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

...

Amount OriginalAmount Original If the items on the transaction have been allocated (regardless of the transaction status), then this Allocated Amount. Else, if the have not been allocated, then this field displays the Ordered Amount. This can by changing the 'Ord. Units', Ord. Weight' or 'Price' fields on the Sales Transaction Record View or unit/weight allocations.

Database Fields: ERPx_SOOrderHeader.OrderedAmount, ERPx_SOOrderHeader.AllocatedAmount

Attention To

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. Assigns the selected Hold Code to selected/filtered transactions when Apply is clicked.
Reprice Sales Orders and Quotes: A Yes/No lookup that defaults to "No". Selecting "Yes" will reprice any line items on the selected/filtered transactions 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.
Status: A single-select lookup that defaults to "(No Change)". Assigns the selected Status to selected/filtered transactions when Apply is clicked. Options include:
- Insert excerpt
  Def - Status - New
  Def - Status - New
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- Insert excerpt
  Def - Status - Released
  Def - Status - Released
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  Def - Status - Shipped
  Def - Status - Shipped
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  Def - Status - Approved
  Def - Status - Approved
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  Def - Status - Ready to Post
  Def - Status - Ready to Post
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Workflow: A single-select lookup that defaults to "(No Change)". Assigns the selected Workflow Step to selected/filtered transactions when Apply is clicked. Options include:
- (Next Step)
- All Sales Order Workflow Steps set up on the Sales: Configuration - Workflow Record View
- Unassigned

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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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:

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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	Def - Notes
	Def - Notes
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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, assigned to the Transaction List page, 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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Fields

Description

Checkbox

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	Checkbox
	Checkbox
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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 Transaction 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 Transaction 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 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

AllocAmount - Ord. Units

Identifies the sum of all the Line Items allocated 'Units'ordered extended amount, 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 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 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 OrderedAmount

Attention To

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	Attention To
	Attention To
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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 Transaction Record View.

Database Field: ERPxFields: ERPx_ARCustomerAddress.AttentionTo, ERPx_SOOrderHeader.AllocatedWeightShipAttentionTo

AmountBrokerage Amt.

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	Def -

Brokerage Amt.

	Def -

Brokerage Amt.
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This field displays the

total 'Program Amt.' of all line items on the transaction

that qualify for the program. This field is not required. This field is a calculated field and

may be edited

from the Sales Program Details Record View.

Database Field: ERPx_SPProgramSettlementItem.ComputedAmount

Carrier Name

Attention To

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Attention To

Carrier - Default
	Carrier - Default
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This is not required and can be edited

by clicking

from the '

Ship To' address hyperlink

Default Carrier' field on the 'Home' tab of the

Sales

Sales Transaction Record View.

Database Fields: ERPx_ARCustomerAddress.AttentionTo

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	Def - Carrier
	Def - Carrier
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Database Fields: ERPx_SOCarrier.CarrierName, ERPx_SOOrderHeader.

ShipAttentionTo

CarrierSK

Brokerage Amt.Created

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Def - Brokerage Amt.Def - Brokerage Amt.

	Created
	Created
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This field is required.

Database Field: ERPx_SOOrderHeader.CreatedDate

Created By

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	Created By
	Created By
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This field

displays the total 'Program Amt.' of all line items on the transaction that qualify for the program. This field is not required. This field is a calculated field and may be edited from the Sales Program Details Record View.

Database Field: ERPx_SPProgramSettlementItem.ComputedAmount

Carrier Name

is required.

Database Field: ERPx_SOOrderHeader.CreatedBy

Currency

Carrier - Default

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Carrier - Default

Currency
	Currency
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This is not required and can be edited comes from the 'Default CarrierCurrency' field on in the 'Home' tab of the Sales Sales Transaction Record View. This field is not editable.

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	Def -

Carrier

Currency
	Def -

Carrier

Currency
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Database Fields: ERPxERPx_SOCarrierMFCurrency.CarrierNameCurrencyID, ERPx_SOOrderHeader.CarrierSKCurrencySK

CreatedCustomer ID

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	Created	CreatedCustomer ID - Transaction
	Customer ID - Transaction
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This field is required.

Database Field: ERPx_SOOrderHeader.CreatedDate

Created By

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 Transaction Record View.

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	Created By	Created ByDef - Customer ID
	Def - Customer ID
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This field is required.

Database Field:Fields: ERPx_ARCustomer.CustomerID, ERPx_SOOrderHeader.CreatedByCustomerSK

Currency Customer Name

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	Currency	CurrencyCustomer 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 'CurrencyShip To' field in on the 'Home' tab of the Sales Transaction Record View. This field is not editable.

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	Def - CurrencyCustomer Name
	Def - CurrencyCustomer Name
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Database Fields: ERPx_MFCurrencyARCustomer.CurrencyIDCustomerName, ERPx_SOOrderHeader.CurrencySKCustomerSK

Customer ID Insert excerptCustomer ID - TransactionCustomer ID - TransactionnopaneltrueThis 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 ToDays OutIdentifies 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 Insert excerptCustomer Name - TransactionCustomer Name - Transaction

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Def - Customer IDDef - Customer IDnopaneltrue

Database Fields: ERPx_ARCustomer.CustomerID, ERPx_SOOrderHeader.CustomerSK

Customer NameDeliver On Insert excerptDeliver 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 Transaction Record View.

Database Field: ERPx_SOOrderHeader.ScheduledDeliveryDate

Freight Amt.Identifies the total freight amount for all shipments

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

Customer Name

Default Deliver On' field on

the 'Properties' tab of the Customer Record View. It comes from

the '

Ship To' field on the '

Home' tab of the

Sales

Sales Transaction Record View.

Insert excerptDef - Customer NameDef - Customer Namenopaneltrue

Database Fields: ERPx_ARCustomer.CustomerName, ERPx_SOOrderHeader.CustomerSK

Days OutIdentifies 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.

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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	Def - Freight Amt.
	Def - Freight Amt.
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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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	Def - Gross Margin Amt.
	Def - Gross Margin Amt.
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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 can field may 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 databaseediting any of the fields used in calculating this amount.

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	Def - Freight AmtGross Margin Pct.
	Def - Freight AmtGross Margin Pct.
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Gross Margin Amt.

Identifies the profit amount, using only product costs, on the transaction.

Last Updated

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	Last Updated
	Last Updated
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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.
Insert excerptDef - Gross Margin Amt.Def - Gross Margin Amt.nopaneltrueGross Margin Pct.Identifies the percentage of profit, using only product costs,

.

Database Field: ERPx_SOOrderHeader.LastUpdated

Last Updated By

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	Last Updated By
	Last Updated By
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This field is required.

Database Field: ERPx_SOOrderHeader.LastUser

Multiple ShipmentsIdentifies if the transaction has more than one shipment. 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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	Def - Gross Net Margin PctAmt.
	Def - Gross Net Margin PctAmt.
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Last Updated Insert excerptLast UpdatedLast UpdatednopaneltrueNet Margin Pct.

Identifies the percentage of final profit on the transaction. This field is not required

.

Database Field: ERPx_SOOrderHeader.LastUpdated

Last Updated By Insert excerptLast Updated ByLast Updated Bynopaneltrue This field is required.

Database Field: ERPx_SOOrderHeader.LastUser

Multiple ShipmentsIdentifies if the transaction has more than one shipment. 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 amountand 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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	Def - Net Margin Pct.
	Def - Net Margin Pct.
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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 Transaction 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 -

Net Margin Amt.

Hold Code
	Def -

Net Margin Amt.

Hold Code
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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

Database Field: ERPx_MFHoldCode.HoldCode

Other Accrual Amt.

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	Def - Net Margin PctOther Accrual Amt.
	Def - Net Margin PctOther Accrual Amt.
nopanel	true

On Hold Insert excerptOn HoldOn Hold

This field displays the total 'Program Amt.' of all line items on the transaction that qualify for the program. This field is not required. This field is a calculated field and may be edited from the Sales Program Details Record View.

Database Field: ERPx_SPProgramSettlementItem.ComputedAmount

Payment Terms

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	Payment Terms
	Payment Terms
nopanel	true

This This is not required and can be edited from either the 'Hold CodePayment Terms' field on the 'HomeProperties' tab of the Sales Sales Transaction 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 Codenopaneltrue.

Linked Database Field: ERPx_MFHoldCodeSOOrderHeader.HoldCodePaymentTermsSK

OrdProduct Cost Amt. Amount

Identifies the

sum

actual cost 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.

items on the transaction. 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 may be edited from the 'Actual Cost' assigned on the Inventory Lot.

Insert excerpt

	Def - Product Cost Amt.
	Def - Product Cost Amt.
nopanel	true

Database Fields: ERPx_SOOrderItem.ItemActualCost, ERPx_IMLotCostHistory.Cost, ERPx_IMLotBalance.LotSK

Purchase Order

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	Purchase Order
	Purchase Order
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This is not required and can be edited from the 'Purchase Order' field on the 'Home' tab of the Sales Transaction Record View.

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	Def - Purchase Order
	Def - Purchase Order
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Database Field: ERPx_SOOrderHeader.

OrderedUnitsOrd. WeightIdentifies 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

PurchaseOrder

Salesperson - Inside

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	Salesperson - Inside
	Salesperson - Inside
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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 Transaction Record View.

Database Field: ERPx

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	Def - Salesperson - Inside
	Def - Salesperson - Inside
nopanel	true

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

OrderedWeightOther Accrual Amt.

InsideSalespersonSK

Salesperson - OutsideDef - Other Accrual Amt.

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Def - Other Accrual Amt.

nopaneltrueThis is not

Salesperson - Outside
	Salesperson - Outside
nopanel	true

This field displays the total 'Program Amt.' of all line items on the transaction that qualify for the program. This field is not required. This field is a calculated field and may be edited from the Sales Program Details Record View.

Database Field: ERPx_SPProgramSettlementItem.ComputedAmount

Payment Terms Insert excerptPayment TermsPayment Terms

This is not required and can be edited from the 'Salesperson - Outside Sales' field on the 'Properties' tab of the Sales Transaction Record View.

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	Def - Salesperson - Outside
	Def - Salesperson - Outside
nopanel	true

Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPx_SOOrderHeader.SalesPersonSK

Ship By

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	Ship By - Default
	Ship By - Default
nopanel	true

This is required and can be edited from

the 'Payment Terms

the 'Default Ship By' field on the 'Home' tab of the Sales Transaction Record View. It comes from the 'Ship To' field on the '

Properties

Home' tab of the Sales Transaction Record View.

Linked

Database Field: ERPx_SOOrderHeader.

PaymentTermsSKProduct 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

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

'Actual Cost' field for 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

'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 Transaction Record View.

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	Def -

Product Cost Amt.Def - Product Cost Amt.

Address - City
	Def - Address - City
nopanel	true

Insert excerpt

	Def - Address - State
	Def - Address - State
nopanel	true

Database Fields:

ERPx_SOOrderItem.ItemActualCost, ERPx_IMLotCostHistory.Cost, ERPx_IMLotBalance.LotSK
Purchase Order

Insert excerptPurchase OrderPurchase OrdernopaneltrueERPx_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 'Purchase OrderCountry' 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.

Insert excerpt

	Def -

Purchase Order

Address - Country
	Def -

Purchase Order

Address - Country
nopanel	true

Insert excerptSalesperson - InsideSalesperson - Insidenopaneltrue This is not required and can be edited from the 'Salesperson - Inside SalesDatabase Field:Fields: ERPx_ARCustomerAddress.Country, ERPx_SOOrderHeader.PurchaseOrder

Salesperson - Inside

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.

Insert excerpt

	Def -

Salesperson

Address -

Inside

Phone 1
	Def -

Salesperson

Address -

Inside

Phone 1
nopanel	true

Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2ARCustomerAddress.Phone1, ERPx_SOOrderHeader.InsideSalespersonSKShipPhone1

Salesperson - Outside Insert excerptSalesperson - OutsideSalesperson - Outsidenopaneltrue This is not required and 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 'Salesperson - Outside SalesShipped' field on the 'PropertiesShipments' tab of the Sales Transaction Record View. Insert excerptDef - Salesperson - OutsideDef - Salesperson - Outsidenopaneltrue

Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPx_SOOrderHeader.SalesPersonSK

Ship ByIf the transaction contains multiple shipments, this field will display the latest 'Shipped' date.

Database Fields: ERPx_LMLoadHeader.ActualShipDate, ERPx_SOOrderHeader.ActualShipDate

SiteShip By - Default
Insert excerpt
Ship By - Default
Site ID
Site ID
nopanel true
This
This is required and can be edited from the '
Default Ship By
Site' field on the 'Home' tab of the
Sales Transaction Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View.
Database Field:
Sales Transactions Record View.
Insert excerpt
Def - Site
Def - Site
nopanel true
Database Fields: ERPx_MFSite.SiteID, ERPx_SOOrderHeader.
ScheduledShipDateShip City/State
Displays the destination City, State where the order will be shipped to. This not SiteSK
Site Name
Insert excerpt
Site
Site
nopanel true
This is required and can be edited from the 'City' and 'State' fields Site' field on the 'PropertiesHome' tab of the Customer Addresses Record View. It comes from the 'Ship To' field the Sales Transactions 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 Transaction Record View.
Insert excerpt
Def -
Address - City
Status
Def -
Address - City
Status
nopanel true
excerpt-include The Statuses that apply to transactions in this List View include:
Insert excerpt
Def -
Address
Status -
State
New
Def -
Address
Status -
State
New
nopanel true
Database Fields: ERPx_ARCustomerAddress.City, ERPx_ARCustomerAddress.State, ERPx_SOOrderHeader.ShipCity, ERPx_SOOrderHeader.ShipState
Ship Country 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
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 Transaction Record View.
Insert excerpt
Def - Status - Released
Def - Status - Released
nopanel true
Insert excerpt
Def -
Address - CountryDef - Address - Countrynopaneltrue
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.
Insert excerptDef - Address - Phone 1Def - Address - Phone 1nopaneltrue
Database Fields: ERPx_ARCustomerAddress.Phone1, ERPx_SOOrderHeader.ShipPhone1
ShippedIdentifies the date the shipment left the site, formatted from the users 'Date Format' preference. This field is required for
Insert excerptSite IDSite IDnopaneltrue This is required and can be edited from the 'Site' field on the 'Home' tab of the Sales Transactions Record View.
Status - Shipped
Def - Status - Shipped
nopanel true
Insert excerpt
Def - Status - Approved
Def - Status - Approved
nopanel true
Insert excerpt
Def -
Site
Status - Ready to Post
Def - Status -
Site
Ready to Post
nopanel true
Database Fields: ERPx_MFSiteSOOrderStatus.SiteIDOrderStatusName, ERPx_SOOrderHeader.SiteSKOrderStatusSK
Site NameTrans Class
Insert excerpt
SiteTransaction ClassSite
Transaction Class
nopanel true
This is required and can be edited comes from the 'Site' field on the 'Home' tab of the Sales Transactions Record View. Transaction Class' value selected by the user when the sales order or sales quote was created. It is not editable.
Insert excerpt
Def -
Site
Transaction Class - General
Def -
Site
Transaction Class - General
nopanel true
Database
Fields: ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSKStatus
Field: ERPx_SOOrderType.DocumentID
Trans Date
Insert excerpt
StatusDoc DateStatus
Doc Date
nopanel true
This It is formatted from the users 'Date Format' preference. This is required and can be edited from the 'StatusOrder Date' field on the 'Home' tab of the Sales Transaction Record View.
Insert excerptDef - StatusDef - Statusnopaneltrue The Statuses that apply to transactions in this List View include: Insert excerptDef - Status - NewDef - Status - Newnopaneltruethe Sales Transaction Record View.
Database Field: ERPx_SOOrderHeader.OrderDate
Trans TypeDef - Status - Released
Insert excerpt
Def - Status - Released
Transaction Type
Transaction Type
nopanel true
Insert excerptDef - Status - ShippedDef - Status - Shippednopaneltrue
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 -
Status - Approved
Transaction Types
Def -
Status - Approved
Transaction Types
nopanel true
Database Field: ERPx_ARTransactionType.TransactionName
Transaction Trans Class Insert excerptTransaction ClassTransaction Classnopaneltrue This is required and comes from the 'Transaction Class' value selected by the user when the sales order or sales quote was created. It is not editable. Insert excerptDef - Transaction Class - GeneralDef - Transaction Class - Generalnopaneltrue
Database Field: ERPx_SOOrderType.DocumentID
Trans Date
Insert excerptDoc DateDoc Datenopaneltrue 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
Insert excerpt
Def - Status - Ready to PostDef - Status - Ready to Postnopaneltrue
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.
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
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
Units - Ord.
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.
OrderDate
OrderedUnits
Trans Type Insert excerptTransaction TypeTransaction Typenopaneltrue This is required. It is a system assigned value and is not editable. The transaction types are: Quote, Order, Return and Price Adjustment. Insert excerptDef - Transaction TypesDef - Transaction Typesnopaneltrue
Database Field: ERPx_ARTransactionType.TransactionName
Transaction Insert excerptTransaction IDTransaction IDnopaneltrue Clicking on the link opens the corresponding transaction record view. This is required, is a system assigned value and is not editable.
Insert excerptDef - Transaction ID - SalesDef - Transaction ID - SalesnopaneltrueDatabase Field: ERPx_SOOrderHeader.OrderIDWeight
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
Weight - Ord.
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
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 Transaction Record View.
Insert excerpt
Def - Workflow
Def - Workflow
nopanel true
Database Fields: ERPx_MFWorkflow.WorkflowName, ERPx_SOOrderHeader.WorkflowSK

Versions Compared

Old Version 67

New Version 68

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