The order of these fields will vary based on the way the user has set them. Some of the fields will not show up for users that do not have the security permissions to see them.
Part No – The item selected from inventory or a miscellaneous code.
Description – This is the description pulled from inventory. If the item is miscellaneous then the user can type their own description. If the user has the security setting Sales Orders/Edit Description turned on, they can also edit the default description of an inventory item once it is on the order.
Order Qty – The quantity the customer orders
Ship Qty – The amount you are able to ship. The user can always reduce this amount and the remainder will get back ordered. However unless the company setting Inventory/Prohibit overshipping is unchecked the ship amount cannot be increased more that the inventory available amount.
B/O Qty – The amount that we are not able to ship because of shortages.
Retail Price – The price of the item based on the customers price. This includes price level and price matrix.
Disc – This is the discount percentage off the retail price above
Unit Price – The discounted price
Current Cost – The cost of the item the last time it was received
Average Cost – The average cost of all of the quantities of this item that we have in stock. This average cost gets updated ever time more of it is received.
U/M – The selling unit of measure. The default unit of measure gets selected when the item is added to the order but if there are other available selling units of measure for this item the user can select one from the dropdown available. The item will then get re-priced based on its price set for that UOM in inventory.
Conversion Factor – The unit of measure conversion used if it has one
Tax1 – This tax flag gets set from the customer default but can be overridden
Tax2 – This tax flag gets set from the customer default but can be overridden
Vendor – The vendor that this item is purchased from by default, but can be edited to another vendor. This vendor will be used if the user creates a requisition / PO from within the sales order.
Levy – These are setup in inventory so that a levy (aka environmental fee) can be charged when it is sold.
Ext Levy – The extended levy is calculated based on quantity shipped on this order line.
Ext Price -The extended discounted price for this line item
Margin (Curr) – The margin percentage made on this line based on the last price paid for this item
Margin (Avg) – The margin percentage made on this line based on the average price paid for this item
Employee – An employee can be added to each line if it is required for commission or tracking purposes
Employee Name – The employee name for this line
Price Reason – If the special price setup for this item in price matrix has a reason attached to it, it will be displayed in the field. Many companies use this field for customer specific part numbers. The reason code can be set with a colour so that it is prominent on the order.
Created By – The initials of the user that added this line to the order
Modified By – The initials of the user that last modified this line on the order
Location – The warehouse location/bin that this item is set to in inventory
Pack Size – The usual case size of this item
Memo – The user can enter many lines of text in this field that will be attached to this line of the order. By default this memo is not printed on any reports/forms
Inv. Committed – This is the committed quantity of this line of the order based on the multiplier on the unit of measure. If the UOM CASE has 12 of the stocking UOM and we are selling 10 of them the Inventory Committed field will have 12
Required Date – The date the customer requires this line of the order. It defaults to the ‘Required Date’ in the header of the order. If the date on the header is edited the user will be asked if they want to update all of the detail lines as well.
Product Code – The product code of the inventory item on this order line
Inventory GL – The default inventory GL account for this inventory item. (see warning below)
Cost of Goods GL – The default cost of goods GL account for this inventory item (see warning below)
Revenue GL – The default revenue GL account for this inventory item (see warning below)
Reference No – Text can be entered here so the user can track line info. For instance if an item’s warranty needs to be tracked back to the supplier, the suppliers invoice number can go here. By default this field does not print on any reports or forms.
Weight – The weight of an item multiplied or divided by its unit of measure conversion factor. Note that the weight field will be red if there is no weight for this item. The total weight on the footer of the order will be red as well if there is any item in the order that is missing its weight. The user can edit this weight field but it does not update the weight in inventory so it is important to update it as well.
Ext Weight – The extended weight based on the shipped quantity of this item
UPC Code – The UPC code that was scanned or typed for this line of the order. Each item can have many UPC codes and each unit of measure can also have its own UPC.
Target Type – When a purchase order is created through requisitions for this sales order it fills this field with “Purchase Order”. If the item was sent to Production then it is “Production Order”.
Target No – The Purchase Order number or Production Order number that this line of the order got sent to.