Main – Grid lines

Inventory and non-inventory items are added to the sales order in this tab.  Freight and courier charges can also be entered in the Totals area of the form.

 

Field Description
  Single left click opens a menu that allows various actions to be taken

 

Part No. Select from the search window on manually enter the part number if permitted -  AllowManualPartNoEntry
Description Populated from the inventory record and can be changed according to the system setting  AllowAlternateDescriptions
  • No – field cannot be changed
  • Display from search window – alternates are setup in Inventory, Other, Descriptions
  • Description field is editable – user can change
Quantity Populated with the value set at DefaultQuantity.  User enters ordered quantity
Price Displays the price determined by the application for the item and quantity being ordered for that customer based on the applicable price scheme.  Selecting the arrow next to the Inc Tax box to display the prices available for that item

 

Inc Tax Indicates if the item has been setup as a “Selling Price Represents Tax Inclusive” in inventory
B. Ord Quantity than cannot be supplied at this stage. 
Demand Represents lost sales – e.g.  Ordered 10, can only supply 8.  Customer does not want back orders.  Entering 2 in Demand cancels the back order and represents a lost sale
This Del Quantity being delivered on this snapshot
Quantity on Shelf Quantity in stock on hand for that warehouse BEFORE the sales order is saved.  Is updated when the sales order is saved providing the Invoicing setting DoNotReadSOHLevels is unticked
Quantity Available Quantity in stock on hand LESS back orders for that warehouse BEFORE the sales order is saved.  Is updated when the sales order is saved providing the Invoicing setting DoNotReadSOHLevels is unticked
Disc % Is populated with Standard Discount on Invoices from the debtor record where DontApplyDebtorDiscounts in unticked.  Applies this percentage to the price applied to the item for the quantity being ordered.  Can be manually edited where AllowStandardDiscountEdit is NOT set to Non editable
Discount Given Is populated with the dollar discount calculated where the Disc % field has been populated.  Can be manually edited where AllowStandardDiscountEdit is NOT set to Non editable
Price Ex Ex GST unit price for the item.  Can be edited where AllowPriceOverride is ticked and the inventory item has Allow Price Overrides ticked
Tax Total tax being charged on that line for the quantity being delivered
Price Inc Inc GST unit price for the item.  Can be edited where AllowPriceOverride is ticked and the inventory item has Allow Price Overrides ticked
Total Total GST inclusive value of the line for the quantity being delivered
Contact Select from search window attached to the field.  Data that displays defaults to Contact records attached to debtor records but change be changed by editing the settings LineLinks and LinkSELECT
GST Rate Default GST rate setup in the inventory maintenance form for the item.  When UseTaxExemption is ticked, any value entered in the field Tax Exempt No. sets this rate to 0.00%
Serial Number(s) Details of serial numbers for the item being delivered on the snapshot
Previous Delivery Total quantity delivered on previous snapshots
Invoice Price Default selling price from the Prices tab of the inventory record
RRP Recommended retail price from the Prices tab of the inventory record
Classification Details from the inventory record
Cat 1, 2, 3 Details from the inventory record
Weight Details from the inventory record
Cubic Size Details from the inventory record
History Comments specific to each line for each snapshot
Job Cost Number Displays data when the sales order has been created as a Job Invoice.  Accessing the search window attached to the field loads the Job Cost – Allocation form
Cost Last cost from the Prices tab of the inventory record
Secondary Cost Secondary cost from the Main tab of the inventory record
Forward Order Date Populated with the login date as items are added to the grid.  Date is used by Forward Order Processing and Forward Order Scheduling for sales orders with the Document Type of Forward Order
Scheduled Date Populated with the login date as items are added to the grid.  Date is used by Forward Order Processing and Forward Order Scheduling for sales orders with the Document Type of Forward Order
Deliver This Stock When un-ticked forces stock onto back order.  Cannot be un-ticked when items are non physical inventory items, non inventory or kit headers.  Used in conjunction with Sales Order Delivery Processing
Units Units of measure populated from the inventory record.  Can be used in reporting
Fix Pricing When ticked, the item pricing for the item does not change when quantities are changed – i.e. over-rides price scheme elements

 

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