SALES ORDER LINES

Use this subtask to view detailed information for individual lines of a selected sales order including issues, shipping information, and invoices. The fields in this subtask default from the Manage Sales Orders screen.

Sales Order

This field displays the sales order ID for the selected line.

Status

This field displays the status of the sales order.

Customer

These fields display the customer from the Manage Sales Orders screen.

Trans Currency

This field displays the transaction currency of the sales order line item.

Table Window

SO Line

This field displays the sales order line number.

Type

This field displays the sales order line type. Valid types are:

• DRP (Dropshipment)

• INO (Invoice Only)

• INT (In Transit)

• INV (Inventory)

• MSC (Miscellaneous)

• REC (Recurring)

CLIN

This field displays the contract line identification number from the sales order.

Item

This field displays the ID number of the item selected on the sales order.

Item Rev

This field displays the item's latest revision number.

Description

This field displays the description of the item entered on the sales order.

Part Security

This field is visible only if the Use Part Data Security Controls check box is selected on the Configure Product Definition Settings screen, which indicates that the item is subject to data security restrictions, as defined in the International Traffic in Arms Regulations (ITAR) or the Export Administration Regulations (EAR).

If enabled, this field displays one of the following values to indicate whether the item you are accessing is subject to part data security restrictions and whether you have the necessary authorization to access information for that item:

• Unrestricted— The item is not subject to data security restrictions.

• Restricted— The item is subject to data security restrictions and that you are authorized to access detailed part information.

• ***UNAUTHORIZED***— The item is subject to data security restrictions and that you are not authorized to access or view part information. This value is displayed in red background color.

If you are unauthorized to access parts or revisions that are subject to data security restrictions, then you will not be able to create or edit SO lines for that restricted part/revision. In addition, you will not be able to view Line Documents, Substitute Parts, and Manufacturer/Vendor part information for those restricted items.

Misc Type

This field displays a miscellaneous charge type code for MSC (miscellaneous) sales order line types. Create and define these codes on the Manage Line Charge Types screen.

Sales U/M

This field displays the unit of measure for the item on the sales order line.

Due Date

This field displays the date by which the sales order line item has been promised to the customer.

Desired Date

This field displays the date by which the customer would like delivery of the sales order line item.

Qty Ordered (Sales U/M)

This field displays the number of items ordered on the sales order line.

Volume Rate Discount

This field displays the volume discount (if one is given), expressed as a percentage, from the item selected on the sales order line.

Net Unit Price

This field displays the net unit price (the difference of gross unit price and volume discount) of the item on the sales order line.

Ext Amount

This field displays the total extended amount (the product of quantity ordered and net unit price) of the sales order line.

Line Charges

This field displays the total amount of line charges, if any, for the item on the sales order line.

Sales Tax/VAT

This field displays the total tax amount (item and line charges) for the item on the sales order line.

SO Line Total

This field displays the total amount (the sum of extended amount, line charges, and sales tax) for the item on the sales order line.

Trans Currency

This field displays the transaction currency of the sales order from the Manage Sales Orders screen.

If you use Multicurrency, all applicable column headers contain the prefix "Trans Currency;" otherwise, Costpoint does not display the Trans Currency fields.

Trans Currency Net Unit Price

This field displays the net unit price of the item from the Manage Sales Orders screen. You can modify this field on the main table window of the Manage Sales Order screen. This is the price of one unit of the item after any volume discounts have been applied. Costpoint derives the net unit price from the gross unit price and applicable volume discount percentage if they have been entered.

Trans Currency Ext Amount

This field displays the extended price amount. Costpoint calculates this field as the product of Trans Currency Net Unit Price and Qty Ordered. If modifications are required to the extended price amount, you must make them in the Manage Sales Orders screen.

Trans Currency Line Charges

This field displays the cumulative price of the line charges of the sales order. Maintain this information on the Line Charges subtask of the Manage Sales Order screen.

Trans Currency Sales Tax/VAT

This field displays the sales tax/VAT amount when the Tax column is set to Y (Yes) on the Manage Sales Orders screen. Cospoint calculates this as the product of Trans Currency Ext Amount and Tax Rate for the sales order line.

Trans Currency SO Line Total

This field displays the total amount of the sales order line item in the specified transaction currency from the Manage Sales Order Screen.

Req Id

This field displays a requisition number, if a requisition has been created from this sales order line.

Quote

This field displays the quote number, if applicable, for the sales order line. Enter this value on the Customer Details tab of the Manage Sales Orders screen.

Qty Issued

This field displays the number of items that have been issued from inventory to fill the sales order line.

Qty Shipped

This field displays the number of items that have been shipped to the customer.

Qty Invoiced

This field displays the number of items that have been invoiced.

Entry User

This field displays the user ID of the person who entered the sales order line.

Subtasks