Entering a subtotal line on a sales order

You can enter subtotal lines to sales orders in Sales Order Entry. Subtotal lines print on the Sales Entry Processing Invoice Processing Exception Report, order acknowledgments, and invoices.

To add a subtotal line to an order, select Sub Total Price for a line item in the Extended Fields section. A subtotal calculation starts with the first line on the order, or the first line after a previous subtotal. A subtotal line, labeled Subtotal, is added to the order after the last line of the subtotal. For example, if you add a subtotal to line 3 and line 8, the subtotal after line 3 includes the net amount for lines 1-3. The subtotal after line 8 includes the net amount for lines 4-8.

To specify a label for the subtotal line or specify the position of the subtotal line among stand-alone comments, use these instructions:

  1. Select Sales > Entry > Order.
  2. Add or maintain an order.
  3. After you add lines to the order, click Edit Lines.
  4. Select Move > Multi-Line.
  5. Select Show Sub Total Lines.
  6. Select Sub Lines > Create.
  7. Specify values in the Create and Line # fields to determine the location of the subtotal.
  8. Select Sub Total in the Line Type field.
  9. Specify a label.
  10. Click Submit.
  11. Optionally, select one or more line items and then use the Move menu to rearrange the lines, comments, and subtotals on the order.
    Note: You cannot move a comment or sub total line.
  12. Click Submit to add the comment to the order.
  13. Click Finish to finish the order.
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