Order#

A unique number assigned by the system to identify an order.

Numeric, 8 positions; display-only, assigned by the system.

Ship To #

Unlabeled field to the right of the order number. The number assigned to the shipping address on the current order. The system assigns a sequential ship-to number to every order, even if the shipping address and the sold-to address are the same. The first ship-to address is assigned the number 1.

Numeric, 3 positions; display-only, assigned by the system.

Ln# (Line number)

The number assigned to this item on the order.

Numeric, 3 positions; display-only.

Sts (Status)

The current status of the item detail line. The status field is Open or Soldout during Order Entry:

Open Status

An item is assigned an open status when it is added to an order and it is currently “active” in your inventory.

If a partial quantity of the item is sold out on the order line, the order line status is still open. The order line and order totals reflect the line quantity that is reserved or backordered, but do not reflect the soldout quantity.

Other Statuses

There are several other item detail line status codes that are assigned by the system at other points during the life of an order detail line, including:

• Soldout

• Canceled

• Closed (item was shipped to customer)

• Error (the item ordered through a phone service included data errors that you must correct)

• Express bill (no pick slip produced for item, because item already removed from inventory; order moves directly to billing status).

Alphanumeric, 9 positions; display-only, assigned by the system.

B/O (Backorder reason)

The reason why this item was backordered, as determined by the system.

Valid values are:

• Future order

• Item not in warehouse

• No warehouse specified

• Not enough (inventory) available in warehouse

• Reservation bypassed; if the Use OROB for Fulfillment Assignment (M31) system control value is selected, the system uses this reason for each item sent to Order Management System for fulfillment assignment; see Brokered Backorders.

• SKU reserve limit exceeded

The system assigns a backorder status to items that could not be fulfilled (no on-hand inventory available for the item).

Note: Not displayed if the item was available and could be reserved.

Display-only, updated by the system.

Ofr (Offer code)

A code for the catalog, space or television advertisement from which you accept orders.

The offer defined for the order controls how shipping is calculated and items are priced. However, if you override the offer for an item (if the customer is ordering from more than 1 catalog, for example), demand for the item will be attributed to the offer associated with the item rather than the order. Demand represents the number and dollar value of orders placed against an offer.

Related System Control Values

• The system automatically overrides the offer for an item if Override Offer on Order Detail Line (D49) system control value is selected and the item is not sold in the offer used on the order.

• The system automatically overrides the offer for an item if the Override Offer/Page/Alias on Order Detail (E72) system control value is selected and the item does not contain a page/alias in the offer used on the order.

• The cursor positions to the offer field, which is blank, if the Position Cursor on Offer Field in OE/OM (F91) field is selected.

Alphanumeric, 3 positions; required.

Item

The code for a unit of inventory. Items are defined in and validated against the Item table.

Note: An item alias is displayed if the customer ordered using an alias and the Display Item Alias (D56) field in the System Control table is selected.

Alphanumeric, 12 positions; display-only.

SKU

A code that identifies the style of the item, such as its color or size.

Alphanumeric, three 4-position fields; display-only.

Qty (Quantity ordered)

The number of units of this item being ordered, excluding any units sold out. You can change the quantity ordered, but you cannot change a positive to a negative or vice versa or a message indicates:

Order qty may not be changed between (+) / (-).

Instead, you must delete and reenter the item. If you change the quantity of a set item, the change is also reflected in the component items.

The Maximum Order Quantity (C60) field in the System Control value controls the maximum value you can enter in the Quantity field; additionally, the Allow Maximum Order Quantity Override (A70) secured feature controls whether individual users can exceed this maximum.

Numeric, 5 positions; required.

Price

The actual selling price of a single unit of the item, either calculated by the system or entered on the line as a price override.

Secured Feature

The Price Overrides (A23) secured feature controls whether you can update the price for the order line; if you do not have authority to this secured feature, the Price field is display-only.

Price Overrides

If you enter a price override, you must also enter a price override reason code in the Ovr (Price override reason code) field.

You can define a maximum percentage operators can discount an item by entering a percentage in the Price Override Limit Percent (E55) system control value. The system uses the price from the item/offer to determine whether the price override exceeds the percentage. The override limit applies only to prices that are lower than the item/offer price. This is helpful in reducing the possibility of fraud by order entry operators.

Price Override Example

The system uses this calculation to determine the percentage of the price override:

(offer price - price override entered)/offer price * 100 = price override percentage

Example:

price override percentage = 10%

offer price = $40.00

price override = $35.00

(40.00 - 35.00) = 5.00

5.00/40.00 = .125

.125 * 100 = 12.50 (12.50 exceeds the 10% price override)

A message indicates if an operator enters a price that is less than the percentage allowed:

Entered price exceeds override limit.

The Override Price Override Limit (A64) secured feature controls whether operators can override the Price Override Limit Percent (E55)

Override Price Table Maximum

You can use the Price Table Level Override Code (E05) to apply the best possible price table pricing to an order line, even if it is beyond the maximum specified in the price table; however, to apply this pricing, you need to:

1. Enter the requested quantity of the item at the Work with Order Lines Screen (Adding Items to the Order)using the default pricing

2. Select Change for the item to advance to the Work with Order Line Screen (Changing/Adding an Item)

3. Complete this screen by entering the Price Table Level Override Code (E05), but no price for the item

When you select Reprice or Accept, the system applies the best possible price table pricing. See Working with Price Tables (WPTB) and the Price Table Level Override Code (E05) system control value for more information.

Manual Price Override Code

You cannot use the Price Table Level Override Code (E05), Price Override Reason for Price Matrix Customer Specials (K42), or Price Override Reason for Promotions (K45) as a regular price override reason code when you manually enter a price override.

Negative Prices

The Allow Negative Prices in Order Entry (E97) system control value controls whether you can enter a negative item price. If you enter a positive item quantity, a negative price produces a credit; with a negative quantity, a negative price produces an invoice.

Maximum Value

The Maximum Order Line Value (E98) field in the System Control value controls the maximum dollar value of a line you can enter; additionally, the Allow Maximum Order Line Value Override (A69) secured feature controls whether individual users can exceed this maximum.

Alternate currency pricing

You can enter or review the price in the alternate currency by selecting AC Override if the order is associated with an alternate currency; see Using Alternate Currency Pricing.

Numeric, 7 positions with a 2-place decimal; required, calculated by the system.

N/C (“No charge” flag)

Controls whether to charge the customer for the item.

Valid values are:

• Selected =Item is given to the customer at no charge.

• Unselected =The customer pays for the item.

If you select this field, the order totals are not increased, no charge prints for the item on the pick slip, and the customer will not be invoiced for the item. Also, you must enter a price override reason code in the Ovr (Price override reason code) field.

The Price Overrides (A23) secured feature controls whether you can update the no charge flag for the order line; if you do not have authority to this secured feature, the No charge field is display-only.

Ovr (Price override reason code)

A code that represents the reason for overriding the item price or giving the item at no charge.

Price override reason codes are defined in and validated against the Price Override Reason table. See Establishing Price Override Reason Codes (WPOR).

Secured Feature

The Price Overrides (A23) secured feature controls whether you can override the item price; if you do not have authority to this secured feature, the Price override reason code field is display-only.

Price Table Pricing

If you use price table pricing, you can define a Price Table Level Override Code (E05). Use this code to override the maximum price break you have defined for an item in the price table.

Customer Price Group Price Override Reason Code

If you assign the price override reason code defined in the Price Override Reason Code for CPG Pricing (L59) system control value, the order line cannot be further discounted except by order-level coupons.

VAT

If you make any changes to the order that will result in changing whether the order is subject to VAT, the system will reprice each item accordingly and recalculate tax as well. However, this update does not take place for any line with a price override, whether the override was made by a user or by the system (for instance, for a price table premium). You must delete the line and reenter it to correct the price and tax information.

Quantity Price Matrix Customer Special

If the order line is priced using a Quantity Price Matrix Customer Special, the system assigns the Price Override Reason for Price Matrix Customer Specials (K42) to the order line during repricing. When this price override reason code is defined for an order line, the system cannot apply any additional discounts, such as promotions, to the order line. However, the system can still apply a source % discount to the order line.

In addition, the system prevents you from manually entering this price override reason code on an order line: Price override reason reserved and cannot be manually entered.

See Order Repricing, Premiums, Discounts, and Promotions for more information about repricing and Working with Quantity Price Matrix (WQPM) for an overview on quantity price matrix pricing.

Warranty Item

If the Default Price Override Reason for Warranty Items (G01) system control value contains a price override code, the system defaults this price override code to this field when an operator enters a warranty item.

Item Category or BOGO Promotion

If the order line is discounted through an Item Category or BOGO (Buy One/Get One) promotion, or priced at “no charge” through a BOGO promotion, the system uses the Price Override Reason for Promotions (K45). This system control value prevents further discounting from applying to the order line. If this system control value is blank, the system uses the Default Price Override Reason (B35) for the “no charge” lines; however, the other lines discounted through these promotions will be subject to further discounting. See Working with Promotions (WPRO) for more information.

You cannot manually enter the Price Override Reason for Promotions (K45) on an order detail line.

Alphanumeric, 1 position; required if overriding a price or selling item at no charge.

Cpn (Coupon)

Indicates whether a coupon is being redeemed for this item.

• Selected = The customer is using a coupon for this item.

• Unselected (default) = The customer is not using a coupon towards the purchase of this item.

You can enter a coupon for an item during Order Entry, for example, if you include a coupon in your catalog that the customer can use towards a purchase.

If you select this field, you must also enter the amount of the coupon in the Coupon amt field. The dollar amount of the coupon will be subtracted from the price of the item and *Coupon Item Price will display on this screen as the pricing method.

Note: For a coupon to be applied to an item, the Pricing Values (B31) in the System Control table must use the COUPON/ITEM pricing method (or it should be near the top of the pricing hierarchy) or you should use Best Way Pricing (A78) so that the system can give the item to the customer at the lowest available price.

Coupon amt (Coupon amount)

The value of the coupon being applied against this item. The system subtracts this amount from the item's price.

You must select the Cpn (Coupon) field if applying a coupon against an item.

Numeric, 7 positions with a 2-place decimal; required if using a coupon.

Description (Unlabeled field below Item field)

The description of the item.

Alphanumeric, 25 positions; display-only.

Pricing method

The method used to calculate the price for the item, controlled by:

• The pricing hierarchy defined in the Pricing Values (B31) system control value.

• The pricing method associated with the source code used on the order or entered for the item.

• A price override on the item.

Pricing Methods

• 1 Coupon item price

• 2 Customer discount%

• 3 Contract price

• 4 Special source price

• 5 Column price

• 6 Quantity break price

• 7 Offer price

• A Repriced-prorated discount

• B Quantity Price Matrix Customer Override

• C Use item cost

• E Price code

• F Customer Price Group

• G BOGO

• I Repriced-qty break/item

• J Repriced Customer Price Group Best Price

• K Price table default

• L Price Table Level Ovr

• N No charge (with cost tracking; source code definition)

• O No charge/no cost (source code definition)

• R Price override (includes entering as no charge in Order Entry)

• T Price table premium

• U Upsell Item

• V Repriced-volume discount

• Y Price table

• X Qty Price Matrix

• Z Repriced-item category promotion

Alphanumeric, 25 positions; display-only, updated by the system.

Offer price

The price of the item in the catalog, before applying any additional discounts or repricing. If the order was subject to VAT and tax-inclusive pricing, in which any tax is included in the Hidden tax field rather than the Tax bucket on the order, the offer price presented here is the tax-inclusive offer price.

The Price Overrides (A23) secured feature controls whether you can update the offer price for the order line; if you do not have authority to this secured feature, the Offer price field is display-only.

Numeric, 11 positions with a 2-place decimal; display-only.

Pre-disc. price (Pre-discount price)

The item price before applying any coupons or dollar discounts by source or offer, if the Prorate Dollar Discounts and Coupons (D90) field in the System Control table is selected, but after applying other discounts and repricing.

The system does not update this field if you change the customer's tax status at any point after entering the item. If you use tax-inclusive pricing, there may be cases where the system reprices items due to changes in a customer's tax exemption status, changing the shipping address to a VAT-exempt state, etc. In these cases, the pre-discount price may not correspond to the way the way the actual price was derived.

Numeric, 7 positions with a 2-place decimal; display-only.

Duty

The amount of duty on the item. Duty is a tax based on the item and the country where you are shipping the item. On other screens in Order Entry and Maintenance, the duty is generally included with the special handling total on the order.

The system determines whether to add duty by comparing the item's harmonize code with the harmonize code defined for the country's duty rates. The system calculates duty, if it finds a match, based on the percentage or per-unit amount defined for the duty rate. See Setting Up the Country Table (WCTY) for a complete discussion of defining and using duty charges for a country.

When the system adds duty to the order for an item, it also writes an order line message.

Numeric, 11 positions with a 2-place decimal; display-only.

Ship via

The shipper that will deliver this item to the customer.

Leave this field blank if you want to use the shipper defined on the order header.

Enter a different ship via code here only if you want to ship this particular item by another shipper.

Ship via codes are defined in and validated against the Ship Via table; see Working with Ship Via Codes (WVIA). Also, it is validated against the Zip/City/State (Postal Code) table; see Setting Up the Zip/City/State (Postal Code) Table (WZIP).

If you enter a ship via code and the Perform ship via edit? flag for the country is selected, the system validates the SCF/ship via combination against the SCF Ship Via table when you complete the order; see Working with SCF/Ship Via Values (WSHV).

Item Ship Via Overrides

Item ship via overrides define the shippers eligible to ship the item to its destination. If ship via overrides exist in the Item Ship Via Override table for an item on the order, the system evaluates the ship via you define for the order line to determine if the ship via is eligible to ship the item. Additionally, if you prompt on the Ship via field, you advance to the Work with Item Ship Via Overrides screen containing only those ship vias eligible to ship the item.

If the ship via you enter is not found in the Item Ship Via Override table for the item on the order, you advance to the Ship Via Overrides for Item Window, requesting you to select an eligible shipper to assign to the item on the order line. Additionally, if you do not define a ship via on the order line, the system evaluates the ship via on the order header to determine if it is eligible to ship the item.

If item ship via overrides do not exist for the item, you can define any valid ship via code in this field. See Working with Item Ship Via Overrides for more information on defining eligible shippers for an item.

Express Bill Ship Via

You can change an item on an order to express bill by entering an express bill code. When you express bill an item, a pick slip does not print and no shipments occur for the item.

An error message indicates if you change an item on an express order to ship non-express: Ship Via must be an Express Bill.

Van Delivery Ship Via

If the order qualifies for van delivery, the system defaults the Reserve warehouse defined for the shipping address to the Warehouse field on the order header and each order line and also defaults the ship via code defined in the Default Van Delivery Ship Via (L07) system control value to the Ship via field on the order header.

• You can define the van delivery ship via code for an order line only if the Reserve warehouse defined for the shipping address on the order is defined for the order line.

• If you remove the Reserve warehouse from the order line, you must also update the Ship via field for the order line to a via other than the ship via code defined in the Default Van Delivery Ship Via (L07) system control value.

See Van Delivery Processing for an overview.

Numeric, 2 positions; optional.

Extension

The actual selling price of the item multiplied by the quantity ordered, excluding any sold out units.

Numeric, 11 positions with a 2-place decimal; display-only, calculated by the system.

Arrival date

The date when the customer wants to receive this item. The arrival date entered here overrides the arrival date defined for the order.

The arrival date is initially set to the current date for each item; however, you can enter some future date on this screen to delay shipment of the item.

The system defaults a future ship arrival date to an item with a future ship status if the item's status code matches the Future Orders Item Status (E52). The future arrival date that defaults for this item comes from the Default Future Orders Arrival Date (E53).

Note: The system does not prevent you from setting the arrival date for the order line to be earlier than the current date or the order date.

The arrival date controls:

• Whether the item is reserved

• Whether to create a pre-generated pick for the item; see Selecting Order Lines for Pick Slip Preparation.

Influence on Reservation

The arrival date for the item controls whether to reserve inventory as follows:

Arrival date - Reservation Lead Days (B27) = Date

The system does not reserve inventory if the result is a future date. In this case, the item is flagged as a future order and assigned a backorder status.

When you run the Evaluate Future Orders process (typically, every evening) it evaluates each item flagged as a future order and reruns the arrival date calculation. When the result is no longer in the future, the process reserves the inventory. See Scheduling Jobs for more information.

Influence on Pick Slip Preparation

The item's arrival date also controls whether the system creates a pre-generated pick for the item.

The system uses this calculation:

Arrival Date from Order Line (or Order Ship To) - (Pick Processing Days (B37) + Ship Via Lead Days in WSHV) < or = Today's Date

The system creates a pre-generated pick for the order line if this system-calculated date is less than or equal to today's date; otherwise, the system does not create a pre-generated pick for the order line until the date is within the allotted time frame. See Selecting Order Lines for Pick Slip Preparation.

Zone reservation rules: For items subject to zone reservation, this date is:

• the zone start date if the item was ordered prior to the zone season start date.

• the order date if the item was ordered between the zone season start date and zone end date, provided that:

- if you use Standard Zone Reservation Rules, the item was available or you took the order before the zone’s deferred cutoff date

- if you use Alternate Zone Reservation Rules, the item was available or had an open PO quantity

• otherwise, this date is the next season's zone start date from the zone reservation dates.

See Shipping Zone Reservation Overview for a complete discussion.

You can use the order ship to’s Arrival date as a selection criterion in pick slip generation; the system does not look at the order line arrival date during pick slip generation. See Streamlined Pick Slip Generation (WSPS).

Numeric, 6 positions (in user date format); required.

Source

A code used to identify a segment of your customer base or a rented list to whom you mail a catalog. The source code prints on the catalog mailing labels next to the customer's name.

A source code entered here overrides the source code entered on the order header screen. The source code on the order header determines shipping and item pricing; the source code on the order detail line is used to track demand.

Prompting for a source code

Click on the arrow at this field to obtain a list of current source codes. Only the source codes whose Display on O/E (Display in Order Entry) fields are selected appear.

Restricted source codes

During Order Entry, you must use only unrestricted source codes (Restricted = Unselected in the Source Code table). A source code may be identified as “restricted” when:

• The source code is obsolete; no new orders can use this source code.

• The source code includes errors

• The source code was created by mistake.

Initially, all new source codes are unrestricted. When Initializing an Offer (MOFI), however, you can restrict all source codes associated with a particular offer until the offer is in effect.

Capturing the Source Code

The system writes the source code used by a new customer to the Original source code field in the Customer record.

If the Update Original Source Code for Recipient Customers (F90) system control value is selected, the system writes the source code defined for the sold to customer to the Original source field for a recipient customer.

The system also writes the source code to the Current source code field in the Customer record for new and existing customers. The system updates this field each time the customer places a new order from a different source code.

Capturing Demand

If you override the source code for an item, the system updates demand for the new source code for this order line. Demand represents the dollar amount and number of orders.

A source code may default to this field automatically, depending on how you have set the Load Source from Mailing History (D20) and Use Source Code from Order Header When Creating Order Lines (D73) system control values.

The system defaults the source code defined for the offer on the order detail line if the offer on the detail line is not associated with the source code defined on the order header and the Default Offer Source Code to Order Detail Line (G28) system control value is selected.

Source codes are defined in and validated against the Source Code table. See Working with Source Codes (WSRC).

Alphanumeric, 9 positions; required.

Exp ship date (Expected shipment date)

The date when you expect receipt of a purchase order that can be used to fulfill this order.

This date takes into account P.O. layering, in which items already backordered are filled first. This means that the date displayed here might not be when the next purchase order is due.

The system updates this field using information from Purchase Order Receipts and the Evaluate Backorders programs.

No date is indicated here if the item has been reserved or if there are no outstanding purchase orders for this item.

The expected shipment date is cleared once the purchase order is received through Purchase Order Receiving.

Finished goods: The system uses this field for finished good items that are created through the work order process to indicate the date the finished good item will be ready for sale if Use Work Order Processing (E37) is selected in the System Control table. The Expected due date for finished good items indicated here is taken from the date entered on the work order header. See Finished Good Work Order Processing (WWOR).

Drop ships: This date is included for drop ship items only if the Assign Drop Ship Expected Ship Date (I59) system control value is selected. See that system control value for more information.

Numeric, 6 positions (in user date format); display-only, updated by the system.

C/G (Coordinate group code)

A number that you can enter to force two or more items to ship together. The system does not create a pre-generated pick for these items until they are all available; see Selecting Order Lines for Pick Slip Preparation. You must use the same ship via for all items assigned to the same coordinate group.

Numeric, 3 positions; optional.

Freight

The shipping charge for this item. You can enter a freight override only if the current source code uses one of these line-level freight methods:

• Flat rate by item (Flat Rt/Item) freight

• Flat rate by quantity (Flat Rt/Qty) freight

• Flat rate by item source (Flat Rt/Itm Src) freight

• Item (By Item) freight

• Weight freight

This freight charge overrides the system- calculated freight charge for this item.

Freight Method Validation

If you enter a freight override here, the system checks the freight method for the Source and displays a message if you are not using a line-level freight method: Freight charge (xx.xx) cannot be overridden - order level freight method.

In response to this message, you must remove the freight override or change the source code on the order to one that uses a line-level freight method.

Source Code Override at Line Level

If you override the source code at the item level, make sure you update the offer code appropriately. Demand (the number and dollar amount of orders for this item) will be attributed to the source code/offer at the item level, if you perform an override.

This source code override is used only for historical updates and has no effect on how freight and prices are calculated.

Freight Exempt Items

The system checks the Working with Freight Exempt Items (WFEI) menu option for freight exempt items when the Use Item Freight Exemption File (E73)system control value is selected. See Freight Exempt Items Setup for additional information.

Alternate currency pricing

You can enter or review the freight amount in the alternate currency by selecting AC Override if the order is associated with an alternate currency; see Using Alternate Currency Pricing.

Numeric, 7 positions with a 2-place decimal; optional.

G/W (Gift wrap flag)

Indicates whether this item will be gift wrapped.

Valid values are:

• Selected = Gift wrap item

• Unselected (default) = Do not gift wrap item

The Gift wrap field in the Item/Offer record determines whether the item is eligible for gift wrapping. If so, the G/W price (Gift wrap price) field includes the charge for gift wrapping, if any.

Items marked for gift wrapping are identified on the pick slip with the literal Gift Wrap, along with the gift wrapping charge.

S/H code (Special handling code)

A code that represents some type of work that will be performed on the item, such as monogramming, alterations, engraving, etc. A value defaults here if a special handling code is specified for the item/SKU offer, or if you have already specified special handling for the item.

You can mark the item for special handling only if the item is eligible for it (Special handling = selected in the Item/Offer or SKU/Offer table).

If you click on the arrow here, only special handling codes are listed on the prompt screen. Special handling codes are defined in and validated against the Additional Charges table. See Establishing Additional Charge Codes (WADC).

The special handling instructions screen opens if the item is marked for special handling. At this screen, you can enter notes about how to work on the item. Also, you can enter or override a charge for this work. See Work with Special Handling Screen or the Work with Custom Special Handling Screen.

Note: You do not advance to a special handling screen if the special handling code is flagged to suppress the display of the screen, based on the setting of the Suppress S/H window field; however, any related handling charges will be added to the order.

The special handling instructions and special handling charge may print on the pick slip, depending on which pick slip print program you use.

Special handling validation

If you enter a special handling code, the system verifies that special handling has been defined for the item in the item/offer or SKU/offer and displays a message if special handling has not been defined: Special handling is not valid for this item in this offer.

Alphanumeric, 2 positions; optional.

S/H charge

The charge to perform extra work on the item, such as alterations, engraving, or monogramming.

A charge defaults here if the item is set up for special handling in the item offer or SKU offer, and if a price has been defined for it. You can specify a price for special handling at:

• the item offer or SKU offer (standard or custom special handling)

• the special handling format (custom special handling only)

If a price is specified at both the item/SKU offer and the special handling format, the price specified for the offer is used. You can also enter a handling price here if you have the required authority. See the Enter or Override Personalization Charge (A40) and Enter or Override S/H Price (B12) secured features, or see Special Handling Overview for a general discussion.

This charge is added to the Handling total on the order.

Alternate currency pricing

You can enter or review the special handling charge in the alternate currency by selecting AC Override if the order is associated with an alternate currency; see Using Alternate Currency Pricing.

Numeric, 7 positions with a 2-place decimal; optional or display-only.

Future order

Indicates whether the system will reserve inventory for this item, based on the arrival date entered for the item. No items are reserved for “future orders” until a later date.

Valid values are:

• Selected = Item is a “future order” and inventory will not be reserved.

• Unselected = Item is a “current order” and inventory will be reserved.

Identifying Future Orders

The system subtracts the Reservation Lead Days (B27) from the arrival date entered on the order or for an item. If this date is greater than today's date, the system will not reserve inventory for the order or item, because it is too soon.

Reserving for Current Orders

The Evaluate Future Orders program runs daily to determine whether future orders are eligible for reservation, based on the arrival date calculation. If so, the item detail line is identified as a “current order” and inventory will be reserved.

See the Arrival date field for more information about how the arrival date controls reservation and creating pre-generated picks.

The system updates the Future order field automatically.

Warehouse

The warehouse used to ship this item.

The warehouse you enter in this field overrides:

• the warehouse from the order header

• the warehouse from a warehouse list; see Working with Warehouse Lists (WWHL).

• the warehouse defined for the item in the Item table

If the Reserve from Non-Allocatable Warehouse (J25) system control value is blank, the warehouse you enter must be an allocatable warehouse (the Allocatable flag for the warehouse is selected).

Warehouse codes are defined in and validated against the Warehouse table. See Creating and Maintaining Warehouses (WWHS).

Updating the Warehouse for an Order Line

If you update the warehouse defined for an order line, the system:

• Removes any existing inventory reservations for the order line.

• Attempts to reserve the item on the order line in the new warehouse specified. If the item is not available in the warehouse specified, the system assigns this warehouse as the backorder warehouse for the unreserved quantity of the item on the order line.

Example: You add item A123 to an order for a quantity of 3 and it reserves against warehouse 1. You change the warehouse for the order line from warehouse 1 to warehouse 2. The system unreserves the quantity of 3 from warehouse 1 and reserves the quantity against warehouse 2. However, warehouse 2 can only reserve 2 units of the item; the remaining 1 unit is backordered against warehouse 2.

Van Delivery Reserve Warehouse

If the order qualifies for van delivery, the system defaults the Reserve warehouse defined for the shipping address on the order to the Warehouse field on the order header and each order line and also defaults the ship via code defined in the Default Van Delivery Ship Via (L07) system control value to the Ship via field on the order header.

• You can define the van delivery ship via code for an order line only if the Reserve warehouse defined for the shipping address on the order is defined for the order line.

• If you remove the Reserve warehouse from the order line, you must also update the Ship via field for the order line to a via other than the ship via code defined in the Default Van Delivery Ship Via (L07) system control value.

See Van Delivery Processing for an overview.

Reserving Against a Non-Allocatable Warehouse

If the Reserve from Non-Allocatable Warehouse (J25) system control value is selected, the system allows you to reserve inventory against a non-allocatable warehouse. You can define a non-allocatable warehouse in the Retail warehouse field for the order type; any orders entered for this order type will default the non-allocatable warehouse to the Warehouse field on the order/order line to reserve against the non-allocatable warehouse. If the item is not in stock, the system will backorder the item against the non-allocatable warehouse. Note: The Reserve warehouse defined for the shipping address on the order takes precedence over the non-allocatable warehouse defined for the order type on the order; see Order Header Warehouse Default Hierarchy.

Soldout Processing for Non-Allocatable Warehouse

If the Disregard Soldout Controls for Non-Allocatable Warehouses (J27) system control value is selected, the system evaluates the warehouse assigned to the order line, if any.

• If the warehouse assigned to the order line is a non-allocatable warehouse, the system reserves the item against the non-allocatable warehouse, regardless of the soldout control code defined for the item. If the item cannot be reserved, the system backorders the item in the non-allocatable warehouse.

• If the warehouse assigned to the order line is an allocatable warehouse, or the Warehouse field for the order line is blank, the system follows regular soldout control rules to determine whether to sell out the item. See Working with Soldout Controls (WSLD) for more information on how the system determines when to sell out an item.

Numeric, 3 positions; optional.

Cancel date

The date the customer wants to cancel this item if it has not been shipped.

The system uses this calculation:

Cancel date

-Lead days (System Control table)

-Transfer days (Warehouse/Drop Point table)

-Lead days (SCF/Ship Via table)

Date to stop reserving stock

Any items that have not shipped before this date are included on the Order Cancellation List along with the customer's name and telephone number. Customer Service uses this report to contact each customer to see if they still want the item; otherwise, the item should be canceled.

Numeric, 6 positions (in user date format) optional.

Affect inv (Affect inventory?)

Indicates whether the quantity available to sell (on-hand quantity) of the item is reduced during order entry.

Valid values are:

• Selected (default for a regular item) = Inventory levels are affected during order entry and when you ship the order. During order entry, reserved and open inventory increase and available inventory is decreased; when you ship the order, on-hand inventory, pickable inventory, open inventory, reserved inventory and total inventory across all warehouses decreases.

• Unselected (default for a Non/inv (Non inventory) item) = Inventory levels are not affected.

The system creates a pre-generated pick for the non-inventory item, even if all other items on the order are not eligible for pick slip preparation; however, the system will not create a pre-generated pick for a non-inventory item if all other items on the order are backordered; when one or more backordered items are available, the system creates a pre-generated pick for the non-inventory item as well as for the available item(s). See Selecting Order Lines for Pick Slip Preparation.

You cannot change the Affect inventory flag to N for a drop ship item: Affect Inventory flag must be Y for Drop Ship Items.

Drop ship

Indicates whether this item is a drop ship item, which is an item that you do not sell from your own inventory. Instead, drop ship items are ordered from and shipped from a vendor.

About drop ship items: Drop ship items are not usually available for reservation. Instead, you generate drop ship pick slips or purchase orders for these items, and the vendor ships the items to your customers. The drop ship items bill when you receive notification of shipment from the vendor.

Even if an item is flagged as Drop ship, the system reserves it if it is available in the warehouse.

Overriding the setting: The setting defaults from the Drop ship field in the Item table. Optionally, when you enter a new item, you can override a regular item to a drop ship item by selecting the Drop Ship setting, or you can override a drop ship item to a reserve or backorder from the warehouse by selecting the Override D/S setting. No other selections update the order line.

Valid values are:

• Drop Ship = The Drop ship is selected for the item, indicating that the vendor ships the item. Optionally, select this setting for a non-drop ship item to prevent it from being reserved, backordered, or submitted to the Order Broker as a brokered backorder.

• Reg. Item = The Drop ship is not selected for the item, indicating that you ship the item from the warehouse.

• Override D/S = Optionally, select this setting for a drop ship item to have the item backordered in the warehouse. This option is available only for items flagged as Drop ship.

Note: This field is enterable only if you advance to the Work with Order Line screen by selecting Add Line on the Work with Order Lines Screen (Adding Items to the Order). When you advance to this screen for an existing order line, this field is display-only.

Optional or display-only.

Priority

Used by the Evaluate Backorders program to match items to backorders. A value defaults to this field if a priority was entered or defaulted into the Pty (Priority) on the order header; and this field, in turn, defaults from the B/O priority (Backorder priority) field for the source code.

Immediate Reservation

If you use Immediate Reservation, this value determines the sequence in which orders with backordered items receive inventory. The Evaluate Backorders program uses the priority to determine which backordered items receive stock first.

See Reviewing Reservation Types.

Numeric, 1 position; optional.

Bypass rsv (Bypass reservation)

Indicates whether to reserve this item during Order Entry if inventory is available.

• If the Use OROB for Fulfillment Assignment (M31) system cotnrol value is selected, the system selects this flag for each order line sent to Order Broker for fulfillment assignment. See Brokered Backorders.

• If the Use OROB for Fulfillment Assignment (M31) system control value is unselected, items that bypass immediate reservation must be reserved using Interactive Reservation. See Working with Interactive Reservation (MIRV). You can define an item to bypass reservation in the Item table.

Valid values are:

• Unselected (default) = Do not bypass reservation.

• Selected = Bypass reservation.

This setting may default from the Item table if the item is set up to bypass reservation, because it is available in a limited quantity or it is a limited edition.

Page/letter

Indicates the page number and letter used to identify the item in the catalog, if using page/letter assignments in your catalogs instead of item numbers.

Page/letter codes are defined for an item in the Item/Offer table. See Assigning Items/SKUs to Offers.

Alphanumeric, 6 positions; display-only.

Cost override

An override to the base cost of the item, as defined in the SKU table. You can override the cost of an item when you place a special order from your vendor for the customer. The cost override ensures that your gross margin is accurate.

You cannot override the cost if you use FIFO costing. See FIFO Costing Overview.

Numeric, 11 positions with a 4-place decimal; optional.

G/W $ (Gift wrap charge)

The cost to gift wrap the item, if any. May default from the G/W price (Gift wrap price) field in the Item/Offer table.

A charge appears here only if the item is being gift wrapped (G/W = Selected).

This is the per unit charge to gift wrap the item. This charge is multiplied by the quantity ordered. Added to the handling charge total on the order.

Numeric, 7 positions with a 2-place decimal; display-only, updated by the system.

Add'l frt (Additional freight)

The additional charge to ship this item, if one was defined for the shipper.

If, in the Ship Via table, the shipper is set up to use additional charges only, the charge entered here will be used. Otherwise, the additional charges will be added to the regular shipping charges, up to the maximum charge from the $Limit for the Ship Via.

For example, you may be charged an additional amount for overnight or express shipping. See Working with Ship Via Codes (WVIA).

Numeric, 7 positions with a 2-place decimal; display-only.

Tax

Sales tax charged for the item, as calculated by the system. This is the extended tax amount; that is, the total tax for the entire quantity.

The total in the Tax bucket on the order may not equal the totals for each item if, for example the order is subject to tax on handling and/or freight, or due to rounding up or down to the nearest penny.

On orders subject to VAT and tax-inclusive pricing, any tax appears in the Hidden tax field. This amount is not included in the Tax bucket on the order totals.

Numeric, 7 positions with a 5-place decimal; display-only.

Hidden tax

The amount of any hidden tax attributed to the item. Displayed only if the Tax Included in Price (E70) system control value is selected, and a hidden tax amount appears only for orders and items subject to VAT and tax-inclusive pricing.

On orders using tax-inclusive pricing, you charge a different, higher price for an item than an orders subject to conventional tax. Also, any tax amount is not calculated in the standard way and included in the Tax bucket on the order; instead, a hidden tax amount is calculated based on the information you have defined for the customer's country or the item itself, and this amount is “hidden” on the order detail line; this tax is not visible to the customer. Unlike the item tax indicated in the Tax field, the hidden tax is a unit amount, not an extended amount; you must multiply the hidden tax amount by the item quantity to arrive at the extended hidden tax amount for the order line.

In tracking sales figures, such as in the Order Billing History table and on marketing reports, the system subtracts the hidden tax amount from the item price to determine sales dollars. For example, if the customer pays $10.00 for an item, but the hidden tax amount is $1.50, the system posts the sale as $8.50.

It is possible for the hidden tax for an item to exceed the price you charge the customer if you have defined hidden tax for the item as an amount rather than a percentage of the item price.

An item may be exempt from tax, hidden tax, or both based on exemptions defined for the order, customer, state, or item. See Working with Customer Tax Status for more information on tax exemptions. See Setting Up the Country Table (WCTY) for more information on how the system determines how to apply tax or hidden tax to an order.

Numeric, 7 positions with a 2-place decimal; display-only.

G/M (Gross profit margin)

The amount of the item's price that exceeds the cost of the item. You can use gross margin to determine the profit of an item on an order based on the item's selling price, or to determine the profit of an entire order. See Determining Gross Profit for a discussion.

The Display Gross Margin (A65) secured feature controls whether this field is indicated in order entry, maintenance, inquiry and item availability.

Numeric, 7 positions with a 2-place decimal; display-only.

G/M% (Gross profit margin percentage)

The percentage of the item's price that exceeds the cost of the item. You can use gross margin to determine the profit of an item on the order based on the item's selling price, or to determine the profit of an entire order. See Determining Gross Profit for a discussion.

The Display Gross Margin (A65) secured feature controls whether this field is indicated in order entry, maintenance, inquiry and item availability.

Numeric, 5 positions with a 2-place decimal; display-only.

Quantity reserved

The number of units of the item reserved.

The system may reserve inventory from a single warehouse or over multiple warehouses, depending on whether a warehouse is defined for the order and the values in the Ship Complete from 1 Warehouse (B16) and Split Line Over Multi Whse (B19) system control values.

Using Immediate Reservation

If using Immediate Reservation (A64), inventory is reserved on a first-come, first-served basis (FIFO) in the specified warehouse (at the order detail line level, the order level, or from the warehouse list for the item) as you add the item to the order.

Using Interactive Reservation

If using Interactive Reservation, no inventory is reserved until you run the Interactive Reservation program to selectively reserve inventory; see Working with Interactive Reservation (MIRV).

Influences on Reservation

Reservation occurs only if:

• The Use OROB for Fulfillment Assignment (M31) system control value is unselected, or if selected, the item is not eligible for fulfillment assignment. See Brokered Backorders.

• The order is not a future order -- the system- calculated date is less than or equal to today's date (see the Arrival date field).

• The Customer is not flagged to bypass reservation based on the Bypass res flag for the customer or the Bypass reservation flag for the customer class.

• The quantity ordered of the item is not greater than or equal to the value in the Reserve qty (Reserve quantity limit) field for the item

• The item is not frozen (Reservation freeze = Unselected in Item Warehouse table)

• Reservations can be performed against the warehouse (Allocatable flag = Selected for the warehouse)

When the item is reserved...

If the item is available in the specified quantity, the system reserves the inventory so that no other order can take it and increases the reserve quantity in the Item/Warehouse record in the designated warehouse.

When the item cannot be reserved...

If no quantity is available of the item, the screen does not initially display the Rsv field for the item. The quantity ordered is in the Avl field as a negative number. The system backorders the item and updates the detail line with a backorder reason of No allocate.

When the item is partially reserved...

If the entire quantity ordered is not available for the item, the quantity that is available is reserved (and indicated in the Rsv field) and the quantity unavailable is backordered (and is a negative number in the Avl field). The system updates the detail line with a backorder reason of Not enough avail in whse.

The system updates the B/O field on the Select Item Relationships Window if there is not enough inventory available to reserve the entire quantity ordered on the order detail line and the Avl value is negative.

Numeric, 5 positions; display-only, updated by the system.

Quantity printed

The quantity of this item printed on pick slips.

Blank during Order Entry, but updated after Pick Slip Generation.

You can review the quantity printed through Order Maintenance or Order Inquiry.

Numeric, 5 positions; display-only, updated by the system.

Quantity shipped

The number of units of this item that have been shipped.

An item on an order is identified as “shipped” through the Confirmation program. Only items for which pick slips have been generated are eligible to be shipped.

Blank during Order Entry.

You can review the quantity shipped through Order Maintenance or Order Inquiry.

Numeric, 5 positions; display-only, updated by the system.

Quantity returned

The number of units of this item on this order that have been returned. Only items that have been shipped can be returned.

Blank during Order Entry. You can review the quantity returned through Order Maintenance or Order Inquiry.

Numeric, 5 positions; display-only, updated by the system.

Quantity canceled

The number of units of this item that have been canceled from this order through Order Maintenance.

Blank during Order Entry. You cancan review the quantity canceled through Order Maintenance or Order Inquiry.

Numeric, 5 positions; display-only, updated by the system.

Quantity sold out

The number of units of this item on this order that have been identified as sold out.

Sell Out in Order Entry

You can identify an item as sold out during Order Entry if the item is unavailable and the customer wants to cancel the item from the order. Instead of simply deleting the item from the order and losing true demand, select Sell Out for the item to have an accurate count of the number of orders for this item. Based on this figure, you might increase the quantity ordered from your vendor.

You cannot sell out an item that has been reserved.

Sell Out Item Automatically

In the Item table, you can mark an item as a sold out item by entering a value in the S/O control field. Some items will sell out:

• Immediately

• Immediately, when the item is no longer available in the warehouse (on-hand = 0)

• Immediately, when the item is no longer available in the warehouse and you no longer have outstanding purchase orders for this item from your vendors (on-hand = 0 and on-order = 0).

You can specify the quantity of the item that you expect to receive in returns, and that you will use to fulfill backorders. The system checks the projected return field only if the item has a soldout control status of 2 (include on-order quantity on purchase orders); see Working with Soldout Controls (WSLD).

Updated during Order Entry if the item is sold out immediately; otherwise, the system updates this field when you use Processing Auto Soldout Cancellations (MASO).

Numeric, 5 positions; display-only, updated by the system.

Reserved date

The date when the system reserved the item on this order.

Numeric, 6 positions (in user date format); display-only, updated by the system.

Printed date

The date when the system printed pick slips for this item on this order.

Blank during Order Entry and is updated after Pick Slip Generation.

You can review this date through Order Maintenance or Order Inquiry.

Numeric, 6 positions (in user date format); display-only, updated by the system.

Shipped date

The date when the item was confirmed for shipment.

Blank during Order Entry.

You can review this date through Order Maintenance or Order Inquiry.

Numeric, 6 positions (in user date format); display-only, updated by the system.

Returned date

The date when a return was entered for the item on this order.

Blank during Order Entry.

You can review this date through Order Maintenance or Order Inquiry.

Numeric, 6 positions (in user date format); display-only, updated by the system.

Canceled date

The date when a quantity ordered of this item was canceled through Order Maintenance.

Blank during Order Entry.

You can review this date through Order Maintenance or Order Inquiry.

Numeric, 6 positions (in user date format); display-only, updated by the system.

Sold out date

The date when the item was sold out on this order, either during Order Entry or automatically by the system.

The date can reflect the item entry date (if the item was sold out immediately during Order Entry) or a later date (if the item was sold out through Processing Auto Soldout Cancellations (MASO)).

Numeric, 6 positions (in user date format); display-only, updated by the system.

Item

The code for a unit of inventory that you sell.

Item codes are defined in and validated against the Item table.

Alphanumeric, 12 positions; display-only.

SKU

The style associated with the item, such as its color or size.

Alphanumeric, three 4-position fields; display-only.

Description (Unlabeled field to the right of the Item/SKU fields)

The description of the item.

Alphanumeric, 25 positions; display-only.

Whs (Warehouse code)

The warehouse into which this item will be received.

Warehouses are defined in and validated against the Warehouse table; see Creating and Maintaining Warehouses (WWHS).

Numeric, 3 positions; optional.

PO #

The purchase order on which this item was ordered. Held purchase orders are not listed.

Numeric, 7 positions; display-only.

Ln #

The line number on the purchase order on which this item was ordered.

Numeric, 3 positions; display-only.

Vendor#

The code for the supplier from whom you purchase products or services.

Vendors are defined in and validated against the Vendor table; see Working with Vendors (WVEN).

Numeric, 7 positions; display-only.

Name

The vendor's name. Blank if the Vendor Name Display (D41) field in the System Control table is unselected.

Alphanumeric, 30 positions; display-only.

Qty due

The number of units of this item ordered that are not already used by backorders. Updated through the P.O. Layering program. See Purchase Order Layering and Backorder Notifications.

Numeric, 7 positions; display-only.

Date (Expected delivery date)

The date on which the item is due to be received from the vendor.

The expected delivery date is cleared once you receive the purchase order in Purchase Order Receiving.

No date is indicated here if the item has been reserved or if there are no outstanding purchase orders for this item.

Numeric, 6 positions (in user date format); display-only.

Item

The code for a unit of inventory that you sell.

Alphanumeric, 12 positions; display-only.

SKU

The style of the item, such as its color or size.

Alphanumeric, three 4-position fields; display-only.

Total avail

The quantity of this item that is available to sell in your shippable warehouses.

Numeric, 7 positions; display-only, updated by the system.

Whs

The warehouse in which the item is currently available to be sold.

Warehouse codes are defined in and validated against the Warehouse table.

Numeric, 3 positions; display-only.

Description

The description of the warehouse.

Alphanumeric, 30 positions; display-only.

Avail (Available)

The quantity of this item currently available to be sold in the warehouse.

Numeric, 7 positions; display-only, updated by the system.

B/O (Backorder quantity)

The quantity of this item currently backordered in the warehouse. This means that the item was ordered on previous orders, but was not available for sale. Usually purchase orders are placed with your vendors for these backordered items.

A negative sign indicates that the item is backordered.

Numeric, 7 positions; display-only, updated by the system.

Open PO

The total quantity of this item in this particular warehouse that is due to be received on unreceived or partially received purchase orders.

Enables you to estimate when the item will be received.

Numeric, 7 positions; display-only, updated by the system.

Item

The code for a unit of inventory.

Alphanumeric, 12 positions; display-only.

SKU

The style of the item, such as its color or size.

Alphanumeric, three 4-position fields.

Description (Unlabeled field below the Item/SKU fields)

The description of the item.

Alphanumeric, 25 positions; display-only.

Offer

The code for the catalog, newspaper, or space advertisement from which you accept orders.

Offers are defined in and validated against the Offer table. Use the Item/Offer table to identify which items are carried in the offer. Also, use the Item Prices table to define price breaks for the item in the offer.

Alphanumeric, 3 positions; display-only.

Description

The description of the offer.

Alphanumeric, 30 positions; display-only.

Effective (Effective date)

The starting date for the item price break in this offer.

This item quantity discount is available until the next effective date, if any.

From the Effective date in the Item Prices table.

Numeric, 6 positions (in user date format); display-only.

Qty (Quantity)

The quantity of the item that must be purchased to receive the price break. Any SKU ordered for this item is counted towards this quantity.

This number is from the Quantity in the Item Prices table.

If the quantity is 1, you are offering your customers an automatic discount if they purchase this item. If the quantity is greater than 1, your customers must purchase several units of the item (such as in different colors) to receive the price break.

Customers assigned to the pricing column defined here receive the quantity break price automatically regardless of the quantity ordered.

Numeric, 7 positions; display-only.

Price

The selling price of the item for your regular customers who order the required quantity of the item or who belong to the appropriate pricing column.

Items eligible for the price break are repriced automatically and the system updates the pricing method field with *Quantity Break Price.

Numeric, 7 positions with a 2-place decimal; required, calculated by the system.

Assoc

The selling price of the item for your associate customers (Associate = Selected in the Customer table) who order the required quantity of the item or who belong to the appropriate pricing column.

Items eligible for the price break are repriced automatically and the system updates the pricing method field with *Quantity Break Price.

Numeric, 7 positions with a 2-place decimal; required, calculated by the system.

Col (Column number)

The pricing column eligible for this price break.

Customers belonging to this pricing column receive the quantity price break automatically, regardless of the quantity ordered.

Numeric, 2 positions; display-only.

Available qty

The quantity of the item currently available to sell after accounting for the current order line. Item availability is calculated as follows:

On hand – Protected – Reserved – Reserve Transfer – Backordered = Available quantity

This field is included only if the Hide Item Availability in Order Entry (J66) system control value is unselected.

Note: If the Available Qty shown is 0 or more, the system has already reserved the quantity on the current order. If the Available Qty shown is a negative amount, there is not enough inventory and the customer should be informed.

See Display Inventory Warehouses Screen for more information.

Numeric, 7 positions; display-only.

Order #

A number to identify an order.

Numeric, 8 positions; display-only, assigned by the system.

Ship-to # (unlabeled field to the right of the order number)

A number to identify the shipping address on this order. The system assigns a sequential ship-to number to every order, even if the shipping address and the sold-to address are the same. The first ship-to address is assigned the number 1.

Numeric, 3 positions; display-only, assigned by the system.

Line #

The line number of the item on the order.

Numeric, 3 positions; display-only.

Sold To (Sold-to customer name)

The customer's last name, first name and initial, or the name of the company placing the order.

Alphanumeric, 41 positions; display-only.

Ship To (Ship-to customer name)

The last name, first name and initial of the customer you are shipping the order to.

Alphanumeric, 41 positions; display-only.

Item

The code for the item.

Alphanumeric, 12 positions; display-only.

SKU (Unlabeled field to the right of the item number)

The style of the item, such as its color or size.

Alphanumeric, three 4-position fields; display-only.

Special handling

The special handling code that identifies the type of work to be performed on the item.

Special handling codes are defined in and validated against the Additional Charges table. See Special Handling Overview for more information.

Alphanumeric, 2 positions; display-only.

Description (Unlabeled field to the right of the special handling code)

The description of the special handling code.

Alphanumeric, 30 positions; display-only.

Item description (unlabeled field below Special handling field)

The description of the item.

Alphanumeric, 25 positions; display-only.

Charge

The charge for performing the extra work on the item. This charge is added to the Hnd (Handling) totals on the order.

Your entry here overrides the S/H charge defined for the item/SKU offer, if any.

Leave this field blank if you are not charging the customer for this work.

Note: If the Evaluate Special Handling Charges by Order Line (D67) system control value is selected, the special handling charge will be added to the order once per line no matter what the unit quantity. If this system control value is unselected, the charge will be multiplied by the unit quantity.

Numeric, 7 positions with a 2-place decimal; optional.

Handling information

Use this area of the screen to enter notes about how to work on the item. This information prints on the pick slip.

You can use as much room as necessary to enter special handling instructions, but remember that this information prints on the pick slip so space is limited there.

If you click OK at this screen without entering any information, the system still applies the special handling charge to the order.

Alphanumeric, 30 positions each line; optional.

Available qty

The quantity of the item currently available to sell after accounting for the current order line. Item availability is calculated as follows:

On hand – Protected – Reserved – Reserve Transfer – Backordered = Available quantity

This field is included only if the Hide Item Availability in Order Entry (J66) system control value is unselected.

Note: If the Available Qty shown is 0 or more, the system has already reserved the quantity of the current order. If the Available Qty shown is a negative amount, there is not enough inventory for the order.

See Display Inventory Warehouses Screen for more information.

Numeric, 7 positions; display-only.

Order #

The number used to identify an order.

Numeric, 8 positions; display-only.

Ship to # (Unlabeled field to the right of the order number)

The number used to identify the shipping address on the order.

Numeric, 3 positions; display-only.

Line #

The line number of the item on the order.

Numeric, 3 positions; display-only.

Item

The code to identify a unit of inventory that you sell.

Alphanumeric, 12 positions; display-only.

Description (Unlabeled field below Item code)

The item description.

Alphanumeric, 25 positions; display-only.

SKU

A code to identify the style of the item, such as its color or size.

Alphanumeric, three 4-position fields; display-only.

Special handling

The special handling code. See Special Handling Overview for more information.

Alphanumeric, 2 positions; display-only.

Description

The description of the special handling code.

Alphanumeric, 25 positions; display-only.

S/H price

The price you are charging the customer for the special handling. Included only if you have specified a S/H price (Special handling price) for the item/SKU offer; otherwise, the Charge, which defaults from the special handling format, is indicated instead.

The default price specified for the item/SKU offer defaults, but you can override it if you have authority based on the Enter or Override S/H Price (B12) secured feature; otherwise, it is display-only.

If the Evaluate Special Handling Charges by Order Line (D67) field in the System Control table is unselected, the charge for the special handling will be multiplied by the number of units ordered; otherwise, it will be added just once for each order line associated with custom special handling.

The charge is added to the Hnd (Handling) bucket of the order totals.

Numeric, 7 positions with a 2-place decimal; optional or display-only.

Space guide

A ruler displayed to assist operators in counting the number of spaces used on a detail line when there are line length restrictions. For example, you might limit engraving initials to three characters. The maximum number of characters you can allow on a detail line is 45.

Numeric, 45 positions; display-only.

Label

The description of a special handling option defined for this custom special handling format.

Alphanumeric, 15 positions; display-only.

Input

An entry field for you to enter the response to each special handling option available in the custom special handling format.

You can click on the arrow at the Input field to display a list of valid responses and response descriptions; however, if you do not select a response from the subsequent screen, it clears the previous entry from the Input field and you will need to re-enter it. When you are using default text, the text defaults automatically from the customer sold-to table, allowing you to skip over those detail lines. If you need to, you can change the information displayed in the default text detail lines.

A message indicates if you do not enter a value in a required field:

Required field - a valid value must be entered.

A message indicates if you have defined valid values for a field in the Special Handling Format table and you enter an invalid response:

Value entered is not a valid response.

Note: You can enter upper and lower case text in an input field if the Enter Custom Special Handling in Upper and Lower Case (D65) field in the System Control table is selected.

Alphanumeric, 45 positions; may be required.

Charge

The charge associated with an option in the custom special handling format. Only fields defined as feature options can carry a separate charge. Included only if you have not specified a S/H price (Special handling price) for the item/SKU offer; otherwise, the special handling price for the offer is in the S/H price field instead.

The charge defaults from the custom special handling format; however, you can add or remove a charge only f you have authority based on the Enter or Override Personalization Charge (A40) secured feature.

If the Evaluate Special Handling Charges by Order Line (D67) field in the System Control table is unselected, the charge for the special handling will be multiplied by the number of units ordered; otherwise, it will be added just once for each order line associated with custom special handling.

The charge is added to the Hnd (Handling) bucket of the order totals.

Numeric, 7 positions with a 2-place decimal; optional.

Primary item

The primary item to which the coordinate items are linked. If the Display Item Alias (D56) system control value is selected, the alias is indicated here instead of the actual item code.

Item codes are defined in and validated against the Item table.

The description of the item is to the right.

Item code: alphanumeric, 12 positions; display-only.

Description: alphanumeric, 40 positions; display-only.

Offer

The offer associated with the primary item. Only coordinate items that are included in this offer display.

Offer codes are defined in and validated against the Offer table.

Alphanumeric, 3 positions; display-only.

Qty (Quantity)

Enter the quantity of the coordinate item to add to the order. When you select OK, the system returns you to the Work with Order Lines screen, adding the selected coordinate item to the order.

Enterable only if the item does not have SKUs. To add a SKUed coordinate to the order, select Display SKUs for the item to advance to the Select Coordinate Items Window.

See To Add Coordinates to the Order for instructions on adding a coordinate to the order.

Numeric, 5 positions; optional (non-SKUed items only).

Coordinate

The item that is linked to the primary item for cross-selling purposes.

To scan, enter a full or partial item code to display coordinates in alphanumeric order beginning with your entry.

Which coordinates display?

• Base items only: This window displays only non-SKUed items and base items of SKUed items. To review SKUs, select the base item and select Display SKUs; you advance to the Select Coordinate Items Window.

• Backordered items: The window displays backordered items only if the Display Backordered Coordinate Sale Items (F41) system control value is selected; also, it always displays soldout items if there is stock on-hand but they were sold out with a soldout control value of Sellout immediately.

• Same offer: Only coordinate items that are in the same offer as the primary item display.

• Non-inventory: Non-inventory items always display.

Alias

The alias is indicated if the Display Item Alias (D56) system control value is selected; however, scanning is by actual item code only.

Alphanumeric, 12 positions; optional.

Description

The first 25 positions of the description of the coordinate item.

Alphanumeric, 25 positions; display-only.

Price

The unit price of the coordinate item. The system determines pricing for the coordinate item in the same way as other items.

Numeric, 7 positions with a 2-place decimal; display-only.

Avail (Available)

The quantity of the coordinate item available for sale. A negative number indicates that the item is backordered.

Blank for SKUed items.

Numeric, 7 positions; display-only.

Page#

The page number of the offer where the coordinate item appears; from the Item Offer record.

Numeric, 5 positions; display-only.

Ty (type)

A code representing a type of item coordinate, such as mandatory or optional. The type also controls the sequence in which to display coordinate items in this window. For example, coordinate items assigned to type S (strongly recommended) are before coordinate items assigned to type O (optional accessory).

Coordinate type codes are defined in and validated against the Item Coordinate Type table; see Working with Item Coordinate Types (WICT).

Alphanumeric, 2 positions; optional.

Message (Unlabeled field below the coordinate)

A persuasive or descriptive message about the item coordinate.

Alphanumeric, 70 positions; display-only.

SKU

The item's unique characteristics, such as its color and size. If the Display SKU Description in place of SKU Element (F25) system control value is selected, the SKU description is displayed here instead.

Scanning on the SKU is not currently implemented.

Alphanumeric, three 4-position fields; optional.

Exp dt (Expected delivery date)

The date when the SKU is due to be received from the vendor.

No date is included here if there are no outstanding purchase orders for this SKU.

This date is included for drop ship items only if the Assign Drop Ship Expected Ship Date (I59) system control value is selected. See that system control value for more information.

Numeric, 6 positions (in user date format); display-only.

Exp qty (Next expected qty)

The quantity of this SKU expected on the next purchase order that can fulfill the current order, taking into account SKUs already promised to backorders on earlier purchase orders.

Numeric, 7 positions; display-only.

Order #

A number to identify the order.

Numeric, 8 positions; display-only, assigned by the system.

Sold To (Sold-to customer name)

The last name, first name and initial of the customer or the name of the company that is placing the order.

Alphanumeric, 41 positions; display-only.

Ship To (Ship-to customer name)

The last name, first name and initial of the customer or the name of the company that you are shipping the order to.

Alphanumeric, 41 positions; display-only.

Item

The code for a unit of inventory that you sell.

Alphanumeric, 12 positions; display-only.

SKU

The style of the item, such as its color or size.

Alphanumeric, three 4-position fields; display-only.

Messages

Use this area of the screen to enter notes about the item.

You can print any of these messages by entering a print code in the Print field. You can also enter informational messages that do not print anywhere.

Each message line is treated as a separate message on the system. Therefore, you can select different printing options for each message line.

Default Message

Select the prompt arrow next to a blank Messages field to advance to the Select Default Message Screen, where you can review and select a default message to default its message text and print code to the Messages and Print fields. Default messages are defined in and validated against the Default Message table.

Alphanumeric, 60 positions each line.

Print

A code that controls whether the message prints.

Valid values are:

• Both = Print on invoice and pick slip

• Invoices = Print on invoice only

• Picks = Print on pick slip only

• Nowhere = The message is informational and does not need to be printed.

Optional.

Date

The date on which the message was entered.

Numeric, 6 positions (in user date format); display-only.

User

The user ID of the person who entered the message.

Alphanumeric, 6 positions; display-only, updated by the system.

Category

A high-level classification code for a group of items. This may represent a product group or merchandise class, such as “Computer Hardware.”

Item category codes are defined in and validated against the Item Categories table.

Enter an item category code in the Itm category field in the SKU table to assign an item to a category.

You can run inventory reports based on item category.

Alphanumeric, 4 positions; required.

Compatibility

A user-defined code to further classify items within an item category. Compatible items should be assigned the same compatibility code, such as, “IBM-Compatible.”

Enter a code in the Compatibility field of the SKU table to assign a compatibility code to the item; the system does not validate this value.

Alphanumeric, 3 positions; optional

Price range

The price range of the compatible items. Only items that are priced in this range and belong to the specified category and compatibility are listed.

Leave the Price range fields blank to obtain a list of all compatible items, regardless of selling price.

Numeric, 8 positions with a 2-place decimal; optional.

Category

A high-level classification code for a group of items. This may represent a product group or merchandise class, such as “Computer Hardware.”

Alphanumeric, 4 positions; required.

Compatibility

A user-defined code to further classify items within an item category.

Alphanumeric, 3 positions; required.

Qty

Enter the number of units of this item the customer wants to order.

The system will add a detail line to the order for this item.

Numeric, 5 positions; required when selecting the item.

Item

The code for a unit of inventory that you sell.

Alphanumeric, 12 positions; display-only.

SKU

A code for the style of the item, such as its color or size.

Alphanumeric, three 4-position fields; display-only.

Availability (Quantity available)

The number of units of the item available to sell.

Numeric, 7 positions; display-only, updated by the system.

Action

Displays Added to order when you select an item from this screen for the order.

Alphanumeric, 14 positions; display-only.

Description (unlabeled field below Item field)

The description of the item.

Alphanumeric, 25 positions; display-only.