Quotation entry, Sales order entry - Detail tab

In the [Detail] tab of the [Sales order entry] screen and [Quotation entry] screen, enter detailed information (including goods group, goods, Warehouse/Process dept) for quotation data. You can also display a screen for setting Outgoing unit price, Unit price history, Refer inventory, and Price down/Appreciation for goods.
→To Operation Procedure

Screen Transition

[Quotation entry]

[Sales Order Module]
  ↓
[Entry (Quotation)]
  ↓
[Quotation Entry]
  ↓
[Quotation entry] screen - Header tab
[Quotation entry] screen - Detail tab
    "Outgoing unit price" button → [Outgoing unit price] screen
    "Price down" button →  [Price down/Appreciation] screen
    "Inventory" button →  [Refer inventory] screen
        "Inv balance" button → [Refer inventory balance] screen
    "Unit price" button → [Refer unit price history] screen

For [Sales order entry]

[Sales Order Module]
  ↓
[Entry (Sales Order)]
  ↓
[Sales Order Entry]
  ↓
[Sales order entry] screen - Header tab
[Sales order entry] screen - Detail tab
    "Outgoing unit price" button →  [Outgoing unit price] screen
    "Price down" button → [Price down/Appreciation] screen
    "Inventory" button →  [Refer inventory] screen
        "Inv balance" button → [Refer inventory balance] screen
    "Unit price" button →  [Refer unit price history] screen

Item setup

[Header]

• Detail type
  Select "goods" or "Charges".
  Normally, you should enter details with "goods" selected. To enter charge details, you will find it handy to click the "Price down" button and then enter the detailed information in the [Price down/Appreciation] screen. The type of detailed information entered in the [Price down/Appreciation] screen will be automatically be set to "Charges."
• Std
  Select "Delivery basis" or "Inspection basis" as the basis for sales entry.
  The "Std" registered in [Register goods] of the [Logistics master module] will be selected for the relevant goods.
  In the case of shipping orders and sales, vouchers can be created by summarizing on a per-Delivery to or Settle method basis, but they will not be summarized on the same voucher unless their standards are the same.
• Goods group
  If goods have been registered as a group, select the goods group registered in [Register goods group].
• Goods
  Select the goods that have been registered in [Register goods]. Manual entry is also possible. "Detail type" will only be displayed in the case of "goods."
• Charges
  Select charges that have been registered in [Register charges] of the [Logistics master module]. This is only displayed when "Detail type" is [Charges].
• Goods number (correspondent)
  Select a goods number (correspondent) code if a per-correspondent goods number has been registered for the relevant goods in [Register goods number (correspondent)] of the [Logistics master module]. Manual entry is also possible.
• Product structure
  Select a product structure code if a product structure has been registered for the relevant goods in [Register product structure] of the [Logistics master module].
• Delivery to
  If "Delivery to" was selected in the [Header] tab, the corresponding delivery destination will be displayed. When entering multiple details, the display of the delivery destination on the previous line will be initialized from the second line on. To change the delivery destination, make a selection from the destinations registered as an "Accountee" by [Register delivery to]. Manual entry is also possible.
• Warehouse/Process Dept
  When "goods" is specified, the warehouse/process department registered as "Basic inventory location" in [Register goods] will be displayed. When "Delivery to" is specified, the warehouse/process department registered as "Outgoing warehouse" in [Register delivery to] will be displayed. When both "goods" and "Delivery to" are specified, the warehouse/process department tied to the one specified later will be displayed.
  To change the warehouse/process department, make a selection from the warehouses/process departments registered in [Register warehouse/process] in the [Common master module].
  
• Conversion
  Select the conversion unit for the entry quantity for goods. Select either "Unit conversion" or "Packing conversion." "Packing conversion" can only selected if the "Packing conversion" check box has been selected in [Register goods] of the [Logistics master module].
  When "Unit conversion" is selected, the unit registered in [Register unit price] of the [Logistics master module] will be displayed. When "Packing conversion" is selected, you can select a conversion unit from among the packing units registered in [Register packing unit] of the [Logistics master module].
  
• Unit Qty, Unit price setup, Current unit price
  Enter the quantity and unit price in the units specified in "Conversion". If you enter a quantity exceeding the value of "Coverage Qty" that was set on a per-goods basis per accountee in [Register unit price]  of the [Logistics master module], the unit price set as "Contract unit price" will be displayed for "Unit price setup" and "Current unit price."
  When discounting the unit price, you can enter the post-discount unit price in "Current unit price." However, you cannot enter a unit price less than the "Limit unit price" that is set in [Register unit price]  on an operator class basis.
  If the unit price has not been decided, you can temporarily save by entering a unit price of "9,999,999,999" or more. In this case, however, a mandatory check error will result in [Purchase order gate].
• Packing Qty, Packing unit price, Current Packing unit price (only displayed when "Packing conversion" is on)
  Enter the quantity and unit price in the packing units specified in "Conversion."
  Just as with unit conversion, the "Contract unit price" registered in [Register unit price]  will be displayed for "Packing unit price". In addition, the discount in "Current packing unit price" is the same as with unit conversion.
• Settled flag (Only displayed in [Sales order entry] screen)
  When shipping is settled, this flag turns on automatically and cannot be edited. The
  Settled flag can only be cleared when performing the shipping return process.
• Taxable type, Tax type, Tax rate, Tax (Only displayed for goods subject to taxation)
  Taxable type (sales)" registered in [Register goods] and its "Tax rate" will be displayed by default. To change "Taxable type", make a selection from the sales-related tax types that have been registered to [Register taxable type] in the [Common master module].
• Total Amt
  The total amount for ["Unit Qty" x "Current unit price"] including taxes (external or internal) will be displayed in the units specified by "Entry currency" (units specified by "Std currency" for transactions in the standard currency).
• Amt before tax (SC)
  The total pre-tax amount will be displayed in the standard currency.
• Total Amt (SC)
  The total amount of "Amt before tax (SC)" plus taxes (external or internal) will be displayed in the standard currency.
• L/T (manufacturing and transportation)
  The number of days for manufacturing and transportation lead time will be displayed.
  On the left side, the value of "goods L/T" that was registered in [Register goods] will be displayed. On the right side, the value of "L/T" for the selected "Packing unit" that was registered in [Register unit price] will be displayed. Note that the L/T of the packing unit will only be displayed when entering a quantity greater than or equal to the registered "Coverage Qty."
• Discount Amt, Discount rate
  When "Current unit price" is discounted, the discount amount and its discount rate will be displayed from "Unit price setup."