About sale line items

When you are entering a standard order, a credit memo pickup, or a credit memo one step, you need to specify an option from the Action area for each line item. Valid options are sale or credit, inventory return, warranty, and core; sale is listed if the order type is standard, and credit is listed if the order type is credit memo pickup or credit memo one step.

To better understand how Vision processes sale line items, review the following frequently asked questions and their corresponding answers.

FAQs about processing sale line items on the Customer Service tab

When is it appropriate to select Sale in the Action area for a line item?
If the line item is for a sale, how are the price and cost affected?
What characteristics — other than price and cost — exist for sale line items entered on the Current Order screen of the Customer Service tab?

Q:	When is it appropriate to select Sale in the Action area for a line item?
A:	If you are entering a standard order for one or more products that a customer is purchasing, the Sale option should be selected in the Action area. If you change the order type from quote to standard, the Sale option is automatically selected for the Action area for all of the line items. You can combine sale line items on the same order with line items for inventory returns, core returns, and warranty returns. top
Q:	If the line item is for a sale, how are the price and cost affected?
A:	The following are details that apply to sale line items: The core price and the core cost cannot be overridden on the Current Order screen of the Customer Service tab. The Excise Tax % field is available. If an excise tax is charged for the product class for this product, the tax percentage is displayed in this field; it can be overridden. The excise tax fee for a sale line item is a positive dollar amount. To calculate the excise tax amount for the line item, the system multiplies the line item amount and the excise tax percentage, if one is available. The Disposal Fee field is available. If a disposal fee is charged for the product class of this product, it is displayed in this field; it can be overridden. The disposal fee is a positive dollar amount for sale line items. To calculate the disposal fee for the line item, the system uses the following formula: Disposal Fee = (Ordered Quantity — Canceled Quantity) X Disposal Fee Amount The Restocking% field is not available. For more information on pricing, refer to the following: Understand how prices are determined Override a price Use demand price levels top
Q:	What characteristics — other than price and cost — exist for sale line items entered on the Current Order screen of the Customer Service tab?
A:	For a sale line item entered on the Current Order screen: The order quantity entered in the Ord field is a positive number. The system changes the quantity from a negative number to a positive number if the option selected for the line item in the Action area is changed from Inventory Return (or Core or Warranty) to Sale. If the order type is standard or C/M one step, the on-hand quantity of the warehouse selected for the current order is decreased as soon as the order is accepted to reflect the sale of the product. If the order type is C/M pickup, the on-hand quantity is decreased at verification time. Line item sourcing logic is invoked if applicable. (For more information on line item sourcing, refer to Source a line item.) top