Entering Sales Order Item Information
After you enter header information on the sales order, you enter the detail line information to the sales order. Because the system retrieves most of the detail information from other tables, you enter only minimal information. You can review and change the values as necessary.
Access the Sales Order Detail Revisions form.
- Quantity Ordered
Enter the number of pieces of an item that the customer wants to order.
- UoM (unit of measure)
Enter a UDC (00/UM) that indicates the transaction quantity in which to express an inventory item, for example, CS (case) or BX (box). If you leave this field blank, the system populates the field using the value that is entered in the Item Master table.
- Item Number
Enter the alphanumeric identification number of the item that the customer wants to order. The system populates many of the fields on each item line based on the information that is stored in the Item Master table for the item that you enter. The value that you enter can be in short, long, or third-item number format.
- Ln Ty (line type)
Enter a code that controls how the system processes lines on a transaction. It controls the systems with which the transaction interacts, such as JD Edwards EnterpriseOne General Ledger, JD Edwards EnterpriseOne Job Cost, JD Edwards EnterpriseOne Accounts Payable, JD Edwards EnterpriseOne Accounts Receivable, and JD Edwards EnterpriseOne Inventory Management. It also specifies the conditions under which a line prints on reports, and it is included in calculations. Codes include:
S: Stock item.
J: Job cost.
N: Nonstock item.
F: Freight.
T: Text information.
M: Miscellaneous charges and credits.
W: Work order.
- Requested Date
Enter the date by which the customer has requested to receive the item.
- Unit Price
Review the list or base price to be charged for one unit of this item. In Sales Order Entry, all prices must be set up in the Item Base Price File table (F4106). You can override this value.
- Extended Price
Review the system-calculated extended price. This price is the number of units multiplied by the unit price. The extended price does not include backordered items.
- Last Status
Review this field to determine the last step in the processing cycle that this order line has successfully completed. Values are stored in UDC 40/AT.
- Next Status
Review this field to determine the next step in the order flow of the line type. Values are stored in UDC 40/AT.
- Branch/Plant
Enter the Branch/Plant code from which the item should be retrieved to fulfill the sales order. This is an alphanumeric code that identifies a separate entity within a business for which you want to track costs. For example, a business unit might be a warehouse location, job, project, work center, branch, or plant. You can assign a business unit to a document, entity, or person for purposes of responsibility reporting. For example, the system provides reports of open accounts payable and accounts receivable by business unit to track equipment by responsible department. Business unit security might prevent you from viewing information about business units for which you have no authority.
- Location
Enter the storage location from which goods are moved. The primary location of an item is represented as ".." if the item location and branch plant information are set up correctly.
- Lot Number
Enter a number that identifies a lot or a serial number for an item.
- Line Number
Review the system-assigned number that identifies multiple occurrences, such as line numbers on a purchase order or other document. Generally, the system assigns this number, but in some cases you can override it.
- PR UoM (pricing unit of measure)
Enter a UDC (00/UM) that indicates the unit of measure in which you usually price the item.
- Quantity Shipped
Enter the number of units committed for shipment in Sales Order Entry, using either the entered or the primary unit of measure that is defined for this item.
- Quantity Backordered
Review the number of units backordered in JD Edwards EnterpriseOne Sales Order Management or in Work Order Processing, using either the entered or the primary unit of measure that is defined for this item.
- Quantity Canceled
Review the number of units canceled in Sales Order or Work Order Processing, using either the entered or the primary unit of measure that is defined for this item.
- Unit Cost
Review the amount per unit, which is derived by dividing the total cost by the unit quantity.
- Extended Cost
Review the system-calculated extended cost amount. For sales orders and purchase orders, this amount is calculated as the unit cost multiplied by the number of units. The extended cost does not include backordered items.
- % Profit Margin (percent profit margin)
Review this value to determine the profit margin percentage for the order detail line. This is calculated as ((Price − Cost) ÷ Price) × 100
- Mod Trn (mode of transportation)
Enter a UDC (00/TM) that describes the nature of the carrier being used to transport goods to the customer, for example, by rail, by road, and so on.
- Carrier Number
Enter the address number for the preferred carrier of the item. The customer or the organization might prefer a certain carrier due to route or special handling requirements.
Display all columns to access these fields:
- Secondary Quantity
Displays the secondary quantity. The system calculates a secondary quantity based on the quantity ordered and unit of measure entered for items that have dual units of measure set up.
You enter transactions using either the secondary quantity and unit of measure or the transaction quantity and unit of measure.
- Secondary UoM (secondary unit of measure)
Enter a secondary unit of measure for the transaction. Use this option to specify whether the system must maintain inventory balances and record transactions for an item in a secondary unit of measure that does not have a fixed conversion to the primary unit of measure. Typically, you select this option when the item is ordered or sold by a packaged quantity and priced by weight or volume.