Order Confirmation Line Item Information

How To

The line-item portion of the program allows the entry of up to 999 line item and message lines to complete the order. Line numbers are assigned automatically beginning with 001 and increments by one for each individual line item up to 999. In the rare case where 999 line items have been entered on a single order, the program proceeds to the selection prompt and refuses further entries.

Field Descriptions

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

1. Item number

Enter an item number manually or press F2 or the $image\find_shg.gif$ icon to select one from the Item Search.

If you enter 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.

Enter M to enter 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 enter 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. 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.

3. Taxable

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

4. 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.

5. Whs

The system displays the warehouse selected on the sales order. You can modify this value, or press F2 or the $image\find_shg.gif$ icon 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, backordered and surplus quantities for the unit of measure selected.

6. Ordered

Enter the customer's requested quantity.

Press F2 or the $image\chum2_shg.gif$ icon 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 or the $image\find_shg.gif$ icon to search other warehouses.

The Search Warehouses window displays the warehouses that have the item, along with the available, on hand, committed, on order, backordered and surplus quantities for the unit of measure selected.

Select a warehouse. This creates a suggested warehouse transfer. Make sure you backorder the item.

7. Shipped

Enter the quantity shipped to the customer.

8. Committed

Enter 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.

9. Backordered

Enter 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 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 backordered quantities.

The program skips this field if:

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

Your company does not allow backorders (Allow backorders 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.

Ü If the backordered 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 backordered.

10. Price

Enter a price. You can press F3 or the $image\price_shg.gif$ icon to select one from the Price Search window.

Press F2 or the $image\chum2_shg.gif$ icon 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 enter 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.

11. 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.

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

Select the $image\stopsm_shg.gif$ icon 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 the following options:

Select the Deposits button to access to the Deposit/Payment Entry window. Refer to the Deposit/Payment Entry topic for details.

Select the Header button 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.

Select 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 select the Line Detail button 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.

Select the $image\noteheaderon_shg.gif$ icon to access Note Entry (SME710) for the sales order header record specified in the program.

Select the $image\notecuston_shg.gif$ icon to access Note Entry (SME710) for the customer specified in the program.

Select the $image\notelineon_shg.gif$ icon to access Note Entry (SME710) for sales order line records in the line item browser.

Select the $image\noteitemon_shg.gif$ icon to access Note Entry (SME710) for the item highlighted in line item browser.

Select the $image\edit_shg.gif$ icon to make changes for the highlighted line item.

Select the $image\plus_shg.gif$ icon to add a quote line.

Select the $image\Delete_shg.gif$ icon to delete the highlighted quote line.

Select the $image\insert_shg.gif$ button to add a line item above the highlighted item in the browser.

Press the $image\save_shg.gif$ icon to save your changes.

Order Confirmation Line Item Information

Field Descriptions

See Also: