Sales Line
Field Label | Field Level Help | |
Accounting Variable 1, 2, 3, 4 | Default from Item, or Sales Order. | |
Allocated Qty. | Quantity allocated for the sales line. It is possible to manually change the allocated quantity or bypass the allocation for the order completely. | |
Allocated Qty. Base | Allocated Quantity converted to the item’s base unit of measure. | |
Allocation Status | Calculated automatically by GoldFinch based on Qty. Not Allocated and Outstanding Qty. Possible values: None, Full, or Partial. | |
Base Unit of Measure | The Base Unit of Measure of the Item. | |
Breakbulk UOM | Used when a Customer orders Items in a different Unit of Measure than is shipped. | |
Catch Weight | If the item is a catch weight item this field will be checked. Defaults from the item. | |
Closed | If checked, the line has been manually closed before it has been completely shipped by selecting the Close function button. | |
Conversion | The conversion factor of the unit of measure on the sales line to the item’s base unit of measure. | |
Cross Reference | The cross reference number setup for this item. | |
Currency Factor | If the currency is a foreign currency, this currency factor will be used when posting the invoice. | |
Customer Item | The Customer Item No. that is copied from the Cross Reference | |
Customer PO No. | External reference number used by the Customer that placed the order being shipped. | |
Description | Use this field to give more detailed information about the sales line. Will default to the Item description. | |
Discount | Line Amount x Discount %. | |
Discount By | Defines the Discount Per type. The options are % or Unit. | |
Discount Per | GoldFinch retrieves the discount for the sales line based on multiple criteria such as the Sell-to Customer, Order Date, Item Category, etc. This field in conjunction with the Discount By field will calculate the discount for the line. | |
Discounted Unit Price | The unit price for the line after the discount has been taken. | |
EDI Discount By | Used for EDI orders and is populated by the EDI Software Partner. | |
EDI Discount Per | Used for EDI orders and is populated by the EDI Software Partner. | |
EDI Line Amount | Used for EDI orders and is populated by the EDI Software Partner. | |
EDI Price Discrepancy | Used for EDI orders. If the EDI Amount is not equal to the Line Amount this field will be checked. | |
EDI Unit of Measure | Used for EDI orders and is populated by the EDI Software Partner. | |
EDI Unit Price | Used for EDI orders and is populated by the EDI Software Partner. | |
EDI UPC | Used for EDI orders and is populated by the EDI Software Partner. | |
Force Close | Indicates if the Sales Line was Force Closed. | |
Formula Version | Used to explode BOMs. | |
GTIN | Can be used for searching for items, or is populated by the system automatically if the GTIN exists. | |
Import EDI Sales Order | The Import EDI Sales Order record associated with the Sales Line. | |
Import Sales Line | The Import Sales Line record associated with the Sales Line. | |
Invoiced Qty. | Quantity invoiced for the sales line. | |
Invoiced Qty. Base | Quantity invoiced for the sales line converted to the item’s base unit of measure. | |
Item | Enter either an Inventory or Service item for the line. | |
Item Blocked | If checked, the item has been blocked and you cannot print an order confirmation or create a warehouse shipment for this item. This will default from the Item setup. | |
Item Type | Defaults from the item with two possible values: Item or Service. | |
Item UOM Not Sellable | Defaults from the item unit of measure. You are not able to choose item units of measure that are not sellable. | |
Line Amount | Quantity x Unit Price - Discount. | |
Line Amt Incl. Tax | Line Amount + Tax. | |
Line Cost | Quantity x Unit Cost. | |
Sales Discount Id | Lookup to Sales Discount object. | |
Line No. | GoldFinch populates this field incrementing by one. | |
Line Pallet | Quantity * Unit Pallet | |
Line Profit | Line Amount – Line Cost. | |
Line Status | GoldFinch updates this field with the possible values: Open, Back Ordered, Completed or All Shipped. | |
Line Type | Used with Explode BOM function with the possible values: Regular, Parent, and Component | |
Line Volume | Unit Volume * Quantity | |
Line Weight | Unit Weight * Quantity | |
Lot Tracked | If checked, the lot number for the item must be entered when processing a shipment. | |
O/S Qty. Base | Outstanding Quantity converted to the item’s base unit of measure. | |
Order Date | The date the customer placed the order. | |
Original Qty. | The Original Quantity of Line Items on the Purchase Line. | |
Outstanding Amount | The amount that has not shipped yet. | |
Outstanding Qty. | The quantity that has not shipped yet. | |
Parent Line | Used with Explode BOM function to link component lines with the parent lines. | |
Purchase Line | GoldFinch updates this field after a special purchase order or a drop ship purchase order has been created for the sales line. | |
Purchase Order | GoldFinch updates this field after a special purchase order or a drop ship purchase order has been created for the sales line. | |
Purchasing Type | It defines the fulfillment method for the inventory Item, with these possible values: Inventory, Special Order or Drop Ship. The default is Inventory. | |
Qty. Base | Quantity converted to the item’s base unit of measure. | |
Qty. Not Allocated | Outstanding Quantity – Quantity Allocated | |
Qty. Not Allocated Base | Qty. Not Allocated converted to the item’s base unit of measure. | |
Qty. To Ship | The number of Line Items to be shipped. | |
Quantity | Quantity ordered by the customer. | |
Replenishment System | Defines the replenishment system for the item. The options are either Purchase order Work Order. | |
Requisition Created | Goldfinch populates this field when a requisition line is created for the sales line. | |
Requisition Line | GoldFinch populates this field when a requisition line is created for the sales line. | |
Return Order | If checked, the sales line is on a return order and the quantity must be a negative number. | |
Returned from SIL | On an RMA, this field can be chosen to update the Unit Cost and link the sales line with the original sales invoice line. | |
Sales Order | The sales order linked to this sales line. | |
Sales Price Id | Lookup to Sales Price object. | |
Sell-to Customer | The customer placing the order. | |
Serial Tracked | If the item requires serial number tracking, this field will be checked. | |
Shipment Date | Defaults from the sales order header, but can be changed according to the customer’s requests. | |
Shipped Not Invoiced Amount | (Shipped Not Invoiced Qty. * Unit Price) - (Discount * (Shipped Not Invoiced Qty. / Quantity)) | |
Shipped Not Invoiced Qty. | Quantity that is shipped but has not yet been invoiced. | |
Shipped Not Invoiced Qty. Base | Shipped not Invoiced Quantity converted to the item’s base unit of measure. | |
Shipped Qty. | Quantity Shipped for the sales line. | |
Shipped Qty. Base | Shipped Quantity converted to the item’s base unit of measure. | |
Shopping Cart Item | Used with Customer Portal. | |
Standing Order Line | Populated by the Mass Create Sales Order routine from the Standing Order list. | |
Tax | Line Amount x Tax %. | |
Tax % | GoldFinch retrieves this field based on the Tax Area on the order header and the Tax Group on the sales line. | |
Tax Group | The tax group for the item used to calculate sales tax. | |
Unit Cost | The Unit Cost of the sales line defaulting from the item. | |
Unit of Measure | The unit of measure for the item ordered. | |
Unit Pallet | Pallet from the item's unit of measure. | |
Unit Price | GoldFinch retrieves the unit price from the Item or from the Sales Price table. This can be changed. | |
Unit Volume | Cubage from the item's unit of measure. | |
Unit Weight | Default weight from the item’s unit of measure. | |
Warehouse | The warehouse the items will ship from. Defaults from the order header, but can be changed. | |
Work Line | GoldFinch updates this field after a special work order is created for the sales line. | |
Work Order | GoldFinch updates this field after a special work order is created for the sales line. |