ADD DEFINITION HERE. The purpose of this page is to
This list view also contains columns for each Attribute

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	Def - Sales Items
	Def - Sales Items
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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

...

Table of Contents

type	flat

Page Header

Search

Toolbar IconsDescriptionColumn Filter Show/Hide Insert excerptColumn Filter Show/Hide - GlobalColumn Filter Show/Hide - GlobalnopaneltrueExcel Insert excerptExcel - LV 3.0Excel - LV 3.0nopaneltrueFavorites Insert excerptFavorites Add/Remove - GlobalFavorites Add/Remove - GlobalnopaneltrueGroup By Show/Hide Insert excerptGroup By Show/Hide - GlobalGroup By Show/Hide - GlobalnopaneltrueHelp Insert excerptHelp - Global 3.0Help - Global 3.0nopaneltrueJournal DetailsQuick Filter Insert excerptQuick FilterQuick FilternopaneltruePrintRefreshSaved Column Layouts Insert excerptColumn Layouts for Framework 3.0 - GlobalColumn Layouts for Framework 3.0 - GlobalnopaneltrueFieldsDescription% Filled UnitsIdentifies 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 WeightIdentifies 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

Insert excerptAddress IDAddress IDnopaneltrue This is required and can be edited from the 'Address ID' 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.
Insert excerptDef - Customer Address IDDef - Customer Address IDnopaneltrue

Database Fields: ERPx_ARCustomerAddress.AddressID, ERPh_SOOrderHeader.AddressSK

Address Name Insert excerptAddress IDAddress IDnopaneltrue This is required and can be edited from the 'Address Name' 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.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 WeightIdentifies 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 Insert excerptItem Attribute ClassItem Attribute ClassnopaneltrueThis is not required and can be edited from the 'Item Attribute Class' field on the 'Properties' tab of the Item

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.

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	Inq - Transaction Date
	Inq - Transaction Date
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This is a date range control that allows users to select a single date or a range of dates, formatted from the users 'Date Format' preference. This is required to return results and defaults with a date range of the past 30 days.

Carrier

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	Inq - Carrier
	Inq - Carrier
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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.

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	Def - Carrier
	Def - Carrier
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The lookup contains a list of all

active Sites

Carriers.

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

Page Detail

Include Void

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	Inq - Include
	Inq - Include
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This is a Yes/No lookup that required to return results. It defaults as "No".

Item Class

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	Inq - Item Class
	Inq - Item Class
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This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt

	Def - Item Class
	Def - Item Class
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The lookup contains a list of all Item Classes.

Search

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	Search - Search Options
	Search - Search Options
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Customer
Invoice
Purchase Order
Transaction

Site

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	Inq - Site
	Inq - Site
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It displays as[Site ID]: [Site Name]. This is a multi-select standard lookup that is not required to return results. It defaults as blank.

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	Def - Site
	Def - Site
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The lookup contains a list of all active Sites.

Transaction Class

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	Inq - Transaction Class
	Inq - Transaction Class
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The values in this lookup are listed alphabetically. If there is more than one Transaction Class for the Transaction Type, then the value in the lookup will display as [Transaction Type] - [Transaction Class]. This is a multi-select standard lookup that is not required to return results. It defaults as blank.

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	Def - Transaction Class - General
	Def - Transaction Class - General
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The lookup contains a list of all Transaction Classes.

Saved Search Options

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	Search Options for Framework 3.0 - Global
	Search Options for Framework 3.0 - Global
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Page Detail

trueCustomer Addresses Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View.

Database Fields: ERPhERPx_SOOrderHeaderARCustomerAddress.BOLAddressName, ERPh_LMLoadTransactionItemSOOrderHeader.BOLAddressSK

This is not required and can be edited from the 'Carrier' field for a line item in the item's grid of Alloc Amounttrue

Database

Fields: ERPx_SOCarrier.CarrierName,

Field: ERPh_SOOrderItem.

CarrierSK This is required and comes from the 'Currency' field in the 'Home' tab of the Sales Order Record View. This field is not editable.

AllocatedAmount

Database Fields: ERPx_MFCurrency.CurrencyID, ERPh_SOOrderHeader.CurrencySK

Customer ID

Toolbar Icons

Description

Column Filter Show/Hide

Insert excerpt

	Column Filter Show/Hide - Global
	Column Filter Show/Hide - Global
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Excel

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	Excel - LV 3.0
	Excel - LV 3.0
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Favorites

Insert excerpt

	Favorites Add/Remove - Global
	Favorites Add/Remove - Global
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Group By Show/Hide

Insert excerpt

	Group By Show/Hide - Global
	Group By Show/Hide - Global
nopanel	true

Help

Insert excerpt

	Help - Global 3.0
	Help - Global 3.0
nopanel	true

Journal Details

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	Journal Details - LV 3.0
	Journal Details - LV 3.0
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Quick Filter

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	Quick Filter
	Quick Filter
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Print

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	Print - LV 3.0
	Print - LV 3.0
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Refresh

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	Refresh - Global 3.0
	Refresh - Global 3.0
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Saved Column Layouts

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	Column Layouts for Framework 3.0 - Global
	Column Layouts for Framework 3.0 - Global
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Fields

Description

% Filled Units

Identifies the percentage of allocated units versus ordered units for the line item. This can be edited by changing the unit allocation or 'Ord. Units' quantity for the line item. This field is not stored in the database.

% Filled Weight

Identifies the percentage of allocated weight versus ordered weight for the line item. This can be edited by changing the weight allocation or 'Ord. Weight' quantity for the line item. This field is not stored in the database.

Address

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	Address ID
	Address ID
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This is can be edited from the 'Address ID' 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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	Def -

Attribute Class

Customer Address ID
	Def -

Attribute Class

Customer Address ID
nopanel	true

Database Fields: ERPx ERPx_MFAttributeClassARCustomerAddress.ClassDescriptionAddressID, ERPxERPx_IMItem.AttributeClassSK

BOL

Identifies the Bill of Lading associated with the shipment of the line item. This is not required and SOOrderHeader.AddressSK

Address Name

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	Address ID
	Address ID
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This can be edited from the 'BOLAddress Name' field on the 'ShipmentsProperties' tab of the Sales Order Record View.

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Def - Bill of Lading

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Carrier Name

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Carrier - Item

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true

Identifies the allocated extended amount of the line item. This 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.

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Def - Carrier

nopanel

Checkbox

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Checkbox

nopanel

true

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

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Currency

nopanel

true

Alloc Units

Identifies the number of allocated units for the line item, formatted to the Item's 'Unit Decimals'. This can be edited by changing the unit allocation of the line item.

Database Field: ERPh_SOOrderItem.AllocatedUnits

Alloc Weight

IIdentifies the allocated weight for the line item, formatted to the Item's 'Weight Decimals'. This can be edited by changing the weight allocation of the line item.

Database Field: ERPh_SOOrderItem.AllocatedWeight

Attention To

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	Attention To
	Attention To
nopanel	true

This can be edited by clicking the 'Ship To' address hyperlink on the 'Home' tab of the Sales Order Record View.

Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPh_SOOrderHeader.ShipAttentionTo

Attribute Class

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	Item Attribute Class
	Item Attribute Class
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This can be edited from the 'Item Attribute Class' field on the 'Properties' tab of the Item Record View.

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	Def -

Currency

Attribute Class
	Def -

Currency

nopanel

true

Customer

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Customer ID

Attribute Class
nopanel	true

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

Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPx_IMItem.AttributeClassSK

BOL

Identifies the Bill of Lading associated with the shipment of the line item. This can be edited from the 'BOL' field on the 'HomeShipments' tab of the Sales Order Record View.

Insert excerpt

	Def -

Customer ID

Bill of Lading
	Def -

Customer ID

Bill of Lading
nopanel	true

Database Fields: ERPxERPh_ARCustomerSOOrderHeader.CustomerIDBOL, ERPhERPh_SOOrderHeaderLMLoadTransactionItem.CustomerSKBOL

Customer Carrier Name

Customer Name

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Customer Name

Carrier - Item
	Carrier - Item
nopanel	true

This is required and can be edited from the 'Customer NameCarrier' field on for a line item in the item'Properties' tab s grid of the Customer Sales Order Record View . It comes from or the 'Ship ToCarrier' field on the 'Home' tab of the Sales Order Record View.Leg 1 on the Shipment Details Record View.

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	Def - Carrier
	Def - Carrier
nopanel	true

Database Fields: ERPx_SOCarrier.CarrierName, ERPh_SOOrderItem.CarrierSK

CheckboxDef - Customer Name

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Def - Customer Name

Checkbox
	Checkbox
nopanel	true

Created By

Database Fields: ERPx_ARCustomer.CustomerName, ERPh_SOOrderHeader.CustomerSK

Days OutIdentifies 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

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.

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.

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.

Database Field: ERPh_SOOrderItem.CreatedDate

Currency

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	Currency
	Currency
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This comes from the 'Currency' field in the 'Home' tab of the Sales Order Record View. This field is

not stored in the database

not editable.

GL DateGL Date

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GL Date

Def - Currency
	Def - Currency
nopanel	true

This field is required for the transaction to be saved in a status of 'Approved' and greater and

Database Fields: ERPx_MFCurrency.CurrencyID, ERPh_SOOrderHeader.CurrencySK

Customer

Identifies the Customer ID associated with the transaction. This can be edited from the '

GL Date

Customer ID' field on the '

Shipments

Properties' tab of the

Sales Order

Customer Record View.

If the GL Date is missing, this

It comes from the '

Shipped

Ship To' field on the '

Shipments

Home' tab of the Sales Order Record View

. Else if the 'Shipped' field is blank, this comes from the 'Ship By

.

Insert excerpt

	Def - Customer ID
	Def - Customer ID
nopanel	true

Database Fields: ERPx_ARCustomer.CustomerID, ERPh_SOOrderHeader.CustomerSK

Customer Name

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	Customer Name - Transaction
	Customer Name - Transaction
nopanel	true

This can be edited from the 'Customer Name' field on the '

Shipments

Properties' tab of the

Sales Order

Customer Record View.

If all else fails, this

It comes from the '

Order Date

Ship To' field on the 'Home' tab of the Sales Order Record View

. If the 'Single Date Management' property on the associated transaction class is set to "Yes", then this field will default from the 'Order Date

.

Insert excerpt

	Def - Customer Name
	Def - Customer Name
nopanel	true

Database Fields: ERPx_ARCustomer.CustomerName, ERPh_SOOrderHeader.CustomerSK

Days OutIdentifies the number of days before the order is shipped and can be either positive or negative. This can be edited from the 'Default Ship By' field on the 'Home' tab of the Sales Order Record View. Check the how the system works currently and leave as highlightedThis field is not stored in the database.GL Date

Insert excerpt

	GL Date
	GL Date
nopanel	true

This can be edited from the 'GL Date' field on the 'Shipments' tab of the Sales Order Record View.

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 Date on the shipment. This can be edited from the 'GL Date' field on the 'Shipments' tab of the Sales Order Record View. This field is not stored in the database.

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. This field is not stored in the database.

Inside Salesperson Name

Insert excerpt

	Salesperson - Inside
	Salesperson - Inside
nopanel	true

This is not required and can be edited from the 'Salesperson - Inside Sales' field on the 'Properties' tab of the Sales Order Record View.

Insert excerpt

	Def - Salesperson
	Def - Salesperson
nopanel	true

Insert excerpt

	Def - Salesperson - Inside
	Def - Salesperson - Inside
nopanel	true

Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPh_SOOrderHeader.InsideSalespersonSK

Invoice

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	Invoice Number
	Invoice Number
nopanel	true

This is required for the transaction to be saved in a status of 'Shipped' and greater. It can be edited from the 'Invoice #' field for the associated shipment on the 'Shipments' tab of the Sales Order Record View.

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

InvoicedIdentifies the date the shipment containing the shipment item 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

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	Item Class
	Item Class
nopanel	true

This is required and can be edited from the 'Item Class' field on the 'Properties' tab of the Item Record View.

Insert excerpt

	Def - Item Class
	Def - Item Class
nopanel	true

Database Field: ERPx_IMItem.ItemClass.Description

Item Type

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	Item Type
	Item Type
nopanel	true

This is required. This field is not editable once the item has been created.

Database Field: ERPx_IMItemType.Description

Item: Description

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	Item ID & Item Description
	Item ID & Item Description
nopanel	true

This is required and can be edited from the 'Item ID' and 'Item Description' fields on the 'Properties' tab of the Item Record View.

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.LastUpdatedLastUser

Last Updated TimeDate

Identifies the time date the item was last updated, formatted in 'HH:MM:SS'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

Ord AmountLast Updated Time

Identifies the

ordered extended amount of

time the

line

item was last updated, 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)

in 'HH:MM:SS'. 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

system assigned value and is never editable by a user.

Database Field: ERPh_SOOrderItem.LastUpdated

Ord Amount

Identifies the ordered extended amount of the line item. This can be edited by changing the 'Ord. Units', 'Ord. Weight' or 'Price' fields of a line item on the Sales Order Record View.

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 column of the Sales Items List View or the 'Ord. Units' field in the Items grid of 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 column on the Sales Items List View or the 'Ord. Weight' field in the Items grid of the Sales Order Record View.

Database Field: ERPh_SOOrderItem.OrderedWeight

Outside Salesperson Name

Insert excerpt

	Salesperson - Outside
	Salesperson - Outside
nopanel	true

This is not required and can be edited from the 'Salesperson - Outside Sales' field on the 'Properties' tab of the Sales Order Record View.

Insert excerpt

	Def - Salesperson
	Def - Salesperson
nopanel	true

Insert excerpt

	Def - Salesperson - Outside
	Def - Salesperson - Outside
nopanel	true

Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPh_SOOrderHeader.SalesPersonSK

Price

Insert excerpt

	Price
	Price
nopanel	true

It is formatted to the Item's 'Price Decimals' and is required. It can be edited from the 'Price' column of the Sales Items List View while the transaction is in a status of New or Released. Else if the transaction is in a status of Shipped or greater, this field is disabled and is not editableor the 'Price' field in the Items grid on the Sales Order Record View.

Database Field: ERPh_SOOrderItem.ItemPrice

Price UOM

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	UOM - Price
	UOM - Price
nopanel	true

It is required and can be edited from the 'Price UOM' filed field in the Items grid of the Sales Order Record View.

Insert excerpt

	Def - UOM
	Def - UOM
nopanel	true

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 is can be edited from the Notes Dialog Box for the associated line item.

Database Field: ERPh_SOOrderItemNote.Note

Purchase Order

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	Purchase Order
	Purchase Order
nopanel	true

This is not required and can be edited from the 'Purchase Order' field on the 'Home' tab of the Sales Order Record View.

Insert excerpt

	Def - Purchase Order
	Def - Purchase Order
nopanel	true

Database Field: ERPh_SOOrderHeader.PurchaseOrder

Ship City/State

Displays the destination City & and State the shipment containing 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.

Insert excerpt

	Def - Address - City
	Def - Address - City
nopanel	true

Insert excerpt

	Def - Address - State
	Def - Address - State
nopanel	true

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.

Insert excerpt

	Def - Address - Country
	Def - Address - Country
nopanel	true

Database Fields: ERPx_ARCustomerAddress.Country, ERPh_SOOrderHeader.ShipCountry

Ship Phone

Displays the phone number at the address the where item's shipment 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.

Insert excerpt

	Def - Address - Phone 1
	Def - Address - Phone 1
nopanel	true

Database Fields: ERPx_ARCustomerAddress.Phone1, ERPh_SOOrderHeader.ShipPhone1

Shipment

Identifies the Shipment ID for of the shipment containing 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 editedis not editable.

Database Field: ERPh_LMLoadHeader.LoadID

ShippedIdentifies 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 'Date Format' preference. This 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.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

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.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

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

Insert excerpt

	Doc Date
	Doc Date
nopanel	true

It is formatted from the users 'Date Format' preference. This is required and can be edited from the 'Order Date' field on the 'Home' tab of the Sales Order Record View.

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.

Insert excerpt

	Def - Transaction ID
	Def - Transaction ID
nopanel	true

Database Field: ERPh_SOOrderHeader.OrderID

Transaction Class

Insert excerpt

	Transaction Class
	Transaction Class
nopanel	true

This is required and comes from the 'Transaction Class' value selected by the user on the Select Ship-To page when the sales order or sales quote was created. It is not editable.

Insert excerpt

	Def - Transaction Class - General
	Def - Transaction Class - General
nopanel	true

Database Field: ERPx_SOOrderType.DocumentID

Transaction Type

Insert excerpt

	Transaction Type
	Transaction Type
nopanel	true

This is required. It is a system assigned value and is not editable. The transaction types are: Quote, Order, Return and Price Adjustment.

Insert excerpt

	Def - Transaction Types
	Def - Transaction Types
nopanel	true

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

Insert excerpt

	UOM - Units
	UOM - Units
nopanel	true

This is required if the item is managed by Units and Weight or by Units Only. It can be edited from the 'Units UOM' field in the Items grid on the Sales Order Record View.

Insert excerpt

	Def - UOM
	Def - UOM
nopanel	true

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

Insert excerpt

	UOM - Weight
	UOM - Weight
nopanel	true

This is required if the item is managed by Units and Weight or by Weight Only. It can be edited from the 'Weight UOM' field in the Items grid on the Sales Order Record View.

Insert excerpt

	Def - UOM
	Def - UOM
nopanel	true

Database Fields: ERPx_IMUOM.UOMName, ERPh_SOOrderItem.WeightUOMSK

Version	Old Version 3	New Version 4
Changes made by	Emma Greenwood	Janice Dannenberg (Unlicensed)
Saved on	Dec 23, 2020	Jan 05, 2021

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