This is the item being sold on this detail line. It is a required field. The number that is entered here depends on the type of item you select.

If your Salesperson rights allow, you can add new items through this field.

This is the price of the item on this detail line determined by the pricing method, as well as any automated discounts, such as Discount Codes or Promotional Pricing Codes. This is a required field and you can edit it if the rights of the Salesperson Code that was used to log in to the Sales Order Entry window allow it.

For stock items that are set up with level pricing, double-click or select the drop-down to open the Pricing Info window. This shows the price levels set up in Inventory and the adjusted price (ex. customer special pricing, promotions) that will be added to the detail grid.

If this line item is a Job Cost deposit, you can enter the deposit amount here. When you post, this deposit will go to Accounts Receivable. If you enter a deposit on the invoice, you will not be able to tender the invoice with an AR Charge.

This is the quantity that the customer ordered of the current line item. To enter a return of the item, enter the quantity being returned as a negative number. The number of decimal places allowed in this field is determined by the setting in the Quantity Decimal field on the Defaults tab of the Sales Order Entry Preferences window.

If you activated back order tracking, the system will subtract the number in the Quantity Shipped field from the number in this field to determine the number in the Quantity Back Ordered field. If you do not allow back orders and the quantity in this field is higher than the quantity in the Quantity Shipped field, this quantity will change to match the quantity being shipped.

For stock items that are not set up with level pricing, double-click or select the drop-down to open the Pricing Info window. This shows you any price breaks that were set up with the stock item in Inventory.

If you created a purchase order based on this order, you cannot lower the quantity in this field below the PO Quantity.

This is the quantity of the line item that will be shipped to the customer. The quantity in this field is subtracted from Inventory.

If you activated back order tracking, and you enter a quantity that is less than the number in the Quantity Ordered field, the system will subtract the number in this field from the number in the Quantity Ordered field and enter the result in the Quantity Back Ordered field as a default backorder quantity. You can later fulfill the back order when you have sufficient quantity in stock.

If you allow back orders and you enter a quantity here that is greater than the quantity ordered, the system will ask you if you want to leave this quantity. If you select Yes, the price will calculate based on the quantity here. If you select No, the quantity will default to the Quantity Ordered. You can edit the price if your Salesperson rights allow it. If you do not allow back orders, this field is not editable and will match the quantity ordered.

If you created a purchase order based on this order, you cannot lower the quantity in this field below the PO Quantity.

If this line item is a Cost Code, this field defaults to the quantity remaining on the bill. If you enter a positive number, WIP will either be paid on items you already entered cost activity for or prepaid for items that you haven’t entered cost activity for. If you enter a negative number, WIP will be restored.

This is the quantity of the stock item on this detail line that is available for sale. If you selected the commit immediate option to integrate to Inventory, it is updated automatically each time a transaction is saved. This field is optional.

This is the price for the selected inventory item based on its pricing method.

This column is only available in Denali Business and if you are invoicing a job. It shows the total quantity of the Cost Code that has already had cost activity entered. You cannot edit this field.

This is the CC Code associated with the customer selected for this transaction. This is an optional field. CC Codes can be used to capture any information you choose, such as demographic and marketing information.

This is the description of the stock item, non-inventory item, or Cost Code on this detail line and is an optional field. If the field is made visible, then the description associated with the stock item or non-inventory item appears by default. For Comment lines, this is the comment. The Sales Administrator can choose whether or not to allow the clerk to type in this field.

If you use stock item variants, this field is required and must allow input. When you select a stock item that has variants, open the Lookup in this field to select the variant you want to sell.

This field shows the Discount Code that appears in the Discount field of the IN Stock window Sales Info tab for the stock item on this line. This is an optional field. The entry in this field is combined with the entry in the Discount field of the AR Customers window Credit/Collection tab.

The combination of the two codes is compared to the Discount Codes that have been created in the Sales module to arrive at a discounted price for the customer for each specific stock item. Depending on how it is set up in the Sales Set Up Sales Entry Layout window, the clerk may be able to change this code at the time of the transaction.

This is an optional field. It is the discount percentage that will be achieved after combining the Discount Code in the Discount Code field of the header section of the Sales Order Entry window with the entry in the Discount field on the Sales Info tab of the IN Stock window for each stock item purchased, and then comparing the combined code to the Discount Codes set up in the Sales Module. Depending how this field is set up in the Sales Set Up Sales Entry Layout window the user may be able to edit this percentage.

This field allows you to enter the last cost for Special Order, Non-Inventory, or any combination of those detail line types. The type(s) of detail lines for which you’ll be able to edit the last cost will depend on the setting that was entered for this in the Sales Set Up Sales Entry Layout window. This is an optional field.

This column is only available in Denali Business and if you are invoicing a job. It shows the estimated quantity on the Cost Code. You cannot edit this field.

This is the extended total price for this detail line; no input is allowed because it is calculated by the system. The price in this field will be the final price for this detail line, after all discounts and other pricing adjustments are applied.

This column is only available in Denali Business and if you are invoicing a job. It shows the job the Cost Code is in. You cannot edit this field.

This column allows you to select if you want to sell or lease an item that is set up to be available for lease. Uncheck the check box if you want to sell the item.

This is the last cost for the item on this line, as shown in the Last Cost field of the IN Stock window Qty/Price Info tab, and, if integrated, recorded and updated automatically within the system. This is an optional field and you cannot edit the amount.

This is the sequence number of the current detail line as assigned automatically by the system. You cannot edit it. If you sometimes have transactions with many detail lines, it can be very helpful to include this field, which makes it easy to reconcile the information in the sales entry window with any written information or to check that the number of detail lines corresponds with the actual number of items the customer has ordered. This is an optional field.

This is the location of the stock item on the current detail line, as specified in the IN Stock window.

For users with Multi-Location Inventory (MLI) installed, it is a required field. If you have MLI installed, your settings in both the Sales and Inventory Module Preferences windows will determine the default, and whether the clerk can change the location on this detail line.

If you don’t have MLI installed, this field is optional.

For Non-Inventory and Special Order items, this field will be blank.

This is an optional field and reflects the amount entered in the Misc. Charge field of the IN Stock window Qty/Price Info tab for the current line item. You cannot edit this field. If there is an amount in this field, it is added to the price of the item and is included in the price that is shown in the Extended field. The amount shown in the Misc. Charge field will not be posted to the revenue account shown for the stock item, but will instead be posted to the account specified in the GL Misc Charge Acct field of the IN Code attached to the stock item on this line.

This is only available if you have Specialty Shop installed. The default for this field is the default Multi-Pack Code for the selected stock item. If you enter a different Multi-Pack Code, then the Price and Extended Price fields will be updated automatically.

These are the first and second Detail Order Entry User-Defined Fields which are defined in the Sales Order Entry Preferences window on the OE User-Defined Fields tab. You can enter up to 50 characters.

These are the third and fourth Detail Order Entry User-Defined Fields which are defined in the Sales Order Entry Preferences window on the OE User-Defined Fields tab. These fields are numeric and accept up to 11 digits to the left of the decimal and 4 digits to the right of the decimal.

This is the fifth Detail Order Entry User-Defined Field, which is a date field, and is defined in the Sales Order Entry Preferences window on the OE User-Defined Fields tab.

These are the first and second shared Detail Order Entry and Point of Sale User-Defined Fields which are defined in the Sales Order Entry Preferences window on the OE & POS User-Defined Fields tab and/or in the Sales Point of Sale Preferences window on the OE & POS User-Defined Fields tab. These will only appear if both Order Entry and Point of Sale are installed. You can enter up to 50 characters.

These are the third and fourth shared Detail Order Entry and Point of Sale User-Defined Fields. They are defined in the Sales Order Entry Preferences window on the OE & POS User-Defined Fields tab and/or in the Sales Point of Sale Preferences window on the OE & POS User-Defined Fields tab. These will only appear if both Order Entry and Point of Sale are installed. These fields are numeric and accept up to 11 digits to the left of the decimal and 4 digits to the right of the decimal.

This is the fifth shared Detail Order Entry and Point of Sale User-Defined Field, which is a date field, and is defined in the Sales Order Entry Preferences window on the OE & POS User-Defined Fields tab and/or in the Sales Point of Sale Preferences window on the OE & POS User-Defined Fields tab. This will only appear if both Order Entry and Point of Sale are installed.

This field is only available if you use AvaTax. Enter the date of the original purchase to accurately calculate the tax for returned items.

This column is only available in Denali Business and if you are invoicing a job. It shows the Phase the Cost Code is in. You cannot edit this field.

This field displays the quantity you entered in the Sales Create POs window. If this purchase order will be drop shipped, you cannot lower the Quantity Ordered or Quantity Shipped amounts below this amount.

If you use buy/sell conversions, this amount is the number of individual items you are ordering (the sell quantity).

You can only edit this number in the Create POs window.

This column is only available in Denali Business if you are invoicing a job and you added a deposit line to the invoice. This is the total of all previous deposits on the job. You cannot edit this field.

This column is only available in Denali Business if you are invoicing a job. It shows the total quantity of the Cost Code that has previously been billed. You cannot edit this field.

The Product Type reflects the entry in the Type field on the Sales Info tab of the IN Stock window for the item on this detail line. This is an optional field and it cannot be edited. The Product Type can be used to classify and organize your stock items for reporting purposes. For more information, see Setting Up Your Stock Items.

This is an optional field. For stock items that are on a promotion using a Promotional Pricing Code, this displays the promotional price. If the stock item is not on a promotion, $0.00 will appear in this field.

This is the quantity of the detail item that has not been shipped to the customer, but instead has been back ordered. This field will only function if the Allow Back Order check box is selected on the General tab of the Sales Order Entry Preferences window. The quantity in this field is calculated automatically by the system and is determined by subtracting the number in the Quantity Shipped field from the number in the Quantity Ordered field. Depending on the settings established in the Sales Set Up Sales Entry Layout window this field can be edited. The number of decimal places allowed in this field is determined by the setting in the Quantity Decimal field on the Defaults tab of the Sales Order Entry Preferences window. For more information on Back Orders, see Fulfilling Back Orders.

This is the Sales Department Code that is associated with this detail line. The Sales Department Code determines the Special Order income account that is affected when this item is sold. Depending on how you set up your stock items and non-inventory items, it can also determine the Inventory and Non-Inventory accounts that are affected. There can be a Sales Department Code in the Header section that applies to the entire invoice, and/or a Sales Department Code on each detail line.

This is the Salesperson Code associated with this specific detail line. There can be a Salesperson Code in the Header section that applies to the entire invoice, and/or a Salesperson Code on each detail line.

This is the Sales Tax Code that applies to this detail line. If the Use Header Tax Code for All Detail Lines check box in Module Preferences is checked, then this field is disabled. If the check box in Order Entry Preferences is not checked, and the stock item on this line is taxable as defined by the Inventory Code, then the default for this field is the Sales Tax Code specified on the Inventory Code for the stock item.

If there is no Sales Tax Code specified on the Inventory Code for the stock item, then the default for this field will be that specified in Order Entry Preferences. If there is no default specified on the Inventory Code, then the Sales Tax Code in the Header section of the Sales Order Entry window will appear here. The rights of the Salesperson who logged in to the Sales Order Entry window will determine whether the salesperson can change the Sales Tax Code.

If you enforce the use of AvaTax, the AVATAX Tax Code is used and you cannot edit it.

These fields will display the prices that appear in the Alt Price 1 and Alt Price 2 fields from the IN Stock window Qty/Price Info tab for the selected stock item.

This is the start date for the lease or prepaid service. You can also change this date in the AR Customers window on the Leased Items or Prepaid Services tabs.

This is the expiration date for the lease or prepaid service. You can also change this date in the AR Customers window on the Leased Items or Prepaid Services tabs.

This is the way in which the current line item is packaged, as specified on the IN Stock window Sales Info tab.

This field displays the weight of the item that you entered in Weight field on the Sales Info tab of the IN Stock window.