Page Comparison

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	Def - Sales Transactions
	Def - Sales Transactions
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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 Sales Order attributes are included in the default view, but because they 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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Toolbar Icons

Description

Allocate

Opens the Allocate Sales Transaction Item Record View to allocate by Inventory Lot, Warehouse Lot or Item.

Column Filter Show/Hide

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	Column Filter Show/Hide - Global
	Column Filter Show/Hide - Global
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Delete

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	Delete - LV 3.0
	Delete - LV 3.0
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Excel

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	Excel - LV 3.0
	Excel - LV 3.0
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Favorites

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

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	Group By Show/Hide - Global
	Group By Show/Hide - Global
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Help

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	Help - Global 3.0
	Help - Global 3.0
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Mass Update

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	Mass Update - Global 3.0
	Mass Update - Global 3.0
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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.

New

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	New - Multi-Select Trans Type - Global
	New - Multi-Select Trans Type - Global
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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.

Print

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	Print - LV 3.0
	Print - LV 3.0
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Quick Filter

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	Quick Filter
	Quick Filter
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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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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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	Def - Status - New
	Def - Status - New
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	Def - Status - Released
	Def - Status - Released
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	Def - Status - Shipped
	Def - Status - Shipped
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	Def - Status - Approved
	Def - Status - Approved
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	Def - Status - Ready to Post
	Def - Status - Ready to Post
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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 transaction. 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

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	Address ID
	Address ID
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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.

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	Def - Customer Address ID
	Def - Customer Address ID
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Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK

Address Name

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	Address ID
	Address ID
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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, 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

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	Amount - Original
	Amount - Original
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If the items on the transaction have been allocated (regardless of the transaction status), then this field displays the Allocated Amount. Else, if the items on the transaction have not been allocated, then this field displays the Ordered Amount. This is a calculated field and can be edited by changing the 'Ord. Units', Ord. Weight' or 'Price' fields on the Sales Order Record View or unit/weight allocations.

Database Fields: ERPx_SOOrderHeader.OrderedAmount, ERPx_SOOrderHeader.AllocatedAmount

Attention To

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	Attention To
	Attention To
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This is not required and 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, ERPx_SOOrderHeader.ShipAttentionTo

BOL

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	BOL
	BOL
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If more than one shipment exists, this field will list each BOL in a comma separated list. This is not required and can be edited from the 'BOL' field on the 'Shipments' tab of the Sales Order Record View.

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	Def - Bill of Lading
	Def - Bill of Lading
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Database Field: ERPx_SOOrderHeader.BOL

Carrier Name

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

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	Def - Carrier
	Def - Carrier
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Database Fields: ERPx_SOCarrier.CarrierName, ERPx_SOOrderHeader.CarrierSK

Checkbox

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	Checkbox
	Checkbox
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Created By

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	Created By
	Created By
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This field is required.

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

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

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	Def - Currency
	Def - Currency
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Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_SOOrderHeader.CurrencySK

Customer

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	Customer ID - Transaction
	Customer ID - Transaction
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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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	Def - Customer ID
	Def - Customer ID
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Database Fields: ERPx_ARCustomer.CustomerID, ERPx_SOOrderHeader.CustomerSK

Customer Name

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	Customer Name - Transaction
	Customer Name - Transaction
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This is required and can be edited from the 'Customer Name' 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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	Def - Customer Name
	Def - Customer Name
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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

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

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	Def - Salesperson
	Def - Salesperson
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	Def - Salesperson - Inside
	Def - Salesperson - Inside
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Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPx_SOOrderHeader.InsideSalespersonSK

Last Updated By

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	Last Updated By
	Last Updated By
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This field is required.

Database Field: ERPx_SOOrderHeader.LastUser

Last Updated Date

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	Last Updated - Date Only
	Last Updated - Date Only
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This field is required.

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

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	On Hold
	On Hold
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This is required and can be edited from either the 'Hold Code' field on the 'Home' tab of the Sales Order Record View or via Mass Update on the Sales Transactions List View.

A transaction may be placed on hold by assigning a Hold Code.

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	Def - Hold Code
	Def - Hold Code
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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

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

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	Def - Salesperson
	Def - Salesperson
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	Def - Salesperson - Outside
	Def - Salesperson - Outside
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Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPx_SOOrderHeader.SalesPersonSK

Purchase Order

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

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	Def - Purchase Order
	Def - Purchase Order
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Database Field: ERPx_SOOrderHeader.PurchaseOrder

Ship By

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	Ship By - Default
	Ship By - Default
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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 and 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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	Def - Address - City
	Def - Address - City
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	Def - Address - State
	Def - Address - State
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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.

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	Def - Address - Country
	Def - Address - Country
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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.

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	Def - Address - Phone 1
	Def - Address - Phone 1
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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. If the transaction contains multiple shipments, this field will display as "multiple".

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. If the transaction contains multiple shipments, this field will display the latest 'Shipped' date.

Database Fields: ERPx_LMLoadHeader.ActualShipDate, ERPx_SOOrderHeader.ActualShipDate

Site

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	Site ID
	Site ID
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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 'Default Site' field on the 'Home' tab of the Sales Order Record View.

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	Def - Site
	Def - Site
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Database Fields: ERPx_MFSite.SiteID, ERPx_SOOrderHeader.SiteSK

Site Name

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	Site
	Site
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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 'Default Site' field on the 'Home' tab of the Sales Order Record View.

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	Def - Site
	Def - Site
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Database Fields: ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK

Status

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	Status
	Status
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This is required and can be edited from the 'Status' on the 'Home' tab of the Sales Order Record View.

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	Def - Status
	Def - Status
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The Statuses that apply to transactions in this List View include:

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	Def - Status - New
	Def - Status - New
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	Def - Status - Released
	Def - Status - Released
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	Def - Status - Shipped
	Def - Status - Shipped
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	Def - Status - Approved
	Def - Status - Approved
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	Def - Status - Ready to Post
	Def - Status - Ready to Post
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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

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	Doc Date
	Doc Date
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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: ERPx_SOOrderHeader.OrderDate

Transaction

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	Transaction ID
	Transaction ID
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Clicking on the link opens the corresponding transaction record view. This is required, is a system assigned value and is not editable.

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	Def - Transaction ID
	Def - Transaction ID
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Database Field: ERPx_SOOrderHeader.OrderID

Transaction Class

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	Transaction Class
	Transaction Class
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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.

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	Def - Transaction Class - General
	Def - Transaction Class - General
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Database Field: ERPx_SOOrderType.DocumentID

Transaction Type

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

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	Def - Transaction Types
	Def - Transaction Types
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Database Field: ERPx_ARTransactionType.TransactionName

Workflow Name

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	Workflow Name
	Workflow Name
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This is not required. It an be edited from the 'Workflow' field on the 'Home' tab of the Sales Order Record View.

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	Def - Workflow
	Def - Workflow
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Database Fields: ERPx_MFWorkflow.WorkflowName, ERPx_SOOrderType.WorkflowSK

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Versions Compared

Old Version 27

New Version 28

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