Order Entry - Line Item Detail Tab

General Information

This screen tab displays additional information about each line item in the Line Item Grid. It also contains the Custom Information field that enables a line item's normal description to be extended with instructions or specific details. The Schedule Ship Date field on the tab enables a line item's ship date to be "held" until a future date.

Please Note: Editing orders requires exclusive use. If someone else is either editing or processing this order, the Title bar will display a "Read Only" message next to the order number. You cannot make any changes while this message is displayed. To gain access to this order, close it and reopen it when the other user has finished accessing it.

Note: Whenever you are typing in the Line Item Grid, the Line Item Detail tab screen is always the screen tab displayed. You cannot type in the Grid unless the Line Item Detail tab is the front tab.

See Also

Entering Line Items

Order Entry - Overview

How to Use the Screen

Customizing the Description for an Item

To enter an extended or special description for an item, select the item and position the cursor on CUSTOM INFORMATION. Enter the special description. This field prints in its entirety on the customer's invoice.

"Holding" or Scheduling a Shipment of an Item

To establish a future shipping date for a line item, enter the date in the SCHEDULE SHIPMENT field.

Editing the Pick Location for an Item

If an item backorders in its current warehouse location, you can change the pick from location to try to fill it from another location. Use the pull-down menu for Pick Location to make your selection. Included in this list are any suppliers that may have been set up to drop ship the item for you as well. If an item is unavailable in-house, you can select to have the supplier ship it directly to your customer for you. Drop shipping must be set up in advance for an item to enable this selection.

Selecting a Special Shipping Method for an Item

M.O.M. enables you to select one shipping method for the entire order. However, periodically, you may need to ship one or more items in an order priority or via another carrier. To select a special shipping method for an item, use the Special Shipping Via pull-down menu to make your selection.

Field Definitions

ITEM STATUS - the full description of the item's current Order Processing status. The color of the display in this field corresponds to the order status code in the ST column of the line item grid. For a list of status codes, see Line Item Grid Column Definitions.

OTHER INFO - during order entry, this field advises if an item is "discontinued." In review mode, it displays the "reason" for a returned item.

PRODUCT TYPE - an item can be a "product item" with physical inventory or a "service item" without physical inventory.

BILLING STATUS - indicates whether the item has been billed and on what part of the invoice.

TAX STATUS - an item can be "non-taxable" or "taxable" according to tax regulations.

SPECIAL SHIPPING VIA (OPTIONAL) - an item can have its own special shipping method. Use the pull-down menu to select the shipping method. Shipping charges for the special shipping method are added into the order shipping charges on the Order Total tab. To view the special charges for the item alone, select the Packaging tab. Note: A default shipping method must be entered in the Ship Via field on the Order Total tab to view shipping charges on the Packaging tab and/or the Order Total tab.

NOTE - this is the note/cross-sell message defined for the item in Maintain Stock Items.

FULL DESCRIPTION - the complete two-line description for the item.

CUSTOM INFORMATION - any additional information that has been entered for the item.

SCHEDULE SHIPMENT - a date to "hold shipment until" for the item.

PICK LOCATION - the bin/warehouse or drop ship supplier for the item. This can be changed using the pull-down menu when required.

BEST BUY - The button opens the Products Best Buy Based on Quantity Ordered screen, which will display the price breaks on the satisfied quantity for an ordered dropship item.   The preferred supplier can then be selected from the list.