ADD DEFINITION HERE. The purpose of this page is to view, add, edit, remove, and post Sales Quotes, Orders, Price Adjustment and Return Transactions. Additionally, users can Mass Update to apply / remove hold codes, reprice orders and quotes, update sales order attribute values and update the Status/Workflow of multiple transactions at once, as well as allocate order items.
This list view also contains columns for each Attribute that is set up for the 'Sales Order' attribute type. Because these are user defined, they are not included in the default view but can be added a saved column layout.Sales Order attributes are not included in the help documentation.
Software Version: 2020.xx.xx and newer
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| Allocate | Opens the Allocate Sales Transaction Item Record View to allocate by Inventory Lot, Warehouse Lot or Item. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Mass Update |
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| Status | Opens a dialog box that allows users to mass update transactions to a specific Status. Assigns the selected Status to selected/filtered transactions when Apply is clicked. Options include:
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| Workflow | Opens a dialog box that allows users to mass update transactions to a specific Workflow Step. Assigns the selected Workflow Step to selected/filtered transactions when Apply is clicked. Workflow Steps may be configured on the Sales: Configuration Workflow page. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Fields | Description | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
# of Shipments | Identifies the number of shipments associated with the order. This is required for the transaction to be saved in a status of 'Shipped' or greater. The number of shipments is auto generated based on a combination of Carrier, Site and Ship By Date. This field cannot be edited and is not stored in the database. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| % Filled Units | Identifies the percentage of total allocated units versus total ordered units. This is a calculated field and can be edited by changing the unit allocation or 'Ord. Units' quantity for one or more line items. It is calculated as [Total Allocated Unit Quantity] / [Total Ordered Unit Quantity] * 100. This field is not stored in the database. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| % Filled Weight | Identifies the percentage of total allocated weight versus total ordered weight. This is a calculated field and can be edited by changing the weight allocation or 'Ord. Weight' quantity for one or more line items. It is calculated as [Total Allocated Weight] / [Total Ordered Weight] * 100. This field is not stored in the database. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Address |
Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Address Name |
Database Fields: ERPx_ARCustomerAddress.AddressName, ERPx_SOOrderHeader.AddressSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Alloc Amount | Identifies the total allocated extended amount of all allocated line items, formatted to 2 decimal places. 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: ERPx_SOOrderHeader.AllocatedAmount | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Alloc Units | Identifies the total number of allocated units for all line items, formatted to 2 decimal places. This is a calculated field and can be edited by changing the unit allocation of one or more line items. Database Field: ERPx_SOOrderHeader.AllocatedUnits | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Alloc Weight | Identifies the total allocated weight for all line items, formatted to 2 decimal places. This is a calculated field and can be edited by changing the weight allocation of one or more line items. Database Field: ERPx_SOOrderHeader.AllocatedWeight | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Amount |
The above text came from the mock up. However, the way it is currently working is that if the order has been allocated (regardless of the status), then we display the Allocated Amount. Else, if an other has not been allocated, then display the Ordered Amount (regardless of status). Database Fields: ERPx_SOOrderHeader.OrderedAmount, ERPx_SOOrderHeader.AllocatedAmount | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Attention To |
Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPx_SOOrderHeader.ShipAttentionTo | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| BOL |
Database Field: ERPx_SOOrderHeader.BOL | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Carrier Name |
Database Fields: ERPx_SOCarrier.CarrierName, ERPx_SOOrderHeader.CarrierSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Checkbox |
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| Created By |
Database Field: ERPx_SOOrderHeader.CreatedBy | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Created Date | Identifies the Created Date of the transaction, 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: ERPx_SOOrderHeader.CreatedDate | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Created Time | Identifies the Created Time of the transaction, formatted in 'HH:MM:SS'. This is a system assigned value and is never editable by a user. This field is required. Database Field: ERPx_SOOrderHeader.CreatedDate | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Currency |
Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_SOOrderHeader.CurrencySK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Customer | Identifies the Customer ID associated with the transaction. This is required and can be edited from the 'Customer ID' field on the 'Properties' tab of the Customer Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View.
Database Fields: ERPx_ARCustomer.CustomerID, ERPx_SOOrderHeader.CustomerSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Customer Name |
Database Fields: ERPx_ARCustomer.CustomerName, ERPx_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. It 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. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Deliver On | Displays the default date the order will be delivered, formatted from the users 'Date Format' preference. This is required and can be edited from the 'Default Deliver On' field on the 'Home' tab of the Sales Order Record View. Database Field: ERPx_SOOrderHeader.ScheduledDeliveryDate | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Inside Salesperson Name |
Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPx_SOOrderHeader.InsideSalespersonSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Last Updated By |
Database Field: ERPx_SOOrderHeader.LastUser | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Last Updated Date |
Database Field: ERPx_SOOrderHeader.LastUpdated | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Last Updated Time | Identifies the Time the transaction 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: ERPx_SOOrderHeader.LastUpdated | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| On Hold |
A transaction may be placed on hold by assigning a Hold Code. Database Field: ERPx_MFHoldCode.HoldCode | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Ord Amount | Identifies the total ordered extended amount of all line items ordered, formatted to 2 decimal places. 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: ERPx_SOOrderHeader.OrderedAmount | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Ord Units | Identifies the total number of ordered units for all line items, formatted to 2 decimal places. 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: ERPx_SOOrderHeader.OrderedUnits | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Ord Weight | Identifies the total ordered weight for all line items, formatted to 2 decimal places. 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: ERPx_SOOrderHeader.OrderedWeight | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Outside Salesperson Name |
Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPx_SOOrderHeader.SalesPersonSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Purchase Order |
Database Field: ERPx_SOOrderHeader.PurchaseOrder | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Ship By | Displays the default date the order will be shipped, formatted from the users 'Date Format' preference. This is required and can be edited from the 'Default Ship By' field on the 'Home' tab of the Sales Order Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View. Database Field: ERPx_SOOrderHeader.ScheduledShipDate | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Ship City/State | Displays the destination City & State where the order will be shipped to. 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: ERPx_ARCustomerAddress.City, ERPx_ARCustomerAddress.State, ERPx_SOOrderHeader.ShipCity, ERPx_SOOrderHeader.ShipState | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Ship Country | Displays the Country the order 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, ERPx_SOOrderHeader.ShipCountry | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Ship Phone | Displays the phone number at the address where the order will 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, ERPx_SOOrderHeader.ShipPhone1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Shipment | Identifies the shipment ID(s) associated with the transaction. If more than one shipment exists, this field will list each shipment in a comma separated list. 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: ERPx_LMLoadHeader.LoadID | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Shipment Status | Identifies the status of the shipments associated with the transaction. This is required only if a shipment exists. It can be edited from the 'Load Status' field on the 'Shipments' tab of the Sales Order Record View. What if there are multiple shipments and they are in different statuses? Database Field: ERPx_LMLoadHeader.LoadStatusSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Shipped | Identifies the date the 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. What if there are multiple shipments and they shipped on different dates? Database Fields: ERPx_LMLoadHeader.ActualShipDate, ERPx_SOOrderHeader.ActualShipDate | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Site |
Database Fields: ERPx_MFSite.SiteID, ERPx_SOOrderHeader.SiteSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Site Name |
Database Fields: ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Status |
Database Fields: ERPx_SOOrderStatus.OrderStatusName, ERPx_SOOrderHeader.OrderStatusSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Sub Item | Identifies if one or more of the items on the transaction is a substitute item. 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: ERPx_SOOrderHeader.OrderDate | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Transaction |
Database Field: ERPx_SOOrderHeader.OrderID | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Transaction Class |
Database Field: ERPx_SOOrderType.DocumentID | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Transaction Type |
Database Field: ERPx_ARTransactionType.TransactionName | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Workflow Name |
Database Fields: ERPx_MFWorkflow.WorkflowName, ERPx_SOOrderType.WorkflowSK |
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