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NS Line

You can enter sales order line details when the sales order header has been entered and saved. You can enter details into the line item form or into the table.

Options Reference

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

Non Stock Line Items

Enter non-stock lines into a sales order to include a cost that is related to the order, such as freight, insurance, and the like. The lines flow through to the packing slip and the invoice, and print on related documents. When the accounts receivable invoice is generated, the general ledger sales account of the non-stock code is credited with the line value.

Generic Line Details

Line #

This field displays the line number of the line you are entering, viewing, or editing.

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 new number in the Line # field, then click Re-number. The line moves when it is renumbered, and all other lines will renumber using the change.

Line Type

Select the line type Non-Stock Code to enter a non-stock line.

Tax Type

This indicates whether line totals displays inclusive or exclusive of tax. The default comes from the AR Module Control form.

Tax Code

The default value is the line using the tax code hierarchy.

Status

This field displays the status of the selected line in read-only format.

Non-Stock Code Detail

NS Code

Enter or select the non-stock code for the sales order line. You can select from any code previously defined on the AR Non-Stock Sales Code Maintenance form.

Description

The default value is the description of the non-stock code when the code is selected. You can also use this field to select the non-stock code by entering a description.

SubCode

This is a free format code, up to six characters that enables you to add another level of analysis when you enter a transaction. You can sort transactions on this column when viewed in general ledger enquiry mode.

GL Account

The default value is the sales general ledger account of the selected non-stock code. The description of the general ledger account also displays the form.

Line Details

Qty

Enter the quantity required of the non-stock item.

Price

The default value is the selling price of the non-stock item. If the field is visible and you can edit it, you can change the value.

Hold Price

This option does not apply to non-stock 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.

Hold Disc %

This option does not apply to non-stock lines.

Disc Amt

This field calculates a dollar value using the discount percentage entered in the line. If you change the value, the Disc % field recalculates to the percentage of the dollar value entered here.

Tax %

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

Note: If you change the tax value, this percentage updates.

Tax

Greentree calculates the tax using the tax percentage. You can enter an amount only if the option to Allow tax rate/amount change is selected for the code on the Tax Code Maintenance form.

Note: This percentage updates if you change the tax value.

Line Total

This field displays the line total in read only format.

Delivery Date

Enter the date by which the order line must be delivered. Packing slips can be generated based on this date.

Narration

Enter a narration, up to 14,000 alphanumeric characters. If you enter a narration, it prints on the packing slip beneath the line detail.

Note: 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 purchase order line narration. This only occurs if the Sales Order narration column (in the line entry table) is relocated to a position prior to the quantity column. Entering a quantity triggers the linking process, so enter the narration before the quantity to transfer it to the appended/new purchase order.

Save Line

If you use the Line Item form to enter sales order lines rather than entering them into the table, you must 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. The Cancel Order Line form displays. You must select a reason code for the cancellation and the quantity to cancel.

Note: You cannot 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 position in Type field, you can right click to access options specific to the line. These include:

Order Line Status

Select this option to view information about line quantities and values. The same information is accessible by clicking the ? button beside the Status field on the line item form header.

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 on the SO Status Definition Maintenance form), and the quantity you want to cancel.

Note: 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 in the table, change the existing number in the left hand column of the table, and then apply the renumber function.

Note: You can delete a sales order line by pressing Shift-F2 or clicking the trash can delete icon while on the line. You can only do this if the line has not progressed beyond sales order entry.