Using Order Summary

Use the Order Summary window to view the line items added to a new sales order. On this page you can add or remove the records using the Add or Delete option respectively.

Note: This is applicable only for M3 integrated customers.
  1. Click Next in the Product Lookup window. The Order Summary window is displayed.
  2. View or specify this information:
    Accounting Entity
    The accounting entity of the sales order.
    Order Type
    The type of order selected in the Add New Sales Order window. The value can be modified based on pre-defined rules and allowed order types for Accounting Entity.
    Status
    The status selected in the Add New Sales Order window.
    Ship To Name
    The name of the ship to record associated with the sales order.
    Ship To Address
    The address for the ship to record.
    Bill To Name
    The name of the bill to record associated with the sales order.
    Bill To Address
    The address for the bill to record.
    Payment Method
    The method of payment for the bill.
    Settlement Discount
    The applicable settlement discount for the sales order.
    Total Tax Amount
    The sum of Tax Amount for all line items.
    Total Amount
    The sum of Amount and Tax Amount for all line items.
    Line Number
    The line number of sales order.
    Selected
    To delete a line item, select the check box corresponding to the record and click the Delete option.
    Product
    The name of the product.
    Description
    The description of the product.
    Unit Price
    The price retrieved for the account and product from the integrated ERP application.
    Note: 
    • The price can come from the Customer prices or The discount per unit for the account and product retrieved from the integrated discount or promotion management application.National Prices categories.
    • The price can be calculated from the chain level 3 identity of the business account if price is not retrieved for the account.
    Unit Discount

    If discount is not retrieved for the account, the discount can be added from the chain level 3 identity of the business account.

    Adjusted Price
    The difference of unit price of the product and unit discount. This is computed based on rounded off to two decimal places Unit Price and Unit Discount values.
    Pallet Discount
    The discount per unit for the account and product retrieved from the integratedThe discount based on the pallet quantity limit in the discount model and the equivalent pallet unit of the order quantity.
    Note:  This is displayed only if order type is Direct Delivery, Warehouse Delivery, or EDI Order.
    Quantity
    The number of products.
    Amount
    The Adjusted Price multiplied by quantity. If pallet discount is available, this is the Adjusted Price multiplied by quantity minus the pallet discount. This is computed based on rounded off to two decimal places Adjusted Price and pallet discount values.
    Tax Amount
    The tax amount for the line item calculated based on applicable tax code and tax rate in the Tax Rate Maintenance page.
    Free of Charge
    The Free of Charge is displayed if Allow Zero Product Price on the User Maintenance page is enabled for the user. If Free of Charge is selected for a product, the value of Unit Discount is set to the same value as the Unit Price. The value of Pallet Discount is set to zero.
    Pick Status
    If selected, this read-only field indicates that a line item has already been picked on the Order Pick screen. This is displayed only if Standard Van Sale is selected as order type.
  3. Click Next to open the Order Pick window, or Invoice window, or Signature Capture window.
  4. Click Submit.
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