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Sales Order Lines Subtask

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.

Contents

Field Description
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

Field Description
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.

Note: The features in this release relating to Part Data Security are intended to assist your company in achieving ITAR compliance. However, it is each company’s responsibility to confirm that it is meeting its obligations with respect to ITAR or other applicable requirements. Deltek does not warrant that use of this functionality will result in compliance.
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.

Status This field displays the status of the sales order line.
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.

Orig Due Date This field displays the original due date for the sales order line.
Desired Date This field displays the date by which the customer would like delivery of the sales order line item.
Desired Date This field displays the date by which the customer would like delivery of the sales order line item.
GFE If selected, this checkbox indicates that the line item is Government Furnished Equipment (GFE).
Inv Abbrev This field displays the valid inventory abbreviation for the sales order line.
Sales Group Abbrev This field displays the valid sales group abbreviation for the sales order line.
Taxable If selected, this checkbox indicates that the indicated sales order line is taxable.
Project-To-Charge This field displays the project-to-charge used by sales abbreviations that have accounts defined for project substitution.
Project Name This field displays the project's name associated with the sales order line.
Ordered Qty (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.

NSN This field displays the National Stock Number (NSN).
Model This field displays the model number.
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.

Issued Qty (Sales U/M)

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

Shipped Qty (Sales U/M)

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

Invoiced Qty (Sales U/M) 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.

Reservation

This field displays the ID for the sales order line.

Manufacturing Order This field displays the manufacturing order ID for the sales order line.
Customer Item No This field displays the customer or item number.
Whse This field displays the warehouse ID associated with the sales order line.
Ship ID This field displays the ship Id associated with the sales order line.
Deliver To This field displays the department or the name of the individual receiving the shipment of the material sold.
Sales Tax/VAT Code This field displays the valid sales tax/value added tax (VAT) code if the Taxable field is selected.
Sales Tax/VAT Rate This field displays the tax rate associated with the selected sales tax/VAT code.
Amortization Schedule Code This field displays the amortization code for the sales order line.
Billing Cycle This field displays the billing cycle to generate the invoice.
Starting Date This field displays the start date for any item on this order.
Ending Date This field displays the end date for any item on this order.
Last Bill Date This field displays the last bill date for the sales order line.
Over Ship If selected, this checkbox indicates that the customer accepts overshipments on this sales order.
Source Insp Reqd If selected, this checkbox indicates that the customer inspects the item before shipment.
Cert Conf Reqd If selected, this checkbox indicates that the customer requires a certificate of conformance for this item.
Shipping Tol If you selected the Over Ship checkbox, this field displays the shipping tolerance percentage to determine the excess quantity that can be issued and shipped to the customer.
SO Line Notes This field displays the line notes entered for the sales order line.

Subtasks

Subtask Description
Accounts Click this link to open the Accounts subtask. Use this to view the sales order line's account information.
Text Codes Click this link to open the Text Codes subtask. Use this to view line standard text for the sales order line.
Line Charges Click this link to open the Line Charges subtask. Use this to view line charges for the sales order line.
Line Documents Click this link to open the Line Documents subtask.
Components Click this link to open Components subtask. Use this to view the sales order line's component item information.
Issues Click this link to open the Issues subtask. Use this to view the sales order line's issuing information, which includes issue dates, packing slip numbers, material handlers, and issue notes.
Ship Info Click this link to open the Ship Info subtask. Use this to view the sales order line's shipping information, which includes shipping dates, addresses, notes, and DD250 information.
Invoices Click this link to open the Invoices subtask. Use this to view the sales order lines invoicing information, which includes invoice dates, packing slip numbers, addresses, and notes.
Currency Line Click this link to open the Currency Line subtask. Click this button to view the sales order lines default currency information.