Client Order Items Tab

Items that have been picked / invoiced cannot be deleted from this tab. In addition, the quantity cannot be reduced below what has already been picked. The price of invoiced items cannot be changed.

The user can delete a line referencing a cancelled line from a Purchase Order or Change Order PO.

Important Fields

Click the Magnify button to display all fields for the selected line.

Click the Lines View button to display the multiple line view.

Cost: Revenue: GM$: GM%: Markup%
A Cost, Revenue, Gross Margin $, Gross Margin % and Markup% summary for the order is displayed at the top of this tab. This information is dynamically updated as the order is being entered.

Note: Client Orders created prior to 8.2.529.011 will display a Unit Cost of 0.00. Orders created from this version forward will display the cost that was defaulted when the line was entered.

Drop Ship?
Flag this field if this item should be drop-shipped from your vendor directly to the client’s site.

The Dropship can be set after entering the Inventory Id:

- If No PO has been generated for the line - Allow Drop Ship Checkbox to be checked or unchecked after the Item Id has been entered.

- If a PO has already been generated for the line - DO not allow the checkbox to be cleared unless the PO has been cancelled.

- Validation prevents the setting of the Drop Ship flag if the line is on a pick ticket or has been invoiced.

When you click the Add or Save button, and the Order Type is set to Order, the Drop Ship Wizard launches so that a PO can automatically be generated to a Vendor. Click Client Order Drop Ship Wizard for details on using the wizard.

Tip: You can save an order with drop shipments as a ‘quote’ without invoking the wizard. When the quote becomes an order, the operator will change the order type from ‘quote’ to ‘order’. The Drop Ship Wizard will then be invoked when the order is saved.

Tip: Customer Changes Order
Assume that your customer calls up and wants some material. You create a new Client Order, add 20 items, all of which are to be drop shipped. You create the PO through the wizard. ½ Hour later customer calls up and says that they won’t need 5 of those items.

To correct this, you can't delete the line off the Client Order until you delete it off the PO (which it does allow). Then the line(s) will delete.

Invoicing Drop Shipped Items:
Drop-shipped items will not appear on the COP Invoice until the PO has been vouchered in the AP Journal or the items have been received in the Inventory Receipts Journal (a registry entry is required: Global Settings: Receipt Dropship in IRJ ) .

Inventory Item Id:
Your company's Inventory Item Id (double-click to select from a list of items). If the customer has ordered this item previously, you may instead enter the Customer Part # and press Enter to pop up your Inventory Item number. This Inventory Item will actually be relieved from stock when the order is completed. Only active items may be purchased.

If this is a transfer order, then the client’s description will be set to the inventory item name.

If the user clears the Inventory Item Id, the other fields on the line (like quantity allocated) are also cleared.

The system also checks to see if a part has been superceded (the Superceded By field on the Inventory Other Tab is filled in). When a superseded part number is entered into this field, the system will alert the user that

Item A has been superceded by Item B. Use New Item?

It the user clicks Yes, the new part (B) will be returned to the field. If the user clicks No, part A (which has been superceded) will remain in the field.

Order Quantity:
The quantity being ordered or quoted.

Unit Cost:
The Unit Cost field defaults from the Inventory Item record when a new line is entered. If the Item's Cost is specified as Average, the Unit Cost is set based on the Inventory Location (if available) specified on the Order first, then the overall cost if the cost by Location is not available.

Note: Client Orders created prior to 8.2.529.011 display a Unit Cost of 0.00. Orders created from this version forward display the cost that defaulted when the line was entered.

Unit Price:
The price charged per unit, exclusive of discounts. If this item is flagged for unit pricing, this field defaults from the Inventory Item record based on the Pricing Level specified in this customer's record. If you leave this field blank, it will be calculated by the system when you enter the extended price.

Price Code Handling:
The Inventory Item allows for 10 levels of Material Pricing, but Price Codes only allow for 5. If price codes are in effect, and the default price level from the Client Site is greater than 5, the system now defaults price level 1 from the Price Code. A registry entry Price Code Handling (sys-ffv-global-settings) is available to always default the value from the Price Code level 1, regardless of the Material Price Level in the Client Site.

Prices Codes Using Margins:
If there is a match with the Site's and Inventory Item's Price Code, the system inserts the appropriate Margin based on the Site's Price Level when the Inventory Item is selected. When the user enters and tabs out of the Quantity field, the margin will be converted to the appropriate Unit Price based on the cost.

Foreign Currency Processing - Unit Price: Extended Price:
If foreign currency processing is implemented on your system (and this Client Order is for a foreign customer), these fields should be entered in terms of the customer’s foreign currency, as it should appear on the invoice.

Alloc Qty:
This field defaults from the Quantity Ordered, but may be adjusted downward by the user in order to force a backorder of the item. Note that the Quantity Allocated cannot exceed the Quantity Ordered - Quantity Shipped.

Ext'd Price
This is calculated by the system based on the Order Quantity, Unit Price, and Discount fields.

The discount (if any) for this item as a percentage (e.g., 5% would be entered as 5.0).

This field defaults from the Client Site COP tab’s Discount field if Special Pricing is NOT in effect. If Special Pricing is NOT in effect, the Price itself will be set from the Site’s Last Time Bought (if applicable), or the item’s regular Unit Price. If 'Special Pricing' is in effect, the Discount Percent field will default to zero.

Special Pricing is in effect if and only if both the following are true:

The Client Site’s Price Code Id (on the Client Site's Contacts tab) is completed.

A Pricing Exception for that Price Code exists on the Inventory Item's Pricing tab.

Allow Partial Ship?
Flag this field if a partial shipment of this item is allowed. Double-click on this field (or press the Spacebar) to flag/clear it.

Substitute Item:
The LastTimeSold tab of the Client Site viewer shows a list of inventory items sold to the site along with information about the last sale. This information is based on the substitute rather than on the actual inventory item. NOTE: unless specifically entered differently on the Client Order, the actual and substitute items are identical.

Enhanced Substitute Item Number Functionality:
When entering an order line, enter the item number the customer thinks he is getting in the Inventory Item Id field – not the Substitute Item Field. This will properly load up the item description and the cost for the last time the customer ordered that item (see the Client Site Sales tab). It will also set the Substitute item number to the item number entered.

2. Then, change the item number in the Inventory Item Id field to the item number actually to be shipped.

3. The system will ask if you want to copy this to the substitute item number field. Answer ‘No’.

4. Proceed as usual. At this point, the first field on the child tab is the 'actual' item number. That is, this is the item that is withdrawn from inventory. The 'substitute' part number only appears on paperwork. The customer thinks that they are getting the 'substitute' item but they are really getting the 'actual' item.

The ‘substitute’ item will appear on the COP Invoice and Order Acknowledgement that is sent to the customer.

On the Pick Ticket, the first page lists the Substitute Item so that this page may be sent to the customer as a packing slip. The second page of the Pick Ticket is flagged as “INTERNAL COMMENTS – DO NOT SHIP THIS PAGE TO CLIENT”, and shows the part substitution as follows:


For this Part Number Substitute this Part

123100*   123105

PO Id:
If completed, this display-only field lists the PO generated by the Drop Ship Wizard.

image\magnifybutton.gif Click the Magnify button to view the following fields!

Backordered: Available:
U of Measure Needed: To Pick:

These display-only fields are maintained by the system as follows:

Repacking Charge:
If a Repack Table is specified in the Inventory Item record, the repack charge per unit will default based on the quantity ordered and standard container size.

Customer Part #:
The Customer's part number for this item. If the customer has previously ordered this item, the system will automatically fill in the Customer Part Number for you.

Date Requested:
Defaults from the Date Ordered field. This may adjusted by the user as needed.

Date Promised:
Defaults from the QTE tab in the inventory record if this item was added automatically when the PO and Client Site Id's were specified.

Date To Ship:
The target shipping date for this item - it defaults from the Ship Date on the Main tab. May adjusted by the user as needed. It controls which items are eligible to appear on the COP Pick List report, Only items with today's date or earlier are eligible for inclusion on this report.

Price Level:
The price level: this field defaults from the corresponding Price Level field in the header (upper) portion of this viewer. If the price level is changed for this particular item, the system will automatically update the Unit Price if this inventory item is flagged as using unit pricing.

GL Entity Id:
Defaults from the Location record (first), Client Site record (second) or Inventory Group (third). The GL entity in the Location will override the GL entity specified on the Client Site and Inventory Item Group. If you want the Client Site to supply the entity do not enter one in the Location. To default the GL Entity from the Inventory Item Group, the GL Entity field should be blank in both the Location and the Client Site records.

InterCompany Note: If Intercompany is enabled in your database, use the Client Order's GL Entity Registry entry to determine where the GL Entity should default from:

Pkg Qty
This field defaults from the quantity ordered.

Customer's Description
Briefly describes this item.

Serial Number:
The Serial Number field appears on the single view pane for the line.

If a serial number is entered at order entry time, it should appear on all resulting inventory history records.

If a serial number is entered at order entry time, instructions will appear on the pick ticket to pick the indicated serial number.

Additional Unit Cost:
This field appears on the single view pane for the line.

The additional unit cost should propagate to the imhstry and clntordrtoshp tables.

The additional unit cost should be included when extending the item cost and should be reflected in the Sales Journal entries generated when the invoice is posted.