Additional Info - Assigning Branches to Line Items on Orders and Invoices

To facilitate reporting of branch revenue at the line-item level on sales orders when branching is enabled, the system defaults the Branch field's value on the Add Sales Order Item or Edit Sales Order Item window using the following hierarchy: 1) the branch associated with the equipment on the Contract record is used if present, 2) the branch associated with the Equipment record is used if present, 3) the branch specified in the header of the sales order is used.

If you populate the Equipment number and Contract number fields on the Edit Sales Order Item window, causing the system to associate the line item with equipment on a valid contract, the system defaults the Branch field on the Edit Sales Order Item window to the Branch associated with the equipment on the Equipment/Item tab of the Contract record's Edit Contract Equipment/Item window (provided the contract is a valid contract).

If you populate the Equipment number field on the Edit Sales Order Item window and leave the Contract number field blank (or if you populate both the Equipment number and Contract number fields but the contract is not valid at the time the sales order is being created/edited), the system defaults the Branch field on the Edit Sales Order Item window to the Branch associated with the equipment on the Billing/Contact tab of the Equipment record's Edit Equipment window.

If you subsequently change the value in the Branch field on the main Sales Order window, the system displays the prompt: Use [header branch] as the branch for: any line item not currently associated with an equipment number, every line item on the order, or any subsequent line item added to the order.

If you select the first option, for each line item on the sales order, the system changes the Branch listed on the Edit Sales Order Item window to the Branch listed on the main Sales Order window unless the Equipment number field is populated for that line item on the Edit Sales Order Item window. The system will not change the Branch on the Edit Sales Order Item window for any line item where the Equipment number field is populated.

If you select the second option, for each line item on the sales order, the system changes the Branch listed on the Edit Sales Order Item window to the Branch listed on the main Sales Order window.

If you select the third option, the system will not change the Branch listed on the Edit Sales Order Item window for any line item that already exists on the sales order. The system will use the Branch listed on the main Sales Order window as the default Branch on the Edit Sales Order Item window, which can be overridden based on the hierarchy listed above.

To facilitate reporting of branch revenue at the line-item level on sales invoices when branching is enabled, the system defaults the Branch field's value on a sales invoice line item using the following hierarchy: 1) the branch associated with the equipment on the Contract record is used if present, 2) the branch associated with the Equipment record is used if present, 3) the branch associated with the ship-to customer associated with the sales invoice line item is used.

If you check the Add equipment and contract checkbox on the New Sales Invoice window, enter Equipment, enter a Contract, enter an Item, and click the [QuickAdd] button to add the item to the sales invoice, the system defaults the Branch for the sales invoice line item to the Branch associated with the equipment on the Equipment/Item tab of the Contract record's Edit Contract Equipment/Item window (provided the contract is a valid contract).

If you check the Add equipment and contract checkbox on the New Sales Invoice window, enter Equipment, leave the Contract field blank (or if you populate both the Equipment number and Contract number fields but the contract is not valid at the time the sales invoice is being created/edited), enter an Item, and click the [QuickAdd] button to add the item to the sales invoice, the system defaults the Branch for the sales invoice line item to the Branch associated with the equipment on the Billing/Contact tab of the Equipment record's Edit Equipment window.

If you populate the Equipment number and Contract number fields on the Edit Sales Invoice Item window, causing the system to associate the line item with equipment on a valid contract, the system defaults the Branch field on the Edit Sales Order Item window to the Branch associated with the equipment on the Equipment/Item tab of the Contract record's Edit Contract Equipment/Item window (provided the contract is a valid contract).

If you populate the Equipment number field on the Edit Sales Invoice Item window and leave the Contract number field blank (or if you populate both the Equipment number and Contract number fields but the contract is not valid at the time the sales invoice is being created/edited), the system defaults the Branch field on the Edit Sales Invoice Item window to the Branch associated with the equipment on the Billing/Contact tab of the Equipment record's Edit Equipment window.

If you subsequently change the value in the Branch field of the Ship To window associated with an invoice line item, the system displays the prompt: Use [header branch] as the branch for: any line item to be shipped to [Ship To] not currently associated with an equipment/contract number, every line item to be shipped to [Ship To] on the invoice, or any subsequent line item to be shipped to [Ship To] subsequently added to the invoice.

If you select the first option, for each line item on the sales invoice that is to be shipped to the specified ship-to customer, the system changes the Branch listed on the Edit Sales Invoice Item window to the Branch listed on the Ship To window unless the Equipment number field is populated for that line item on the Edit Sales Invoice Item window. The system will not change the Branch on the Edit Sales Invoice Item window for any line item where the Equipment number field is populated.

If you select the second option, for each line item on the sales invoice that is to be shipped to the specified ship-to customer, the system changes the Branch listed on the Edit Sales Invoice Item window to the Branch listed on the Ship To window.

If you select the third option, the system will not change the Branch listed on the Edit Sales Invoice Item window for any line item that already exists on the sales invoice. The system will use the Branch listed on the Ship To window as the default Branch on the Edit Sales Invoice Item window, which can be overridden based on the hierarchy listed above.

To facilitate reporting of branch revenue at the line-item level on RMA orders when branching is enabled, the system defaults the branch on RMA order line items from the New RMA order window as follows: When you generate an RMA order based on a sales order, the system uses the branch for each line on the sales order as the branch for each corresponding line item (i.e., the return line item and—if shipping a replacement—the ship line item) on the RMA order.

You can use the Edit RMA Order Item window to edit the branch on an individual line item if desired.

If you subsequently change the value in the Branch field on the New RMA Order window, the system displays the prompt: Use [header branch] as the branch for: any line item not currently associated with an equipment/contract number, every line item on the RMA, or any subsequent line item added to the RMA.

If you select the first option, for each line item on the RMA order, the system changes the Branch listed on the Edit RMA Order Item window to the Branch listed on the New RMA Order window unless the Equipment number field is populated for that line item on the Edit RMA Order Item window. The system will not change the Branch on the Edit RMA Order Item window for any line item where the Equipment number field is populated.

If you select the second option, for each line item on the RMA order, the system changes the Branch listed on the Edit RMA Order Item window to the Branch listed on the new RMA Order window.

If you select the third option, the system will not change the Branch listed on the Edit RMA Order Item window for any line item that already exists on the RMA order. The system will use the Branch listed on the new RMA Order window as the default Branch on the Edit RMA Order Item window, which can be overridden based on the hierarchy listed above.