Insert excerpt | Def - Sales Transactions | Def - Sales Transactions | ||||
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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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Saved Column Layouts |
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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 Transaction 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 Transaction 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 Transaction 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. |
Database Field: ERPx_SPProgramSettlementHeaderSPProgramSettlementItem.TotalOrderAmountComputerAmount | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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 Transaction Record View. This field is not stored in the database. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Deliver On |
Database Field: ERPx_SOOrderHeader.ScheduledDeliveryDate | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Freight Amt. | Identifies the total freight amount for all shipments on the transaction. This field is not required. This can be edited by updating the 'Freight Rate', 'Surcharge %' or 'Other Charges' fields on the Shipment Details Record View. This is a calculated field and not stored in the database.
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Gross Margin Amt. | Identifies the profit amount, using only product costs, on the transaction. This field is not required and not stored in the database. This field may be edited by editing any of the fields used in calculating this amount.
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Gross Margin Pct. | Identifies the percentage of profit, using only product costs, on the transaction. This field is not required and not stored in the database. This field may be edited by editing any of the fields used in calculating this amount.
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Last Updated |
Database Field: ERPx_SOOrderHeader.LastUpdated | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Last Updated By |
Database Field: ERPx_SOOrderHeader.LastUser | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Multiple Shipments | SignifiesIdentifies if the transaction has more than one shipment | .Net Margin Amt. | Identifies the final profit amount on the transaction. This field is not required and is not stored in the database. It displays as "Yes" if there are multiple shipments or blank if there are not multiple shipments. This field is not editable. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
Net Margin Amt. | Identifies the final profit amount on the transaction. This field is not required and not stored in the database. This field may be edited by editing any of the fields used in calculating this amount.
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Net Margin Pct. | Identifies the percentage of final profit on the transaction. This field is not required and not stored in the database. This field may be edited by editing any of the fields used in calculating this amount.
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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 Transaction 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 Transaction 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 Transaction Record View. Database Field: ERPx_SOOrderHeader.OrderedWeight | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Other Accrual Amt. |
| Payment Terms | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
Insert excerpt | Payment Terms | Payment Terms | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
nopanel | true | Product Cost Amt. | Identifies the actual cost of all items on the transactionThis field displays the total 'Program Amt.' of all line items on the transaction that qualify for the program. This field is not required. | If the item is ordered, but not allocated, this field may be edited from the 'Actual Cost' field for the Item in the Item Master File. It the item is allocated, this field This field is a calculated field and may be edited from the | 'Actual Cost' assigned on the Inventory Lot.|||||||||||||||||||||||||||||||||||||||||||||||||||||
Insert excerpt | Def - Product Cost Amt. | Def - Product Cost Amt. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
nopanel | true | Sales Program Details Record View. Database Field: ERPx_SPProgramSettlementItem.ComputerAmount | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
Payment Terms | Purchase Order
| Purchase Order |
| Purchase OrderPayment Terms' field on the ' | HomeDef - Purchase Order | ||||||||||||||||||||||||||||||||||||||||||||||||||||
nopanel | true | Properties' tab of the Sales Transaction Record View. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
Insert excerpt | Def - Purchase Order | Linked Database Field: | ERPx_SOOrderHeader. | PurchaseOrderSalesperson - Inside | |||||||||||||||||||||||||||||||||||||||||||||||||||||
Insert excerpt | Salesperson - Inside | Salesperson - Inside | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
nopanel | true | PaymentTermsSK | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
Product Cost Amt. | Identifies the actual cost of all items on the transaction. This field is not required. If the item is ordered, but not allocated, this field may be edited from the ' | Salesperson - Inside SalesActual Cost' field | on the 'Properties' tab of the Sales Transaction Record View.|||||||||||||||||||||||||||||||||||||||||||||||||||||||
Insert excerpt | Def - Salesperson - Inside | Def - Salesperson - Insidefor the Item in the Item Master File. It the item is allocated, this field may be edited from the 'Actual Cost' assigned on the Inventory Lot.
Database Fields: ERPx_SOOrderItem.ItemActualCost, ERPx_ | SPSalesperson.Salespersonname where SalespersonTypeEN = 2, IMLotCostHistory.Cost, ERPx_ | SOOrderHeaderIMLotBalance. | InsideSalespersonSKSalesperson - OutsideLotSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||
Purchase Order |
Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1,Field: ERPx_SOOrderHeader.SalesPersonSK PurchaseOrder | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Salesperson - Inside |
This is not required and can be edited from the ' Salesperson - Inside Sales' field on the ' Properties' tab of the Sales Transaction Record View.
Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPx_SOOrderHeader. | Ship City/State | Displays the destination City, State where the order will be shipped to. This not is InsideSalespersonSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
Salesperson - Outside |
Def - Address - State | Def - Address - State | nopanel | true | | ||||||||||||||||||||||||||||||||||||||||||||||||||||
Ship Country Displays the Country the order will be shipped to. This is not By |
Default Ship By' field on the ' PropertiesHome' tab of the Customer Addressesthe Sales Transaction Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View. Insert excerpt | | Def - Address - Country | Def - Address - Country||||||||||||||||||||||||||||||||||||||||||||||||||||||
nopanel | true | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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 'City' Phoneand 'State' field 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 Transaction Record View.
Database Fields: ERPx_ARCustomerAddress.City, ERPx_ARCustomerAddress.Phone1.State, 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 listDisplays the Country the order will be shipped to. This is not 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. Was this replaced with the 'Multiple Shipments' columnand 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 Transaction 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 Transaction Record View.
Database Fields: ERPx_ARCustomerAddress.Phone1, ERPx_SOOrderHeader.ShipPhone1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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 Transaction 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 | Display as 'Yes' 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 Transaction Record View and adding substitution items for the ordered item on the Sales Transaction Item Substitution Record View. This field is not stored in the database. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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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