Changing Views on the Order Entry Body Tab

On the Sales Order Entry Bodytab, you can select any of several column views to display specific information about an order. For example, if a salesperson wants to see the commission percentage for each item on the order, he or she could change to a view that includes that information.

Note: You cannot create user-defined views in the Body of Sales Order Entry, Purchase Order Entry, or Transfer Order Entry. For more information about user-defined views, see User-Defined Views Overview.

The views you can choose from depend on your authorization in the system. For example, views that show sensitive pricing information are not available to everyone. Some custom views are also set up in User Maintenance. If you need a view that is not available to you, see your system administrator.

Use the following control maintenance records to update cost views:

About Pricing Views

For any views that include a unit price, your company specifies whether it wants to display unit price based on the order unit of measure or not, using the Show Unit Price And Unit Of Measure Based On Order Unit Of Measurecontrol maintenance record.

About Availability Views

For any views that include an Avail (availability) column, note that this column can display any of the following:

A date - The date on which enough product to fulfill the order will become available.
Now(followed by an available quantity) - There is enough product to fulfill the order, and the quantity shown will be available after this order is satisfied.
Today - No product is available at this moment, but enough of the item to fulfill the order is expected today.
*I* Plen - There is an in-process quantity, but plenty is available.
*I* (followed by an available quantity) - There is an in-process quantity, but the quantity shown will be available after the current quantity is committed.

To change your Body tab view:

Create or open a sales order and display the order'sBodytab.
SelectView > New Viewto display a list of available views. Any custom views assigned to you in User Maintenance display first, followed by the other views listed in your company's template.
Choose one of the views listed below, depending on what information you want to see. There views are listed here in alphabetical order.

To...	Choose this view...
determine how discounts are calculated for each item	Audit Pricing Review the following columns: Note: If the pricing matrix is disabled by a user's price override, all columns remain blank for the line item. Cls/Type - A group of customers with a similar type of business or similar level of buying power. Customer-specific values are indicated by CUS SPEC. Contract override pricing is indicated by CONTRACT. Grp/Prod - A group of products for which the same pricing formula is used to calculate the selling price. Product-specific overrides are indicated by PRD SPEC. OBLvl - A specified amount of an item at which a price break is available. Items can have several levels of quantity breaks, depending on how many of the selected items were ordered. If no quantity level is in effect or achieved, the QBLvl field has a value of 1.
return to your default view, as defined in your OE View template	Auto Your default view is determined by your job function.
view the date items were converted from a bid to an actual sales order	Award Date Displays the date the items on the order were converted from a bid to a sales order.
view line item availability for the order's pricing branch and its central distribution center	Central Distribution Center Avail Review the following columns: Net - The unit price, per item, for this line item. SBr Avail - The quantity of this line item available in the shipping branch. CDC Avail - The quantity of this line item available in the central distribution center.
compare the cost of goods sold, the purchase order cost of goods sold, and the total cost	COGS / PO COGS / Cost Review the following columns: COGS - The Cost of Goods Sold, as mapped in Price Line Maintenance. This is the cost the affects the company's general ledger. The cost can reflect a manual or matrix override. PO COGS - The purchase order cost of a direct order, if any. Cost - Commission Cost. This is the cost the company presents as the expense incurred to purchase this item, as mapped in Price Line Maintenance. This cost can reflect a manual or matrix override. Note: If you add items with Inventory Account Override costs, ensure you have the Copy COST to COGS for IAO Items In SOEcontrol maintenance record set to ensure you have the appropriate views display.
see the commission dollars and percentages received on each item	Commission $ / Comm % Review the following columns: Unit - The selling price per unit of an item. CPlan$ - The commission the sales representative will receive per item. CPlan% - The commission percentage the sales representative will received per item.
determine how much of a deposit is required for this order	Deposit Extension Review the following columns: Ship Qty - The quantity of the item currently scheduled to ship. B/O - A flag that identifies how backordered items will be processed once they become available. Deposit Extension - The total deposit required for the stated quantity of the item. (Required Unit Deposit) x (Quantity)
view when the product is available to ship, as well as basic pricing details	Earliest Avail Review the following columns: List - The global list price of an item, as defined in Price Line Maintenance. Unit Prc - The selling price per unit of the item. BO - A flag that identifies how backordered items will be processed once they become available. Avail - The earliest date the item will be available to ship.
review the method used to calculate the price	Formula / Unit Price Review the following columns: Basis - The basis field used to calculate the sell/unit price. Formula - The calculation used to determine the price basis. Unit Prc - The selling price per unit of an item.
review freight charges and shipping box information by line item	Freight / Ship Box Review the following columns: Ship Qty - The quantity of the item currently scheduled to ship. Box - The box number in which the line item is shipping. If the line item is split among more than one box, three asterisks (**) display in this field. To enter box information directly from the order, enter an (asterisk) in this field to display the Multiple Box Entry window. Use this window to enter box IDs (1, 2, 3, for example), the quantity shipping in each box, and the packer of each box. Freight - The freight charges applicable to this line item.
determine, or change, which items on the order are taxable	Line Item Taxable View Review or edit the following columns: QTY.SHP - The quantity of the item scheduled for shipment. Unit Prc - The selling price per unit of an item. TAX - Indicates whether a tax is required for the line item, and if so, whether it is taxed at a reduced rate. This field is only editable if the Line Item Taxability field in Customer Maintenance is not set to Disabled or left blank. TaxCode - The jurisdiction used to calculate the tax rate. Note: If your company is using the National Sales Tax Database companion product, you cannot edit the TaxCode field at the line item level.
review cost and gross profit details	Prc / COGS GP% / UOM / BO / Avail Review the following columns: Unit Prc - The selling price per unit of an item. GP% - The gross profit percentage, based on cost of goods sold. UM - The pricing unit of measure for the product. BO - A flag that identifies how backordered items will be processed once they become available. Avail - The earliest date the item will be available to ship.
review the customer's price class and resulting unit price	Price Class / Unit Price Review the following columns: Class - The customer's price class. Unit Prc - The selling price per unit of an item. BO - A flag that identifies how backordered items will be processed once they become available. Avail Date - The earliest date the item will be available to ship.
review extended price amounts and basic product availability details	Qty Shipped / Extension Review the following columns: Ship Qty - The quantity of the item scheduled for shipment. This column only activates if the order is shipped. If the order is still open, it remains view-only. B/O - A flag that identifies how backordered items will be processed once they become available. Ext Amount - The extended selling price of a specified quantity of an item. This extended amount reflects any pricing-per-unit of measure or pricing-per-quantity information defined in Product Price Sheet Maintenance.
review line item-level customer release numbers	Release # Review the Release# column for each line item. A release number is a control code the customer assigns to an order for any purpose; for example, to identify a specific job or area within a branch. It is usually a sub-P/O (purchase order) number. Default Release numbers can be defined in Customer Maintenance.
see the commission percentage received on each item	Salesman Commission Review the following columns: Unit - The selling price per unit of an item. Comm Plan - The formula used to calculate the sales representative's commission. Comm % - The percentage of the unit price the sales representative receives as a commission.
view how much of the product is available to ship and when	Ship Qty / Avail Date Review the following columns: Ship Qty - The quantity of the item currently scheduled to ship. B/O - A flag that identifies how backordered items will be processed once they become available. Avail - The earliest date the item will be available to ship.
set the order to print MTR documents at the line item level	Ship Qty/Avail Date / MTR Ship Qty - The quantity of the item currently scheduled to ship. Avail Date - The earliest date the item will be available to ship. MTR check box - Select to tell the system to print an MTR document for the line item. For more information about Mill Test Reports, see Providing MTR Documents to Customers in the Product Maintenance documentation.
determine the number of shipping labels needed to ship the product	Ship Qty / Label Qty Review the following columns: QTY.SHIP - The quantity of the item currently scheduled to ship. B/O - A flag that identifies how backordered items will be processed once they become available. Label Qty - The number of labels that will print if you print labels using Line Item > Label Printing menu option.
review shipment quantities by unit price and gross profit percentage	Ship Qty / Prc / GP% Review the following columns: Quantity Shipped - The quantity of the line item that is shipping. Unit Prc - The unit price of each line item. GP%- The gross profit percentage earned on each line item.
determine the effect of federal excise taxes on the unit price	Unit Prc / FET / Unit+FET Review the following columns: Unit Prc - The selling price per unit of an item. F.E.T. - The applicable federal excise tax. ExtPrc + FET - The selling price of the specified quantity of the item, including federal excise tax.
determine your profit margin, based on cost of goods sold (COGS)	Unit Price / COGS / Margin Review the following columns: Unit - The selling price per unit of an item. COGS - The Cost of Goods Sold, as mapped in Price Line Maintenance. This is the cost the affects the company's general ledger. The cost can reflect a manual or matrix override. GP% - The gross profit percentage, based on cost of goods sold. U - The pricing unit of measure for the product. Note: If you add items with Inventory Account Override costs, ensure you have the Copy COST to COGS for IAO Items In SOEcontrol maintenance record set to ensure you have the appropriate views display.
determine your profit margin, based on commission cost	Unit Price / Cost / Margin Review the following columns: Unit - The selling price per unit of an item. Cost - Commission Cost. This is the cost the company presents as the expense incurred to purchase this item, as mapped in Price Line Maintenance. This cost can reflect a manual or matrix override. GP% - The gross profit percentage, based on cost of goods sold. U - The pricing unit of measure for the product.
view pricing details	View Pricing Review the following columns: ListPrice - The basic price of the item before any discounts are taken. Class - A group of customers with a similar type of business or similar level of buying power. Net - The selling price per unit of an item, after taxes and other charges have been applied. UM - Unit of Measure. The proportions of a specific item as it is packaged for sale, such as 1 each, 1 box, 1 case, or 1 crate.

Additional User-Defined Views

In addition to the standard Sales Order Entry views listed above, you can also ask your system administrator to give you access to the views listed below, as needed. User-defined views are added using the Order Entry View Selection window in User Maintenance.

Note: If you add items with Inventory Account Override costs, ensure you have the Copy COST to COGS for IAO Items In SOEcontrol maintenance record set to ensure you have the appropriate views display.

Your company may also set up other custom views, not listed here, from which you can choose.

To...	Choose this view...
compare the commission cost, cost of goods sold, and the unit price	COST / COGS / PRICE Review the following columns: Comm - Commission Cost. The cost your company presents as being the expense incurred in the procurement of the item. COGS - Costs actually incurred in producing the product or service. Unit Prc - The selling price per unit of an item.
compare your customer's pricing to the pricing they are showing their own client	Customer Client Pricing Review the following columns: Client Price - Your customer's client's price, as derived from your customer's client's pricing matrix. Unit Cost - Commission Cost. The cost the company presents as being the expense incurred in the procurement of the item. Margin - The gross profit percentage, based on cost of goods sold. Unit of Measure- The unit of measure for this item. Note: Using this view you can manually override the client price, just as you can override the standard unit price for your own customer. If you manually override a client price, this price is not recalculated if you later change the entry in the Customers Client field in the Additional Header Information window. You must be assigned the SOE.OVERRIDE.CLIENT.PRICE authorization key to override client price.
view or enter customer-specific part numbers for each line item	Customer Part Number Reviewing the following column: Customer Part Number - The customer-specific part number for this line item. To enter a customer part number directly from the order, type NEW and press Enter to display the Customer Specific Part Number window.
view any subtotal groups on the order	Job Quoting Subtotal A subtotal group is a method of organizing or repricing an order.
view or change the Strategic Pricing category or size to alter pricing on the order	Strategic Pricing Review the following columns and make changes as necessary. Changes you make affect the strategic price and the system reprices the product on the order accordingly. This view is created with the SPRC.CAT and SPRC.SIZE view elements. You can add these elements to any view, or create a new view for Strategic Pricing. SP Ctgry - The Strategic Pricing category assigned to the bill-to customer on the order. Changing the customer category can alter the product's core status determination, depending on your Strategic Pricing Data Services level. This can also change the sensitivity factor. For more information about how strategic prices are calculated, see the Strategic Pricing documentation. SP Size - The Strategic Pricing customer size assigned to the bill-to customer on the order. Changing the customer size can also change the sensitivity factor. You must have the Strategic Pricing companion product to use the view elements. For more information about how strategic prices are calculated, see the Strategic Pricing documentation.
view the selling unit of measure and the total price of each line item	UOM Cost / Extended Price Review the following columns: UM - Unit of Measure. The unit of measure in which you are selling the product. Ext Price - The selling price of the total quantity of the product. COGS - Costs actually incurred in producing the product or service.
view purchase order variance details for each line item	PO Variance Review the following columns: Qty Shipped - The quantity of the item scheduled for shipment. Vendor Qty - The quantity the vendor shipped. PO Cost - The cost of a single item on the purchase order. Vendor Cost - The vendor's cost for a single item. PO UOM - The purchase order unit of measure. Vendor UOM - The vendor's unit of measure. PO Ext Cost - The total cost for all items on this line. Vendor Ext Cost - The vendor's total extended cost for all items on this line. Variance - The variance between the PO cost and the vendor cost.