (and the Use Lost Sales flag is selected in SO Static Control) the Lost Sales Entry window appears. The program defaults to Y.
Note: Reason codes are created and maintained in the Lost Sales Reason Code F/M (Sales Orders-->File Maintenances-->Lost Sales F/M).