Sales Order Entry - Advanced Line Entry - Kits - Multi-Comp Sourcing field descriptions

Fields are presented in alphabetical order within each section.

Product Sourcing

Copy Comments: Select this option if you want to copy comments from the tied lines to the specified source document.
Document Disposition: Select the disposition type you want to assign to the tied document. You cannot tie a serial, lot, or warehouse manager-controlled product to a document with a Direct Order or Pickup Accumulative PO disposition.
Purchase Order #: Specify the purchase order to which you want to tie the lines or leave this field blank to create a new purchase order.
Product Source: Specify the type of source document, Purchase Order or Warehouse Transfer, to which you want to tie the lines.
Warehouse Transfer #: Specify the warehouse transfer to which you want to tie the lines or leave this field blank to create a new warehouse transfer.

Purchase Order Information

Confirm

Select this option if you want the vendor to confirm your order by sending you an order acknowledgment or notify you by another method. This is especially important if the purchase order you are placing is complicated or carries extra importance. You want to ensure that the vendor receives the purchase order, understands it correctly, and notifies you immediately if back orders must be created for some of the products ordered.

Due Date

Specify a due date for the purchase order. The date you specify here overrides the due date calculated from the lines on the purchase order. When the purchase order is created, the Ignore Lead Time option is selected for Direct Order purchase orders.

Fax

The fax number of the vendor or ship from.

Free on Board

This setting determines who has title of the shipment until it reaches the designated destination. The default setting is derived from the Vendor Setup record. If this option is selected, it indicates the vendor relinquishes title to the products after they are shipped from the vendor’s warehouse. If it is not selected, the vendor retains the title until it reaches your warehouse. If products are damaged during shipping, the carrier responsible for the damage will determine if you or the vendor must file a claim for reimbursement.

If this option is selected, freight is considered prepaid for vendors being processed using EDI 810in documents even if they are entered manually in Vendor Invoice Center Entry. This prevents automatic payment of any unexpected freight charges. If an invoice with freight charges comes in and this option is selected, the invoice is automatically set as suspended. There is an option in SA Table Code Value Setup for PO Addons that indicates if an addon is considered freight.

Freight Terms

Accept the default setting or specify the freight terms that indicate how you want the freight to be billed. Changing the freight terms might change the freight billing account. The default setting is set up in Vendor Setup or Vendor Ship From Setup.

Freight Bill Account

Accept the default setting or specify a different account number for the freight carrier identified the Ship Via field.

The default setting for the Freight Bill Account field is based on other fields on the purchase order. If the freight terms specified on a purchase order indicate that you, the distributor, should be billed for freight, the Freight Bill Account field is updated based on your company, or warehouse, and the carrier identified in the ship via code. If a default setting is not displayed, or you want to override the default setting, you can specify any freight bill account number. You might also have to change the freight terms and ship via code. If you change the freight bill account number, you will receive a message warning you that the field value is changing. Click Yes to confirm the change.

Phone

The phone number of the vendor or ship from.

Ship From

Specify the vendor ship from from which you want to source the products. The ship from number you specify is validated against Vendor Ship From Setup records.

Ship Via

Specify the method you want to use to ship the products. The default setting is derived from the customer or shipto record. You can change the ship via at the Header level, but not at the line level. If the ship via is changed when it is actually shipped, this field is updated. If you are sourcing a catalog product, the vendor on the Product Catalog Setup records is the default setting. If the vendor is the same as the DO header vendor, the header ship from is used if entered.

Transfer Location

If you specified an Incoterm in Freight Terms field, standard practice recommends that you also define the Transfer Location, which is the named destination, port of discharge, port of destination, or port of shipment. Specify an appropriate location based on your Incoterms recommended work flow.

Vendor

Specify the vendor from which you want to source the products. The vendor is validated against Vendor Setup records. The vendor must be active.

Warehouse Transfer Information

Due Date

Specify the date you want to receive the product transfer. The due date is calculated by taking the longest lead time from all products on the transfer. When the warehouse transfer is created, the Ignore Lead Time option is selected for Direct Order warehouse transfers.

Ship Via

Specify the method you want to use to ship the products. The default setting is derived from the ship via on the order header for direct order lines and from the warehouse record on non-direct lines. You can override the default.

Warehouse

Specify the warehouse from which you want to obtain products. The warehouse you specify is validated against Product Warehouse Description Setup records. If a warehouse group is specified on your SA Operator Setup record and Yes is specified in the Restrict to Home Warehouse/Group field, ties are limited to only those warehouses in your group.

You can tie an order to a warehouse transfer with the "to" warehouse set to your home warehouse and the "from" warehouse set to a different warehouse if these conditions are met:

Yes is specified in the Restrict to Home Warehouse/Group field.
You are assigned a home warehouse.
You are not assigned to a warehouse group.