The line-item portion of the program allows entry of up to 999 line item and message lines to complete the order. Line numbers are assigned automatically beginning with 001 and incremented by one for each additional 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.
Use these fields to create and edit items that the customer needs shipped on a regular or guaranteed basis.
For Regular Item Entry
1. Item
Enter the item number (up to 20 characters). After entering a valid item the program displays item description 1 and 2, the item class, package size, item weight and its unit of measure, available quantity, on hand quantity, on order quantity and bin location.
Description
The item description, up to 30 characters, defaults to the description from Item F/M.
You have several options for this entry:
M Enter a memo
F2 Allows a search
F3 Ends line item entries
Enter the item number. After you enter an item, the program displays the item class, package size, item weight and its unit of measure, available quantity, on hand quantity, on-order quantity, and bin location.
If you enter an inactive item with zero available quantity, the system does not allow you to back order the item and prompts you to post the item to lost sales.
Memo Line-Item
Memo lines are a special feature of sales orders. The first line (up to 30 characters) is displayed in the BSO detail screen as a line-item memo. Subsequent line entries are acknowledged on the screen by a plus sign (+). Memo lines:
For example, the customer places a blanket order, requesting two particular items arrive at the same time. Simply add a memo after each of these items, stating that they should be shipped together. The memo lines can print on the acknowledgment so that the customer is reminded you are aware of the special request; the memo lines can be exported to the Sales Order so that your order handlers are aware of the request; the memo lines can also print on the resulting Invoice to verify that the items arrived at the customer site as requested.
Memo
Enter the memo in the Memo field.
The following check boxes become available to change the default memo print settings.
F3-Defaults
Use this option to accept the system defaults on file for the remaining fields. If the program stops at an entry field, this means that the system could not find a valid default for the required field and a valid value must be entered before continuing. For example, you are entering blanket order detail and you choose F3 at the Add Days field. The system enters all default information until it reaches the Sugg PO field. At this point, you must decide whether or not to create suggested PO when insufficient available to commit? (Y/N).
2. Ship Direct
Use this option to ship the item directly from the vendor. If the item is a temporary item, then enter the vendor number from whom you wish to order this item. The warehouse field changes to ‘ds’ denoting the item will be shipped direct from a vendor instead of a warehouse location, and the vendor field displays the chosen vendor number. Direct ship will be the default entry in the warehouse prompt for the line item entered. To change from direct ship, press F3-Whse Ship and enter the new warehouse. .
3. Wh
The system displays the default warehouse for the item. You can modify this value or search for a different warehouse.
4. Total Quantity
The total quantity to release over the life span of this BSO, up to 11 digits. You can press f2 to change the unit of measure on the ordered quantity. This can be used if, for example, the default UM may be each, but the customer wants to order a box.
5. Cost + %
The system displays the default price from file, or accepts a manually entered price. Enter a cost plus percentage . Cost plus pricing allows price to be set as a percentage over cost. Price will then be determined from the cost at the time of the release register. An asterisk (*) displayed to the right of the extended amount denotes a line-item price that contains a cost plus percentage. Press F2-Change UM to change the pricing unit of measure.
6. Price
The system will display the default price from file, or accept a manually entered price. Price will then be determined from the cost at the time of the release register. An asterisk (*) displayed to the right of the extended amount denotes a line-item price that contains a cost plus percentage. Press F2-Change UM to change the pricing unit of measure. Press F3-Price Search to activate the price search feature.
7. 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, enter the item on more than one line.At this point, headings for the line-item fields used are displayed, and if the Display g.M.% flag in the Sales Orders Static Control Record is set to Q or A, the gross margin percentage is also displayed. If the calculated gross margin percentage is below the minimum or above the maximum, a message is displayed.
8. The system displays a message asking: Enter release requests now for this item? Select yes to access the Blanket Sales Order Entry Release Requests (SOE711) to release requests for an item on the blanket sales order.
Temporary and catalog Item entry
If you enter a temporary item or a catalog item, the system displays additional field fields.
fields For Temporary and Catalog Item Entry on the Required Lines Fields (SOE710) Dialog
Fields #2 - #3 only appear if you enter a temporary item or a catalog item.
2. Temporary item?
In FACTS, a temporary item is an item that you may sell but you don’t keep in the master item file because you may not keep it in inventory. If you enter an item number that is not on record in the system, the program asks if you want to create a temporary item. Press Enter to enter No and back up to the item number field. Enter YES to create a temporary item. Press F1 to perform a Quick Item Add. This program enables you to quickly enter the item into the system. The item record can be accessed later in Item F/M.
3. Use Catalog Item?
This prompt only appears if a catalog item number was entered at item number field (it does not appear if catalog items were searched at the item number field). Enter Y or N to indicate whether to pull default information for the catalog item number from the Item Catalog File. If you enter Y, the system displays default information from the Item Catalog File for the catalog item. If you enter N, the system uses the standard defaults. Press Enter to default to Y. You can select the Quick Add button to quickly enter an item in the Quick Item Add program (ICF020).
4. Description
This field is initially skipped except if the item is a temporary item, catalog item or a memo. Enter 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.
Enter the item description 2. Press Enter to default to item description 2 on file or blank if the item is temporary.
5. Vendor
Enter 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, enter the valid vendor from whom this item was purchased. Entering a vendor displays the vendor name. Press Enter to default to the vendor of the last item entered (if any) or the primary vendor for catalog items. Press F2 to search.
6. Class
For the temporary or catalog item, enter 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.
7. UM
For a temporary or catalog item, enter 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.
8. Weight
For the temporary or catalog item, enter 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.
9.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. Enter the cost per displayed costing unit of measure.
10. Taxable
Indicate whether this temporary item is taxable. This value defaults from the Taxable check box on the Entries tab of SO Control F/M (SOF980).
Fields #21 - #27 are only displayed if the item is a temporary item or a catalog item.
11. Vendor
This system skips this prompt unless you have entered a temporary or catalog item. If the order is a warehouse shipment, enter the valid vendor from whom this item was purchased or is being shipped. Entering a valid vendor displays the vendor name.
12. Item Class
This system skips this prompt unless you have entered a temporary or catalog item. Enter a valid item class for the item. Entering a valid item class displays its description. For catalog items, press Enter to default to the item class on file for the item. Press F2 to search.
13. Unit of Measure
This system skips this prompt unless you have entered a temporary or catalog item. Enter the unit of measure (UM) for the item (up to 2 characters). This value has to be a valid unit of measure for this item. For temporary items, press Enter to default to EA. For catalog items, press Enter to default to the pricing UM on file for the item.
14. Weight
This system skips this prompt unless you have entered a temporary or catalog item. Enter the per unit weight of the item (0-9999.999). For temporary items, press Enter to default to 0. For catalog items, press Enter to default to the weight on file for the item.
You can continue adding line items or click Stop.
You have these options.
Archived BSO-to access to the Unform Archive window to review archived blanket sales order documents.
Doc Distrib-to access to the Change Document Distribution window.
Release Req-to access to the Blanket Sales Order Entry Release Requests (SOE711) to release blanket sales order requests for an individual line item or all line items on a document.
Header-to access the Header Detail for Documents 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 click Line Detail to access the Line Detail for Documents screen, which is used to view and/or modify item descriptions, quantity and shipping information, costing, and PO information.
Edit - to make changes for the highlighted line item.
Access Note Entry (SME710) for the customer, item, quote header or line record specified in the program.
Add a line.
Delete the highlighted line.
Insert a line item above the highlighted item in the browser.
Save your changes.
Click Done to access the footer screen for Blanket Sales Orders.
Creating or updating blanket order headers
Adding line items on blanket sales orders
Completing blanker order footer information