Adding line items in entry programs

Select a line in the line item browser, then choose the Add button .

To insert a line item above the highlighted line item in the browser, then choose the Insert button.

The program automatically switches to add mode once you complete the header. This means the cursor appears in the Item Number field after you exit the last header field.

The program stays in add mode until you press F4 to back out of the line-item entry section or press the Cancel button at the right of the screen.

Quick entry tip: Enter the item number, the ordered quantity and then press the down arrow key.

The program inserts the default information in the rest of the line-item entry fields and returns to the Item Number field.

Line Item Entry section

Field	Options
Item number	Enter an item number manually or press F2 to select one from the Item Search. $image\pinpurpl_shg.gif$ 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. 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.
Exceptional Sales	Select the Exceptional Sales check box to indicate that this line item should not be included usage for replenishment calculations.
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 in the Usage field.
Ship Direct or DS	Select the Ship Direct or DS check box or press F3 to indicate, that this item is shipped directly to the from the vendor.
Ordered	Enter the customer's requested quantity. Press F2 to change the unit of measure on the ordered quantity. Press F3 to indicate this item is a direct ship. Enter or search for a vendor code. Later in the order you can press F3 again to toggle back to a warehouse ship. If the quantity entered exceeds the available inventory in the selected warehouse, the program gives you the option to accept the quantity anyway or press F2 to search other warehouses. The Search Warehouses window displays the warehouses that have the item, along with the available, on hand, committed, on order, backordered and surplus quantities for the unit of measure selected. Select a warehouse. This creates a suggested warehouse transfer. Make sure you back order the item.
Shipped	Enter the quantity shipped to the customer.
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 Prompt 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). Your company does not allow backorders (Allow backorders flag not selected in SO Static Control 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 resets the ordered quantity to the sum of the committed plus backordered.
Price	Enter a price or press F3 to select one from the Price Search window. A letter appears after the pricing UM to indicate which pricing option you selected. Press F2 to change the pricing unit of measure. 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. The T column in the browser refers to the price type for the item. The values in this column represent the following price types: List Price: T, Level Price: L#, Qty Break Price: Q#, Standard Price: S, Contract Price: C, User Override Price: U, where # gets replaced by the level number or the quantity break level number. To access the Price Options window, select View and make sure a check appears next to Price Options.

$image\pinpurpl_shg.gif$ If the item is designated as having companion items, the system displays the Companion Item Selection (SOE151) screen. Refer to the Companion Item Selection (SOE151) topic for details.

Save your changes.