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IN Line

Use this line type for the sale of inventory items where the Inventory module is in use.

The transaction type used in the line determines the transaction effect on how item balances update. If the Sales Order module is in use, invoices for inventory lines will be generated (from the sales order or packing slip). In this case, the inventory on hand balance is reduced when the item is picked and confirmed.

Inventory unit prices default to invoice lines directly from the Inventory module, though they may be overridden when the invoice line is entered.

Information If an invoice is generated from the SO module, the AR Module Control option Invoices from sales orders read only will determine whether the invoice can be subsequently edited or not.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Line type

Select the Inventory line type.

Tax type

This is taken from the Customer, but you can change it. It determines how tax displays and calculated on the line. If Inclusive is selected, Greentree assumes the price entered into the line is inclusive of tax, and calculate the tax and total values.

If Exclusive is selected, the system assumes the price entered into the line is exclusive of tax, and calculate the tax and total values.

Tax code

This uses the hierarchy outlined in Tax Code Hierarchies. You can change this only if the option to Allow tax rate/amount change is selected for the code in Tax Code Maintenance. It determines the tax percentage associated with the line so a tax value can be calculated.

Code/Description

Select the inventory item using either the item code or description. The inventory general ledger account of the item is the account that will be credited when the invoice line is saved.

Location

This field is enabled only if locations are in use for inventory items. This represents the location the item is dispatched from. You can change it from the default.

Tran type

This is taken from the Customer, but you can change it. The transaction type determines what the effect on inventory will be how item balances update) when the line is saved.

Price book

The price book defaults to the line from the Customer, or from one defined in IN Default Price Book Maintenance if IN Advanced Pricing is in use and alternative price books have been defined. If no price book can be found, Greentree defaults the price book from IN Control. You can change the default.

Unit of measure

The default value is the selected items selling unit of measure. You can change this if necessary. The line price is based on this unit. Greentree converts line quantities back to the item's stocking unit of measure for updating the inventory balances when the invoice line is saved.

Text type

You can select a text type from one assigned to the inventory item associated with the line. If selected, any text of the text type defaults to the line narration. If the text type option Allow editing of text at entry time is selected, you can edit the text that defaults to the narration, otherwise it defaults in read-only format.

On order

This displays the current on-order quantity for the selected item.

This field is read only.

Kitset

Click this button to view or edit kitset components if the item is a non-stocked kitset parent.

Dimensions

Click this button to view or edit dimension details if the item is dimension controlled.

Serial/Lot number

Click this button to view or edit serial/lot details if the item is serial/lot controlled.

Qty

Enter the quantity required of the selected inventory item. Greentree will perform a check to determine whether there is sufficient inventory to meet the requirement. If the quantity required is greater than the item's current quantity available, the user may be prompted with insufficient inventory options.

Price

The default value is the invoice line using the selected item and the hierarchy outlined in Inventory Price Hierarchy. The price uses the currency for the invoice customer. The value may be overridden based on user security parameters.

Discount %

This displays using the Customer Default invoice discount, but you can change it. The line discount value is calculated based on this percentage.

Information If the discount value is overridden, the percentage updates.

Discount

Greentree calculates this using the discount percentage, although a manual amount can be entered as an override. If this occurs, the discount percentage will recalculate using the discount value entered here.

Tax %

This displays using the tax code selected for the line, although you can change it only if the option to Allow tax rate/amount change is selected for the code in Tax Code Maintenance. The line tax value is calculated based on this percentage.

Information If the tax value is overridden, this percentage updates.

Tax

Greentree calculates this using the tax percentage, although a manual amount can be entered as an change only if the option to Allow tax rate/amount change is selected for the code in Tax Code Maintenance. If this occurs, the tax percentage will recalculate using the tax value entered here.

Total

This field is calculated by Greentree Desktop. using the formula [quantity x price] less discount value.

Narration

Enter an unlimited narration for the line. If a narration is entered for the first line, it will also default to the second and subsequent lines. However, you can change or delete it, and the narration for subsequent lines uses the edit. This narration prints on the AR Invoice.

Add line

Click this button to save the current line if you are entering using the form, and continue to enter a new line.

If the any of the Transaction Analysis modules are in use, you can also need to assign branch(es) to transaction trees while entering this type of transaction.

Inventory Item Sub-Modules:

Additional detail is required during transaction entry if an item is a kitset parent, is serial/lot and/or dimension controlled, and also where variable dimensions are in use.