Work with sales orders or Service orders, Order lines (DMR30201)

Smart sales order entry

An extension to order line maintenance, called Smart sales order entry, is also available. This functionality gives you instant access to a vast array of information where you can directly book order lines from the information found. Any lines booked are immediately updated and displayed on this panel.

To maintain several order lines, highlight all lines and select the Change option. The lines will be displayed in succession for you to change.

Customer and item information, Line entry

An extension to order line entry where you can register order lines while simultaneously viewing/have access to pricing and stock balance information. Access to the panel is from the Fnc list (Customer info, Line entry) and a specific function key, if assigned. The order line creation takes place from that location. It is ideal to use when the customer wants to know the price and delivery for a specific quantity of a specific item as all of the information regarding the price (e.g., prices, discounts, contracts, rebates for SMS agreements) and availability are displayed on, or accessible from this panel.

Time axis control

When entering item lines, they are controlled against the time axis (if the item is specified as being under time axis control in the Item file). If the item is available according to the time axis, the order line will be accepted. If not, the system will suggest the first possible available date for delivery if availability control is defined for the order type. Note: For a produced item, the availability check is done according to the item’s bill of material, bill of routing and/or the sales and operation plan (if this is specified for the item in the Item file).

Cash sale order

For cash sale orders, item lines are not controlled against the time axis as there is no availability control due to the items already being taken from stock when you enter the cash sale. However, you are not allowed to enter a quantity that is greater than the current stock on hand.

Batch control

If the item is under batch control, and no batch has been entered, the system tries to find a batch that covers the entire order line quantity. If that is not possible, the system retrieves as many batches as needed to process the whole delivery of the order line.

If the batch controlled item has Date handling defined in the Item file, the search for the available batch is based on Last arrival date instead of Creation date.

The Batch entry panel is automatically accessed from this panel for batch controlled items if the order type is without pick lists, a quantity is entered and you click OK. It will not be accessed for credit orders with pick lists, BtB orders or if the sales order type has the Update stock on hand field set to NO.

Manufacturing related orders

When DC1 Manufacturing is installed and activated, order lines of item class 2 will be handled as transit orders if they are connected to a manufacturing order, and order lines of item class 3 will always be handled as transit orders.

Service orders

When DC1 Service is activated, and a fictitious item that has Print pick list set to NO is added to the service order job line, the status of the order line is updated to 40 or 45 depending on the highest order line status on the job (higher than 30 and lower than 60). The pick list process is then not necessary. If the highest status is below 40, the status is updated normally depending on the set-up of the sales order type.

Temporarily interrupt entry of an order

If an order is not fully entered and you want to finish it temporarily, this can be done by setting the Hold order field to YES and defining a reason code in the Reason code field on the Order header panel.

Deleting an order

If an entire order is to be deleted and the sales order type indicates no printout of pick list, the order must be deleted line by line. When all lines are deleted, the “empty” order is deleted from the Order header panel.

Options

Hold	Use this option to temporarily hold a sales order line. Once it is held you will not be able to process it. In order for the items contained on the line to be shipped to your customer it must first be released by an authorised employee. If the line is held before the sales order is confirmed then information, specifying the reason why it was held, will be added to the confirmation upon printout.
Schedule	Select this option for the order line you want to schedule. The sales order scheduling function allows you to sell items on a scheduled delivery basis, e.g., the first Wednesday in every month. Note: Sales order lines for items that have a unique cost per serial number cannot be scheduled.
BtB	Select this option to maintain the corresponding BtB purchase order line of a record. The Work with purchase orders, Order lines panel for the purchase order line will be displayed. Remember that the corresponding BtB purchase order line must have been created first. Note: If DC1 Manufacturing is installed and activated and the item on the order line is of Item class 2 or 3 (in the Item file maintenance, Inventory information panel), you may also this option to create a manufacturing order, or if the manufacturing order is already created, to maintain it.
IRO	Select this option for an internal sales order line to maintain the corresponding internal purchase order line. The Order line, main info panel for the purchase order line will be displayed. Note: The corresponding internal purchase order line must have been created.
Material clearance enquiry	This option is only displayed if DC1 Manufacturing is installed and activated. Select this option to start the Material clearance enquiry. The option is only allowed if the item on the order line is a sub-assembly or an end item.
Change configuration	This option is only displayed if DC1 Manufacturing is installed and activated. Select this option to configure the item. The option is only allowed if a configurator item is entered on the order line.
Additional information 2	Select this option to view/maintain additional information 2 for that line.
Additional information 3	Select this option to view/maintain additional information 3 for that line.
Discounts	Select this option to access the Work with discounts program where you can maintain line discounts.
Re-price	Re-price the line. This function clears the price and discounts calculated in the sales price calculation program and then recalls that program. Discounts originally calculated in the sales pricing program, and that may have been deleted, may be re-calculated subject to things being/remaining the same as when the price was originally calculated (for example, that a method or contract that generated them has not since expired). As a final step in the re-pricing, an Order summary discount calculation is triggered and run automatically (as the pricing of the line may affect the outcome of the order summary discounts calculated for the same line). For example, you might start with a line priced from a price list (that is set up with order summary disc=Y) holding also order summary discounts. The re-price might then pick the price from a method (that is set up with order summary disc=N). Thus, with this result for the re-price of the line, the order summary discounts must be removed and that is why the order discount calculation is to triggered to run (for this example, it will remove these discounts).
Route assignment	Select this option to access the Route assignment program where you can manually assign the line to a route.
Commissions	Select this option to work with sales commissions for the line. This option is only allowed if the order type allows commissions to be created, as defined in the Sales order type table. Note: The option is not allowed if the quantity is negative.
Line connections	Select this option to access the Line connection panel.
Matrix	This option is only displayed if the ITEMMTRX (Item matrix) function is activated in the Function control file. This option can be used on an order line that has been created from an item matrix. Select this option to access the Item matrix panel where you can change the quantities and/or enter new quantities to create new sales order lines. See Add/Change sales order lines for items in an item matrix for instructions.
Route restrictions	Select this option to access the Route restrictions panel where you can attach (or detach) a route restriction group, holding the items that are not to be delivered on the route, for this sales order line.
Delivery address	Select this option to maintain a specific line delivery address. This option is not available for the following types of orders: Delivery schedule order Service order MDC order in supplying company Order defined for complete delivery You cannot add a line delivery address for a sales order line if the following is true: The sales order line has status 30 or higher. The sales order line is a BtB direct line and a connected purchase order has been created. The warehouse on the sales order line is defined as a WMS warehouse.

Function keys

For more information about additional functions accessible from this panel, see Functions in function list.

Close order	Close/exit the order.
Smart order entry	Access the Smart sales order entry functionality. Smart sales order entry allows you to navigate through six different panels and book order lines directly. You have several options from which to choose before clicking this function key. Depending on what you enter in the fields on the bottom of this panel, different Smart sales order entry panels will prompt. You can manipulate the prompt of Smart sales order entry panels as follows: Do not enter data in any fields and click this function key. The system displays the Previous order panel with the last customer order displayed. Enter an invalid Item and click this function key. The system displays the Item search panel with item or search word entered. Note: If you enter a part of an item which is the short code for the item, the system displays the History panel instead. Enter a valid Item or enter the short code for the item and click this function key. The system displays the History panel, with item loaded. Enter a valid Item and Quantity and click this function key. The system displays the Warehouse balance panel, with item, quantity and unit initialised to locate warehouses for the quantity entered.
Cust info	Access the Customer and Item info, Line entry panel where you can enter data for the order line while simultaneously viewing/have access to pricing and stock balance information. The order line creation takes place from that location.
Find item	To position to a specific order line, enter an item or use the standard select item functionality in the Item/Assortment input field and click this function key.
Addresses	Access the Order addresses panel.
Header	Access the order header.
Fast entry	Access the Fast entry panel where you can quickly register several order lines at the same time.

Err: This column is only displayed in Work with orders in error mode and is set to YES if the line contains erroneous information. Before the order can be processed further the error must be corrected. Access the line with option Change to correct the information.

Line: This column lists the order line number.

Whs: This column lists the warehouse from which the item should be dispatched.

Item/Cust item: This column lists the item entered on the order line. Note: If the panel is set up to view customer item codes, the column will be titled Cust item and display the item code set up using the Item cross references function.

Order qty: If the sales order line status is above 30, this column displays the confirmed quantity. If the sales order line status is 30 or below, this column displays the ordered quantity.

Sales price: This column displays the manually entered or retrieved sales price for the line in order currency.

Net sales amount

This column displays the net line amount that has been decreased with any line discounts, but excluding header discounts, in order currency and is calculated as:

Net sales price on order line * quantity

Note: If the net line price is negative the line will automatically be put on hold. See Fix negative prices for more information.

Note: This field can only display a maximum of 10 positions, including any decimal point. If the amount exceeds this value, this column will display the last 10 positions in the amount. However, the database will be updated correctly.

Net price: This column displays the net sales price for the line when all line discounts are withdrawn. (Header discounts have not been withdrawn.) The net line sales price is displayed in system currency.

Net unit price: This column displays the net sales price for the line when all line discounts are withdrawn. (Header discounts have not been withdrawn.) The net line sales price is displayed in transaction (order) currency.

Net amount

This column displays the net line amount that has been decreased with any line discounts, but excluding header discounts, in system currency and is calculated as:

Net sales price on order line * quantity

Note: If the net line price is negative the line will automatically be put on hold. See Fix negative prices for more information.

Note: This column can only display a maximum of 10 positions, including any decimal point. If the amount exceeds this value, this column will display the last 10 positions in the amount. However, the database will be updated correctly.

Ord st

This column lists the status of the order line.

The status codes for sales order lines are:

Dsp dt: This column lists the date when the goods will be dispatched to your customer.

Txt: This column is set to YES if text is defined for the order line, otherwise the field is blank.

Con: This column displays the connected order type of the connected order (i.e. Manufacturing order or BtB transit purchase order or BtB direct purchase order).

Con st: This column displays the status of the connected order, if a panel value for a connected order type is displayed below the Con column heading.

Price code: This column displays the price code denoting how the sales price was established. The price code is defined in the Item price code table.

Price code description: This column displays the description of the price code.

Disc ID: This column displays the discount id, holding the reason for the discount, that was assigned to the discount amount or discount percentage. If multiple line discounts exist, this is identified by the panel value *MULT in this column. Tip: To view the line discount information, drill down to detailed line level and then access the function for Discounts from the Function list.

Disc amount: If a discount amount, or multiple discount amounts, or a mixture of discount amounts and discount percentages were applied on the line, this column displays the accumulated discount amount in transaction currency. Multiple discounts are identified by the panel value *MULT in the Discount ID column. Tip: To view the line discount information, drill down to detailed line level and then access the function for Discounts from the Function list.

Disc %: If a discount percentage or multiple discount percentages were applied on the line, this column displays the accumulated discount percentage. Multiple discounts are identified by the panel value *MULT in the Disc ID column. Tip: To view the line discount information, drill down to detailed line level and then access the function for Discounts from the Function list.

Hld: This column denotes if the order line is held from further processing. If set to YES, the value below the Reason column heading denotes the reason why the order line is being held.

Reason: This column denotes the reason(s) why the order line is held. A double plus sign (++) means that the order is being held for various reasons.

Rec qty: Only displayed for service orders. This column displays the recommended quantity which is the quantity that will be used as the quantity to invoice, if Fixed price parts (applies for spare parts) or Fixed price service item (applies for service items) is set to YES.

Act qty: Only displayed for service orders. This column displays the actual quantity which is the quantity that will used as the quantity to invoice, if Fixed price parts (applies for spare parts) or Fixed price service item (applies for service items) is set to NO.

Debit: Only displayed for service orders. This column displays the debit code defined for the service order line. If a debit code is entered, the order line is considered as being internal. This means that the debtor and invoice customer on the invoice generated from the order line will be the internal customer defined for the debit code in the Debit code table.

Causing p: Only displayed for service orders. This column, which is only for informational purposes, denotes if this is the spare part that required the object to be serviced (causing part).

Description/Customer description

Note: If the panel is set up to view customer item codes, the column will be titled Customer description and display the customer description set up using the Item cross references function.

EDI created: This column is set to YES if the order line is created via Data Interchange (i.e. the order line is part of an EDI order that the customer has sent).

BtB

This column displays the specified panel value for any of the below stated order types, denoting the type of order connected to the order line:

BtB transit purchase order
BtB direct purchase order
Manufacturing order (if DC1 Manufacturing is installed and activated)

Btb PO sts: Only displayed for BtB orders. This column lists the statuses of the BtB purchase orders associated with the corresponding sales orders.

Btb PO nbr: Only displayed for BtB orders. This column lists the BtB purchase order number associated with the corresponding sales order.

Btb PO lin: Only displayed for BtB orders. This column lists the BtB purchase order line number associated with the corresponding sales order.

Mfg order sts: Only displayed for Manufacturing orders. This column lists the manufacturing order statuses associated with the corresponding sales orders.

Mfg order nbr: Only displayed for Manufacturing orders. This column lists the manufacturing order numbers associated with the corresponding sales orders.

MDC SO sts: Only displayed for MDC orders. This column lists the statuses of the MDC sales orders associated with the corresponding sales order.

MDC SO nbr: Only displayed for MDC orders. This column lists the MDC sales order numbers associated with the corresponding sales order.

MDC SO lin: Only displayed for MDC orders. This column lists the MDC sales order lines associated with the corresponding sales order.

MDC/MFG order nbr: Only displayed for MDC Manufacturing orders. This column lists the MDC manufacturing order numbers associated with the corresponding sales order.

MDC/MFG order sts: Only displayed for MDC Manufacturing orders. This column lists the statuses of the MDC manufacturing orders associated with the corresponding sales order.

Backlog: This column is set to YES if the line has been backlogged or itself is a backlog line.

Link type: This column lists the link type for the line. The link type denotes what kind of line is displayed (Parent or Component, FOC base or FOC item line). See Link types for more information.

Inventory contract: Only displayed if DC1 Contract Managed Inventory (CMI) is activated. This column lists the inventory contract to which the sales order line is connected. See About consuming goods from Contract Managed Inventory (CMI) for links to specific instructions per inventory contract type.

Project: Only displayed if DC1 Manufacturing and DC1 Project are installed and activated. This column displays a project number from the Project file denoting the project to which this sales order is connected. The project id is the combination of Project, Phase and Cost code.

Phase: Only displayed if DC1 Manufacturing and DC1 Project are installed and activated. This column displays a phase from the Project file denoting the phase of the project to which this sales order is connected.

Cost code 1: Only displayed if DC1 Project is installed and activated. This column displays cost code 1 to which the sales order is connected. The cost code is part of the project id, together with Project and Phase and is used to total up cost price and reported values on the project.

Cost code 2: Only displayed if DC1 Project is installed and activated. This column displays cost code 2 to which the sales order is connected. The cost code is part of the project id, together with Project and Phase and is used to total up cost price and reported values on the project.

Prc unit: This column is only displayed if the PRCUNIT (Price unit handling) function is activated in the Function control file. This column displays the unit in which the price is presented. See About price unit handling for more information.

Matrix: This column is set to YES for those order lines on which the item is a matrix item.

NDC item code

This column is only available to display via the Edit columns feature for Pharma US installations and is applicable for the ARCOS functionality and the ePedigree functionality.

For the ARCOS functionality, this column displays the NDC item code if the sales order line is for an item that has been classified as a narcotic item. See About the ARCOS functionality (Pharma US) for more information.

For the ePedigree functionality, this column displays the NDC item code if the sales order line is for a batch/date controlled item that has been activated for ePedigree tracking. See About the ePedigree functionality (Pharma US) for more information.

Invoice quantity: This column is only available to display via the Edit columns feature if the Bonus pricing policy parameter is set to YES in the DIS control file. If the same item bonus functionality is set up in the system and the setup stipulations are met for the item on the order line, the quantity that is invoiced to the customer can be less than the ordered quantity for the item. This column displays the quantity that will be invoiced for this order line. If nothing is displayed in this column, the order quantity will be invoiced.

Line address: This column displays the line specific delivery address number, if one has been defined.

Line MOT: This column displays the line specific manner of delivery code. This MOT code will only be displayed if it differs from the MOT on the sales order header.

Line TOD: This column displays the line specific terms of delivery code. This TOD code will only be displayed if it differs from the TOD on the sales order header.

Req delivery date: This column displays the delivery date that was requested by the customer.

Delivery date: This column displays the date when the goods will be delivered to your customer.

Promised disp date: This column displays the date when the order was promised to be dispatched.

Available quantity: This column is only displayed if the DSPAVAIL (Display availability) function is activated in the Function control file. Displays the availability for the item according to today’s date.

Available date: This column is only displayed if the DSPAVAIL (Display availability) function is activated in the Function control file. If the available quantity in stock does not cover the quantity on the sales/quotation line this column will display the date, according to the time axis, when the quantity will be available.

Route: This column displays the delivery route that was defined for this sales order.

Departure: This column denotes the point of departure of the route.

Destination: This column lists the destination code denoting the location of your customer’s site.

Shipment marking: This column displays the text for shipment marking.

Shipment no: A value is only displayed in this column if the order line is part of a shipment. This column displays the shipment number.

Pick list number: This column displays the pick list number for the sales order line.

Pick list line: This column displays the pick list line number for the item on the sales order line.

Transport note no: This column displays the transport note number for the sales order line.

Adding a new order line

You have the following alternatives when adding the items for the order lines:

Complete the fields on the bottom part of the panel. Note: If the DC1 Pharma application is activated, along with specific function controls in the Function control file and cross reference items exist, you could search for and select items that are used as alternatives in the pharmaceutical industry. See About alternative item handling in DC1 Pharma for the instructions.
Click the Fast entry function key to access the Fast entry panel where you can quickly add/maintain several order lines at the same time.
Enter a matrix base item code that holds the items in an item matrix in the Item/Assortment field and click OK. See Add/Change sales order lines for items in an item matrix for the instructions.
Book sales order lines from an item assortment. See Book sales order lines from an item assortment for instructions.

Note: You are not allowed to add new lines if:

the order is created from a delivery schedule
DC1 Service is installed and activated and this is a service credit order that has been created by copying a service debit order.

Whs

The warehouse displayed in this field is defaulted from the sourcing policy defined for the customer in the Business partner/Address file or for the item in the Item file. If the Default whs field on the order header is set to NO, this field is blank. If you click the prompt icon in this field and you have entered an item code in the Item/assortment field, then only warehouses in which this item is active will be displayed.

Note: The last entered warehouse for this sales order is defaulted on all sales order lines.

Item/Assortment

You have the following alternatives when completing this field. You can:

Enter an item code, or cross reference items, or click the window prompt to select the applicable item from the Item file.
Enter a matrix base item code that holds the items in an item matrix and click OK. See Add/Change sales order lines for items in an item matrix for the instructions.
Book sales order lines from an item assortment. See Book sales order lines from an item assortment for instructions.

Note: If you need to enter a sales order line for an item which does not exist in the Item file, you can instantly generate the item without having to exit this program. See Enter a sale for a non-stocked item for instructions.

You can also activate (assign) multiple warehouses from which the item can be shipped. This can be done for an item which you are creating (see Enter a sale for a non-stocked item) or an item which already exists (enter an existing item in this field and select the appropriate function, which is Generate item, in the Program function selection window).

Note: If DC1 Manufacturing is installed and activated and a configurator item is entered, you will automatically access the Product configuration panel.

Agreement: This field is only displayed if DC1 Service is installed and activated and if this is an agreement order. Enter a service agreement from the Service agreement file. Note: The customer on the order has to be assigned to the agreement entered and the service date must be within the start and end dates defined for the agreement.

Quantity

If a Default sales quantity exists for the item/unit on the Units panel in the Item file, and the order type used on the Sales order/quotation is set up on the Level keys level in Work with defaults and replacements, this quantity will be retrieved after entering the Item and Unit and clicking OK. Otherwise, enter the quantity of the item being sold. How the quantity can be entered depends on the Unit defined/retrieved for the item. The following applies:

If the following is true:
- the DE-UNIT (Display/Entry unit Handling) function is activated in the Function control file
- a Display/Entry unit is defined/retrieved for the item
- delimiter handling has been set up in the system (DIS control file) and selected for the item (the Display/Entry segmnt field is set to YES in Item file/Inventory information panel)
You can enter the quantity for dual units (Main info mix the quantity for the Display/Entry unit and Stock unit, separated by the defined delimiter). See About display/entry unit handling for more information.
If the above is not true, you can enter the quantity as you normally would.

If the quantity requires decimals, the decimal sign should be entered along with the decimal amount. A maximum of three decimals is allowed. Valid number of decimals for this item was defined in the Item file.
Note: Negative quantities are not allowed if the System cost type in the DIS Control file is FIFO (First In First Out).

If you entered an assortment ID in the Item/Assortment field, the quantity you enter here will be multiplied by the quantity defined in the Assortment file for that assortment ID.

Note: If the item or order structure is defined as having a unique cost per serial number (the Cost type parameter in Item file is set to 4) then you will only be able to enter a quantity of 1 per sales order line.

The unit entered must exist in the Item file (the System units panel) and in the same file (the Units panel, the Allowed on sales field must be set to YES.

Each item being sold can have its own unique sales unit aided by a conversion field for converting the item’s stocked and sales unit. This was defined in the Item file for each unique item.

The following applies:

If the following is true:
- the DE-UNIT (Display/Entry unit Handling) function is activated in the Function control file
- a Display/Entry unit is defined/retrieved for the item
- delimiter handling has been set up in the system (DIS control file) and selected for the item (the Display/Entry segmnt field is set to YES in Item file/Inventory information panel)
the Display/Entry unit will be defaulted or can be entered. This allows you to enter the quantity for dual units (Main info mix the quantity for the Display/Entry unit and Stock unit, separated by the defined delimiter). See About display/entry unit handling for more information.
If a Display/Entry unit together with delimiter handling is not defined for the item, the Default sales unit is defaulted from the Item file, if one exists, but can be changed. If no Default sales unit exists in the Item file, and you leave this field blank, you will be flagged to enter a unit in this field. Note: When changing an existing line, the information in this field cannot be changed.

Dsp dt

If a message is displayed, telling you that the dispatch date is not valid, the reason can be one of the following:

the date format is not correct (as defined in the Language table)
it is not a working day (as defined in the Calendar file)
the date has not been updated in the Calendar file.

Note: When an availability check has been carried out by the system and an alternative date is suggested, you will be asked if you wish this new date to be automatically entered into this field.

Req del

Debit: This field is only displayed if DC1 Service is installed and activated and this is a service order. Displays the debit code defined on the Service order job header panel, but can be changed. Enter a code from the Debit code table. If a debit code is entered, the order line is considered as being internal. This means that the debtor and invoice customer on the invoice generated from the order line will be the internal customer defined for the debit code in the Debit code table.

CP: This field is only displayed if DC1 Service is installed and activated and this is a service order. Indicate if this is the spare part that required the object to be serviced. This field is only for informational purposes. Note: Only one item can be a causing part within a job. If you try to update several causing parts, a message will be displayed indicating that causing part already exist on another order line within the same job.

Engineer: This field is only displayed if DC1 Service is installed and activated and this is a service order. Displays the engineer responsible for performing the job, retrieved from the Service order job header panel, but can be changed. Enter a code from the Service engineer table, indicating the engineer who should perform the job. This field is only for informational purposes.

OFR: Manual entry for a new line only. Only complete this field if you want to override the OFR code that will be applied to the line once it is created. If you do not manually enter a code here the code on the Order header, retrieved from the Customer file, will apply. See OFR (Order Fulfilment Rule) code. Note: The OFR logic is only performed when the order line is entered. Split on warehouse is NOT performed if the quantity is increased on an existing line. Automatic fulfilment has no impact on backorder line creation during pick list confirmation or invoicing.

Nat

Port

OT

Per order line you can enter a BtB order type and create a BtB purchase order line. This overrides the BtB purchase order type assigned to the entire order. This enables you to mix different types of order lines per order (meaning you can have normal order lines as well as transit and/or direct delivered BtB order lines on the same order).

The type of delivery valid for the BtB purchase order type is retrieved from the Purchase order type table. When you click OK to update the line, the BtB information (i.e. the BtB purchase order type and the type of delivery, Transit or Direct) is displayed per line.

Note: This field cannot be used for cash sales or internal replenishment orders. In addition, if the order requires complete delivery, i.e. the Dispatch cde field in the order header is set to 1, you are not allowed to enter a BtB order type with direct delivery.

Price: This field is only displayed if authority has been set up for your user ID via SECUR (i.e. Authority group SO-SALES, routine SO-PRICE for object “sales order type”). The price can be retrieved automatically from the system (see Retrieval of sales price) or entered manually. A manually entered price of zero is only allowed if the FOC field is set to YES. If you intend to enter a manual discount amount or discount percentage, you do not have to enter a price. The system will retrieve the price automatically and apply the entered discount amount to the non-discounted sales price. The retrieval of any additional discounts, apart from the one that you manually enter, is controlled by the setting of the Additional discount flag in the DIS control file and the Man priced flag on the order line. See The types of discounts automatically applied to the line for more information.

Prc unit: This field is only displayed if the PRCUNIT (Price unit handling) function is activated in the Function control file and if authority has been set up for your user ID via SECUR (i.e. Authority group SO-SALES, routine SO-PRICE for object “sales order type”). It is an optional entry here. See About price unit handling for more information. If you choose to let the system automatically retrieve a price and a Default sales price unit is defined for the item this field is normally left blank and the value is retrieved together with the price. You can, however, enter a price unit manually. Note: If you enter a price manually and your company uses Price unit handling, but no price unit is defined in this field, the default sales price unit will be retrieved and displayed as a default. The sales unit (i.e. the Unit field) is the unit used for retrieval of the sales price. See Example: Pricing unit for sales order/quotation line.

Disc

This field is only displayed if authority has been set up for your user ID via SECUR (i.e. Authority group SO-SALES, routine SO-DISC for object “sales order type”). If you intend to manually enter a discount amount or discount percentage, enter a discount ID from the Sales discount ID table to indicate the reason for the discount you are manually entering for this sales order line. This field must be completed if either Disc amount or Disc% are to be used.

Note: Two validations will be performed to check for multiple discounts with the same Discount ID. The first will validate that the Discount ID, being entered here for the manual entry, is defined for line level. The second validation will check, when running additional discounts, if any other discounts have automatically been picked up from the pricing calculation that contain the same Discount ID. If this is true, the discount ID you are trying to enter will not be allowed.

Disc amount

This field is only displayed if authority has been set up for your user ID via SECUR (i.e. Authority group SO-SALES, routine SO-DISC for object “sales order type”). Enter the manual discount amount per unit to be applied on the order line. If entered, the Disc % field must be left blank but you must enter a Discount ID in the Disc ID field.

Note: You do not have to enter a price when entering a manual discount amount here. The system will retrieve the price automatically and apply the entered discount amount to the non-discounted sales price. The retrieval of any additional discounts, apart from the one that you manually entered here, is controlled by the setting of the Additional discount flag in the DIS control file and the Man priced flag on the order line. See The types of discounts automatically applied to the line for more information.

Disc%

This field is only displayed if authority has been set up for your user ID via SECUR (i.e. Authority group SO-SALES, routine SO-DISC for object “sales order type”). Enter the manual discount percentage to be allowed on the order line. If entered, the Disc amount must be left blank but you must enter a Discount ID in the Disc ID field.

Note: You do not have to enter a price when entering a manual discount percentage here. The system will retrieve the price automatically and apply the entered discount percentage to the non-discounted sales price. The retrieval of any additional discounts, apart from the one that you manually entered here, is controlled by the setting of the Additional discount flag in the DIS control file and the Man priced flag on the order line. See The types of discounts automatically applied to the line for more information.

FOC: This field is only displayed if authority has been set up for your user ID via SECUR (i.e. Authority group SO-SALES, routine SO-DISC for object “sales order type”). Indicate if the order line will be free of charge.

Work with sales orders, Copy (DMR30205)

Related topics

This panel displays all order lines you selected to copy. Click OK to perform the copying. Click Back to cancel.

Work with sales orders, Deletion (DMR30208)

Related topics

Note: Any corresponding batch records for a batch controlled item, and serial number records for a serial number tracked item, will also be deleted.

Function keys

Repeat lost sale reason

Repeat the entered lost sale reason code onto all selected records.

Lost sale reason: Enter a code from the Lost sale reason table to indicate why the sale was lost.

Work with sales orders, Fee entry (DMR30213)

Related topics

If the sales order type indicates no printing of pick lists, this panel is displayed when you click Back to finish the order, whereby five different types of fees may be entered.

In addition, if the order type is for a cash sale, credit card information can be entered, as well as the printout information for the cash receipt.

Function keys

Order summary

View a summary of all amounts and fees for the sales order.

User defined cash fees 1-3: These fields are only displayed if the field names for these user defined cash fee fields have been defined in the DIS control file. In addition, the fields are only displayed if the order is a cash sale. Enter the cash fees for the cash receipt.

Freight: Enter the freight fee. If the order generates backorders in the system, this fee will only be invoiced on the first invoice sent to the customer.

Insurance

Enter the fee for insurance. If the order generates backorders in the system, the insurance fee will only be charged on the first invoice sent to the customer. If this field is completed, the Insurance % field must be blank. In addition, the Calc insur field must be set to YES.

Note: If you enter an insurance fee here, the system will not automatically calculate the insurance fee according to the Insurance table. Instead this fee will be used on the invoice.

Insurance %

If the Calc insur field on this panel is set to YES, a percentage can automatically be retrieved from the Insurance table and displayed here. The field can be changed as long as the Calc insur field on this panel is set to YES.

Since the insurance percentage can be dependent on the Manner of transport code and the Terms of delivery code, which is determined in the Insurance table, the percentage can be changed if you change these codes on the Shipping information panel.

The insurance value is calculated on the invoices as:

Insurance % * totals of the order lines / 100

If the Calc insur panel on this panel is set to NO, this field must be blank. In addition, if the Insurance field on this panel is completed, this field must also be blank.

Calc insur

Indicates if insurance is to be calculated when invoices are printed. The value is retrieved from the Customer file.

If there is a record in the Insurance table that matches the Manner of transport and/or the Terms of delivery and/or the Customer number on this sales order, a percentage will be retrieved from the Insurance table and displayed in the Insurance % field on this panel.

The insurance value is calculated on the invoices as:

Insurance % * totals of the order lines / 100

This field must be set to YES if the Insurance % field is completed.

Postage: Enter the postage fee. If the order generates backorders in the system, this fee will only be invoiced on the first invoice sent to the customer.

Admin fee: An administration fee can be created by the system OR entered by the user. This field could display the real fee, retrieved from either the currency or customer that is to be applied to the order, but you can remove it or change it. No preliminary fees are displayed since this panel is only displayed when the order type is without pick list. If the order generates a backorder in the system, the fee will only be invoiced on the first invoice sent to the customer.

Invoice fee: An invoice fee can be created by the system OR entered by the user. This field could display the real fee, retrieved from either the currency or customer that is to be applied to the order, but you can remove it or change it. No preliminary fees are displayed since this panel is only displayed when the order type is without pick list. If the order generates backorders in the system, the fee will only be charged on the first invoice sent to the customer.

Total order value: This field is only displayed if this is a cash sales order. Displays the total order value in system currency.

Credit card: This field is only displayed if this is a cash sales order. Displays the credit card code entered on the Cash sale header panel, but can be changed. Enter a code from the Credit card table, indicating the type of credit card with which the customer is paying the cash receipt.

Card number: This field is only displayed if this is a cash sales order. Displays the credit card number entered on the Cash sale header panel, but can be changed. Enter the credit card number. Note: If the user does not have permission for credit card maintenance and credit card authorization, entry in this field is not allowed.

Note: The fields Printer queue, Number of copies and Hold on spool file are only displayed if this is a cash sales order.

Work with sales orders or Service orders, Re-price (DMR30214)

Related topics

This panel displays the selected Re-price records.

The Re-price function clears the price and discounts calculated in the sales price calculation program and then recalls that program. Discounts originally calculated in the sales pricing program, and that may have been deleted, may be re-calculated subject to things being/remaining the same as when the price was originally calculated (for example, that a method or contract that generated them has not since expired).

As a final step in the re-pricing, an Order summary discount calculation is triggered and run automatically (as the pricing of the line may affect the outcome of the order summary discounts calculated for the same line). For example, you might start with a line priced from a price list (that is set up with order summary disc=Y) holding also order summary discounts. The re-price might then pick the price from a method (that is set up with order summary disc=N). Thus, with this result for the re-price of the line, the order summary discounts must be removed and that is why the order discount calculation is to triggered to run (for this example, it will remove these discounts).

Line: Displays the order line number.

Whs: Displays the warehouse from which the item should be dispatched.

Item: Displays the item entered on the order line.

Order qty: If the sales order line status is above 30, this field displays the confirmed quantity. If the sales order line status is 30 or below, this field displays the ordered quantity.

Net pr

Displays the net sales price for the line, excluding header discounts, and when all line discounts are withdrawn. The net line sales price is displayed in system currency.

Note: If the net line price is negative the line will automatically be put on hold. See Fix negative prices for more information.

Note: This field can only display a maximum of 10 positions, including any decimal point. If the amount exceeds this value, this field will display the last 10 positions in the amount. However, the database will be updated correctly.

Work with sales orders or Service orders, Fast entry (DMR30217)

Related topics

On this panel you can quickly add/maintain several order lines at the same time.

Options

Hold	Use this option to temporarily hold a sales order line. Once it is held you will not be able to process it. In order for the items contained on the line to be shipped to your customer it must first be released by an authorised employee. If the line is held before the sales order is confirmed then information, specifying the reason why it was held, will be added to the confirmation upon printout.
Schedule	Select this option for the order line you want to schedule. The sales order scheduling function allows you to sell items on a scheduled delivery basis, e.g., the first Wednesday in every month. Note: Sales order lines for items that have a unique cost per serial number cannot be scheduled.
BtB	Select this option to maintain the corresponding BtB purchase order line of a record. The Work with purchase orders, Order lines panel for the purchase order line will be displayed. Remember that the corresponding BtB purchase order line must have been created first. Note: If DC1 Manufacturing is installed and activated and the item on the order line is of Item class 2 or 3 (in the Item file maintenance, Inventory information panel), you may also use this option to create a manufacturing order, or if the manufacturing order is already created, to maintain it.
IRO	Select this option for an internal sales order line to maintain the corresponding internal purchase order line. The Order line, main info panel for the purchase order line will be displayed. Note: The corresponding internal purchase order line must have been created.
Material clearance enquiry	This option is only displayed if DC1 Manufacturing is installed and activated. Select this option to start the Material clearance enquiry. The option is only allowed if the item on the order line is a sub-assembly or an end item.
Change configuration	This option is only displayed if DC1 Manufacturing is installed and activated. Select this option to configure the item. The option is only allowed if a configurator item is entered on the order line.
Additional information 1	Select this option to access the Order line, Additional info 1 panel where you can view/maintain additional information for the line.
Additional information 2	Select this option to access the Order line, Additional info 2 panel where you can view/maintain additional information for the line.
Additional information 3	Select this option to access the Order line, Additional info 3 panel where you can view/maintain additional information for the line.
Discounts	Select this option to access the Work with discounts program where you can maintain line discounts.
Re-price	Re-price the line. This function clears the price and discounts calculated in the sales price calculation program and then recalls that program. Discounts originally calculated in the sales pricing program, and that may have been deleted, may be re-calculated subject to things being/remaining the same as when the price was originally calculated (for example, that a method or contract that generated them has not since expired). As a final step in the re-pricing, an Order summary discount calculation is triggered and run automatically (as the pricing of the line may affect the outcome of the order summary discounts calculated for the same line). For example, you might start with a line priced from a price list (that is set up with order summary disc=Y) holding also order summary discounts. The re-price might then pick the price from a method (that is set up with order summary disc=N). Thus, with this result for the re-price of the line, the order summary discounts must be removed and that is why the order discount calculation is to triggered to run (for this example, it will remove these discounts).
Route assignment	Select this option to access the Route assignment program where you can manually assign the line to a route.
Commissions	Select this option to work with sales commissions for the line. This option is only allowed if the order type allows commissions to be created, as defined in the Sales order type table. Note: The option is not allowed if the quantity is negative.
Line connections	Select this option to access the Line connection panel.
Matrix	This option is only displayed if the ITEMMTRX (Item matrix) function is activated in the Function control file. This option can be used on an order line that has been created from an item matrix. Select this option to access the Item matrix panel where you can change the quantities and/or enter new quantities to create new sales order lines. See Add/Change sales order lines for items in an item matrix for instructions.
Delivery address	Select this option to maintain a specific line delivery address. This option is not available for the following types of orders: Delivery schedule order Service order MDC order in supplying company Order defined for complete delivery You cannot add a line delivery address for a sales order line if the following is true: The sales order line has status 30 or higher. The sales order line is a BtB direct line and a connected purchase order has been created. The warehouse on the sales order line is defined as a WMS warehouse.

Function keys

For more information about additional functions accessible from this panel, see Functions in function list.

Smart order entry	Access the Smart sales order entry functionality. Smart sales order entry allows you to navigate through six different panels and book order lines directly. You have several options from which to choose before clicking this function key. Depending on what you enter in the fields on this panel, different Smart sales order entry panels will prompt. You can manipulate the prompt of Smart sales order entry panels as follows: Do not enter data in any fields and click this function key. The system displays the Previous order panel with the last customer order displayed. Enter an invalid Item and click this function key. The system displays the Item search panel with item or search word entered. Note: If you enter a part of an item which is the short code for the item, the system displays the History panel instead. Enter a valid Item or enter the short code for the item and click this function key. The system displays the History panel, with item loaded. Enter a valid Item and Quantity and click this function key. The system displays the Warehouse balance panel, with item, quantity and unit initialised to locate warehouses for the quantity entered.
Addresses	Access the Order addresses panel.
Header	Access the order header.
Line entry	Access the normal Order lines panel to enter order lines.

Line: This column lists the order line number.

Item: Enter/change the item for the order line.

Quantity: If a Default sales quantity exists for the item/unit on the Units panel in the Item file, and the order type used on the Sales order/quotation is set up on the Level keys level in Work with defaults and replacements, this quantity will be retrieved after you enter the Item and Unit and click Ok to create the line. Otherwise, enter the quantity.

Unit: This column displays the unit for the item. This value is defined on the Item file, System units panel.

Dsp dt: This column lists the date when the goods will be dispatched to your customer.

Whs: This column lists the warehouse from which the item should be dispatched. Enter/change the warehouse for the item on the order line. If Item has been entered, and you click the window prompt to select a warehouse, only those warehouses in which the item is active will be displayed for selection.

Ord st

This column lists the status of the order line.

The status codes for sales order lines are:

Txt: This column is set to YES if text is defined for the order line, otherwise the column is blank.

Con: This column displays the connected order type of the connected order (i.e. Manufacturing order or BtB transit purchase order or BtB direct purchase order).

Con st: This column displays the status of the connected order, if a panel value for a connected order type is displayed below the Con column heading.

Price code: This column displays the price code denoting how the sales price was established. The price code is defined in the Item price code table.

Price code description: This column displays the description of the price code.

Disc ID: This column displays the discount id, holding the reason for the discount, that was assigned to the discount amount or discount percentage. If multiple line discounts exist, this is identified by the panel value *MULT in this column. Tip: To view the line discount information, drill down to detailed line level and then access the function for Discounts from the Function list.

Disc amount: If a discount amount, or multiple discount amounts, or a mixture of discount amounts and discount percentages were applied on the line, this column displays the accumulated discount amount in transaction currency. Multiple discounts are identified by the panel value *MULT in the Discount ID column. Tip: To view the line discount information, drill down to detailed line level and then access the function for Discounts from the Function list.

Disc %: If a discount percentage or multiple discount percentages were applied on the line, this column displays the accumulated discount percentage. Multiple discounts are identified by the panel value *MULT in the Disc ID field. Tip: To view the line discount information, drill down to detailed line level and then access the function for Discounts from the Function list.

Hld: This column denotes if the order line is held from further processing. If set to YES, the value below the Reason column heading denotes the reason why the order line is being held.

Reason: This column denotes the reason(s) why the order line is held. A double plus sign (++) means that the order is being held for various reasons.

Rec qty: Only displayed for service orders. This column displays the recommended quantity which is the quantity that will be used as the quantity to invoice, if Fixed price parts (applies for spare parts) or Fixed price service item (applies for service items) is set to YES.

Act qty: Only displayed for service orders. This column displays the actual quantity which is the quantity that will used as the quantity to invoice, if Fixed price parts (applies for spare parts) or Fixed price service item (applies for service items) is set to NO.

Debit: Only displayed for service orders. This column displays the debit code defined for the service order line. If a debit code is entered, the order line is considered as being internal. This means that the debtor and invoice customer on the invoice generated from the order line will be the internal customer defined for the debit code in the Debit code table.

Causing p: Only displayed for service orders. This column, which is only for informational purposes, denotes if this is the spare part that required the object to be serviced (causing part).

Description/Customer description

Note: If the panel is set up to view customer item codes, the column will be titled Customer description and display the customer description set up using the Item cross references function.

EDI created: This column is set to YES if the order line is created via Data Interchange (i.e. the order line is part of an EDI order that the customer has sent).

Btb PO sts: Only displayed for BtB orders. This column lists the statuses of the BtB purchase orders associated with the corresponding sales orders.

Btb PO nbr: Only displayed for BtB orders. This column lists the BtB purchase order number associated with the corresponding sales order.

Btb PO lin: Only displayed for BtB orders. This column lists the BtB purchase order line number associated with the corresponding sales order.

Mfg order sts: Only displayed for Manufacturing orders. This column lists the manufacturing order statuses associated with the corresponding sales orders.

Mfg order nbr: Only displayed for Manufacturing orders. This column lists the manufacturing order numbers associated with the corresponding sales orders.

MDC SO sts: Only displayed for MDC orders. This column lists the statuses of the MDC sales orders associated with the corresponding sales order.

MDC SO nbr: Only displayed for MDC orders. This column lists the MDC sales order numbers associated with the corresponding sales order.

MDC SO lin: Only displayed for MDC orders. This column lists the MDC sales order lines associated with the corresponding sales order.

MDC/MFG order nbr: Only displayed for MDC Manufacturing orders. This column lists the MDC manufacturing order numbers associated with the corresponding sales order.

MDC/MFG order sts: Only displayed for MDC Manufacturing orders. This column lists the statuses of the MDC manufacturing orders associated with the corresponding sales order.

Backlog: This column is set to YES if the line has been backlogged or itself is a backlog line.

Link type: This column lists the link type for the line. The link type denotes what kind of line is displayed (Parent or Component, FOC base or FOC item line). See Link types for more information.

Inv contr: Only displayed if DC1 Contract Managed Inventory (CMI) is activated. This column lists the inventory contract to which the sales order line is connected. See About consuming goods from Contract Managed Inventory (CMI) for links to specific instructions per inventory contract type.

Net amount

This column displays the net line amount that has been decreased with any line discounts, but excluding header discounts, in order currency and is calculated as:

Net sales price on order line * quantity

Note: If the net line price is negative the line will automatically be put on hold. See Fix negative prices for more information.

Net prc ord cur: This column displays the net price in order currency. Note: This column can only display a maximum of 10 positions, including any decimal point. If the amount exceeds this value, this column will display the last 10 positions in the amount. However, the database will be updated correctly.

Prc unit: This column is only displayed if the PRCUNIT (Price unit handling) function is activated in the Function control file. This column displays the unit in which the price is presented. See About price unit handling for more information.

Matrix: This column is set to YES for those order lines on which the item is a matrix item.

Line address: This column displays the line specific delivery address number, if one has been defined.

Line MOT: This column displays the line specific manner of delivery code. This MOT code will only be displayed if it differs from the MOT on the sales order header.

Line TOD: This column displays the line specific terms of delivery code. This TOD code will only be displayed if it differs from the TOD on the sales order header.

Pick list number: This column displays the pick list number for the sales order line.

Pick list line: This column displays the pick list line number for the item on the sales order line.

Transport note no: This column displays the transport note number for the sales order line.