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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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Mass Update |
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New |
Each Transaction Type (Quote, Order, Return, or Price Adjustment) that only has one Transaction Class is displayed as just the Transaction Type Name (e.g. Order). Each Transaction Type that only has more than one Transaction Class is displayed as Transaction Type Name-Transaction Class Name (e.g. Order-Fresh). The base list of Transaction Types includes:
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Notes |
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When clicked, all the Reports assigned to the Functional Area of Sales, that launch from the Print Dialog, assigned to the Transaction List page, and that the user has rights to are displayed. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Refresh |
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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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Address ID |
Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Address Name |
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 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Amount |
Database Fields: ERPx_SOOrderHeader.OrderedAmount, ERPx_SOOrderHeader.AllocatedAmount | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Attention To |
Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPx_SOOrderHeader.ShipAttentionTo | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Brokerage Amt. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Carrier Name |
Database Fields: ERPx_SOCarrier.CarrierName, ERPx_SOOrderHeader.CarrierSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Created |
Database Field: ERPx_SOOrderHeader.CreatedDate | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Created By |
Database Field: ERPx_SOOrderHeader.CreatedBy | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Currency |
Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_SOOrderHeader.CurrencySK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Customer ID |
Database Fields: ERPx_ARCustomer.CustomerID, ERPx_SOOrderHeader.CustomerSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Customer Name |
Database Fields: ERPx_ARCustomer.CustomerName, ERPx_SOOrderHeader.CustomerSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Days Out | Identifies the number of days before the order is to be 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 |
Database Field: ERPx_SOOrderHeader.ScheduledDeliveryDate | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Freight Amt. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Gross Margin Amt. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Gross Margin Pct. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Last Updated |
Database Field: ERPx_SOOrderHeader.LastUpdated | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Last Updated By |
Database Field: ERPx_SOOrderHeader.LastUser | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Multiple Shipments | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Net Margin Amt. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Net Margin Pct. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
On Hold |
A transaction may be placed on hold by assigning a Hold Code. 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 if the 'Price UOM' for the item is a Unit UOM, and Ordered Weight if the 'Price UOM' for the item 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 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Other Accrual Amt. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Payment Terms |
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Product Cost Amt. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Purchase Order |
Database Field: ERPx_SOOrderHeader.PurchaseOrder | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Salesperson - Inside |
Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPx_SOOrderHeader.InsideSalespersonSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Salesperson - Outside |
Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPx_SOOrderHeader.SalesPersonSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Ship By |
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.
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. This is currently missing in the new List View, need to review to see if was removed for a reason. 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 |
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. How is it identified? | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Trans Class |
Database Field: ERPx_SOOrderType.DocumentID | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Trans Date |
Database Field: ERPx_SOOrderHeader.OrderDate | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Trans Type |
Database Field: ERPx_ARTransactionType.TransactionName | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Transaction |
Database Field: ERPx_SOOrderHeader.OrderID | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Workflow Name |
Database Fields: ERPx_MFWorkflow.WorkflowName, ERPx_SOOrderHeader.WorkflowSK |
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