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GL Line
You can enter sales order line details after entering and saving the sales order header.
Options Reference
Each option and field on the form is described below. Mandatory options and fields are highlighted in red.
General Ledger Line Items
Enter general ledger lines into a sales order to capture a cost that is related to the order, such as freight, insurance, and the like. This cost may or may not be passed on to the customer, depending on whether a price is entered into the line.
The lines will flow through to the packing slip and the invoice, and print on related documents. When you generate an AR invoice, the general ledger account is credited by the line value.
You cannot
enter a sales order line for a general ledger account that is marked Ready for Deletion.
Generic Line Details
Line #
This displays the line number of the line you are currently entering, viewing, or editing.
Go
If a sales order has a large number of lines, you can enter a line number in this field and click Go to move to the line number.
Re-number
Use this option to renumber a sales order line. Click on the line you want to renumber, and enter the number you want to change it to in the Line # field. Then, click Re-number. The line moves within the table when it is renumbered, and all other lines renumber using the change.
Line Type
Select the line type General Ledger to enter a general ledger line.
Tax Type
This indicates whether line totals displays inclusive or exclusive of tax. The default comes from AR Module Control.
Tax Code
The default value is the sales order line using the tax code hierarchy outlined in Other Greentree Hierarchies.
Status
This displays the status of the selected line in read-only format.
General Ledger Account Detail
Account
Enter or select the general ledger account for the sales order line.
Description
The default value is the description of the general ledger account when the account is entered. You can also use this field to select the general ledger account by entering a description.
Short Code
The default value is the short code of the selected general ledger account. You can also use this field to search for a general ledger account. The account and description is based on your selection of an account from the dropdown list.
Qty Account
This field is read-only and displays a tick if the selected account is a Quantity Account.
Unit Description
This field is enabled if the selected account is a Quantity Account. It displays the unit description for a quantity account.
Subcode
This is a free format code of up to six characters that enables you to add another level of analysis during transaction entry. Transactions can be sorted on this column when viewed in general ledger enquiry mode. The GL Transaction Listing report also has a checkbox which allows transactions within a general ledger account to be grouped and sub-totalled by subcode.
Line Details
Qty
If the selected general ledger account is a Quantity Account, enter a quantity here.
Price
Enter the price of the general ledger account line.
Hold Price
This option does not apply to general ledger lines.
Disc%
The default value is the Invoice discount percentage of the customer selected in the sales order header. If the field is visible and you can edit it, you can change the value.
Hold Disc %
This option does not apply to general ledger lines.
Disc Amt
This field will calculate to a dollar value using the discount percentage entered in the line. If you change the value, the Disc% field recalculates to the percentage for the dollar 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.
If the tax
value is overridden, this percentage updates.
Tax
Greentree calculates tax using the tax percentage, although you can enter a manual amount as an change only if the option to Allow tax rate/amount change is selected for the code in Tax Code Maintenance. The tax percentage will recalculate using the tax value entered here.
Line Total
This displays the line total in read only format.
Narration
Enter a narration of up to 14000 alphanumeric characters. If a narration is entered, it prints on the packing slip beneath the line detail.
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If SO-PO linking is in use and a purchase order is linked to the sales order line, a feature is available to default the sales order line narration to the corresponding PO line narration. This will only occur if the SO narration column (in the line entry table) is relocated to a position prior to the quantity column. This is because the entry of a quantity triggers the linking process, so the narration must have been entered before the quantity in order for it to be transferred to the appended/new purchase order. |
Save Line
If you use the Line Item form to enter sales order lines, rather than entering them directly into the table, click this button to save the line before entering the next line.
Cancel Line
Click this button to cancel all or part of a sales order line. You can also press Shift-F2 to delete the line. The Cancel Order Line form displays and you must select a reason code for the cancellation (from one of the pre-defined Cancel Reason codes set up in SO Status Definition Maintenance), and the quantity you want to cancel (relevant only if the account is a Quantity Account.).
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You can't cancel orders or lines if the SO Preference option Allow cancelling of order/lines is not selected. |
Right Mouse Line Options
When you are positioned on a sales order line within the table (position in Type field), you can right-click the mouse to access options specific to the line:
Order Line Status
Select this option to view information about line quantities and values.
Cancel Line
Click this button to cancel all or part of a sales order line. You can also press Shift-F2 to delete the entire line.
The Cancel Order Line form displays and enter a reason code for the cancellation (from one of the pre-defined codes set up in SO Status Definition Maintenance), and the quantity you want to cancel (relevant only if the account is a Quantity Account.). You can select this option to view or edit (where applicable) cancellations of the line.
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You cannot cancel orders or lines if the SO Preference option Allow cancelling of order/lines is not selected. |
Re-number
To renumber the line within the table, change the existing number in the left hand column of the table, and then apply the renumber function.
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You can delete
a sales order line by pressing Shift-F2 or clicking
the |
icon while
on the line. However, you can only do this if the line has
not progressed beyond sales order entry.