Line Detail (SOE511)

Field

Entry

Item number

Display only in this window.

From Order #

The source document type and number.

Description

Enter a new item description, if necessary.

Customer Item

Enter the customer’s description or reference number for this item, if applicable.

Item notes

Choose the link the view any notes entered on this item. (Enter notes through the Item Inquiry program, access code ii).

Taxable

Indicate whether this item is taxable. The program defaults to the Taxable setting in the item’s master file (see Item F/M).

Original order

Displays the original quantity entered on the order. It .

Ordered

Displays the quantity of the item that the customer wants to order. Press F2 to change the unit of measure. This can be used if, for example, the default UM may be each, but the customer wants to order a box. Press F4 to backup to the Taxable field.

Press F9 to Browse other warehouses to view available, on hand, committed, on order, backordered and surplus quantities.

UM

The unit of measure field is display only. For 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.

Committed

Enter a quantity to commit in the warehouse or accept the default.

This field defaults to the quantity ordered, if that quantity is available in the selected warehouse.

Backordered

Enter a backordered quantity if the quantity ordered is greater than the available quantity in the selected warehouse.

When you enter a backordered quantity, Sales Order Entry programs base suggested document creation on the Stock, NonStocked, Uninventoried, and Temporary prompts in Sugg PO/TR by Type section on the Line Options tab of SO Entry Options F/M (SOF915). Use these settings to indicate whether you want to have the system ask to create suggested purchase orders or suggested transfers by item type during Order Entry line processing. Refer to the Suggested Transfer/Purchase Order Creation from Sales Order Entry Programs topic for detailed information about creating suggested warehouse transfer or purchase orders for backordered quantities.

The program skips this field if:

• The customer does not allow backorders (Allow backorders flag not selected in AR Customer F/M)
  
• The item is a direct ship
  
• The selected warehouse has enough inventory to fill the order.
  

If the backordered and committed quantities do not add up to the ordered quantity, the entry program forces an adjustment.

Price

Enter a price or press F3 to select one from the Price Search window.

Press F2 to change the pricing unit of measure.

If the Price Options window is open enter one 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.

UM (pricing)

Display only.

Shipping Whse

Enter the warehouse from which this item is shipping. Press F2 to see a list of warehouses that carry this item. The available, on hand and on order quantities for the item in each warehouse display.

If you told the system to pull the ordered quantity from another warehouse, that warehouse code appears in this field instead of the warehouse code that appears in the document header, which indicates the initiating warehouse.

Press F9 to Browse other warehouses to view available, on hand, committed, on order, backordered and surplus quantities.

Ship Direct

If the selected item is a temporary or catalog item, this flag is enabled. Select it (or enter Y) to indicate a direct ship on this item.

Ship Via

Indicate which shipping method needs to be used for this item. Press F2 to search ship via codes.

This ship via is in effect for all items shipping from the warehouse indicated in the Shipping Whse field. In other words, if you change the ship via from UPS Ground to Fedex Second Day Air, all items shipping from the warehouse or ship Federal Express Second Day Air.

Ship Complete

Enter the default ship complete status, or press F4-Backup to return to the preceding field.

Note: The Ship Complete field is a warehouse- and line-level designation. Refer to the Ship Complete Feature Overview topic for details.

You can select from the following options:

N Allow Partial--Indicates you want to allow the shipped quantity to be less than the ordered quantity for order the order line.

Y Ship Complete--Indicates you want to allow the quantity ordered must be the same as the quantity shipped on the order line item.

B Balance Complete—Indicates you want to allow the quantity shipped to be less than the quantity ordered on the first shipment, but the backordered quantities must be shipped complete for the order line. Once an order line is processed through the DSR, the line is changed to ship complete.

Vendor

For a direct ship, enter the vendor responsible for shipping this item. Press F2 to search the list of vendors.

Location

Display only field. Shows the item’s location in the shipping warehouse.

Weight and UM

For temporary or catalog items, enter the item’s per unit weight.

Browse warehouses

Choose the link to view available, on hand, on order and backordered quantities for other warehouses.

Fields

Entry

Unit cost

Enter the unit cost of the selected item. The Default Cost control in SO Static Control determines what the program defaults to in this field.

GM%

The program automatically calculates the GM%. The Gross Margin % Basis control in System Control F/M determines whether this number is based on price or cost. (System Management-->File Maintenance-->System Control F/M).

Cost Extension

The program automatically multiplies the unit cost by the ordered quantity and displays the cost extension. This is display only information.

Discount Amount

Enter the dollar amount to discount off this item. The program automatically calculates the equivalent percentage discounted. It also multiplies the dollar amount by the ordered quantity and displays the discount extension to the right.

This field is enabled if the Invoice Discounts control in SO Static Control is set to Use Dollar Invoice Discounts.

Discount %

Enter the percentage by which to discount this item. The program automatically calculates the equivalent dollar amount discounted. It also multiplies the dollar amount by the ordered quantity and displays the discount extension to the right.

This field is enabled if the Invoice Discounts control in SO Static Control is set to Use Percentage Invoice Discounts.

Fields

Entry

Type

The document type

Source doc

The number of the source document.

The receipt/invoice number for the line item.

Line

The line number on the receipt.

Cost

The document date.

The cost (amount) of the document line item.