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- Alloc. Units: Displays the number of units allocated of the line item. This field is only editable in Allocate View or the Alloc. Details window.
- Alloc. Weight: Displays the amount of weight allocated of the line item. This field is only editable in Allocate View or the Alloc. Details window.
- Carrier: Displays the name of the Carrier that will ship the item(s). This field defaults from the Carrier header field. However, if the transaction allows multiple shipments, the The Carrier field is editable at the line item levelwhen new lines items are entered and the Carrier can be changed for saved line items by changing the Shipment to Unassigned. This will enable the Carrier field.
- Certification: Allows users to select a certification for the item. If the Sales Order preference 'Assign all Certifications to new Orders' is set to yes, the certification field auto-populates based on the item's certification setup. When a certification is selected, only lots with the certification(s) are being allocated.
- Contract: Displays a drop-down menu for the user to select the contract to which to apply the line item(s). The available contracts will be those in the Sales Contracts module that are assigned to the customer for the specified line item with remaining quantities.
- Extended Price*: Displays the product of the line item’s price per unit of measure and number of units ordered. This field is read-only.
- Invoice Description: Displays the Sales Invoice Description saved on the Item record.
- Item Description: Displays the description of the line item. This field is read-only.
- Item: Displays the line item’s number. This field is read-only.
- Load: Displays the load the line item’s shipment will be on. This field auto-populates and is read-only.
- Ord. Units: Displays the amount of units ordered of the line item.
- Ord. Weight: Displays the amount of weight ordered of the line item.
- Override Wt.: Allows users to enter an alternative Weight that is displayed on specified documentation like shipping documents. The entered weight does not impact the price or inventory calculations. The column is not part of the system view and needs to be added from column set up.
- Price UOM: Displays the unit of measure the price is contingent upon.
- Price: Displays the price per unit of measure.
- Ship By: Displays the date by which the line item(s) must be shipped. This field defaults from the Ship By header field. However, if the transaction allows multiple shipments, the Ship By field is editable at the line item level.Site: Displays the
- Shipment**: Displays the ID of the shipment. The shipment is created automatically based on the Carrier, Site and Ship By date combination and the line items with the same Carrier, Site and Ship By date are placed on the same shipment. The Shipment can be unassigned by selecting Unassigned from the Shipment drop-down. This enables the Carrier field for editing. All items on the Sales Order transaction must be on shipments in order to ship or approve an order.
- Site: Displays the name of the site to which the line item(s) are being shipped. This field defaults from the header Site field. However, if the transaction allows multiple shipments, the Site field is editable at the line item level.
- Status: Displays the status of the line item(s). This field defaults from the header Status field.
- Units UOM: Displays the unit of measure in which the units are displayed.
- Weight UOM: Displays the unit of measure in which the weight is displayed.
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*Note: The Extended Price is calculated from the ordered units/weight, if the item has no allocations and the order status is less than shipped. When the item has allocations, the Extended Price is calculated from the Allocated Amount (Price * Allocated Amount). When the order status is changed to shipped, the Extended Price is always calculated from the Allocated Amount even when the item has no allocationsthe item has no allocations.
**Note: If a Site and Carrier combination that is visible to logistics is selected, the Shipment is not automatically created and it must be created from the Logistics module (Loads > Build Loads). Once the Load has been created, the shipment field on the Sales Order transaction is updated accordingly when the Sales Order transaction is reloaded.
Allocation
If the Sales Order Preference 'Update Allocated from Ordered for non-Lot Tracked Items shipping from non-Whse Lot Sites' is set to 'Yes', then non-lot tracked items shipping from non-warehouse lot tracked sites are automatically allocated. If the preference is set to 'No' or the item is lot tracked and/ or the site is a warehouse lot tracked site, then the item must be allocated. Users can allocate items manually or use the auto-allocate feature.
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- BOL#: Displays the Bill of Lading number for the shipment. This field is a text field and it is not required.
- Carrier: Displays the carrier transporting the shipment.
- Deliver On: Displays the date on which the shipment is to be delivered.
- Export Details: This link opens Export Details form. This form allows users to enter additional information for export shipments.
- Freight $: Displays the cost of the freight.This field cannot be edited on the Shipments tab. The Freight amount needs to be entered on the Load Record..
- Freight Terms: Displays a drop-down menu of freight terms for the user to select the freight terms for the shipment. The Freight Terms can also be saved on the Shipment record.
- GL Date: This field allows users to enter a GL Date for the shipment. If not provided, the date defaults to the Invoice Date. The date must reside within an open fiscal period. This field is not in the system view.
- Invoice #: Displays the Invoice Number. The number can be manually entered, but the Invoice Number is retrieved from an Invoice when the Invoice is printed. The field is editable until the transaction status is Approved.
- Invoiced: Displays the Invoice Date. The date can be manually entered, but the Invoice Date is retrieved from an Invoice when the Invoice is printed. The field is editable until the transaction status is ApprovedInvoice Date is assigned based on the Transaction Class Property 'How Invoice Dates are Assigned' (Invoice Date Matches Transaction Date or Invoice Date Matches Actual Ship Date Date). The field is editable until the transaction status is Approved.
- Legs: Displays the total number of legs configured on the Shipment record.
- Load Status: Displays the status of the shipment’s load. The Load Status is automatically changed to Shipped when the Sales Order has only one shipment and the Sales Order is saved as Shipped (Note that the Shipped date must be entered first). If the Sales Order has two or more shipments, then the status of each shipment must be manually changed to Shipped.
- Notes: Opens the noted dialog, which allows users to enter additional notes for the Shipment.
- Ship By: Displays the date by which the shipment is to be shipped.
- Shipment: Displays the shipment number as a hyperlink, when clicked, opens the Shipment/Load Record, which allows users to enter Load details like Freight Costs and Pallet Positions. The Freight costs entered on the Load Record updates Freight $ amount on the shipment tab.
- Shipped: Displays the date the shipment was actually shipped. This is required to save the Shipment in a status of ‘Shipped’.
- Site: Displays the name of the site to which the shipment is being made.
- Tracking #: Displays the shipment’s tracking number. This is a text field, which allows users to manually enter the tracking number.
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