Source Tab and Sub-tabs on Customer Order Lines

Use this tab to specify the sourcing for order line items, and to view status information about the source for the item - inventory or a job, purchase order, PO requisition, service order or transfer order transaction, or a project -  and when the transaction is expected to be completed.

The tab header contains these fields:

  • Source
  • G/L Account and Unit Codes
  • RMA
  • Warehouse

The Source tab also contains read-only status information on sub-tabs. A sub-tab is enabled when its matching type is selected in the Source field:

  • Inventory: If the source is set to Inventory, this tab displays status information about the inventory sources for the item. It lists the sites, warehouses, and locations that have the item, as well as the type (Stock or Transit), the quantity on hand, quantity that is reserved, reserved for customer orders, and the non-nettable amount at each location.
  • Purchase Orders: If the source is set to Purchase Order, this tab allows you to select a Ship Site and click Multi-Site Source to open the Multi-Site Item Sourcing form. The tab also displays status information about the specified PO, including the status of the PO, the due date and promise date, the amount that has been received, rejected, and vouchered, and the Last Received date.
  • Job: If the source is set to Job, this tab displays status information about the specified job operations that provide the item, including the work center, status of the operation, the amount received, completed, moved, or scrapped, unit of measure, start and end date, setup hours, and labor and machine costs.
  • Requisition: If the source is set to Requisition, this tab displays status information about the specified PO requisition that provides the item, including the vendor, buyer, PO number (if available), status, due date, promise date, the amount received, rejected, or vouchered, the last received date, and the status.
  • Transfer: If the source is set to Transfer, this tab displays status information about the specified transfer order that provides the item, including the From and To site and warehouse, the order status, the order date, scheduled ship and receive date, projected date, as well as dates of the last shipment, last receipt, and last pick list, and quantities shipped, received, or considered as a loss.
  • Project:
  • SRO: