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 main Enter Sales Orders screen.

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

Line

This field displays the sales order line number.

Type

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

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 × 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 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. 

Note: If you are using Costpoint Multicurrency, all applicable column headers will contain the prefix "Trans Currency;" otherwise, the Trans Currency fields will be hidden.

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.  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 Tax column is set to "Y" (Yes) in the Enter Sales Order screen. The calculation is as follows: Trans Currency Ext Amount times the 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 transactional currency from the Enter Sales Order Screen.

Quote

This field displays the quote number (with a maximum of 10 characters), if applicable, for the sales order line. Enter this value in the Header Information subtask of the Enter Sales Orders screen.

Entry User

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

Line Detail

Select this pushbutton to view the sales order line's account, line text, line note, and line charge information.

Components

Select this pushbutton to view the sales order line's component item information.

Issues

Select this pushbutton to view the sales order line's issuing information, which includes issue dates, packing slip numbers, material handlers, and issue notes.

Ship Info

Use this pushbutton to view the sales order line's shipping information, which includes shipping dates, addresses, notes, and DD250 information.

Invoices

Use this pushbutton to view the sales order lines invoicing information, which includes invoice dates, packing slip numbers, addresses, and notes.

Currency Line

Select this pushbutton to view the sales order lines default currency information.