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Lines
     
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WARNING
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!).
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WARNING
It is possible to SUM Values (quantity, price,...) with right click on positions:
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WARNING
There are some hidden columns which can be added with right click on positions.
First, choose option Edit :
then Select Columns :
Columns which can be selected on the Sales order documents are :
acActive
anMinMargin
Purchase Price
U/M 2
VAT value
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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.
Table of contents
- Lines
- Transport
- Hard Allocations
- Payments
- Analysis
- Person Res.
- Documentation
- Links
- Refund
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1. Lines
Order items make up the list of ordered material resources, which we can add, delete and change arbitrarily. We can add an arbitrary number of positions to the order, which means that we can also make very long orders..
| 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 |
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. |
| 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. |
| 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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WARNING
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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| Disp. date |
The Dispatch date 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!). |
| 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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| Deliver by |
The Deliver by field is filled-in with the information from the sales order header and can be changed on this place. It specifies when order must be delivered to customer. |
2. Transport
Add data about transport packaging and the package numbers in the "Transport" panel in addition to basic data from the Lines panel:
Table of contents
- Header Transport
- Lines Transport
2.1. Header Transport
| Carrier |
Select the carrier of the goods from the Subjects register. |
| Trailer registration number |
The registraion of the vehicle's traielr, if there is any. You can enter the number manually |
| Vehicle registration number |
Description of entry |
| Date |
The date of transport of the items from the Order. |
2.2. Lines Transport
| Line |
In the Line field is a consecutive number of the line and it is generated automatically. |
| Item |
The code of the issued Item. |
| Name |
The Name of the issued Item. |
| Quantity |
The Quantity of the issued Item. |
| U/M |
The U/M of the issued Item. |
| Packages |
Number of packages in a line. Select the calculation method for the packages in Parameters. The number of packages can also be rounded-up if you wish.
Additional control of quantity's divisibility, which is expressed in the first unit of measure, with another unit of measure ( multiple entry ) can be set in Parameters.
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| Net Weight |
Net weight of the line, 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 net weight per unit will NOT be recorded in the items register.
Net weight is always positive value, calculated in unit of measurement from the line, regardless the unit of measure in the Items Register or the line.
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| Gross Weight |
Gross weight of the line, calculated as the product of quantity from the line and the gross weight of the item from the Items register. The data 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 positive value, calculated in the unit of measurement of the line, regardless of the measure unit in the Items Register or the line.
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| Volume |
Volume of the line, calculated as a product of the quantity from the line and the width, height, and depth per unit from the Items register. The data can also be corrected or added manually here - in this case the data will NOT be recorded in the Items Register.
The volume is always positive value, calculated in the unit of measurement from the line, regardless of the unit of measurement in the Items Register or the line.
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WARNING
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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| Package Number |
Enter the record number of the package, usually the AWB (Air Way Bill) or the transport operator's tracking number. |
| Custom tariff |
Customs tariff defined for item in Item Register |
3. Hard Allocations
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WARNING
For the time being, the program does not support hard allocations of serial numbers!
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WARNING
- You can allocate only the entire order line.
- Order lines that are transferred to hard allocations can be deleted or you can reduce the ordered quantity.
- Quantity on order lines that are transferred to hard allocations can be increased only up to the quantity of available stock. To increase the quantity for more than available stock is not allowed and the program reports an error (see Not enough stock to change quantity!)
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The Hard Allocations tab makes it possible to enter and view quantities for hard allocations.
In this tab, information about hard allocations is filtered based on information in the currently selected order. Quantities can be allocated or an allocation can be cancelled.
An order must contain information about the warehouse that will dispatch the order. If this information has not been entered, the default warehouse from the Program Parameters will be used.
| Line |
In the Line field is a consecutive number of the line. It is transferred from the Lines tab. |
| Component ID |
Description of entry |
| Description |
Description of entry |
| Deliver By |
In the Deliver By field is the delivery deadline, transferred from the Lines tab. |
| Quantity to Dispatch |
In the Quantity to Dispatch field is the ordered quantity from sales order line less possible already dispatched (partially dispatched) quantity (=ordered qty - dispatched qty).
In this field is the item quantity that is currently allocated for this sales order line or that is possible to allocate.
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| Stock |
In the Stock field is the actual stock on the selected warehouse. |
| Allocated Total |
In the Allocated field is the total quantity for the hard allocation for the current item and warehouse. |
| Remaining Stock |
In the Remaining Stock field is the quantity that can be dispatched/sold/allocated, provided all hard allocation were taken in account before (=actual stock - allocated stock) |
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Alloc.
(Allocated)
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- If the Alloc. box is checked, the line is allocated. Allocated quantity for this line equal to the ordered quantity less possible partially dispatched quantity. This is the quantity from the Quantity to Dispatch field (see above). If remaining stock is less that the total quantity to be dispatched, allocation is not allowed and the program returns an error (see Cannot allocate line! Not enough available stock!). Hard allocation is not possible without selected warehouse (see For hard allocations, a warehouse must be specified!).
- If the Alloc. box is not checked, the line is not allocated.
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| Allocated |
Allocated quantity |
4. Payment
You can payment by installments or Cash in an order document.
Table of contents
- Payment - Installements
- Payment - Cash
4.1 Payment - Installements
You can also specify payment by installments in an order document. The Installments tab, where you can enter and calculate installments, contains the following information:
- In the middle section, you can enter parameters for creating installments (number of installments, installment due dates, due date of first installment)
- In the left part of the panel, you can view individual installments
- In the right part of the panel, you’ll find the total value of installments and any paid amounts.
But keep in mind:
- that an “installment” with the sequential number 0 is created for a part of the payment that was possibly paid with a cash receipt so that this (already paid) part of the invoice will not be charged again;
- That any installments paid in other ways can also be entered manually (for example, a part of the payment can be set-off, so the set-off amount will not be divided into installments);
- That you can create an installment for the remaining amount using the procedure described below.
1. Parameters for Creating Installments
| Invoice date |
The Invoice date field fills-in with the date the order is valid until. This date is used as the date of the amount due that was paid in cash. |
| First installment due |
The First installment due field fills-in with the date, the first installment is due to pay. By default it is the date of the order, but it can be changed. |
| Installment frequency |
In the Installment frequency section you select the unit for next amounts to be due. You can choose among Day, Week or Month. |
| Interval |
In the Interval field you enter the period for the amounts to be due. It can be expressed in day, weeks and months as defined in the Installment frequency section. |
| No. of installments |
In the No. of installments field you enter in how many installment the invoice will be paid. |
| Enter Share |
Enter the proportion based on which we create installment payments. The program will create as many installments as it calculates based on the entered share, the difference will be corrected in the last installment. In this case, the Add tax to the first installment tick is also not visible. |
| Add Tax to First Installment |
When creating installments, the program will automatically add the tax amount to the first installment. |
| Installement Frequency |
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(Create installments)
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When you click on the Create installments button the program will create installment and date they are due at. If the amount cannot be divided to equal installment, the difference will be calculated at the last installment. When the procedure is completed, the program reports (see Installments created!).
If you have exceeded the maximum allowed number of installment, the program will report an error (see Maximum number of installments has been exceeded (%s)!).
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(Delete installments)
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If you do not want installment or you have created wrong installments and want to create new one's, you can delete the with a click on the Delete installments button. |
2. Information on Installments
On the left of the tab is a table with lines where you can see how installment will be paid.
Amounts and dates of created installments can be changed. You can also enter manually dates, payments will be due, and amounts without the function for creating installments (i.e. when amounts for installments are not symmetrical).
| No. |
In the No. (number) field is the consecutive number of the installment. Installments are numbered with consecutive numbers from 1 forward. If a part of the invoice was paid in cash, has this payment the number 0. |
| Date |
In the Date field is the date for the amount of the certain installment to be due. |
| Amount |
In the Amount field is the amount for the individual installment. |
| Payment Method |
In the Payment Method field is the ID of the certain payment method. This ID is by default equal to the one entered on the document. It is of more informational nature here. |
| Confirmed |
The Confirmed box defines whether the payment was already confirmed and is used when reporting special payment orders. When you are creating special payment orders for a certain period and you confirm the, individual installments in the field for installment calculation are confirmed as well. Special payment orders cannot be created for confirmed installments!
You can confirm individual installment manually as well (i.e. if an invoice was partially prepaid or partial payment in cash). |
| Reference |
The value is filled if Create reference is marked in the code book of document types. |
| Share |
Proportion for installment payments. |
3. Information on Values
On the right side of the Installment tab are total values of payments:
| To Pay |
In the To Pay field is the total amount of the invoice that is to be paid. |
| Paid cash |
In the Paid cash field is the total amount of the invoice that was already paid in cash (through cash receipt). |
| Paid Prepayment |
In the Paid prepayment field is the total amount of the invoice that was already paid in cash (through cash receipt). |
| Remaining |
In the Remaining field is the difference between the value in the to pay and the total value in Installments total field. With the use of this field you know which values to assign for installments if you are entering values manually. After you have finished entering installments the remaining must be equal to 0!
The entry cannot be completed till the remaining is not equal to 0, and the program will report an error (see The sum of installments must be equal to the payment!). |
5. Analysis
In the Analysis tab, you can view the mark-up for an individual item or for the entire order. If a line contains a compound item, you can also view the mark-up for components on any subordinate level. Click the + sign next to the item ID to show the mark-up for each individual line.
The sale price serves as the basis for calculating mark-up or price difference. Four different values can be subtracted from the value of the sale, that is, you can choose from four methods for calculating the purchase price of the goods.
| Items Register |
If you select the Items Register option button the program will use for the costing the price from the items register | costing/pricing | costing section - Gross in LCY field (this the suppliers price plus calculation factors of the costing value: transport, direct costs,...) |
| Pgm. Parameters |
If you select the Pgm. Parameters option button the program will use for the costing the price from the price determined by the formula in the AP | Settings | Program parameters | Orders - BOM Prices Formula field. When this parameter is predefined is the price to be calculated suppliers price, excluding the calculation factors of the costing value. |
| Contract Prices |
If you select the Contract Prices option button the program will use for the costing the suppliers price from the supplier's contract price list, if the one does not exist, the program will calculate the costing value by price ranges. If you select this option button you required to select in the Supplier field the the supplier's ID, where the program shall look for the price. |
| Valuation Prices |
If you select the Valuation Prices option button the program will use for the costing the price for valuation (i.e. currently valid average price) on the primary warehouse. |
| Supplier |
If you select for the calculation of the costing value the Contract Prices option button, you are required to select the supplier in the Supplier field, where the program shall look for the price.
If you do not enter the information the program will report an error:
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(Recalculate)
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If you change the search type of the purchase price, click the Recalculate button to calculate the difference in the price with new defined parameters. |
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(Print)
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Click the Print button to print a Analysis. |
| (Analysis) |
In the panel for analysis display values of purchase (by selected type of purchase valuation) and sale and the difference between both prices on the individual document level.
If you double click this record the program will on the level of an individual item display also the sale and purchase price and the difference between these two prices. |
- Costing can be searched in 4 possible ways.
- Pricing is searched in the analysis panel in the sales order line.
- Difference is defined as the difference between the sale and purchase price (=sale-purchase)
- (% of the difference) is defined as the relation between the difference and the costing value (% = difference / costing). The calculation of this percentage is equal to the calculation of the percentage of the surcharge in the Items register | Costing/pricing | pricing section (Markup fields) of the items register.
6. Person Res.
6. Documentation
7. Links
8. Refund
Pogledajte i šemu delovanja narudžbine.
U povezanim podpanelima pored osnovnih podataka o narudžbini možemo pronaći povezane postupke i funkcije i preglede dokumenata, povezanih sa narudžbinama:
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 |
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. |
| 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. |
| 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. It specifies when order must be delivered to customer. |
| Disp. date |
The Dispatch date 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!). |
 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!). |
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Deleting order lines which are transferred to the picking list, however, not yet dispatched through the picking list, is possible and the program will delete order lines as well as picking list lines. In such case the program displays warning (see A picking list has already been created for the order line(s)! Do you want to delete it anyway?). |
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It is possible to SUM Values (quantity, price,...) with right click on positions:
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There are some hidden columns which can be added with right click on positions.
First, choose option Edit :
then Select Columns :
Columns which can be selected on the Sales order documents are :
acActive
anMinMargin
Purchase Price
U/M 2
VAT value
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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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