Sales order items

Sales order items are children of sales orders

• this is a composition relationship
• there are many sales order items to a single sales order

They are also linked to a saleable product

• there are many sales order items to a single saleable product
• this relationship is used to link to to the product the sales order item is for

Additionally, they have a relationship with both shipment and invoice lines, and credit note lines

• these are both one to many relationships
  • i.e. one credit note item to many shipment lines/ cn lines
• they are used to assign quantites of the order item line to credit notes/ shipments
  • this means the quantity of a shipment/ order item line will not necessarily be equal to the order item line quantity, as items can be split between multiple shipment lines/ credit note lines/ a mix of the two
  • however, the sum of the quantities should never exceed the order item line quantity

Next are a series of information fields

• order item line quantity
  • number of that item on this line of the order
• line item discount
  • generally this will be 0
  • either set when adding items to the order
  • or can be set after the fact
    • there is an update trigger on this field to automatically update the line price/ line VAT if it is changed later
• line item price (exc discount)
  • this is set when the item is created
  • if a discount is later added, the value in the exc discount field is used to calculate the new inc discount amount
• line item price (inc discount)
  • generally the same as the exc discount amount
  • if a discount is set, this will be a percentage of the exc discount figure
  • this is the value used on the invoice/ invoice calculations
• line item VAT (exc discount)
  • this is set when the item is created
  • if a discount is later added, the value in the exc discount field is used to calculate the new inc discount amount
• line item VAT (inc discount)
  • generally the same as the exc discount amount
  • if a discount is set, this will be a percentage of the exc discount figure
  • this is the value used on the invoice/ invoice calculations

After these are a number of formula fields:

• total line price (inc VAT)
  • line item price (inc discount) * order item line quantity
• line weight
  • total weight of line used for postage calculations
  • weight of prod * line quantity
• quantity assigned to shipments
  • quantity of this item on shipments
  • sum of quantities of attached shipment lines
• quantity assigned to cn’s
  • quantity of this item on credit notes
  • sum of quantites of attached credit note lines
• quantity assigned to shipments + cn’s
  • sum of 2 above
  • used to determine if item needs assigning to shipment/ credit note when pressing buttons to automatically generate them/ add items to them
• quantity allocated to batches
  • sum of quantity of shipment lines which have been allocated to a batch
• quantity remaining to assign to shipments/ cn’s
  • line quant - quantity assigned to shipments/ cn’s
  • if 0, no more can be added to shipment/ cn’s
• quantity remaining to allocate to batches
  • line quant - quantity allocated to batches

Next, the show view choice field which appears on many tables form views

• order item allocations
  • shows a view of all linked shipment lines
• credit note items
  • shows a view of all linked credit note items

Finally, the admin section, this will only be shown if isAdminMode() evaluates to true

• temp fields - […] posted to Xero
  • created by Tom
  • used when there were issues with VAT on orders that came from Shopify to figure out affected orders
  • SHOULD now be okay to delete…
• display record buttons/ enable record deletion
  • display record buttons works via the displayRecordButtons() global function
  • it hides the ability to create/ duplicate/ delete records via the icons in the top right corner
  • if admin mode is activated, or enable record deletion has been selected, users are able to override this to delete records
  • users may want to delete records if, when adding an order to the system, they make a mistake on a particular line