| Field |
Type |
Specifies the type of entity that will be posted for this sales line, such as Item, Resource, or G/L Account. |
| Field |
Type |
Specifies the type of transaction that will be posted with the document line. If you select Comment, then you can enter any text in the Description field, such as a message to a customer. |
| Field |
No. |
Specifies what you are selling, such as a product or a fixed asset. You’ll see different lists of things to choose from depending on your choice in the Type field. |
| Field |
Item Reference No. |
Specifies a reference to the item number as defined by the vendor or customer, or the item's barcode. |
| Field |
IC Partner Code |
Specifies the code of the intercompany partner that the transaction is related to if the entry was created from an intercompany transaction. |
| Field |
IC Partner Ref. Type |
Specifies the item or account in your IC partner's company that corresponds to the item or account on the line. |
| Field |
IC Partner Reference |
Specifies the IC partner. If the line is being sent to one of your intercompany partners, this field is used together with the IC Partner Ref. Type field to indicate the item or account in your partner's company that corresponds to the line. |
| Field |
IC Item Reference No. |
Specifies the IC item reference. If the line is being sent to one of your intercompany partners, this field is used together with the IC Partner Ref. Type field to indicate the item or account in your partner's company that corresponds to the line. |
| Field |
Variant Code |
Specifies the variant of the item on the line. |
| Field |
Substitution Available |
Specifies that a substitute is available for the item on the sales line. |
| Field |
Purchasing Code |
Specifies the code for a special procurement method, such as drop shipment. |
| Field |
Catalog |
Specifies that this item is a catalog item. |
| Field |
Gen. Bus. Posting Group |
Specifies the vendor's or customer's trade type to link transactions made for this business partner with the appropriate general ledger account according to the general posting setup. |
| Field |
Gen. Prod. Posting Group |
Specifies the item's product type to link transactions made for this item with the appropriate general ledger account according to the general posting setup. |
| Field |
VAT Bus. Posting Group |
Specifies the vendor's VAT specification to link transactions made for this vendor with the appropriate general ledger account according to the VAT posting setup. |
| Field |
VAT Prod. Posting Group |
Specifies the VAT product posting group. Links business transactions made for the item, resource, or G/L account with the general ledger, to account for VAT amounts resulting from trade with that record. |
| Field |
Description |
Specifies a description of what you’re selling. Based on your choices in the Type and No. fields, the field may show suggested text that you can change it for this document. To add a comment, set the Type field to Comment and write the comment itself here. |
| Field |
Description 2 |
Specifies information in addition to the description. |
| Field |
Drop Shipment |
Specifies if your vendor ships the items directly to your customer. |
| Field |
Special Order |
Specifies that the item on the sales line is a special-order item. |
| Field |
Return Reason Code |
Specifies the code explaining why the item was returned. |
| Field |
Location Code |
Specifies the inventory location from which the items sold should be picked and where the inventory decrease is registered. |
| Field |
Bin Code |
Specifies the bin where the items are picked or put away. |
| Field |
Reserve |
Specifies whether a reservation can be made for items on this line. |
| Field |
Quantity |
Specifies how many units are being sold. |
| Field |
Qty. to Assemble to Order |
Specifies how many units of the sales line quantity that you want to supply by assembly. |
| Field |
Reserved Quantity |
Specifies how many units of the item on the line have been reserved. |
| Field |
Unit of Measure Code |
Specifies how each unit of the item or resource is measured, such as in pieces or hours. By default, the value in the Base Unit of Measure field on the item or resource card is inserted. |
| Field |
Unit of Measure |
Specifies the unit of measure for the item or resource on the sales line. |
| Field |
Unit Cost (LCY) |
Specifies the unit cost of the item on the line. |
| Field |
Sales Price Exists |
Specifies that there is a specific price for this customer. |
| Field |
Unit Price |
Specifies the price for one unit on the sales line. |
| Field |
Tax Liable |
Specifies if the customer or vendor is liable for sales tax. |
| Field |
Tax Area Code |
Specifies the tax area that is used to calculate and post sales tax. |
| Field |
Tax Group Code |
Specifies the tax group that is used to calculate and post sales tax. |
| Field |
Line Discount % |
Specifies the discount percentage that is granted for the item on the line. |
| Field |
Line Amount |
Specifies the net amount, excluding any invoice discount amount, that must be paid for products on the line. |
| Field |
Allocation Account No. |
Specifies the allocation account number that will be used to distribute the amounts during the posting process. |
| Field |
Sales Line Disc. Exists |
Specifies that there is a specific discount for this customer. |
| Field |
Line Discount Amount |
Specifies the discount amount that is granted for the item on the line. |
| Field |
Prepayment % |
Specifies the prepayment percentage to use to calculate the prepayment for sales. |
| Field |
Prepmt. Line Amount |
Specifies the prepayment amount of the line in the currency of the sales document if a prepayment percentage is specified for the sales line. |
| Field |
Prepmt. Amt. Inv. |
Specifies the prepayment amount that has already been invoiced to the customer for this sales line. |
| Field |
Allow Invoice Disc. |
Specifies if the invoice line is included when the invoice discount is calculated. |
| Field |
Inv. Discount Amount |
Specifies the total calculated invoice discount amount for the line. |
| Field |
Inv. Disc. Amount to Invoice |
Specifies the actual invoice discount amount that will be posted for the line in next invoice. |
| Field |
Qty. to Ship |
Specifies the quantity of items that remain to be shipped. |
| Field |
Quantity Shipped |
Specifies how many units of the item on the line have been posted as shipped. |
| Field |
Qty. to Invoice |
Specifies the quantity that remains to be invoiced. It is calculated as Quantity - Qty. Invoiced. |
| Field |
Quantity Invoiced |
Specifies how many units of the item on the line have been posted as invoiced. |
| Field |
Prepmt Amt to Deduct |
Specifies the prepayment amount that has already been deducted from ordinary invoices posted for this sales order line. |
| Field |
Prepmt Amt Deducted |
Specifies the prepayment amount that has already been deducted from ordinary invoices posted for this sales order line. |
| Field |
Allow Item Charge Assignment |
Specifies that you can assign item charges to this line. |
| Field |
Qty. to Assign |
Specifies how many units of the item charge are assigned to the line originally. |
| Field |
Item Charge Qty. to Handle |
Specifies how many items the item charge will be assigned to on the line. It can be either equal to Qty. to Assign or to zero. If it is zero, the item charge will not be assigned to the line. |
| Field |
Qty. Assigned |
Specifies the quantity of the item charge that was assigned to a specified item when you posted this sales line. |
| Field |
Requested Delivery Date |
Specifies the date that the customer has asked for the order to be delivered. |
| Field |
Promised Delivery Date |
Specifies the date that you have promised to deliver the order, as a result of the Order Promising function. |
| Field |
Planned Delivery Date |
Specifies the planned date that the shipment will be delivered at the customer's address. If the customer requests a delivery date, the program calculates whether the items will be available for delivery on this date. If the items are available, the planned delivery date will be the same as the requested delivery date. If not, the program calculates the date that the items are available for delivery and enters this date in the Planned Delivery Date field. |
| Field |
Planned Shipment Date |
Specifies the date that the shipment should ship from the warehouse. If the customer requests a delivery date, the program calculates the planned shipment date by subtracting the shipping time from the requested delivery date. If the customer does not request a delivery date or the requested delivery date cannot be met, the program calculates the content of this field by adding the shipment time to the shipping date. |
| Field |
Shipment Date |
Specifies when items on the document are shipped or were shipped. A shipment date is usually calculated from a requested delivery date plus lead time. |
| Field |
Shipping Agent Code |
Specifies the code for the shipping agent who is transporting the items. |
| Field |
Shipping Agent Service Code |
Specifies the code for the service, such as a one-day delivery, that is offered by the shipping agent. |
| Field |
Shipping Time |
Specifies how long it takes from when the items are shipped from the warehouse to when they are delivered. |
| Field |
Work Type Code |
Specifies which work type the resource applies to when the sale is related to a project. |
| Field |
Whse. Outstanding Qty. |
Specifies how many units on the sales order line remain to be handled in warehouse documents. |
| Field |
Whse. Outstanding Qty. (Base) |
Specifies how many units on the sales order line remain to be handled in warehouse documents. |
| Field |
ATO Whse. Outstanding Qty. |
Specifies how many assemble-to-order units on the sales order line need to be assembled and handled in warehouse documents. |
| Field |
ATO Whse. Outstd. Qty. (Base) |
Specifies how many assemble-to-order units on the sales order line remain to be assembled and handled in warehouse documents. |
| Field |
Outbound Whse. Handling Time |
Specifies a date formula for the time it takes to get items ready to ship from this location. The time element is used in the calculation of the delivery date as follows: Shipment Date + Outbound Warehouse Handling Time = Planned Shipment Date + Shipping Time = Planned Delivery Date. |
| Field |
Blanket Order No. |
Specifies the number of the blanket order that the record originates from. |
| Field |
Blanket Order Line No. |
Specifies the number of the blanket order line that the record originates from. |
| Field |
FA Posting Date |
Specifies the date that will be used on related fixed asset ledger entries. |
| Field |
Depr. until FA Posting Date |
Specifies if depreciation was calculated until the FA posting date of the line. |
| Field |
Depreciation Book Code |
Specifies the code for the depreciation book to which the line will be posted if you have selected Fixed Asset in the Type field for this line. |
| Field |
Use Duplication List |
Specifies, if the type is Fixed Asset, that information on the line is to be posted to all the assets defined depreciation books. |
| Field |
Duplicate in Depreciation Book |
Specifies a depreciation book code if you want the journal line to be posted to that depreciation book, as well as to the depreciation book in the Depreciation Book Code field. |
| Field |
Appl.-from Item Entry |
Specifies the number of the item ledger entry that the document or journal line is applied from. |
| Field |
Appl.-to Item Entry |
Specifies the number of the item ledger entry that the document or journal line is applied -to. |
| Field |
Deferral Code |
Specifies the deferral template that governs how revenue earned with this sales document is deferred to the different accounting periods when the good or service was delivered. |
| Field |
Shortcut Dimension 1 Code |
Specifies the code for Shortcut Dimension 1, which is one of two global dimension codes that you set up in the General Ledger Setup window. |
| Field |
Shortcut Dimension 2 Code |
Specifies the code for Shortcut Dimension 2, which is one of two global dimension codes that you set up in the General Ledger Setup window. |
| Field |
Document No. |
Specifies the document number. |
| Field |
Line No. |
Specifies the line number. |
| Field |
Unit Gross Weight |
Specifies the gross weight of one unit of the item. In the sales statistics window, the gross weight on the line is included in the total gross weight of all the lines for the particular sales document. |
| Field |
Unit Net Weight |
Specifies the net weight of one unit of the item. In the sales statistics window, the net weight on the line is included in the total net weight of all the lines for the particular sales document. |
| Field |
Unit Volume |
Specifies the volume of one unit of the item. In the sales statistics window, the volume of one unit of the item on the line is included in the total volume of all the lines for the particular sales document. |
| Field |
Units per Parcel |
Specifies the number of units per parcel of the item. In the sales statistics window, the number of units per parcel on the line helps to determine the total number of units for all the lines for the particular sales document. |
| Field |
Attached to Line No. |
Specifies the line number to which this sales line is attached. |
| Field |
Attached Lines Count |
Specifies the number of non-inventory product lines attached to the sales line. |
| Field |
Subtotal Excl. VAT |
Specifies the sum of the value in the Line Amount Excl. VAT field on all lines in the document. |
| Field |
Invoice Discount Amount |
Specifies a discount amount that is deducted from the value of the Total Incl. VAT field, based on sales lines where the Allow Invoice Disc. field is selected. You can enter or change the amount manually. |
| Field |
Invoice Discount % |
Specifies a discount percentage that is applied to the invoice, based on sales lines where the Allow Invoice Disc. field is selected. The percentage and criteria are defined in the Customer Invoice Discounts page, but you can enter or change the percentage manually. |
| Field |
Total Amount Excl. VAT |
Specifies the sum of the value in the Line Amount Excl. VAT field on all lines in the document minus any discount amount in the Invoice Discount Amount field. |
| Field |
Total VAT |
Specifies the sum of VAT amounts on all lines in the document. |
| Field |
Total Amount Incl. VAT |
Specifies the sum of the value in the Line Amount Incl. VAT field on all lines in the document minus any discount amount in the Invoice Discount Amount field. |
| Group |
F&unctions |
Reserve the quantity of the selected item that is required on the document line from which you opened this page. This action is available only for lines that contain an item. |
| Group |
Related Information |
View all reservation entries for the selected item. This action is available only for lines that contain an item. |
| Group |
O&rder |
View the blanket sales order. |
| Action |
Select items |
Add two or more items from the full list of your inventory items. |
| Action |
Get Price |
Insert the lowest possible price in the Unit Price field according to any special price that you have set up. |
| Action |
Get Li&ne Discount |
Insert the best possible discount in the Line Discount field according to any special discounts that you have set up. |
| Action |
E&xplode BOM |
Add a line for each component on the bill of materials for the selected item. For example, this is useful for selling the parent item as a kit. CAUTION: The line for the parent item will be deleted and only its description will display. To undo this action, delete the component lines and add a line for the parent item again. This action is available only for lines that contain an item. |
| Action |
Insert &Ext. Texts |
Insert the extended item description that is set up for the item that is being processed on the line. |
| Action |
Attach to inventory item line |
Attach the selected non-inventory product lines to a inventory item line in this sales order. |
| Action |
Select Ca&talog Items |
View the list of catalog items that exist in the system. |
| Action |
Event |
View how the actual and the projected available balance of an item will develop over time according to supply and demand events. |
| Action |
Period |
Show the projected quantity of the item over time according to time periods, such as day, week, or month. |
| Action |
Variant |
View or edit the item's variants. Instead of setting up each color of an item as a separate item, you can set up the various colors as variants of the item. |
| Action |
Location |
View the actual and projected quantity of the item per location. |
| Action |
Lot |
View the current and projected quantity of the item for each lot. |
| Action |
BOM Level |
View availability figures for items on bills of materials that show how many units of a parent item you can make based on the availability of child items. |
| Action |
Unit of Measure |
View the item's availability by a unit of measure. |
| Action |
Item &Tracking Lines |
View or edit serial and lot numbers for the selected item. This action is available only for lines that contain an item. |
| Action |
Select Item Substitution |
Select another item that has been set up to be sold instead of the original item if it is unavailable. |
| Action |
Dimensions |
View or edit dimensions, such as area, project, or department, that you can assign to sales and purchase documents to distribute costs and analyze transaction history. |
| Action |
Co&mments |
View or add comments for the record. |
| Action |
Item Charge &Assignment |
Record additional direct costs, for example for freight. This action is available only for Charge (Item) line types. |
| Action |
Order &Promising |
Calculate the shipment and delivery dates based on the item's known and expected availability dates, and then promise the dates to the customer. |
| Action |
Attachments |
Add a file as an attachment. You can attach images as well as documents. |
| Action |
Assemble-to-Order Lines |
View any linked assembly order lines if the documents represents an assemble-to-order sale. |
| Action |
Roll Up &Price |
Update the unit price of the assembly item according to any changes that you have made to the assembly components. |
| Action |
Roll Up &Cost |
Update the unit cost of the assembly item according to any changes that you have made to the assembly components. |
| Action |
Document &Line Tracking |
View related open, posted, or archived documents or document lines. |
| Action |
Deferral Schedule |
View or edit the deferral schedule that governs how revenue made with this sales document is deferred to different accounting periods when the document is posted. |
| Action |
Generate lines from Allocation Account Line |
Use this action to replace the Allocation Account line with the actual lines that would be generated from the line itself. |
| Action |
Purchase &Order |
View the purchase order that is linked to the sales order, for drop shipment or special order. |
| Action |
Purchase &Order |
View the purchase order that is linked to the sales order, for drop shipment or special order. |
| Action |
Show Lines with Issues |
View a list of sales lines that have issues before you post the document. |
| Action |
Show All Lines |
View all sales lines, including lines with and without issues. |
| Action |
Edit in Excel |
Send the data in the sub page to an Excel file for analysis or editing |
