Use this subtask to issue and process components for each sales order line in the main screen table window. This subtask is active only if "Y" is displayed in the Process Components column in the main screen table window. In addition, you can clone this data if the sales order has been cloned.
The non-editable information in these fields defaults from the main screen.
Use this table window to assign components to the item in the selected sales order line. If the sales order line item is an MBOM assembly, select the Autoload BOM pushbutton to populate the table window with the component parts assigned to the MBOM in the Maintain MBOM screen in Costpoint Bills of Material. Components will not load if the Comp Type field is "D" (Deleted) or the Quantity is zero in the Maintain MBOM screen.
This column displays the system identifier of the component lines for the sales order line. It is a sequential number assigned by the system to track the line items of the sales order. The system supports an unlimited number of lines on a sales order.
Enter, or use lookup to select, the component item associated with this sales order line item. Parts, goods, and services are allowed.
When you enter a valid item, this field displays the latest revision. You can change the data in this field to an earlier revision number if part revisions are being used.
This non-editable field displays the description of the Component Item.
This non-editable field displays the default unit of measure of the Component Item. Component quantities should be expressed in terms of this unit of measure.
Enter, or use lookup to select, the product option item that can be used in place of a given item that has already been loaded into the table window in the main screen. This is an optional field. If you select an item, all price information will load onto the line, and SO line price changes will be reflected when you select the Recalculate pushbutton.
This column is similar to the line types at the line level in the main Enter Sales Orders screen. However, if you are not issuing at the component level (i.e., the Process Components field is "Y" but the Issue Components field is "N" for the SO line), the line type will always be set to "INO" (Invoice Only). If both the Process Components and Issue Components fields are "Y" and the Line Type is "INO" (Invoice Only) for the SO line, you must manually populate the component's Line Type. You can set up a default line type for an item (or CLIN) in the Set Up Product Price Catalogs screen, the Set Up Item Billings screen (both in Costpoint Product Definition), and the Project Unit Pricing screen (in Costpoint Project Setup). The pricing method you choose will determine which line type default will be provided for the item. If the component item is not referenced for the pricing project or catalog, or the component item's SO Item Type is null in the Set Up Item Billings screen, the SO line's Line Type value will default for the component line. Similarly, if you select the Autoload BOM pushbutton (and the Item is an MBOM assembly), each component's Line Type will default if it exists in the item billing setup, pricing project or catalog. Otherwise, the SO line's Line Type value will default if the component's Line Type does not exist. "REC" (Recurring) line types are not allowed. The following line types are supported:
"INO" (Invoice only) line type items are considered eligible for invoicing as soon as the sales order is approved. The items can be considered services, such as maintenance agreements or leases, which do not require a material issue transaction. Invoice line types have no interface with material movement. The cost of sales journal entry will be posted to the general ledger through the Sales Order Journal.
"INT" (In-Transit) line type items are not pulled from inventory and can be purchased from a vendor, received, and then shipped to the customer. You must enter an issue transaction and a shipping transaction before you can generate an invoice. The cost of sales journal entry will be posted to the general ledger through the Sales Order Journal.
"INV" (Inventory) line type items are pulled from stock or inventory, shipped to the customer, and subsequently invoiced. For inventory type lines, you must enter an issue transaction and a shipping transaction before you can generate an invoice for the items. The cost of goods sold journal entry will be posted to the general ledger through the Inventory Journal.
"DRP" (Dropshipment) line type items are shipped directly to the customer from a vendor. You can record receipt of the items in Costpoint Purchasing and Costpoint Receiving, and then enter an issue transaction in Costpoint Sales Order Entry. You must enter an issue transaction for this line type before you can generate an invoice. The cost of sales journal entry will be posted to the general ledger through the Sales Order Journal.
Enter the sales order quantity for the line item. This field is required for all line types except the miscellaneous type. Fractional quantities are supported and the maximum quantity can be 99,999,999.9999. You cannot enter negative order quantities. If you select the Autoload BOM pushbutton and the component's Qty Type is "A" (Per Assembly) in the Maintain MBOM screen, this field will be calculated as Quantity (for the component in the Maintain MBOM screen) x the SO line's Order Quantity. If the component's Qty Type is "O" (Per Order) in the Maintain MBOM screen, this field will display the component's Quantity as it appears on the MBOM.
This field is used by component processing and displays how much to increase or decrease a SO line unit cost when a particular option is selected.
This field displays the price type of the component/line item. Product option prices can be Upgraded ("U"), Added-on ("A") to an established price, or Manually overridden ("M"), and are maintained in the Set Up Product Options screen in Costpoint Product Definition.
This field displays the incremental extended price amount of the selected component/line item. The value in this field is calculated as Order Quantity x Trans Currency Incremental Unit Price. When you select the Recalculate pushbutton, the value in this field is added to the Gross Unit Price for the SO line in the main screen.
The need date defaults from the order, and you can modify it in this screen.
Enter, or use Lookup to select, the inventory abbreviation associated with this line item. The inventory abbreviation is required only for "INV" (Inventory) line types. This field will display only if Issue Components displays "Y" (Yes) in the main screen table window.
Enter, or use Lookup to select, the planner assigned to this component/line item.
Enter, or use Lookup to select, the bill of material configuration ID. This is used only when exploding Bills of Material (BOM) requirements for a part SO line. You can use the configuration ID to specify a unique bill of material for the specified part.
This defaults from the order date and can be changed.
This field displays the quantity of this item to be issued. The maximum issue quantity is 9,999,999,999.9999.
This field displays the net available quantity of the item/component.
This field displays the on-hand quantity of the item/component.
This field displays the requisition of the item/component.
This field displays "Y" (Yes) or "N" (No) to indicate whether a purchase requisition has been generated for this sales order line through the Create Requisitions from Sales Orders process. This field is updated by the system and cannot be changed.
After you have entered all sales order data and saved the order, the system displays the following when one of the approval processes is used: "Do you wish to submit the sales order for approval? Submitting for approval prevents further changes from this function unless the sales order is rejected."
Once submitted, the sales order begins the designated approval process in which approval or rejection status is assigned in the Approve Sales Orders screen.
If the Item is an MBOM assembly (in the Maintain MBOM screen in Costpoint Bills of Material), select this pushbutton to perform a one-level system BOM explosion of the sales order line item and load the results for each component line assigned to the MBOM. Components that are out of effectivity or have a zero quantity in the BOM will not be loaded. Phantom parts will be handled as normal components.
Select this pushbutton to recalculate the net unit price and extended price amount of the sales order line by the following process:
The system determines the unit cost of the sales order line item per the Project and/or Catalog field settings in the Pricing group box. If a price cannot be found, you can either continue using the current sales order line's Gross Unit Price for the calculation or cancel.
The system multiplies the Gross Unit Price by the sales order line Order Quantity.
The system adds the incremental extended price amount to the Gross Unit Price for each component line, and then multiplies that by the sales order line Order Quantity.
The system divides the new sum by the sales order line quantity (order U/M) to determine the SO Line Unit Price.
The system recalculates the tax amounts and total amounts for the component line and sales order line.
If you add or delete a component line where the incremental price is not zero or the price on a component line changes, this line will be flagged as possibly needing recalculation. If you attempt to save without recalculation, a warning message will appear.