Reviewing Lot Item Order Totals

Use the Lot Order Ledger to view a summary of the prices and costs of all lot items, stock items, and direct generations on a sales order. From here, you can determine how much the customer owes you for the order and how much you still need to pay to the vendor.

To review totals for a lot item order:

From the Orders menu, select Sales Order Entry to display the Sales Order Entry screen.
Open a sales order or bid that includes a lot item.
Use the Totals hot key to display order total information.
Use the ViewAll Totals hot key to display the View All Totals screen.
Use the Lot Order Ledger hot key to display the Lot Order Ledger screen.

The system populates the Order # field with the displayed sales order.

Review the following for each order generation, as needed:

Column	Description
Date	The date the order generation is scheduled to ship to the customer.
Description	A brief description of the lot, stock, or direct ship item.
Price	The total amount being charged to the customer for the lot, stock, or direct ship item.
Cost	The total amount the vendor is charging you for the lot, stock, or direct ship item. If this field is not visible, use the Change Views hot key and select Cost from the list.
GP %	The total percentage of the price that your company receives as profit from this sale. If this field is not visible, use the Change Views hot key and select GP% from the list.
Open Price	The amount the customer owes you for the lot, stock, or direct ship item.
Open Cost	The amount you owe the vendor for the lot, stock, or direct ship item. If this field is not visible, use the Change Views hot key and select Cost from the list.
Open GP %	The percentage of the open price that your company receives as profit from this sale. If this field is not visible, use the Change Views hot key and select GP% from the list.

Press Esc to exit the screen.

More Options for Reviewing Lot Order Totals

The Lot Order Ledger screen also offers these options:

To...

Use this hot key...

sort the transactions

Change Sort

Click one of the following:

Date – Sorts by shipment date.
Product – Sorts by product type. For example, if you have several lot items and several stock items on the order, the system groups the lot items together and the stock items together.

review cost and price information for a lot item, select a lot item and

Detail

The Lot Item Status screen displays.

Note: If you select a stock or direct item, the system alerts you that you cannot view detail for a non-lot summary.