Enter a Sales Order Line Using Qic-Entry

When you click Lines in the Sales Order Maintenance (OE) and One-Step Invoice Entry (RE) programs, the program displays the message Order number [number] has been created. Click OK to acknowledge the assigned number.

Note
If you selected 0 for the Line entry method & fields Program option, see Enter or Change a Sales Order Line. See Background and Road Map for more information.

  1. Enter or change data in these fields:

Field Name

Type / Max Length

Action / Description

Line number

Required
3 numeric

Accept the displayed line number or hold down Shift and press Tab to enter a different number.

Item number

Required
30 alphanumeric

Enter the item number, a customer's item number, or a description for a non-stock item.

If the program prompts Item [number] does not exist. It is a non-stock item? Click Yes to confirm or No to re-enter the line. Item number are case-sensitive; make sure you type it correctly.

See Background for more information on customer item numbers.

Qty open

Required
11 numeric

Accept the displayed quantity or enter the quantity the customer wants.

The displayed quantity is set by the Default order entry line qty Program option. See Set Order Entry Options.

If the default is 0 and you do not enter a different quantity, when you complete the line the program prompts Confirm zero qty or enter new qty. Press Enter to accept 0 or enter a different quantity.

If you entered a quantity less than the Minimum sales qty set in the Branch Item Maintenance (IMB) program, the program prompts: Entered quantity of [qty] is less than the minimum sales quantity of [qty] at the stocking unit of measure of [unit]; continue? Click Yes to continue or click No to change the quantity.

Selling price

Conditional
14 numeric in the format 999999999.99999

Accept .00000 to use the system assigned price for this sales branch, customer, item, and quantity or enter the price per unit for this item.

Caution
Entering a price overwrites the price that the pricing system calculates.

This field is not available if you selected options 4 or 5 for the Line entry method & fields Program option. See Set Order Entry Options.

Sales UOM

Required
2 alphanumeric

Accept the displayed sales unit of measure or enter a different UOM.

This field is not available if you selected options 2, 3, 4, or 5 for the Line entry method & fields Program option.

Exp shp

Required
10 date

Accept the displayed expected ship date, select a different date, or enter a date shortcut. The displayed date is the Date wanted field in the order header.

If you selected the Warn user if date not on shop calendar? option in the System Options Maintenance (XM) program (Order Processing Options) for your branch and this date is not a work day, the program displays the message [date] is not a valid shop calendar date for [manufacturing branch]; continue? when you complete the line. Click Yes to retain the line and date or click No to delete the line.

The One-Step Invoice Entry (RE) program does not allow an expected ship date that is greater than your login date.

This field is not available if you selected options 3 or 4 for the Line entry method & fields Program option.

N?

Optional

Select if you want to enter notes for this sales order line or leave blank if you do not.

If this field is selected, you can enter notes as soon as you complete the line. See Enter Notes.

This field can be selected by default if you select the Default short entry notes? Program option. See Set Order Entry Options.

  1. Press OK when you complete the line. For some items, the program prompts for more information:

    If

    See

    You entered a non-stock item

    Enter a Non-Stock Item

    You entered a configured product

    Select Components of a Configured Product.

    The item is not available, a substitute item has been set up, and this customer accepts substitutes

    Substitute an Item

    Enter the quantity you want from a selected location

    See Obligate Items.

Otherwise, the program prompts for the next line.

  1. Enter the next line or leave the fields blank to exit Qic-Entry mode. See Enter or Change a Sales Order Line.