Exact Synergy Enterprise

InterConnect for Macola Order Line Item

The Order Line Item page shows the details of the line item such as item location, quantity ordered, unit price, tax schedule or code, and requested, promised, and required ship dates.

Line Detail

Item: Enter the item number that the customer is ordering.

Description: This is the description associated with the item number.

Location: Enter user defined code that indicates the shipping location that is filling the customer's order.

Unit Price: This is the price per unit for an item. This is a calculated value. You can accept the default value or manually override it.

Quantity: Enter the quantity ordered.

Discount Percentage: The discount percent entered on the order header displays as the default. You can accept or override this by manually entering a new value.

Ext Price: This is the extended price for this order line item. The extended price is the unit price multiplied by the quantity to ship.

Additional Line Details

Requested Date: Enter the request date for the line item. The entry defaults to the system date.

Promise Date: If you renegotiate the original requested date, enter the new promised date.

Req Ship Date: Enter the required ship date for the line item. The entry defaults to the system date.

Line Item Notes: You can enter additional notes in the five free fields.

How to Open the Line Item Page

1. Navigate to the main InterConnect page.
2. Click the Reports link.
3. Click the Order / Sales Reports link.

   

4. On the Orders/Sales tab, under the Search heading, click Advanced Order Search.

   

5. At the top of the Advanced Order Search page, click the Show button to list all quotes and orders.
6. Find the quote or order you are looking for, and click the order number in the Order Number column.
7. If there are line items, they are shown at the bottom in the Line Items section.
8. Click a line number in the Line No column or a description in the Description column. This opens the Line Item page.

Editing Line Item Information

To edit the line item information, click the Edit button (this is on the Line Item page).

This allows you to change these fields for the line item on the quote:

• Description
• Location (you can change this to any valid item location set up in the Progression back office)
• Unit Price
• Quantity
• Discount Percentage
• Unit Cost
• Line Item Comments
• Request Date
• Promise Date
• Required Ship Date
• Free fields

When finished, click the Save button.

Adding a New Line Item

1. To add a new line item, click the New button (this is on the Line Item page).
2. Enter the following information for the line item:
   • Item: inventory or non-inventory item. If you enter a non-inventory item, the page displays a warning message.
   • Description
   • Location (This must be a valid item/location set up in Progression.)
   • Unit Price
   • Quantity
   • Discount Percentage
   • Request Date
   • Required Ship Date
   • Line Item Comments (if any)
   • Free fields (if used)
3. Click the Save button.

Deleting a Line Item

1. Select the line item you want to delete.
2. Click the Edit button (this is on the Line Item page).
3. Click the Delete button.

   

InterConnect for Macola Introduction and Document Index