Sales Order Entry - Advanced Line Entry - Nonstock field descriptions

Specify an alternate product group to provide these default values for the nonstock:

Vendor
Ship From

Note: A ship to value is not specified on the Nonstock window, but if the Ship To from the Alternate Product Group is applied to the nonstock, the value is written to sales order line item record.

Product Category
Product Line
Price Type

The Alternate Product Group values override any existing values specified for the nonstock.

If the product you specify in the Nonstock window has an associated product or catalog record, the settings you can use from that record include the alternate product group, but you can override it.

This field initially defaults from the B/O option on the header. The B/O option is originally set based on the Customer Setup record. If the Back Order field is selected, back orders are automatically created when the quantity shipped is less than the quantity ordered. The quantity shipped is defaulted from the quantity available but can be changed. The net result is back ordering the difference between the quantity ordered and quantity shipped. As a default, this field is not selected if the product is a Do Not Reorder or Superseded product. A Superseded product should not be placed on a back order.

Use the Back Order field to set up a line DO for a nonstock product or to back order the product. If this option is selected, your customer allows back orders and the order is ordered. This message is displayed: 'Nonstock Product; Back Order Scheduled/Adjusted (5622)'.

If this option is not selected, the customer does not accept back orders, and the message 'Non-Stock Product; No Back Order Scheduled; Adjusted if Exists' is displayed when you close the Nonstock window.

This line item might be an exception because it is a nonstock entry. You should review the field selection.

The product category is defaulted from the Product Setup record and is validated in SA Table Code Value Setup. The category description is displayed next to the field. If it is a non-stock product, the product category is defaulted from SA Administrator Options-Products-Defaults, based on the Default Product Category for Non Stock Items option.

The Category field is important because many Inventory Control and Sales Manager reports can be generated in product category order. The Sales Order Entry product category can be used for income statement accounts in Product Extended GL Distribution Setup. Sales Order Entry can also distribute to General Ledger Balance Sheet and Income Accounts according to the product category (Gross Sales, Line Discount, Order Discount, Cost of Goods).

The Product Setup category can also be used for the balance sheet accounts in Product Extended GL Distribution Setup.

If you change the product category in this field, you may create an out-of-balance condition between Sales Manager and General Ledger. During Sales Entry Invoice Processing Report, the product category from Product Setup is used to update the General Ledger. The new product category specified on the Extended view is used to update Sales Manager. If the General Ledger account for the product category you specify is different from the General Ledger account for the default product category, Sales Manager and General Ledger are out of balance.

If the line item is obtained from another warehouse, the alternate warehouse name is displayed below the Category field.

Specify a valid commission type set up in Sales Commission Setup. Each commission type record defines the commission to be given to the sales representative. The actual amounts are not calculated and distributed to the sales representatives until the SM Commission Report is processed.

This field is initially blank. If you leave this field blank, the commission type for the sales representative is used during Sales Entry Invoice Processing Report.

Select this option to copy any comments applied to this record if you are adding the product to inventory.

If you have security in SA Operator Setup to view costs, the total cost comes from the product record based on the Post to G/L By option in SA Administrator Options-Products-Cost and is rounded to 2 decimal positions. The product cost can be Average, Standard, Replacement, FIFO, or Last Cost. You can also specify whether to include addons.

If the Include Rebate in Cost/Margin Displays security option in SA Operator Setup is selected, the letter r is displayed next to the cost if a vendor rebate based on sales was applied.

If the nonstock is a special price/cost item, the cost must be entered per 'each' or '1' unit.

If the item is to be stocked as an Order-as-needed or Order-as-needed - Nonstock, click the Default Fields button and specify the special price/costing conversion.

Used to assign the country of origin, that is, where a product was manufactured, produced, or grown. This value is printed on the Commercial Invoice document. When used in conjunction with an HS Code or tariff code, it further defines the criteria for a particular rate. This field must be set up in SA Table Code Value Setup - Country.

Select this option to create a purchase order tied to this order. When you click Submit, the message 'Purchase Order xxx Created' is displayed.

If you select this option, you must also specify a vendor number in the Vendor # field.

To make this option available, the Allow Entry of PO Ties in OE or Allow Both PO and WT Ties in OE options on your SA Operator Setup record must be selected.

This option is not available for Blanket (BL) type orders. Tie information can be added to a Blanket Release (BR) once it has been converted or processed through PO/WT RRAR.

If a Product Extended Product Cross Reference Setup-Customer Product record is found that matches the product specified on a Nonstock line, it is displayed in this field.

If no cross reference record is found, and the customer requires that their customer product number is used, specify the customer product number in this field. It is carried to the sales order line. A customer product number is required if the Require Customer Product option is selected on the Customer Setup record.

Specify one or two description lines for the nonstock product. The description is included on all reports where nonstocks are requested to print. These fields can be edited in Purchase Order Entry or Transfer Entry.

Specify the discount for the nonstock product. The Amount/Percentage option Pricing SetupPercentage unless you manually override it. option appears defaults as

Terms discounts can be calculated at the header level or at the line level, based on the Terms Override setting SA Table Code Value Setup. If the Allow Override of Invoice Terms field in SA Operator Setup is selected, you can override this field. The discount percent from (ECCN) codes in is defaulted in this field. If a PD Pricing Setup record is not available, the Terms Discount in Product Setup is used.

If the Allow Override of Invoice Terms field in SA Operator Setup is not selected, or the terms discount is order based, the Terms Discount on the Extended view is not enterable. The terms amount is based on the net total of all line items if the terms are order based.

PDIf you have set up Export Control Classification Number (ECCN) codes in SA Table Code Value Setup, you can assign an ECCN code to the nonstock product. This value is included on the order line in Sales Order Entry and other applicable records and documents.

This field can be used to assign HS Codes or other types of tariff codes to a product. A harmonized tariff code is part of the Harmonized Commodity Description and Coding System that was created by the World Customs Organization (WCO). The HS system applies a logical nomenclature method to categorize goods into approximately 5,000 commodity groups. Countries often assign customs duties based on the harmonized tariff code of the product. You must set up the HS Code in SA Tariff Rates Setup.

The Item Type drop-down provides options for managing this nonstock product in inventory.

Select Create As Catalog to create this nonstock as a catalog item. If this option is unavailable, select the Catalog Stocked option in SA Administrator Options-Products-Defaults to make it available.

Select Create As Order As Needed Non-Stock to create the item as an Order-as-needed - Nonstock (OAN-NS) product in Product Setup and Product Warehouse Product Setup using the default values you define on the Non Stock window and Sales Order Entry line. If this option is unavailable, select the Allow Change/Copy of ICSW Status For OAN-NS option in SA Operator Setup-Entry Options.

Select Review For Inventory to trigger an Event Manager event that notifies someone in your organization to review this nonstock item for stocked inventory. After it is entered on this order and received in the warehouse, they can convert it to stocked inventory in Product Entry Adjust Non Stock/Direct Order. This option is only available if you have activated the Event Manager trigger (oe-nonstockrevinv).

If you selected Create As Order As Needed Non-Stock or Create As Catalog, click Default Fields to open the Non Stock Defaults window. You can set the unit, serial or lot control, and special price/costing values before you create the Product Catalog Setup or Product Setup record.

Select this option if this nonstock product is a kit. After you complete the line, the Kit window is opened so you can specify the components contained in this kit and the quantities for each. The components of the kit must exist in your inventory. The inventory quantities are affected by the number ordered.

If you selected the Kit option, indicate whether Price, Cost, or Both should be rolled to calculate the price or cost of the kit based on the components. If you manually specify the price or cost, rolling is not applicable. Leave the field blank if you do not want to roll the price/cost.

The product may be part of an existing product line along with other products, or it may be a special line. If you are ordering the nonstock product from a vendor, you can specify the product line in which it is categorized. The product line must exist in Product Line Setup.

Select NCNR to designate this nonstock product as non-cancellable or non-returnable (NCNR). This notifies your buyers and customer service reps that it should only be added to sales or purchase orders when the customer is aware that the order cannot be canceled, or when the item cannot be returned to you or to the vendor for a full refund. Leave this field blank if this product is not an NCNR item.

During Sales Order Entry, the NCNR option is displayed on the Line Items grid, and on the Extended view.

Specify the price you want to charge for this nonstock product. You must also specify a cost or the order cannot be invoice processed. Although nonstock products do not exist in your inventory, Pricing and Discounting records are available if they are set up for your nonstock products. The price is calculated using the product’s customer or vendor pricing record. If you change the quantity ordered or unit on the line item, the price is recalculated, even when the product is a special price/cost item.

You may also use cost plus pricing. Cost plus pricing must be specified on the Price field on the line item when it is entered in Sales Order Entry-Line Items rather than on the Non Stock window.

The price is calculated using the unit specified on the line. If the unit is changed after the nonstock information has been entered, the price is not converted because the unit that is entered for a nonstock product is always considered to be one.

If the nonstock is a special price/cost item, the price must be entered per 'each' or '1' unit.

If the item is to be stocked as an Order-as-needed or Order-as-needed - Nonstock, click the Default Fields button and specify the special price/costing conversion.

The Price Type is a user-defined field for grouping certain types of products together for pricing purposes. On nonstock orders, the Price Type field is informational only. It is validated against the Product Price Type set up in SA Table Code Value Setup.

Specify the name of the nonstock product in the Product field.

Select Rush to expedite delivery of the nonstock item. Rush appears below the Line # field to indicate it is to be expedited through the stock replenishment and picking and shipping processes. You can specify rushSales Order Entry-Extended view.

Optionally, specific a UPC code for the nonstock.

Specify a vendor and a product line if this item is to be obtained from a vendor.

Specify a warehouse if this item is to be obtained from another warehouse. Use the Product lookup to see the quantities available in other warehouses.