Insert excerpt Def - Sales Items Def - Sales Items nopanel true
This inquiry 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 grid column layout. Item, Sales Order and Sales Order Item attributes are not included in the help documentation.
Software Version: 2021.xx.xx and newer
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Search Options | Description | ||||||||||||||||
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| Date Range |
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| Carrier |
The lookup contains a list of all Carriers. | ||||||||||||||||
| Include Void |
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| Item Class |
The lookup contains a list of all Item Classes. | ||||||||||||||||
| Saved Search Options |
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| Search |
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| Site |
The lookup contains a list of all active Sites. | ||||||||||||||||
| Transaction Class |
The lookup contains a list of all Transaction Classes. |
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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 |
Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK | ||||||||||||||||||||||||
| Address Name |
Database Fields: ERPx_ARCustomerAddress.AddressName, ERPh_SOOrderHeader.AddressSK | ||||||||||||||||||||||||
| Alloc Amount | 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. 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 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 |
Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPh_SOOrderHeader.ShipAttentionTo | ||||||||||||||||||||||||
| Attribute Class |
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 'Shipments' tab of the Sales Order Record View.
Database Fields: ERPh_SOOrderHeader.BOL, ERPh_LMLoadTransactionItem.BOL | ||||||||||||||||||||||||
| Carrier Name |
Database Fields: ERPx_SOCarrier.CarrierName, ERPh_SOOrderItem.CarrierSK | ||||||||||||||||||||||||
| Checkbox |
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| 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. 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 |
Database Fields: ERPx_MFCurrency.CurrencyID, ERPh_SOOrderHeader.CurrencySK | ||||||||||||||||||||||||
| Customer |
Database Fields: ERPx_ARCustomer.CustomerID, ERPh_SOOrderHeader.CustomerSK | ||||||||||||||||||||||||
| Customer Name |
Database Fields: ERPx_ARCustomer.CustomerName, ERPh_SOOrderHeader.CustomerSK | ||||||||||||||||||||||||
| Days Out | Identifies 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. This field is not stored in the database. | ||||||||||||||||||||||||
| GL Date |
Database Field: ERPh_SOInvoiceHeader.GLDate | ||||||||||||||||||||||||
| GL Period | Identifies the fiscal period based on the GL 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 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 |
Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPh_SOOrderHeader.InsideSalespersonSK | ||||||||||||||||||||||||
| Invoice |
Database Fields: ERPh_SOInvoiceHeader.InvoiceNumber, ERPh_LMLoadTransaction.InvoiceHeaderSK | ||||||||||||||||||||||||
| Invoice Item: Description | Identifies the Item ID and Sales Invoice Description.This 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 | ||||||||||||||||||||||||
| Invoiced | Identifies the date the shipment containing the item was invoiced, formatted from the users 'Date Format' preference. This can be edited from the 'Invoiced' field on the 'Shipments' tab of the Sales Order Record View. Database Field: ERPh_SOInvoiceHeader.InvoiceDate | ||||||||||||||||||||||||
| Item Class |
Database Field: ERPx_IMItem.ItemClass.Description | ||||||||||||||||||||||||
| Item Type |
Database Field: ERPx_IMItemType.Description | ||||||||||||||||||||||||
| Item: Description |
Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPh_SOOrderItem.OrderItemSK | ||||||||||||||||||||||||
| 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. 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. Database Field: ERPh_SOOrderItem.LastUpdated | ||||||||||||||||||||||||
| Last Updated Time | Identifies the time the item was last updated, formatted in 'HH:MM:SS'. This is a 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 can be edited by changing the 'Ord. Units' 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 can be edited by changing the 'Ord. Weight' 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 |
Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPh_SOOrderHeader.SalesPersonSK | ||||||||||||||||||||||||
| Price |
Database Field: ERPh_SOOrderItem.ItemPrice | ||||||||||||||||||||||||
| Price UOM |
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 can be edited from the Notes Dialog Box for the associated line item. Database Field: ERPh_SOOrderItemNote.Note | ||||||||||||||||||||||||
| Purchase Order |
Database Field: ERPh_SOOrderHeader.PurchaseOrder | ||||||||||||||||||||||||
| Ship City/State | Displays the destination City and State the shipment containing the item. This 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: 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 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, ERPh_SOOrderHeader.ShipCountry | ||||||||||||||||||||||||
| Ship Phone | Displays the phone number at the address where item's shipment will be shipped to. This 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, ERPh_SOOrderHeader.ShipPhone1 | ||||||||||||||||||||||||
| Shipment | Identifies the Shipment ID of the shipment containing the line item. Clicking on the link opens the Shipment Record View. The shipment ID is auto generated based on a combination of Carrier, Site and Ship By Date and is not editable. Database Field: ERPh_LMLoadHeader.LoadID | ||||||||||||||||||||||||
| Shipped | Identifies the date the item's shipment left the site, formatted from the users '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 where the item will ship from. This 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.
Database Fields: ERPx_MFSite.SiteID, ERPh_LMLoadHeader.SiteSk | ||||||||||||||||||||||||
| Site Name | Identifies the name of the Site where the item will ship from. This 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.
Database Fields: ERPx_MFSite.SiteName, ERPh_LMLoadHeader.SiteSk | ||||||||||||||||||||||||
| Sub for Item | Identifies the Item ID the line item was substituted for. 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 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: 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 a system assigned value and is not editable.
Database Field: ERPh_SOOrderHeader.OrderID | ||||||||||||||||||||||||
| Transaction Class |
Database Field: ERPx_SOOrderType.DocumentID | ||||||||||||||||||||||||
| Transaction Type |
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 can be edited from the 'Multiply By' field on the 'Conversions' tab of the associated UOM schedule. Database Field: ERPx_IMUOMConversion.ConversionValue | ||||||||||||||||||||||||
| Units UOM |
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 can be edited from the 'Multiply By' field on the 'Conversions' tab of the associated UOM schedule. Database Field: ERPx_IMUOMConversion.ConversionValue | ||||||||||||||||||||||||
| Weight UOM |
Database Fields: ERPx_IMUOM.UOMName, ERPh_SOOrderItem.WeightUOMSK |
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