Choose one of the following options:

Including both items and services in the same sales document is not possible. However, you can define the respective services as items in SAP Business One. You then can enter the related items and services in one document along with their respective prices and quantities. It is possible to run the usual sales analysis and reports on these services.

Choose one of the following types:

Quantity that you want to sell to the customer based on the item’s sales unit of measure, as defined on the Sales Data tab in the Item Master Data window. The default value is 1.

If the sales unit of measure is defined as more than one item, the actual item quantity is displayed in the Qty (Inventory UoM) field, which is the value displayed in the Quantity field multiplied by Items Per Unit.

You can update the quantity in a sales order or purchase order.

Delivered quantity of the item that has already been delivered to the customer.

Displays quantity still to be shipped from the line after the current delivery.

Displays the original ordered quantity.

Item price from the default price list, before a discount.

Press CTRL+TAB to view the Last Prices Report.

Define whether the quantity displayed in the Items per Unit field is a single item unit:

When a UoM code is specified, SAP Business One takes the corresponding UoM name from the UoM setup.

You can edit this field only when the UoM group of an item is Manual.

The number of items specified for the selected UoM as defined on the Sales Data tab in the Item Master Data window. The number must be greater than zero.

You can edit this field when the UoM group for an item is Manual. When inventory transactions are created from the document, the Items per Unit value from the document is used, not the value from the Item Master Data window.

Indicates that there is no inventory movement involved, that is, the credit memo does not affect the inventory quantity of the item.

The field is available only in the following cases:

The total quantity (per row), calculated as follows:

Quantity x Items per Unit = Qty (Inventory UoM)

Displays the discount percentage assigned to the item.

Displays the amount calculated from Unit Price x Discount.

Real-time item cost of the item at the time the document is added.

Indicates if withholding tax is applicable in this document.

Freight in the header level is not affected, but those items on the row level are.

When the checkbox Tax only is selected, the WTax Liable field is automatically updated to No. You can select the value manually in the dropdown list.

Tax code to be applied to the item. The application proposes a default tax code depending on the following:

If required, choose a different tax code.

Specify the project that you want to relate to the item.

Displays the total amount of the row in the relevant currency. The amount is calculated as follows: Total = Unit Price x Quantity x Discount.

Number of the linked blanket agreement that exists with the customer.

After you have entered a business partner, an item and a posting date, SAP Business One checks whether a blanket agreement is in force with the customer and automatically relates it to the sales document. The unit price determined in the blanket agreement is copied into the sales document, if in the blanket agreement, the Use BP Discount option is checked.

Displays how many items are allocated from bin locations.

You must allocate the same quantity of items from bin locations as the quantity you specified in the document row; otherwise, the field is marked in red and you cannot add the document.

To manually allocate items from bin locations, click (Link Arrow) to open one of the following windows:

Once the document is added, clicking the link arrow in this field opens Inventory Posting List.

To enable the item to consume forecast using sales orders, select Yes.

In the MRP run, the application subtract the sales order quantities from the forecasted quantities.

For more information, see Managing Forecasts.

This field appears only for sales orders.

Number of the procurement document, for example, purchase order or production order, that was created with reference to the sales order.

Displays the ship-to name and description as defined on the Logistics tab. If required, specify different names and descriptions for each row. By default, these two fields are hidden. You can activate their display in the Form Settings window.

This field is available for all supported localizations except Israel.

Select this checkbox to charge or credit the business partner only for the tax that is calculated on the value of the item or service.

In certain industries, such as the airlines industry, companies may be required to generate a no charge invoice with tax only. As air miles become a popular benefit to travelers, it is a requirement in some countries that customers pay tax on the value of the miles. By selecting this checkbox you can charge customers solely for tax based on the value of the air miles.

Displays the tax amount in local currency. Specifically used for Singapore. This field is hidden due to the calculation method setting in the system. For China, Japan, and Korea, you can manually adjust the tax amount. Refer to: Adjusting Tax Amount.

Select the checkbox to indicate the asset retirement is partial, for example. only part of the asset quantity or value is removed from the portfolio.

If you want to retire an asset partially and the asset is planned for quantity maintenance, enter the quantity you want to retire. In this case, if you enter the retired acquisition and production costs, it is not effective.

If you want to retire an asset partially and the asset is not planned for quantity maintenance, specify how much of the asset's acquisition and production costs are retired. In this case, if you enter the retired quantity, it is not effective.

Choose whether to distribute total level freight on this row.

If you choose No, the row is not affected by the total level freight and it is distributed on other rows in the document.

This field is not available for down payment documents.

Specify a relevant freight type.

This field is not available for down payment documents.

Specify each freight charge in the appropriate currency.

The freight amount is automatically recalculated according to exchange rate changes.

This field is not available for down payment documents.

If required, specify the project for each freight. If you defined the project for the freight in the Freight-Setup window, the field displays the project code by default.

Enter in this field the unit price including tax. SAP Business One calculates automatically the unit price before tax and the tax amount, based on the tax code in the row. After pressing the TAB key, the Unit Price field and the Tax/Unit field are updated accordingly.

The tax amount is calculated as follows:

Gross Price / (1 + Tax %) * Tax % = Tax Amount

Displays the total gross amount of the row. If the item quantity is 1, the gross total is equal to the amount entered in the Gross Price field. The amount in this field is calculated as follows:

Gross Price * Quantity = Gross Total

Enter a description of the sold service.

Choose the G/L account to be credited if the document created is an A/R invoice. Press TAB to display the List of G/L Accounts and choose one. The list displays general ledger accounts of the sales, expenditures, and other account types.

Specify the project that you want to relate to the service.

Tax code to be applied to the item. The application proposes a default tax code depending on the following:

If required, choose a different tax code.

Displays the total amount of the row in the relevant currency.

This field is available for all supported localizations except Israel.

Select this checkbox to charge or credit the business partner only for the tax that is calculated on the value of the item or service.

In certain industries, such as the airlines industry, companies may be required to generate a no charge invoice with tax only. As air miles become a popular benefit to travelers, it is a requirement in some countries that customers pay tax on the value of the miles. By selecting this checkbox you can charge customers solely for tax based on the value of the air miles.

Displays the tax amount in local currency. Specifically used for Singapore. This field is hidden due to the calculation method setting in the system. For China, Japan, and Korea, you can manually adjust the tax amount. Refer to: Adjusting Tax Amount.

Specify whether to distribute the freight amount from the Total level onto the row.

This field is not available for down payment documents.

Specify a CFOP Code from the List CFOP window. To open the window, choose TAB.

To view more details, open the Define CFOP Code window by choosing (Link Arrow).

Specify to where the goods or service is sold: domestic or overseas markets.

For an item, this field is updated automatically according to whether or not its ship-to address is within the same country as the company.

Generally, the ship-to address of an item is the same as the one selected in the Ship to field on the Logistics tab. However, you can also specify a different ship-to address for an individual item in the Ship-to Name field in the row of the item on the Contents tab.

Specify a CST code from the List of CST window. To open the window, press TAB.

The CST code that corresponds to the item (on the General tab in the Item Master Data window) is displayed by default.

To view more details, open the CST Codes - Setup window by choosing (Link Arrow).

Specify a usage from the drop-down list. To define a new usage, select Define New to open the Usage – Setup window.

Amount of tax due on the freight charges associated with the item. The freight tax amount calculation is based on the tax code specified in the Freight Tax Code field.

This field is not available for down payment documents.

Tax code for the freight charges associated with the item. If the item tax code is applicable to freight, the application shows the item tax code as a default. If the item tax code is not applicable to freight, the field is blank. You can edit this field, if required, and enter any tax code that is applicable to freight.

This field is not available for down payment documents.

Available only if you have initialized the Intrastat declaration function. For more information, see Initializing the Intrastat Declaration Function.

Specify the country where the goods are manufactured, produced or grown, or in which the goods originate.

Select an Incoterm to specify your delivery terms for the item.

Available only if you have initialized the Intrastat declaration function. For more information, see Initializing the Intrastat Declaration Function.

Available only if you have initialized the Intrastat declaration function. For more information, see Initializing the Intrastat Declaration Function.

Specify a location for the item as follows:

Displays the Freight Tax Distributed Amount (LC). The amount is automatically calculated by the system.