Sale Items

Sale items express an itemized view on Sales Orders. The book is important especially for browsing the items of Sales Orders to provide the users with information about the status of settlement of particular items. You can also bulk create subordinate documents for items.

Picture: The Book of Sale Items

Displaying records in this book is based on working with Filters. The book does not support displaying of items in the Book state (no records are displayed in this state). If the Book of Sale Items is not activated by the button with a predefined selection, it starts to run in the Book status.

Apart from using the filters, items can be filled in to the book directly from the required Sales documents with the Ctrl+Shift+F7 key combination from any page of the document. If you start on page 0, a filter is created either for the current documents, the documents in container, or for documents indicated by stars.

Apart from the basic identification data of the item (as the identification of a Sales Order, identification of Articles, existence of an item on subordinate documents), these columns belong to the predefined ones:

• Date of Requested Delivery - this corresponds to the Required field on the Sale Item form.
• Date of Reservation - this corresponds to the Reserv. field on the Sale Item form.
• Delay - Required - the value is calculated within the existence or non-existence of a confirmed Release Note this way:
  • If the item does not contain a confirmed Release Note, then the value is calculated as the difference between a current date and a date of a required delivery.
  • If the item contains a confirmed Release Note, the value is calculated as the difference between the confirmation date and the date of required delivery.
  • A positive value in this column means delay; a negative value determines how many days remain to the delivery (at the items with a Release Note, it represents how many days before the delivery was realized).

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

Note: It is possible to display any data at items from all documents of Sale, from articles, etc., via a linkage field. Because of this, the Warehouse field is displayed in the bottom panel to find out or to execute changes of the current information warehouse.

Edit Sale Items

The Book of Sale Items does not support the Change mode. Only the row editing of dates and quantities is allowed. Change of quantity is executed from the perspective of a Sales Order - i.e. if the item contains non-confirmed subordinate documents, the change of quantity (increasing/decreasing) is performed also on these documents. If you want to change values on a requested item, press the Enter key on the column with the date or the quantity, change the value, and then confirm it with Enter again.

You can also bulk change the dates on items in the Form - Bulk Actions - Change of Record menu.

Creation / Cancellation of Subordinate Documents For Items

Display the 'Creation / Cancellation of Documents For Items' form by pressing F5 or via the Creation / Cancellation of Subordinate Documents button. Subordinate documents can be created / cancelled only for items indicated by asterisks. (Note: If it is not possible to indicate an item with asterisks, it means that the item of the document does not exist - it has been deleted by another user). A new subordinate document is always created, even though another unconfirmed document of the type already exists to the Sales Order. If the items are indicated in multiple Sales Orders, a multidocument is created (or not) depending on the Do Not Create Multidocument option settings, which appears after you activate the document creation. Even if you permit multidocuments, they are never created for items of various customers! Multidocuments are created for Sales Orders of one customer only.

If at least one item exists which is not possible to be processed, the action will not be executed and none of the indicated items will be assorted to the required document. The items which have not been possible to be processed because of holding (holding a document) or changing the item by another user will be indicated by the icon in the "B" column (see the Check accessibility items). All items will stay indicated by asterisks. (Note: The asterisks will be deleted only from the items that do not already exist on the document, and from items for which the action has no meaning (e.g. the document already exists). You can display the "Hold. User" column (CFHoldUser) for information about who is currently holding the blocking items. The user who is holding the given record will be displayed in this column.

You can also add items to the already existing documents. Activate the Add to Existing option in the form for creating documents at the required document type. The book with the selection of unconfirmed documents to select a document from will be opened automatically. You can also display the book whenever you wish by pressing the button with three dots. You may also add items to various document types simultaneously. If you add the item of a Sales Order with the Planned Warehouse field filled in to a stock document with another warehouse, the warehouse from the header of the selected document will be used for the item (the same as with adding an item on 2nd page of the document). If you add items to an already existing document, you can continue creating multidocuments for multiple customers.

In the form for creating documents, you can activate either the creation or the cancellation of documents at one moment. It is not possible to create documents and to cancel other documents at the same time. If you activate the Create Document Container option, the already created documents will be entered into the container in their books. If you activate the Do Not Refresh Filter After Finishing option, only the originally marked rows will be updated. This option is kept in memory of the user parameter.

Check Item Accessibility

The check verifies whether you can work with the selected items - i.e. whether they are held by another user or whether they have not been changed by another user. The check runs automatically, always before the assorting of items on a document by deleting the item from the document, and is further accessible also via the Check Item Accessibility button, or by pressing the Alt+F5 keys. The control goes through all the items that are indicated by asterisks and also the items that are evaluated from previous check as held. The result of the check of holding is displayed in a new default "B" column (BFHold) by means of these icons:

• inspected item - not blocked:
• inspected item - blocked (blocked document of item):
• inspected item - changed:
• Inspected item - deleted:

You can then display the "Hold. User" column (CFHoldUser) to get the information about who is currently holding the blocking items. The user who is holding the given record will be displayed in this column.

Functions over Sale Items

F5	Bulk creation / cancellation of subordinate documents. (a detailed description of the function in the text)
Alt+F5	Runs the check of item accessibility/holding. (a detailed description of the function in the text)
Shift+F2	Runs the Dispatcher module. Items are loaded according to the following rules: the current record will be loaded in the Book mode; the records from the filter will be loaded in the Filter mode; If there are any already existing items indicated with an asterisk, they will be loaded preferentially
Shift+F5	The Coverage form is displayed.
Ctrl+F4	Opens the book of Batches and sets the light indicator to an appropriate batch from the item.
Ctrl+F5	Displays the book of Contract Codes and sets the light indicator to an appropriate code from the item.
Ctrl+z, Ctrl+u, Ctrl+f, Ctrl+d, Ctrl+o, Ctrl+r, Ctrl+w	Switch into the documents of the item (Sales Order, Release Note, Delivery Note, Order Confirmation, Reserving Card, Job Card).
Ctrl+Enter	Switch to the Article book to the appropriate Article card.