Order/Invoice Template Manager - Detail Lines.

Line #:  

Item #: Enter the item code that you would like to be included on the order/invoice.

Description: the description is a displayed field.

Quantity: Enter a default quantity or just leave it blank.

U/M: Enter the unit of measure. For example: DZ, CS, BG, etc...

Include: Check the checkbox if you want to include this item on the order automatically.

Active Date: Set a date when this item will be active on this template.

Inactive Date: Set a date when this item will be inactive on this template.

Comments: Set a default comment that the system will automatically pull into the order on the order line for this item.

Pricing Method: There are 3 types of pricing method: Market, Fixed, Price Basis.

Basis Code: Specify the Price Basis code that this item is set up with.

Formula: This field is only apply to the Market pricing method. You will need to select a formula that will let the system know which daily Market price to use and when to apply it. The formulas are set up in the Market Formula.

Region: This field is only apply to the Market pricing method. Enter a Market Region for this item.  

Source: This field is only apply to the Market pricing method. Enter the Market Source for this item.

Type: This field is only apply to the Market pricing method. Enter the Market Type for this item.

Spread:  

Amount Differential:

. Fixed Price: the Amount Differential that is set here will be the fixed unit price of the item.

. Market Price: the Amount Differential that is set here will be the adjustment amount (+/-) to the daily Market price of the item. For example: Daily Market price + Amount Differential = 1.30 + .20 = 1.50

Percent Differential: This will apply to Market Price only. The Percent Differential amount that is set here will be the % adjustment amount (+/-) to the daily Market price of the item. For example: Daily Market price + % Differential = 1.30 + .20 = 1.30 + .26 = 1.56

Percent First: This will apply to Market Price only. If the checkbox is check, the system will calculate the % Differential first before it's being rounded.

Round: Let the system know how you would like to round the unit price. Below are examples of rounding options:

Ceiling Price: Set the max price for the item. For example, if the daily Market Price is 1.00 and the Ceiling Price is set at .90, then the unit price will be .90.

Floor Price: Set the min price for the item. For example, if the daily Market Price is .50 and the Floor Price is set at .90, then the unit price will be .90.

Alt. UOM: Set the Alternate unit of measure to specify the packing units for this item. For example: CS20 = CASE 20 LBS or  CASE 20 DZ.

Alt. Basis: If this checkbox is checked, the unit price will be rounded after All calculations have taken place including Feature price, Contract price, template adjustments, etc.... If the checkbox is unchecked, the unit price will be rounded first before any calculations.  

Pricing Comment: If a comment is set here, it will be pulled into the Order Pricing comment.

Return Item: Set the returned item code for this item.

Reclass: Set the Reclass code for this item.

Age: Set the shell age for this item.

Inventory Location: Set the inventory location for this item.

Freight Cost: Set the Freight Cost for this item.

Customer Item: Set the Customer item code for this item.