Adding or Editing a Custom Product

You can add or edit a custom product from the Sales Order or Quote Products tab.

To add or edit

1. Open the Sales Order or Quote detail view Products tab.
2. Do one of the following:
   • Click the Add Custom Product button.
   • Click the Edit link for the custom product you want to edit.
3. In the Custom Product dialog box, view or edit the information as appropriate.
   • In the Line Number box, view the product line information.
   • Product - Type a name for the custom product.
   • Description - Type a product description.

   Additional information may be available if your implementation includes a Back Office Extension. This information is for display only and must be added or edited in the integrated application. For specific questions please refer to the documentation for the integrated application or contact your administrator.

4. On the Pricing tab and view or edit pricing details:

   The available pricing details depend upon the record type, if the product is custom, and if your implementation is integrated with other applications. If you are integrated with Infor CRM Back Office Extension, this information may not be editable.

   • In the Quantity box, enter the number of products.
   • Price Level- Click the drop-down arrow and select the price level to be used. (Not available for Infor CRM Back Office Extension)
   • Unit of Measure - The scale used to measure the quantity of the commodity. (Infor CRM Back Office Extension only.)
   • Base - Type the price of the product. (Not available for sales orders integrated with Infor CRM Back Office Extension)
   • In the Discount box, enter a discount percentage.
     The number is automatically changed to a percent. For example, "50" will be "50%". If you enter ".5", then it will be ".5%". The Adjusted Price is automatically calculated. (Not available for Infor CRM Back Office Extension)
   • Adjusted (Base) - Displays the base price of the product, minus the discount, in the base currency.
   • Extended (Base) - Displays the adjusted price multiplied by the quantity.
   • Adjusted (Sales Order) or (Quote) - Displays the price of the product, minus the discount, in the sales order or quote currency. (Multi-Currency only)
   • Extended (Sales Order) or (Quote) - Displays the adjusted price multiplied by the quantity in the sales order or quote currency. (Multi-Currency only)
5. On the ERP Details tab, view and edit information about the Sales Order or Quote.
• Status - The status within the integrated back office application.
• Status Date - The date on which the status last changed.

• Inco Term - International Commercial (INCO) Terms are a series of pre-defined commercial terms widely used in International commercial transactions or procurement processes.

  Notes - Displays notes from the associated ERP system. These notes cannot be edited.

• PO Reference - (Optional) Type the line level purchase order reference number or ID. (Not available for Quotes)
• Open Quantity - Displays the quantity of the product within the integrated back office application that is available to ship. (Not available for Quotes)
• Fixed Price Item - Indicates if the price is fixed and cannot be adjusted.
• Rush Request - Select if the customer has requested the product to be shipped immediately.
• Back Ordered - Indicates if the product is unavailable to ship and is currently on back order. (Not available for Quotes)
• Substitute Item - Indicates if the product is a substitution of another product. (Not available for Quotes)
• Warehouse - Indicates the warehouse where the product is stored.
• Unit Price UOM - The price per unit of measure.
• Open UOM - The unit of measure for the quantity of the product within the integrated back office application that is available to ship. (Not available for Quotes)
• Price Per Quantity - The unit price per Unit of Measure (UOM). Generally this will be a value of 1.
• Price Per Quantity UOM - The Unit of Measure (UOM) for the Price Per Quantity value.
• UPC ID - The Universal Product Code identification number. (Not available for Quotes)
6. On the Ship tab, view or edit the shipping details:
• Required Delivery - The deliver by date. Click the Calendar button to select a date.
• Ship To - The ship to record associated with the sales order or quote product. To change the ship to, click the Find button.

• Shipped Quantity - The quantity of the product that has been shipped as of the current date. (Not available for Quotes)

• Promised Ship - The date on which the customer was promised the product would be shipped.
• Drop Ship - Indicate if the product can be shipped directly from the manufacturer or another provider.
• Shipped UOM - The Unit of Measure (UOM) for the Shipped Quantity value. (Not available for Quotes)
• Promised Delivery - The date on which the customer was promised the product would be delivered.
• Partial Shipment Allowed - Indicates if the product can be shipped separately from other products associated with the sales order or quote. (Not available for Quotes)
7. Sub-Lines
   • Use the Sub-Lines tab to view additional details. For specific questions please refer to the documentation for the integrated application or contact your administrator.
8. Discount Charges
   • Use the Discount Charges tab to view or edit discount charges associated with the product. For specific questions please refer to the documentation for the integrated application or contact your administrator.

9. Click OK.

Related Topics

Adding a Product

Editing a Product