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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 Carrier field is editable at the line item level.
- 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.
- 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 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.
New items can be added by clicking the Catalog Items grid toolbar icon, which will reopen the Select Items window with the ordered items and amounts appearing at the top. Follow the same steps as selecting new items to add items.
*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 allocations.
Allocation
Manual Allocation
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To use the auto allocate feature, check the checkbox next to the item’s name and click on ‘Auto Allocate’ toolbar icon. Several items can be auto allocated simultaneously. A prompt message is displayed if one or more items cannot be fully allocated.
When a line item is allocated, the line item's Extended Amount is updated to calculate the amount from the Allocated Amount.
Note: Allocating items on orders in a status less than shipped will increase each allocated lot's allocated balance and will decrease the available balance.
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