Overview
The Sales Order Line Components pop-up lists a series of types entities that have a relationship with the Sales Order Line. These entities not only point to the Inventory Demands needed in order to ship the Sales Order Line but also to labor operations & materials needed for the manufacturing of the Product, as well as non-inventory priced and costed entities that can also be attached to the SO Line.
Sales Order Line Components
Normal SO Entry UI: Sales Order Line Components can be accessed by clicking on the Component button, found in the Line Item section for each of the Sales Order Lines, situated on the right end of the row for existing lines, not visible when adding new lines.
HV SO Entry UI / Sales Order Line page: Once the user has accessed the Sales Order Line (by clicking the Line hyperlink under the Sales Order Line related List on SO Header, which takes the user to the Sales Order Line page), Sales Order Line Components can be accessed by clicking on the Component button, situated on the top left section of the page, along with the other buttons for the page. This button is only present for existing lines and not visible when adding new SO Lines.
The button opens the Sales Order Line Components pop-up. From this screen, the user can see a list of all Component entities for the Sales Order Line. Details related to Sales Order Inventory Demands, Non-Inventory Components, and Sales Order Line Account Distribution can be accessed from the tabs.
When a new SO Line for a given Product is added and saved, the Product Type and Product settings will define which Components are fetched and applied to the SO Line as SO Line Components. These Components can be of different nature and originate from different sources.
NOTE It is possible to override the fetched Component details, and/or ad/delete entries before the SO Line has been firmed.
To see Components output to Sales Order Line when using Product Configurator reference to Configuration Session Export: SO Line Component Output by Configuration Component Type.
Types of Sales Order Line Components
- Sales Order Inventory Demand: Inventory Demand needed to satisfy this Sales Order Line. The information contained in this record is in Inventory unit of measure, and it relates to the inventory requirement for the SO Line Issue step, during the Sales Order Fulfillment process.
When the Sales Order Line is firmed, each SO Inventory Demand record drives the creation of inventory Requirements for the Inventory Item on its Component Item field. Demands can be handled in different ways depending on the Product Type for the SO Line:
- Configured SO Lines automatically offset the demand by spawning a Work Order when the SO Line is firmed. The Work Order will be created to manufacture demanded Item, for the Quantity and Project set on this Sales Order Inventory demand.
- Stock & Kit SO demands can spawn a Purchase Order Line when the SO Line is firmed, and/or be manually added afterward, or
- Stock & Kit SO demands can be handled by MRP in order to ensure sufficient inventory supply
- Predefined Serial Details: Serial assignments for the SO Line.
- Predefined Lot Details: Lot assignments for the SO Line.
- Sales Order Line Account Distribution: Display of the amount and percentage distribution values by Sales Account for this SO Line. Sales Account Distributions are setup and fetched from Product Master > Sales Account Distribution Tab or, If the Sales Order Header references a Contract, from Contract > Products for Purchases > Sales Account Distribution.
Components used on Configured Work Orders (when Configured SO Line is firmed, auto-generates counterparts entities on Work Order):
- Configured Sales Order Material: When the Sales Order Line is firmed, Configured and Configured-This-Time SO Lines will create a Work Order for the Component Item on Sales Order Inventory Demand. Configured Sales Order Material will be added as Work Order Component to said Work Order.
- Configured Sales Order Labor: When the Sales Order Line is firmed, Configured and Configured-This-Time SO Lines will create a Work Order for the Component Item on Sales Order Inventory Demand. Configured Sales Order Labor will be added as Work Order Operation to said Work Order.
- Non-Inventory Components: These are components do not have Inventory and may reference Service Items. When the Sales Order Line is fulfilled (picked), the Non-Inventory Components will generate a NIC ISSUE type of Cost Transaction for a quantity and cost that maintains the proportion to what was issued for the SO Line.
Available SO Line Components by SO Line Product Type
For each Product Type, only certain types of SO Line Components are allowed, these are described below:
Sales Order inventory Demands, available to products with Product Type:
- Configured or Stock: In the case of Stock or Configured Product Types, the Sales Order Inventory Demand it will match the Inventory Item specified on Product Master > Inventory Tab. However, it is possible to specify a different Inventory Item when adding the SO Line if using:
- Kit: In the case of Kit products, there may be more than one Sales Order Inventory Demands for a given SO Line. Valid Inventory based Product Components for the Kit Product are added to the SO Line as Sales Order Inventory demands, which can then be individually picked (issued) during Sales Order Fulfillment.
Configured Sales Order Material, available to products with Product Type:
Configured Sales Order Labor, available to products with Product Type:
- Configured: Components are inherited from currently effective Routing Master, or Standard Routing if no routing exists for the Item specified for the Product. This is controlled by field Extract Standard routing (Product Master > Inventory Tab). If CSO Alternate Routing Code is checked, then Routing Operations not flagged with this alternate code will be not extracted.
Predefined Serial Details - Serial Tracked Items, available to products with Product Type:
The tab appears if the SO Line is for a Serial tracked item and
Predefine Serials on SO Line is
checked
(SO Control Order Processing Tab). When checked & a SO Line is entered for a Product where associated Inventory Item is serial-controlled, Serial #s may be predefined prior to order fulfillment. Use SO Line > Components button > Predefined Serial Detail (in Edit mode) to assign serials.
Predefined Lot Details - Lot Tracked & NOT Serial Tracked Items, available to products with Product Type:
The tab appears if the SO Line is for a Lot controlled item, that is not serial tracked, and
Predefine Lots on SO Line is
checked
(
SO Control Order Processing Tab). When checked & a SO Line is entered for a Product where associated Inventory Item is lot-controlled, Lot Numbers may be predefined prior to order fulfillment. Use SO Line > Components button > Predefined Lot Detail (in Edit mode) to assign Lots.
NOTE Predefine Serials on SO Line and
Predefine Lots on SO Line options on SO Control are mutually exclusive.
Components valid for SO Lines with any Product Type
- Non-Inventory Components: Valid Service and Miscellaneous Product Components for the product, and their details, will be added to the SO Line Non-Inventory Components.
- Sales Order Line Account Distribution: When a Sales Order is linked to a Sales Contract that has Products for Purchases with Sales Account Distributions, the distribution is fed to Sales Order Lines created for these Products. Alternatively, distributions can also be defined on Product Master > Sales Account Distribution Tab. The Sales Order Line Account Distribution is transferred to any Sales Invoice Lines created from SO Shippers related to the Sales Order Line, and can be edited before the Sales Invoice is Approved.
Printing of Components on Customer-Facing DocumentsAs part of the requirements for the SO Line, it may be vital providing the Customer with a list of components (and prices) of entities used in the completion of the Product Delivery.
The
Product Master > Order Processing Tab linked with the SO Line provides a list of settings related to printing capabilities, which affect SO lines for said product and the printing of its components:
- Print Components on Packing Slip
- Print Component Details on Invoice
- Print Components on Acknowledgment
- Print Serial/Lot Numbers on Invoice: Shipped Serial/Lot Numbers are included in the print-out.
- Print Serial/Lot Numbers on Packing Slip: Shipped Serial/Lot Numbers are included in the print-out.
Furthermore, each Sales Order Component can be individually excluded from printing by checking the
Suppress Print on Forms, which will effectively remove said component from print-outs. This is supported for:
- Sales Order Inventory Demand: Individual SO Inventory Demand entries can be hidden when printing Kit SO Lines.
- Non-Inventory Components
- Configured Sales Order Material
NOTE Even though the option is also available for Configured Sales Order Labor component, Labor components are always suppressed as this type of component is not yet supported for printing purposes.
Pricing of ComponentsBy default, the pricing of Configured Sales Order Material/Labor Components is calculated as by settings on
SO Control > Price Tab. These default settings can be updated while adding a new SO Line or for existing SO Lines not yet firmed, by navigating to
Sales Order Line > Configured Order Pricing Tab.
Also, see
Sales Orders - How to Manage Configured SO Lines > Key Pricing Settings for CSO and CLSO Lines, for details on Configured Sales Order Lines and Configured Labor Sales Order Lines pricing settings.
Save ChangesChanges are allowed before the SO Line is firmed.
Normal SO Entry UI: Once satisfied with changes for this and/or other tabs, click OK on the Sales Order Line pop-up window (which will return the view to the Sales Order Header), and click Save on the Sales Order Header to apply values/updates.
HV SO Entry UI, and/or directly on Sales Order Line UI: Click Save to apply values/updates.
IMPORTANT When updating the components prices, the system behaves differently depending on the user interface (UI) set.- In Classic UI, the user clicks on the Components button on the far right of the Sales Order Line item to open the Sales Order Line Components in a new pop-up window. After updating and saving the components prices, upon close of the pop-up window, the user must save the Sales Order for the changes to reflect on the Sales Order Line item.
- In Lightning UI, the user opens the Sales Order Line and clicks on the Components from the Custom Links to open the Sales Order Line Components in a new tab. After updating and saving the components prices, the user must refresh the 'Sales Order Line' page to view the changes and no further save is needed.
