Overview

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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.  

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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If the preference is set to Place on Credit Hold, a message prompt is displayed for the user and the Sales Order Hold Code field automatically populates with value Credit Hold. When the order has been placed on a credit hold, the Status and Workflow fields and the Print toolbar icon become disabled (if the Disabled property in the Hold Code Master File is set to 'Yes' for all three fields). The credit hold can be manually removed by clicking the Hold Code menu and selecting an empty value. This allows a user to proceed with the orderfor all three fields). The credit hold can be manually removed by clicking the Hold Code menu and selecting an empty value. This allows a user to proceed with the order.

Note: "When credit limits are exceeded" preference is set to "Place on Credit Hold" the preference "Default code for Credit Holds on Order" must be filled in otherwise a message “Default code for Credit Holds on Order is required.” will be displayed.

Changing customer

The customer and the ship to address can be changed on an existing order when the Sales Order status is Shipped or lower. This can be done by clicking More Actions toolbar icon and selecting Change Customer. A new window is opened, which allows a user to select the new customer. The new customer can be searched by using the toolbar search field or simply selecting the customer name from the list. When the customer has been selected, Save&Close toolbar icon closes the Change Customer window and updates the customer name, ship to address and sales programs on the sales order.

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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 viewthe line item. 
• 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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**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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• Available Units
• Available Weight
• Batch Date
• Item: Description : Description 
• Lot Exceptions: Displays “On Hold” for lots that are currently on hold, and/or “Mismatch Certs” when the lot certifications do not match the order item’s requested certification.
• On Hand Units
• On Hand Weight
• Production Batch
• Site
• Units: Enter the units to be allocated from the corresponding lot. This field is only editable if the corresponding item is managed by units and weight or units only. 
• Units UOM: This will display the unit of measure in which the unit allocation is being made. 
• Warehouse Lot: This will display the warehouse lot id of the warehouse lot that corresponds to the inventory lot. 
• Weight: Enter the weight to be allocated from the corresponding lot. This field is only editable if the corresponding item is managed by units and weight or weight only. 
• Weight UOM: This will display the unit of measure in which the weight allocation is being made. 

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• Available Units
• Available Weight
• Item: Description 
• Lot Exceptions: Displays “On Hold” for lots that are currently on hold, and/or “Mismatch Certs” when the lot certifications do not match the order item’s requested certification.
• On Hand Units
• On Hand Weight
• Owner
• Production Batch
• Site
• Units: Enter the units to be allocated from the corresponding lot. This field is only editable if the corresponding item is managed by units and weight or units only. 
• Units UOM: This will display the unit of measure in which the unit allocation is being made. 
• Warehouse Lot: This will display the warehouse lot id of the warehouse lot that corresponds to the inventory lot. 
• Weight: Enter the weight to be allocated from the corresponding lot. This field is only editable if the corresponding item is managed by units and weight or weight only. 
• Weight UOM: This will display the unit of measure in which the weight allocation is being made. 

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• Available Units
• Available Weight
• Item: Description 
• Lot Exceptions: Displays “On Hold” for lots that are currently on hold, and/or “Mismatch Certs” when the lot certifications do not match the order item’s requested certification.
• On Hand Units
• On Hand Weight
• Owner
• Site
• Units: Enter the units to be allocated from the corresponding lot. This field is only editable if the corresponding item is managed by units and weight or units only. 
• Units UOM: This will display the unit of measure in which the unit allocation is being made. 
• Weight: Enter the weight to be allocated from the corresponding lot. This field is only editable if the corresponding item is managed by units and weight or weight only. 
• Weight UOM: This will display the unit of measure in which the weight allocation is being made. 

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“Based upon the available quantities for the [Group tab], auto allocation was unable to be completed and has resulted in an under allocation of product. Please use the allocate by inventory lot tab change the Allocate By Inventory Lot to complete the allocations."

When a user allocates Lots with Certifications assigned, the Lots need to meet the Certification criteria, otherwise it will be disabled on the allocation page. Lots with more certifications than what is assigned to the order item can be allocated.

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