When a sales quote or sales order is created, if the type of the sales quote line or sales order line is Begin Total or End Total, then the items listed on the lines are marked as physical items or as service items. The items then have subheadings for each item group, and a subtotal is created for each item group.

The items are divided based on the system generated values displayed in the Level field.

You can specify an item as a variant in the sales quote line. This allows you to list the alternative items without including the price in the quote. You can also refer to specific parts of a sales quote or sales order based on the value displayed in the Position field of the sales quote line or the sales order line. For more information, see the Sales Line table.

For purchase invoices and sales invoices, the invoice amount is reduced by the discount amount, and then rounded. The invoice total is also rounded if there is a discount. For more information, see the General Ledger Setup table.

In the Sales & Receivables Setup window, the Shipment on Ship and Invoice field is used to turn off printing of additional shipment documents for purchase invoices and sales invoices. When you post an order, a posted shipment and a posted invoice are automatically created. If the printed invoice is also used as a shipment document, additional shipment documentation does not need to be printed. You can turn off printing of additional shipment documents for purchase invoices and sales invoices by clearing the Shipment on Ship and Invoice field in the Sales & Receivables Setup window. For more information, see the Sales & Receivables Setup table.