The Line Detail window provides information about the item selected in the item browser. You can access it after you specify items on the order. The Quote Item Detail window is used to view and/or modify item descriptions, quantity and shipping information, costing, and PO information.
Click Line Detail or select Options>Line Detail from the menu.
The Line Detail window contains all possible fields available for item entry. Item number, description, ordered quantities, committed quantities, back-ordered quantities and price always appear on the main screen. Other line detail fields can be set to appear in secondary windows or on the menu during item entry. Use SO Entry Options F/M to determine which fields should appear during line item entry.
Quantities/Shipping tab fields
1. Description
This field is initially skipped except if the item is a temporary item, catalog item or a memo. Specify the item description or message (up to 30 characters). For a temporary item, press Enter to default to TEMPORARY. For a catalog item, press Enter to default to the item description 1 on file for that item.
Specify the item description 2. Press Enter to default to item description 2 on file or blank if the item is temporary.
2. Customer Item
The system displays the customer/item number for the quote line item.
3. Item Notes link
Select the Item Notes link to view notes for the quote line item.
4. Taxable
This field is only available if the Change by Ln Taxable flag in the SO Static Control Record is set to Y or B. If B is entered at Change by Ln Taxable, press F4 to backup to this field. Select the check box to indicate whether to charge tax for this line.
5. Print on Forms
Indicate whether to print this item on acknowledgments, packing lists, and invoice forms.
6. Quantity
Specify the quantity to quote or select a display code. If this item is a temporary item, specify the quantity to quote. If this is a BOM finished item that can be assembled in SO, you may be able to specify component items. If the item has multiple selling units of measure press F2 to change the unit of measure. Press F3 to change the shipping warehouse if you are using multiple warehouses.
If the entered amount is greater than what is available, an error message displays. Press Enter to accept anyway, F2 to search other warehouses, or F4 to backup.
7. Price
Specify the price per displayed pricing unit of measure. Specify L and a level number for a price level if applicable. Press F2to change the unit of measure for pricing if more than one is set up for this item. Press F3 to select another price. This field defaults to the pricing default UM for this item.
8. Extension
The line-item extension is calculated (price less any discounts multiplied by the quantity ordered multiplied by the conversion factor) and displayed. If the extension is greater than $999,999.99 the message EXTENSION TOO LARGE is displayed and the field is not accepted. If the user has a line-item with sales up to one million dollars, specify the item on more than one line.
9. Shipping Warehouse
Specify the warehouse code from which the items are to be depleted. The entry must be a valid warehouse. Press Enter to default to the warehouse assigned to this terminal. Press F2 to search. Press F3 to use a default entry.
10. Ship Direct
Indicates the quote line should ship directly from the vendor to the customer.
11. Ship Complete
Specify 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 back-ordered 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.
12. Vendor
Specify the vendor for the temporary or catalog item. If the quote type is a direct shipment, the field is skipped and the vendor is set to the direct shipment vendor that was entered at field #2. If the quote type is warehouse or both warehouse and direct, specify the valid vendor from whom this item was purchased. Entering a vendor displays the vendor name. Press Enter to default to the vendor of
13. Location
For items inventoried in bins, the system displays the bin for the selected item.
14. Weight
For the temporary or catalog item, specify the per unit weight of the temporary item (0-9999.999). For a temporary item, press Enter to default to 0. For a catalog item, press Enter to default to the weight on file for the item.
15. U M
For the temporary or catalog item, specify a valid unit of measure (UM). For a temporary item, press Enter to default to EA. For a catalog item, press Enter to default to the pricing UM on file for the item. 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.
16. Browse Warehouses
For multiple warehouse items, select the Browse Warehouses link to view warehouses for the quote line item.
Click Save to save any changes or additions. Select the Costing/PO tab to access additional header fields.
1. Cost
This field is available if the Change by Ln Cost flag in the SO Static Control Record is set to Y or B. If the Change by Ln Cost flag is set to B, you can press F4 to back up to this field. This field is also available if the item is temporary. Specify the cost per displayed costing unit of measure.
2. Line Discount/Amount
This field is only available if the Use Line Discount flag in the SO Static Control Record is set to % or $. Specify the discount amount or percent for this line.
3. Commission %
This field is only available if the Change by Ln Comm% flag in the SO Static Control Record is set to Y or B. Specify the percent of commission. Press Enter to default to 0.
Press F1 to set this field to Use Default when the user override flag is set. Refer to the Calculating Commissionstopic for processing details about commission percentages.
4. Taxable
This field is only available if the Change by Ln Taxable flag in the SO Static Control Record is set to Y or B. If B is entered at Change by Ln Taxable, press F4 to backup to this field. Specify Y or N to indicate whether to charge tax for this line.
5. Item Class
For the temporary or catalog item, specify a valid item class. For a catalog item, press Enter to default to the item class on file for the item. Press F2 to search.
6. GL Posting Table
This field is only available if the Change by Ln GL Table flag in the SO Static Control Record is set to Y or B. If B is entered at Change by Ln GL Table, press F4 to backup to this field. Specify the GL posting table to use in the Daily Sales Register in posting this line-item to GL. Press Enter to default to the GL posting table assigned to the item in the Item File. Press F2 to search.
Click Save to save any changes or additions.
Quote Entry Header Information
Quote Entry Footer Information