Adding or modifying a custom product

Access the Sales Order or Quote detail view.

Click the Products tab. See Sales Order and Quote Products tab.

Click Add Custom Product.

Note: You can click the Edit link to modify the custom product.

View or modify the information in the Custom Product window:

Line Number: The product line information.

Product: The name of the custom product

Description: A product description.

Additional information is available if the implementation includes a Back Office Extension. This information cannot be modified. To add or modify this information go to the integrated application. For specific questions please refer to the documentation for the integrated application or contact the administrator.

View or modify pricing details on the Pricing tab:

Note:

The available pricing details depend on record type, if the product is custom, and if the implementation is integrated with other applications.
If you are integrated with Infor CRM Back Office Extension, this information cannot me modified. See Back Office

Quantity: The number of products.
Price Level: Click the arrow and select the price level to be used. (Not available for the application Back Office Extension)
Unit of Measure: The scale used to measure the quantity of the commodity. (Application Back Office Extension only.)
Base: The price of the product. (Not available for sales orders integrated with the application Back Office Extension)
Discount: A discount percentage. The number is automatically changed to a percent. For example, '50' changes to '50%'. If you specify '.5', the value is '.5%'. The Adjusted Price is automatically calculated. (Not available for the application Back Office Extension)
Adjusted (Base): 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): The price of the product, minus the discount, in the sales order or quote currency. (Multi-Currency only)
Extended (Sales Order) or (Quote): The adjusted price multiplied by the quantity in the sales order or quote currency. (Multi-Currency only)

View and modify information about the Sales Order or Quote on the ERP Details tab:

Status: The status within the integrated back office application.
Status Date: The date on which the status was 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.
PO Reference: (Optional) Type the line level purchase order reference number or ID. (Not available for Quotes)
Note: Displays notes from the associated ERP system. These notes cannot be edited.
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: The price based on one unit of measure. For example, One each, One Doz, One Box, One Case, One Foot, One Yard and so on.
Unit Price UOM: The unit of measure for the unit price. For example, Each, Doz, Box, Case and so on.
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 base quantity per unit price unit of measure. Assuming the Unit Price of $10 per box of pencils, the price per quantity is 100, and assuming the Price Per Quantity UOM is 'Each', means that the cost of each pencil is $0.10.
Price Per Quantity UOM: The Unit of Measure (UOM) for the Price Per Quantity.
UPC ID: The Universal Product Code identification number. (Not available for Quotes)

View or edit the shipping details on the Ship tab:

Note: You can view the Ship tab, only if the Value field is set to False, on the Options tab, in the Back Office Extension detail view, for these options:

Local CRM Pricing Quote
Local CRM Pricing Sales Order

Required Delivery: The deliver by date. Click Calendar to select a date.
Ship To: The ship to record associated with the sales order or quote product. To change the ship to, click Find.
Shipped Quantity: The quantity of the product that has been shipped as of the current date. (Not available for Quotes)
Promised Ship: The shipping date promised to the customer.
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 delivery date promised to the customer.
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)

Use the Sub-Lines tab to view additional details.

For specific questions please refer to the documentation for the integrated application or contact the administrator.

Note: You can view the Ship tab, only if the Value field is set to False, on the Options tab, in the Back Office Extension detail view, for these options:

Local CRM Pricing Quote
Local CRM Pricing Sales Order

Use the Discount Charges tab to view or modify discount charges associated with the product.

For specific questions please refer to the documentation for the integrated application or contact the administrator.

Note: You can view the Ship tab, only if the Value field is set to False, on the Options tab, in the Back Office Extension detail view, for these options:

Local CRM Pricing Quote
Local CRM Pricing Sales Order

Click OK.