The Line Detail window provides information about the item selected in the item browser. You can access it after you enter items on the order.
Use the mouse or arrow keys to select an item in the browser. Click Line Detail or 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, back-ordered quantities and price always appear on the main screen. Other line detail fields can be set to display in secondary windows or on the menu during item entry. Use SO Entry Options F/M to determine which fields are displayed during line item entry.
|
Field |
Description |
|
Item number |
Display only in this window. |
|
From Order # |
The source document type and number. |
|
Description |
Specify a new item description, if necessary. |
|
Customer Item |
Specify the customer’s description or reference number for this item, if applicable. |
|
Item notes |
Choose the link the view any notes entered on this item. (Specify notes through the Item Inquiry program, access code ii). |
|
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. |
|
Original order |
Displays the original quantity entered on the order. It . |
|
Ordered |
Displays the quantity of the item that the customer wants to order. Press F2 to change the unit of measure. This can be used if, for example, the default UM may be each, but the customer wants to order a box. Press F4 to backup to the Taxable field. Press F9 to Browse other warehouses to view available, on hand, committed, on order, back ordered and surplus quantities. |
|
UM |
The unit of measure field is display only. 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. |
|
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. |
|
Backordered |
Specify 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 planned special order document creation on the Stock, NonStocked, Uninventoried, and Temporary prompts in Sugg PO/TR by Type section on the Line Options tab of SO Entry Options F/M (SOF915). Use these settings to indicate whether you want to have the system ask to create planned special order purchase orders or planned special order transfers by item type during Order Entry line processing. Refer to the Planned Special Order Transfer/Purchase Order Creation from Sales Order Entry Programs topic for detailed information about creating planned special order warehouse transfer or purchase orders for back-ordered quantities. The program skips this field if:
If the back-ordered and committed quantities do not add up to the ordered quantity, the entry program forces an adjustment. |
|
Price |
Specify a price or press F3 to select one from the Price Search window. Press F2 to change the pricing unit of measure. If the Price Options window is open enter one 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. To access the Price Options window, select View and make sure a check displays next to Price Options. |
|
UM (pricing) |
Display only. |
|
Shipping Whse |
Specify the warehouse from which this item is shipping. Press F2 to see a list of warehouses that carry this item. The available, on hand and on order quantities for the item in each warehouse display. If you told the system to 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. Press F9 to browse other warehouses to view available, on hand, committed, on order, back-ordered and surplus quantities. |
|
Ship Direct |
If the selected item is a temporary or catalog item, this flag is enabled. Select it (or enter Y) to indicate a direct ship on this item. |
|
Ship Via |
Indicate which shipping method needs to be used for this item. 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. |
|
Ship Complete |
Specify the default ship complete status, or press F4-Backup to return to the preceding field. Note: The Ship Complete field is a warehouse- and line-level designation. Refer to the Ship Complete Feature Overview topic for details. You can select from these options: N Allow Partial--Indicates you want to allow the shipped quantity to be less than the ordered quantity for order the order line. Y Ship Complete--Indicates you want to allow the quantity ordered must be the same as the quantity shipped on the order line item. B Balance Complete—Indicates you want to allow the quantity shipped to be less than the quantity ordered on the first shipment, but the back-ordered quantities must be shipped complete for the order line. Once an order line is processed through the DSR, the line is changed to ship complete. |
|
Vendor |
For a direct ship, enter the vendor responsible for shipping this item. Press F2 to search the list of vendors. |
|
Location |
Display only field. Shows the item’s location in the shipping warehouse. |
|
Weight and UM |
For temporary or catalog items, enter the item’s per unit weight. |
|
Browse warehouses |
Choose the link to view available, on hand, on order and back-ordered quantities for other warehouses. |
Fields |
Description |
|
Unit cost |
Specify the unit cost of the selected item. The Default Cost control in SO Static Control determines what the program defaults to in this field. |
|
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). |
|
Cost Extension |
The program automatically multiplies the unit cost by the ordered quantity and displays the cost extension. This is display only information. |
|
Discount Amount |
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. |
| Commission % | Specify the commission percentage for this item |
| Class | The item class is displayed. |
| GL Table | Specify the inventory GL posting table. |
The special order tied document status is displayed in the lower portion of the screen.
The Cost Layers tab allows you to research the source document and cost information allowing any corrective actions necessary.
This tab is available for SO Confirmation Entry and Direct Invoice Entry. The fields are display-only.
You must have the Cost Security Code set in the Inventory Control Static F/M in order to view the new tab folder and list view.
Fields |
Entry |
|
Type |
The document type |
|
Source doc |
The number of the source document. |
| Rcpt/Inv |
The receipt/invoice number for the line item. |
|
Line |
The line number on the receipt. |
|
Cost |
The document date. The cost (amount) of the document line item. |
| UM | The costing unit of measure. |
| Quantity | The item quantity for the line. |
| UM | The item unit of measure for the quantity. |