Counter Sale Entry Line Detail window

The Line Detail window provides information about the item selected in the item browser. You can access it after you specify a document number.

To access the Line Detail window:

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 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 clicking Sales Orders>File Maintenances>Infrequent File Maintenances>SO Entry Options F/M.

Quantities/Shipping tab fields

Field

Description

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 Counter Sale Entry screen.

Note: 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).

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.

Ordered

Shows 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.

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 planned special order warehouse transfer. Make sure you back order the item.

Press F3 to indicate that the item needs to ship direct from the manufacturer. The program prompts you to specify the vendor from which the item should direct ship.

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.

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