Page Comparison

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Def - Sales Transactions

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	Def - Sales Transactions
	Def - Sales Transactions
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This page lists each unique Sales Transaction. The purpose of this page is to view, add, edit, remove, and post Sales Orders, Returns, Price Adjustments, and Quotes. 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 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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Def - Status - Approved

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 3.0
	New - Multi-Select Trans Type - Global 3.0
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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.

Notes

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	Notes - RV Grid 3.0
	Notes - RV Grid 3.0
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Print

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	Print - LV 3.0
	Print - LV 3.0
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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

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	Quick Filter
	Quick Filter
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Refresh

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	Refresh - Global 3.0
	Refresh - Global 3.0
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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

Checkbox

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

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true

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Def - Status - Approved


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	Def - Status -

Ready to Post

Shipped
	Def - Status -

Ready to Post

Shipped
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WorkflowOpens 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.FieldsDescription% Filled WeightIdentifies 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 Checkbox

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Checkbox

Def - Status - Approved
	Def - Status - Approved
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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 UnitsIdentifies 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.

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	Def - Status - Ready to Post
	Def - Status - Ready to Post
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WorkflowOpens 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.FieldsDescriptionCheckbox

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	Checkbox
	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.

Address ID

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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. 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.

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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 Name
	Address Name
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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 Viewwhen the 'Price UOM' is a Weight UOM.

Database Field: ERPx_SOOrderHeader.AllocatedUnitsAllocatedAmount

Alloc. WeightUnits

Identifies the sum of all the Line Items allocated 'WeightUnits', formatted to 2 decimal places. This is a calculated field and can only be edited by changing the quantity of allocated 'WeightUnits' on one or more line items on the Sales Order Record View.

Database Field: ERPx ERPx_SOOrderHeader.AllocatedWeightAllocatedUnits

Amount Insert excerptAmount - OriginalAmount - Originalnopaneltrue 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 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

'Ord. Units', Ord.

quantity of allocated 'Weight'

or 'Price' fields

on one or more line items on the Sales Order Record View

or unit/weight allocations

.

Is this true, or is it based on Status?Database Fields: ERPx_SOOrderHeader.OrderedAmount,

Database Field: ERPx_SOOrderHeader.

AllocatedAmount

AllocatedWeight

Attention To AmountAttention To

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Attention To

Amount - Original
	Amount - Original
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This is not required

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

clicking

changing the

'Ship To' address hyperlink on the 'Home' tab of

'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_

ARCustomerAddress

SOOrderHeader.

AttentionTo

OrderedAmount, ERPx_SOOrderHeader.

ShipAttentionTo

AllocatedAmount

BOLAttention To

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BOL

	Attention To

BOL

	Attention To
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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

by clicking the '

BOL

Ship To'

field

address hyperlink on the '

Shipments

Home' tab of the Sales Order Record View.

Insert excerptDef - Bill of LadingDef - Bill of Lading

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Database

Field:

Fields: ERPx_ARCustomerAddress.AttentionTo, ERPx_SOOrderHeader.

BOL

ShipAttentionTo

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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Database Fields: ERPx_SOCarrier.CarrierName, ERPx_SOOrderHeader.CarrierSK

Created

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Created

Def - Carrier
	Def - Carrier
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This field is required.

Database Field:Database Fields: ERPx_SOCarrier.CarrierName, ERPx_SOOrderHeader.CreatedDateCarrierSK

Created By

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	Created

By


	Created

By


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This This field is required.

Database Field: ERPx_SOOrderHeader.CreatedBy

Currency

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

Created By

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	Def - Currency	Def - CurrencyCreated By
	Created By
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This field is required.

Database Fields: ERPx_MFCurrency.CurrencyID,Field: ERPx_SOOrderHeader.CurrencySKCreatedBy

CustomerCurrency

Customer ID - Transaction

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Customer ID - Transaction

Currency
	Currency
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This is required and can be edited comes from the 'Customer IDCurrency' field on in the 'PropertiesHome' tab of the Customer Sales Order Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record ViewThis field is not editable.

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	Def - Customer IDCurrency
	Def - Customer IDCurrency
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Database Fields: ERPx_ARCustomerMFCurrency.CustomerIDCurrencyID, ERPx_SOOrderHeader.CustomerSKCurrencySK

Customer NameIDIdentifies 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

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	Customer

Name

ID - Transaction
	Customer

Name

ID - Transaction
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This is required and can be edited from the 'Customer NameID' 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 NameID
	Def - Customer NameID
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Database Fields: ERPx_ARCustomer.CustomerNameCustomerID, ERPx_SOOrderHeader.CustomerSK

Days Out

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

. This field is not stored in the database

.

Deliver OnLast Updated Bynopaneltrue This field is required.

Database Field: ERPx_SOOrderHeader.LastUser

On Hold

Insert excerptOn HoldOn Holdnopaneltrue This

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Deliver On Date - DefaultDeliver On Date - Defaultnopaneltrue 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

Internal NoteLast Updated Insert excerptLast UpdatedLast Updatednopaneltrue This field is required.

Database Field: ERPx_SOOrderHeader.LastUpdated

Last Updated By Insert excerptLast Updated By

Def - Customer Name
	Def - Customer Name
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Database Fields: ERPx_ARCustomer.CustomerName, ERPx_SOOrderHeader.CustomerSK

Days OutIdentifies 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

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	Deliver On Date - Default
	Deliver On Date - Default
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This is required and can be edited from

either

the '

Hold Code

Default Deliver On' 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 excerptDef - Hold CodeDef - Hold Code

.

Database Field: ERPx_SOOrderHeader.ScheduledDeliveryDate

Internal Note
Last Updated

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	Last Updated
	Last Updated
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This field is required.

Database Field: ERPx_SOOrderHeader.LastUpdated

Last Updated ByOrd. Units

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	Last Updated By
	Last Updated By
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This field is required.

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

SOOrderHeader.LastUser

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 sum of all the Line Items Ordered 'Units'ordered extended amount, 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 unit/weight ordered quantities or by updating the 'Price' field of a line item 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 excerptPayment TermsPayment TermsnopaneltruePO Insert excerptPurchase OrderPurchase Ordernopaneltrue This is not required and can be edited from the 'Purchase Order' field on the 'Home' tab of the Sales Order Record View. Insert excerptDef - Purchase OrderDef - Purchase Ordernopaneltrue

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.

PurchaseOrderSalesperson - Inside Insert excerptSalesperson - InsideSalesperson - Insidenopaneltrue This is not required and can be edited from the 'Salesperson - Inside Sales' field on the 'Properties' tab of

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 TermsDef - Salesperson - Inside

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Def - Salesperson - Inside

Payment Terms
	Payment Terms
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Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPx_SOOrderHeader.InsideSalespersonSK

Salesperson - OutsidePO

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

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

Ship By

PurchaseOrder

Salesperson - Inside

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Ship By

	Salesperson -

Default

Inside

Ship By

	Salesperson -

Default

Inside
nopanel	true

This

This is not 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

Salesperson - Inside Sales' field on the '

Home

Properties' tab of the Sales Order Record View.

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	Def - Salesperson - Inside
	Def - Salesperson - Inside
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Database

Field:

Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPx_SOOrderHeader.

ScheduledShipDateShip City/State

Displays the destination City, State where the order will be shipped to. This not is InsideSalespersonSK

Salesperson - Outside

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	Salesperson - Outside
	Salesperson - Outside
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This is not required and can be edited from the 'City' and 'State' fields Salesperson - Outside Sales' 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

Salesperson -

City

Outside
	Def -

Address

Salesperson -

City

Outside
nopanel	true

Insert excerptDef - Address - StateDef - Address - StatenopaneltrueDatabase Fields: ERPx_ARCustomerAddress.City, ERPx_ARCustomerAddress.State, ERPx_SOOrderHeader.ShipCitySPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPx_SOOrderHeader.ShipState

Ship Country

Displays the Country the order will be shipped to. This is not SalesPersonSK

Ship By

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	Ship By - Default
	Ship By - Default
nopanel	true

This is required and can be edited from the '

Country

Default Ship By' field on the '

Properties

Home' tab of

the Customer Addresses

the Sales Order Record View. It comes from the 'Ship To' field on the

'Home' tab of the Sales Order Record View.
Insert excerptDef - Address - CountryDef - Address - Countrynopaneltrue Database Fields: ERPx_ARCustomerAddress.Country,

'Home' tab of the Sales Order Record View.

Database Field: ERPx_SOOrderHeader.

ShipCountry

ScheduledShipDate

Ship PhoneCity/State

Displays the phone number at the address destination City, State where the order will be shipped to. This not is not required and can be edited from the 'Phone' field 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.tab of the Sales Order Record View.

Insert excerpt

	Def - Address - City
	Def - Address - City
nopanel	true

Insert excerpt

	Def - Address -

Phone 1

State
	Def - Address -

Phone 1

State
nopanel	true

Database Fields: ERPx_ARCustomerAddress.City, ERPx_ARCustomerAddress.Phone1State, ERPx_SOOrderHeader.ShipCity, ERPx_SOOrderHeader.ShipPhone1ShipState

ShipmentShip Country 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

Displays the Country the order will be shipped to. 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

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

	Def - Address - Country
	Def - Address - Country
nopanel	true

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

	Def - Address - Phone 1
	Def - Address - Phone 1
nopanel	true

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.

LoadStatusSK

LoadID

ShippedIdentifies 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
nopanel true
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
Def - Site
Def - Site
nopanel true
Database Fields: ERPx_MFSite.SiteID, ERPx_SOOrderHeader.SiteSK
Site Name
Insert excerpt
Site
Site
nopanel true
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
Def - Site
Def - Site
nopanel true
Database Fields: ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK
Status
Insert excerpt
Status
Status
nopanel true
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
nopanel true
The Statuses that apply to transactions in this List View include:
Insert excerpt
Def - Status - New
Def - Status - New
nopanel true
Insert excerpt
Def - Status - Released
Def - Status - Released
nopanel true
Insert excerpt
Def - Status - Shipped
Def - Status - Shipped
nopanel true
Insert excerpt
Def - Status - Approved
Def - Status - Approved
nopanel true
Insert excerpt
Def - Status - Ready to Post
Def - Status - Ready to Post
nopanel true
Database Fields: ERPx_SOOrderStatus.OrderStatusName, ERPx_SOOrderHeader.OrderStatusSK
Sub Item . 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
Transaction Class
Transaction Class
nopanel true
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
Def - Transaction Class - General
Def - Transaction Class - General
nopanel true
Database Field: ERPx_SOOrderType.DocumentID
Trans Date
Insert excerpt
Doc Date
Doc Date
nopanel true
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
Transaction Type
Transaction Type
nopanel true
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
Def - Transaction Types
Def - Transaction Types
nopanel true
Database Field: ERPx_ARTransactionType.TransactionName
Transaction
Insert excerpt
Transaction ID
Transaction ID
nopanel true
Clicking on the link opens the corresponding transaction record view. This is required, is a system assigned value and is not editable.
Insert excerpt
Def - Transaction ID - Sales
Def - Transaction ID - Sales
nopanel true
Database Field: ERPx_SOOrderHeader.OrderID
Workflow Name
Insert excerpt
Workflow Name
Workflow Name
nopanel true
This is not required. It an be edited from the 'Workflow' field on the 'Home' tab of the Sales Order Record View.
Insert excerpt
Def - Workflow
Def - Workflow
nopanel true
Database Fields: ERPx_MFWorkflow.WorkflowName, ERPx_SOOrderHeader.WorkflowSK

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