Inventory Settings Tab
Most of the fields in this tab are editable for new and existing Sales Order Lines as long as said line has not been fully issued.
If on 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.
If on High Volume SO Entry UI, and/or directly on Sales Order Line view, simply click Save to apply values/updates.
Processing
Fields
Sales/Inv UOM Conversion Factor: Factor to use when converting from Sales to Inventory Unit of Measure. If the Sales UOM is not overridden at the time of adding the Sales Order Line, the value is fetched from the Product Master > Inventory tab > UOM Conversion Factor. If the Sales UOM is overridden, It is automatically stamped by the system based on the Sales Order Line Sales UOM and the Inventory Item Inventory UOM.
Issue from Site, Location ID and Location Number Fields: In these 3 fields, the user can select any Site, Location ID and/or Location Number from which to source the Sales Order Line. The selectable Sites and Location IDs are only those configured for the Division selected on the Sales Order header. Sites and Locations from other Divisions cannot be selected. When processing SO Fulfillment, only inventory from specified Site and/or Location ID and/or Location Number will be issuable. These fields can be updated as long as there is still quantity to issue. The exception is the Issue From Site field, which cannot be edited if the Sales Order Line has quantity allocated.
NOTE When the 'Limit Shippers to a Single Ship-Site' on the Sales Order is true, then the system will combine the Sales Order Lines that carry common 'Issue from Site' on Shippers.
Configured This Time: Only editable for non-firmed Stock Sales Order Lines. When checked, this line is to be treated as if it was for a configured product, despite the fact that the line contains a stock item. The Sales Order Line will inherit the functionality of Sales Order Lines for Configured products, allowing Labor and Material components and creating a Work Order when the Sales Order Line is firmed.
Stock This Time: Only editable for non-firmed Configured Sales Order Line. When checked, this line is to be treated as if it was for a Stock Product, not allowing the addition of material and labor components, nor creating a Work Order upon firming. The Sales Order Line would be available for SO Header > Additional > Direct Purchasing.
Work Order Number: Work Order number associated with this line item, created when Configured Sales Order Lines are firmed.
Work Order Type: Type of Work Order to be created for this Sales Order Line, with values defaulting from Product Master > Inventory tab. Can be overridden when the configured Sales Order Line is not yet firmed Options are below. For more details see: Work Order Types.
RMA Detail: If this Sales Order Line was spawned from an RMA (Return Material Authorization), RMA Detail (line) is the record from which this Sales Order Line was spawned, as an RMA Sales replacement. For more details see Create RMA Replacement Sales Order & RMA Processing.
Inventory Item: The Inventory Item associated with the Product > Inventory tab. specified for this Sales Order Line. Note that the Inventory Item can be changed, when the Sales Order Line is added, from available ones on Product Master Inventory Items Tab if the option Selectable Associated Inventory Item is active (Product Master > Inventory tab.).
Weight, Height, Width, Length: This field carries the packaged dimensions, per unit, of the Sales Order Line Product, defaulted from the Product Master > Product Attributes tab.
Inter-System Direct Sale: When checked, indicates that this Sales Order Line is in an Inter-System Direct Sale (a buy/sell between RS Companies).
Intra-Company Direct Sale: When checked, indicates that this Sales Order Line is an Intra-Company Direct Sale (a buy/sell between Divisions).
NOTE When adding multiple Sales Order Lines to a Sales order Header, this field 'Intra-Company Direct Sale' on the Sales Order Lines can have different values only if the flags 'Bypass AP/AR for Intra-Company Txns' and 'Bypass Inter-Company Like Intra-Company' on the Company Master record are set to False.
Extended Product Weight: This value is system-calculated by multiplying the Weight defined in this tab by the Sales Order Line quantity.
Prevent Alloc & Pick before PO Receipt: When checked, if Sales Order Line is a Direct Purchase, it prevents the ability to allocate and/or picking more Quantity than what has been received on the related PO Line. Value defaults from Product Master > Inventory tab, but can be overridden.
Prevent Pick if Line is not Allocated: When checked, if SO Allocations are active and the given Sales Order Line is not allocated, the "pick" function for this line will not be allowed for a higher quantity than what has already been allocated. Value defaults from Product Master > Inventory tab, but can be overridden.
SEE ALSO
Sales Order Header Creation and Management
Sales Order Edit
Sales Order Line - Creation and Management
Sales Order Line Additional Section/Button
