Sales Line

Sales Line Basic Fields

• Accounting Variable 1, 2, 3, 4
• Allocation Status - Calculated automatically by GoldFinch based on Qty. Not Allocated and Outstanding Qty. Possible values: None, Full, or Partial.
• Base Unit of Measure - The Base Unit of Measure of the Item.
• Breakbulk UOM - Used when a Customer orders Items in a different Unit of Measure than is shipped.
• Catch Weight - If the item is a catch weight item, this field will be checked. Defaults from the item.
• Closed - If checked, the line has been manually closed before it has been completely shipped by selecting the Close function button.
• Conversion - The conversion factor of the unit of measure on the sales line to the item’s base unit of measure.
• Cross Reference - Populated automatically when there is a matching Cross Reference with the same Customer, Item, and Unit of Measure.
• Currency Factor - If the currency is a foreign currency, this currency factor will be used when posting the invoice.
• Customer Part No. - The Customer Part No. that is copied from the Cross Reference
• Customer PO No. - External reference number used by the Customer that placed the order being shipped.
• Description - Use this field to give more detailed information about the sales line. Will default to the Item description.
• Discount By - Defines the Discount Per type. The options are % or Unit.
• Discount Per - GoldFinch retrieves the discount for the sales line based on multiple criteria, such as the Sell-to Customer, Order Date, Item Category, etc. This field in conjunction with the Discount By field will calculate the discount for the line.
• Discounted Unit Price - The unit price for the line after the discount has been taken.
• EDI Discount By - Used for EDI orders and is populated by the EDI Software Partner.
• EDI Discount Per - Used for EDI orders and is populated by the EDI Software Partner.
• EDI Line Amount - Used for EDI orders and is populated by the EDI Software Partner.
• EDI Price Discrepancy - Used for EDI orders. If the EDI Amount is not equal to the Line Amount, this field will be checked.
• EDI Unit of Measure - Used for EDI orders and is populated by the EDI Software Partner.
• EDI Unit Price - Used for EDI orders and is populated by the EDI Software Partner.
• EDI UPC - Used for EDI orders and is populated by the EDI Software Partner.
• Exclusion Amount1, 2, 3, 4
• Exemption Amount
• Force Close - Indicates if the Sales Line was Force Closed.
• Formula Version - Used to explode BOMs.
• GTIN - Can be used for searching for items, or is populated by the system automatically if the GTIN exists.
• Import EDI Sales Order - The Import EDI Sales Order record associated with the Sales Line.
• Import Sales Line - The Import Sales Line record associated with the Sales Line.
• Item - Enter either an Inventory or Service item for the line.
• Item Blocked - If checked, the item has been blocked and you cannot print an order confirmation or create a warehouse shipment for this item. This will default from the Item setup.
• Item Type - Defaults from the item with two possible values: Item or Service.
• Item UOM Not Sellable - Defaults from the item unit of measure. You are not able to choose item units of measure that are not sellable.
• Line No. - GoldFinch populates this field incrementally by one.
• Line Status - GoldFinch updates this field with the possible values: Open, Back Ordered, Completed or All Shipped.
• Line Type - Used with the Explode BOM function, with the possible values: Regular, Parent, and Component
• Lot Tracked - If checked, the lot number for the item must be entered when processing a shipment.
• Order Date - The date the customer placed the order.
• Original Qty. - The Original Quantity of Line Items on the Purchase Line.
• Parent Line - Used with the Explode BOM function to link component lines with the parent lines.
• Project
• Project Task
• Purchase Line - GoldFinch updates this field after a special purchase order or a drop ship purchase order has been created for the sales line.
• Purchase Order - GoldFinch updates this field after a special purchase order or a drop ship purchase order has been created for the sales line.
• Purchasing Type - It defines the fulfillment method for the inventory Item, with these possible values: Inventory, Special Order, or Drop Ship. The default is Inventory. If the item is a service item, Purchasing Type must be Inventory.
• Replenishment System - Defines the replenishment system for the item. The options are either Purchase order Work Order.
• Requisition Created - GoldFinch populates this field when a requisition line is created for the sales line.
• Requisition Line - GoldFinch populates this field when a requisition line is created for the sales line.
• Requisition Qty.
• Return Order - If checked, the sales line is on a return order and the quantity must be a negative number.
• Returned from SIL - On an RMA, this field can be chosen to update the Unit Cost and link the sales line with the original sales invoice line.
• Sales Discount Id - Lookup to Sales Discount object.
• Sales Order - The sales order linked to this sales line.
• Sales Price Id - Lookup to Sales Price object.
• Sales Quote Line
• Sell-to Customer - The customer placing the order.
• Serial Tracked - If the item requires serial number tracking, this field will be checked.
• Shipment Date - Defaults from the sales order header, but can be changed according to the customer’s requests.
• Shopping Cart Item - Used with Customer Portal.
• Standing Order Line - Populated by the Mass Create Sales Order routine from the Standing Order list.
• Stockkeeping Unit
• Unit of Measure - The unit of measure for the item ordered.
• Warehouse - The warehouse from which the items will ship from. Defaults from the order header, but can be changed.
• Work Line - GoldFinch updates this field after a special work order is created for the sales line.
• Work Order - GoldFinch updates this field after a special work order is created for the sales line.

Quantities

• Allocated Qty. - Quantity allocated for the sales line. It is possible to manually change the allocated quantity or bypass the allocation for the order completely.
• Allocated Qty. Base - Allocated Quantity converted to the item’s base unit of measure.
• Invoiced Qty. - Quantity invoiced for the sales line.
• Invoiced Qty. Base - Quantity invoiced for the sales line converted to the item’s base unit of measure.
• O/S Qty. Base - Outstanding Quantity converted to the item’s base unit of measure.
• Outstanding Qty. - The quantity that has not shipped yet.
• Qty. Base - Quantity converted to the item’s base unit of measure.
• Qty. Not Allocated - Outstanding Quantity – Quantity Allocated
• Qty. Not Allocated Base - Qty. Not Allocated converted to the item’s base unit of measure.
• Qty. to Ship - The number of Line Items to be shipped.
• Quantity - Quantity ordered by the customer.
• Shipped Not Invoiced Qty. - Quantity that is shipped but has not yet been invoiced.
• Shipped Not Invoiced Qty. Base - Shipped not Invoiced Quantity converted to the item’s base unit of measure.
• Shipped Qty. - Quantity shipped for the sales line.
• Shipped Qty. Base - Shipped Quantity converted to the item’s base unit of measure.
• SKU Allocated
• SKU Available
• SKU Lead Time Days
• SKU On Hand

Amounts

• Discount - Line Amount x Discount %.
• Line Amount - Quantity x Unit Price - Discount.
• Line Amt Incl. Tax - Line Amount + Tax.
• Line Cost - Quantity x Unit Cost.
• Line Pallet - Quantity * Unit Pallet
• Line Profit - Line Amount – Line Cost.
• Line Volume - Unit Volume * Quantity
• Line Weight - Unit Weight * Quantity
• Outstanding Amount - The amount that has not shipped yet.
• Shipped Not Invoiced Amount - (Shipped Not Invoiced Qty. * Unit Price) - (Discount * (Shipped Not Invoiced Qty. / Quantity))
• Tax - Line Amount x Tax %.
• Tax % - GoldFinch retrieves this field based on the Tax Area on the order header and the Tax Group on the sales line.
• Tax Group - The tax group for the item used to calculate sales tax.
• Tax Jurisdiction1, 2, 3, 4
• Tax Rate1, 2, 3, 4
• Tax1, 2, 3, 4
• Taxable Amount1, 2, 3, 4
• Unit Cost - The Unit Cost of the sales line defaulted from the item.
• Unit Pallet - Pallet from the item's unit of measure.
• Unit Price - GoldFinch retrieves the unit price from the Item or from the Sales Price table. This can be changed.
• Unit Volume - Cubage from the item's unit of measure.
• Unit Weight - Default weight from the item’s unit of measure.

Article Sales-Line  ·  Last updated February 02, 2026 · GoldFinch ERP Help Center