Sales Orders

Approves the order.

Assigns the Canceled status to the sales order.

This command is not available if the sales order has the Completed, Pending Approval, or Shipping status. The sales order cannot be canceled if any of the following conditions are met:

• The sales order has at least one related shipment that has been confirmed.
• The sales order has at least one applied payment that has been added on the Payments tab.
• The blanket sales order has at least one generated child order.
• The sales order is linked to a drop-ship purchase order for which a purchase receipt is prepared
• A purchase return is prepared for the sales order whose type has the RMA Order automation behavior on the Order Types (SO201000) form.

If the sales order is canceled, all allocations and links to purchase orders are removed.

Assigns the Completed status to the sales order and selects the Completed check box in all lines of the order on the Details tab of the form.

This command appears for a sales order whose order type has the Sales Order, RMA Order, Transfer Order, or Blanket Order automation behavior specified on the Template tab of the Order Types (SO201000) form.

For a sales order whose order type has the Sales Order, RMA Order, or Transfer Order automation behavior, this command is available if the order has the Open or Back Order status and if at least one shipment has been confirmed for this sales order on the Shipments (SO302000) form.

For a sales order whose order type has the Blanket Order automation behavior, this command is available if the order has the Open or Expired status and if at least one child order created for a blanket sales order line with a stock or non-stock item has a processed shipment.

Initiates the copying of the order to a new order. When you click this button, the Copy To dialog box opens. In the dialog box, you can indicate to the system whether to recalculate prices and discounts and whether to cancel manual discounts. Note that if a user has specified any line details for any line of the original order by using the Line Details dialog box, the system does not copy these details to the lines of the new order.

If an order has a type with the RMA Order, Mixed Order, or Invoice automation behavior and the active Issue and Receipt operations, and you copy the order to create another order whose type meets these criteria, the system does the following for each line of the new order on the Details tab:

• Inserts the line quantity from the copied order
• Determines the line operation type based on the inserted line quantity (positive or negative) and inserts this type

Creates a sales order for each group of line splits in a blanket sales order that has a nonzero quantity and a scheduled order date earlier than or equal to the current business date. This command is available for blanket sales orders with the Open status.

Alternatively, you can use the Create Production Orders (AM510000) form to create production orders for multiple sales orders of the same customer.

This command appears only if the Manufacturing feature is enabled on the Enable/Disable Features (CS100000) form.

Creates a purchase order if it is necessary to purchase goods in order to fulfill the sales order.

Initiates the creation of a shipment with the Receipt operation for the order if the order involves an authorized customer return. In the Specify Shipment Parameters dialog box, which opens, you specify the shipment parameters. You click this button when the returned goods are actually received from the customer.

This command appears on the form only if the Service Management feature is enabled on the Enable/Disable Features (CS100000) form. The command is available if the Enable Field Services Integration check box has been selected for the selected order type on the General tab of the Order Types (SO201000) form.

Initiates the creation of the shipment for the order. In the Specify Shipment Parameters dialog box, which opens, you specify the shipment parameters. You click this button when you want to create a shipment for the order.

Creates a transfer order if it is necessary to transfer goods in order to fulfill the sales order; when you select this command, the system redirects you to the Create Transfer Orders (SO509000) form.

Creates a purchase return on the Purchase Receipts (PO302000) (PO302000) form with line details copied from the sales order.

The command is available for a sales order with the RMA automation behavior that contains lines in which the Mark for PO check box is selected and at least one line with the Issue operation marked for drop-ship.

Emails the blanket sales order.

To email a blanket sales order, an email notification template should be configured for a customer.

This command appears on the More menu for a sales order whose order type has the Blanket Order automation behavior specified on the Template tab of the Order Types (SO201000) form. (The BL predefined order type has this behavior.)

This command appears on the More menu for a sales order whose order type has the Sales Order, Invoice, Transfer Order, or RMA Order automation behavior specified on the Template tab of the Order Types (SO201000) form. (The following predefined order types have this automation behavior: SO, SA, CR, CS,IN, TR, RM, RC, and RR.)

Initiates the process of sending the sales order as an email.

This command appears on the More for a sales order whose order type has the Quote automation behavior specified on the Template tab of the Order Types (SO201000) form. (The QT predefined order type has this behavior.)

Changes the status of the order to On Hold. You click this button when you want to make changes to the order or to pause its processing.

This menu command appears on the form only if the Service Management feature is enabled on the Enable/Disable Features (CS100000) form; it is available if a related service order has been created for this sales order on the Service Orders (FS300100) form.

Changes the status of the order to Open from Back Order. You click this button when the goods that were back-ordered have been received.

Changes the status of the sales order to Back Order.

This menu command appears for a sales order whose order type has the Sales Order or Transfer Order automation behavior specified on the Template tab of the Order Types (SO201000) form. (The SO, SA, and TR predefined types have this behavior.)

Creates an invoice for the order. When you click this button, the system creates an invoice for the customer with the applicable settings filled in and opens it on the Invoices (SO303000) form.

In blanket sales orders, the system prepares invoices for all shipments in child orders that contain at least one line from the blanket sales order. If a child order has a confirmed shipment that does not contain lines from the blanket sales order, the system does not prepare invoices for those shipments.

If a sales order contains at least one negative unbilled line with a non-stock item that does not require shipment, the system will add this line to an invoice on the Invoices (SO303000) form even if it will lead to a negative invoice balance. This invoice will have the On Hold status, regardless of the state of the Hold Orders on Entry check box on the Order Types (SO201000) form.

This command appears on the More menu for a sales order whose order type has the Blanket Order automation behavior specified on the Template tab of the Order Types (SO201000) form. (The BL predefined order type has this behavior.)

Prepares the sales order for printing and opens the Sales Order (SO641010) report, which has a printable version of the sales order.

This command appears on the More menu for a sales order whose order type has the Sales Order, Invoice, Credit Memo, Transfer Order, or RMA Order automation behavior specified on the Template tab of the Order Types (SO201000) form. (The following predefined order types have this behavior: SO, SA, CR, CS, IN, CM, TR, RM, RC, and RR.)

Prepares the sales order for printing and opens the Quote (SO641000) report, which is a printable version of the quote.

This command appears on the More menu for a sales order whose order type has the Quote automation behavior specified on the Template tab of the Order Types (SO201000) form. (The QT predefined order type has this behavior.)

Opens the Process Capable to Promise (AM515000) form with the lines of the sales order that have the CTP Item check box selected on the Manufacturing tab of the Stock Items (IN202500) form. You use this command if you want to estimate the projected date when the requested quantity of items can be shipped to the customer.

This command is available when all of the following is true:

• The Advanced Planning and Scheduling feature is enabled on the Enable/Disable Features (CS100000) form.
• The type of the sales order has the Allow Production Orders - Approved and Allow Production Orders - Hold check boxes selected in the Manufacturing Settings section of the General tab of the Order Types (SO201000) form.
• The sales order has the On Hold or Open status.

Validates a blanket sales order. If the expiration date of the order is earlier than the current business date, the system assigns the Expired status to the order. If the expiration date of the order is later then or same as the current business date, the order keeps the current status.

This button is displayed on the form toolbar if the order type selected in the Order Type box allows quick processing—that is, if for the order type, the Allow Quick Process check box is selected on the Template tab of the Order Types (SO201000) form.

Opens the Reassign Approval dialog box, in which you can specify a new approver to reassign the selected record to this approver if the reassignment of approvals is allowed in the related rule of the approval map on the Approval Maps (EP205015) form.

This command is available if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form.

Updates the taxes calculated for the order through integration with an external tax provider, such as AvaTax.

This command appears only if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

Rejects the order. After the order has been rejected, you can put it on hold, correct the order, and subject the order to approval again.

Changes the status of the order from Credit Hold to Open. You click this button when the customer has passed the credit check.

Changes the status of the order from On Hold to Open. You click this button when the order is ready for further processing.

Changes the status of the order from Risk Hold to Open or Pending Approval, depending on the workflow configuration. You click this button when the order is ready for further processing.

Changes the status of the order from Canceled to Open. You click this button when you need to correct or delete any shipments that have been created for the order.

If the Hold Orders on Entry or Require Lot/Serial Entry check box is selected (or both are selected) on the Order Types (SO201000) form for the order type, the status of the order will be changed to On Hold.

If approval of sales orders is configured in your system and the sales order has not been approved, the status of the order will be changed to Pending Approval.

Changes the status of the order to Risk Hold. You click this button when you want to investigate the order imported from your Shopify store before fulfilling it.

Opens the Calendar Board (FS300300) form if at least one service is assigned to the service order on the Service Orders (FS300100) form. You can add services directly to the service order on the Service Orders (FS300100) form or add them to the Details tab of the current form.

This command appears on the form only if the Service Management feature is enabled on the Enable/Disable Features (CS100000) form. The command is available if the related service order is created for the sales order on the Service Orders (FS300100) form.

Validates the addresses through integration with a specialized third-party software or service.

This command appears only if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

The Shipment Date section of the dialog box has the following elements. The option button selected in this section defines the date to be used for processing the shipment. Also, the system will include in the created shipment the order line or lines with a Ship On date that is earlier than or equal to the selected date.

The Printing Settings section of the dialog box has the following elements.

This section appears only if the DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form, and the Print Pick List, Print Labels, Print Shipment Confirmation, or Print Invoice check box is selected.

The Availability section of the dialog box indicates whether all items in the sales order are available for shipment in the warehouse that is specified in the Warehouse ID box.

A check box that indicates (if selected) that the system will print labels for packages included in the generated shipment.

This check box is available for selection only if the Confirm Shipment check box is selected.

A check box that indicates (if selected) that the system will print a shipment confirmation for the shipment generated for the order.

This check box is available for selection only if the Confirm Shipment check box is selected.

A check box that indicates (if selected) that the system will generate the inventory documents for confirmed shipments.

This check box is available for selection only if the Confirm Shipment check box is selected.

A check box that indicates (if selected) that the system will generate an invoice for the order.

This check box is available for selection only if the Confirm Shipment check box is selected.

A check box that indicates (if selected) that the system will print the invoice generated for the order.

This check box is available for selection only if the Prepare Invoice check box is selected.

A check box that indicates (if selected) that the system will email the generated invoice to the customer.

This check box is available for selection only if the Prepare Invoice check box is selected.

A check box that indicates (if selected) that the system will release the generated invoice.

This check box is available for selection only if the Prepare Invoice check box is selected.

The dialog box has the following button.

An alphanumeric string that indicates that a new number will be generated.

When the new sales order is saved for the first time, the system automatically generates this unique reference number by using the numbering sequence that has been assigned to orders of the selected order type on the Order Types form.

A check box that indicates (if selected) that when you click OK, the system does the following for each line of the new order:

• Updates the item price with the current price if the price has been changed on the Sales Prices (AR202000) form.
• Checks whether the state of the Ignore Automatic Line Discounts check box for the item price has been changed on the Sales Prices (AR202000) form. If it has, the system does the following:
  • If it has been cleared, applies or updates the automatic line discounts
  • If it has been selected, removes any automatic line discounts that have been applied

A check box that indicates (if selected) that the system must update the prices that have been modified manually in the Unit Price or Ext. Price column with the current prices. After the manual prices are overridden in the document, the system clears the Manual Price check boxes in the appropriate document lines.

This check box is available only if the Recalculate Unit Prices check box is selected.

A check box that indicates (if selected) that when you click OK, the system will recalculate and apply automatic line discounts, group discounts, and document discounts in the newly created order. It will recalculate and apply discounts even if prices have not been changed and recalculated, and regardless of the state of the Recalculate Unit Prices check box.

If the Recalculate Discounts check box is selected, the system will recalculate automatic line discounts if the Ignore Automatic Line Discounts check box is cleared. If the Ignore Automatic Line Discounts check box is selected for any line, the system will not recalculate or apply any automatic line discounts to the line.

If the Recalculate Discounts check box is selected and a manual line discount has been applied to any line of the document, the system will preserve the manual line discounts. The system will update the manual line discount only if the Override Manual Discounts check box has also been selected.

The current check box is visible if the Customer Discounts feature has been enabled on the Enable/Disable Features (CS100000) form.

If the Override Manual Discounts check box is cleared, the system will not recalculate manual line discounts for the newly created sales order.

This check box is shown in the dialog box if the Customer Discount (CS100000) feature has been enabled on the Enable/Disable Features form and is available only if the Recalculate Discounts check box is selected.

A check box that indicates whether the new order is created with estimate link. When the check box is cleared, the new order is created without any estimate links.

When the check box is selected, if you are copying to an order of an order type that allows estimates, the new order will include full copies of new estimate IDs on the Estimates tab. If you are copying the order to an order type that does not allow estimates, the estimates are converted to document detail lines on the new order with a link to the source estimate. When the system converts the estimates to sales order lines, the estimate item must be a stock item.

This check box is visible if the order type selected for this sales order supports estimates—that is, if on the General tab (Order Settings section) of the Order Types form, the Allow Estimating check box is selected—and if the Estimating feature (in the Manufacturing group of features) is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates whether the new order is created with configuration details. When the check box is cleared, the sales order lines are copied without the configuration details and any supplemental items are detached from their parent line, and you will not be able to configure the copied lines. If the check box is selected, the configuration and any supplemental items are copied appropriately and you can configure the copied lines.

This check box appears on the form if the following criteria are met: The current order type supports configurations, and the Product Configurator feature (in the Manufacturing group of features) is enabled on the Enable/Disable Features (CS100000) form.

• Current Line To recalculate prices and discounts for the selected line of the document
• All Lines: To recalculate prices and discounts for all lines of the document

A check box that indicates (if selected) that when you click OK, the system does the following for the selected line or all lines (depending on the option selected in the Recalculate box):

• Updates the item price with the current price if the price has been changed on the Sales Prices (AR202000) form.
• Checks whether the state of the Ignore Automatic Line Discounts check box for the item price has been changed on the Sales Prices (AR202000) form. If it has, the system does the following:
  • If it has been cleared, applies or updates the automatic line discounts if the discounts have been changed
  • If it has been selected, removes any automatic line discounts that have been applied

With the current check box selected, the system updates document discounts as well as group discounts related to the lines with updated prices. The system updates discounts regardless of the state of the Recalculate Discounts check box in this dialog box.

A check box that indicates (if selected) that the system must override the prices that have been modified manually in the Unit Price or Ext. Price column with the current prices. After the manual prices are overridden in the document, the system clears the Manual Price check boxes in the appropriate document lines.

This check box is available for selection if the Set Current Unit Prices check box is selected.

A check box that indicates (if selected) that when you click OK, the system will recalculate and apply automatic line discounts, group discounts, and document discounts, even if prices have not been changed for the selected line or lines.

The system will recalculate automatic line discounts for the line or lines if the Ignore Automatic Line Discounts check box is cleared. If the Ignore Automatic Line Discounts check box is selected for any line, the system will not recalculate or apply any automatic line discounts to the line.

If the Recalculate Discounts check box is selected and a manual line discount has been applied to any line of the document, the system will preserve the manual line discounts. The system will override the manual line discount only if the Override Manual Line Discounts check box has also been selected.

If the Recalculate Discounts check box is selected and manual group or document discounts have been applied, the system will preserve these discounts. The system will override the manual, group, or document discounts only if the Override Manual Group and Document Discounts check box has also been selected.

This check box is shown on the form if the Customer Discounts feature has been enabled on the Enable/Disable Features (CS100000) form.

If the check box is cleared, the system will preserve the manual line discounts in the processed lines.

This check box is shown on the form if the Customer Discounts feature has been enabled on the Enable/Disable Features (CS100000) form and is available only if the Recalculate Discounts check box is selected.

A check box that indicates (if selected) that when you click OK, the system will remove any manual group and document discounts from the document, and will apply the applicable automatic group or document discounts if the conditions for applying these discounts are met.

If the check box is cleared, the manual group and document discounts will remain unchanged in the document.

This check box appears on the form if the Customer Discounts feature has been enabled on the Enable/Disable Features (CS100000) form and is available only if the Recalculate Discounts check box is selected.

A box for searching for the company's address.

You can do the following by using this box:

• Find a company address by a postal code if no other address details are available: If you enter the postal code into this box, the system displays the address options with the cities and country (and the state, if the country has states) that are valid for the postal code.
• Find a full address by a street address: If you enter the street address into this box and select the address, the system will fill in the country (and the state, if applicable), city, and postal code on the form.

The web service selected as an address provider on the Site Preferences (SM200505) form searches for the information that matches your search criteria and lists all the search results below this box. You can click the needed value in the list, and the web service populates the box with this value and displays the address in the map area.

The area that displays the map, which takes most of the space of the dialog box. Depending on the address provider, Google Maps or Bing Maps can be used.

In this area, you can view the existing company location. If you click the Address Lookup button, the company address is shown in the dialog box as a location on the map.

A check box that indicates (if selected) that the system will assign the selected records to the specified new approver but not to their delegate, even if the new approver is unavailable and has a delegation set up for the current business date.

If the check box is cleared and if the new approver is not available and has a delegation set up for the current date, the system will reassign the selected records to the delegate if the delegate is available. If the delegate is unavailable, the system will reassign the requests to the delegate of the delegate. The system will continue the search in this way until it assigns an approver that has no active delegations set up for the current date or it detects a loop in the chain of delegations (in which case you will have to specify a different approver).

The type of the document, which is one of the predefined order types or a custom order type created by using the Order Types (SO201000) form. The predefined order types include the following:

• Blanket Order (BL): A document used to record planned sales of large quantities of items according to a long-time agreement between the selling and purchasing companies.
• Credit Memo (CM): A document created when goods rejected by the customer are returned.
• Cash Sale (CS): A document created to account for a cash sale that doesn't require shipping.
• Cash Return (CR): A document used to record returns for cash sales.
• Invoice (IN): A document used to bill the customer for the shipped goods.
• MO (Mixed Order): A document used to record both a sale and a return in the same order.
• Quote (QT): An agreement to sell specific goods with a specified price to the customer in the future.
• Return for Credit (RC): A document created to authorize a customer return for credit in the amount of the returned goods only.
• Generic Authorized Return (RM): A document created to authorize a customer return of another type, such as a return with replacement by another inventory item or a return that may require additional charges.
• Return with Replacement (RR): A document created to authorize a customer return for an exact replacement.
• Sales Order (SO): A customer request to buy goods in the specified quantities on the specified date.
• Sales Order (SA): A customer request to buy goods in the specified quantities on the specified date; this request requires the reservation of the requested quantities of the items. Once you save an order of this type, the quantities of items are added to the SO Allocated plan types.

  This option appears only if on the Enable/Disable Features form, the Inventory feature is enabled, and at least one of the following features is enabled: Lot and Serial Tracking, Inventory Subitems, Multiple Warehouse Locations, or Sales Order to Purchase Order Link feature is enabled on the Enable/Disable Features (CS100000) form.

  Important: The Inventory Subitems check box has been removed from the Enable/Disable Features (CS100000) form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your MYOB support provider.
• Transfer (TR): (This option is available only if the Multiple Warehouse Locations feature is enabled on the Enable/Disable Features (CS100000) form.) A document used to account for transferring goods from one warehouse to another for replenishment.

If an order type does not appear in the list of options, make sure the Active check box is selected for it on the Order Types form. For details about order types, see Sales Order Types: General Information.

The status of the document, which can be one of the following options:

• On Hold: The order is on hold, which means that additions and changes can be made and order quantities do not affect the item availability. Click Remove Hold on the form toolbar to initiate the following operations:
  1. A credit check for the customer (if it is required for this customer)
  2. The assignment for approval (if approval is configured in your system)
  3. The assignment of the Open status to the order if the credit check was successful and if the order was approved automatically
• Credit Hold: The customer has failed the credit check, which the system performed when the order was taken off hold. An order with this status can be saved with only the Credit Hold or On Hold status if the Hold Document on Failed Credit Check check box is selected for the order type on the Order Types (SO201000) form. If there is a prepayment or payment applied for the full balance of the order, the system automatically changes the Credit Hold status to the Open status for the order.

  This status is available for orders whose order type has the Sales Order, Invoice, Mixed Order, or RMA Order automation behavior.

  Note: The approval of sales orders with the Credit Hold status cannot be performed.
• Risk Hold: The sales order imported from the Shopify store might be suspicious and requires attention. This status is assigned to sales orders imported from the Shopify store automatically if the import of order risk information is set up for the store on the Order Settings tab of the Shopify Stores (BC201010) form and the imported sales order matches the criteria for putting orders on risk hold. You can also assign this status to an open order manually by clicking Risk Hold on the form toolbar. Once you have investigated this potentially fraudulent sales order, click Remove Risk Hold on the form toolbar to continue processing the order. For details, see Order Synchronization: Import of Order Risk Information.
• Pending Approval: The sales order has not yet been approved by each of the assigned approvers and cannot be edited. The assignment of sales orders for approval is performed according to the approval map selected for orders of the type on the Approvals tab of the Sales Orders Preferences (SO101000) form.

  This status is available for orders of the SO, SA, CM, CS, TR, QT, and IN order types only if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form.

• Rejected: The order was rejected by one of the persons assigned to approve it.

  This status is available for orders of the SO, SA, CM, CS, TR, QT, and IN order types only if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form.

• Awaiting Payment: The sum of all prepayments applied to the sales order is not enough to satisfy the prepayment percent that was defined for the customer's credit terms on the Credit Terms (CS206500) form.

  In a sales orders with this status, the creation of a shipment is not permitted.

• Pending Processing: The sales order has an applied credit card payment to be validated.
• Open: The sales order has been taken off hold, the customer has passed the credit check, the order has been approved (if approval is required), and shipment has not yet occurred. If approval of sales orders of this type is required in your organization, the open order cannot be edited.

  For a particular open order, you can create a shipment by clicking the Create Shipment command, or you can create multiple shipments for multiple open orders by using the Process Orders (SO501000) form. When you create shipments for multiple orders, the system checks the availability of each item; if a shipment cannot be created according to the shipping rules (for details, see Shipping Rule Combinations), the system assigns the Back Order status to the order.

• Canceled: The order has been canceled. An order can be canceled if it has one of the following statuses: On Hold, Credit Hold, Pending Approval, Rejected, Back Order, or Open. To cancel an order with the Completed status, you need to reopen the order to delete the shipments and then cancel the order. You cannot cancel an order that has the Shipping status.
• Shipping: The order is being shipped. If a shipment can be created according to the shipping rules, the order's status changes to Shipping. Each confirmed shipment updates the data on the order showing how many items are being shipped (Qty. on Shipments) and how many items are still to be shipped (Open Qty.).

  This status is not available for some return orders and for orders of the CS and IN order types.

• Back Order: The order cannot be shipped because the specified items are not available. You can assign this status to an open order manually if when you attempt to create a shipment, the system detects that the order cannot be shipped in full and displays a message about this. This status can be assigned to orders automatically when you run the Create Shipments process by using the Process Orders (SO501000) form if the shipping rules specified on the document level and on the line level do not allow shipment creation. If the Replan Back Orders check box is selected on the Inventory Preferences (IN101000) form, on release of the appropriate inventory receipts, the requested quantities of items are replanned (booked) for back orders, so that you can create shipments for these back orders by running the Create Shipment process on the Process Orders (SO501000) form.

  This status is available if the sales order has the SO, SA, or TR type.

• Invoiced: The invoice for the order have been generated.

  This status is available only for orders of types that involve updating accounts receivable; it is not used for transfer (TR), quote (QT), and return for replacement (RR) orders.

• Completed: All related inventory documents required for the order type have been generated and released. Completed orders of the QT order type can be opened again.
• Expired: The date in the Expires On box in the Summary area of the form is earlier than the current business date. You cannot make changes in the sales orders with the Expired status.

The expiration date of a blanket sales order. When the date in this box is earlier than the current business date, the system displays a warning message about the expiration of the order in the Summary area, and you cannot make changes in the order.

By default, this box is empty. The value in this box is not mandatory.

A reference number must be specified if the Require Customer Order Nbr. check box is selected for the order type on the Order Types (SO201000) form.

This box does not appear if the selected order has the TR type.

The reference number of the transfer request.

This box does not appear if the selected order has the TR type.

The customer that has ordered the goods or services.

If the TR order type is selected, Customer is read-only and displays your company ID and business name.

If the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form, the list of customers may be limited based on the branch specified for the document. A customer is available for selection if the Restrict Visibility To box on the Financial tab of the Customers (AR303000) form is empty or contains the branch specified in this document (or the company or company group that contains the branch specified in this document).

This box does not appear if the selected order has the TR type.

The customer location from which the goods or services have been ordered or, if the sales order is created from an opportunity, the customer location specified for the opportunity. If the Transfer order type has been selected, use this box to select the company location related to the transfer.

This box appears only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.

This box does not appear if the selected order has the TR type.

A contact person for the current customer.

If you initially specify or change a customer in the Customer box of the current form, the system uses the following rules, which are based on the settings of the customer on the Customers (AR303000) form.

• If the customer has an active primary contact specified on the General tab, this contact is inserted.
• If the customer has only one active contact specified on the Contacts tab, this contact is inserted.
• If the customer has no active primary contact and no associated active contacts specified on the Contacts tab or the customer has more than one active contact, the box is left empty.
• If the customer has no active primary contact and more than one associated active contact specified on the Contacts tab, the box is left empty.

If the order has the TR type, this box is available for editing only if the warehouse has been selected in the Warehouse box.

The currency of the document.

This box appears for all order types except the TR order type if the Multicurrency Accounting feature is enabled on the Enable/Disable Features (CS100000) form.

Required. The warehouse to which the goods should be transferred.

This box appears only if the order has the TR type.

The project with which this sales order is associated or the non-project code, which indicates that this order is not associated with any project.

The list of projects that are available for selection in this box depends on the Restrict Project Selection setting on the Projects Preferences (PM101000) form: If All Projects is selected, the user can select any project, and if Customer Projects is selected, the list includes only projects of the customer selected in the order. The non-project code, which is always available in the list of projects, is also defined on the Projects Preferences (PM101000) form.

The box is available if the Project Accounting feature is enabled on the Enable/Disable Features (CS100000) form and the SO check box is selected in the Visibility Settings section on the Projects Preferences (PM101000) form.

This box does not appear for blanket sales orders.

The total amount of all lines in the document before deductions, such as discounts.

This amount is calculated as the sum of the amounts in the Goods and Misc. Charges boxes on the Totals tab.

This read-only box does not appear if the selected order is a transfer order.

The sum of the amounts in the Discount Amount column in the lines on the Details tab.

The box does not appear if the selected order is a transfer order.

The sum of the amounts in the Discount Amt. column in the lines with Group and Document type in the Type column on the Discounts tab if the Customer Discounts feature is enabled on the Enable/Disable Features (CS100000) form.

If the Customer Discounts feature is disabled on the Enable/Disable Features (CS100000) form, you can enter a document-level discount manually. This manual discount has no discount code or sequence and is not recalculated by the system. If the manual discount needs to be changed, you have to correct it manually.

The box does not appear if the selected order is a blanket sales order or transfer order.

The sum of the amounts in the Freight Price and Premium Freight Price boxes on the Totals tab.

This box does not appear if the selected order is a blanket sales order or transfer order.

The total amount of the document.

This amount is calculated as follows:

Detail Total - Line Discounts - Document Discounts + Freight Total + Tax Total

The control total of the document, which you enter this amount manually. This amount should be equal to the sum of the amounts of all detail lines of the document.

The order can be saved with the Open status only if the value in the Control Total box is equal to the value in the Order Total box.

This box is available only if the Require Control Total check box is selected on the Order Types (SO201000) form for the type selected in the Order Type box.

Opens the Line Details dialog box so that you can allocate the stock for the order and specify warehouse locations and lot or serial numbers of the items, if required for the order by order type settings.

This button is available if at least one of the following features is enabled on the Enable/Disable Features (CS100000) form: Sales Order to Purchase Order Link, Multiple Warehouse Locations, Inventory Subitems, and Lot and Serial Tracking.

Opens the Add Invoice Details dialog box so that you can add a line or multiple lines from the selected invoice to this return order.

This button is enabled for only return orders. The button is unavailable in intercompany return orders of the PR type if the Disable Adding Items to Orders check box is selected in the Intercompany Order Settings section on the Sales Orders Preferences (SO101000) form (on the General tab).

Opens the Add Blanket Sales Order Line dialog box, in which you can select lines of blanket sales order to be added to the order.

This button appears only for sales orders with the Sales Order automation behavior.

Opens the Inventory Lookup dialog box, which shows the item availability at various warehouses and locations and lets you add stock items to the sales order.

The button is unavailable in intercompany sales orders if the Disable Adding Items to Orders check box is selected in the Intercompany Order Settings section on the Sales Orders Preferences (SO101000) form (on the General tab).

The button is unavailable in intercompany sales orders if the Disable Adding Items to Orders check box is selected in the Intercompany Order Settings section on the Sales Orders Preferences (SO101000) form (on the General tab).

Opens the Purchasing Details dialog box, which you use to link the sales order to an existing purchase order that has the required item listed.

This button is available for only lines that have the Mark for PO check box selected.

Opens the Configuration Entry (AM306000) form.

This button is displayed on the toolbar in the following cases:

• The Product Configurator feature is enabled on the Enable/Disable Features (CS100000) form.
• The Allow Product Configuration check box is selected on the Customer Management Preferences (CR101000) form.
• For the stock item in the selected line of the sales order, the active configuration is specified in the Configuration ID box on the Manufacturing tab of the Stock Items (IN202500) form or on the Item Warehouse Details (IN204500) form if warehouse-specific settings have been specified for the item.

Opens the Production Details dialog box, which you can use to link the sales order to an production order that has the required item listed.

This button is displayed on the table toolbar only if the Manufacturing feature is enabled on the Enable/Disable Features form.

The dialog box includes a table with the following columns.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

The subitem for the stock item. To specify a multi-segment subitem, click F3 to open the list of subitem segment values.

This column is available only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form.

This column is available only for order lines with Back Order Allowed selected as the Shipping Rule.

The date on which a child order should be generated for the line split of the blanket sales order. By default, the system inserts the current business date to this column.

This column appears only for blanket sales orders.

The planned date of the shipment for a child order generated from the line split of the blanket sales order.

This column appears only for blanket sales orders.

The customer order number, which the system inserts into the Customer Order Nbr. box in the Summary area of this form for a generated child order.

This column is not mandatory. This column appears only for blanket sales orders.

The quantity of the item in the line split.

The quantity of a stock or non-stock item in a blanket sales order line split distributed among child orders that are generated for this line.

The quantity of the stock or non-stock item in the blanket sales order line split that has not been transferred to child orders.

The planned date for creation of a purchase order.

This column appears only for blanket sales orders.

This column is available only if the Multiple Warehouses feature is enabled on the Enable/Disable Features form. This column is unavailable for blanket sales orders.

A check box that (if selected) indicates that all required actions have been performed for this line (for example, the line have been shipped at full extent).

In blanket sales orders, the check box in this column is automatically selected when the following conditions are met:

• For line splits with stock and non-stock items, the check box is selected when the lines of child orders generated for the splits have the Completed check box selected and zero in the Open Qty. column on the Details tab of this form.
• For line splits with miscellaneous items, the check box is selected when a child order is created for the split.

This column is available only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features form and does not appear for blanket sales orders.

The unit of measure for the requested quantity of the item.

The unit of measure is copied from the UOM column of the sales order line on the Details tab of the Sales Orders (SO301000) form.

If the Require Lot/Serial Entry check box is selected on the Template tab of the Order Types (SO201000) form for the order type of the sales order, the unit of measure is copied from the Base Unit box on the General tab (Unit of Measure section) of the Stock Items (IN202500) form.

This check box is cleared for completed and canceled purchase order lines that are linked to a sales order.

The dialog box has the following button.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

The table of this dialog box contains the following columns.

A check box that you select to add the line of the blanket sales order to the sales order.

The type of the blanket sales order.

The reference number of the blanket sales order.

The scheduled order date of the line or line split of the blanket sales order.

The inventory ID of the stock or non-stock item in the line of the blanket sales order.

The description provided for the stock or non-stock item.

The customer order number specified in the line or line split of the blanket sales order.

The base unit of measure for the item in the line of the blanket sales order.

The quantity of the stock or non-stock item in the blanket sales order line that has not been transferred to child orders.

The customer location, to which the item should be shipped, in the line of the blanket sales order.

The tax zone specified in the line of the blanket sales order.

The dialog box has the following buttons.

The Selection area of the dialog box has the following elements.

The type of documents available for selection in the dialog box, which can be one of the following: Invoice (default), Cash Sale, Debit Memo, or Credit Memo.

The reference number of the document whose lines you want to add to the return order. In the lookup table, the system displays only documents of the selected document type.

If you have filled in the current box, the system displays the lines of the selected AR document regardless of whether the lines fall within the specified date range. If the dates of the applicable AR documents are outside the range between the Start Date and End Date, the system will automatically clear these boxes.

The type of the order (created on the current form) whose goods are being returned.

The reference number of the order whose goods are being returned.

If you have filled in the current box, the system displays the lines of the selected document. It does not check whether the date of the sales order is within the specified date range. If the dates of AR documents related to the selected sales order are outside the range between the Start Date and End Date, the system will automatically clear these boxes.

The inventory ID of an item to be included in the return order.

If you fill in this box, we recommend that you specify a starting or ending date (or both) to expedite the search.

If you specify an inventory ID, lines in the table will be shown in either of the following cases:

• The date of the AR document in which the item was sold belongs to the date range between the Start Date and End Date.
• The dates of the AR documents related to a sales order in which the item was sold belong to the date range between the Start Date and End Date.

The lot or serial number of the item to be included in the return order. This box is available if the item to be returned is selected in the Inventory ID box and is lot- or serial-tracked.

This box is shown if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features (CS100000) form.

If you fill in this box, we recommend that you specify a starting or ending date (or both) to make the search faster.

If you need to find a kit component that is a stock item by its lot or serial number, you should use the Sorting and Filtering Settings dialog box for the Lot/Serial Nbr. table column. In the dialog box, you can specify the needed filter condition.

A check box that you select for the table to display the stock item components of non-stock kits if there are any in the selected document. If this check box is cleared, non-stock kits are displayed as is.

This check box is shown only if the Kit Assembly feature is enabled on the Enable/Disable Features (CS100000) form.

The date that starts the date range of the AR documents whose lines will be listed in the table. By default, the system inserts the date that is 90 days before the end date, but you can select another date.

The end date of the date range of the AR documents whose lines will be listed in the table. By default, the system inserts the current business date, but you can select another date.

The table of this dialog box contains the following columns.

The quantity of the item that is available for return, which is the quantity originally sold in the line minus the quantity that has been returned in other return orders and invoices in which the item's return can be processed.

The quantity of the item to be returned in this order. The default value is 0. You can change the quantity as follows:

• Select the unlabeled check box for a table line, which causes the system to automatically set the Qty. to Return to be the same as the Available for Return. You can specify another quantity.
• Manually specify the Qty. to Return in a table line, which causes the system to automatically select the unlabeled check box in the line.

The quantity of the item specified in the document line. For a component of a non-stock kit, this column shows the total quantity, which is the quantity of the non-stock kit specified in the document line multiplied by the quantity of this component assembled in the non-stock kit.

Suppose that in the system a non-stock kit, NSKIT1, includes 5 NSKITITEM1 stock items, and you have processed a sale of 2 NSKIT1 kits. If you select the Show Non-Stock Kits by Components check box in the Selection area of this dialog box, the table will show the document line with the NSKITITEM1 ID and an original quantity of 10.

The lot or serial number assigned to the specified quantity of the item.

If you need to find a kit component that is a stock item by its lot or serial number, you should use the Sorting and Filtering Settings dialog box for this column. In the dialog box, you can specify the needed filter condition.

The inventory ID of the non-stock kit component. The column is shown if both of the following conditions are met in the Selection area:

• The non-stock item selected in the Inventory ID box is a non-stock kit.
• The Show Non-Stock Kits by Components check box is selected.

The description of the non-stock kit component. The column is shown if both of the following conditions are met in the Selection area:

• The non-stock item selected in the Inventory ID box is a kit.
• The Show Non-Stock Kits by Components check box is selected.

The date of the order whose item is shown in the line.

The reference number of the order whose item is shown in the line.

This number is also a link that you can click to view the document on the current form in a pop-up window.

The date of the AR document related to the order specified in this line.

The reference number of the AR document related to the order specified in this line. This number is also a link that you can click to open the document on the Invoices and Memos (AR301000) form in a pop-up window.

The dialog box has the following buttons.

The Selection area of the dialog box includes the following elements.

The identifier or description of the stock or non-stock item that you want to find.

You can type a string from the item's alternate ID of the Global or Customer Part Number type specified for the item on the Cross-Reference tab of the Stock Items (IN202500) or Non-Stock Items (IN202000) form. You can also leave the box blank to filter items by other criteria.

For more details on alternate IDs, see Managing Item Cross-References.

An alternate ID of a stock or non-stock item that you want to find.

You can type a string from the item's alternate ID of the Barcode or GTIN/EAN/UPC/ISBN type specified for the item on the Cross-Reference tab of the Stock Items (IN202500) or Non-Stock Items (IN202000) form. You can also leave the box blank to filter items by other criteria.

For more details on alternate IDs, see Managing Item Cross-References.

This column is available only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS10000) form.

The subitem code.

This column is available only if the Inventory Subitems feature is enabled on the Enable/Disable Features form.

Selected Mode Section

Shipping Parameters to Apply Section

This section appears only for sales orders with the BL (Blanket Order) type.

The customer location, to which the item should be shipped. By default, the system inserts the customer location specified in the Location box in the Summary area of the form.

When you add the item to the blanket sales order, the system copies the value in this box to the Ship-To Location column on the Details tab.

The table contains the following columns.

The subitem code for the particular size, color, or other variation of the stock item.

This column is available only if the Inventory Subitems feature is enabled on the Enable/Disable Features form.

If both the Inventory box and the Barcode box are empty in this dialog box, the system displays the alternate ID with the highest priority. The system determines the priority of alternate IDs as follows:

1. The first alternate ID with the Customer Part Number type that has the same customer as the customer specified in the document and the same UOM as the UOM specified in the Sales Unit column for this item
2. The first alternate ID with the Customer Part Number type that has the same customer as the customer specified in the document and no UOM specified
3. The first alternate ID with the Global type that has the same UOM as the UOM specified in the Sales Unit column for this item
4. The first alternate ID with the Global type that has no UOM specified
5. The first alternate ID with the Barcode type that has the same UOM as the UOM specified in the Sales Unit column for this item
6. The first alternate ID with the Barcode type that has no UOM specified
7. The first alternate ID with the GTIN/EAN/UPC/ISBN type that has the same UOM as the UOM specified in the Sales Unit column for this item
8. The first alternate ID with the GTIN/EAN/UPC/ISBN type that has no UOM specified
9. The first alternate ID with the Vendor Part Number type that has the same UOM as the UOM specified in the Sales Unit column for this item
10. The first alternate ID with the Vendor Part Number type that has no UOM specified.

The warehouse in which the items are stored.

This column is available only if the Multiple Warehouses feature is enabled on the Enable/Disable Features form.

The quantity of the item last sold to the customer.

This column is hidden by default; it appears and is populated if the Sold Since check box is selected.

The currency of the price.

This column is hidden by default; it appears and is populated if the Sold Since check box is selected.

The price used for the last sale.

This column is hidden by default; it appears and is populated if the Sold Since check box is selected.

The date of the last sale.

This column is hidden by default; it appears and is populated if the Sold Since check box is selected.

The dialog box has the following buttons.

The Selection area of the dialog box has the following elements.

The source to be used to fulfill this line, which can be one of the following options:

• Drop-Ship: This option appears only if the Drop Shipments feature is enabled on the Enable/Disable Features (CS100000) form.
• Blanket for Drop-Ship: This option appears only if the Drop Shipments and Blanket and Standard Purchase Orders features are enabled on the Enable/Disable Features (CS100000) form.
• Purchase to Order: This option appears only if the Sales Order to Purchase Order Link feature is enabled on the Enable/Disable Features (CS100000) form.
• Blanket for Normal: This option appears only if the Sales Order to Purchase Order Link feature is enabled on the Enable/Disable Features (CS100000) form.

The Drop-Ship, Blanket for Drop-Ship, and Blanket for Normal options do not appear for lines of a blanket sales order.

The destination warehouse for the items to be purchased.

This box appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.

The Documents table of this dialog box contains the following columns.

The subitem code for this particular size, color, or other variation of the item.

This column is available only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form.

The dialog box has the following buttons.

The description of the template item.

The value of this box is read-only and copied from the Description box of the Template Items (IN203000) form.

The warehouse where the items are stored.

This box is available only if the Multiple Warehouses or Multiple Warehouse Locations feature is enabled on the Enable/Disable Features form (or both features are enabled).

In the table, you can select matrix items by specifying attribute values and enter the quantity for each item. The table contains columns displayed for any template item selected in the Template ID box and columns with attribute values that are specific for the template item.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

The UOM of the matrix item.

If the Multiple Units of Measure feature is not enabled on the Enable/Disable Features (CS100000) form, the system copies the unit of measure that is specified for the matrix item in the Base Unit box on General tab (Unit of Measure section) of the Stock Items (IN202500) or Non-Stock Items (IN202000) form.

If the Multiple Units of Measure feature is enabled on the Enable/Disable Features form and you open this dialog box on the Sales Orders (SO301000), Opportunities (CR304000), or Sales Quotes (CR304500) forms, the system inserts the sales unit of measure that is specified for the matrix item. This default value is copied from the Sales Unit box on the Stock Items or Non-Stock Items form.

If the Multiple Units of Measure feature is enabled on the Enable/Disable Features form and you open this dialog box on the Purchase Orders (PO301000) forms, the system inserts the purchase unit of measure that is specified for the matrix item. This default value is copied from the Purchase Unit box on the Stock Items or Non-Stock Items form.

The identifier of the matrix item.

For an existing item, this value is copied from the Inventory ID box of the Stock Items (IN202500) or Non-Stock Items (IN202000) form (depending on whether the item is a stock or non-stock item). For a new item, the identifier is generated based on the settings specified on the Attribute Configuration tab of the Template Items form.

The description of the matrix item.

For an existing item, this value is copied from the Description box of the Stock Items (IN202500) or Non-Stock Items (IN202000) form (depending on whether the item is a stock or non-stock item). For a new item, the description is generated based on the settings specified on the Attribute Configuration tab of the Template Items form.

The default price of the matrix item.

For an existing item, this value is copied from the Default Price box of the Price/Cost Info tab of the Stock Items or Non-Stock Items form (depending on whether the item is a stock or non-stock item). For a new item, the default price is based on the settings on the Price/Cost Info tab of the Template Items form.

The item class to which the matrix item is assigned.

The value of this box is copied from the Item Class box of the General tab on the Template Items form.

The tax category to which the matrix item is assigned.

The value of this box is copied from the Tax Category box of the General tab on the Template Items form.

The dialog box has the following buttons.

The Selection area of the dialog box has the following elements.

The warehouse where matrix items are stored.

This box appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.

The dialog box has the following buttons.

The Documents table of this dialog box contains the following columns.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

The dialog box has the following buttons.

A read-only check box that indicates (if selected) that the line item will not be updated in the order in the Shopify store during the synchronization of the order.

The column appears for orders that have been synchronized with the Shopify store and whose synchronization records have the Processed status. The system automatically selects this check box for items added to the order on the Details tab after the order has been synchronized with the Shopify store.

A column that holds the reference number of the original invoice (which lists the goods that were ordered and later returned by the customer).

This column appears only for orders of the following return types: CR, RC, RR, and RM.

Read-only. The operation to be performed in inventory to fulfill the order. An order of the MO, RR, or RM type includes lines with the Receipt operation and lines with the Issue operation. Orders of other predefined return types include only lines with the Receipt operation.

This column appears only if the order type of the sales order has both the Issue operation and the Receipt operation active.

The operation type is changed automatically if a negative quantity is specified in a sales order line of the order if it has the MO or RM type. Depending on whether the quantity on the Details tab for the line is positive or negative, the value in the Operation column of the line may be affected as follows:

• If you specify a positive quantity for the line (that is, the quantity should be issued for sale), the Issue operation remains unchanged. The amount in a line with the Issue operation increases the balance of the order.
• If you specify a negative quantity for the line (that is, the quantity should be returned from a customer), the operation is automatically changed from Issue to Receipt. The amount in a line with the Receipt operation decreases the balance of the order.

The identifier of a stock or non-stock item that you sell.

Stock items are maintained on the Stock Items (IN202500) form, while non-stock items are maintained on the Non-Stock Items (IN202000) form.

You can also enter an alternate ID in this box; the system will search for the corresponding stock or non-stock item, and replace the alternate ID you entered with the inventory ID. You can enter an alternate ID of the Customer Part Number, Global, Barcode, or GTIN/EAN/UPC/ISBN type. The alternate ID must comply with the INVENTORY segmented key defined on the Segmented Keys (CS202000) form.

For more details on alternate IDs, see Managing Item Cross-References.

A button indicating that a related item exists for the original item specified in the current line. The button can be one of the following:

• : There is at least one item with the Cross-Sell or Other type of relation that is marked as required for the original item. That is, the Required check box is selected for a line with a related item on the Related Items tab of the Stock Items (IN202500) or Non-Stock Items (IN202000) form. When this button appears, you can process the sales order to completion even if the original item has not been replaced and no extra items have been added to the sales order.
• : There are related items of any relation type for the original item, and the substitution or cross-selling is not mandatory. That is, the Required check box is not selected for all lines with related items on the Related Items tab of the Stock Items (IN202500) or Non-Stock Items (IN202000) form. When this button appears, you can process the sales order to completion without replacing the original item.
• : There are substitute items for the original item, and the substitution is mandatory. That is, the Required check box is selected for at least one line with the Substitute type selected in the Relation column on the Related Items tab of the Stock Items (IN202500) or Non-Stock Items (IN202000) form.

If you click one of these buttons, the Add Related Items dialog box opens.

This column appears if the Related Items feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates (if selected) that the item selected in the current line has to be replaced with the related item that is specified on the Non-Stock Items (IN202000) or Stock Items (IN202500) form. You cannot create a shipment for the original item if this check box is selected.

This column appears if the Related Items feature is enabled on the Enable/Disable Features (CS100000) form.

By default, the Substitution Required check box is available for editing, but the availability of the check box may be restricted by user roles. For example, a user with administrative rights can select the View Only option for the Substitution Required column for specific roles on the Access Rights by Screen (SM201020) form.

• Selling Model Equipment: Registers a sale of the stock item of the Model Equipment type whose identifier is selected in the Inventory ID column. When the related invoice is released, a target equipment entity corresponding to the stock item is created in the system.
• Replacing Target Equipment: Registers the replacement of the target equipment entity specified in the next column with a new stock item of the Model Equipment type whose identifier is selected in the Inventory ID column.
• Selling Optional Component: Registers a sale of the optional stock item of the Component type. When the related invoice is released, on the Components and Warranties tab of the Equipment (FS205000) form, the system adds a new component of the previously added target equipment entity (which you specify in the Target Equipment ID column) or of the model equipment entity (which you specify in the Model Equipment Ref. Nbr. column) that is being sold within the same order.
• Upgrading Component: Registers the upgraded component (which replaces the default component) of a piece of model equipment (which you specify in the Model Equipment Ref. Nbr. column) during a sale of the model equipment.
• Replacing Component: Registers the replacement of a component of the piece of target equipment specified in the Target Equipment ID column. You specify the applicable component in the Component Ref. Nbr. column.
• N/A: Registers the sale of an inventory item in the system to the customer. If model equipment, target equipment, or a component is specified for the line, the record will not be created or modified on the Equipment form.

This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features (CS100000) form and the Enable Field Services Integration check box is selected for the selected order type on the Order Types (SO201000) form.

• If the Replacing Target Equipment action is selected, the target equipment is the equipment entity that is replaced with the stock item that is sold.
• If the Selling Optional Component action is selected, the target equipment is the equipment entity to which the optional component (which you specify in the Component ID column) is added (the stock item that is sold).
• If the Replacing Component action is selected, the target equipment is the equipment entity for which a component (which you specify in the Component ID column) is replaced with the stock item that is sold.
• If the N/A action is selected, the target equipment is the equipment entity for which the stock item is sold.

This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features (CS100000) form and the Enable Field Services Integration check box is selected for the selected order type on the Order Types (SO201000) form.

• If the Selling Optional Component action is selected, the line reference number of the model equipment for which the optional component is sold (which you specify in the Component ID column).
• If the Upgrading Component action is selected, the line reference number of the model equipment for which the default component is replaced (which you specify in the Component ID column).
• If the N/A action is selected, the line reference number of the model equipment for which a the stock item is sold.

This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features (CS100000) form and the Enable Field Services Integration check box is selected for the selected order type on the Order Types (SO201000) form.

The component that is sold, if a component-related action is selected in the Equipment Action column.

This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features (CS100000) form and the Enable Field Services Integration check box is selected for the selected order type on the Order Types (SO201000) form.

The line reference number of the component that is replaced if the Replacing Component action selected in the Equipment Action column.

This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features (CS100000) form and the Enable Field Services Integration check box is selected for the selected order type on the Order Types (SO201000) form.

A check box that indicates (if selected) that services need to be performed for the stock item.

This check box is available only if the Service Management feature is enabled on the Enable/Disable Features (CS100000) form and the Enable Field Services Integration check box is selected for the selected order type on the Order Types (SO201000) form.

The optional subitem code, which is used to indicate the particular size, color, or other variation of the inventory item.

This column is available only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates (if selected) that the inventory item specified in the row is a free item. You can add a free item manually, or it can be added automatically as a result of application of a group-level discount configured on the Discounts (AR209500) form.

If you select this check box for the item, the system updates the Unit Price, Discount Percent, Discount Amount, and Ext. Price amounts with 0 and selects the Manual Discount check box.

The warehouse from which the specified quantity of the item should be delivered.

This column appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.

The type of the original order in which this item was sold,

The column is shown if the line has the Receipt operation.

The system inserts the type of the original order in the column if the number of the original invoice is specified in the Invoice Nbr. column.

The number of the original order in which this item was sold,

The column is shown if the line has the Receipt operation.

The system inserts the number of the original order in the column if the number of the original invoice is specified in the Invoice Nbr. column.

The quantity of the item sold in the unit of measure specified in the UOM column.

If a sales order has a type with the RMA Order, Invoice, or Mixed Order automation behavior and with both the Issue operation and the Receipt operation active, a user can specify a negative line quantity if the line has a stock item or a non-stock item.

The quantity of a stock or non-stock item in a blanket sales order line distributed among child orders that are generated for this line.

This column appears only for blanket sales orders.

The quantity of a stock or non-stock item in a blanket sales order line that has not been transferred to child orders. This value is calculated as the difference between the line quantity and the quantity on child orders.

This column appears only for blanket sales orders.

The quantity of the blanket sales order line that have not been shipped yet in child orders.

This column appears only for blanket sales orders.

The date on which a child order should be generated for the line of the blanket sales order. By default, the system inserts the current business date to this column.

The value in this column can be empty. The value cannot be earlier than the date of the blanket sales order and later than the expiration date of the blanket sales order.

If different scheduled order dates are specified for the splits of the line in the Line Details dialog box, the system displays the <SPLIT> value in this column.

This column appears only for blanket sales orders.

The customer order number, which the system inserts into the Customer Order Nbr. box in the Summary area of this form for a generated child order.

This column appears only for blanket sales orders.

The customer location. By default, the system copies the value that was specified for a blanket sales order in the Location box in the Summary area of the form. The system inserts this value into the Location box in the Summary area of this form for child orders generated from a blanket sales order.

This column appears only for blanket sales orders. The column cannot be empty.

The description of the customer location.

This column appears only for blanket sales orders. The column cannot be empty.

The ship via code that represents the carrier and its service to be used for shipping the ordered goods. The system inserts this value into the Ship Via box on the Shipping tab of this form for child orders generated from a blanket sales order.

This column appears only for blanket sales orders. The column cannot be empty.

The point where ownership of the goods is transferred to the customer. The system inserts this value into the FOB Point box on the Shipping tab of this form for child orders generated from a blanket sales order.

This column appears only for blanket sales orders. The column cannot be empty.

The shipping terms used for the customer. The system inserts this value into the Shipping Terms box on the Shipping tab of this form for child orders generated from a blanket sales order.

This column appears only for blanket sales orders. The column cannot be empty.

The ID of the shipping zone of the customer to be used to calculate freight. The system inserts this value into the Shipping Zone box on the Shipping tab of this form for child orders generated from a blanket sales order.

This column appears only for blanket sales orders. The column cannot be empty.

The planned date of the shipment. If the date is specified for a line of a blanket sales order, the system inserts it into the Ship On column for a corresponding line of a child order generated from the blanket sales order.

The date in this column cannot be earlier than the date of the blanket sales order and the date specified in the Sched. Order Date column for the line. The value in this column cannot be later than the expiration date of the blanket sales order.

This column appears only for blanket sales orders. By default, the column is empty.

The tax zone associated with the customer location in the Ship-To Location column of the line of a blanket sales order. The system inserts this value into the Tax Zone box on the Financial tab of this form for child orders generated from a blanket sales order.

This column appears only for blanket sales orders. The value in this column is not required.

The planned date for creation of a purchase order.

This column appears only for blanket sales orders. By default, the system inserts the current business date to this column.

The reference number of the blanket sales order from which the child order has been generated.

This number is a link to the blanket sales order. You can click the link to open the blanket sales order on the current form.

For the return lines added with a link to an original invoice, this is the cost specified in the inventory issue transaction that was generated on release of the original invoice. For the return lines not linked to an invoice, the unit cost specified in this column depends on the item's valuation method and the settings of the warehouse specified in the line. For more information, see the descriptions of the Average Default Cost and FIFO Default Cost boxes on the Warehouses (IN402000) form.

For more information on calculation of item costs, see Item Costs and Valuation Methods: General Information.

The box is unavailable for editing in intercompany sales orders if the Disable Editing Prices and Discounts check box is selected in the Intercompany Order Settings section on the Sales Orders Preferences (SO101000) form (on the General tab).

A check box that indicates (if selected) that the unit price in this line has been corrected or specified manually. If you clear this check box, the system updates the unit price in the document line with the current price (if one is specified).

If you change the order date or customer ID in the order or warehouse ID, quantity, or UOM in the order line, the system does not update unit prices in the lines for which this check box is selected. For more information on changing the customer ID in a sales order, see Changing the Customer in a Sales Order.

The box is unavailable for editing in intercompany sales orders if the Disable Editing Prices and Discounts check box is selected in the Intercompany Order Settings section on the Sales Orders Preferences (SO101000) form (on the General tab).

The extended price, which the system calculates as the unit price multiplied by the quantity.

If you manually entered the extended price and saved the document, the value will not be updated by the system if you change the document date. If you want this extended price to be recalculated automatically based on the applicable sales price, use the Recalculate Prices action.

If the Free Item check box is selected for this inventory item, the system sets the extended price to 0.

The box is unavailable for editing in intercompany sales orders if the Disable Editing Prices and Discounts check box is selected in the Intercompany Order Settings section on the Sales Orders Preferences (SO101000) form (on the General tab).

The code of the discount that has been applied to this line.

The column is available only if the Customer Discounts feature is enabled on the Enable/Disable Features (CS100000) form, and it is not available for orders of the Transfer type.

The box is unavailable for editing in intercompany sales orders if the Disable Editing Prices and Discounts check box is selected in the Intercompany Order Settings section on the Sales Orders Preferences (SO101000) form (on the General tab).

The identifier of the discount sequence that has been applied to this line.

The column is hidden by default and available only if the Customer Discounts feature is enabled on the Enable/Disable Features (CS100000) form.

The percent of the line-level discount that has been applied manually or automatically to this line item (if the item is not a free item).

A selected Manual Discount check box indicates that the percent of the discount is specified by the line discount that has been applied manually, or has been entered manually or calculated based on the discount amount entered manually for this line item.

If the Manual Discount check box is selected, you can enter the percent manually and the discount amount will be calculated automatically.

The amount of the line-level discount that has been applied manually or automatically to this line item (if the item is not a free item).

The selected Manual Discount check box indicates that the amount of the discount is based on the line discount that has been applied manually, or has been specified manually or calculated based on the discount percent entered manually for this line item.

If the Manual Discount check box is selected, you can enter the amount manually and the discount percent will be calculated automatically.

The box is unavailable for editing in intercompany sales orders if the Disable Editing Prices and Discounts check box is selected in the Intercompany Order Settings section on the Sales Orders Preferences (SO101000) form (on the General tab).

A check box that indicates (if selected) that the discount has been applied manually. With this check box selected, you can enter either the discount percent or the discount amount, or you can select the discount code of one of the discounts intended for manual application. If you select the Free Item check box for the line item, the Manual Discount check box is selected automatically.

If you change the customer ID in the sales order or return order, the system does not update the line-level discounts in the lines for which this check box is selected. For more information on changing the customer ID in a sales order, see Changing the Customer in a Sales Order.

Est. Margin (%) = (Line Net Sales - Line Cost) / Line Net Sales * 100

The parameters used in this formula have the following meanings:

• Line Net Sales is the line amount with line, document, and group discounts applied and inclusive tax amount excluded.
• Line Cost is the unit cost multiplied by the item's quantity.

The column contains 0 in a line if the Ext. Price value is 0.

The column is empty in a line with a Unit Cost of 0 and in a line for which the Mark for PO check box is selected and the Drop-Ship or Blanket for Drop-Ship option is selected in the PO Source column.

An estimated margin amount for the line. The value is calculated according to the formula Line Net Sales - Line Cost when a new line is added to the document and the Unit Cost, Unit Price, and Quantity boxes have nonzero values.

If Line Net Sales is greater than Line Cost, an estimated margin has the following values:

• A positive value in a line with the Issue operation type
• A negative value in a line with the Receipt operation type

The column contain 0 in a line if the Ext. Price value is 0.

The column is empty in a line with a Unit Cost of 0 and in a line for which the Mark for PO check box is selected and the Drop-Ship or Blanket for Drop-Ship option is selected in the PO Source column.

The date when the process of deferred revenue recognition should start for the selected item; this date can be specified manually if the deferral code assigned to the item is based on the Flexible by Periods, Prorate by Days or Flexible by Days in Period recognition method.

This column appears only if the Deferred Revenue Management feature is enabled on the Enable/Disable Features (CS100000) form.

The date when the process of deferred revenue recognition should finish for the selected item; this date can be specified manually if the deferral code assigned to the item is based on the Flexible by Periods, Prorate by Days or Flexible by Days in Period recognition method.

This column appears only if the Deferred Revenue Management feature is enabled on the Enable/Disable Features (CS100000) form.

The unbilled amount for a stock item with the Goods for Inventory line type or a non-stock item with the Non-Inventory Goods line type is calculated as the quantity in the sales order minus the quantity in the invoice or invoices generated for this order, multiplied by discounted unit price in the order.

The unbilled amount for a non-stock item with the Misc. Charge line type is calculated as the line amount minus the line discount (if applicable), and minus the line amount in the invoice or invoices generated for this order.

This column is not available for orders of the Transfer type.

The date when the customer wants to receive the goods; the default value is specified in the Requested On box in the Summary area. These dates can be different for different lines if the order-level shipping rule is Back Order Allowed.

For information on shipping rules, see Shipping Rule Combinations.

The date when the item should be shipped. By default, this date is calculated as the Requested On date for this line minus the number of lead days. If the calculated date is earlier than the current business date, the system inserts the current date. You can modify this date directly in this column only if the order-level shipping rule is set to the Back Order Allowed option on the Shipping tab.

If you specify a new date in the Sched. Shipment box on the Shipping tab, the system will insert this date in the Ship On column for incomplete and new lines of the sales order.

The way the line item should be shipped. Select one of the following options:

• Cancel Remainder: The ordered quantity should be delivered in one shipment, but if the ordered quantity is not available, the available quantity is shipped and the remainder is canceled.
• Back Order Allowed: The ordered quantity can be delivered in multiple shipments. If the ordered quantity is not available, the available quantity is shipped, and the remaining quantity (open quantity) can be shipped later. The line is not completed until it has a nonzero open quantity. The order gets the Back Order status.
• Ship Complete: The ordered quantity should be delivered in one shipment. If the ordered quantity is not available for shipping, the order with this line gets the Back Order status.

For more information, see Shipping Rule Combinations.

The minimum percentage of goods shipped (with respect to the ordered quantity) for the system to mark the order as completely shipped. This setting is not applicable to items with serial or lot numbers specified; these items should be shipped in the precise quantities in which they are ordered.

The maximum percentage of goods shipped (with respect to the ordered quantity) allowed by the customer. This setting is not applicable to items with serial or lot numbers specified; these items should be shipped in the precise quantities in which they are ordered.

A check box that can be selected to indicate to the system that this line is completed.

A check box that indicates (if selected) that the order line was marked for purchasing (if it has not been shipped completely). If you select this check box, a purchase request for this line becomes available for creation of a purchase order on the Create Purchase Orders (PO505000) form.

The Mark for PO check box should be selected for a line that contains a non-stock item with both the Require Shipment and Require Receipt check boxes selected on the Non-Stock Items (IN202000) form or a stock item.

This column is available only if the Drop Shipments or Sales Order to Purchase Order Link feature is enabled on the Enable/Disable Features (CS100000) form.

For more details, see Sales with Drop Shipping: General Information.

The source to be used to fulfill this line, which can be one of the following options:

• Drop-Ship: This option appears only if the Drop Shipments feature is enabled on the Enable/Disable Features (CS100000) form.
• Blanket for Drop-Ship: This option appears only if the Drop Shipments and Blanket and Standard Purchase Orders features are enabled on the Enable/Disable Features (CS100000) form.
• Purchase to Order: This option appears only if the Sales Order to Purchase Order Link feature is enabled on the Enable/Disable Features (CS100000) form.
• Blanket for Normal: This option appears only if the Sales Order to Purchase Order Link feature is enabled on the Enable/Disable Features (CS100000) form.

For a line of a blanket or intercompany sales order, only the Purchase to Sale option is available. The system automatically inserts this option when you select the Mark for PO check box for this line.

This column is available only if at least one of the following features is enabled on the Enable/Disable Features (CS100000) form: Drop Shipments and Sales Order to Purchase Order Link.

The lot or serial number of the item for returns.

This column appears only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features (CS100000) form and available for orders of the RR type.

The salesperson associated with the sale of the line item.

This column appears only if the Commissions feature is enabled on the Enable/Disable Features (CS100000) form and is not available for orders of the TR type.

By default, the system populates this column with the salesperson ID specified as the default one on the Salespersons tab of the Customers (AR303000) form for the selected customer, but you can override this setting.

For each salesperson with an ID specified in this column, you can specify the salesperson's commission in the Commission % column on the Commissions tab of the current form.

The tax category of the goods mentioned in this line.

This column is not available for orders of the TR type.

The entity usage type of the customer location if sales to this location are tax-exempt. By default, in a newly added line, the system inserts the entity usage type specified on the Financial tab.

This column is available only when the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form. This column does not appear for transfer orders.

A check box that indicates that this line is subject to sales commission. The details of commissions are shown on the Commissions tab.

This column is available only if the Commissions feature is enabled on the Enable/Disable Features (CS100000) form and is not available for orders of the TR type.

An alternate ID of the item specified on the Cross-Reference tab of the Stock Items (IN202500) or Non-Stock Items (IN202000) form. The system can insert alternate IDs of the Customer Part Number, Global, or Barcode type in this column.

If there are several alternate IDs specified for the item, the system displays an alternate ID with the highest priority. The system determines the priority of alternate IDs as follows:

• The first alternate ID with the Customer Part Number type that has the same customer as the customer specified in the document and the same UOM as the UOM specified in the UOM column on the Details tab of the current form for this item.
• The first alternate ID with the Customer Part Number type that has the same customer as the customer specified in the document and no UOM specified.
• The first alternate ID with the Global type that has the same UOM as the UOM specified in the UOM column on the Details tab of the current form for this item.
• The first alternate ID with the Global type that has no UOM specified.
• The first alternate ID with the Barcode type that has the same UOM as the UOM specified in the UOM column on the Details tab of the current form for this item.
• The first alternate ID with the Barcode type that has no UOM specified.

For more information on using alternate IDs, see Item Cross-References.

The particular task of the project with which this document is associated. If you select a project that has the default project task, this task is automatically populated in the column.

The column is available if the following conditions are met:

• The Project Accounting feature is enabled on the Enable/Disable Features (CS100000) form.
• The integration of projects and sales orders has been enabled. That is, the SO check box is selected in the Visibility Settings section on the Projects Preferences (PM101000) form.

The reference number of a service document (an appointment, a service order or a service contract) from which the sales order has been originated. This reference number is a link, which you can click to view document details on the applicable form.

This column is available only if the Service Management feature is enabled on the Enable/Disable Features (CS100000) form and the Enable Field Services Integration check box is selected for the selected order type on the General tab of the Order Types (SO201000) form. For a service contract, the Equipment Management feature should be enabled on the Enable/Disable Features (CS100000) form.

The cost code with which this document is associated to track project costs and revenue.

The column is available if the Cost Code feature is enabled on the Enable/Disable Features (CS100000) form and the SO check box is selected in the Visibility Settings section on the Projects Preferences (PM101000) form.

The number of the drop-ship purchase order to which the sales order line is linked. When you click the link, the system opens the document on the Purchase Orders (PO301000) form.

The system automatically specifies this number when you create a drop-ship purchase for a sales order or a sales order for a drop-ship purchase order.

This column is available only if the Drop Shipments feature is enabled on the Enable/Disable Features (CS100000) form.

The status of the drop-ship purchase order to which the sales order line is linked.

This column is available only if the Drop Shipments feature is enabled on the Enable/Disable Features (CS100000) form.

The number of the drop-ship purchase order line to which the sales order line is linked.

The system automatically specifies this number when you create a drop-ship purchase for a sales order or a sales order for a drop-ship purchase order.

This column is available only if the Drop Shipments feature is enabled on the Enable/Disable Features (CS100000) form.

When a line of a drop-ship purchase order is linked to a line of a sales order—that is, the PO Linked check box is selected—you cannot change the details of this line.

This column is available only if the Drop Shipments feature is enabled on the Enable/Disable Features (CS100000) form.

The production order that has been created for this sales order line, if applicable. You can click the link in this column to view this production order on the Production Order Maintenance (AM201500) form.

This element is displayed only if the Material Requirements Planning or Distribution Requirements Planning feature is enabled on the Enable/Disable Features (CS100000) form.

The estimate used for this sales order line, if applicable. You can click the link in this column to view this estimate on the Estimate (AM303000) form.

This element is displayed only if the Material Requirements Planning or Distribution Requirements Planning feature is enabled on the Enable/Disable Features (CS100000) form.

The revision number of the estimate used for this sales order line.

This element is displayed only if the Material Requirements Planning or Distribution Requirements Planning feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates (if selected) that the sales order line is a configurable item.

This element is displayed only if the Material Requirements Planning or Distribution Requirements Planning feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates (if selected) that the sales order line is a supplemental item. The Parent Line Nbr. column contains the link to the parent sales order.

This element is displayed only if the Material Requirements Planning or Distribution Requirements Planning feature is enabled on the Enable/Disable Features (CS100000) form.

The number of the parent sales order line for the supplemental item. This column should be used when printing sales documents so that supplemental items will be listed under their parent items.

The configured parent sales order line number for the supplemental item. This column should be used when printing sales documents so that supplemental items will be listed under their parent items.

This element is displayed only if the Material Requirements Planning or Distribution Requirements Planning feature is enabled on the Enable/Disable Features (CS100000) form.

The configuration key of the item in the sales order line. A configuration key is a user-specified identifier for a configuration. The format of the key is specified on the Configuration Maintenance (AM207500) form. The selection of the configuration key is available only for lines where the configuration is not completed or finished.

This element is displayed only if the Material Requirements Planning or Distribution Requirements Planning feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates (if selected) that the production order for this line can be created by using the Create Production Orders (AM510000) form. This check box is selected automatically when the item in this sales order line has the Make to Order Item check box selected on the Manufacturing tab of the Stock Items (IN202500) form and the MTO Order check box is selected for the order type of this sales order on the Order Types (SO201000) form.

This element is displayed only if the Material Requirements Planning or Distribution Requirements Planning feature is enabled on the Enable/Disable Features (CS100000) form.

The type of the sales order line, which can be one of the following options:

• Goods for Inventory: The system automatically selects this type for lines with stock items.
• Non-Inventory Goods: The system automatically selects this type for lines with non-stock items that have the Require Shipment check box selected on the Non-Stock Items (IN202000) form.
• Misc. Charge: The system automatically selects this type for lines with non-stock items that have the Require Shipment check box cleared on the Non-Stock Items (IN202000) form.

A read-only check box that indicates (if selected) that automatic line discounts are turned off (that is, not calculated) for the price in this line. The system copies the state of this check box from the Sales Prices (AR202000) form.

The column is available if the Customer Discounts feature is enabled on the Enable/Disable Features (CS100000) form.

The gift message that was added to the item purchased in the BigCommerce store along with the gift wrapping.

This column is available in the Column Configuration dialog box if the BigCommerce Connector feature is enabled on the Enable/Disable Features (CS100000) form. This column is hidden by default.

The order line number of the item purchased in the BigCommerce store to which the gift wrapping in the current line pertains.

This column is available in the Column Configuration dialog box if the BigCommerce Connector feature is enabled on the Enable/Disable Features (CS100000) form. This column is hidden by default.

The Selection area of the dialog box has the following elements.

A check box that indicates (if selected) that the original item will be replaced, but its price will be kept. That is, the value in the Ext. Price column on the Details tab of the current form will not be overridden when the item is replaced. By default, this check box is cleared.

The check box is available for selection only if a related item with the Substitute relation type is selected for the original item on the tab or tabs of the Add Related Items dialog box. If the original item is substituted partially, the extended price is recalculated proportionally to the substituted quantity.

A check box that indicates (if selected) that for each warehouse in which the related stock item is available, the system shows a separate line on the tab or tabs of the dialog box.

If the check box is cleared, the system shows only one line for the warehouse of the original item.

By default, the check box is cleared.

This dialog box can have up to five tabs, one for each type of items related to the original item, based on the relations specified for the original item on the Non-Stock Items (IN202000) or Stock Items (IN202500) form:

• All Related Items: This tab appears if the original item has two or more related items with different relation types.
• Substitute Items: This tab appears if the original item has a related item with the Substitute relation type.
• Up-Sell Items: This tab appears if the original item has a related item with the Up-Sell relation type.
• Cross-Sell Items: This tab appears if the original item has a related item with the Cross-Sell relation type.
• Other Related Items: This tab appears if the original item has a related item with the Other relation type.

The tables on these tabs contain the following columns.

The selected quantity of the related item that will replace or be added to the original item.

If the original item in the sales order line has the base UOM specified—that is, the UOM specified in the Base Unit box on the General tab (the Unit of Measure section) of the Non-Stock Items (IN202000) or Stock Items (IN202500) form—then the system calculates the value in the Qty. Selected column as the product of the quantity of the sales order line and the quantity in the Related Item Qty. column on the Related Items tab of the Non-Stock Items (IN202000) or Stock Items (IN202500) form.

If the original item in the sales order line has a non-base UOM specified, then the system first converts the quantity in the non-base UOM to the quantity in the base UOM. After that the system calculates the value in the Qty. Selected column as the product of the quantity of the sales order line in the base UOM and the quantity in the Related Item Qty. column on the Related Items tab of the Non-Stock Items (IN202000) or Stock Items (IN202500) form.

The type of relation between the original item and the related item, which is one of the following options:

• Cross-Sell
• Up-Sell
• Substitute
• Other

The extended price of the related item (specified in the table column) minus the extended price of the original item. A negative value means that the related item is cheaper than the original item. A positive value means that the related item is more expensive than the original item.

This column appears on all tabs except the Cross-Sell Items tab.

The dialog box has the following buttons.

The tax zone to be used for the calculation of taxes.

This column appears only for blanket sales orders.

The percentage of the commission that is applied to this document. You can override this value.

A check box that indicates (if selected) that the taxes on the Taxes tab of the current form are not automatically calculated when you create a sales order manually or recalculated when the lines of the sales order are updated (for example, when you adjust the quantities in the lines of a sales order or create an invoice or shipment for this order).

The default state of this check box is defined by the state of the Disable Automatic Tax Calculation check box on the General tab (Order Settings section) of the Order Types (SO201000) form for the order type of the sales order. You can change the state of the check box manually.

The tax zone to be used to process customer sales orders.

The system inserts the tax zone by using the first applicable rule it finds from the following:

1. If the sales order was created from an opportunity that has a tax zone specified, the system copies the tax zone specified for this opportunity on the Opportunities (CR304000) form.
2. If the sales order was created from a sales quote that has a tax zone specified, the system copies the tax zone specified for this sales quote on the Sales Quotes (CR304500) form.
3. If the sales order is related to a particular project (that is, if a project is selected in the Summary area of the current form) and the Calculate Project-Specific Taxes check box is selected on the Projects Preferences (PM101000) form, the system copies the tax zone from the Revenue Tax Zone box on the Addresses tab of the Projects (PM301000) form.
4. If the system has not yet found an applicable rule, the system searches for a tax zone that matches the range of postal codes specified on the Tax Zones (TX206000) form. If no tax zone is found, the system continues searching for a tax zone that matches the state in the shipping address. If no tax zone is found, the system searches for a tax zone that matches the country in the shipping address. The postal codes included in a particular tax code are specified on the Ship-To Addresses tab of the Tax Zones (TX206000) form. For details, see Tax Zones and Categories: Automatic Assignment of a Tax Zone in Documents.

   If the order will not be shipped by a common carrier, the customer tax zone is the tax zone assigned to the selling branch. The tax zone of the branch is specified on the Delivery Settings tab of the Branches (CS102000) form

   Note: A common carrier is used if the Ship Via box on the Shipping tab of the current form is filled in and the Common Carrier check box is selected for the selected ship via code on the Details tab of the Ship via Codes (CS207500) form. If both of these conditions are not met, a common carrier was not used.

This box is not available for transfer orders.

The exemption certificate number of the selected customer, which is used if your system is integrated with AvaTax by Avalara. By default, the value is pulled from customer's location, but you can override it on the document level, if needed. The box appears on the form if the External Tax Calculation Integration feature has been enabled on the Enable/Disable Features form.

The tax calculation mode to be used for the sales order.

The entity usage type of the customer location if sales to this location are tax-exempt. The default value in this box depends on the state of the Business Account Locations feature on the Enable/Disable Features (CS100000) form:

• If the feature is enabled, the system inserts the entity usage type specified on the Shipping tab of the Customer Locations (AR303020) form for the location of the order's customer.
• If the feature is disabled, the system inserts the entity usage type specified on the Shipping tab of the Customers (AR303000) form for the order's customer.

If integration with Avalara is configured, in a document with the current customer selected, this value is sent to Avalara to specify the reason for tax exemption. If the Taxable - Override Exemption option is selected, the document's exemption is overridden, and taxes are calculated in the external tax service.

This box is available only when the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

This box does not appear for transfer orders.

A check box that indicates (if selected) that this document should be billed separately (that is, it requires a separate invoice).

This check box does not appear for transfer orders.

The reference number of the invoice generated for this order. This box is available only for orders of the Invoice (IN) type if the Bill Separately check box is selected on the Order Types (SO201000) form for the order type. You can enter a reference number for the invoice (before you click Prepare Invoice on the Actions menu on the form toolbar) if the numbering sequence assigned to invoices on the Order Types (SO201000) form is configured for manual numbering.

This box does not appear for transfer orders.

The date of the invoice generated for the order. You can enter the date manually if the Bill Separately check box is selected for the order type on the Order Types (SO201000) form.

This box does not appear for transfer orders.

The credit terms used in relations with the customer.

This box does not appear for transfer orders.

If the Order Type of the current order is CM (Credit Memo), the system fills in the credit terms for a new sales order of this type as follows:

• If the Use Credit Terms in Credit Memos check box is selected on the Accounts Receivable Preferences (AR101000) form, the system inserts the default credit terms (if any) copied from the customer's settings. You can override these terms.
• If the Use Credit Terms in Credit Memos check box is cleared, this box is empty and unavailable for editing.

The due date of the document according to the credit terms.

This box does not appear for transfer orders.

For a credit memo, this box appears on the form if the Use Credit Terms in Credit Memos check box is selected on the Accounts Receivable Preferences (AR101000) form and terms are selected in the Terms box.

The date when the cash discount is available for the document based on the credit terms.

This box does not appear for transfer orders.

For a credit memo, this box appears on the form if the Use Credit Terms in Credit Memos check box is selected on the Accounts Receivable Preferences (AR101000) form and terms are selected in the Terms box.

A check box that you select to make the Prepayment Percent and Prepayment Amount boxes available for editing.

When this check box is selected, the new value you specify as the prepayment percent of the sales order has a higher priority than the predefined value that has been specified for the credit terms of the customer on the Credit Terms (CS206500) form.

This check box appears on the tab only for sales orders with the Sales Order automation behavior when the Prepayment Required check box is selected on the Credit Terms (CS206500) form.

The prepayment percent—that is, the percent of the total amount of this sales order that the customer has to make before the user can proceed to shipping the ordered items and preparing an invoice for the sales order.

If you change the Prepayment Amount value, this amount is updated automatically, and if you change this value, the system automatically updates the Prepayment Amount to the appropriate percent based on the amount you enter.

This box appears on the tab when the Prepayment Required check box is selected on the Credit Terms (CS206500) form and becomes available only for sales orders with the Sales Order automation behavior when the Override Prepayment check box is selected.

The amount of funds the customer has to pay before the user can proceed to shipping and preparing an invoice for the sales order.

If you change the Prepayment Percent value, this amount is updated automatically, and if you change this value, the system automatically updates the Prepayment Percent to the appropriate percent based on the amount you enter.

This box appears on the tab when the Prepayment Required check box is selected on the Credit Terms (CS206500) form and becomes available only for sales orders with the Sales Order automation behavior when the Override Prepayment check box is selected.

A read-only check box that the system selects automatically when the amount of the prepayment or prepayments applied to the sales order and listed on the Payments tab is greater than or equal to the value specified in the Prepayment Amount box.

This check box is always unavailable and appears on the tab only for sales orders with the Sales Order automation behavior when the Prepayment Required check box is selected on the Credit Terms (CS206500) form.

The reference number of the payment.

This box appears only for sales orders of the Cash Sales or Cash Return type.

The type of the original order. This box is available only for return orders.

The reference number of the original sales order. This box is available only for return orders.

A read-only check box that indicates (if selected) that the order was emailed.

A read-only check box that indicates (if selected) that the order was printed.

The ship via code that represents the carrier and its service to be used for shipping the ordered goods. For this ship via code, if Manual is specified as the freight calculation method, the freight amount must be specified in the Freight Price box on the Totals tab (on this form).

A read-only check box that indicates, if selected, that the customer picks the goods from the warehouse (will call); if cleared, the check box means that the common carrier is to be used for shipping goods.

If the Ship Via box is empty, the check box is selected. If a Ship Via code is specified, the state of this check box directly corresponds to the state of the Common Carrier check box specified for the selected ship via code on the Ship via Codes (CS207500) form.

Opens the Shop for Rates dialog box, so you can manually select the boxes for the order or view the automatically suggested packages if the Automatic Packaging feature is enabled on the Enable/Disable Features (CS100000) form. Additionally, if the Shipping Carrier Integration feature is enabled, you can compare current rates for the sales order offered by integrated carriers and select the carrier with the lowest freight charges.

The point where ownership of the goods is transferred to the customer.

The delivery confirmation type.

This column appears if the following conditions are met:

• The UPS, Stamps.com, ShipEngine, or EasyPost feature is enabled on the Enable/Disable Features (CS100000) form.
• A ship via code with an EasyPost, Shipengine, Stamps.com, or UPS carrier is specified in the Ship Via box on the Shipping tab (Delivery Settings section).
  • An EasyPost carrier is a carrier for which the PX.EasyPostCarrier.EasyPostCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.
  • A ShipEngine carrier is a carrier for which the PX.ShipEngineCarrier.ShipEngineCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.
  • A Stamps.com carrier is a carrier for which the PX.StampsCarrier.StampsCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.
  • An UPS carrier is a carrier for which the PX.UpsCarrier.UpsCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.

The confirmation can be one of the following options:

• None: No confirmation is requested. This option appears for the EasyPost, Shipengine, Stamps.com, and UPS carriers.
• No Signature: Delivery confirmation is requested without a signature. This option appears for the EasyPost, ShipEngine, and UPS carriers.
• Signature: A non-authorized signature (from someone at the delivery address) is required for the shipment to be delivered. This option appears for the EasyPost, ShipEngine, Stamps.com, and UPS carriers.
• Adult Signature: Delivery requires a signature of the addressee only, who must be 21 years of age or older. This option appears for the EasyPost, ShipEngine, Stamps.com, and UPS carriers.
• Adult Signature Restricted Delivery: Delivery requires a signature of the specific addressee only, who must be 21 years of age or older. This option appears for the Stamps.com carrier.
• USPS Delivery Confirmation: USPS delivery confirmation is required for the shipment to be delivered. This option appears for the Stamps.com carrier.
• Direct Signature: Delivery requires a signature from someone at the delivery address. This option appears for the ShipEngine carrier.

The endorsement service that a customer can request upon a failed delivery of an order.

The following options of the service are possible:

• No Endorsement Service: No service is provided
• Address Service Requested: Provides forwarding and address correction services for the order when possible.
• Forwarding Service Requested: Provides new address notification with returns of the order
• Change Service Requested: Provides address correction services without forwarding or return of the order
• Return Service Requested: Provides address correction services and always returns the order
• Leave if No Response: Provides a service of leaving the order if there is no response from a customer

This box appears only if the following conditions are met:

• The EasyPost feature is enabled on the Enable/Disable Features (CS100000) form.
• A ship via code with an EasyPost carrier is specified in the Ship Via box on the Shipping tab (Delivery Settings section). An EasyPost carrier is a carrier for which the PX.EasyPostCarrier.EasyPostCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.

The level of priority for processing orders of this customer, which can be either of the following:

• The priority used for orders of this customer, as specified for the customer on the Shipping tab of the Customers (AR303000) form.
• The priority for the sales order on the current tab.

By default, the system uses the priority specified for the customer, but that default value can be overridden for the order.

The shipping terms used for this customer.

The identification of the shipping zone of the customer to be used to calculate freight.

A check box that you select to indicate to the system that the customer account with the carrier should be billed for the shipping of this order.

This check box is available only if the Shipping Carrier Integration feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that you select to use the FedEx Ground Collect option.

This check box is available if the Shipping Carrier Integration feature is enabled on the Enable/Disable Features (CS100000) form (CS100000) and if in the Ship Via box on the Shipping tab, a ship via code with one of the following carrier services specified on the Ship via Codes (CS207500) form has been selected:

• ShipEngine carrier service with a FedEx carrier
• EasyPost carrier service with a FedEx carrier
• FedEx carrier service

For more details on the FedEx Ground Collect program, see FedEx Ground® Collect.

A check box that indicates (if selected) that the carrier will receive a notification about the need for additional handling of the shipment.

This check box appears only if the following conditions are met:

• The Pacejet feature is enabled on the Enable/Disable Features (CS100000) form.
• A Ship Via code with a Pacejet carrier is specified in the Ship Via box on the Shipping tab (Delivery Settings section). A Pacejet carrier is a carrier for which the PX.PacejetCarrier.PacejetCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.

A check box that indicates (if selected) that the carrier will receive a notification about the need for a lift gate.

This check box appears only if the following conditions are met:

• The Pacejet feature is enabled on the Enable/Disable Features (CS100000) form.
• A Ship Via code with a Pacejet carrier is specified in the Ship Via box on the Shipping tab (Delivery Settings section). A Pacejet carrier is a carrier for which the PX.PacejetCarrier.PacejetCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.

A check box that indicates (if selected) that the carrier will receive a notification about delivery within the shipping destination.

This check box appears only if the following conditions are met:

• The Pacejet feature is enabled on the Enable/Disable Features (CS100000) form.
• A Ship Via code with a Pacejet carrier is specified in the Ship Via box on the Shipping tab (Delivery Settings section). A Pacejet carrier is a carrier for which the PX.PacejetCarrier.PacejetCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.

A check box that indicates (if selected) that the carrier will receive a notification about limited access to the shipping destination.

This check box appears only if the following conditions are met:

• The Pacejet feature is enabled on the Enable/Disable Features (CS100000) form.
• A Ship Via code with a Pacejet carrier is specified in the Ship Via box on the Shipping tab (Delivery Settings section). A Pacejet carrier is a carrier for which the PX.PacejetCarrier.PacejetCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.

The date when the ordered goods are scheduled to be shipped. By default, it is the date that is specified in the Requested On box minus the number of lead days, but it is not earlier than the current business date. You can set this date manually.

This box appears on the form only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates (if selected) that the goods for the customer should be shipped separately for each sales order.

This check box is always selected and unavailable for editing in intercompany sales orders.

The check box appears on the form only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.

An option that controls whether incomplete and partial shipments for the order are allowed. Select one of the following options:

• Ship Complete: The first shipment for the order should include all lines of the order.
• Back Order Allowed: The first shipment for the order should include at least one order line.
• Cancel Remainder: The first shipment for the order should include at least one order line.

For more information on processing sales orders with different shipping rules, see Shipping Rule Combinations.

This box appears on the form only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.

The expiration date of the order, by which the order can be selected for canceling on the Process Orders (SO501000) form.

The date is calculated based on the value in the Days to Keep box on the Order Types (SO201000) form for orders of the type. If the value is 0, this date is equal to the current business date.

The warehouse from which the goods should be shipped; the warehouse specified here appears as the default ship-from warehouse in the Shop for Rates dialog box for all the packages.

This box appears on the form only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates (if selected) that the packages selected for the order in this dialog box will be used for shipping. You can select this check box and then select the boxes for the order manually in the Packages table, or you can review the suggested packages and then select the Manual Packaging check box. If you select this check box, the packages will not be automatically recalculated to further optimize the cost even if the order is included in a consolidated shipment.

The box used for the package.

The description provided for the box.

A check box that indicates (if selected) that the dimensions of the box can be changed—that is, you can change the values in the Length, Height, and Width columns of the current dialog box.

The state of this check box is copied from the state of the Editable Dimensions check box specified for the box on the Boxes (CS207600) form and cannot be edited.

The warehouse from which the current package should be shipped. By default, it is the warehouse selected as the Preferred Warehouse on the Shipping tab of this form.

The length of a box of the type, expressed in the unit of measure specified in the Linear UOM column. The length, along with the width and height, defines the three-dimensional shape of the box.

The width of a box of the type, expressed in the unit of measure specified in the Linear UOM column. The width, along with the length and height, defines the three-dimensional shape of the box.

The height of a box of the type, expressed in the unit of measure specified in the Linear UOM column. The height, along with the width and height, defines the three-dimensional shape of the box.

The unit of measure in which the box dimensions are specified. The system copies this UOM from the Linear UOM box on the Boxes (CS207600) form.

The unit of measure for the weight of the box.

This box is read-only. The box displays the value specified in the Weight UOM box on the Company Details tab of the Companies (CS101500) form.

The net weight of the package, excluding the weight of the box.

This column appears on the form only if the Shipping Carrier Integration feature is enabled on the Enable/Disable Features (CS100000) form.

The weight of the box used for the package.

This column appears on the form only if the Shipping Carrier Integration feature is enabled on the Enable/Disable Features (CS100000) form.

The gross weight of the package, including the weight of the box. For an automatically created package, the weight of the box is added automatically. For manual packages, you can enter the gross weight.

The estimated value of the package, to be used for insurance calculation.

A check box that indicates (if selected) that the package should be paid for on delivery.

The customer location specified in the Location box in the Summary area of this form for the child order.

The references number of the child order.

This reference number is a link, which you can click to view the document on the current form.

The date of the child order.

The status of the child order.

The summarized quantity of all items that have been added to the child order from the blanket sales order.

If any items that are not from the current blanket sales order have been added to the child order, their quantity is not summed up to the value in this column.

The summarized amount of all items that have been added to the child order from the blanket sales order.

If any items that are not from the current blanket sales order have been added to the child order, their amount is not summed up to the value in this column.

The type of the shipment prepared for the child order.

The references number of the shipment prepared for the child order.

This reference number is a link, which you can click to view the document on the Shipments (SO302000) form.

The date of the shipment prepared for the child order.

The status of the shipment prepared for the child order.

The quantity of goods on the shipment prepared for the child order.

The type of the invoice prepared for the child order.

The references number of the invoice prepared for the child order.

This reference number is a link, which you can click to view the document on the Invoices (SO303000) form.

The date of the invoice prepared for the child order.

The status of the invoice prepared for the child order.

A check box that indicates (if selected) that the system treats discounts that have already been applied to the selected sales order as manual. When a user runs discount recalculation or adds new lines to the order, the system preserves the set of applied discounts; it checks whether these discounts are still applicable for the order but does not apply any other new discounts to the order. If a user manually changes any of the discountable amounts or quantities in the order, the system recalculates the preserved set of applied discounts based on these changes.

If the check box is cleared for the sales order, the system updates all automatic line, group, and document discounts when users run discount recalculation or add new lines to the order.

The default state of this check box is the same as the state of the Disable Automatic Discount Update check box on the General tab of the Order Types (SO201000) form for the applicable order type.

The amount of the discount. This column is available for editing for document discounts and external discounts.

The discount percent if the discount is defined to be calculated as a percentage. This column is available for editing for document discounts and external discounts.

The code of an external discount. You can enter this code for informational purposes when you manually enter an external discount in the sales order.

A brief description of the discount, which helps users to identify it.

A button you click to open the Address Lookup dialog box.

For the description of the dialog box, see Address Lookup Dialog Box.

This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integrating MYOB Acumatica with Web Map Services.

The latitude coordinates, which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available.

This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of MYOB Acumatica with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating MYOB Acumatica with External Tax Providers.

The longitude coordinates which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available.

This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of MYOB Acumatica with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating MYOB Acumatica with External Tax Providers.

A check box that indicates (if selected) that the address has been validated through integration with a specialized third-party software or service.

This element appears only if the Address Validation feature is enabled on the Enable/Disable Features (CS100000) form.

A button you click to open the Address Lookup dialog box.

For the description of the dialog box, see Address Lookup Dialog Box.

This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integrating MYOB Acumatica with Web Map Services.

The reference number of a shipment created to fulfill the sales order.

This column appears on the form only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.

The type of the shipment.

This column appears on the form only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.

The status of the shipment.

The date of the shipment.

The quantity of goods on the shipment.

The weight of the shipped goods in the shipment (net weight).

The volume of the shipment.

The type of the invoice.

The reference number of the invoice generated for the shipment.

The type of inventory document generated for the shipment.

This column appears on the form only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.

The reference number of the inventory document generated for the shipment.

This column appears only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.

This button appears on the form if the VAT Recognition on Prepayments feature is enabled on the Enable/Disable Features (CS100000) form.

Opens the Create Payment dialog box, where you can create a payment document for the sales order.

This button is not available if the sales order has the Canceled status. If the approval of sales orders is configured in your system, this button is not available if the order has the Pending Approval or Rejected status.

If the MYOB Payments feature is enabled on the Enable/Disable Features (CS100000) form and you create a payment for a payment method that has Credit Card as the means of payment, the system fetches the total tax amount calculated for the document from the Tax Total box in the Summary area of the form. The system then calculates the subtotal amount and sends the data to the payment gateway. For details, see Level 2 Data Transmission During Card Payments.

For a blanket sales order, this button is unavailable if at least one child order has been created for this order.

Deletes the selected payment.

This button is unavailable if the payment has been released and is assigned the Open status.

Opens the Create Prepayment dialog box, where you can create a prepayment document for the sales order.

This button is not available if the sales order has the Canceled status. If the approval of sales orders is configured in your system, this button is not available if the order has the Pending Approval or Rejected status.

If the MYOB Payments feature is enabled on the Enable/Disable Features (CS100000) form and you create a prepayment for a payment method that has Credit Card as the means of payment, the system fetches the total tax amount calculated for the document from the Tax Total box in the Summary area of the form. The system then calculates the subtotal amount and sends the data to the payment gateway. For details, see Level 2 Data Transmission During Card Payments.

For a blanket sales order, this button is unavailable if at least one child order has been created for this order.

Captures the pre-authorized payment or prepayment applied to the sales order. The system assigns the captured payment or prepayment the Open status.

The button appears on the form if the Integrated Card Processing feature has been enabled on the Enable/Disable Features (CS100000) form. The button is available if you have first selected a row with a pre-authorized credit card payment—that is, a row with Pre-Authorized in the Proc. Status column

You cannot click the Capture button to capture the following:

• A credit card payment that is applied to multiple sales orders or invoices. This credit card payment can instead be captured on the Payments and Applications (AR302000) form.

• A credit card payment with the Pre-Authorized in the Proc. Status column that has been partially transferred to an invoice. This credit card payment can instead be captured on the Applications tab of the Invoices (SO303000) form or on the Payments and Applications (AR302000) form.

Voids a pre-authorized or captured payment or prepayment that has been applied to the sales order. The captured payment or prepayment is assigned the Voided status.

The button appears on the form if the Integrated Card Processing feature has been enabled on the Enable/Disable Features (CS100000) form. The button is available only if you have first selected a row with a pre-authorized or captured credit card payment—that is, a row with Pre-Authorized or Captured in the Proc. Status column.

You cannot click the Void Card Payment button to void the following:

• A credit card payment with multiple applications to sales orders. This credit card payment can instead be voided on the Payments and Applications (AR302000) form.
• A credit card payments that has been partially transferred to an invoice—that is, the value of the Transferred to Invoice column is greater than zero for this row. This credit card payment can instead be voided on the Applications tab of the Invoices (SO303000) form or on the Payments and Applications (AR302000) form.

Opens the Import CC Payment dialog box, where you can enter an external credit card transaction to apply it to the sales order.

This button appears on the form if the Integrated Card Processing feature has been enabled on the Enable/Disable Features (CS100000) form. The button is not available if the sales order has the Canceled status. If approval of sales orders is configured in your system, this button is not available if the order has the Pending Approval or Rejected status.

Opens the Create Refund dialog box, where you can create a refund document for the order.

The Create Refund button appears if the sales order has a type with the RMA Order, Mixed Order, and Credit Memo automation behavior specified on the Order Types (SO201000) form. The button is available if the order has the Open status and the Allow Refund Before Return check box is selected on the General tab of the Order Types (SO201000) form for the order type of the sales order.

Deletes the selected refund.

This button is unavailable if the refund has been released and is assigned the Open status.

A user-defined description of the payment.

By default, the description of the sales order is copied to this box.

A check box that indicates (if selected) that a new card (that is, one that is unregistered in the system) will be used.

If the check box is selected, when you click the Authorize or Capture button in this dialog box, the Add Payment Authorize.Net-hosted form opens, where you fill in the customer’s credit card details; these details will be sent directly to the processing center via an encrypted channel.

A check box that indicates (if selected) that the credit card will be added to the list of the customer's credit cards on the Customer Payment Methods (AR303010) form.

This check box appears only if the Upon Confirmation option is selected in the Save Payment Profiles box on the Customer Classes (AR201000) form.

The reference number of the payment.

This box appears if the payment method selected in this dialog box does not have the Credit Card or POS Terminal means of payment specified.

The identifier of the plug-in used for integration with the processing center.

This box appears if the payment method selected in this dialog box has the Credit Card or POS Terminal means of payment specified.

The display name of the POS terminal that will be used for processing the payment.

This box appears if the payment method selected in this dialog box has the POS Terminal means of payment specified.

If you are creating a POS transaction for the first time and you select a terminal, such as Terminal 01, the system saves this value in the database for the current user account and defines it as the default terminal for the account. In subsequent sign-ins for this account, when you are creating a record on the current form, this default terminal will be automatically inserted in this box.

Creates the payment based on the settings you have specified in this dialog box and applies it to the sales order.

This button appears if the payment method selected in this dialog box does not have the Credit Card or POS Terminal means of payment specified.

Creates the payment based on the settings you have specified in this dialog box, applies it to the sales order, and then creates a transaction by authorizing and capturing the payment amount on the customer card. If the creation of the new transaction is successful, the system assigns the Open status to the payment.

This button appears if the payment method selected in this dialog box has the Credit Card or POS Terminal means of payment specified.

Initiates the credit card processing to secure the payment amount on the card, creates the payment with the Pending Processing status, and applies this payment to the sales order.

This button appears if the payment method selected in this dialog box has the Credit Card or POS Terminal means of payment specified.

The percent of the order's total that should determine the amount of the prepayment invoice.

If the Prepayment Required check box is selected on the Credit Terms (CS206500) form for the customer’s credit terms and a percent is specified in the Prepayment Percent box of that form, then this percent is specified in this box by default. If the Prepayment Required check box is cleared on the Credit Terms (CS206500) form for the customer's credit terms, then 100 is specified by default in this box. You can change the percentage to the needed one.

By default, the order's total is specified in this box if the Prepayment Required check box is cleared on the Credit Terms (CS206500) form for the customer's credit terms. If this check box is selected, then the amount calculated based on the prepayment percent specified in the credit terms is inserted in this box by default.

You can specify a value in this box manually. If you do, the system will calculate the percentage of the specified amount and insert it in the Prepayment Percent box. If you change a value in the Prepayment Percent box, the system calculates and inserts the prepayment amount accordingly.

A user-defined description of the prepayment.

By default, the description of the sales order is copied to this box.

A check box that indicates (if selected) that a new card (that is, one that is unregistered in the system) will be used.

If the check box is selected, when you click the Authorize or Capture button in this dialog box, the Add Payment Authorize.Net-hosted form opens, where you fill in the customer’s credit card details; these details will be sent directly to the processing center via an encrypted channel.

A check box that indicates (if selected) that the credit card will be added to the list of the customer's credit cards on the Customer Payment Methods (AR303010) form.

This check box appears only if the Upon Confirmation option is selected in the Save Payment Profiles box on the Customer Classes (AR201000) form.

The reference number of the prepayment.

This box appears if the payment method selected in this dialog box does not have the Credit Card or POS Terminal means of payment specified.

The identifier of the plug-in used for integration with the processing center.

This box appears if the payment method selected in this dialog box has the Credit Card or POS Terminal means of payment specified.

The display name of the POS terminal that will be used for processing the prepayment.

This box appears if the selected payment method has POS Terminal selected in the Means of Payment box on the Payment Methods (CA204000) form.

If you are creating a POS transaction for the first time and select a terminal, such as Terminal 01, the system saves this value in the database for the current user account and defines it as the default terminal for the account. In subsequent sign-ins for this account, when you are creating a record on the current form, the default terminal will be automatically inserted in this box.

Creates the prepayment based on the settings you have specified in this dialog box and applies it to the sales order.

This button appears if the payment method selected in this dialog box does not have the Credit Card or POS Terminal means of payment specified.

Creates the prepayment based on the settings you have specified in this dialog box, applies the prepayment to the sales order, and then creates a transaction by authorizing and capturing the payment amount on the customer card. If the creation of the new transaction is successful, the system assigns the Open status to the payment.

This button appears if the payment method selected in this dialog box has the Credit Card or POS Terminal means of payment specified.

Initiates the credit card processing to secure the prepayment amount on the card, creates a payment with the Pending Processing status, and applies the payment to the sales order.

This button appears if the payment method selected in this dialog box has the Credit Card or POS Terminal means of payment specified.

The reference number of the payment's original credit card transaction. If the payment has more than one transaction, the box is empty by default.

This box is mandatory if the Allow Unlinked Refunds check box is cleared in the Summary area of the Processing Centers (CA205000) form for the default processing center of the selected payment method.

The amount of the payment or prepayment to be applied to the order.

For a blanket sales order, this column becomes unavailable for editing when a child order is created for this blanket sales order, and part of the payment's amount is transferred to the child order.

The amount of a payment that was applied to a blanket sales order and then transferred to child orders.

This column appears on the form only for blanket sales orders.

• On Hold: This status indicates that the payment or prepayment has been created but it has not been saved yet which means that additions and changes can be made and order quantities do not affect the item availability.
• Pending Processing: This status indicates that the payment or prepayment has a credit card payment method and a credit card transaction in the Pre-Authorized status. The document maintains this status until the credit card transactions is captured, at which point the document status changes to Balanced.
• Balanced: This status indicates that the payment or prepayment can be released.
• Open: This status indicates that the payment or prepayment is released, but the application amount is less than the payment amount.
• Closed: This status indicates that the payment or prepayment has been released and closed (application amount is equal to the payment amount).
• Voided: This status indicates that the payment or prepayment has been voided.

The processing status of the credit card transaction.

This column appears on the form if the Integrated Card Processing feature has been enabled on the Enable/Disable Features (CS100000) form. The column is empty if the payment method of the payment or prepayment does not use credit cards.

The sum of all authorized credit card payments that have been applied to the sales order.

This box appears on the form if the Integrated Card Processing feature has been enabled on the Enable/Disable Features (CS100000) form.

The total amount of payments that were applied to a blanket sales order and then transferred to child orders.

This box appears on the form only for blanket sales orders.

The amount of the sales order that has not been refunded yet.

The box appears on the form only if the order type of the order has the Mixed Orders automation behavior.

The unbilled balance of the sales order, which is calculated as the sum of the unbilled line amounts (in the Unbilled Amount column on the Details tab), the unbilled amount of the freight price and premium freight price, and the unbilled amount of all taxes, minus all line, group, and document discounts of the order.

Required. The relational role of the associated record, which describes the way it relates to the sales order selected on the current form. The one-way Related Entity role is available for selection, as are bidirectional roles.

The Related Entity role indicates that the record in the row is related to the sales order selected on the form in some way that does not fit the other roles. When you select this role, you need to select the record type in the Type column and then select a particular record of the type in the Document column; the appropriate settings of the record are inserted in the row.

You can select any of the following bidirectional roles:

• Source: The record in the row is the one from which the relation comes.
• Derivative: The record in the row is the associated record selected for the relation.
• Parent: The record in the row is the primary record in the hierarchical parent-child relation.
• Child: The record in the row is the subordinate record in the hierarchical parent-child relation.

For a one-way role, the row that has the information about the relations is shown only on this tab of the current form.

For a bidirectional role, the row is shown on both this tab and the Relations tab of the creation form of the associated record (if the associated record has the Relations tab).

After a row with a relation has been added and the changes to the form have been saved, this column is unavailable for editing.

A check box that indicates (if selected) that the current row is considered the primary relation of the selected role.

This check box can be selected for multiple listed relations, but only one relation can be primary for each role.

This check box is informational; no system functionality is connected to its use.

Required. The type of the associated record.

This box contains one of the following options:

• AP Invoice: An AP invoice created on the Bills and Adjustments (AP301000) form
• AR Invoice: An AR invoice created on the Invoices and Memos (AR301000) form
• Business Account: A business account created on the Business Accounts (CR303000) form
• Campaign: A marketing campaign created on the Marketing Campaigns (CR202000) form
• Case: A case created on the Cases (CR306000) form
• Contact: A contact created on the Contacts (CR302000) form
• Customer: A customer created on the Customers (AR303000) form
• Employee: An employee created on the Employees (EP203000) form
• Expense Receipt: An expense receipt created on the Expense Receipts (EP301010) form
• Lead: A lead created on the Leads (CR301000) form
• Opportunity: An opportunity created on the Opportunities (CR304000) form
• Purchase Order: A purchase created on the Purchase Orders (PO301000) form
• Sales Order: A sales order created on the current form
• Sales Quote: A sales quote created on the Sales Quotes (CR304500) form
• Vendor: A vendor created on the Vendors (AP303000) form

After a row with the relation has been added and the changes to the form have been saved, this column is unavailable for editing.

The identifier or display name (or both) of the document (that is, record) related to the sales order. The lookup table includes the records of the type that is selected in the Type column of this row. Once this column has been filled in, the specified document becomes a link that you can click to open the record on its creation form in a pop-up window.

If the selected type is Customer or Vendor, the list of customers or vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. For details, see Visibility of Customer Records and Visibility of Vendor Records.

A brief description of the record whose identifier or display name is specified in the Document column of the table.

The system copies the description of the record to this column from the data entry form on which the record has been created. If the data entry form does not contain a description for the record, this column is empty.

The status of the record whose identifier or display name is specified in the Document column of the table.

The system copies the status of the record to this column from the data entry form on which the record has been created.

The owner of the record whose identifier or display name is specified in the Document column of the table.

The system copies the owner of the record to this column from the data entry form on which the record has been created. If the Owner box isn't filled in for this record or if the data entry form does not have this box, this column is empty.

The identifier of the business account associated with the associated record (if a record has the associated business account).

The specified identifier becomes a link that can be clicked to open the business account on the Business Accounts (CR303000) form in a pop-up window.

The name of the business account.

The name is inserted by the system if a business account is selected for the row.

The contact associated with the role (if the Type is Contact) or the contact associated with the record selected in the Document column.

The specified contact becomes a link that you can click to open the contact on the Contacts (CR302000) form in a pop-up window.

A check box that indicates (if selected) that the contact in this row should receive a copy of emails about the sales order.

If a bidirectional role is selected in the Role column of a row, on the Relations tab of the creation form of the associated record, the check box is cleared for the corresponding row that the system adds.

The date associated with the record specified in the Document column. By default, this column is hidden.

Depending on the type of record, this date can vary as follows:

• If the type is AP Invoice, AR Invoice, Expense Receipt, Purchase Order, Sales Quote, or Sales Order, the system inserts the document date.
• If the type is Campaign, the system inserts the campaign’s start date.
• If the type is Case, the system inserts the date the case was reported.
• If the type is any of the following, this column is left blank because the record has no associated date: Business Account, Contact, Customer, Employee, Lead, Opportunity, or Vendor.

When the system inserts a date in this column, it copies this date from the box that holds the record’s date on the data entry form where the record was created.

• Low: The order is unlikely to be fraudulent. This status corresponds to a risk score between 0% and 20%.
• Medium: There is a possibility that the order is fraudulent. This status corresponds to a risk score between 20% and 60%.
• High: The order is highly likely to be fraudulent. This status corresponds to a risk score between 60% and 100%.

The status of this box corresponds to the maximum risk score displayed for the order in the Score % column of table.

• Accept: There is a low risk that the order is fraudulent, so the order can be accepted.
• Investigate: There is a medium level of risk that the order is fraudulent, so the order must be reviewed before processing.
• Cancel: There is a high risk that the order is fraudulent, so you should cancel the order.

The freight cost calculated for the document.

This box does not appear for transfer orders.

A check box that indicates (if selected) that the freight rates are up to date. If the check box is cleared, the sales order was modified and the rates should be updated. This check box appears only if the Shipping Carrier Integration feature is enabled on the Enable/Disable Features (CS100000) form.

This check box does not appear for blanket sales orders.

A check box that indicates (if selected) that users can manually enter a freight price and select the price if this sales order meets either of the following conditions:

• The Shipping Terms box on the Shipping tab is empty.
• The shipping terms selected in the Shipping Terms box on the Shipping tab contain Sales Order in the Invoice Freight Price Based On box on the Shipping Terms (CS208000) form.

The system will preserve the manually entered Freight Price value in the sales order and will not recalculate the value if the quantity, extended price, or amount is modified in order lines.

This check box does not appear for blanket sales orders.

The document from which the system extracts data to calculate the freight price in the sales order invoice created for the current sales order.

The default value of this box is Shipment. If the shipping terms are selected in the Shipping Terms box of the Shipping Setting tab, the system fills in this box automatically, based on the value of the Invoice Freight Price Based On box on the Shipping Terms (CS208000) form.

This check box does not appear for blanket sales orders.

The freight amount calculated in accordance with the shipping terms. For details, see Freight Calculation.

This check box does not appear for blanket sales orders and transfer orders.

Any additional freight charges for handling the order.

This check box does not appear for blanket sales orders and transfer orders.

The tax category that applies to the total freight amount. By default, it is the tax category associated with the ship via code selected for the order.

This box does not appear for blanket sales orders and transfer orders.

The document total that is subject to VAT. The VAT taxable amount is displayed in this box only if the Include in VAT Taxable Total check box is selected for the applicable tax on the Taxes (TX205000) form. If the check box is cleared, this box is empty.

The sum of the amounts in the Ext. Price column of the Details tab for the lines with stock items or with non-stock items that have the Require Shipment check box selected on the Non-Stock Items (IN202000) form. These are the lines that have Goods for Inventory or Non-Inventory Goods specified in the Line Type column on the Details tab. This box contains the total amount before any deductions, such as discounts and taxes.

This box does not appear for transfer orders.

This box appears only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.

This box does not appear for transfer orders.

This box appears only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.

The sum of the amounts in the Discount Amount column in the lines on the Details tab.

The box does not appear for transfer orders.

The sum of the amounts in the Discount Amt. column in the lines with Group and Document type in the Type column on the Discounts tab if the Customer Discounts feature is enabled on the Enable/Disable Features (CS100000) form.

If the Customer Discounts feature is disabled on the Enable/Disable Features (CS100000) form, this box shows the discount that you manually enter in the Document Discounts box in the Summary area of the form.

The box does not appear for blanket sales orders and transfer orders.

Read-only. The estimated margin percent for the document.

The estimated margin percent is calculated according to the following formula.

Est. Margin (%) = (Order Net Sales - Order Costs)/Order Net Sales *100

The parameters used in this formula have the following meanings:

• For an order of a type with the Issue default operation:
  • Order Net Sales is the sum of the line amounts (with line, document, and group discounts applied and the inclusive tax amount excluded) plus the Total Freight Price (Totals tab) of the order with the inclusive tax amount excluded.
  • Order Costs is the sum of the line costs plus Freight Cost (Totals tab).
• For an order of a type with the Receipt default operation:
  • Order Net Sales is the sum of the line amounts (with line, document, and group discounts applied and the inclusive tax amount excluded) minus the Total Freight Price of the order with the inclusive tax amount excluded.
  • Order Costs is the sum of the line costs minus Freight Cost.

The value is calculated when one of the following conditions has been met:

• Lines have been added to the Details tab.
• The Shipping Terms or Ship Via code has been specified or changed (or both settings have been specified or changed) on the Shipping tab.
• Freight Price or Premium Freight Price has been specified or changed on the Totals tab.

Read-only. The estimated margin amount for the document, which is calculated according to the following formula: Order Net Sales - Order Net Costs.

The value is calculated when at least one of the following conditions has been met:

• Lines have been added to the Details tab.
• The Shipping Terms or Ship Via code has been specified or changed (or both settings have been specified or changed) on the Shipping tab.
• Freight Price or Premium Freight Price have been specified or changed on the Totals tab.

The quantity of the stock items not yet shipped according to the sales order. The unshipped quantity for each line is specified in the Open Qty. column.

This box appears only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.

The sum of unshipped amounts calculated for the lines with nonzero unshipped quantities of stock items. The unshipped amount for each line is calculated as the amount in the Ext. Price column (after Line-level discounts were applied) divided by the line quantity (the Qty. column) and multiplied by the unshipped quantity (the Open Qty. column). At the moment of order creation when no item quantities are shipped, the amount is equal to Goods; this total does not include any freight amount.

This box appears only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.

The quantity of stock and non-stock items that were not yet billed.

This box does not appear if the selected order is a transfer order.

The unbilled balance of the sales order, which is calculated as the sum of the unbilled line amounts, the unbilled amount of the freight price and premium freight price, and the unbilled amount of all taxes, minus all line, group, and document discounts of the order.

This box does not appear if the selected order is a transfer order.

The total amount that has been paid for this sales order.

This box does not appear if the selected order is a transfer orders.

The unpaid amount of the sales order. When the order is created, this amount is equal to the total amount of the order in the Order Total box in the Summary area.

This amount is decreased by the amount of the payments created for the order or applied to the order on the Payments tab and by the amount of invoices on the Invoices (SO303000) form that are prepared for the order. The amounts of payments and invoices are not summed. For example, if two payments with a total amount of 700 have been created for the order and three invoices with a total amount of 500 have been prepared for the same order, the unpaid balance of the order will be decreased by 700.

If the Advanced SO Invoices feature is enabled on the Enable/Disable Features (CS100000) form and the sales order lines have been added to an invoice created on the Invoices (SO303000) form, the unpaid balance of the sales order will be decreased by the invoice amount only after the release of this invoice.

The unrefunded amount of the order.

The box appears on the form only if the order type of the order has the Mixed Orders automation behavior.

When a credit memo for the unrefunded amount is generated, the unrefunded balance becomes 0.

The Invoices for Sales Orders (SO4050SP) inquiry form, which shows a list of the financial documents linked to the sales order and to the orders related to the selected sales order.

For example, for a return order that was created for a sales order, the system will display the credit memo related to the return order and the invoice related to the sales order. If the selected order is a blanket order, the financial documents related to its child orders are displayed. If the selected order is a blanket order, the financial documents related to its child orders are displayed.

This tab is not displayed if the selected sales order has a type with the Transfer Order or Quote automation behavior.

The Customer Details (AR402000) inquiry form, which shows the details of the customer specified in the order selected on the form.

This tab is not displayed if the sales order has a type with the Transfer Order automation behavior.

The Return Documents Related to Sales Order (SO4010SP) inquiry form, which shows the selected sales order's related return orders, their related shipments, and return invoices. The form also shows AP documents for drop-ship returns.

The Related Return Documents tab is hidden in the side panel if the selected sales order has a type with any of the following automation behaviors specified on the Order Types (SO201000) form:

• Quote
• Blanket Order
• Transfer Order
• Credit Memo
• RMA Order if the Issue operation is inactive for the order type

If the order type has the Issue and Receipt active operations, the form shows information about only lines with the Issue operation.