Line Group

Full Order Entry Utilities User Guide

Order Entry>Utilities>Set Up>Line Groups

This feature allows order lines to be grouped from within order entry. It is set up here.

Browse Line Group

This screen shows a listing of all groups with the Product Codes included in that group. Choose a tab to search by either group number or description.  Add, edit or delete groups from this screen, and also move Order, Estimate or Claims Lines from one Group to another from this screen.

If a group has order lines assigned to it cannot be deleted.

Group

• Specify a unique group number.
• A duplicate group number cannot be added.
• When adding a new Line Group, Group will default to the next highest number. It can be changed to any non-duplicate number.

If a Group Number is changed and it has Order, Estimate or Claim Lines attached to it, they will all be changed to the new Group Number.

• Set Color for Line Group: Pressing this button will bring up the standard color dialog for specifying a color for the Line Group. This is to make it easy to see the Line Groups when Viewing Lines or Editing Orders.
• Description: Type the description
• Assigned to Line Group: If Line Groups are assigned to Product Codes, then if a Line's Product Code is not in a Line Group, then the Line Group will be cleared. This is the original behavior.
  If there are no Product Codes assigned to any Line Group, then the previously assigned Line Group will be retained.
• Available to Line Group: These are the Product Codes that have not been assigned to any Line Group.
• A group can be created which contains no Product Codes.

Add/Edit Order Line

When adding a new order line, the Group defaults to #1.  Click F8 to change the Group or to add another group.

Therefore, when editing a Line, the previously assigned Line Group should remain in place until as assignment to Inventory, Products, Services or even Unreferenced.  To clear a group already assigned to a line, simply type in zero. If the line is edited and the product code is changed, the line group will change either to the default group for that product code or clear the group if there is no default for that product code.

Order Line Browse

The following is true for both browsing Lines when editing an Order or from the Orders browse.

A Group tab has been added to the browse which will present the Lines in Line Group Order. Also, note that below the browse, it shows the Line Group Description as well as the total of Lines for the highlighted group. If an Order Line is not specifically assigned to a group, it will be automatically assigned to Line Group None.

Printing Invoice/Acknowledgement

Printing for Invoice / Acknowledgement, Estimate or Claims all have the same “Line Grouping” feature added.

If the Lines for the document being printed do not have any Line Groups specified, Line Grouping will be set to “Do not Sub-total” and disabled. If the Lines for the document being printed do have Line Groups specified, Line Grouping will be enabled and will be set to the last grouping request for that type of document.

For custom Invoices and all Estimates and Claims, a newer program will be necessary.