DEFINTION. The purpose of this page is to 
This record view also contains columns for each Attribute that is set up for the '......' attribute types. Because these are user defined, they are not included in the default view but can be added a saved column layout......... attributes are not included in the help documentation.
Software Version: 2020.xx.xx and newer
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- Hold Code: A single-select lookup that defaults to "(No Change)", but also contains a list of all Hold Codes.
- Sales Order Attributes: A list of Sales Order attributes configured in the Attributes Master File.
- Reprice Sales Orders and Quotes: A Yes/No lookup that defaults to "No". Selecting "Yes" will reprice any line items from the Price List specified on the transaction. Note: If the 'Price' field has previously been overridden by a user, the line item will not be repriced.
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- Order: Opens the Sales Order: Select Ship-To page for users to enter information prior to creating a sales order.
- Quote: Opens the Sales Order Quote: Select Ship-To page for users to enter information prior to creating a sales quote.
- Return: Opens the Sales Return: Find an Invoice page for users to find a posted invoice and create a Return transaction.
- Price Adjustment: Opens the Price Adjustment: Find an Invoice page for users to find a posted invoice and create a Price Adjustment transaction.
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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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# of Shipments
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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.
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Address
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Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK
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Database Fields: ERPx_ARCustomerAddress.AddressName, ERPx_SOOrderHeader.AddressSK
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Database Field: ERPx_SOOrderHeader.AllocatedAmount
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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
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Database Field: ERPx_SOOrderHeader.AllocatedWeight
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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
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Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPx_SOOrderHeader.ShipAttentionTo
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Database Field: ERPx_SOOrderHeader.BOL
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Database Fields: ERPx_SOCarrier.CarrierName, ERPx_SOOrderHeader.CarrierSK
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Database Field: ERPx_SOOrderHeader.CreatedBy
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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
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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
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Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_SOOrderHeader.CurrencySK
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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.
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Database Fields: ERPx_ARCustomer.CustomerID, ERPx_SOOrderHeader.CustomerSK
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Database Fields: ERPx_ARCustomer.CustomerName, ERPx_SOOrderHeader.CustomerSK
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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
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Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPx_SOOrderHeader.InsideSalespersonSK
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Database Field: ERPx_SOOrderHeader.LastUser
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Database Field: ERPx_SOOrderHeader.LastUpdated
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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
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Database Field: ERPx_MFHoldCode.HoldCode
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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
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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
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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
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Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPx_SOOrderHeader.SalesPersonSK
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Database Field: ERPx_SOOrderHeader.PurchaseOrder
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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
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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.
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Database Fields: ERPx_ARCustomerAddress.City, ERPx_ARCustomerAddress.State, ERPx_SOOrderHeader.ShipCity, ERPx_SOOrderHeader.ShipState
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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.
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Database Fields: ERPx_ARCustomerAddress.Country, ERPx_SOOrderHeader.ShipCountry
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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.
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Database Fields: ERPx_ARCustomerAddress.Phone1, ERPx_SOOrderHeader.ShipPhone1
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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
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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
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Database Fields: ERPx_LMLoadHeader.ActualShipDate, ERPx_SOOrderHeader.ActualShipDate
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Database Fields: ERPx_MFSite.SiteID, ERPx_SOOrderHeader.SiteSK
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Database Fields: ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK
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Database Fields: ERPx_SOOrderStatus.OrderStatusName, ERPx_SOOrderHeader.OrderStatusSK
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Database Field: ERPx_SOOrderHeader.OrderDate
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Database Field: ERPx_SOOrderHeader.OrderID
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Database Field: ERPx_SOOrderType.DocumentID
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Database Field: ERPx_ARTransactionType.TransactionName
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Database Fields: ERPx_MFWorkflow.WorkflowName, ERPx_SOOrderType.WorkflowSK
Related Topics
User Guide: Transaction ClassDEFINTION. The purpose of this page is to
This record view also contains columns for each Attribute that is set up for the 'ADD ALL TYPES HERE (Prod batch and items)' attribute types ALSO ADD CERTIFICATIONS. Because these are user defined, they are not included in the default view but can be added a saved column layout. ADD TYPES HERE attributes are not included in the help documentation.
Software Version: 2020.xx.xx and newer
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Filters Tab - Search
Search Options | Description |
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| Batch Date | |
| Include | |
| Item | |
| Item Class | |
| Lot Owner | |
| 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. |
| 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 FAQfor 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 activeSites. |
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Order Summary Tab
Fields | Description |
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| Alloc. Units | |
| Alloc. Weight | |
| Is Sub Item | |
| Item | |
| Ord. Units | |
| Ord. Weight | |
Ship By | |
| 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. |
Units UOM | |
| Weight UOM | |
| 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. |
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| 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 | ||||||||||||||||||||||||
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| Owner | Database Fields: | ||||||||||||||||||||||||
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Database Fields: ERPx_MFSite.SiteID, ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK | ||||||||||||||||||||||||
| 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 | ||||||||||||||||||||||||
| Units UOM | Database Fields: | ||||||||||||||||||||||||
| 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 | ||||||||||||||||||||||||
| Weight UOM | Database Fields: | ||||||||||||||||||||||||
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Database Fields: |
Related Topics
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