Lines Tab Page

The Order Lines Tab Page displays the sales order lines that are currently being processed in the Order Invoicing program.   The Order Lines Tab page displays the item numbers and quantities that should be processed based on the picklist that is loaded in the Order Invoicing program and it is used to or allows you to perform other tasks which include.

      Viewing more detailed information about each sales order line displayed in the tab page.  If you have a valid sales order line highlighted and select the Zoom option, the system displays the Sales Order Line Detail Panel and it loads the panel with the information for the selected order line.

      Viewing or editing the Pick records for the currently selected sales order line.  If a valid sales order line is highlighted in the tab page, and the Expand option is selected, the system displays the Pick Lines for an Order Line Lookup and it loads the lookup with the open pick records for the current order line. Pick records identify the specific bins and quantities that have been pulled from the warehouse for each order line being processed, and the Pick Lines Lookup allows you to identify the specific bin quantities that are actually being processed if they differ from the information output on the picklist for the order.  The Pick Lines for an Order Line Lookup must be used when you reduce the he To Ship quantity in the order line to handle situations where you do not actually have enough inventory to ship the amount allocated to the order line (this can be due to an inventory quantity error or due to damaged or defective merchandise that you decide not to ship out).  Please Note that you may only reduce the quantity for an existing pick record, you may not increase any of the pick quantities and you may not create new pick records from within the Order Invoicing program.

      Adding a nonstock item to the invoice.  Nonstock items are items that are not tracked by the inventory control system.  Nonstock items are typically used to handle consumable items with a small value in the manufacturing system and to handle billing to customers for non-inventory items like internal labor, handling charges, engineering, repair or restocking fees, etc.  The Insert option in the Order Lines Tab Page allows you to select a nonstock item and add it to the order lines being processed.  When this option is used, the system adds the nonstock line to the other order lines being processed.  A pick record is not needed for the nonstock line as no physical movement of goods happens when a nonstock item is invoiced.

      Identifying the serial numbers of any serialized inventory items being shipped out on the order.  The View/Enter Serial Numbers option which is available in the Order Lines Tab Page is used to view and select from the available serial numbers for the serialized item being invoiced.  When the option is selected, the system displays the serial number list, which is used to look up and select from the in-stock serial numbers for the item (the serial records displayed by the program depend on the type of invoice being processed since the Order Invoicing program is used by several different applications).

The Order Lines Tab page is automatically loaded with the appropriate sales order line information each time that you load a valid order/ticket combination into the Order Completion program.  The information displayed for each sales order line item in the Tab Page normally includes the sales order line number, the quantity originally ordered by the customer, the quantity already shipped to the customer on previous invoices, and the quantity to be shipped out on the current invoice (based on the amount allocated to the sales order line and printed on the picklist).

The Order Lines Tab Page also displays a To Ship Column.  The To Ship column displays the quantity of the line that the system determines is available for shipment.  This quantity defaults to the quantity of the line that is currently allocated and that was printed on the picklist.  If you need to modify this quantity, the Expand option can be used to display the Pick details for the order line and to edit the quantity actually picked.  If you modify the quantity in the pick records, the Order Lines Tab page will adjust the To Ship quantity that is shown for the order line.  You may only decrease the quantity in a pick line.  You may not increase the quantity above the quantity saved in the pick record when it was created, and you may not add any new pick records for the order being processed.

Zoom Sales Order Line Detail Panel

When a valid sales order line is selected in the Order Lines Tab Page in the Order Invoicing program, and the Zoom Option is selected using the Right Mouse menu, the system activates the Sales Order Line Detail Panel and it loads the panel with the information for the selected sales order line item. 

The Sales Order Line Detail Panel allows you to view comprehensive information about each sales order line in the system.   The Sales Order Line Detail panel also allows you to view any comments or text notes associated with the current order line or the associated sales order header record.  The Sales Order Line Detail Panel is part of the Customer Relationship Management System and it is completely described in the documentation for that system. 

Expand - Pick Lines for Order Line Lookup

When a warehouse shipment is being processed for a sales order or loaner, and a valid order line is highlighted in the Order Lines Tab Page, and the Expand option is selected, the system activates the Pick Lines for Order Line Lookup.  The Pick Lines for Order Line Lookup displays the pick records that are currently being processed for the selected order line.  The program is also used to decrease the quantity being shipped for a stocking order line when it is necessary to short ship the line item due to an inventory or a bin discrepancy (i.e. bad quantities, broken or defective item, etc).  The Pick Lines for Order Line program is described in more detail later in this section.

View/Enter Serial Numbers

The View Enter Serial Numbers Option is used to identify or select the serialized inventory records or serial numbers for the serialized items being shipped out against the order being processed.

The View/Enter Serial Numbers option can be selected by highlighting a serialized inventory item in the Order Lines Tab Page and by using the Right Mouse or Context Menu to select the option from the Order Lines Tab Page.  The option can also be accessed by using the More Menu to select the View/Enter Serial Numbers option.

The View/Enter Serial Numbers option can only be used when an item that is serialized is selected in the Order Lines Tab Page.  If the highlighted order line is not for a serialized item and you select the option, the system will display an error message indicating the item is not a serialized item.

If the selected order line is for a serialized item, the system activates the Serial Number List.  The Serial Number List is used by various applications in the system.  The program allows the operator to specify the serial numbers associated with the transaction being processed and it also verifies that the serial numbers being entered are valid based on the type of transaction and the information stored in each serialized inventory record.  The Serial Number List program is described in more detail later in this section.

View Catalog Catalog Detail

When a valid sales order line is selected in the Order Lines Tab Page in the Order Invoicing program, and the View Catalog Option is selected using the Right Mouse or the More Menu, the system displays the Catalog Detail panel and it loads the panel with the Catalog Information for the item specified in the order line.  Your ability to edit the information that is displayed in the Catalog Detail Panel is based on your field security rights and on the inventory normalization settings on your system.  Please see the documentation for the Product Management System for more information about the Catalog file and the Catalog Detail program.

View Customer Customer Detail

The View Customer Option can be selected by highlighting a valid sales order line in the Order Lines Tab Page of the Order Invoicing program and by using the Context or Right Mouse Menu to select the option.  The View Customer option can also be selected using the More Menu located on the Cove Standard Toolbar.

When the View Customer option is selected, the system activates the Customer Detail Panel and it loads the panel with the information for the company being processed in the Order Invoicing program.  Your ability to edit the information that is displayed in the Customer Detail panel is based on the system security settings for your operator id.  The Customer Detail program is completely described in the documentation for the CRM System.

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Boxes Tab Page