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Selecting items in sales orders, return to merchant authorization (RMA) orders, service orders, and sales suotations

Introduction

Introduction 

You will see the following screen by pressing F2 at the Item column in the sales order lines, return to merchant authorization (RMA) order lines, service order lines, or sales quotation lines section at the Sales orders, RMA orders, Service Orders, or Quotations screen (go to Order ➔ Entries ➔ Sales orders, Order ➔ Entries ➔ RMA orders, Service ➔ Entries ➔ Service orders, or CRM ➔ Entries ➔ Quotations, and then click Open or New).

Menu paths 

  • Go to Order ➔ Entries ➔ Sales orders
  • Go to Order ➔ Entries ➔ RMA orders
  • Go to Service ➔ Entries ➔ Service orders
  • Go to CRM ➔ Entries ➔ Quotations

Fields

Note: It is possible that not all the columns in this example are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.

Warehouse

Select the warehouse of the items to be displayed.

Note: This box is available only if you have E-Warehouse Management in your license.

Previous

Click this to return to the previous page of entries.

Next

Click this to display the next page of entries.

Number of rows

Type the number of rows to be displayed for each page. If you have set the default number of rows to 10, then 10 rows will be displayed. Therefore, if you have more than 10 rows listed, the Previous and Next buttons will be enabled.

Advanced/Simple

Click Advanced to expand the search criteria, or click Simple to hide the search criteria.

Description

Type a description or part of it to search for the item. The description of the item is based on the Description defined for the item at the item maintenance (go to Order ➔ Items ➔ Maintain, Service ➔ Items ➔ Maintain, or Invoice ➔ Items ➔ Maintain, select the relevant item, and then click Open).

Item code

Type an item code or part of it to search for the item. The item code is based on the Item code defined for the item at the item maintenance (go to Order ➔ Items ➔ Maintain, Service ➔ Items ➔ Maintain, or Invoice ➔ Items ➔ Maintain, select the relevant item, and then click Open).

Search code

Type a search code or part of it to search for the item. The search code is based on the Search code defined for the item at the item maintenance (go to Order ➔ Items ➔ Maintain, Service ➔ Items ➔ Maintain, or Invoice ➔ Items ➔ Maintain, select the relevant item, and then click Open).

Sales unit

Type or select the sales unit of the item to be searched. The sales unit is based on the Sls. unit defined for the item at the item maintenance (go to Order ➔ Items ➔ Maintain, Service ➔ Items ➔ Maintain, or Invoice ➔ Items ➔ Maintain, select the relevant item, and then click Open).

User-defined

Type a user-defined description or part of it to search for the item. The user-defined description is based on the Items : UserField defined for the item at the item maintenance (go to Order ➔ Items ➔ Maintain, Service ➔ Items ➔ Maintain, or Invoice ➔ Items ➔ Maintain, select the relevant item, and then click Open), under the Extra tab in the Free fields section.

Note: This box is enabled only if the User-defined check box is selected.

Supplier’s item code

Type a supplier item code or part of it to search for the item. The supplier item code is based on the Supp. item code defined for the item at the item maintenance (go to Order ➔ Items ➔ Maintain, Service ➔ Items ➔ Maintain, or Invoice ➔ Items ➔ Maintain, select the relevant item, and then click Open), under the Purchase/Sales tab in the Suppliers section (select a supplier and click https://eportal.exact.nl/docs/DocBinBlob.aspx?ID=%7bB7DD6DA9-4EBC-4D9D-9D2B-3DAD705B0229%7d).

Note: This box is enabled only if the Supplier’s item code check box is selected.

Customer item code

Type a customer item code or part of it to search for the item. The customer item code is based on the Items by customer defined for the debtor at the debtor maintenance (go to CRM ➔ Accounts ➔ Maintain accounts or Finance ➔ Accounts receivable ➔ Maintain, select the relevant account, and then click Open), under the Financial tab in the Sales order – Invoice section.

Note: This box is enabled only if the Customer item code check box is selected.

Show: Sales items

Select this check box if you want to search for items with Sales attribute. The item is a sale item if you have selected the Sales check box at the item maintenance (go to Order ➔ Items ➔ Maintain, Service ➔ Items ➔ Maintain, or Invoice ➔ Items ➔ Maintain, select the relevant item, and then click Open), under the Purchase/Sales tab in the Attributes: Sales section.

Show: Stock positions

Select this check box to display the quantity of the items in the warehouse. Once this check box is selected, the Stock column will be displayed.

Show: Item data

Select this check box if you want the information of the selected item to be displayed such as the picture of the item, main supplier, extra item description, time of delivery, and serial/batch data. To view the serial/batch numbers that are linked to the item, click https://eportal.exact.nl/docs/DocBinBlob.aspx?ID=%7b1749FA33-9C02-4A26-8A4A-00ABD253235D%7d at Available serial numbers. For more information on creating and editing serial numbers, see Creating and Maintaining Serial Numbers (available soon). For more information on creating and editing batch numbers, see Creating and Maintaining Batch Numbers (available soon).

Note: The https://eportal.exact.nl/docs/DocBinBlob.aspx?ID=%7b1749FA33-9C02-4A26-8A4A-00ABD253235D%7d icon is available only if the selected item is a serial/batch item. The item is a serial item if the Serial check box is selected, or a batch item if the Batch check box is selected at the item maintenance (go to Order ➔ Items ➔ Maintain, Service ➔ Items ➔ Maintain, or Invoice ➔ Items ➔ Maintain, select the relevant item, and then click Open), under the Inventory tab in the Attributes section.

Assortment

Select the assortment to search for items that are linked to the selected assortment(s).

Note: The Assortment boxes displayed depend on the number of assortments defined at Order ➔ Items ➔ Assortments or System ➔ General ➔ Settings, under Item data settings in the Assortments section. For example, if three assortments are defined, three assortment boxes will be displayed.

Filter

Select the required option to filter the item that starts with or contains a certain letter or word.

Search

Click this to search for entries based on the defined criteria.

Clear

Click this to clear the defined criteria.

User-defined

Select this check box to enable the User-defined box.

Supplier’s item code

Select this check box to enable the Supplier’s item code box.

Customer item code

Select this check box to enable the Customer item code box.

 New

Click  to add a new item. For more information, see Creating and maintaining items.

 Edit

Click  to edit the selected item. For more information, see Creating and maintaining items.

Buttons

Select

Click this to select the selected item(s).

Note: You can select more than one item. Hold down CTRL and click the items that you want. Alternatively, hold down SHIFT and click to select all the items between the two selected ones. This button is enabled only if an item is selected.

Repl. items

Click this to view and select the replacement item(s) for the main item. The replacement item(s) is based on the Repl. items (click https://eportal.exact.nl/docs/DocBinBlob.aspx?ID=%7bA91AA2FA-327D-4A3B-BA21-D4D761937729%7d) defined at the item maintenance (go to Order ➔ Items ➔ Maintain, Service ➔ Items ➔ Maintain, or Invoice ➔ Items ➔ Maintain, select the relevant item, and then click Open), under the Purchase/Sales tab in the Attributes: Sales section. For more information, see Creating and maintaining items

Note: You can select more than one replace item. Hold down CTRL and click the replacement items that you want. Alternatively, hold down SHIFT and click to select all the items between the two selected ones.

MRP (Management Resource Planning)

Click this to view the stock information of the selected item(s). For more information, see Overview of management resource planning (MRP)

Note: You can select more than one item. Hold down CTRL and click the items that you want to view the stock information. Alternatively, hold down SHIFT and click to select all the items between the two selected ones. This button is enabled only if an item is selected.

Card

Click this to view the transactions of the selected item. For more information, see Viewing Item Transaction Cards (available soon). 

Note: This button is enabled only if an item is selected.

Copy

Click this to copy the selected item. For more information, see Copying items.

Note: This button is enabled only if an item is selected.

Close

Click this to exit.

Related documents

     
 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 13.714.852
 Assortment:  Date: 26-09-2022
 Release: 390  Attachment:
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