The Rows tab

Under the Rows tab you can add rows for the parts to be sold in the customer order in question and information regarding them.

You can add rows on different levels. E.g. a part row on level 0 with associated alloy cost or an additional text on level 1. Another example can be a fictitious part on level 0 with included parts on level 1. Level 0 is called main row and level 1 is called sub-row/underlying row/underlying level. Please note! Fictitious parts cannot be entered on sub-rows.

If the row is a text row (row type 4) you can in the text editor choose on which documents the text row should be shown (text type). There are four different text types for text rows that determine on which documents the text rows should be printed. On additional text rows you can also insert phrase and insert signature by using the buttons on the function menu.

It is not possible to enter negative quantity for parts on row type 1 rows. However, this is possible to do on additional order rows (row type 2). On row type 1 you should instead enter negative price each on the rows to reach the same effect.

At the bottom of the tab you will see a total of the order’s remaining value excluding VAT, the order’s total excluding and including VAT. All totals are shown in the order currency and in the company currency. You can also see a total of the standard price for all rows. This is calculated as standard price × quantity per row, and then the rows will be added together. You can also see the rows’ total CM and CR.

The button Shipping information shows package information about quantity, goods type, package type, weight, volume, loading meters, length, width, height, and the packaging part used. The total quantity, weight, volume, and loading meters are also displayed. This information can be updated.

The transport time is also shown at the bottom of the tab. It refers to the transport time to the selected delivery address, primarily on the order and secondarily on the delivery address entered on the customer. This time can also be changed on the order. The customer's delivery days are also displayed. Read more about transport time and delivery days in the topic Delivery/Shipping in the online help function for the Customer register procedure.

The Function menu

The function menu on customer order rows contains a few specific buttons which are described below, in addition to the buttons used to: add, insert, and delete rows, add underlying level (row type 4), insert signature, insert phrase (row type 4), expand, go to procedure, and find & replace.

– Split row (copy row). With this button you split an order row to a new order row. Please note! Sub-rows for alloy cost will be copied only if the Alloy cost setting in the customer register is set to create alloy cost at order registration. Packaging is not added when you split row since these rows are created at Report delivery.

– Disconnect linked order. If the order row is linked to a manufacturing order or a purchase order, you can with this button disconnect the order row from the linked order. You confirm this in a dialog box. Disconnecting from customer order row means the linked order becomes available for other requirements and that clearances made against the customer order row, if any, will be deleted.

– Show rows with final delivery made. If there are order rows where final delivery has been made, you can choose to show these using this button. By default, rows with final delivery made are shown. The next time you open the procedure, the button will be in the mode you left it in. If you close MONITOR, the button will return to the original mode.

– Edit total. If the row is a total row (row type 3), then you can use this button to open a dialog window and there you can edit the total of the included order rows.

Check delivery times

The button CDT is shown if you are using check of delivery times (CDT), which is activated by a system setting. These settings are also available as system settings where they are activated by default. If you modify the settings via this button, these modifications will apply right now for the customer order rows that exist on the order. If you restart the procedure, these CDT will be reset according to how they are configured in the system settings. This also means that changed settings will not be saved on order row level.

If you made any changes of the settings you must then perform a new check/calculation using the button Rerun CDT on the function menu or (Ctrl + R). Read more about the Check delivery times configurator under Using MONITOR in the online help function.

System settings

There are also several other system settings that in different ways affect order rows on customer orders. Read more in the online help function to the System settings procedure, under the section Order/Quote.

Position

The position of the first main row is 10 and the next main row added will get position 20, etc. If the order's status is 2, 3, 4, or 5, and you add new main rows between two positions, these rows will get numbers between the already used positions. In that way, you can add/insert several new main rows between the positions without them affecting the position numbering of the subsequent rows. However, if there are no available position numbers left and a new main row is added, all the positions will be renumbered. It is not possible to manually renumber the positions.

Only main rows have positions, not sub-rows. To the left of each position with sub-rows you find the following button . This you can use to expand/minimize the sub-rows. You can use the function button Expand all in the box to expand/minimize all sub-rows at the same time.

Delivery status

This column is not shown if nothing on the order has been delivered. If nothing on the row is delivered, the column is empty. If a delivery is reported, a symbol is displayed for delivery status according to the following:

• – Partial delivery made
• – Final delivery made.

Row type

Here you can see/enter the row type of the order row. Row type 1 is entered by default when registering a new order row. The following row types exist for customer orders:

• 1) Part row – This row type can only contain parts that are registered in the part register (manufactured, purchased, fictitious parts, and services). When you have entered or selected a part number, data from the part will be loaded on the row. Part number is mandatory. If you have added an order row of row type 1, and then not entered or selected a part number, you will see an error symbol in the part number field, and in that mode you cannot save the order, until you fill in the part number.
• 2) Additional order row – This row type can also contain parts that are not registered in the system. Information about the part can be filled in manually. The part number is not mandatory but the Name is. An error symbol will be displayed in the name field, and in that mode, you cannot save the order until you have entered a part name.
• 3) Total row – This row type is a total of the rows (row type 1–2) on the preceding positions. The total price for the rows can be entered in a dialog window. In the dialog window you can also uncheck the Include box for rows that should not be included, starting with the first position. New amounts are calculated based on the total price and are shown per row, the existing discount will not be taken into consideration. All rows in the total price will get the same discount. The new amounts will update the statistics. On linked documents (quote, order confirmation, and invoice) price each, new calculated discount rate or amount, will not be shown on the rows included in the total price. It is possible to have multiple total rows per order. Part rows and additional order rows, which are added after a total row, will not be included in the calculation but will be added to the order's total.
• 4) Text row – This row type is intended for any additional text you want to enter on the row. A text row can be a sub-row and in that case it belongs to a main row of row type 1 or 2. If the text row does not belong to a main row, it belongs to the order itself. There is a text editor available on the row where you can type and edit texts, attach images and hyperlinks. In the part register it is possible to enter a comment in the customer link for the part on the order. The comment is shown on this row if it has been set to be displayed on order confirmation. By clicking the button Show on the following documents you will see on which other documents this comment is selected to be displayed. If there is no comment in the customer link, but the part has a general sales comment, then this will instead be shown in the same way as described for the comment on the customer link. A row type 4 which is a sub-row to a main row, will be included to the delivery reporting each time the main row is delivery reported. A row type 4 which is not a sub-row, will only be delivery reported the first time a main row is delivered.

Part

Here you enter the part number for the order row. By using the Lookup feature, you can search the part register for parts.

For row type 2, you can also leave the field empty or enter an optional part number. If you enter a blank space (space bar) before or after the part number, this will be deleted when you leave the name field on a new additional order row.

If it is a fictitious part on a new order row, a dialog window will appear when you have selected the part. There you can enter quantity, unit, variant code, and delivery date for all parts included in the fictitious part. If the fictitious part has the sales setting Show structure when registering orders activated in the part register, you will instead see a dialog window where you see the part structure and if there are any other included fictitious parts in it. In the dialog window you can modify the material list for each fictitious part in the structure and enter quantity and discount for each included/incorporated part in the material list. You can also add or delete parts in the material list.

If the part on a new order row is linked to a configuration group, a configuration window is automatically opened when you have selected the part. This applies in cases where the setting Open automatically is activated for the part. Otherwise you open the configuration window by using the button Configuration on the order row (see below). In this window you configure the part on the order row according to the customer's wishes.

Name

For row type 1, the part name is automatically loaded from the part register when you have entered the part number, but it can be changed on the order. In case the part name is not translated to the language of the mailing address and delivery address, the name will be displayed in the user's language. This also applies to order confirmations and delivery notes.

For row type 2, the name field will be empty if you have entered a part number that is not registered, but the field is then mandatory and you need to enter a part name, preferably in the language of the mailing address.

Part type (T)

This column shows a symbol for the type of part loaded on the row. Read more about part types in the Part register.

Lot sizing rule (LSR)

This field shows the part's lot sizing rule. There is not lot sizing rule for services. The lot sizing rule is displayed as a letter according to the following:

• LL – Lot-for-lot.
• LR – Linked requirement.
• FQ – Fixed order quantity.
• PR – Period requirement.

Quantity

Here you enter the quantity of the part. The field displays two decimals by default, but it is possible to enter up to six decimals.

For row type 1, quantity must be greater than zero. For row type 2, quantity can be negative but not zero.

There are three system settings for quantity of the part that can be activated for different checks according to the following: Check quantity on order/quote against quantity/package, Check quantity on order/quote against minimum quantity for warehouse, and Check quantity on order/quote against the part's quantity for lead time.

Unit

For row type 1, you will here see the part's default unit. If there are more than one unit registered for the part, you will see the unit marked for customer order under the button Default units/usage in the Part register. You can change to another unit if there are several units registered for the part. If you change to another of the part’s units you will be asked if the quantity should be recalculated according to the entered conversion factor. The price each will also be affected if you change the unit. Unit is mandatory for row type 1.

For row type 2, no unit will be suggested, but you can select among all units in the system. By clicking the X button next to the Unit field, you can delete the unit on this row. It is optional to enter a unit for row type 2.

The unit is always displayed in the user's language. On printouts of order confirmations it is displayed in the language of the mailing address. On printouts of pick lists it is displayed in the user's language. On printouts of delivery notes it is displayed in the language of the delivery address.

Configuration

If the selected part on the order row is linked to a configuration group, the column Conf. will be shown. It contains a button for configuration of the order row. If this button is displayed with this symbol it means that the part on the order row is not configured. Then it will not be possible to save the order. By clicking this button you access a configuration window where you can configure the part. When you confirm the configuration using the button Confirm in that window, the symbol on the button will change . This is done to illustrate that the part on the row is configured. Then it is also possible to save the order.

The part can have a default configuration determined in the part register, and in that case this configuration will automatically be loaded to the configuration window.

When you save the order, a pre-calculation is also saved for the configured part, based on the quantity entered on the order row.

Price each

Here you can see the part’s price each. The price is always excluding VAT, regardless of whether the order is intended for a corporate customer or a private person/private customer. However, if the customer is a private person, you can show the price including VAT on the order.

The price each can be set to zero, which can be useful when you cannot confirm the price.

For row type 1, the price loaded on the row is determined by the price strategy selected for the order type (in the Order types procedure):

• Price list – This option means the price list selected in the Order types procedure, will be used.
• Standard price – This option means the standard price on the part will be used.
• According to customer – This means that the price will primarily be loaded from the customer link, if any. If there is a staggered price in the customer link, this will be used in cases where there is a staggered price matching the quantity on the order row (if the price has been loaded from staggering prices, the price is displayed in italics). If the quantity on the row is less than the lowest staggered price, the normal price in the customer link will be used. If there is no customer link or if no price is registered in the customer link, the price list on the part that the customer is linked to will be used instead. If there is no price in the price list, the suggested price will be zero. Regarding the customer link, it refers to the customer on the order, not the Customer number on invoice.

The price suggested for row type 2 is always zero.

A warning will be displayed if the currency of the price does not match the currency on the order. The price will be converted to the currency on the order, and the warning shows that the order's exchange rate has been used when converting. If the price has been loaded via staggering, it will be displayed in italics.

If you manually enter a price each, the field will become locked . But it is possible to unlock the field by clicking on the padlock button, making it change symbol to unlocked .

The number of decimals is determined by how many decimals have been entered in the system setting Number of decimals in price on quote, customer order and invoice.

If the selected part on the order row is linked to a configuration group, the price each is loaded from the configuration. If there is a Configuration price list selected on the customer, then this price list will be used for parts that can be configured. The price can either be net price or gross price plus discount. This is determined with the system setting Total of price on order row.

Price alternative

Under the Price alternative button you can choose to use another price list than the one current on the order row. The price lists available here are the ones registered in the Price lists procedure. You can also select by price linked to customer and standard price. If there are staggered prices, they can also be selected.

Price comment

Here you can see a comment regarding the price if such has been entered for the selected price alternative.

Discount

Here you can enter a discount that applies to the part on the row. For row type 1, the discount will be suggested based on the following rules: 1) discount in the customer link, 2) discount from a discount category, 3) discount on the customer. For row type 2, it is only possible to manually enter a discount on the row. For all row types it is possible to enter another discount on the order row in question. The discount is always entered in percent. It is possible to enter a negative discount. If row type 3 is used, then the discount rate will be negative in case the total on row type 3 is larger than the included/incorporated rows actual total.

If you manually enter a discount, the field will become locked . But it is possible to unlock the field by clicking on the padlock button, making it change symbol to unlocked .

Setup price

Here you enter the setup price for the part on the row. For row type 1, the setup price entered for the customer in the customer link of the part will be suggested, otherwise the field is empty. For row type 2, the field is always empty, but it is possible for you to enter a setup price.

The number of decimals is determined by how many decimals have been entered in the system setting Number of decimals in price on quote, customer order and invoice.

Del. date

For row type 1 and 2, it is here possible to enter a date for the planned delivery. You can only enter a delivery date on main rows, not on sub-rows (such as alloy costs). This is normally the customer’s desired delivery date.

With the system setting Default delivery date on order rows you decide if the suggested date is today's date (Today). If you add new rows, they will get the same delivery date as the row above. If Today + lead time has been selected in the system setting, then the delivery date will primarily be based on the lead time in the customer link of the part, and secondarily it will be based on the part's lead time to customer. If no lead at all exists on the part, then today's date will be suggested. If you manually enter a delivery date within the part's lead time, a warning will be shown .

The dates that can be suggested are also determined by what has been entered as delivery days on the customer. The week days configured as the customer’s delivery days can be selected for the customer in the Customer register procedure. A warning will appear if you enter a delivery which does not correspond to one of the customer’s delivery days. The customer’s delivery days are also displayed at the bottom of the tab.

The suggested date is also checked against the national calendar. If you change the delivery date to a non-working day, a warning will appear. A check regarding the entered delivery date is also made in order to see that it is not a date in past time. If you have entered a date in past time, you will see a warning.

If partial delivery is not allowed in the delivery rules of the order, the same delivery date must be entered on all the rows. If the rows have different delivery dates, the delivery date will be marked with an error symbol on the rows that differ from the delivery date on the first row. A tooltip on the error symbol shows a text stating that the delivery date must be the same on all rows when partial delivery is not allowed. In that mode, you cannot save the order until those rows have the same delivery date as the first row.

It is possible to leave the date empty. This can be useful if you cannot confirm the delivery date. With the setting Show delivery date under More info you determine if the delivery date for the row should be shown. If Show delivery date is not checked, the text "Delivery date cannot be confirmed. Delivery date will be confirmed shortly." is shown on the order confirmation. This text is possible to edit in the Document texts procedure. Order rows without confirmed delivery dates are not included in the requirements planning and you cannot create any manufacturing orders or purchase orders based on those order rows either.

If you are using the check delivery times function (CDT), you can also use the delivery date suggested by the CDT calculation (see the following three columns). Read more about the Check delivery times in the online help function.

Earliest delivery date

In this column you can see the earliest possible delivery date according to the CDT calculation. If it is possible to deliver the order row on the entered delivery date or earlier, then the date is displayed in green color. If the earliest possible delivery date is a date after the entered delivery date, then the date is displayed in red color.

Using the button Use the dates suggested by the CDT on the function menu, you can choose to apply the earliest delivery date to the field Delivery date. If you click the button, there are two alternatives. You can here choose to apply earliest delivery date to the selected order row (Ctrl + D) or to apply the date to all order rows (Ctrl + Shift + D).

However, you should be aware that if partial delivery has been set to Not allowed under the button Delivery rules on the order, the it is not allowed to have different delivery dates on the order rows. In that case you can only use the alternative which means that earliest delivery date will be applied for all order rows. The delivery date will then become the date when all rows can be delivered at the same time, that is, the order row with the "latest" Earliest delivery date controls which date that will become the delivery date on all order rows.

Difference

Here you can see the difference between the suggested delivery date and the earliest delivery date. The difference is shown in number of work days, and in the same color as in the preceding field.

CDT

The button in this column has a symbol which indicates how the order row is supplied, or what the action is to supply it. A tooltip over the button displays the same in text.

If the CDT has selected an alternative supplier or work center for the order, you will will also see an asterisk (*) on the button. This information will also be included in the tooltip available on the button.

If you click on the button you will see a result window from the CDT. There you can e.g. see the CDT's planning window. Depending on how the order row is supplied, you can also see purchase order suggestion, manufacturing order suggestion, order information, and a loading chart. You can used the result window to investigate where there are critical operations/material, that is, the operation or material that determines which the earliest delivery date can be.

In the Summary table at the top part of the result window, you can on the first row see the entered delivery date on the order row. On the next row you see what will be the earliest delivery date if the standard work centers are used, and also the order rows Contribution margin and Contribution ratio. On the third row you can see which the earliest delivery date will be if the alternative suppliers and work centers selected by CDT are used. You will also see the order row’s Contribution margin and Contribution ration will be in that case. If there are alternative suppliers or work centers selected by CDT, then you can check the Apply box on the third row if you wish to use that alternative. If you do not check this box, the standard work centers will be used. By using the button Confirm you confirm which row that should be used. The result window will then close and the finish date of that row will be loaded to the Delivery date field on the order row.

Please note that an alternative supplier or work center selected in the CDT will not be included if you select to create a manufacturing order for the order row by checking the box in the M-order column on the order row when you save. This applies regardless if you have selected to use the alternative supplier/work center in the window Result from CDT. Instead, the supplier or work center that is standard will be used. On the created manufacturing order you can afterwards manually change supplier or work center to the alternative that the CDT selected.

At customer

The Delivery date plus the Transport time is by default the date At customer, that is, when the part on the row should have arrived at the customer’s location. This date can be changed. The column is only shown if the system setting Show delivery date "At customer" on order row/quote row is activated. It is suitable to enter the same date in this field as what has been stated on the order from the customer, if there is a date on it for when the delivery should arrive at the customer's location.

Amount

In this column you will see the order row's total amount according to the formula: Quantity × Price each − Discount + Setup price. The amount is shown in the currency of the order.

Serial number

Under the Serial number button you can enter both individual serial numbers and intervals of serial numbers. If a serial number has been entered here then you see the following symbol .

Serial numbers can be created manually by entering From serial number and Quantity. You can also enter a remark for each serial number or interval of serial numbers. A check is made to see that the entered serial number does not already exist linked to parts on other orders. Serial numbers can also be created automatically from a number series if you for the part activate a setting to generate serial numbers when registering customer orders.

The quantity of serial numbers must be the same as the quantity of the part on the row. If the total quantity of serial numbers does not match, you will see an error message in the Quantity field, and you cannot save the order.

If you create a manufacturing order from the customer order row, then the serial number will be loaded to the manufacturing order.

Please note! Serial numbers should not be created on customer order rows for stock driven parts with traceability at serial number level. Serial numbers on customer order rows should be used in cases where you need to link a serial number as an ID for a product you are selling, normally an order oriented part. The product as an entity will then be saved in the Serial number/Batch procedure, where you can add additional information for new sales, after market, etc. But you will not have traceability back to a purchase with this serial number.

But traceability at serial number level on the other hand, means that a serial number is created for each entity of a part during arrival reporting, either from purchase or from manufacturing. In that case a serial number must be manually entered or imported from a file at arrival to location, for each entity of the part. If you for example arrival report 10 pieces of purchased parts with traceability at serial number level, then 10 serial numbers must be created. The serial number is then tied to the part and will be used on the customer order and at delivery reporting. This way, it is possible to trace the part back, from sales too the part which was purchased by the supplier. This requires traceability throughout the entire chain, that is, all parts where the part is included must also have traceability at serial number level. These serial numbers are also saved in the Serial number/Batch procedure and there you can add additional information to each serial number.

Balance

In this field you can see the part’s current stock balance. However, stock balance is not displayed for parts of type Service and the parts that are not stock updated. With the system setting Show disposable balance on order row/quote row, you can determine if this field should be displayed, regardless of part type.

Disposable balance

Here you see the disposable balanceThe disposable balance is the current part balance on the locations at a given time minus reserved quantity plus ordered quantity. for the part. However, disposable balance is not displayed for parts of type Service and parts that are not stock updated.

The system setting called Show disposable balance on order row/quote row determine if and how the disposable balance should be displayed: for order row's delivery date, for all reservations, or for all reservations and orders.

Included in invoicing plan

If you have selected an invoicing plan for the order and the row should be included in an invoicing plan, then you should check this box. Invoicing plan is shown if the system setting Handle invoicing plans on quotes/customer orders is activated.

Manufacturing order

Here you can select to create linked manufacturing order from a customer order row. For the rows where the checkbox M-order is checked (and are not yet linked to any manufacturing order) new manufacturing orders will be created when you save the customer order. If the checkbox in the column heading is checked, all the rows will be selected and create manufacturing orders. In the column M-order/P-order you will then see the manufacturing order numbers created based on the rows.

It is also possible to create a manufacturing order based on a stock updated part. In the Part register and Part list procedures, you can for the part configure that it is allowed to create manufacturing order from customer order. If the row is saved for such a part, the registration will open where the manufacturing order is possible to edit.

If it is a configured part, the manufacturing order which is created will inherit the configuration you find under the button Configured on the customer order.

The following changes on the customer order can affect the replanning of the manufacturing order:

• Delivery date
• Quantity
• Revision
• Configuration
• Priority on customer order
• Warehouse
• Variant code

If you are using the check delivery time function (CDT) it is recommended to always create manufacturing order from customer order row. Then the Continuous net requirement calculation should be activated in the Net requirement calculation procedure.

Purchase order

Here you can select to create a linked purchase order from a customer order row. For the rows where the check box P-order is activated (and that are not yet linked to any purchase order) a new purchase order will be created when you save the customer order. If the check box in the column heading is activated, all the rows will be selected and create purchase orders. The created purchase order is displayed in a dialog. In the column M-order/P-order you will afterwards see the purchase order numbers created based on the row.

M-order/P-order

In this column you see the number of the manufacturing order or purchase order created, depending on if the part on the row is manufactured or purchased. If the number is shown in italics, it means that the part is stock driven and that the manufacturing/purchase order is not linked to a Linked requirement via the lot sizing rule on the part.

Link to order

The button Go to procedure is displayed on rows which already have generated a manufacturing or purchase order. By using this button you can open the linked order in the procedure in question.

Sales account

Here you enter the account on which the sale should be posted. With the system setting Mandatory posting on order row you determine if a sales account must be selected on the row.

Posting

The Posting button opens a posting window where you can distribute the posting in different dimensions against the sales account on the row. The posting dimensions on the sales account are also displayed in separate columns on the order row between the column Sales account and the Posting button. The default posting is loaded on the row from the posting matrix.

In addition to the Sales account there can also be separate posting rows for the account types Setup, Material, and Stock. The account types handled on an order row are determined by the system setting for Setup: Posting of setup price is set as posting of the part and the system setting for Material and Stock: Record material cost of goods sold at invoicing.

You can also enter a specification text for each posting row in the posting window. The text will be included in the accounting.

Standard price

For order rows of row type 1, you will see the part's current standard price displayed in the company currency. This field is locked by default . It is possible to unlock the field by clicking on the padlock button, making it change symbol to unlocked . Then you can modify the standard price of the row.

For order rows of row type 2, you need to manually enter a standard price.

The standard price forms the basis for CM in statistics, accounting etc.

Contribution margin (CM)

Here you can see the part's contribution margin in the company currency. The contribution margin (CMThe contribution margin (CM) is the difference between the standard price and the sales price.) takes changed standard price on the row into consideration. The contribution margin on the row also considers the system setting Basis for CM and COGS posting is loaded from fictitious part when calculating CM of fictitious part structures.

Contribution ratio (CR)

Here you can see the part's contribution ratio (CRThe contribution ratio (CR) is the portion of the invoice amount (sales price) that the contribution margin represents. CR is entered as a percentage.) in percent.

Variant code

Here you can enter a variant code (previously called “alternate preparation code”) that can affect the sub-rows if the main row is a fictitious part. If a manufacturing order is created from the customer order row, the variant code is included in the manufacturing order.

The variant codes origin in the operation list or the material list in the BOM and routing procedure. By using the variant code, the order row will apply for a specific variant of a structure part.

Row status

The row status shows the requirements planning status of the row. The next rows that are added will automatically get the same row status, but this can be changed. The available options are:

• Fixed order – This states that it is an actual/real order row. This status is by default set on row types 1–2 on order rows that are added in this procedure.
• Manufactured – This means that the order row can be manufactured but not delivered. It is only for information purposes.
• Buy material – This indicates that it is OK to procure the necessary material for the order row.
• Forecast – This means that it is a forecast order row. You can take sales forecasts into account when performing requirements planning. When Forecast is selected on the order row, then it is not possible to create a manufacturing or purchase order from it. If a linked order has already been created, then it is not possible to select Forecast as row status. In that case you must first remove the linked order.

The row statuses Manufactured, Buy material, and Forecast, are considered forecasts in the system, and not fixed orders. In order to make the system take order rows with these types of statuses into consideration in the requirements planning, you have to activate the setting Sales forec. (customer order) in the field Existing suggestion/order in the Requirement calculation procedure. The Net requirement calculation procedure always takes forecasts into consideration.

Revision

For row type 1, you will see the part's active revision. You can change among the existing revisions of the part. If the active revision is not selected, you will see the revision displayed in italics. By placing the cursor in the revision field, you will see an explanation of this in a tooltip.

Warehouse

Here you can decide the warehouse in which the order row will be registered. The warehouse entered by default is the one selected in the Warehouse field in the Header tab, but this can be changed per row. If the part on the row has a warehouse selected in the field Default warehouse on customer order in the Part register, that warehouse will be selected by default.

If the order row has a linked manufacturing order or a linked purchase order and you change warehouse on the order row, then the warehouse will also be changed on the manufacturing order/purchase order. If you have already reported a transfer to stock on the main part (the top node) on the linked manufacturing order, then it is no longer possible to change warehouse on the order row.

Transfer profile

This field is shown if the option Customer order transfer is used. Here you can see the part's default transfer profile on a new order row, if the part has a default tranfer profile configured in the part register. Otherwise you can select a transfer profile for this row. This should be done in the sales company.

You can leave the field empty or clear the field, if the new order row shouldn't have a transfer profile.

If you add an order row which has a transfer profile in the sales company, a customer order/customer order row will be created on the same part number in the production company. This takes place when you save the order. If you after this, make changes to such an order row in the sales company or in the production company, then the corresponding information will become changed in the other company (today, only the Delivery date will be updated). Please note! If you add an order row with a transfer profile in the production company, no order row will be added in the sales company.

If you delete an order row with a transfer profile, the same order row will be deleted on the corresponding order in the production company. Please note! If you delete an order row with a transfer profile in the production company, the order row will not be deleted in the sales company.

It might be allowed to disconnect existing customer order rows (this is determined by the transfer profile). Then you can, when needed, disconnect an order row in the production company, by clearing the field. In the sales company it is always possible to disconnect an order row, regardless of how the transfer profile is configured. Read more about consequences of disconnecting customer order row in the online help function for the procedure Settings for customer order transfer.

Transfer status

This field is shown if the option Customer order transfer is used. Here you see the transfer status for this order row. It can be Not transferred or Fully transferred. This information, and the information in the following two columns, are saved on the row when transferring to the remote company. This takes place when you save the order. You can click the button Reload (Ctrl + Shift + R) on the toolbar of the procedure, to update the values in the fields.

Transferring comp.'s order no.

This field is shown if the option Customer order transfer is used. Here you see the transferring company's customer order number. If you are in the sales company, you will see the production company's order number, and the other way around.

Transferring comp.'s order row pos.

This field is shown if the option Customer order transfer is used. Here you see the transferring company's customer order row position. If you are in the sales company, you will see the production company's customer order row position, and the other way around.

More info

Under the More info button , you can generally find additional columns. Below you find the online help topics for the columns.

Customer’s order number

This field is used to enter the customer's purchase order number on row level. The field can contain a maximum of 30 characters. In many cases, you enter the customer’s order number in the header of the order, but if you for example are working with delivery schedules it is common that order numbers or call numbers are used which are unique for that specific order row. This is not the same order number as in the header of the order. If you are using EDI, this value will be entered via the order file you import. But if you manually register an order, then you should yourself enter the order number on the row if the customer requires it. The value in this field will be included when using EDI to export for example order confirmation and invoice. This is done so the customer can match it with their purchase order.

Customer's order row position

This field is used to keep track of the row number which the customer has stated in their purchase order. The field can contain a maximum of 15 characters. This value is entered via EDI import of an order, but it is also possible to manually enter it, if you want to. The value in this field will be included when using EDI to export for example order confirmation and invoice. This is done so the customer can match it with their purchase order row on this order row position. It is especially important to keep track of the customer's order row position in cases where the customer order row is split. For example if it is not possible for you to deliver everything now, but the row must be split and a you enter a later date for a part quantity on the new row. Then it is important to know which order row position at the customer that the new row refers to.

Desired delivery date

The row's desired delivery date is by default set as the same as the current delivery date on a new row. The desired delivery date is the date when the customer wishes to get the delivery. This date can be changed until the point when the order is delivered in full.

With the system setting Question when changing delivery date, applies to frozen initial/desired you determine whether the desired delivery date should be automatically changed if the current delivery date is changed after it is "frozen" for desired delivery date, or whether a question should appear asking if the desired delivery date is to be changed after it is "frozen".

Initial delivery date

The row's initial delivery date is by default the same as the current delivery date on a new row. The Initial delivery date is the date that first was entered when the row was registered. This date can be changed until the point when the order is delivered in full.

The system setting described above for Desired delivery date also affects the Initial delivery date in the same way.

Remaining quantity

Here you see the number of parts on the row that have not been delivery reported.

Under picking

This field shows the number of parts on the row that have been included in the pick list in the Delivery planning procedure, but have not been delivered yet.

Delivered quantity

Here you see the number of parts on the row that have been delivered.

Show price

With this checkbox you determine if the price each and the amount should be displayed on the order confirmation. If you uncheck the checkbox, you will see a text on the order confirmation after the order row, saying that the price cannot be confirmed and will be confirmed later on. This text is possible to edit in the Document texts procedure.

Show delivery date

With this checkbox you determine if the delivery date should be shown on the order confirmation. See the description under Delivery date above.

Order date

The order date on the row is by default the date in the field Order date under the Header tab, but it can be changed per row.

New finish

New finish is calculated by the net requirement calculation and shows the date when (at the earliest) the customer order row can be supplied by manufacturing order, purchase order, or stock order.

Net weight

If the row is of row type 1, the part's net weight registered in the part register will be displayed by default, but it can be changed on the row. The weight will be displayed in the unit of the order row. This means that a conversion will be made via a conversion factor if the unit on the row is not the standard unit of the part. For row type 2, you need to manually enter a net weight.

The net weight is used in order to calculate the total weight for all rows on the order, in the unit kg/order unit. The calculation is shown under the Shipping information button at the bottom of the tab.

With the system setting Update shipping information on customer order/invoice you decide if the total weight in the shipping information should become updated when you change the net weight on an order row. Using that setting you can choose to update with or without a dialog, or not to update at all.

Please note! If you change the net weight on the part in the Part register, it will not be updated on existing order rows containing the part.

VAT code

If the row is of row type 1–2, the default VAT code for the VAT group on the order will be displayed. If an exception from VAT code has been entered for the part’s product group, you will see that VAT code instead. The VAT code can be changed per row.

The default VAT code for VAT groups and exceptions from VAT code per product group, if any, are entered in the VAT settings procedure.

Tariff/Service code

If the row is of row type 1, then the part's/service's Tariff/Service code from the Part register is shown.

If the row is of row type 2, you need to manually enter or select a Tariff/Service code and then the number will be saved on the order row.

CN code

For row type 1, you will see the part's CN code (goods code) from the Part register procedure. The CN code will be saved on the order row if you change/enter another CN code. When Intrastat is then compiled, the CN code will be loaded from the row if there is a saved code, otherwise the code is loaded from the part register.

If the row is of row type 2, you should manually enter or select a CN codes and then the number will be saved on the order row.

Packaging rows and rows with alloy cost will inherit the CN code from the main part. If a packaging part is used separately (as a normal row type 1), the part will follow the normal rules and will get the CN code entered on the part.

Transaction type

Transaction types are used for Intrastat reporting. The transaction types indicate which type if transaction applies to deliveries (of customer order rows and purchase order rows) that are made within EU. It is possible to override the transaction type if you change or set a transaction type on the row. The transaction type functions in the same way for row type 1 and 2.

Rules for how transaction types are displayed on the order rows:

1. The saved transaction type on the row (for the existing record) is primarily displayed.

2. Secondarily, the transaction type will be shown based the order type. If a link is missing to transaction type for the order type in the Order types procedure, then item 3 applies.

3. Thirdly, the transaction type based on the type that is set as default in the Transaction types – Intrastat procedures is displayed.

Fixed assets object

If the option Fixed assets register is installed and you have user rights sufficient to sell/retire fixed assets, then this column is available. Here you then select the assets object which should be sold. It is only possible to select objects which have not already been sold or exist on another order. If the object doesn't exist in the part register, you should use an additional order row (row type 2).

In connection with approving the invoice for the order, the sales will automatically become registered in the fixed assets register and a journal record will be create in the fixed assets journal. Sales price excluding VAT, and information about customer and invoice number will be registered on the object's sales information. If the sales price exceeds or falls below the residual value, this will be recorded either as profit or loss in the fixed assets journal. If the fixed assets object is a main object it means that all sub-objects will also be sold.

Dock – Row

Here you enter the dock to which the part on the order row should be delivered. This is often used on delivery schedules.

Dock description

Here you can enter a text describing the dock.

Storage

Here you see/enter the storage to which the part on the order row should be delivered. This is often used on delivery schedules.

Kanban number

Here you see the Kanban number for the part on the order row, if this is entered. This is often used on delivery schedules.

Reference number for manufacturing

Here you see/enter the customer's reference number for manufacturing. This is something which is primarily used if you have customers within the car industry where it sometimes happens that the customer, in their delivery schedules, earmarks requirements with for example chassis numbers. You need to refer to this reference number in both the dispatch advice message sent to the customer in connection with shipping the goods, as well as on the transport labels with which the goods have been labeled.

Reference number for delivery

Here you see/enter the customer's reference number for delivery. This is something which is primarily used by those who have customers within the car industry where it sometimes happens that the customer, in their delivery schedules, earmarks requirements with is called Part consignment number. You need to refer to this reference number in the dispatch advice message sent to the customer in connection with shipping the goods.

Row's goods label

Here you can enter the customer order row's goods label. If you create a purchase order or a manufacturing order from the customer order, then the row's goods label will be included to the field Customer order row's goods label on the manufacturing order and to the field Customer order row's goods label on the purchase order.