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Documentation > MAC-PAC Reference Library > Distribution > Order Processing > Screens > Postbilling and Debit/Credit Memo > PBLINE - Postbilling Line Window

PBLINE - Postbilling Line Window

 

 

WILLIAMS     CO  001          ORDER PROCESSING                 BEF     6/07/94

 ....................................................................... DETAIL

 :                Postbilling Line Default Information                 :       

 :                                                                     : pe IN 

 : Company         001                                                 :       

 : Warehouse       BEL                                                 :       

 : Part            BOLT-100                  PURCHASING PART           :       

 : Location        BRU                                                 :       

 : Currency        BEF                                                 : K     

 : Part type       MFG                                                 : 00000 

 : Line            001                                                 : 9.999-

 :                                           PURCHASING PART2          :       

 : Unit Price                 .472                                     : C     

 : Base Price                 .630                                     :       

 : Price UM        PK                        PACKAGE OF 10             :       

 : Price Code      6                         MANUAL                    :       

 : Price Date      06/07/94                                            :       

 : Price List Code                                                   + :       

 :                                           Next Action Code          :       

 : F3=Exit              F4=Prompt            F15=Rekey Data            :       

 :                                                                     :       

 :                                                                     :       

 :.....................................................................: s     

 WILLIAMS     CO  001          ORDER PROCESSING                 BEF     6/07/94

 ....................................................................... DETAIL

 :                Postbilling Line Default Information                 :       

 :                                                                     : pe IN 

 : Apply Discount  Y                                                   :       

 : Header Disc 1   AA01                                                :       

 : Hdr Disc Perc 1 .25000                                              :       

 : Hdr Disc Amt  1            .158                                     :       

 : Header Disc 2                                                       : K     

 : Hdr Disc Perc 2 .00000                                              : 00000 

 : Hdr Disc Amt  2            .000                                     : 9.999-

 : Header Disc 3                                                       :       

 : Hdr Disc Perc 3 .00000                                              : C     

 : Hdr Disc Amt  3            .000                                     :       

 : Header Disc 4                                                       :       

 : Hdr Disc Perc 4 .00000                                              :       

 : Hdr Disc Amt  4            .000                                     :       

 : Header Disc 5                                                     + :       

 :                                           Next Action Code          :       

 : F3=Exit              F4=Prompt            F15=Rekey Data            :       

 :                                                                     :       

 :                                                                     :       

 :.....................................................................: s     

 WILLIAMS     CO  001          ORDER PROCESSING                 BEF     6/07/94

 ....................................................................... DETAIL

 :                Postbilling Line Default Information                 :       

 :                                                                     : pe IN 

 : Hdr Disc Perc 5 .00000                                              :       

 : Hdr Disc Amt  5            .000                                     :       

 : Cust Disc Perc  .00000                                              :       

 : Cust Disc Amt              .000                                     :       

 : Vol Disc Code                                                       : K     

 : Vol Disc Perc   .00000                                              : 00000 

 : Vol Disc Based                                                      : 9.999-

 : Vol Disc Amt               .000                                     :       

 : Line Disc Perc                                                      : C     

 : Line Disc Amt              .000                                     :       

 :                                                                     :       

 :                                                                     :       

 :                                                                     :       

 :                                                                     :       

 :                                           Next Action Code          :       

 : F3=Exit              F4=Prompt            F15=Rekey Data            :       

 :                                                                     :       

 :                                                                     :        

 :.....................................................................: s     

 

The line window is used to update invoice, debit/credit memo, or cash sale document line detail information.  The displayed data fully describes the line including price and discounting information.  Many of the fields be overridden.  This screen may be used in addition to the line detail screen when additional line information is required.  The fields on this window are listed in alphabetical order.

APPLY DISCOUNT FLAG

Optional.  Indicates whether discounts are allowed to be applied to the base price of this order line.  This field defaults to Y-Yes, except for bundle parts.  This field may be changed as long as the firm price flag is not equal to Y - Yes.  The valid values for this field are Y - Yes and N - No.

BASE PRICE

Display only.  Indicates the base price used for the part associated with the order line.  The Base Price can come from a contract, a Price-list, the Warehouse Balance file, or be manually entered.  This is the price of the item before any of the discounts are applied.  If discounts are used they are applied to the base price.

COMPANY

Display only.  The selling company for the document you are entering.  This company was entered on the Function Select screen.

CONTRACT DISCOUNT

Display only.  Indicates the contract discount amount applied to the order line.  This field is only displayed if contract discounting was performed on the line.

CONTRACT DISCOUNT PERCENT

Display only.  Indicates the discount percent associated with the Contract.  Contract terms can be changed in the Customer/Contract Price Maintenance conversation.  This field is only displayed if contract discounting was performed on the line.  The contract discount is always calculated on the line base price.

CURRENCY CODE

Display only.  The currency associated with the customer.  If this currency is different than the base currency for the selling company/location, this currency code determines which exchange rate will be used to convert financial data.  Price information on the screen is displayed in this currency.

CUSTOMER DISCOUNT AMOUNT

Display only.  Indicates the customer discount amount applied to the order.  This is calculated based on the discount hierarchy on Reference File category G95.

CUSTOMER DISCOUNT PERCENT

Optional.  Indicates the customer discount percent applied to the order line.  If entered it cannot be greater than the maximum discount limit on the Reference File.  This percentage will only be applied to the line if the Apply Discount Flag is Y - Yes.

DESCRIPTION

Display only.  A short description of the part.  This description is maintained in the Part Master Maintenance conversation.

HEADER DISCOUNT AMOUNT 1

Display only.  Indicates the discount amount associated with Header Discount Code 1.  This amount can be changed in the Discount Maintenance conversation.  This is calculated based on the discount hierarchy on Reference File category G95.

HEADER DISCOUNT AMOUNT 2

Display only.  Indicates the discount amount associated with Header Discount Code 2.  This amount can be changed in the Discount Maintenance conversation.  This is calculated based on the discount hierarchy on Reference File category G95.

HEADER DISCOUNT AMOUNT 3

Display only.  Indicates the discount amount associated with Header Discount Code 3.  This amount can be changed in the Discount Maintenance conversation.  This is calculated based on the discount hierarchy on Reference File category G95.

HEADER DISCOUNT AMOUNT 4

Display only.  Indicates the discount amount associated with Header Discount Code 4.  This amount can be changed in the Discount Maintenance conversation.  This is calculated based on the discount hierarchy on Reference File category G95.

HEADER DISCOUNT AMOUNT 5

Display only.  Indicates the discount amount associated with Header Discount Code 5.  This amount can be changed in the Discount Maintenance conversation.  This is calculated based on the discount hierarchy on Reference File category G95.

HEADER DISCOUNT CODE 1

Display only.  Indicates the first header discount applied to the order.  If entered, must be a valid discount code from the Discount Master File or a valid header discount template.  This discount will only be applied to the order lines if the Apply Discounts flag is set to Y-Yes, apply discounts.

HEADER DISCOUNT CODE 2

Display only.  Indicates the second header discount applied to the order.  If entered, must be a valid discount code from the Discount Master File or a valid header discount template.  This discount will only be applied to the order lines if the Apply Discounts flag is set to Y-Yes, apply discounts.

HEADER DISCOUNT CODE 3

Display only.  Indicates the third header discount applied to the order.  If entered, must be a valid discount code from the Discount Master File or a valid header discount template.  This discount will only be applied to the order lines if the Apply Discounts flag is set to Y-Yes, apply discounts.

HEADER DISCOUNT CODE 4

Display only.  Indicates the fourth header discount applied to the order.  If entered, must be a valid discount code from the Discount Master File or a valid header discount template.  This discount will only be applied to the order lines if the Apply Discounts flag is set to Y-Yes, apply discounts.

HEADER DISCOUNT CODE 5

Display only.  Indicates the fifth header discount applied to the order.  If entered, must be a valid discount code from the Discount Master File or a valid header discount template.  This discount will only be applied to the order lines if the Apply Discounts flag is set to Y-Yes, apply discounts.

HEADER DISCOUNT PERCENT 1

Display only.  Indicates the discount percent associated with Header Discount 1.  This percent can be changed in the Discount Maintenance conversation.  This percentage will only be applied to the line if the apply discount flag is Y - Yes, apply discount.

HEADER DISCOUNT PERCENT 2

Display only.  Indicates the discount percent associated with Header Discount 2.  This percent can be changed in the Discount Maintenance conversation.  This percentage will only be applied to the line if the apply discount flag is Y - Yes, apply discount.

HEADER DISCOUNT PERCENT 3

Display only.  Indicates the discount percent associated with Header Discount 3.  This percent can be changed in the Discount Maintenance conversation.  This percentage will only be applied to the line if the apply discount flag is Y - Yes, apply discount.

HEADER DISCOUNT PERCENT 4

Display only.  Indicates the discount percent associated with Header Discount 4.  This percent can be changed in the Discount Maintenance conversation.  This percentage will only be applied to the line if the apply discount flag is Y - Yes, apply discount.

HEADER DISCOUNT PERCENT 5

Display only.  Indicates the discount percent associated with Header Discount 5.  This percent can be changed in the Discount Maintenance conversation.  This percentage will only be applied to the line if the apply discount flag is Y - Yes, apply discount.

LINE

Display only.  The line number that is being shipped.

LINE DISCOUNT AMOUNT

Display only.  Indicates the line discount amount applied to the order line.  This is calculated based on the Discount Hierarchy on Reference File category G95 or it is a set amount that has been defined fro the Line Discount Code on the Discount Master file.

LINE DISCOUNT PERCENT

Display only.  Indicates the discount percent associated with the Line Discount.  This percent can be changed in the Discount Maintenance conversation.  This percentage will only be applied to the line if the Apply Discount Flag is set to Y - Yes, apply discount.

LOCATION

Display only.  The selling location for this order.  Locations are held on Reference File category 002.

NEXT ACTION CODE

Optional.  Enter a valid, two-digit code that corresponds to the window you want to display.  Windows are defined on Reference File category 032.  The default window (action code DF) contains all fields that can be displayed for that window.  Custom windows also use action codes.  Those windows contain one or more of the fields included on the default window.

PART NUMBER

Display only.  Identifies the item that is being billed.  The item must be saleable (that is, the price code cannot equal zero).

PART TYPE

Display only.  The part type of the item being ordered on this line.  It is retrieved from the item's Part Master file record.  All part types are valid except planning and non-stock.

PRICE CODE

Optional.  The price code is used in calculating the unit price if the unit price is not entered.  The price code must exist on Reference File category 415.  Once a pricing method is established, prices will be recalculated only if the price code is '9' (for contract pricing) or if it is changed to either '9' or blanks.  It cannot be changed if the Firm Price Flag is set to Y - Yes.  Must be '6' (manual) or '8' (gift) in Value Added Tax (VAT) or Goods and Services Tax (GST) environments where VAT or GST is included in the price.  Optional in all other circumstances. 

PRICE LIST CODE

Optional.  Indicates the price list, if one was used, for the order line.  This line was only priced using the price list if the Price Code is A - Price List Pricing.  The price list defaults from the customer.  It is defaulted from the Ship-to Customer; or is it is blank there from the Bill-to Customer.  If no default is found in either customer, it will default from the Price List based on Templates using Reference File category G86.  If there is still no default, a valid Price List Code may be entered.

PRICE UNIT OF MEASURE

Optional.  This is the unit of measure associated with the unit price.  It must be the same as the Stockkeeping, Selling, or Purchasing Unit of Measure on the item's Part Master file record, or it must be the same as the Pricing Unit of Measure on the Warehouse Balance file record.

PRICING DATE

Required.  Indicates the date the order line was priced.  The line Pricing Date defaults from the order header.

UNIT PRICE

Optional.  The unit price for each unit of the item.  The unit price cannot be negative.

If the VAT or GST Included flag on the header is set to Y, the price entered in this field must include VAT or GST.  Note that this condition applies only in VAT or GST environments.

If this line represents a gift (pricing code = 8) and VAT will be charged to the customer on gifts (as specified on the header), this field contains the value of the gift to be used in VAT calculations.  This price will not be included in the invoice total.  Currently, GST does not have a 'GST on Gifts.'

VOLUME DISCOUNT AMOUNT

Display only.  Indicates the amount of the volume discount.  Volume discounts can be based one of four things:  total units sold, total sales amount, total weight for the sale, or total volume for the sale.  This is calculated as the base price minus all of the discount amounts.

VOLUME DISCOUNT BASED

Display only.  Indicates the basis of the volume discount.  Volume discounts can be based one of four things:  total units sold, total sales amount, total weight for the sale, or total volume for the sale.  The volume discount calculation basis is defined on the Discount Master file.  Valid values are defined on Reference File category G87.

VOLUME DISCOUNT CODE

Display only.  Indicates the volume discount applied to the order line.  This discount will only be applied to the order line if the Apply Discounts flag is set to Y-Yes, apply discounts.

VOLUME DISCOUNT PERCENT

Display only.  Indicates the discount percent associated with Volume Discount.  This percent can be changed in the Discount Maintenance conversation.  This percentage will only be applied to the line if the Apply Discount Flag is set to Y - Yes, apply discounts.

WAREHOUSE

Display only.  The selling warehouse for the document you are entering.  This warehouse was entered on the Function Select screen.

COMMAND KEYS

F3    - Exit program without processing the entered data.

F4    - Display a list of values for the field where the cursor is positioned.  If you select one of the items from the list, it will be returned to the application screen.

F15   - Clear all fields that you have just entered in order to enter new data.