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This list view also contains columns for each Attribute that is set up for the 'Sales Order' attribute type. Because these 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: 2021.02.19 and newer
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Allocate | Opens the Allocate Sales Transaction Item Record View to allocate by Inventory Lot, Warehouse Lot or Item. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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When clicked, all the Reports assigned to the Functional Area of Sales, that launch from the Print Dialog, and that the user has rights to are displayed. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Column Layouts for Framework
| Column Layouts for Framework
| - Global
| Status | ||||||||||||||||||||||||||||||||||||||||||||||||||||
Saved Column Layouts |
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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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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 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Checkbox |
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# 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 |
Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Address Name |
Database Fields: ERPx_ARCustomerAddress.AddressName, ERPx_SOOrderHeader.AddressSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Alloc. Amount | Identifies | the total the sum of all the Line Items allocated extended amount | of all allocated line items, formatted to 2 decimal places. This is a calculated field and can only 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 ' when the ' | Default Price UOM' | for the item is units based and Allocated Weight if the 'Default is a Unit UOM and it is the Allocated 'Weight' when the 'Price UOM' | for the item is weight basedis a Weight UOM. Database Field: ERPx_SOOrderHeader.AllocatedAmount | ||||||||||||||||||||||||||||||||||||||||||||||||||
Alloc. Units | Identifies the | total number of allocated units for all line itemssum of all the Line Items allocated 'Units', formatted to 2 decimal places. This is a calculated field and can only be edited by changing the | unit allocation of quantity of allocated 'Units' on one or more line items on the Sales Order Record View. Database Field: ERPx_SOOrderHeader.AllocatedUnits | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
Alloc. Weight | Identifies the | total allocated weight for all line itemssum of all the Line Items allocated 'Weight', formatted to 2 decimal places. This is a calculated field and can only be edited by changing the | weight allocation of quantity of allocated 'Weight' on one or more line items on the Sales Order Record View. Database Field: ERPx_SOOrderHeader.AllocatedWeight | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
Amount |
Database Fields: ERPx_SOOrderHeader.OrderedAmount, ERPx_SOOrderHeader.AllocatedAmount | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Attention To |
Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPx_SOOrderHeader.ShipAttentionTo | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
BOL |
Database Field: ERPx_SOOrderHeader.BOL | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Carrier Name |
Database Fields: ERPx_SOCarrier.CarrierName, ERPx_SOOrderHeader.CarrierSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Created |
| Checkbox
| Checkbox
Database Field: ERPx_SOOrderHeader.CreatedDate | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
Created By |
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 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Insert excerpt | Currency | Currency||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Currency |
Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_SOOrderHeader.CurrencySK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Customer |
| comes can be edited from the ' | CurrencyCustomer ID' field | in on the ' | HomeProperties' tab of the | Sales Order Customer Record View. | This field is not editableIt comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View.
| Currency
| Currency
Database Fields: ERPx_ | MFCurrencyARCustomer. | CurrencyIDCustomerID, ERPx_SOOrderHeader. | CurrencySKCustomerSK | |||||||||||||||||||||||||||||||||||||||||||||
Customer Name |
| ID
| ID
| IDName' 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.
| ID
| ID
Database Fields: ERPx_ARCustomer. | CustomerIDCustomerName, ERPx_SOOrderHeader. | CustomerSKCustomerSK | Customer Name | ||||||||||||||||||||||||||||||||||||||||||||||||
Insert excerpt | Customer Name - Transaction | Customer Name - Transaction | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
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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 ' | Customer NameDefault Ship By' field on the ' | PropertiesHome' tab of the | CustomerSales Order Record View. | It comes from the 'Ship ToThis field is not stored in the database. | ||||||||||||||||||||||||||||||||||||||||||||||||||||
Deliver On |
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Insert excerpt | Def - Customer Name | Def - Customer Name||||||||||||||||||||||||||||||||||||||||||||||||||||||||
nopanel | true | Database | FieldsField: 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. ItSOOrderHeader.ScheduledDeliveryDate | ||||||||||||||||||||||||||||||||||||||||||||||||||||
Internal Note | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Last Updated |
Database Field: ERPx_SOOrderHeader.LastUpdated | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Last Updated By |
Database Field: ERPx_SOOrderHeader.LastUser | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
On Hold |
| Default Ship ByHold Code' field on the 'Home' tab of the Sales Order Record View | . This field is not stored in the database.Deliver OnDeliver On Date - Defaultor via Mass Update on the Sales Transactions List View. A transaction may be placed on hold by assigning a Hold Code. | Deliver On Date - Default |
| 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_ | SOOrderHeaderMFHoldCode. | ScheduledDeliveryDateInside Salesperson Name | ||||||||||||||||||||||||||||||||||||||||||||||||
Insert excerpt | Salesperson - Inside | Salesperson - Inside | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Insert excerpt | Def - Salesperson | Def - Salesperson | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Insert excerpt | Def - Salesperson - Inside | Def - Salesperson - Inside | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
nopanel | true | Last Updated By | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
Insert excerpt | Last Updated By | Last Updated By | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
nopanel | true | Last Updated Date | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
Insert excerpt | Last Updated - Date Only | Last Updated - Date Only | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
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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 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Insert excerpt | On Hold | On Hold | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Insert excerpt | Def - Hold Code | Def - Hold Code | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
nopanel | true | Ord Amount | Identifies the total ordered extended amount of all line items orderedHoldCode | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
Ord. Amount | Identifies the sum of all the Line Items ordered extended amount, formatted to 2 decimal places. This is a calculated field and can only be edited by changing the unit/weight ordered quantities or by updating the 'Price' field of a line item on the Sales Order Record View. It is calculated as ([Ordered Quantity] * [Price]), where [Ordered Quantity] is the Ordered 'Units' when the 'Price UOM' is a Unit UOM and it is the Ordered 'Weight' when the 'Price UOM' is a Weight UOM. Database Field: ERPx_SOOrderHeader.OrderedAmount | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Ord. Units | Identifies the sum of all the Line Items Ordered 'Units', formatted to 2 decimal places. This is a calculated field and can only be edited by changing the quantity of Ordered ' | Ord. Units' | , 'Ord. Weight' or 'Price' fields of a line item on one or more line items 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 basedView. Database Field: ERPx_SOOrderHeader. | OrderedAmountOrderedUnits | ||||||||||||||||||||||||||||||||||||||||||||||||||||
Ord | Units. Weight | Identifies the | total number sum of | ordered units for all line itemsall the Line Items Ordered 'Weight', formatted to 2 decimal places. This is a calculated field and can only be edited by changing the quantity of Ordered ' | Ord. Units' field for a line item Weight' on one or more line items on the Sales Order Record View. Database Field: | ERPxERPx_SOOrderHeader. | OrderedUnitsOrd Weight | Identifies the total ordered weight for all line items, formatted to 2 decimal places. This is a calculated fieldOrderedWeight | |||||||||||||||||||||||||||||||||||||||||||||||||
Payment Terms | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
PO |
| by changing from the ' | Ord. WeightPurchase Order' field | for a line item on on the 'Home' tab of the Sales Order Record View.
Database Field: | ERPxERPx_SOOrderHeader. | OrderedWeightPurchaseOrder | |||||||||||||||||||||||||||||||||||||||||||||||||||
Salesperson | Name- Inside |
| Outside
| Outside
| Outside Inside Sales' field on the 'Properties' tab of the Sales | Order Record View.||||||||||||||||||||||||||||||||||||||||||||||||||||
Insert excerpt | Def - Salesperson | Def - Salesperson | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
nopanel | true | Order Record View.
| Outside
| Outside
Database Fields: | ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = | 12, ERPx_SOOrderHeader. | SalesPersonSKPurchase OrderInsideSalespersonSK | ||||||||||||||||||||||||||||||||||||||||||||||||||
Salesperson - Outside | Purchase Order
| Purchase Order |
| Purchase OrderSalesperson - Outside Sales' field on the ' | HomeProperties' tab of the Sales Order Record View.
| Purchase Order
| Purchase Order
Database | Field:Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPx_SOOrderHeader. | PurchaseOrderSalesPersonSK | ||||||||||||||||||||||||||||||||||||||||||||||||
Ship By |
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.
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.
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.
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". This field is not in the LV 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 |
Database Fields: ERPx_MFSite.SiteID, ERPx_SOOrderHeader.SiteSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Site Name |
Database Fields: ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Status |
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.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. How is it identified? | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Trans Class |
Database Field: ERPx_SOOrderType.DocumentID | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Trans Date |
| ' tab of the Sales Order Record View.Transaction | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
Insert excerpt | Transaction ID | Transaction ID | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Insert excerpt | Def - Transaction ID - Sales | Def - Transaction ID - Sales | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
nopanel | true | ' tab of the Sales Order Record View. Database Field: ERPx_SOOrderHeader. | OrderIDOrderDate | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
Trans Type |
| Class
| Class
| This 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. . It is a system assigned value and is not editable. The transaction types are: Quote, Order, Return and Price Adjustment.
| Class - General
| Class - General
Database Field: ERPx_ | SOOrderTypeARTransactionType. | DocumentIDTransactionName | Transaction Type||||||||||||||||||||||||||||||||||||||||||||||||
Transaction |
| Type
| Type
| This Clicking on the link opens the corresponding transaction record view. This is required | . It , is a system assigned value and is not editable | . The transaction types are: Quote, Order, Return and Price Adjustment.
| Types
| Types
Database Field: | ERPxERPx_ | ARTransactionTypeSOOrderHeader. | TransactionNameOrderID | ||||||||||||||||||||||||||||||||||||||||||||||
Workflow Name |
Database Fields: ERPx_MFWorkflow.WorkflowName, ERPx_SOOrderHeader.WorkflowSK |
Related Topics
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