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- Extended Price: Displays the product of the line item’s price per unit of measure and number of units ordered. This field auto-populates upon entering the units and price.
- Item: Description: Displays the item ID and the description of the line item corresponding to the item number.
- Price: Displays a text box field for the user to enter the price per unit of measure for the line item. If the item is on one of the customer’s assigned price lists the price will default but can be overwritten if price variances are allowed, per the Sales Order preferences. Once the price is entered, select the price unit of measure from the drop-down menu, which will default from the price list if the line item is assigned to a price list. In other case the price UOM defaults from the customer/address favorites configuration. Note: The Price UOM is required to save a line item.
- Units: Displays a text box field for the user to enter the number of units ordered. A drop-down menu is also displayed for the user to select the units unit of measure (this field is required), which will default from the price list if the line item is assigned to a price list.
- Weight: Displays a text box field for the user to enter the amount of weight ordered and a drop-down menu for the user to select the weight unit of measure (this field is required), both of which will default after units have been entered if the information is known.
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**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.
***Note: If an order has been added to or removed from a load in the Logistics module while another user has the order open, the user will be alerted via a message to reopen the order.
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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