The Line Detail window provides information about the item selected in the item browser.
To access the Line Detail window:
Use the mouse or arrow keys to select an item in the browser. Choose the Line Detail button 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, backordered 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. Access SO Entry Options by selecting Sales Orders-->File Maintenances-->Infrequent File Maintenances-->SO Entry Options F/M.).
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Field |
Entry |
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Item |
This information is display only in the Line Detail window. You can specify or change an item number in the line item entry section of the main Direct Invoice screen. If an asterisk (*) displays after the item number on the main screen, it indicates that the line number is on hold because the user does not have authorization to ship items from the shipping warehouse. To ship the item, an authorized user must approve the line at the line approval dialog box that displays during line item entry or that user must approve the line in the Item Shipment Approval Program (SOE520). |
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Description |
Specify a new item description, if necessary. |
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Customer Item |
Specify the customer’s description or reference number for this item, if applicable. |
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Item notes |
Choose the link the view any notes entered on this item. (Specify notes through the Item Inquiry program, access code ii). |
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Taxable |
Indicate whether this item is taxable. The program defaults to the Taxable setting in the item’s master file (see Item F/M). |
| Print on Forms |
Indicate whether to print this item on acknowledgments, packing lists, and invoice forms. |
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Quantity |
Shows the quantity of the item the customer is returning. Edit the quantity, if necessary. Press F2 to change the unit of measure. This can be used if, for example, the default UM is each but the customer wants to order a box. |
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UM |
The unit of measure field is display only. Change the UM from the quantity field. |
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Reason |
Shows the returns code entered on the main screen. Edit the returns code, if necessary. Press F2 or click Search to find a code. Return codes can be created and maintained in the Returns Code F/M, located on the SO Infrequent File Maintenances menu. Returns codes can be one of two types: returns or allowance. Use a return type returns if the customer is returning merchandise that can be put back into inventory. Use an allowance type return code if you are refunding the customer for merchandise that cannot be returned to inventory, for instance broken or defective product. The type displays on screen once you select a code. |
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Price |
Shows the price entered on the main screen. Edit the price, if necessary. Press F2 to change the pricing unit of measure. Press F3 to select to use the Price Search feature. Administrators can turn off the Price Search feature by deselecting the Price Search flag on the Line Prompt tab of the SO Entry Options F/M. If the Price Option windows is toggled on in the View menu, a window displays with pricing options. In the price field, specify one of these options to select a price from the price window: S-Standard, C-Contract, D-Default, T-List, L-Last, L#-Price level, Q#-Quantity break, U-user override – you keyed in a price. |
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UM (pricing) |
This field is display only. |
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Shipping Whse |
Indicates the warehouse from which this item is shipping. Press F2 to search for another warehouse. A ds is displayed in the warehouse column of the item browser when you return to the main screen. If the order taker indicated that the system should pull the ordered quantity from another warehouse, that warehouse code displays in this field instead of the warehouse code that displays in the document header which indicates the initiating warehouse. |
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Ship Direct |
If the selected item is a temporary or catalog item, this flag is enabled. Select it (or specify Y) to indicate a direct ship on this item. Direct ships automatically set the ordered quantity to back ordered. |
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Ship Via |
Indicates which shipping method needs to be used for this item if the item is being returned to the customer. 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. |
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Vendor |
For a direct ship, specify the vendor shipping this item. Press F2 to search the list of vendors. |
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Location |
Display only field. Shows the item’s location in the shipping warehouse. |
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Weight and UM |
For temporary or catalog items, indicates the item’s per unit weight. |
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Browse warehouses |
Click on the link or press F9 to view available, on hand, on order and back-ordered quantities for other warehouses. |
Fields |
Entry |
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Unit cost |
Indicates the unit cost of the selected item. The Default Cost control in SO Static Control F/M determines what the program defaults to in this field. |
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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). |
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Cost Extension |
The program automatically multiplies the unit cost by the ordered quantity and displays the cost extension. This is display only information. |
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Discount Amount |
Indicates 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. |
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Discount % |
Indicates 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. |