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Lines
Lines
The lines of an order contain a list of items that can be added, deleted,
and changed as needed. You can add as many lines as you would like to an order,
which means that you can create very long orders.
Enter lines in blank rows. A blank row will appear as soon as you click on
the blank space beneath the lowest line (or in the field for entering lines
if no lines have been entered. Use the horizontal scrollbar or cursor keys to
move the lines display right or left.
Additional function buttons located above the lines in the
taskbar of Line panel let you perform additional
functions for an individual line.
Like in the order document header, registers and settings are used to simplify
the entry of lines. Here as well, instead of filling in all columns of a line,
you usually need to enter information in just two columns (Item ID or Description
and Quantity). All other fields will be filled in with default information from
the Items register.
| Line |
In the Line
field is a consecutive number of the line and it is generated automatically.
The data cannot be changed there - for possible ways of changing a consecutive
number see Wizards. |
Note
|
With a click on the
icon in front of the consecutive line number, a window for the entry
of a note on the document line opens. The icon changes into
 .
When the entry of the note has been finished, close the window with
a click on the icon. (See
also: Entry of note).The note in the
Note field can have up
to 256 character and can differ from line to line. The function is for
clarifying the appropriate line without any connection to the document
note. With the Document Note
you determine for example special payment conditions which are valid
for the entire document (all lines), and with the
Note of an individual line
you for example determine special conditions for the delivery deadline
that are valid only for this line.
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Item ID
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In the Item ID
field is the ID of the issued item. Type
in or select the information from the lookup list. In the
program parameters select information
that the program shall display in the lookup list when searching the
Item ID.
If you check the Read external IDs box
in program parameters, you can enter to this field also the
Subjects ID. After you confirm the
line, your ID for the item displays, because you track stock by your
IDs.
To look for an item you can also use the Items
search (Ctrl+F) function.
With a double click on the Item ID the items
register will open. The program will place you to the currently
used item.
This way you can change certain data in the items register, you can
also enter a new item, and you do not need to close a sales order while
working in it.
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| Alt.
(alternative) |
The Alt.
(alternative) field can be used only by users
of MF license. You enter the number of the
alternative BOM that shall be used when
transferring data to work orders. See Transfer
to WO or Create WO. |
Description
|
In the
Description field is the
name of the item. The item can be entered in the
Item ID field, where you
enter the ID, and the Description
field will be filled-in automatically with the name of the item. Or
you can enter the item in the Description
field first, and the Item ID
field will be filled-in automatically. In the
program parameters select information
that the program shall display in the lookup list when searching the
name of an item.
You can change the description in the document by
complementing the generic code of the item (for example: STOR) with
a more detailed description of it (for example: repair of machine by
pre-invoice 3456/00).
If you check the Show external IDs box
in program parameters, you can enter to this field some other name of
this item.
To look for an item you can also use the Items
search (Ctrl+F) function. |
U/M
|
In the U/M
field you enter the unit of measurement for an item (default value
from the Items register). You can also
select it from the lookup list or if you double click the field from
the U/M. |
Quantity
|
In the Quantity
field you enter the issued quantity. The default
quantity is 1! |
Unit Price
|
The retail price (default
value on basis of price range of the customer from the
items register or
contract price list).
The data can also be entered manually. See
also the chapter price ranges.
If the invoice is issued in a currency that is different
from the one that has been selected in the items register or the price
list, the calculation is made according to the
bank - price list in the In AP | Settings
| Program parameters | Company | General -> Bank - Price List field.
For items of own manufacturing with the items
type P - Product (finished/semi-finished product) prices can be
calculated in two ways:
- first one is in the same way as the sale price is shown on the
BOM. Prices of child items on BOM are
calculated by formula that is entered AP | Settings | Program
parameters | Orders -
BOM Prices formula
field (default by the BOM price from Items register |
Costing). The sum of values of child
items will present the sale price in a sales order, provided at
the same time also the Recalc BOM Price When
Adding to Order box is checked in the
AP | Settings | Program parameters |
Orders.
- If the Recalc BOM Price When Adding to
Order is not checked, the program will search
for the the item price of own manufacturing as described above.
See also the chapter price ranges.
For the particularities of the default retail prices with the use
of separated calculations of the sale price see see
Separate sale price calculation by warehouse.
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Discount %
|
In the Discount %
field you enter the discount of the line (a default value on the basis
of the price range of the customer from the items register or the contract
price list). The data can also be entered manually or by setting the
discount for the entire order. |
Value
|
Value of the line excluding VAT according
to formula: value of the line = quantity * (price
- discount).
VAT is not counted to this value. You can change values in this
field, according to this changes also the value in the
Price field will change.
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VAT
|
In the VAT
field is entered the VAT - a default value from the items register or
program parameters. The information can
also be entered or selected manually from the
Tax Types register. |
Amount Due
|
In the Amount
Due field is the value with included VAT according
to the formula: To pay= value * (1 + VAT in percentage)
Value to be paid can be changed, in this way also the
Value and
Unit Price will change.
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Dispatched
|
If from the sales order an invoice was already created,
in the Dispatched field
will display the already dispatched quantity of this line.
The quantity in the dispatched field is increasing with every delivered
order or decrease with each credit note for returned goods. A credit
note for returned goods decreases dispatched quantity, if: 1) the invoice
was created through adding the sales order and 2) the credit note was
created with adding movement - document reversal (recommended procedure
for credit notes).
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Packages
|
In the Packages
field is filled-in the number of packages in an order line. You select
a package calculation type in the program
parameters. The number of packages can if desired be
rounded-up.
In AP | Settings | Program parameters | Items |
General -> Check U/M conversion factor
checkbox you can select additional control for the conversion factor,
determined in the first U/M with another U/M. |
| Net Weight |
In this field is filled-in the net weight,
calculated as product from line and the net weight of the item for the
unit from the Items Register. Here, the
data can be edited or added manually - in this case the information
on the net weight per unit will not be recorded in the items register.
Net weight is always calculated according to the unit of measurement
from the line, regardless the unit of measure in the Items Register
or the line.
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| Gross
Weight |
In this field is filled-in the gross weight, calculated as the product
of quantity from the line and the gross weight of the item from the
items register. The information can also
be edited manually in this line - in this case the gross weight will
not be recorded in the items register.
Gross weight is always calculated according to the unit of measurement
of the line, regardless of the measure unit in the Items Register or
the line.
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| Volume |
In this field is filled-in the volume, calculated as a product of
the quantity from the line and the width, height, and depth per unit
from the items register. The information
can also be edited manually in this line - in this case the information
on the volume will not be recorded in the items register.
The volume is always calculated according to the unit of measurement
from the line, regardless of the unit of measurement in the Items Register
or the line.
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The weights and the volume PER UNIT are recorded
in the lines of the document, in the overview of lines this
data is re-calculated PER LINE. This must be taken in consideration
when creating reports and weights and volume must always be
multiplied by the quantity in the line (see example
Report of net weight, gross weight
and volume on quantity in a line). |
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Deliver by
|
The Deliver By
field is filled-in with the information from the sales order header
and can be changed on this place. When calculating
available stock, the program will as the
delivery deadline use this date.
Before confirming the order, the program will check the changed date
that affects the calculation of the available stock, if the delivery
deadline is in some of the sales order lines less than the current date.
If the date would be less than the current date it would mean you are
confirming an order which delivery deadline you have already missed.
In such case the program reports a warning (see
You are trying to confirm an order that should
already be fulfilled!).
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 Department
|
This data is not mandatory (the field can stay
blank). The program will find it by the following order:
- if the department has been entered in
items register, this data will remain
in effect due to its higher priority
- otherwise data about department entered in the
document header will be used.
The information on the department in the document line will thorough
the Add function transfer to
the issued invoice.
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| Cost
ctr. |
In the Cost ctr. field
you enter the cost center. The default
value of the cost center is entered in the
items register. However, it can be changed manually in this field.
Information on the cost center will fill-in the sales order line if
you additionally link the line to the cost center (see for more information
chapter Cost center - Sales order tab).
If you determine in the document types that to enter a cost center
is mandatory, and you do not enter it in this field, the program report
an error (see Cost center must be specified!).
The information on the cost center in the document line will thorough
the Add function transfer to the
issued invoice.
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| Price incl. Discount |
The discount price = price
(retail price) - discount of the line. The data can not be changed in
the document line. |
Warehouse
|
To enter the Warehouse
field is not mandatory. If a warehouse is entered, when adding sales
order to issue warehouse the defined warehouse the default warehouse.
To transfer data to the picking list the
warehouse must be defined, where this function is use otherwise the
program reports an error (see The selected
warehouse does not issue items via the picking list!).
To define a warehouse is mandatory if the order will be hard allocated
(see panel Hard allocations).
The information on a warehouse can be changed. However, if quantity
is already hard allocated, the warehouse cannot be changed and the program
will report an error (see The order lines
are allocated, therefore the warehouse cannot be changed!).
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You are not allowed to delete an order line that was
already (partially or completely) dispatched through the picking list
or you cannot ensure the consistency of data. When trying to dele such
line or the whole order the program reports an error (see
Order lines already issued via picking list!
Cannot delete!). |
See also Orders functioning scheme.
In linked sub-panels are beside general data about orders also procedures,
functions, and document overviews lined to orders:
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