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Once the item information for the order has been entered, click the Save and Refresh toolbar icon. This will assign the transaction ID displaying the ID in the Transaction field. The ID is assigned based on the Transation Transaction Class properties, but users can also manually assign a transaction ID. The ID must be entered before the Save & Refress Refresh toolbar is clicked. To navigate to the transaction record view, click Go to Order toolbar icon. This will open the Order record view with all known information defaulted.
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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. The Carrier field is editable when 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.
- 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. Note: This column is not in the system view.
- Price UOM: Displays the unit of measure the price is contingent upon. Defaults to the price list price UOM, if the item is assigned to a price list. If not assigned to a price list, the value defaults to the UOM configured on the customer/address favorites. In other case the price UOM defaults to the Item record Price UOM.
- Price: Displays the price per unit of measure. The value defaults to the price list price, if the item assigned to an active price list. If the Sales Order price list is updated after the transaction was created. Clicking Save & Reprice header toolbar icon updates the item price according to the latest price assigned to the price list.
- 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.
- 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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