Exact Synergy Enterprise

InterConnect for Macola Quote and Order Line Items

Use the Line Item page to review the line items on quotes and orders. The page has eight sections that show additional information about the quote or order.

1. Quote: Information: This section shows basic order header information such as the quote number; the customer and customer number (account/debtor); the type, which is quote or order, and its status; the customer purchase order or invoice number, if any; and the salesperson.
2. Item: This section shows the item number (on the currently selected line item) and the item description. This section also has a link to the Order Entry Price History Report, which shows the price history for the item and customer combination. For additional information, refer to document 21.852.483.
3. Details: This section has line item information such as the item location and quantity on hand; the unit price; the quantity ordered; the discount; and the extended price.
4. Line Item Comments: This section shows any comments that have been entered for the line item.
5. Monitor: This section has a link to the notes page. Use this to add notes about the quote or order line item.
6. Logistics: This section has details about the line item such as the unit cost; the unit margin; the unit of measure (UOM); the requested date; the promise date; and the required ship date.
7. Free Fields: This section shows any information your company has set up in any of the five available free fields.
8. Line-Items: This section shows any additional line items on the quote or order. Click a line number to see the information about that line item.

How to Open the Line Item Page

Note: There are multiple ways to open the Line Item page. Nearly every page in InterConnect that shows a line number on a quote or order has a link to the Line Item page.

1. Navigate to the main InterConnect page (Menu: InterConnect).
2. Click Reports.
3. Under the Macola ES heading, click Orders/Sales Reports.

   

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 No column.
7. If there are line items, they are shown at the bottom in the Line Item 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 Macola ES 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 Macola ES.)
   • 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