Sales Items

The Sale items express an item view on Sales Orders. The book serves especially for browsing the Items of the Sales Orders to give the information about the status of settlement of the particular items to the users. It is also possible to create the inferior documents in bulk for items.

Picture: Sales items book

Displaying the records in this book is based on the working with Selections. The book does not support the displaying items in the Book status (no records are displayed in this status). If the Purchase items book is not activated by using the button with a predefined selection, then it is run in the Book status.

Items can be filled to the book by using selections or also directly from required sale documents. By using Ctrl+Shift+F7 key combination on the random page of a document. When opening from the page number 0, the selection will be created either for the current document, for documents in filter or for documents indicated by asterisks.

Except of the basic identification data of an item (like an identification of a Sales Order, identification of an Article, existence of an item on the inferior documents), these columns belong to the predefined ones:

• Date of required delivery - it corresponds to the Required field on the Sale item form.
• Date of reservation - it corresponds to the Reserv. field on the Sale item form.
• Delay - Required - the value is calculated in dependence on the existence or non-existence of a confirmed Release Note as follows:
  • If the item does not contain any confirmed Release Note, then the value is calculated as the difference between a current date and a the date of a required delivery.
  • If the item contains a confirmed Release Note, then the value is calculated as the difference between the confirmation date of a release note and the date of a required delivery.
  • A positive value in this column means delay; a negative value determines how many days remain to delivery (at items with a Release Note it means how many days earlier was the delivery made).

• Delay - Reserved - the value is calculated in dependence on the existence or non-existence of a confirmed Release Note as follows:
  • If the item does not contain any confirmed Release Note, then the value is calculated as the difference between the current date and the date of reservation.
  • If the item contains a confirmed Release Note, then the value is calculated as the difference between the confirmation date of a release note and the date of reservation.
  • A positive value in this column means delay; a negative value determines how many days remain to delivery (at items with a Release Note it means how many days earlier was the delivery made).

Note: Through the linkage field, it is possible to display the random data from all sales documents, from articles etc. for items in the table. Because of this, the Warehouse field is displayed in the bottom panel for finding out or for making changes of a current information warehouse.

Edit Sale Items

The Sale items book does not support the Change mode. Only the edit dates and quantities rows is allowed. Change of the quantity is executed from the perspective of a Sales Order - it means if the item contains some unconfirmed inferior documents, then the quantity is also changed (increased/decreased) on these documents. To change the values activate the column with the date or the quantity by using Enter key on a required item; change the value and confirm it by the Enter key again.

The dates on items can also be changed in bulk through the menu Form - Bulk actions - Change record.

Create / cancel inferior documents for items

The form to create / cancel documents for items can be displayed by pressing F5 key or by means of the Create / Cancel inferior documents button. The inferior documents can be created / cancelled only for items indicated by asterisks. (Note: If it is not possible to indicate the item by asterisks, it means that the item does not exist on a document - it has been deleted by another user). A new inferior document is always created, even if another unconfirmed document of the given type already exists to the Sales Order. If items from more sales orders are indicated by asterisks, then a multi-document is created, resp. is not created in dependence on the settings of the Do not create multi-document option, which appears after activating create documents. Even if permission to create multi-documents, the multi-documents are never created for the items of the various customers! Multi-documents are always created only within Sales Orders of the same customer.

If at least one item, which is not possible to process, exists, the action will not be executed and any of the indicated items will not be added to a required document. The items, which could not be processed because of blocking (document holding) or because of changing the item by another user, will be indicated by the appropriate icon in the "B" column (see the Check items accessibility). All items remain indicated by asterisks. (Note: The asterisks will be deleted only from the items, which do not exist on the document any more and from the items for which the action is not meaningful (e.g. the document already exists)). You can display the "Hold. user" column (CFHoldUser) for information who currently holds the blocking items. A user, who is holding the record, will be displayed in this column.

It is also possible to add the items on the already existing documents. For the required document type, activate the Add to existing option in the form for creating documents. The book with a selection of the unconfirmed documents will be automatically opened to select a document. It is possible to open the book whenever after that by pressing the button with the three dots. The item can be simultaneously added on various document types. When you add an item of a Sales Order with the entered Planned whse field to the stock document with another warehouse, then the warehouse from the heading of the selected document will be used for the item (the same principle as when adding item on 2nd page of the documents). It is possible to create multi-documents through more customers when adding to existing document.

There it is possible to activate either the creation or cancellation of the documents at the same time in the form for creation documents. It is not possible to create some documents and cancel the other documents at the same time. If you further activate the Create filter of documents option, then the already created documents will be entered into the switched filter on in theirs books.

Check items accessibility

The control checks whether it is possible to work with selected items - it means whether they are not held by another user or whether they have not been changed by another user. The checking is always automatically run before adding the item on a document/ deleting the item from document and it is further accessible by the Checking items Accessibility button or by pressing Alt+F5 keys. The function goes through all items that are indicated by asterisks and also through the items that are evaluated from previous control as hold. Result of the check of blocking is shown in a new default "B" (BFHold) column by means of the icons:

• checked item - unblocked:
• checked item - blocked (blocked document of an item):
• checked item - changed:
• checked item - deleted:

It is also possible to display the "Hold. user" column (CFHoldUser) for the information who currently holds the blocking items. A user, who is holding the record, will be displayed in this column.

Functions over Sales Items

F5	Create / Remove inferior documents in bulk. (the detailed description of the function in the text)
Alt+F5	It runs the check items accessibility/holding. (the detailed description of the function in the text)
Shift+F2	It runs the Dispatcher module. Only items indicated by asterisks are loaded.
Shift+F5	The Coverage form is displayed.
Ctrl+F4	It displays book of Batches and it sets the light indicator on an appropriate batch from the item.
Ctrl+F5	It displays book of Contract Codes and it sets the light indicator on an appropriate code from the item.
Ctrl+s, Ctrl+l, Ctrl+i, Ctrl+d, Ctrl+o, Ctrl+r, Ctrl+w	Switch into the documents of the item (Sales Order, Release Note, Invoice, Delivery Note, Order confirmation, Reserving Card, Job Card).
Ctrl+Enter	Switching to the Articles book on the appropriate Article card.