Use these fields and buttons for selecting companions or importing items from other documents.
You can click:
All Memos - auto selects all memo lines only for addition on the order.
All Items - auto selects all items only for addition as line-items on the order.
Toggle - Toggle off/on for individual lines in the browser selected for addition as line-items on the order.
Reset All - Clears all selections made.
Done - Accepts changes and creates new line items return to the line-item portion of the Order Entry program.
Show Companions - When importing document lines or companion line items, if a line item is a parent companion item, click Show Companions to display a grid with the complete chain of ‘companions of companions. Check the boxes in the grid to import selected chained companions. Click Import.
To modify an existing companion item, highlight the companion item in the browser and click Edit or press Enter.
You can then modify these fields:
1. Direct
Indicate whether the item is a direct ship.
2. Vendor
For direct ships, specify the vendor.
The selling note or memo is displayed.
3. Print on Forms
Indicate whether to print the selling note or memo on the invoice.
4. Export to PO
Indicate whether to print the selling note or memo on the purchase order.
5. Whse
For non-direct ships you can modify the warehouse for the companion/import item
6. Sell Qty
Modify the quantity of the companion/import item.The available quantity is displayed
7. Price
Modify the price per displayed pricing unit of measure. Specify L and a level number for a price level if applicable. Press F2 to change the unit of measure for pricing if more than one is set up for this item. Press F3 to search for another price. This field defaults to the pricing default UM for this item. The system indicates if the company uses LIFO or FIFO, if you are in Invoice entry, and have selected a contract price that’s based on the SO Cost.
8. Discount $ or Discount %
Depending on the setting in SO Static Control F/M, the Discount $ or Discount % field is available.
Discount $ Specify 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.
Discount % Specify 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.
9. Commission %
The Commission % field displays only if it is selected to show up in the calling program.
8. Press F3 (End Entries) to complete the companion/import item entry.Click Stop to stop modifying the companion item. Click Save.