Order Confirmation Line Item Field Descriptions

How To

Use these fields to confirm or add information for an order line item. This window contains all the possible fields for Order Entry items processing. Depending on the confirmation method you choose, you can specify different information on this screen. Refer to the Choosing a confirmation method topic for details.

1. Item number

Specify an item number manually or press F2 to select one from the Item Search.

If you specify a temporary item or a catalog item, the system displays additional fields. Refer to the Temporary and Catalog Item Entry topic for field details.

$image\pinpurpl.gif$ TIP: For detailed information about entering serial/lot items refer to the Entering serial/lot items topic.

Specify M to specify 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.

$image\pinpurpl_shg.gif$ When you specify 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.

2. Exceptional Sale

Select the Exceptional Sales check box to indicate that this line item should not be included usage for replenishment calculations.

3. Usage Date

For line items that should have their usage included in replenishment calculations, specify the date to use or press F1 to specify the system date.

4. Discount %

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.

5. Taxable

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

6. DS

Indicate if the item is a direct ship. Refer to the How to designate items for direct ship topic for details.

Select the DS box in the line item entry section.

7. Whs

The system displays the warehouse selected on the sales order. You can modify this value, or press F2 to search other warehouses to display the Search Warehouses window containing warehouses that have the item, along with the available, on hand, committed, on order, back-ordered and surplus quantities for the unit of measure selected.

8. Ordered

Specify the customer's requested quantity.

Press F2 to change the unit of measure on the ordered quantity.

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, back-ordered 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.

9. Shipped

Specify the quantity shipped to the customer.

10. Committed

Specify 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.

11. Backordered

Specify a back-ordered quantity if the quantity ordered is greater than the available quantity in the selected warehouse.

When you specify a back-ordered 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 back-ordered quantities.

The program skips this field if:

The customer does not allow back orders (Allow back orders flag not selected in AR Customer F/M).

Your company does not allow back orders (Allow back orders 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 back-ordered 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 back ordered.

12. Price

Specify a price. You can press F3to select one from the Price Search window.

Press F2 to change the unit of measure on the price selection.

A letter appears after the pricing UM to indicate which pricing option you selected.

If the Price Options window is open specify 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.

13. Unit Cost

The unit cost for the item display as the default. You can modify this value.

$image\pinpurpl_shg.gif$ 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.

14. Press F3 (End Entries) to complete an entry in the line-item portion of the Confirmation Entry program.

Select Stop to stop entering line items. Refer to the Stopping Confirmation topic for details.

The line number is incremented by one, displayed, and the program returns to the item field for the next line-item entry.

You have these options.

Deposits-To access to the Deposit/Payment Entry window. Refer to the Deposit/Payment Entry topic for details.

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.

Stop Conf-To perform a partial confirmation – in other words leave some items unconfirmed, as in a multiple warehouse order – or to interrupt confirmation on a document. Refer to the Stopping confirmation topic for details.

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.

Access Note Entry (SME710) for the customer, item, quote header or line record specified in the program.

Edit - To make changes for the highlighted line item.

Add a line.

Delete the highlighted line.

Insert a line item above the highlighted item in the browser.

Save your changes.

Order Confirmation Line Item Field Descriptions

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