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IN Line
Enter sales order line detail when the sales order header is entered and saved.
Options Reference
Each option and field on the form is described below. Mandatory options and fields are highlighted in red.
Inventory Line Items
You can only enter lines for inventory items that have a status of active or active, do not allow purchases. You can't select items that are inactive, or have a status of active, do not allow sales.
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 that line number.
Re-number
Use this option to renumber a sales order line. Click on the line you want to re-number, enter the number you want to change it to in the Line # field, then click Re-number. The line will move within the table when it is renumbered, and all other lines will renumber using the change.
Line Type
Select the line type Inventory to enter an inventory 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.
Inventory Item Detail
Code
Enter or select the inventory item for the sales order line.
Description
The default value is the item description when the code is entered. Alternatively, you can select the inventory item by entering a description.
Tran Type
This is the transaction type that are applied to the invoice transaction. The default comes from Customer Maintenance - Integration.
Location
This is enabled if locations are in use. If primary locations are in use, this uses the hierarchy outlined in Inventory Location Hierarchies. If primary locations are not in use, and the SO Control option Default Locations is selected, it defaults to the location entered in the sales order header.
Otherwise, the field will be blank, and enter the location. You can change the location to any other location as long as there is inventory available to meet the required quantity.
UOM
The default value is the selling unit of measure of the selected item, though you can change it to any valid unit for the item.
Price Bk
The price book is taken 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 takes the price book from IN Control. You can change the default.
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 is in read-only format.
Price History
Click this button to activate the Price History form.
Sales History
Click this button to activate the Sales History form
Stock Status
Click this to activate the Item Inventory Status form. This displays a summary of item balances and is presented in the same format as the information displayed on the Inventory Item Maintenance Main form.
Line Details
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. See Insufficient Inventory Available for details about options that are presented when the quantity available is less than the quantity required.
Price
The default value is the sales order line using the selected item and the hierarchy outlined in Inventory Price Hierarchy. The price uses the currency for the sales order customer. If the field is visible and the user is allowed to edit it, you can change the value
If mark-ups
and margins are not in use, you can select the SO User Preference option
Warn on selling price not found
to ensure Greentree warns you if it can't find a valid selling price to
default to the order line.
Hold Price
The default value is true if the SO Module Control Hold Price option is selected. If you select this option, the price of the line when you enter it is retained for the life cycle of the sales order. If the price for an item changes before invoicing (for example, a markup pricing structure is in use, and the item's cost has changed), it will have no effect on the sales order line or invoice.
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 %
The default value is true if you select the SO Module Control Hold Discount option. If you select this option, the discount of the line when you enter it is retained for the lifecycle of the sales order. If the discount value for an item changes before invoicing, it will have no effect on the sales order line or invoice.
Disc Amt
This field will calculate to a dollar value using the discount percentage entered in the line. You can edit this amount, and the Discount % field recalculates to the percentage of 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 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.
Delivery Date
Enter the date by which the order line must be delivered. Packing slips are generated based on this date.
Narration
Enter a narration of up to 14000 alphanumeric characters. The narration 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 SO 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. Entering a quantity triggers the linking process. You must enter the narration before the quantity to transfer it to the appended/new purchase order. |
Est Dimension
This field is visible only if the IN Control option Use variable weights is selected.
Qty BO
This field displays the backorder quantity of the sales order line. This will only be applicable if backorders are allowed for both the company and the selected customer. Greentree can determine the quantity based the selection of an option to put the line on backorder, or you can enter a value directly into this field, where the quantity to backorder is being determined by the user.
BO Priority
This is taken from the customer, but it may be overridden.
Cost
This is taken from the Inventory Item Cost Maintenance form to the cost of the line item.
The default value is true if the SO Module Control Hold Cost option is selected. If you select this option, the sales order line cost will be used to credit the Cost of Goods Sold G/L account when the issue transaction is created.
If you don't select this option, the item's current cost is used to credit the COGS account. This may differ from the sales order line cost if the item cost has changed between the time of sales order entry and the inventory issue G/L posting
When this feature
is in use, any variance between the item's current system cost and the
held cost is posted to the Cost of Sales Variance Account specified in
General Ledger Module Control.
The hold cost feature also integrates with the SO-PO linking process. The price that defaults to new purchase order lines created during SO Entry is the sales order line cost if the cost is held and the Purchase Orders Module Control option Use SO line held cost for linked price is selected.
Otherwise, the purchase order line price uses the item cost hierarchy.
GP%
This is a system calculated field displaying the gross profit percentage of the line. It is calculated using the cost, selling price and discount values.
GP
This is a system calculated field displaying the gross profit value of the line. It is calculated using the cost, selling price and discount values.
Save Line
If you use the Line Item form to enter sales order lines, rather than entering them directly into the table, you must use 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 entire 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. This option can be selected to view or edit (where applicable) cancellations associated with the line.
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You can't cancel orders or lines if the SO Preference option Allow cancelling of order/lines is not selected. |
Integration With Other Greentree Module Features
Kitset
This button is enabled if you are positioned on a sales order line for an item that is a kitset item. Click it to view or edit kitset details for the line.
Serial/Lot
This button is enabled if you are positioned on a sales order line for an item that is serial or lot controlled. Click it to view or edit serial/lot details for the line.
Dimensions
This button is enabled if you are positioned on a sales order line for an item that is dimension controlled. Click it to view or edit dimension details for the line.
PO/FO Link
If you are positioned on a sales order line for an item that has linked purchase orders or factory orders, or want to create a link, click this button to view details of the link.
Right Mouse Line Options
When you are on a sales order line within the table, you can right-click the mouse to access options specific to the line. These include:
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. 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. You can select this option to view or edit cancellations of the line.
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You can't cancel orders or lines if the SO Preference option Allow cancelling of order/lines is not selected. |
Kitset
This option provides access to the same information as the Kitset button on the Line Item tab.
Serial/Lot
This option provides access to the same information as the Serial/Lot button on the Line Item tab.
Dimension
This option provides access to the same information as the Dimensions button on the Line Item tab.
PO Link
This option provides access to the same information as the PO Link button on the Line Item tab.
FO Link
This option provides access to the same information as the FO Link button on the Line Item tab.
Re-number
Use this option to renumber the line within the table by overriding the existing number in the left hand column of the table, and then applying the renumber function.
Price History
Select this option to open the Price History form.
Sales History
Select this option to open the Sales History form.
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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.Next Steps
There are a number of ways sales order lines can progress through to invoicing, depending on the status of the order line, and the function that is in use.
- Packing Slip Maintenance
- Finalise Packing Slips
- Release Backorders/Forward Orders
- Generate Invoices
- IN Item Maintenance
- SO Entry - Price History
- SO Entry- Sales History
- Sales Orders & PO Linking
- Sales Orders & FO Linking
- Sales Orders & Kitsets
- Sales Orders & Serial/Lot Control
- Companion Codes
- Supercessions
- Variable Dimensions
- Insufficient Inventory Notification