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| Def - Sales Order Ship To |
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| Def - Sales Order Ship To |
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The purpose of this page is to select a customer address and enter/select default fields for a sales order and sales quote transactions. From this record view, users may choose to navigate to the Select Items Record View, allocate from inventory lots using the Find Lots Record View, or go directly to the Sales Order Record View.
This record view also contains columns for each Attribute that is set up for the 'Customer Addresses' attribute type. Because these are user defined, they are not included in the default view but can be added a saved grid layout.Customer Addresses attributes are not included in the help documentation.
Software Version: 20202021.xx.xx and newer
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| Toolbar Icons | Description |
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| Go To Catalog |  Opens the Select Items Record View for users to select from a pre-defined catalog of items to include in a sales order or sales quote transaction. |
| Go To Find Lots |  Opens the Find Lots Record View for users to search for, view and allocate existing inventory lots to a sales order or sales quote transaction. |
| Go To Order | | Insert excerpt |
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| Go to Order - RV Header 3.0 |
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| Go to Order - RV Header 3.0 |
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| Help | | Insert excerpt |
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| Help - Global 3.0 |
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| Help - Global 3.0 |
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| Fields | Description |
| Carrier | | Insert excerpt |
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| Carrier - Default |
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| Carrier - Default |
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This is a single-select standard lookup that is sometimes required. This field is required when the sales preference 'Do Sales Order Require a Carrier' is set to "Yes". If required and missing, the message "Sales Order Preferences require a Default Carrier" will be displayed on Save. It defaults as blank and is always editable.
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| Def - Carrier |
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| Def - Carrier |
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This lookup contains a list of all active Carriers. Database Field: ERPx_SOCarrier.CarrierName |
Deliver On | | Insert excerpt |
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| Deliver On Date - Default |
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| Deliver On Date - Default |
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This is a date picker that is sometimes required. It is required when the selected transaction class 'Require a Deliver On Date' property is set to "Yes". It defaults as blank and is always editable. If entered it must be on or after the Order Date, else the message "Deliver On Date must be on or after Order Date." will be displayed on Save.
Database Field: ERPx_SOOrderHeader.ScheduledDeliveryDate |
| Freight Terms | Identifies the freight terms to be defaulted for all shipments on the transaction. This is a single-select standard lookup that is sometimes required. It is required when the 'Require Freight Terms' preference for the associated transaction class is set to "Yes". It defaults from the 'Freight Terms' property on the 'Properties' tab of the Customer Addresses Record View. This field is always editable. If missing, the message "Freight Terms are required for orders in the Transaction Class of [Transaction Class]" will be displayed on Save.
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| Def - Freight Terms |
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| Def - Freight Terms |
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This lookup contains a list of all active Freight Terms. Database Fields: ERPx_SOFreightTerms.Description |
Order Date | | Insert excerpt |
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| Doc Date |
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| Doc Date |
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This is a date picked that is required. It defaults as the current date and is always editable. If missing, the message "Order Date is required." will be displayed on Save. The Order Date must be on or before the Ship By Date and the Deliver On Date, else the messages "Ship by Date must not be earlier than Order Date." and "Deliver On Date must be on or after Order Date." will be displayed on Save.
Database Field: ERPx_SOOrderHeader.OrderDate |
| Purch. Order | | Insert excerpt |
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| Purchase Order |
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| Purchase Order |
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This is a text box that is not required. It defaults as blank and is always editable. If entered, this field must be <=35 characters.
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| Def - Purchase Order |
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| Def - Purchase Order |
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Database Field: ERPx_SOOrderHeader.PurchaseOrder |
| Ship By | | Insert excerpt |
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| Ship By - Default |
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| Ship By - Default |
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This is a date picked that is sometimes required. It is required when the selected transaction class 'Require a Ship By Date' property is set to "Yes". It defaults as blank and is always editable. If entered it must be on or after the Order Date, else the message "Ship by Date must not be earlier than Order Date." will be displayed on Save.
Database Field: ERPx_SOOrderHeader.ScheduledShipDate |
| Ship From Site | This is a single-select standard lookup that is required. Need the error message here! It defaults as blank and is always editable.
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| Def - Site |
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| Def - Site |
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This lookup contains a list of all active Sites where the 'Visible to Sales' property is set to "Yes". Database Fields: ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK |
| Transaction | | Insert excerpt |
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| Transaction ID |
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| Transaction ID |
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This is a text box that is required . It defaults with "(Use Next Trans. #)" and is always editable. If missing, the system will auto assign a Transaction Number using the 'Document Prefix' and 'Next Document Number' properties. If the transaction number is manually entered, then it must be unique. Else the message "Transaction Number may not be duplicated." will be displayed on Save.| Insert excerpt |
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| Def - Transaction ID - Sales |
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| Def - Transaction ID - Sales |
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Database Field: ERPx_SOOrderHeader.OrderID |
| Transaction Class | | Insert excerpt |
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| Transaction Class |
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| Transaction Class |
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This is a single-select standard lookup that is required. If missing, the message "Transaction Class is required." will be displayed on Save. It defaults to the selected transaction when the New button was clicked from the Sales Transactions LV or the Sales Items LV. It is always editable.
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| Def - Transaction Class |
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| Def - Transaction Class |
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This lookup contains a list of all active Transaction Classeswhere the 'Transaction Type' property is set to "Order" or "Quote". Database Field: ERPx_SOOrderType.DocumentID |
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