1. Once the required header information is complete, the system displays the command prompt at the bottom of the screen, you can perform the following functions:
Line # Enter the line number to change. Enter the line number to select. Entering a line number sets the quantity default to the same amount sold the last time (displayed in the units column). Price is not affected. Press Enter (CR) displays more sales, if any.
L List
A Add a line
D Delete the highlighted line.
F2 Change header information.
F3 End line-item entry.
2. (Optional) To add an item to the recurring document invoice, complete the following:
In the Item Number input, you can enter the item number or perform the following functions:
I - To display items and their corresponding interchange.
A - Search catalog items
L - Allow a lost sales entry
P - Display past sales of all items in the selected warehouse. Item number, date sold, invoice number, quantity sold, price, and unit of measure.
C - Search customer/item numbers
# - Enter an item number or an interchange number
M - Enter a memo
F1 - Enables the Quick Item Add (ICF020) program.
F2 - Allows an item search
F3 - Ends line-item entries
3. After entering a valid item the program displays item description 1 and 2, the item class, package size, item weight and its unit of measure, available quantity, on hand quantity, on order quantity and bin location. The program displays the Temporary, Vendor, Item Class, U of M, Weight, and Commission Percent inputs are only displayed if the item is a temporary item.
4. Enter the quantity of the item to be sold per displayed unit of measure or select a display code. If this is a BOM finished item that can be assembled in SO, you may be able to enter component items. If this item has multiple selling units of measure, press F2 to change the unit of measure.
5. Enter the cost per displayed costing unit of measure. The Cost input is available if the Change by Ln Cost flag in the SO Static Control Record is set to Y or B. If the Change by Ln Cost flag is set to B, press F4 to back up to this input. This input is also available if the item is temporary.
6. Enter the price per displayed pricing unit of measure. Press Enter (CR) to default to the default price per the pricing hierarchy. Select the following (if available): S-Standard Price, C-Contract, T-List, L-Last, or enter L and a level number for a price level or enter Q and a quantity break level for a quantity break price. Press F2 to change the unit of measure for pricing if more than one is set up for this item. Press F3 to select another price via the price search. This input defaults to the pricing default UM for this item.
7. (Optional) The system displays the Change Selling UM To Match Pricing UM prompt only displays if the pricing unit of measure entered in the previous input does not match the selling unit of measure. Enter Y or N to change the selling UM to match the pricing UM. Press Enter (CR ) to default to Y. If Y is entered, the value in the Quantity input may change.
8. At this point, headings for the line-item fields used are displayed, and if the Display g.M.% flag in the sales orders static control is set to A, the gross margin percentage is also displayed.
9. The line-item extension is calculated (price less any discounts multiplied by the quantity ordered multiplied by the conversion factor) and displayed. If the extension is greater than $999,999.99 the message EXTENSION TOO LARGE is displayed and the input is not accepted. If you have a line item with sales up to one million dollars, enter the item on more than one line.
10. (Optional) Enter the discount amount or percent for this line. This input is only available if the Use Line Discount flag in the SO Static Control Record is set to % or $.
11. (Optional) Enter the percent of commission. Press Enter (CR) to default to 0. This input is only available if the Change by Ln Comm% flag in the SO Static Control Record is set to Y or B. Press F1 to set this input to Use Default when the user override flag is set.
Calculating Commissions: There are five commission percent sources: customer, salesperson, item, price and current line commission. The system contains a user override flag and a price type to designate if the user overrode the line’s commission during order entry. Refer to the Calculating Commissions topic for processing details.
12. (Optional) For the Taxable input, enter Y or N to indicate whether to charge tax for this line item. Press Enter (CR) to default to Y.
13. (Optional) Enter the general ledger posting table to use in the Daily Sales Register to post this line to general ledger. Press F2 to perform a search. This input is only available if the Change by Ln GL Table flag in the SO Static Control Record is set to Y or B. If B is entered at Change by Ln GL Table , press F4 to backup to this input.
14. If the line is correct, press Enter (CR) to continue. If the line is not correct, select F4 to back up to change the input that is not correct.
15. Repeat this process for each line item you want to add to the recurring document invoice, then press F3-End Entries to end line-item entry. Refer to the procedure, How to enter recurring document invoice footer information for step-by-step instructions.