SALES ORDER LINES

Use this subtask to view detailed information for individual lines of a selected sales order including issues, shipping information, and invoices.

SO

This field displays the sales order ID.

Release

This field displays the sales order release number.

Type

This field displays the only available header type code, "S" (Sales order). Other codes will display when options such as change orders, blanket orders, and release orders are added in a future version of Costpoint.

Status

This field displays the sales order status.

Customer

These fields display the customer's ID and name from the sales order.

Project

This field displays the project ID, if selected on the sales order.

Catalog

This field displays the catalog ID, if selected on the sales order.

Table Window

If you are using Costpoint Multicurrency, the applicable fields will contain the prefix "Trans Currency" and amounts will be listed as specified. If you are not using Costpoint Multicurrency, these fields will be hidden.

Line

This field displays the sales order line number.

Type

This field displays the sales order line type: "DRP" (Drop Shipment), "INO" (Invoice Only), "INT" (In-Transit), "INV" (Inventory), "MSC" (Miscellaneous), or "REC" (Recurring).

CLIN

This field displays the Contract Line Item Number (CLIN) 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.

Misc Type

This field displays a miscellaneous charge type code for miscellaneous sales order lines ("MSC" line types). Create and define these codes in the Sales Order Line Charge Types screen.

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.

Qty Ordered

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

Net Unit Price

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

Ext Amount

This field displays the total extended amount (quantity ordered x 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 sales tax/VAT amount (item and line charges) for the item on the sales order line.

SO Line Total

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

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.

Req Id

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

Trans Currency

This non-editable field displays the transactional currency of the sales order from the Enter Sales Orders screen. 

Trans Currency Net Unit Price

This non-editable field displays the net unit price of the item from the Enter Sales Orders screen. You can edit this field in the main table window of the Enter Sales Order screen. This is the price of one unit of the item after any volume discounts have been applied. The system automatically derives the net unit price from the Gross Unit Price and applicable Volume Discount percentage, if they have been entered.

Trans Currency Ext Amount

The system automatically calculates the extended price amount. The calculation is as follows: Trans Currency Net Unit Price times Qty Ordered.  If changes are required to the extended price amount, you must make them in the Enter Sales Orders screen.

Trans Currency Line Charges

This non-editable field displays the cumulative price of the line charges of the sales order.  You can maintain this information in the Line Charges subtask of the Enter Sales Order screen.

Trans Currency Sales Tax/VAT

This non-editable field displays the sales tax/VAT amount automatically calculated by the system when the Taxable column is set to "Y" (Yes) in the Enter Sales Order screen. The calculation follows: Ext Price Amount times Tax Rate.

Trans Currency SO Line Total

This field displays the total amount of the sales order line item in the specified transactional currency, and displays information from the Enter Sales Order Screen.

Trans Currency Gross

This field displays the gross unit price in transaction currency from the sales order line. You cannot edit this field. If changes are required to the gross unit price, you must make them in the Invoice Supervisor Screen. Costpoint supports a maximum gross unit price of 99,999,999.9999. Negative unit costs are allowed.

Gross unit

This field displays the gross unit price from the sales order line in functional currency.

Trans Currency Post Amt

This field displays the posted amount of the sales order line in transaction currency.

Trans Currency Issued Amt

This field displays the value of the issued quantities in the sales order line in transaction currency.

Trans Currency Shipped Amt

This field displays the value of the shipped quantities in the sales order line in transaction currency.

Line Detail

Select this pushbutton to view the sales order line's account and sales history information.

Currency Line

Select this pushbutton to view the sales order line's transactional and functional currency information.