Toolbar Icons | Description |
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Allocate | Opens the Allocate Sales Transaction Item Record View to allocate by Inventory Lot, Warehouse Lot or Item. |
Column Filter Show/Hide | Insert excerpt |
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| Column Filter Show/Hide - Global |
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| Column Filter Show/Hide - Global |
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nopanel | true |
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Delete | Insert excerpt |
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| Delete - LV 3.0 |
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| Delete - LV 3.0 |
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nopanel | true |
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Excel | Insert excerpt |
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| Excel - LV 3.0 |
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| Excel - LV 3.0 |
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nopanel | true |
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Favorites | Insert excerpt |
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| Favorites Add/Remove - Global |
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| Favorites Add/Remove - Global |
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nopanel | true |
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Group By Show/Hide | Insert excerpt |
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| Group By Show/Hide - Global |
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| Group By Show/Hide - Global |
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nopanel | true |
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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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nopanel | true |
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Mass Update | Insert excerpt |
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| Mass Update - Global 3.0 |
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| Mass Update - Global 3.0 |
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nopanel | true |
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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.
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New | Insert excerpt |
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| New - Multi-Select Trans Type - Global 3.0 |
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| New - Multi-Select Trans Type - Global 3.0 |
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nopanel | true |
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- Quotes: Each unique Quote Class is displayed. When clicked, the Select Ship-To Record View opens allowing users to select the Customer / Customer Address associated with the quote.
- Order: Each unique Order Class is displayed. When clicked, the Select Ship-To Record View opens allowing users to select the Customer / Customer Address associated with the order.
- 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.
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Notes | Insert excerpt |
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| Notes - RV Grid 3.0 |
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| Notes - RV Grid 3.0 |
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nopanel | true |
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Print | Insert excerpt |
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| Print - LV 3.0 |
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| Print - LV 3.0 |
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nopanel | true |
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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. |
Quick Filter | Insert excerpt |
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| Quick Filter |
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| Quick Filter |
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nopanel | true |
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Refresh | Insert excerpt |
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| Refresh - Global 3.0 |
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| Refresh - Global 3.0 |
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nopanel | true |
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Saved Column Layouts | Insert excerpt |
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| Column Layouts for Framework 3.0 - Global |
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| Column Layouts for Framework 3.0 - Global |
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nopanel | true |
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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 |
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| Def - Status - New |
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nopanel | true |
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Insert excerpt |
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| Def - Status - Released |
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| Def - Status - Released |
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nopanel | true |
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Insert excerpt |
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| Def - Status - Shipped |
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| Def - Status - Shipped |
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nopanel | true |
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Insert excerpt |
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| Def - Status - Approved |
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| Def - Status - Approved |
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nopanel | true |
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| Def - Status - Ready to Post |
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| Def - Status - Ready to Post |
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nopanel | true |
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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 | Insert excerpt |
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| Checkbox |
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| Checkbox |
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nopanel | true |
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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. |
Address ID | Insert excerpt |
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| Address ID |
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| Address ID |
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nopanel | true |
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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. This is the Address ID of the Ship To Address that was selected. It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View.
Insert excerpt |
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| Def - Customer Address ID |
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| Def - Customer Address ID |
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nopanel | true |
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Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK |
Address Name | Insert excerpt |
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| Address Name |
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| Address Name |
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nopanel | true |
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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 sum of all the Line Items allocated extended amount, 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' when the 'Price UOM' is a Unit UOM and it is the Allocated 'Weight' when the 'Price UOM' is a Weight UOM. Database Field: ERPx_SOOrderHeader.AllocatedAmount |
Alloc. Units | Identifies the sum 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 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 sum 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 quantity of allocated 'Weight' on one or more line items on the Sales Order Record View. Database Field: ERPx_SOOrderHeader.AllocatedWeight
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Amount | Insert excerpt |
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| Amount - Original |
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| Amount - Original |
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nopanel | true |
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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. Is this true, or is it based on Status?
Database Fields: ERPx_SOOrderHeader.OrderedAmount, ERPx_SOOrderHeader.AllocatedAmount
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Attention To | Insert excerpt |
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| Attention To |
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| Attention To |
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nopanel | true |
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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 |
Carrier Name | Insert excerpt |
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| Carrier - Default |
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| Carrier - Default |
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nopanel | true |
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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.
Insert excerpt |
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| Def - Carrier |
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| Def - Carrier |
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nopanel | true |
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Database Fields: ERPx_SOCarrier.CarrierName, ERPx_SOOrderHeader.CarrierSK |
Created | Insert excerpt |
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| Created |
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| Created |
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nopanel | true |
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| This field is required.
Database Field: ERPx_SOOrderHeader.CreatedDate |
Created By | Insert excerpt |
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| Created By |
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| Created By |
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nopanel | true |
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| This field is required.Database Field: ERPx_SOOrderHeader.CreatedBy |
Currency | Insert excerpt |
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| Currency |
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| Currency |
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nopanel | true |
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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. Insert excerpt |
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| Def - Currency |
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| Def - Currency |
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nopanel | true |
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Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_SOOrderHeader.CurrencySK |
Customer ID | Insert excerpt |
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| Customer ID - Transaction |
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| Customer ID - Transaction |
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nopanel | true |
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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.
Insert excerpt |
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| Def - Customer ID |
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| Def - Customer ID |
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nopanel | true |
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Database Fields: ERPx_ARCustomer.CustomerID, ERPx_SOOrderHeader.CustomerSK |
Customer Name | Insert excerpt |
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| Customer Name - Transaction |
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| Customer Name - Transaction |
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nopanel | true |
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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. Insert excerpt |
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| Def - Customer Name |
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| Def - Customer Name |
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nopanel | true |
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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 | Insert excerpt |
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| Deliver On Date - Default |
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| Deliver On Date - Default |
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nopanel | true |
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| 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 |
Last Updated | Insert excerpt |
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| Last Updated |
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| Last Updated |
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nopanel | true |
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| This field is required.
Database Field: ERPx_SOOrderHeader.LastUpdated |
Last Updated By | Insert excerpt |
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| Last Updated By |
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| Last Updated By |
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nopanel | true |
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| This field is required.Database Field: ERPx_SOOrderHeader.LastUser |
On Hold | Insert excerpt |
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| On Hold |
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| On Hold |
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nopanel | true |
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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. Insert excerpt |
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| Def - Hold Code |
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| Def - Hold Code |
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nopanel | true |
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Database Field: ERPx_MFHoldCode.HoldCode |
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 'Units' on one or more line items on the Sales Order Record View. Database Field: ERPx_SOOrderHeader.OrderedUnits |
Ord. Weight | Identifies the sum of all 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 'Weight' on one or more line items on the Sales Order Record View. Database Field: ERPx_SOOrderHeader.OrderedWeight |
Payment Terms | Insert excerpt |
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| Payment Terms |
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| Payment Terms |
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nopanel | true |
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PO | Insert excerpt |
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| Purchase Order |
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| Purchase Order |
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nopanel | true |
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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. Insert excerpt |
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| Def - Purchase Order |
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| Def - Purchase Order |
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nopanel | true |
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Database Field: ERPx_SOOrderHeader.PurchaseOrder |
Salesperson - Inside | Insert excerpt |
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| Salesperson - Inside |
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| Salesperson - Inside |
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nopanel | true |
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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. Insert excerpt |
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| Def - Salesperson - Inside |
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| Def - Salesperson - Inside |
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nopanel | true |
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Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPx_SOOrderHeader.InsideSalespersonSK |
Salesperson - Outside | Insert excerpt |
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| Salesperson - Outside |
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| Salesperson - Outside |
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nopanel | true |
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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. Insert excerpt |
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| Def - Salesperson - Outside |
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| Def - Salesperson - Outside |
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nopanel | true |
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Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPx_SOOrderHeader.SalesPersonSK |
Ship By | Insert excerpt |
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| Ship By - Default |
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| Ship By - Default |
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nopanel | true |
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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, 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. Insert excerpt |
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| Def - Address - City |
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| Def - Address - City |
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nopanel | true |
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| Insert excerpt |
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| Def - Address - State |
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| Def - Address - State |
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nopanel | true |
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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.
Insert excerpt |
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| Def - Address - Country |
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| Def - Address - Country |
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nopanel | true |
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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.
Insert excerpt |
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| Def - Address - Phone 1 |
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| Def - Address - Phone 1 |
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nopanel | true |
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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 |
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 | Insert excerpt |
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| Site ID |
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| Site ID |
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nopanel | true |
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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.
Insert excerpt |
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| Def - Site |
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| Def - Site |
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nopanel | true |
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Database Fields: ERPx_MFSite.SiteID, ERPx_SOOrderHeader.SiteSK |
Site Name | 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.
Insert excerpt |
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| Def - Site |
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| Def - Site |
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nopanel | true |
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Database Fields: ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK |
Status | 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 |
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| Def - Status |
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nopanel | true |
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| The Statuses that apply to transactions in this List View include:
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| Def - Status - New |
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| Def - Status - New |
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nopanel | true |
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Insert excerpt |
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| Def - Status - Released |
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| Def - Status - Released |
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nopanel | true |
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Insert excerpt |
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| Def - Status - Shipped |
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| Def - Status - Shipped |
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nopanel | true |
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Insert excerpt |
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| Def - Status - Approved |
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| Def - Status - Approved |
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nopanel | true |
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Insert excerpt |
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| Def - Status - Ready to Post |
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| Def - Status - Ready to Post |
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nopanel | true |
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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. How is it identified? |
Trans Class | Insert excerpt |
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| Transaction Class |
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| Transaction Class |
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nopanel | true |
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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. Insert excerpt |
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| Def - Transaction Class - General |
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| Def - Transaction Class - General |
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nopanel | true |
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Database Field: ERPx_SOOrderType.DocumentID |
Trans Date | Insert excerpt |
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| Doc Date |
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| Doc Date |
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nopanel | true |
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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 |
Trans Type | Insert excerpt |
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| Transaction Type |
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| Transaction Type |
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nopanel | true |
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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. Insert excerpt |
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| Def - Transaction Types |
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| Def - Transaction Types |
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nopanel | true |
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Database Field: ERPx_ARTransactionType.TransactionName |
Transaction | Insert excerpt |
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| Transaction ID |
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| Transaction ID |
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nopanel | true |
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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.
Insert excerpt |
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| Def - Transaction ID - Sales |
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| Def - Transaction ID - Sales |
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nopanel | true |
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Database Field: ERPx_SOOrderHeader.OrderID |
Workflow Name | Insert excerpt |
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| Workflow Name |
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| Workflow Name |
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nopanel | true |
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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. Insert excerpt |
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| Def - Workflow |
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| Def - Workflow |
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nopanel | true |
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Database Fields: ERPx_MFWorkflow.WorkflowName, ERPx_SOOrderHeader.WorkflowSK |