ADD DEFINITION HERE. The purpose of this page is to view line item details associated with sales transactions. Users may also use this page to add new Sales Quotes, Orders, Price Adjustment and Return Transactions. Additionally, users can manually update ordered unit quantity, ordered weight and/or price of a line item directly from this List View. to
This list view also contains columns for each Attribute that is set up for the 'Items', 'Sales Order' and 'Sales Order Item' attribute types. Because these are user defined, they are not included in the default view but can be added a saved column layout. Item, Sales Order and Sales Order Item attributes are not included in the help documentation.
Software Version: 2020.xx.xx and newer
...
Search Options | Description |
|---|---|
| Date Range | |
| Carrier | |
| Include | |
| Item Class | |
| Search | A non-required text box that defaults to blank and is used to search across multiple fields. When the page is 'Refreshed', the data returned will be limited by what was included in the Search box (in addition to any other Search Options). Refer to this FAQ for advanced search options. The Search field can be used to search across the following fields: |
| Site | Used to select one or more Sites. This is a multi-select standard lookup that is not required to return results. It defaults as blank. Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain inventory balances. The lookup contains a list of all active Sites. |
| Saved Search Options | Displays the saved search options lookup and related icons. This tool allows users to select previously saved search options, create a new set of search options, save changes to existing search options, forget/delete saved search options and/or assign a saved search option as the default for the page. Once changes are made to the search options, the user can click the Save Options icon and save the changes. The new search option can also be set as the default. |
| Transaction Class |
...
| Toolbar Icons | Description | ||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Column Filter Show/Hide |
| ||||||||||||||||||||||||
| Excel |
| ||||||||||||||||||||||||
| Favorites |
| ||||||||||||||||||||||||
| Group By Show/Hide |
| ||||||||||||||||||||||||
| Help |
| ||||||||||||||||||||||||
| Journal Details | |||||||||||||||||||||||||
| Quick Filter |
| ||||||||||||||||||||||||
| Refresh | |||||||||||||||||||||||||
| Saved Column Layouts |
| ||||||||||||||||||||||||
| Fields | Description | ||||||||||||||||||||||||
| % Filled Units | Identifies the percentage of allocated units versus ordered units for the line item. This is a calculated field and can be edited by changing the unit allocation or 'Ord. Units' quantity for the line item. It is calculated as [Allocated Unit Quantity] / [Ordered Unit Quantity] * 100. This field is not stored in the database. | ||||||||||||||||||||||||
| % Filled Weight | Identifies the percentage of allocated weight versus ordered weight for the line item. This is a calculated field and can be edited by changing the weight allocation or 'Ord. Weight' quantity for the line item. It is calculated as [Allocated Weight] / [Ordered Weight] * 100. This field is not stored in the database. | ||||||||||||||||||||||||
Address |
Database Fields: ERPx_ARCustomerAddress.AddressID, ERPh_SOOrderHeader.AddressSK | ||||||||||||||||||||||||
| Address Name |
Database Fields: ERPx_ARCustomerAddress.AddressName, ERPh_SOOrderHeader.AddressSK | ||||||||||||||||||||||||
| Alloc Amount | Identifies the allocated extended amount of the line item, formatted to the Item's 'Price Decimals' of 2 decimals??? (the mockup doesnt specify the number of decimals, but if the 'Price Decimals' is set to 5, we wouldn't want to lose precision). This is a calculated field and can be edited by changing the unit/weight allocations or by updating the 'Price' field of a line item on the Sales Order Record View. It is calculated as [Allocated Quantity] * [Price], where [Allocated Quantity] is the Allocated Units if the 'Default Price UOM' for the item is units based and Allocated Weight if the 'Default Price UOM' for the item is weight based. Database Field: ERPh_SOOrderItem.AllocatedAmount | ||||||||||||||||||||||||
| Alloc Units | Identifies the number of allocated units for the line item, formatted to the Item's 'Unit Decimals'. This is a calculated field and can be edited by changing the unit allocation of the line item. Database Field: ERPh_SOOrderItem.AllocatedUnits | ||||||||||||||||||||||||
| Alloc Weight | Identifies the allocated weight for the line item, formatted to the Item's 'Weight Decimals'. This is a calculated field and can be edited by changing the weight allocation of the line item. Database Field: ERPh_SOOrderItem.AllocatedWeight | ||||||||||||||||||||||||
| Attention To | Identifies the name person receiving the order at the Ship To Address. This is not required and can be edited from ...... There is no field on the customer address record to add/edit this field - should it be added or should the field be removed/updated? Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPh_SOOrderHeader.ShipAttentionTo | ||||||||||||||||||||||||
| Attribute Class |
Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPx_IMItem.AttributeClassSK | ||||||||||||||||||||||||
| BOL | Identifies the Bill of Lading associated with the shipment of the line item. This is not required and can be edited from the 'BOL' field on the 'Shipments' tab of the Sales Order Record View.
Database Fields: ERPh_SOOrderHeader.BOL, ERPh_LMLoadTransactionItem.BOL | ||||||||||||||||||||||||
| Carrier Name |
Database Fields: ERPx_SOCarrier.CarrierName, ERPh_SOOrderItem.CarrierSK | ||||||||||||||||||||||||
| Checkbox |
| ||||||||||||||||||||||||
| Created By | Identifies the name of the user that created the item. It is formatted to be the "logged-in" users [User First Name] + [User Last Name]. This is a system assigned value and is never editable by a user. This field is required. Database Field: ERPh_SOOrderItem.CreatedBy | ||||||||||||||||||||||||
| Created Date | Identifies the date the item was created, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user. This field is required. Database Field: ERPh_SOOrderItem.CreatedDate | ||||||||||||||||||||||||
| Created Time | Identifies the time the item was created, formatted in 'HH:MM:SS'. This is a system assigned value and is never editable by a user. This field is required. Database Field: ERPh_SOOrderItem.CreatedDate | ||||||||||||||||||||||||
| Currency |
Database Fields: ERPx_MFCurrency.CurrencyID, ERPh_SOOrderHeader.CurrencySK | ||||||||||||||||||||||||
| Customer |
Database Fields: ERPx_ARCustomer.CustomerID, ERPh_SOOrderHeader.CustomerSK | ||||||||||||||||||||||||
| Customer Name |
Database Fields: ERPx_ARCustomer.CustomerName, ERPh_SOOrderHeader.CustomerSK | ||||||||||||||||||||||||
| Days Out | Identifies the number of days before the order is shipped. This is a calculated field that can be either positive or negative. It is calculated as [Default Ship By] - [Current Date]. It is a positive number when the 'Default Shipped By' field is in the future and a negative number when the 'Default Shipped By' field is in the past. This is required and can be edited from the 'Default Ship By' field on the 'Home' tab of the Sales Order Record View. This field is not stored in the database. | ||||||||||||||||||||||||
| GL Date |
Check the how the system works currently and leave as highlighted. Database Field: ERPh_SOInvoiceHeader.GLDate | ||||||||||||||||||||||||
| GL Period | Identifies the fiscal period based on the GL Date on the shipment. This is required for the transaction to be saved in a status of 'Approved' or greater and can be edited from the 'GL Date' field on the 'Shipments' tab of the Sales Order Record View. | ||||||||||||||||||||||||
| GL Year | Identifies the fiscal year based on the GL Date on the shipment. This is required for the transaction to be saved in a status of 'Approved' or greater and can be edited from the 'GL Date' field on the 'Shipments' tab of the Sales Order Record View. | ||||||||||||||||||||||||
| Inside Salesperson Name |
Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPh_SOOrderHeader.InsideSalespersonSK | ||||||||||||||||||||||||
| Invoice |
Database Fields: ERPh_SOInvoiceHeader.InvoiceNumber, ERPh_LMLoadTransaction.InvoiceHeaderSK | ||||||||||||||||||||||||
| Invoice Item: Description | Identifies the Item ID and Sales Invoice Description. This is required and can be edited from the 'Item ID' and 'Sales Invoice Description' fields on the 'Properties' tab of the Item Record View. Database Field: ERPh_SOOrderItem.ItemSalesInvoiceDescription | ||||||||||||||||||||||||
| Invoiced | Identifies the date the shipment was invoiced, formatted from the users 'Date Format' preference. This is required for the transaction to be saved in a status of 'Shipped' and greater. It can be edited from the 'Invoiced' field on the 'Shipments' tab of the Sales Order Record View. Database Field: ERPh_SOInvoiceHeader.InvoiceDate | ||||||||||||||||||||||||
| Item Class |
Database Field: ERPx_IMItem.ItemClass.Description | ||||||||||||||||||||||||
| Item Type |
Database Field: ERPx_IMItemType.Description | ||||||||||||||||||||||||
| Item: Description |
Database Field: ERPx_IMItem.ItemDescription | ||||||||||||||||||||||||
| Last Updated By | Identifies the name of the user that last updated the item. It is formatted to be the "logged-in" users [User First Name] + [User Last Name]. This is a system assigned value and is never editable by a user. This field is required. Database Field: ERPh_SOOrderItem.LastUser | ||||||||||||||||||||||||
| Last Updated Date | Identifies the date the item was last updated, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user. This field is required. Database Field: ERPh_SOOrderItem.LastUpdated | ||||||||||||||||||||||||
| Last Updated Time | Identifies the time the item was last updated, formatted in 'HH:MM:SS'. This is a system assigned value and is never editable by a user. This field is required. Database Field: ERPh_SOOrderItem.LastUpdated | ||||||||||||||||||||||||
| Ord Amount | Identifies the ordered extended amount of the line item, formatted to the Item's 'Price Decimals' of 2 decimals??? (the mockup doesnt specify the number of decimals, but if the 'Price Decimals' is set to 5, we wouldn't want to lose precision). This is a calculated field and can be edited by changing the 'Ord. Units', 'Ord. Weight' or 'Price' fields of a line item on the Sales Order Record View. It is calculated as [Ordered Quantity] * [Price], where [Ordered Quantity] is the Ordered Units if the 'Default Price UOM' for the item is units based and Ordered Weight if the 'Default Price UOM' for the item is weight based. Database Field: ERPh_SOOrderItem.OrderedAmount | ||||||||||||||||||||||||
| Ord Units | Identifies the number of ordered units for the line item, formatted to the Item's 'Unit Decimals'. This is a calculated field and can be edited by changing the 'Ord. Units' field for a line item on the Sales Order Record View. Database Field: ERPh_SOOrderItem.OrderedUnits | ||||||||||||||||||||||||
| Ord Weight | Identifies the ordered weight for the line item, formatted to the Item's 'Weight Decimals'. This is a calculated field and can be edited by changing the 'Ord. Weight' field for a line item on the Sales Order Record View. Database Field: ERPh_SOOrderItem.OrderedWeight | ||||||||||||||||||||||||
| Outside Salesperson Name |
Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPh_SOOrderHeader.SalesPersonSK | ||||||||||||||||||||||||
| Price |
Database Field: ERPh_SOOrderItem.ItemPrice | ||||||||||||||||||||||||
| Price UOM |
Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.DefaultSOPriceUOMSK | ||||||||||||||||||||||||
| Production Inst | Displays the first 100 characters from the line item's 'Production Inst.' note type. This is not required and can be edited from the Notes Dialog Box for the associated line item. Database Field: ERPh_SOOrderItemNote.Note | ||||||||||||||||||||||||
| Purchase Order |
Database Field: ERPh_SOOrderHeader.PurchaseOrder | ||||||||||||||||||||||||
| Ship City/State | Displays the destination City & State the item's shipment. This not is required and can be edited from the 'City' and 'State' fields on the 'Properties' tab of the Customer Addresses Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View.
Database Fields: ARCustomerAddress.City, ERPx_ARCustomerAddress.State, ERPh_SOOrderHeader.ShipCity, ERPh_SOOrderHeader.ShipState | ||||||||||||||||||||||||
| Ship Country | Displays the Country the item's shipment will be shipped to. This is not required and can be edited from the 'Country' field on the 'Properties' tab of the Customer Addresses Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View.
Database Fields: ERPx_ARCustomerAddress.Country, ERPh_SOOrderHeader.ShipCountry | ||||||||||||||||||||||||
| Ship Phone | Displays the phone number at the address the item's shipment be shipped to. This is not required and can be edited from the 'Phone' field on the 'Properties' tab of the Customer Addresses Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View.
Database Fields: ERPx_ARCustomerAddress.Phone1, ERPh_SOOrderHeader.ShipPhone1 | ||||||||||||||||||||||||
| Shipment | Identifies the Shipment ID for the line item. Clicking on the link opens the Shipment Record View. This is required for the transaction to be saved in a status of 'Shipped' and greater. The shipment ID is auto generated based on a combination of Carrier, Site and Ship By Date and cannot be edited. Database Field: ERPh_LMLoadHeader.LoadID | ||||||||||||||||||||||||
| Shipped | Identifies the date the item's shipment left the site, formatted from the users 'Date Format' preference. This field is required for the transaction to be saved in a status of 'Shipped' or greater. It can be edited from the 'Shipped' field on the 'Shipments' tab of the Sales Order Record View. Database Fields: ERPh_LMLoadHeader.ActualShipDate, ERPh_SOOrderHeader.ActualShipDate | ||||||||||||||||||||||||
| Site | Identifies the Site ID (warehouse ID) where the item will ship from. This is required and can be edited from the 'Site ID' field on the 'Properties' tab of the Site Record View. It comes from the 'Site' field on the 'Shipments' tab of the Sales Order Record View.
Database Fields: ERPx_MFSite.SiteID, ERPh_LMLoadHeader.SiteSk | ||||||||||||||||||||||||
| Site Name | Identifies the name of the Site where the item will ship from. This is required and can be edited from the 'Site Name' field on the 'Properties' tab of the Site Record View. It comes from the 'Site' field on the 'Shipments' tab of the Sales Order Record View.
Database Fields: ERPx_MFSite.SiteName, ERPh_LMLoadHeader.SiteSk | ||||||||||||||||||||||||
| Sub for Item | Identifies the Item ID the line item was substituted for. It is not required. It can be edited by clicking the Substitution button on the Sales Order Record View and adding substitution items for the ordered item on the Sales Order Item Substitution Record View. Database Field: ERPh_SOOrderItem.OriginTransactionItemSK | ||||||||||||||||||||||||
| Sub Item | Identifies if the line item has a substitute item on the same transaction. This is not required and can be edited by clicking the Substitution button on the Sales Order Record View and adding substitution items for the ordered item on the Sales Order Item Substitution Record View. This field is not stored in the database. | ||||||||||||||||||||||||
| Trans Date |
Database Field: ERPh_SOOrderHeader.OrderDate | ||||||||||||||||||||||||
| Transaction | Identifies the unique Transaction ID associated with the line item. Clicking on the link opens the corresponding transaction record view. This is required, is a system assigned value and is not editable.
Database Field: ERPh_SOOrderHeader.OrderID | ||||||||||||||||||||||||
| Transaction Class |
Database Field: ERPx_SOOrderType.DocumentID | ||||||||||||||||||||||||
| Transaction Type |
Database Field: ERPx_ARTransactionType.TransactionName | ||||||||||||||||||||||||
| Unit to Weight Conversion | Identifies the conversion rate from the Units UOM to the Weight UOM for the line item. This is required and can be edited from the 'Multiply By' field on the 'Conversions' tab of the associated UOM schedule. Database Field: ERPx_IMUOMConversion.ConversionValue | ||||||||||||||||||||||||
| Units UOM |
Database Fields: ERPx_IMUOM.UOMName, ERPh_SOOrderItem.UnitUOMSK | ||||||||||||||||||||||||
Weight to Unit Conversion | Identifies the conversion rate from the Weight UOM to the Units UOM for the line item. This is required and can be edited from the 'Multiply By' field on the 'Conversions' tab of the associated UOM schedule. Database Field: ERPx_IMUOMConversion.ConversionValue | ||||||||||||||||||||||||
| Weight UOM |
Database Fields: ERPx_IMUOM.UOMName, ERPh_SOOrderItem.WeightUOMSK |
...