OE Sales Orders - Lines tab

Navigator > Tasks > Order Entry > Enter Sales Orders > Lines tab

Order lines grid

When entering or editing order lines, Ctrl+Enter moves to the start of the next line.

The following fields are shown by default. Zoom to Form view, or select Customise (Alt+F5)to view all OE Order Line Field, including the GL Account Code.

Line Type

Select Product, Narrative or Sticky Narrative.

Auto Kitset, Manual Kitset, Component and Usage line types are selected from the Product code entered and do not appear in the line type lookup. See Components.

Product	For entering Product items. These can be products held in IC but need not be as all details can be entered manually.
Narrative	Enter extended lines of text, such as a detailed description of a job. Click Narrative `(F2)` in the Description field of a narrative line to open the Narrative Editor, then type a narrative or choose a global narrative.
Sticky Narrative	A special type of narrative line that is linked with the line above. When invoices are generated, these lines will be transferred to the invoice only if the line above is also (if the line above contains some supplied items). These lines are also only printed on packing slips if the line they are linked to is printed. Ordinary narrative lines are always transferred during invoice generation. Sticky narrative lines can be used to attach narration to a Product line.
Auto Kitset	Gets the list of components on the order. When posted, the components on the following lines are sold, not the product on the Auto Kitset line. Special Pricing is not applied to Auto Kitset lines. To apply Special Pricing to a group of products, you must use a Manual Kitset.
Component	Lines below an Auto Kitset line. These products are recognised as sold when the order is posted.
Manual Kitset	The product is manufactured on the fly from the usage lines below and then sold.
Usage	Lines below a Manual Kitset line. When the invoice is posted, these products are used to manufacture the Manual Kitset Product which is recognised as a sale.

Product

The Product code from IC (if IC is installed). Selecting a Product code loads a number of defaults: the Description, Unit, Group and Commission fields are loaded with the values from the Product record.

Description

Defaults to the description of the selected product (can be overwritten). Up to 60 characters are available on the selected line. For Narrative lines, for more characters, click Narrative (F2) to open the Narrative Editor.

UOM Code

(UOM Active Only)

The UOM Code from the Product. If the Product has more than one UOM Code, you can select the code to use.

Ordered / UOM Ordered

The quantity ordered. When a product is selected, defaults to the Default Order Line Quantity value specified in OE Settings (often 0).

Supplied / UOM Supplied

The quantity supplied. Will default to the quantity ordered if sufficient stock is available.

Back Order / UOM Back Order

The quantity to be placed on back-order. This is based on the Default if Insufficient Stock option in OE Settings.

Unit

The unit for the product (for example, Each or Doz) usually printed on the order. If a UOM Code is entered, shows the UOM Code Description. If no UOM Code exists, this can be entered.

UOM Selling Price

Price is calculated based on the Discount mode in the Discount Schedule. If the Discount Mode is:

Explicit, the Price shows the Sell Price for the item before a discount, and the discount appears in the Disc% field.
Implicit, the Price shows the discounted price (Sell Price minus the discount). No discount shows in the Disc% field.

If using Special Pricing, Price shows the special price according to the rules above.

Disc %

The discount shown depends on the Discount Mode specified in the Discount Schedule. If the Discount Mode is:

Explicit, Disc% shows the discount percentage applied to the extended amount (Quantity x Price).
Implicit, no discount is shown.

If you use Special Pricing, Disc% shows the total discount according to the rules above.

Note: For Automatic Kitset products, if any of the component Products have a Discount Code set, the Discount Codes of each of the products will be used. You can manually change these.

GST

GST code for the line. If a GST Override is specified for the customer it will be the default, otherwise it is the GST code from the Product or the Sales Group. The GST Code from the Product takes preference over the GST Code for the Sales Group. It is unusual to change this manually.

Group

The Sales Group the net sale on the line is analysed to when an invoice is generated and posted. If the line does not include a product from IC, type the appropriate Sales Group code or the amount will be analysed to unspecified group code 0000. To avoid code 0000, ensure Allow Unspecified 0000 Sales Analysis Codes is not selected in AR Settings. Search for a sales group using the Accredo Lookups.

Amount

The extended line amount. You cannot enter in this field; it is calculated as, QuantitySupplied x SellingPrice - EnteredDiscount. Read-only.

Grid Toolbar

Expand Toolbar (Ctrl+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Zoom (Ctrl+F12)

Access grid fields in Form view for each line on the grid. Order lines can be entered/edited in the form or on the grid. To view more fields use the scroll buttons or resize the window. See OE Order Line Fields.

Insert (F4)

Insert a new line.

Move (Shift+Up) (Shift+ Down)

Move the selected line.

Delete (F3)

Delete the selected line.

Sort (Ctrl+F2)

Sort ascending or descending on a field. Sort order is saved when the Order is saved.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Prompt for Delete Line On / Off (Shift+F3)

Toggle on and off to specify whether to confirm deletes. The default state is set in Users, Groups and Roles - Preferences tab.

Hide / Show Usages (Ctrl+H)

Toggle on and off to hide and show usages for Manual Kitsets. The default state is set in Users, Groups and Roles - Preferences tab.

Product Quantities (Ctrl+Q)

Opens IC Product Quantity (if IC is Installed).

Accredo Saturn Only: Shows quantities at each location, to view stock availability and pending stock movements. Allows juggling stock 'on the fly'.

Special Pricing Information (Ctrl+4)

Opens SP Price Query. You can query the results of a rule applied to a line. If a Special Price is applied, the rule reference displays with other information, depending on the Special Pricing script.

Hide / Show Completed
(Ctrl+C)

Toggle on and off to hide and show status Processed and Completed lines on Unprocessed or Open orders. The default state is set in Users, Groups and Roles - Preferences tab.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.

Tracking Panel

Show Tracking
Hide Tracking
(Ctrl+T)

Show or hide the tracking detail for the current line.

Stock Levels

Customise

Opens Customise Fields, you can customise the fields visible in the stock levels panel.

UOM Code

(UOM Active Only)

The UOM Code for the selected Product.

In Stk / UOM In Stk

Quantity of the selected product in stock on hand.

Alloc / UOM Alloc

Quantity of the selected product currently allocated to customers.

Avail / UOM Avail

Quantity of the selected product available for sale.

Bk Ord / UOM Bk Ord

Quantity of the selected product on back order for customers.

Ship / UOM Ship

Quantity of the selected product on shipments not yet receipted.

On Ord / UOM On Ord

Quantity of the selected product on order from suppliers.

Note: For Automatic Kitset products, the following fields come from the individual components products, not the kitset product, but can be changed:

Discount %
Commission %
Location Code
Branch Code (Accredo Saturn Only)
Department Code (Accredo Saturn Only)
JC Transaction Type
Job Code
Component Code
Cost Centre Code

In This Section

OE Order Line Fields

OE Insufficient Query