Work with sales orders or Service orders, Order line, Main info (DMR30701)

Related topics

• About DC1 Contract Managed Inventory (CMI)
• About DC1 Customer/Supplier Rebates
• About DC1 Supplier Marketing Support (SMS)
• About internal replenishment orders – sales
• About item sourcing during sales order entry
• About processing Back-to-Back (BtB) orders
• About processing inter-company orders
• About sales order entry
• About same item bonus handling
• About service order entry
• About unit handling in DC1
• About working with pricing on a sales order
• Shipment preparation process

The title differs depending on from where you accessed the panel; either from

• the Sales tasks menu, or
• the Service order tasks menu (DC1 Service must be installed and activated).

Note: If you are in Work with orders in error mode, the main title of the panel will read Work with orders in error, Order line, main info and any erroneous information will be highlighted after you click OK. In addition, not all functions via the fnc list will be available.

On this panel you enter detailed information for the order line.

DI information

Batch-controlled items

Profit check

Pricing and discount information

Availability check information

Function keys

Item

Displays the item and description entered to access this panel. The description can only be changed if the item is of class 4.

If you are working in Work with orders in error mode, this field could be open for input if it is erroneous. This could, e.g., happen if receiving a DI order with an item code that does not exist in your company allowing you to change the code.

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

Line/Link tp

Displays the item line number you are maintaining. When adding a new line, this field is blank. Link tp (Link type) indicates what kind of line is displayed, Main info Parent or Component, FOC base or FOC item line. See Link types for more information.

Dispatch and Sourcing

Inventory contract

This field is only displayed if DC1 Contract Managed Inventory is activated. This is one of the methods that can be used to link a sales order line to an inventory contract. Enter or click the window prompt to select the inventory contract applicable for this sales order line. The sales order line will be validated against the inventory contract and the warehouse will be retrieved from the inventory contract. See About consuming goods from Contract Managed Inventory (CMI) for links to specific instructions per inventory contract type.

Disp date

Indicates the date that the goods will be dispatched to your customer.

If a message is displayed indicating that the dispatch date is invalid, the reason can be one of the following:

• The date format is not correct (as defined in the Language table).
• The entered date is not a work day (as defined in the Calendar file)
• The date has not been updated in the Calendar file.

Trpt time

Displays the amount of time (number of days defined in Work with customer transport times) that it will take to transport the goods to the customer site. This value is used to calculate the Del date (customer delivery date).

Del date

Displays the date that the sales order line will be delivered at the customer site. This value is calculated as:

Dispatch date + Transport time (number of days from Work with customer transport times)

Request del

Quantity

Enter the quantity of the item being sold. 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. It is important to note the following:

• Negative quantities are not allowed if the System cost type in the DIS control file is FIFO (First In First Out).
• This field cannot be changed if the order line was created from a delivery schedule.
• 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.
• 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.

Sales unit

Displays the sales unit for the item.

Stock unit

Only displayed if copying from the DI database, Main info retrieving or copying a sales order received through any Data Interchange method, for example EDI/400. Displays the stock unit for the item.

Promised dat

Enter the date when the order line was promised to be dispatched. The system automatically suggests the dispatch date when a new line is entered. Note: The date can only be changed if the order line status is equal to, or higher than, status 20 (order confirmation printed).

NCC number

Only displayed if the following is true:

• The NCC-SELL (NCC Selling) function is activated in the Function control file.
• The NCC goods flag for the customer (in the Customer file) is anything but zero (Main info the customer does not accept NCC stock deliveries).
• The order is not a credit order, internal or BtB order.

When the requested quantity, according to the rules, is covered by NCC quantity the NCC number will be retrieved when adding an order line and displayed in this field, with a message displayed. This denotes that the order quantity is covered by NCC stock and that a reservation of the order quantity is made on the NCC. A value can also be entered manually, changed and blanked out in order to remove the NCC stock reservation. Note: A re-price will be done if the following is true:

• NCC number is entered/changed (except when a price/discount has been manually entered, Main info Price code = 180)
• NCC number is removed and the price was retrieved from that NCC number (Price code = 100 or 101).

See About NCC selling for more information.

Warehouse

Displays the warehouse entered for this sales order line on the initial panel. You cannot mix warehouses if a complete delivery is defined for the customer. The warehouse cannot be changed if:

• batch records exist for the order line. Any batch records must be deleted before the warehouse is changed.
• the order line is created from a delivery schedule.

Sourcing pol

Displays the sourcing policy defined for any of the following and searched/picked in the following order:

1. Item (Item file)
2. Delivery address on the order
3. Delivery adress for the customer (Customer file)
4. Customer (Customer file)

Backlog

Displays the backlog code from any of the following:

• Item (Item file)
• Handling status table
• Sales order type on the order (Sales order type table)

This field can be changed. Indicate if a backorder is allowed for this order line. If set to YES, the order line will become a backorder at pick confirmation or at invoicing. If set to NO, a backorder will not be created even if the order line is not delivered in full. This code, however, can be overridden during Pick list confirmation.

OFR used

Displayed for informational purposes only and does not have any influence when an existing line is changed or replanned. The first part of this field displays the OFR code retrieved from the order header for the customer. If the OFR code was manually entered when creating an order line, to override the code retrieved from the order header, the second part of this field will display the manually entered code. See OFR (Order Fulfilment Rule) code.

Pricing

Sales price

Displays the manually entered or retrieved sales price (see Retrieval of sales price), but can be changed. If you change the price the gross margin is updated accordingly.

Price unit

Only displayed if the PRCUNIT (Price unit handling) function is activated in the Function control file and 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 is the unit used for retrieval of the sales price. See Example: Pricing unit for sales order/quotation line.

Prc unit qty

Only displayed if the PRCUNIT (Price unit handling) function is activated in the Function control file. Displays the price unit quantity (Main info the sales quantity presented according to the price unit). See About price unit handling for more information.

Catch weight

This field is only displayed if the CTCH-WGT (Catch weight) function is activated in the Function control file and is an extension of price unit handling. The setting in this field is retrieved from the Item file for the Item/Unit and determines if you will be allowed to change the price unit quantity for the order line.

This field is only open for input if the following is true:

• the item on the order line is not a fictitious item.
• the item on the order line is not a serial number controlled item.
• The order line is less than status 30.
• The order is not an Internal replenishment order.

If the Item’s sales unit is defined for Catch weight handling, this flag will be defaulted with a YES setting but can be changed to NO. Likewise, if the Item’s sales unit is not defined for Catch weight handling, this flag will be defaulted with a NO setting but can be changed to YES. Note: If the item on the order line is a structure parent a check is performed against the sales price calculation code for the structure type for both the current (parent) item and for items included in a structure. If the sales unit is defined for catch weight and the structure type for the item has sales price calculation code 1 (Parent sales price is used. Components prices are set to zero) or 3 (Components sales prices are summarized and added to parent’s sales price and then set to zero) this flag will be set to NO and cannot be changed since catch weight handling is not supported when components sales price is set to zero.

See About catch weight handling for price units for more information.

FOC

Indicate if the sales order line will be free of charge.

Note: The FOCTYPE (Free from VAT charge type) function must be activated in the Function control file. If this field is set to YES, then the sales order line will be exempt from VAT charge. Depending on the definition in the Function control file, either the customer or the company is charged for the VAT.

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 field displays the accumulated discount amount in transaction currency. Multiple discounts are identified by the panel value *MULT in the Discount ID field. Tip: Access the function for Discounts from the Function list to view the Line discount information.

Discount %

If a discount percentage or multiple discount percentages were applied on the line, this field displays the accumulated discount percentage. Multiple discounts are identified by the panel value *MULT in the Discount ID field. Tip: Access the function for Discounts from the Function list to view the Line discount information.

Net line 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.

Net line am

Displays the net amount, excluding header discounts, in system currency for the line. It is calculated as:

Net line sales price * quantity

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.

Cost price

Only displayed if the item is a fictitious item, or the system cost type is FIFO and this is a credit note. Enter the cost price of the item, in system currency, indicating the stock value. The cost price is used, for example, when calculating the profit margin of the order line.

The field is optional if the sales order type for the order has been defined with Update stock on hand set to NO.

If a fictitious item, this field displays the standard cost price from the Item file if the item type for this item has the Fict std cost retr field set to YES in the Fictitious item type table. This can be changed.

Note: You can leave this field blank if the item type for this fictitious item has the Fict zero cost allowed field set to YES in the Fictitious item type table.

SMS rebate

Only displayed if the following is true:

• The SMS application is installed and activated
• The sales order type on the sales order line is defined as valid for SMS rebates

This field displays the SMS rebate for the Sales order line in system currency (i.e. the price per 1 stock unit that will be claimed from the rebate payer). When the sales order line is changed, a new search is performed for the best rebate and the value is updated accordingly in this field.

Price code

Specifies how the sales price was established. The price code is defined in the Item price code table.

Man priced

Output only. This field is populated during the very first entry of the line and is set to YES if the user manually enters a price and/or discount and/or the FOC field is set YES. In all other cases it will be set to NO. If the price and/or discount is added or changed later on for the line it will not affect this flag.

This field works in conjunction with the handling of additional discounts. If the Additional discount field in DIS control file is set to NO and you manually enter a price or discount at creation then no other discounts, except H type will be automatically applied during the pricing and re-pricing of this line. See The types of discounts automatically applied to the line for more information.

FOC

Indicate if the order line will be free of charge.

Discount ID

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 field. Tip: Access the function for Discounts from the Function list to view the Line discount information.

Qty to inv

This field is only displayed 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 will be less than the ordered quantity for the item. This field displays the quantity that will be invoiced for this order line, but can be changed. If changed it must not be greater than the ordered quantity.

Ctrb ord sum

This field is only displayed if the Order summary disc field in the DIS control file is set to YES. This flag is retrieved from the Item file during line entry, but can be maintained. It controls if the line contributes to the summary of quantities and amounts in the basket qualification and the order summary discount calculation. At the same time it controls if the line benefits from any order line summary discounts (O-type) and header discounts (H-type). All lines that do not contribute to the order summary will NEVER benefit from it, in other words no order line summary discounts will be applied and no header discount will be apportioned over these lines.

Exp reb amt

Only displayed if the DC1 Customer/Supplier Rebates (RBT) application is installed and activated. This field displays the expected rebate amount for the sales order line according to system currency. The expected rebate amount is considered in gross margin calculation. The gross margin is calculated as:

Net line value – Cost value / Net line value (where net line value = Net line amount – Expected rebate amount, and Cost value is equal to Line cost value + SMS rebate amount).

Ord sum disc

This field is only displayed if the Order summary disc field in the DIS control file is set to YES. The field is updated to the order/quotation line from the sales price and discount calculation program and is set to YES as long as originating price source and none of the applied discounts are set up with Order summary discounts set to NO. The field only controls if the line benefits from any order line summary discounts (O-type) and header discounts (H-type). If a line does not contribute to the order summary then it does not benefit from it, regardless of how this field is set.

Mrg line cst

Only displayed if you are authorised. Displays the margin line cost value basis in system currency. This cost is used to calculate the profit margin. The value is calculated accordingly:

Order line quantity x Margin cost price basis (1) in system currency and in price unit (2) (1) Is retrieved using the Margin cost basis defined in the Item file or in the DIS control file (2) Is calculated from cost unit by dividing the margin cost price basis with the conversion factor for the cost unit

Gross margin

Only displayed if you are authorised. Gross margin is based on the Margin cost basis flag in the Item file or in the DIS control file. Displays the gross margin percentage of the sales order line, which is calculated as follows:

(Net sales price – Margin cost price basis) / Net sales price

Note: If you have authority, you can manually change the gross margin in the Gross margin input field below. If you change it, both this field and the sales price (in the Sales price field) will be updated accordingly.

Note: If you change the sales price of the item in the Sales price field, this gross margin will be updated accordingly.

Gross margin

Only displayed if you are authorised. Entry is not allowed for structure components where the parent has pricing code 1 or 3. Manually enter the gross margin percentage for the order line. After clicking OK the gross margin will be updated in the Gross margin field above and the sales price for the line will be updated accordingly. Note: Any existing discounts will also be affected. See Gross margin and discounts for more information.

Work with sales orders or Service orders, Order line, Add info 1 (DMR30702)

Related topics

Note: If you are in Work with orders in error mode, the main title of the panel will read Work with orders in error, Order line, Add info 1 and any erroneous information will be highlighted after you click OK. In addition, not all functions via the fnc list will be available.

On this panel you enter additional information for the order line.

Function keys

Item/Cust item

Displays the item entered to access this panel and cannot be changed.

Line/Link tp

Displays the item line number you are maintaining. When adding a new line, this field is blank. Link tp (Link type) indicates what kind of line is displayed, Main info Parent or Component, FOC base or FOC item line. See Link types for more information.

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

Shipping

Pick list no

Displays the pick list number that has been/will be allocated to this sales order.

Package type

Displays the package type retrieved from the Item file. The package type controls, e.g., how weight and volume should be calculated which is done in the Pick list confirmation routines.

Hand/Haz dtl

Indicate if handling/hazard code details should be printed on the order confirmation, pick list and transport note. If the item has a handling/hazard code defined in the Hand/haz code field in the Item file, the values connected to this handling/hazard code can be printed on the customer documents. The handling/hazard codes are used to define any special requirements needed in the handling of items during their storage and transportation. For example, if the item is classed as temperature sensitive, etc.

Hand/Haz cde

Displays the handling/hazard code defined in the Item file for this item. The handling/hazard codes are used to define any special requirements needed in the handling of items during their storage and transportation. For example, if the item is dangerous goods, temperature sensitive, etc. These requirements are defined in the Handling/hazard code table.

Port of disp

Nature of tr

Shipment no

Displays the number of the shipment that the sales order line has been assigned to.

Ship agent

Note: If the Route parameter is defined then this field will be used by the Shipment preparation process to add the sales order line to a route scheduled for this shipping agent.

Shipment grp

Displays the shipment group retrieved from the Item file, but can be changed. Enter a code from the Item shipment group table, indicating the shipment group to which this item belongs. Shipment groups are used to classify different items into one shipment group category. This classification is used to prevent different items from being shipped together, e.g., Food items would more than likely not be shipped together with Petrol items.

Shipment mrk

Enter the text for the shipment marking describing the item. This text will be displayed on all documents associated with the sales order.

Commodity cd

Optional entry. Only displayed if the EU reporting function is activated. Displays the commodity code retrieved from the Item file, but can be changed. Note: If this order is an INTRA EU trade and you leave this field blank, the order line will not be included in the Intrastat declaration.

Coun of orig

Optional entry. Only displayed if the EU reporting function is activated. Displays the country of origin retrieved from the Item file, but can be changed. Enter a code from the Country table, indicating in which country this item was manufactured.

Del address

Note: This field is not displayed if you are maintaining service orders or sales order that are delivery scheduled. Displays the number of the delivery address that has been defined for the sales order line. Note: This field cannot be changed if the sales order line status is greater than or equal to 30.

TOD

Note: This field is not displayed if you are maintaining service orders or sales order that are delivery scheduled and is only used for dispatch from sales stock or BtB transit. Displays the terms of delivery that has been defined for the sales order line.

MOT

Note: This field is not displayed if you are maintaining service orders or sales order that are delivery scheduled and is only used for dispatch from sales stock or BtB transit. Displays the manner of transport that has been defined for the sales order line. The manner of transport for the line is decided in the following priority order:

1. Sales MOT from Item/Warehouse.
2. Sourcing policy/warehouse MOT, but if the warehouse on the sourcing policy is defined with “Primary” in the Warehouse level field, it may be overridden from customer delivery address.
3. Sales MOT from customer delivery address.
4. MOT code from the sales order header.

This field is used in conjunction with the Route field.

VAT & tax

VAT based

Indicates if this is a VAT based item, as defined in the Item file. You may change this code, in which case the order line value will be re-calculated by the system. Note: If changed to NO, you have to enter a VAT handling code defined with zero percentage in the VAT handl cd field on this panel.

VAT handl cd

Note: This field is mandatory even if the VAT based field is set to NO, as zero level VAT must be posted. Displays the VAT handling code to apply to the sales price of the item, as defined via the system search as follows:

• Business partner VAT table.
• Item file, Country/Country VAT information panel
• Country/Country VAT table
• DIS control file
  Note: If the VAT1 function is activated in the Function control file, then the system will not search in the DIS control file.

If the VAT1 (Incomplete VAT setup) function is activated in the Function control file, you cannot change this code. If that function is not activated you may change this code to another code from the VAT handling code table, in which case the order line value will be recalculated by the system.

Note: If a sales order line is generated from a sales quotation, the VAT handling code is always retrieved to the order line, if the Get new prices field on the Copy to sales order selection panel is set to NO.

VAT included

Indicates if VAT is included in the sales price of the item. You may change this code, in which case the order line value might be re-calculated.

Incl VAT% cd

Enter the VAT handling code for the VAT percentage, if any, which is included in the sales price. If the VAT included field is set to NO, this field must be blank. If the VAT included field is to YES, enter a code from the VAT handling code table.

Sales tax

Indicates if sales tax handling is used for the order line, but this can be changed. The value in this field is defaulted from the Item file, Basic data panel for the product and is mandatory.

Service

Agreement

Only displayed if DC1 Service is installed and if this is a service agreement order. Displays the agreement entered on the previous panel.

Causing part

Only displayed if DC1 Service is installed and activated and if this is a service order. Displays the causing part code entered to access this panel but can be changed. Indicate if this is the spare part that required the object to be serviced. This field is only for informational purposes.

Engineer

Only displayed if DC1 Service is installed and activated and if this is a service order. Displays the engineer entered to access this panel but can be changed. Enter a code from the Service engineer table, indicating the engineer responsible for this job.

Curr clause

Curr clause

Agreed rate

Purch curr

If a currency clause is defined in the Curr clause field (on this panel), this field displays the purchase currency defined for it in the Currency clause code table.

Work with sales orders or Service orders, Order line, Add info 2 (DMR30703)

Related topics

Note: If you are in Work with orders in error mode, the main title of the panel will read Work with orders in error, Order line, Add info 2 and any erroneous information will be highlighted after you click OK. In addition, not all functions via the fnc list will be available.

Function keys

Item

Displays the item code and description.

Line/Link tp

Displays the item line number you are maintaining. When adding a new line, this field is blank. Link tp (Link type) indicates what kind of line is displayed, Main info Parent or Component, FOC base or FOC item line. See Link types for more information.

Weight/Volume

Gross weight

Displays the gross weight retrieved from the Item file, but can be changed. The unit in which the weight is expressed (e.g. kilogram, tons) is defined in DIS control file.

Net weight

Displays the net weight retrieved from the Item file, but can be changed. The unit in which the weight is be expressed (e.g., kilogram, tons) is defined in DIS control file.

Gross volume

Displays the gross volume retrieved from the Item file, but can be changed. The unit in which the volume should be expressed (e.g., litre, square meters) is defined in DIS control file.

Net volume

Displays the net volume retrieved from the Item file, but can be changed. The unit in which the volume is expressed (e.g., litre, square metres) is defined in DIS control file.

BtB/IRO

Supplier/M-order

Two field names are valid for this field. The following information could be displayed:

• Supplier: Only displayed if this is a BtB order line. Displays the main supplier of the item, retrieved from the Item file, but can be changed. Enter the supplier that should deliver the item on this BtB order. Note: The supplier can only be changed before the corresponding purchase order is created.

  If the quality rate function for items and suppliers is also used, a check is made to ensure that you do not purchase items from a supplier with a lower quality rate than the rate entered in the Item file for the item.

  The system controls that the supplier is an approved supplier, if the Use appr suppl only field is set to YES in the Item file for the item you are entering on the purchase order.

• M-order: Only displayed if this is an IRO sales order line. If the IRO sales order is connected to a manufacturing order, this field displays the connecting manufacturing order number.

Transit

Indicates if this order line is a BtB transit order. Transit delivery means that the goods should be sent from the supplier’s premises to our transit stock and then to the customer. Note: This field can only be changed if the connecting BtB purchase order has not yet been created.

Direct

Indicates if this order line is a BtB direct order. Direct delivery means that the goods should be sent from the supplier’s premises directly to our customer. Note: This field can only be changed if the connecting BtB purchase order has not yet been created.

PO type/IRO type

Two field names are valid for this field. The following information could be displayed:

• For BtB orders, this field displays the connecting purchase order type. This can only be changed if the connecting BtB purchase order has not yet been created. For MDC structures see MDC structure handling for more information.
• For IRO orders, this field displays the connecting purchase order type. This can only be changed if the connecting internal purchase order has not yet been created.

Note: BtB direct delivery orders will not be permissible if the order requires complete delivery. This means that if the Complete del field in the order header is set to 1, then you will not be able to enter a BtB order type with direct delivery.

Purch order/IRO number/M-order

Three field names are valid for this field. The following information could be displayed:

• Purch order: If this is a BtB order line, this field displays the BtB purchase order number created from this BtB sales order line. The value cannot be changed.
• IRO number: If this is an internal order, this field displays the internal purchase order number created from this internal sales order. The value cannot be changed.
• M-order: If DC1 Manufacturing is installed and activated and this sales order line is connected to a manufacturing order, this field displays the manufacturing order number.

Purch line/IRO line

Two field names are valid for this field. The following information could be displayed:

• Line: If this is a BtB order line, this field displays the line number of the corresponding BtB purchase order line created from this BtB sales order line. The value cannot be changed.
• IRO line: If this is an internal sales order, this field displays the internal purchase order line number created from this internal sales order line. The value cannot be changed.

Purch status

Displays the status of the corresponding purchase order line.

Project

Project

Only displayed if DC1 Manufacturing and DC1 Project are installed and activated. Enter a project number from the Project file, indicating the project to which this sales order line should be connected. If a project was defined on the sales order header, that project number will be displayed in this field. The project id is the combination of Project, Phase and Cost code.

If you want to remove the connection to the project, remove the project defined in this field.

Phase

Only displayed if DC1 Manufacturing and DC1 Project are installed and activated. Enter a phase from the Project file, indicating the phase to which this sales order line is connected. If a phase was defined on the sales order header, that phase will be displayed in this field. The project id is the combination of Project, Phase and Cost code.

Cost code

Only displayed if DC1 Project is installed and activated. Two input fields exist for this field. The first is mandatory and the second is optional. Enter one, or two, code/s from the Project cost codes table defining the cost codes to which this sales order should be connected. If a cost code was defined on the sales order header, that cost code will be displayed in this field. The project id is the combination of Project, Phase and Cost code.

MDC

Suppl comp/Demand comp

Only displayed if the DC1 Multi Distribution Centre in installed and activated. Two field names are valid for this field. The following information could be displayed:

• Suppl comp: The field is only displayed to the MDC demanding company for MDC order lines and displays the company code of the MDC supplying company.
• Demand comp: The field is only displayed to the MDC supplying company for MDC order lines and displays the company code of the MDC demanding company.

Suppl whs

Only displayed if DC1 Multi Distribution Centre is installed and activated. The field is only displayed to the MDC demanding company for MDC order lines. It displays the warehouse from which the MDC supplying company will deliver the goods.

MDC s order

Only displayed if DC1 Multi Distribution Centre is installed and activated. If this is an MDC order and the field is being viewed by the MDC demanding company, it displays the corresponding sales order number (generated from this sales order) in the MDC supplying company.

If this field is being viewed by the MDC supplying company, it displays the corresponding sales order number (that generated this sales order) in the MDC demanding company.

MDC s line

Only displayed if DC1 Multi Distribution Centre is installed and activated. If this is an MDC order and if the field is being viewed by the MDC demanding company, it displays the corresponding sales order line number in the MDC supplying company.

If this field is being viewed by the MDC supplying company, it displays the corresponding sales order line number in the MDC demanding company.

MDC DI

Only displayed if DC1 Multi Distribution Centre is installed and activated. If this is an MDC order and if the field is being viewed by the MDC demanding company, it is set to YES if the corresponding MDC sales order in the supplying company has not been created correctly. In that case the order has to be manually copied into the supplying company, which is handled by the supplying company. Before this is done, the order cannot be changed in the demanding company.

MDC p order

Only displayed if the DC1 Multi Distribution Centre is installed and activated. The field is only displayed to the MDC supplying company for MDC order lines. It displays the corresponding purchase order number in the MDC demanding company.

MDC p line

Only displayed if DC1 Multi Distribution Centre is installed and activated. If this is an MDC order and if the field is being viewed by the MDC supplying company, it displays the corresponding sales order line number in the MDC supplying company.

If this field is being viewed by the MDC supplying company, it displays the corresponding sales order line number in the MDC demanding company.

MDC order st

Only displayed if DC1 Multi Distribution Centre is installed and activated. If this is an MDC order and if the field is being viewed by the MDC Demanding company, it displays the status of the corresponding sales order line in supplying company.

MDC m order

Only displayed if DC1 Multi Distribution Centre is installed and activated. If this is an MDC order and if the field is being viewed by the MDC Demanding company, it displays the manufacturing order number of the corresponding sales order in the supplying company.

MDC m status

Only displayed if DC1 Multi Distribution Centre is installed and activated. If this is an MDC order and if the field is being viewed by the MDC Demanding company, it displays the status of the corresponding manufacturing order in the supplying company.

Miscellaneous

Order prio

Optional entry. In the event of a shortage in stock the deliveries can be dispatched via the Work with allocation routine according to their priority. By using priority codes special and individual treatment can also be provided to customers in terms of delivery service.

Enter a code from the Sales order priority table indicating the priority of the sales order. The order priority entered in this field will override the default value defined in the Order header, main info panel.

Back ord pri

Optional entry. In the event of a shortage in stock the back order deliveries can be dispatched via the Work with allocation routine according to their priority. By using priority codes special and individual treatment can also be provided to customers in terms of delivery service.

Enter a code from the Sales order priority table indicating the priority of the back order. The back order priority entered in this field will override the default value defined in the Order header, main info panel.

DI created

Indicates if this sales order line was received through any DI method, for example EDI/400. This field is used for informational purposes only.

Ext desc

Indicate if the extended item description is to be printed on the order confirmation, pick list, transport note and invoice. If set to YES, text must exist in the Item file (in the Extended item description panel) and the applicable printout field(s) must be set to YES.

Conf details

Indicate if conformity details should be printed on the order confirmation, pick list and transport note. If the item has a conformity group defined in the Conformity group field in the Item file, the values connected to this conformity group can be printed on the customer documents. The conformity criteria defines the values that an item is to conform to.

Ext lab/pack

Indicate if extended packaging and labelling information should be printed on the order confirmation, pick list, transport note and invoice. If set to YES, text must exist in the Item file, (in the Extended packaging and labelling information panel) and the applicable printout field(s) must be set to YES.

Quotation no

Displays the quotation number for the product when the Sales order line was copied from a Quotation. This field is for display only and cannot be changed.

Ord property

Rebate calc

Only displayed if the DC1 Customer/Supplier Rebates (RBT) application is installed and activated. Indicates if the line is to be included in the rebate calculation. When the SO line is created, the field is defaulted from the corresponding SO header field, which in turn is defaulted from the SO type.

Work with sales orders or Service orders, Order line, Add info 3 (DMR30704)

Related topics

Note: If you are in Work with orders in error mode, the main title of the panel will read Work with orders in error, Order line, Add info 3 and any erroneous information will be highlighted after you click OK. In addition, not all functions via the Fnc list will be available.

The information on this panel will help you to:

• improve the control of the production and delivery of the goods to the customer. This will help you handle orders with high volumes, allowing the delivery to take place when the customer has planned for the delivery and has prepared enough warehouse locations to receive the goods.
• synchronise deliveries from other suppliers so they will get the goods at the same time or in a specific sequence.

Function keys

Item

Displays the item code and description.

Line/Link tp

Displays the item line number you are maintaining. When adding a new line, this field is blank. Link tp (Link type) indicates what kind of line is displayed, Main info Parent or Component, FOC base or FOC item line. See Link types for more information.

BtB purchase order

For MDC structures see MDC structure handling for more information.

Supplier

Only displayed if this is a BtB order line. Displays the main supplier of the item, retrieved from the Item file, but can be changed. Note: The supplier can only be changed before the corresponding purchase order is created. Enter the supplier that should deliver the item on this BtB order.

If the quality rate function for items and suppliers is also used, a check is made to ensure that you do not purchase items from a supplier with a lower quality rate than the rate entered in the Item file for the item.

The system controls that the supplier is an approved supplier, if the Use appr suppl only field is set to YES in the Item file for the item you are entering on the purchase order.

Purchase price

Optional entry and only valid for lines defined as back-to-back. Enter/displays the purchase price in purchase price unit, expressed in purchase currency. This price will be used when the BtB purchase order is created.

Note: For a MDC sales order in the demanding company that utilizes transfer prices, the purchase price is retrieved from the sales price of the item in the supplying company and cannot be changed. See Create an MDC sales order using transfer pricing for more information.

Purchase currency

Enter/displays the purchase order currency code used when creating the BtB purchase order.

Purchase price unit

Only displayed if the PRCUNIT (Price unit handling) function is activated in the Function control file. Displays the unit in which the price is presented. See About price unit handling for more information.

Purchase unit

Enter/displays the purchase order unit, used for back-to-back order creation.

Purchase order type

Displays the connecting purchase order type for the BtB order. This can only be changed if the connecting BtB purchase order has not yet been created. Note: BtB direct delivery orders will not be permissible if the order requires complete delivery. This means that if the Complete del field in the order header is set to 1, then you will not be able to enter a BtB order type with direct delivery.

Purchase order TOD

Optional entry. Enter the terms of delivery for the BtB purchase order used for creation of purchase order. If the line on the sales order is updated with different purchase terms of payments, one purchase order will be created for each terms of payment.

Purchase order MOT

Optional entry. Enter the manner of transport for the BtB purchase order used for creation of purchase order. If the line on the sales order is updated with different purchase manner of transports, one purchase order will be created for each manner of transport.

Planned production

Optional entry. Enter the planned date the production of the goods should be started in order to finish production in time. It is transferred to the purchase order. Note: Planned production is only used for BtB purchase. If a date has been entered in this field, the sales order line will be held if no date has been entered in the Confirmed production field.

Confirmed production

Optional entry but when Planned production has been defined above, the sales order line will be held until this date has been entered. Enter the confirmed date the production of the goods should be started in order to finish production in time. It is transferred to the purchase order.

Planned completion

Optional entry. Enter the planned date the production of the goods should be completed/finished and ready for shipping to the customer. It is transferred to the purchase order. This date is equal to or greater than the Planned production date. Note: Planned completion is only used for BtB purchase. If a date has been entered here the sales order line will be held if no date has been entered in the Confirmed completion field.

Confirmed completion

Optional entry but when Planned completion has been defined above, the sales order line will be held until this date has been entered. Enter the confirmed date the production of the goods should be completed/finished and ready for shipping to the customer. It is transferred to the purchase order.

Dispatch date

Enter the date that the goods will be dispatched to your customer. If a message is displayed indicating that the dispatch date is invalid, the reason can be one of the following:

• The date format is not correct (as defined in the Language table).
• The entered date is not a work day (as defined in the Calendar file)
• The date has not been updated in the Calendar file.