Line Level Options in Order Management

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These options are accessed by clicking on the options arrow to the left of a line.

Some of the setting, such as Price, require permission to be able to manually change them. Permission to manually change prices has to be granted via the Allow Price Override setting in the Order Management Application Permissions. Accessed via the options on the NAV menu.

Message lines and charges can be added to an order at the header or detail line levels.

These message lines can be used to enter sidemarks, warehouse comments, or miscellaneous charges applicable to the order.

If the line number is 10, the first message line will be 11. Each line can have a maximum of 9 message lines.

Note: If an item has a policy code of RD, as entered in the Item File (FIL 2), the Special Instruction screen automatically appears. An item description must be entered before proceeding. Item policy code RD is normally used for generic miscellaneous items.

A character at the end of a message indicates that the message/charge is taxable (in the example above Delivery Charge has a “*” at the end) . The setting Charge Tax On Freight on the Control Panel (menu option SET 1) allows you to set the default for making all miscellaneous charges taxable or nontaxable for taxable customers and orders. If the default is set to nontaxable, adding a character such as * or = to the end of the message/charges makes that line taxable.

Z* at the beginning of a message directs the system to not show pricing information on Direct Ship POs. Click here for a complete write-up on the Z* message qualifier.

Macro messages enable you to insert standardized messages when entering orders. These messages can consist of business related messages, display or sample programs, billing, and special order cancellation charges.

Note: Macro messages are created using the Macro Message Manager (menu option SET 23).

In the example shown above, three macro messages have been added to the order. The Delivery Charge message was added earlier on the Message Lines and Miscellaneous Charges window.

Notice that some of the messages use the format I*, W*, S* etc. Using these formats tells the system to only include the messages on specific printed documents:

The Ship Via assigned on the Order Header is automatically populated in the Ship Via field. To see all the valid shipping charges, clear out the Ship Via code and click Refresh.

Use the settings, Weight, Units, and Value to base the shipping rates on. Use them separately or in combination to get a shipping quote. For example, if you have a six line order, but only three lines were ready to ship, you could enter the information (i.e. weight, units or value) from those lines and get a shipping rate just for those three lines.

The other fields, From Warehouse, Zip/Postal Code, Ship Via, and Service, are “limit to” fields. Use these fields to narrow your inquiry down as needed.

Ship via codes represent the method of shipping for the order. Some examples are: UP - UPS, CC (Common Carrier), and OT (Our Truck). If left blank, all Ship Via codes are considered.

The Service field further defines the method of shipping. For example, for ship via code UP (UPS) there could be several different services such as same day, standard delivery, etc.

Select a shipping charge and then click Add Shipping. You are asked where you want to apply the shipping charge.

Note: Once order lines get invoiced they cannot be invoiced again. If you choose to add the shipping charges across the entire order (as a 9966 line) and the order gets invoiced, you cannot update or add to the 9966 shipping charge line. However, you can still add shipping charges against individual lines (i.e. line 11 for order line 10) as long as the line being changed has not been invoiced.

The following example shows shipping charges entered against line 10 and also as a 9966 line.

This line level option allows you to toggle between Hide on AK and IN and Show on AK and IN.

Note: This functionality must be activated via one of the options on the NAV menu. When the option is activated, order lines can be suppressed from printing on order acknowledgements and invoices. For more on the Set-Up for this functionality, click here.

Note: Hiding or Showing a line does not impact the calculation of the order totals.

When the hidden line is invoiced, the Invoicing application also shows the hidden icon for the line.

The Price Analysis and Discount Calculator, available in the green screen via the F24 wildcard window in Order Entry, has been added to Navigator.

Note: The Price Analysis and Discount Calculator is available during order entry and for existing unprocessed orders.

Note The Price Analysis and Discount Calculator is not available for purchase orders.

As with most Navigator enhancements, access has to granted through the Navigator Menu.

1. Start a new order, quote, direct ship order, transfer order or credit order. You can also select an existing unprocessed order.

2. Click the Line Option arrow to the left of a line and select Price Calculator.

Note: If the user is not permitted to see cost in Order Entry, as designated on the user control panel, then the GP%, Cost and Cost Allowance fields are not displayed. The setting Allow Costs To Show On Orders can be accessed via this path: NAV 5 - Control User File Maintenance>”U” to update a user’s settings>the Allow Costs To Show On Orders setting is on the first page of settings.

5. The Price Allowance and Fund figures come from the Promotional File. Promotions can be created for several parameters. In this example, the Price Allowance of -$1.30 comes from a promotion set up for the manufacturer; REX. The Fund amount of $2.00 comes from a promotional file based on the item.

6. Select an Adjust by method, enter the new value and click Calculate to update the pricing information.

If you choose to adjust by Discount a note appears letting you know the percentage the price is being adjusted by.

Note: If you choose to adjust pricing by entering a new GP% value. The new GP% value is displayed on the screen.

7. The pricing is updated to reflect the adjustment; in this example a discount of 10%. The 10% discount caused the Price and the GP% fields to be recalculated. The discount is applied against the price, and then the GP% is recalculated based on the cost and the new lowered price.

8. You can adjust the pricing as much as needed. Every time you enter a pricing override, be it by price, Discount% or GP%, the adjustment is made against the original price from the order. Once you click the Update button the pricing on the order changes and that becomes the new “original” pricing.

9. Click Update to change the line pricing on the order and return to the order. The repriced line is assigned a Pricing Method of “X” which signifies the pricing was overridden.

This option reset pricing to the “default” pricing at either the line or order level.

Default Pricing takes in account pricing and fund promotions, points, terms and other pricing strategies.

This feature allows you to split an order line item into two order line items, each with part of the total quantity.

This feature is accessed by clicking on an order line's option arrow (at the far left of the order line) and then selecting Split Line.

Field	Description
Required Entries
Quantity to remain on existing line.	Enter the quantity remaining on this line number, after the line is split. The difference is put on the new line created when the line is split.
Unit of measure	Select the UM related to the quantity stated above.
Place new line	Controls the line# of the new line. Select After last order line to create the new line after the last line on the order. This setting is the default. Select On line# and enter an unused line number to use for the new line.
Optional Entries
Ship Date for new line	Optionally enter a ship date for the new line. Leave this field blank for the ship date on the new line to remain the same as the existing line.
ETA Date for new line (PO only)	Leave this field blank for customer orders.
Status for new line	Optionally enter a status code for the new line. Leave this field blank for the status code on the new line to remain the same as the existing line.
Status for existing line.	Status codes allow you to identify the status of each line of each order as it moves throughout the system and your warehouses.