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Def - Sales Order Ship To | Def - Sales Order Ship To | | nopanel | true |
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The purpose of this page is to select a customer address and enter/select default fields for a sales order and sales quote transactions. From this record view, users may choose to navigate to the Select Items Record View, allocate from inventory lots using the Find Lots Record View, or go directly to the Sales Order Record View. 
This record view also contains columns for each Attribute that is set up for the 'Customer Addresses' attribute type. Because these are user defined, they are not included in the default view but can be added a saved column layout.Customer Addresses attributes are not included in the help documentation.Software Version: 2021.xx.xx and newer
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Image Removed Opens the Select Items Record View for users to select from a pre-defined catalog of items to include in a sales order or sales quote transaction.
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Image Removed Opens the Find Lots Record View for users to search for, view and allocate existing inventory lots to a sales order or sales quote transaction.
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This lookup contains a list of all active Carriers.
Database Field: ERPx_SOCarrier.CarrierName
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Deliver On
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Database Field: ERPx_SOOrderHeader.ScheduledDeliveryDate
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| Def - Sales Order Ship To |
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| Def - Sales Order Ship To |
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| nopanel | true |
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The purpose of this page is to populate some basic transaction header information and to select the correct Ship-To address. Selecting the Ship-To also assigns the Customer. When this page opens, it displays all the all the active ship to address. From here, users can click on the Find Items, Find Lots, or Go to Order icons.
This record view also contains columns for each Attribute that is set up for the 'Customer Addresses' attribute type. Because these are user defined, they are not included in the default view but can be added a saved column layout.Customer Addresses attributes are not included in the help documentation.
Software Version: 2021.xx.xx and newer
| Toolbar Icons | Description |
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| Find Items | Image Added Opens the Select Items Record View for users to select from a pre-defined catalog of items to include in a sales order or sales quote transaction. The image and the hyperlink text needs to be updated as the icon text and page name has changed to Find Items. |
| Find Lots | Image Added Opens the Find Lots Record View for users to search for, view and allocate existing inventory lots to a sales order or sales quote transaction. The image and the hyperlink text needs to be updated as the icon text and page name has changed to Find Items. |
| Go to Order | | Insert excerpt |
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| Go to Order - RV Header 3.0 |
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| Go to Order - RV Header 3.0 |
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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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This is documented on both the Page Header and Grid. I believe only 1 is correct.
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| Fields | Description |
| Carrier | | 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 a single-select standard lookup that is sometimes required. This field is required when the sales preference 'Do Sales Order Require a Carrier' is set to "Yes". If required and no Carrier is assigned, the message "Carrier is required and there is no transaction class or customer address default set." will be displayed on Save. This defaults as "(Use Default)" and is always editable.
If the Carrier is not manually assigned (left as "Use Default"), it will be auto-assigned from a default if possible, if not the Carrier will be blank. The defaults are assigned in the following sequence: - From the 'Sales Order Carrier' assigned to the Customer Address
- From the 'Default Carrier' assigned to the Sales Order Transaction Class
- From the 'Default Carrier' assigned to the Sales Order Preference
- No default exists and the Carrier will be blank
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| Def - Carrier |
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| Def - Carrier |
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| nopanel | true |
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This lookup contains a list of all active Carriers. Database Field: ERPx_SOCarrier.CarrierName |
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 a date picker that is sometimes required. It is required when the selected transaction class 'Require a Deliver On Date' property is set to "Yes". It defaults as blank and is always editable. If entered it must be on or after the Order Date, else the message "Deliver On Date must be on or after Order Date." will be displayed on Save.
Database Field: ERPx_SOOrderHeader.ScheduledDeliveryDate |
| Freight Terms | Identifies the Freight Terms that will default for all shipments on the transaction. This is a single-select standard lookup that is sometimes required. It is required when the 'Require Freight Terms' preference for the associated transaction class is set to "Yes". If required and no Freight Term is assigned, the message "Freight Terms are required and there is no transaction class or customer address default set." will be displayed on Save. This defaults as "(Use Default)" and is always editable. If the Freight Term is not manually assigned (left as "Use Default"), it will be auto-assigned from a default if possible, if not the Freight Terms will be blank. The defaults are assigned in the following sequence: - From the 'Freight Terms' assigned to the Customer Address
- From the 'Default Freight Terms' assigned to the Sales Order Transaction Class
- No default exists and the Freight Terms will be blank
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| Def - Freight Terms |
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| Def - Freight Terms |
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| nopanel | true |
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This lookup contains a list of all active Freight Terms. Database Fields: ERPx_SOFreightTerms.Description |
Order 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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This is a date picked that is required. It defaults as the current date and is always editable. If missing, the message "Order Date is required." will be displayed on Save. The Order Date must be on or before the Ship By Date and the Deliver On Date, else the messages "Ship by Date must not be earlier than Order Date." and "Deliver On Date must be on or after Order Date." will be displayed on Save.
Database Field: ERPx_SOOrderHeader.OrderDate |
| Purch. Order | | 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 a text box that is not required. It defaults as blank and is always editable. If entered, this field must be <=35 characters.
Need to identify the validation that exists if the same PO number is used for the same customer "Warning: This Purchase Order has been used on at least one non-Void sales transaction for this Customer. Need to specify when it pops up and what transactions this is validated across. For example, do we care if a Price Adjustment or Return has the same PO as an Order since they reference a source order? Do we care if an Order has the same PO as a Quote since it was created from a Quote? | 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 |
| 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 a date picked that is sometimes required. It is required when the selected transaction class 'Require Freight Terms' preference for the associated transaction class a Ship By Date' property is set to "Yes". It defaults from the 'Freight Terms' property on the 'Properties' tab of the Customer Addresses Record View. This field as blank and is always editable. If missing, the message "Freight Terms are required for orders in the Transaction Class of [Transaction Class]" will be displayed on Save.
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Def - Freight Terms | Def - Freight Terms | | nopanel | true |
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This lookup contains a list of all active Freight Terms. Database Fields: ERPx_SOFreightTerms.Description entered it must be on or after the Order Date, else the message "Ship by Date must not be earlier than Order Date." will be displayed on Save.
Database Field: ERPx_SOOrderHeader.ScheduledShipDate |
| Ship From Site | Doc DateDoc Date This is a date picked single-select standard lookup that is required. It defaults as the current date and is always editable. If missing, the message "Order Date is requiredShip From Site is required and there is no transaction class or customer address default set." will be displayed on Save. The Order Date must be on or before the Ship By Date and the Deliver On Date, else the messages "Ship by Date must not be earlier than Order Date." and "Deliver On Date must be on or after Order Date." will be displayed on Save.
Database Field: ERPx_SOOrderHeader.OrderDate | Purch. Order | Database Field: ERPx_SOOrderHeader.ScheduledShipDate
Ship From Site | | Insert excerpt |
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Site | Site| Insert excerpt |
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Purchase Order | Purchase Order | | nopanel | true |
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This is a text box that is not required. It defaults as blank and is always editable. If entered, this field must be <=35 characters.This is always editable.If the Ship From Site is not manually assigned (left as "Use Default"), it will be auto-assigned from a default if possible, if not the Ship From Site will be blank. The defaults are assigned in the following sequence: - From the 'Sales Order Site' assigned to the Customer Address
- From the 'Default Ship From Site' assigned to the Sales Order Transaction Class
- No default exists and the Carrier will be blank
Purchase Order Purchase OrderDatabase Field: ERPx_SOOrderHeader.PurchaseOrder | Ship By | | Insert excerpt |
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Ship By - Default | Ship By - Default |
| nopanel | true |
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This is a date picked that is sometimes required. It is required when the selected transaction class 'Require a Ship By Date' property is set to "Yes". It defaults as blank and is always editable. If entered it must be on or after the Order Date, else the message "Ship by Date must not be earlier than Order Date." will be displayed on Save.
This lookup contains a list of all active Siteswhere the 'Visible to Sales' property is set to "Yes". Database Fields: ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK | | 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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This is a | single-select standard lookup text box that is required. | Need the error message here! It defaults as blank It defaults with "(Use Next Trans. #)" and is always editable. |
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Def - Site | Def - Site |
| nopanel | true |
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This lookup contains a list of all active Sites where the 'Visible to Sales' property is set to "Yes".
Database Fields: ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK
Transaction | | Insert excerpt |
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Transaction ID | Transaction ID | | nopanel | true |
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This is a text box that is required. It defaults with "(Use Next Trans. #)" and is always editable. If missing, the system will auto assign a Transaction Number using the 'Document Prefix' and 'Next Document Number' propertiesIf missing, the system will auto assign based on how the Transaction Class is configured. Transaction IDs are set as follows for each Transaction Type: - Quotes: From the Order's Transaction Class or from the Quote's Transaction Class.
- Orders: From the Transaction Class
- Price Adjustments: From the Source Order, Price Adjustment Transaction Class or the Source Invoice
- Returns: From the Return Transaction Class or the Source Invoice
When generating a Transaction ID from a Transaction Class it is made up as the 'Document Prefix' + 'Next Document Number'. If the transaction number is manually entered, then it must be unique. Else the message "Transaction Number may not be duplicated." will be displayed on Save. | 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 | | Transaction 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 a single-select standard lookup that is required. If missing, the message "Transaction Class is required." will be displayed on Save. It defaults to from the value selected transaction when the New button was clicked from the Sales Transactions LV List View or the Sales Items LVList View. It is always editable.
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| Def - Transaction Class |
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| Def - Transaction Class |
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| nopanel | true |
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This lookup contains a list of all active Transaction Classeswhere the 'Transaction Type' property is set to "Order" or "Quote". Database Field: ERPx_SOOrderType.DocumentID |
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| Toolbar Icons | Description |
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| 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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| 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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| 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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This is documented on both the Page Header and Grid. I believe only 1 is correct.
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| 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 | Needs to be added |
| 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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| View | Needs to be added |
| Fields | Description |
| Checkbox | Needs to be added |
| Address | Displays the first line in the Address where the order will be shipped tovalue in Address Line 1 of the Ship To Address. This is a non-editable text box that is not required. It defaults from the 'Address 1' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View.
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| Def - Address - Address Line 1 |
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| Def - Address - Address Line 1 |
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| nopanel | true |
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Database Field: ERPx_ARCustomerAddress.AddressLine1 |
| 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 a non-editable text box that is required. It defaults from the 'Address ID' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View.
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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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Note: Address Types of "Both" and Shipping" will be included on this page; Address Types of "Inactive" and "Billing" will not be included on this page. Database Field: ERPx_ARCustomerAddress.AddressID |
| Address Name | | Insert excerpt |
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| Address IDName |
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| Address IDName |
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| nopanel | true |
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This is is a non-editable text box that is required. It defaults from the 'Address Name' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View.
Database Field: ERPx_ARCustomerAddress.AddressName |
| 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 a non-editable text box that is not required. It defaults from the 'Ship Attention To' field on the Edit Ship To Address dialog box. This field is always editable Ship To address hyperlink on the Sales Order Record View. Will there be another place to access this field? Else this field will also be blank since the Sales Order RV is only displayed after this page.
Database Field: ERPx_ARCustomerAddress.AttentionTo |
| City | Displays the destination City where the order will be shipped to. This is a non-editable text box that is not required. It defaults from the 'City' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer 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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Database Field: ERPx_ARCustomerAddress.City |
| Customer | | 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 a non-editable text box that is required. It defaults from the 'Customer ID' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer 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_ARCustomerAddress.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 a non-editable text box that is required. It defaults from the 'Customer Name' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer 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_ARCustomerAddress.CustomerSK |
| Site Name | Missing. This is the name of the Site assigned to the Ship To Address ID |
| State | Displays the destination State where the order will be shipped to. This is a non-editable text box that is not required. It defaults from the 'State' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View. | 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 Field: ERPx_ARCustomerAddress.State |
| Zip | Displays the destination Zip Code where the order will be shipped to. This is a non-editable text box that is not required. It defaults from the 'Zip' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View. | Insert excerpt |
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| Def - Address - Zip |
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| Def - Address - Zip |
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| nopanel | true |
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Database Field: ERPx_ARCustomerAddress.Zip |
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