Insert excerpt

	Def - Sales Items
	Def - Sales Items
nopanel	true

This inquiry also contains columns for each Attribute that is set up for the 'Items', 'Sales Order' and 'Sales Order Item' attribute types. Because these are user defined, they are not included in the default view but can be added a saved column layout. Item, Sales Order and Sales Order Item attributes are not included in the help documentation.

Software Version: 2021.xx.xx and newer

Table of Contents

type	flat

Page Header

Search

Search Options

Description

Date Range

Insert excerpt

	Inq - Transaction Date
	Inq - Transaction Date
nopanel	true

This is a date range control that allows users to select a single date or a range of dates, formatted from the users 'Date Format' preference. This is required to return results and defaults with a date range of the past 30 days.

Carrier

Insert excerpt

	Inq - Carrier
	Inq - Carrier
nopanel	true

This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt

	Def - Carrier
	Def - Carrier
nopanel	true

The lookup contains a list of all Carriers.

Include Void

Insert excerpt

	Inq - Include
	Inq - Include
nopanel	true

This is a Yes/No lookup that required to return results. It defaults as "No".

Item Class

Insert excerpt

	Inq - Item Class
	Inq - Item Class
nopanel	true

This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt

	Def - Item Class
	Def - Item Class
nopanel	true

The lookup contains a list of all Item Classes.

Saved Search Options

Insert excerpt

	Search Options for Framework 3.0 - Global
	Search Options for Framework 3.0 - Global
nopanel	true

Search

Insert excerpt

	Search - Search Options
	Search - Search Options
nopanel	true

Customer
Invoice
Purchase Order
Transaction

Site

Insert excerpt

	Inq - Site
	Inq - Site
nopanel	true

It displays as[Site ID]: [Site Name]. This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

The lookup contains a list of all active Sites.

Transaction Class

Insert excerpt

	Inq - Transaction Class
	Inq - Transaction Class
nopanel	true

The values in this lookup are listed alphabetically. If there is more than one Transaction Class for the Transaction Type, then the value in the lookup will display as [Transaction Type] - [Transaction Class]. This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt

	Def - Transaction Class - General
	Def - Transaction Class - General
nopanel	true

The lookup contains a list of all Transaction Classes.

Page Detail

Toolbar Icons

Description

Column Filter Show/Hide

Insert excerpt

	Column Filter Show/Hide - Global
	Column Filter Show/Hide - Global
nopanel	true

Excel

Insert excerpt

	Excel - LV 3.0
	Excel - LV 3.0
nopanel	true

Favorites

Insert excerpt

	Favorites Add/Remove - Global
	Favorites Add/Remove - Global
nopanel	true

Group By Show/Hide

Insert excerpt

	Group By Show/Hide - Global
	Group By Show/Hide - Global
nopanel	true

Help

Insert excerpt

	Help - Global 3.0
	Help - Global 3.0
nopanel	true

Journal Details

Insert excerpt

	Journal Details - LV 3.0
	Journal Details - LV 3.0
nopanel	true

Quick Filter

Insert excerpt

	Quick Filter
	Quick Filter
nopanel	true

Print

Insert excerpt

	Print - LV 3.0
	Print - LV 3.0
nopanel	true

Refresh

Insert excerpt

	Refresh - Global 3.0
	Refresh - Global 3.0
nopanel	true

Saved Column Layouts

Insert excerpt

	Column Layouts for Framework 3.0 - Global
	Column Layouts for Framework 3.0 - Global
nopanel	true

Fields

Description

% Filled UnitsIdentifies the percentage of allocated units versus ordered units for the line item. This can be edited by changing the unit allocation or 'Ord. Units' quantity for the line item. This field is not stored in the database.% Filled WeightIdentifies the percentage of allocated weight versus ordered weight for the line item. This can be edited by changing the weight allocation or 'Ord. Weight' quantity for the line item. This field is not stored in the database.

Address

Insert excerptAddress IDAddress IDnopaneltrue This is can be edited from the 'Address ID' field on the 'Properties' tab of the Customer Addresses Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View.
Insert excerptDef - Customer Address IDDef - Customer Address ID

Checkbox

Insert excerpt

	Checkbox
	Checkbox
nopanel	true

Address ID

Insert excerpt

	Address ID
	Address ID
nopanel	true

This is can be edited from the 'Address ID' field on the 'Properties' tab of the Customer Addresses Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View.

Insert excerpt

	Def - Customer Address ID
	Def - Customer Address ID
nopanel	true

Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK

Address Name

Insert excerpt

	Address ID
	Address ID
nopanel	true

This can be edited from the 'Address Name' field on the 'Properties' tab of the Customer Addresses Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View.

Database Fields: ERPx_ARCustomerAddress.AddressName, ERPh_SOOrderHeader.AddressSK

Alloc

Amount

Identifies the Line Items allocated extended amount

of the line item. This can

, 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

Transaction Record View.

Database

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:

ERPh

ERPx_SOOrderItem.AllocatedAmount

Alloc Units

Amount - Ord.

Identifies the

number of allocated units for

ordered extended amount of the line item

, formatted to the Item's 'Unit Decimals'

. This is a calculated field and can be edited by changing the

unit allocation

'Ord. Units', 'Ord. Weight' or 'Price' fields of the line item

.

Database Field: ERPh_SOOrderItem.AllocatedUnits

Alloc WeightIIdentifies the allocated weight for the line item, formatted to the Item's 'Weight Decimals'. This can be edited by changing the weight allocation of the line item.
Database Field: ERPh_SOOrderItem.AllocatedWeight

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_SOOrderItem.OrderedAmount

Attention To

Insert excerpt

	Attention To
	Attention To
nopanel	true

This can be edited by clicking the 'Ship To' address hyperlink on the 'Home' tab of the Sales Order Record View.

Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPh_SOOrderHeader.ShipAttentionTo

Attribute Class Insert excerptItem Attribute ClassItem Attribute Classnopaneltrue

BOL	Identifies the Bill of Lading associated with the shipment of the line item. This can be edited from the '

Item Attribute Class

BOL' field on the '

Properties

Shipments' tab of the

Item

Sales Order Record View.

Insert excerpt

	Def -

Attribute Class

Bill of Lading
	Def -

Attribute Class

Bill of Lading
nopanel	true

Database Fields:

ERPx

ERPh_

MFAttributeClass

SOOrderHeader.

ClassDescription

BOL,

ERPx

ERPh_

IMItem

LMLoadTransactionItem.

AttributeClassSK

BOL

BOLIdentifies the Bill of Lading associated with the shipment

Brokerage Amt.

Insert excerpt

	Def - Brokerage Amt.
	Def - Brokerage Amt.
nopanel	true

This field displays the 'Program Amt.' of the line item that qualifies for the program. This

can

field is not required. This field is a calculated field and may be edited from the

'BOL' field on the 'Shipments' tab of the Sales Order

Sales Program Details Record View.

Database Field: ERPx_SPProgramSettlementItem.ComputedAmount

Carrier Name

Insert excerpt

Def

	Carrier -

Bill of Lading

Item

Def - Bill of Lading Insert excerptCarrier - ItemCarrier - Itemnopaneltrue

	Carrier - Item
nopanel	true

Database Fields: ERPh_SOOrderHeader.BOL, ERPh_LMLoadTransactionItem.BOL

Carrier Name

This can be edited from the 'Carrier' field for a line item in the item's grid of the Sales Order Record View or the 'Carrier' field on Leg 1 on the Shipment Details Record View.

Insert excerpt

	Def - Carrier
	Def - Carrier
nopanel	true

Database Fields: ERPx_SOCarrier.CarrierName, ERPh_SOOrderItem.CarrierSK

Checkbox

Created

Insert excerpt

Checkbox

	Created

Checkbox

	Created
nopanel	true

This field is required.

Database Field: ERPx_SOOrderHeader.CreatedDate

Created By

Identifies the name of the user that created the item. It is formatted to be the "logged-in" users [User First Name] + [User Last Name]. This is a system assigned value and is never editable by a user

Insert excerpt

	Created By
	Created By
nopanel	true

This field is required.

Database Field:

ERPh

ERPx_

SOOrderItem

SOOrderHeader.CreatedBy

Created Date

Identifies the date the item was created, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user.

Database Field: ERPh_SOOrderItem.CreatedDate

Created Time

Identifies the time the item was created, formatted in 'HH:MM:SS'. This is a system assigned value and is never editable by a user.

Database Field: ERPh_SOOrderItem.CreatedDate

Currency Insert excerptCurrencyCurrency

Currency

Insert excerpt

	Currency
	Currency
nopanel	true

This comes from the 'Currency' field in the 'Home' tab of the Sales Order Record View. This field is not editable.

Insert excerpt

	Def - Currency
	Def - Currency
nopanel	true

Database Fields: ERPx_MFCurrency.CurrencyID, ERPh_SOOrderHeader.CurrencySK

Customer ID

Insert excerpt

	Customer ID - Transaction
	Customer ID - Transaction
nopanel	true

This

comes

can be edited from the '

Currency' field in the 'Home' tab of the Sales Order Record View. This field is not editable. Insert excerptDef - CurrencyDef - Currencynopaneltrue

Database Fields: ERPx_MFCurrency.CurrencyID, ERPh_SOOrderHeader.CurrencySK

Customer Insert excerptCustomer ID - TransactionCustomer ID - TransactionnopaneltrueThis can be edited from the 'Customer ID' field on

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 Order Record View.

Insert excerpt

	Def - Customer ID
	Def - Customer ID
nopanel	true

Database Fields: ERPx_ARCustomer.CustomerID, ERPh_SOOrderHeader.CustomerSK

Customer Name

Insert excerpt

	Customer Name - Transaction
	Customer Name - Transaction
nopanel	true

This can be edited from the 'Customer Name' field on the 'Properties' tab of the Customer Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View.

Insert excerpt

	Def - Customer Name
	Def - Customer Name
nopanel	true

Database Fields: ERPx_ARCustomer.CustomerName, ERPh_SOOrderHeader.CustomerSK

Days Out

Freight Amt.

Identifies the

number of days before the order is shipped and can be either positive or negative

freight amount for the line item on the transaction. This field is not required. This can be edited

from

by updating the '

Default Ship By' field on the 'Home' tab of the Sales Order

Freight Rate', 'Surcharge %' or 'Other Charges' fields on the Shipment Details Record View. This is a calculated field

is tab of the Sales Order Record View

and not stored in the database.

Insert excerpt

	Def - Freight Amt.
	Def - Freight Amt.
nopanel	true

GL Date

Insert excerpt

	GL Date
	GL Date
nopanel	true

This is required for the transaction to be saved in a status of 'Approved' and greater and can be edited from the 'GL Date' field on the 'Shipments' tab of the Sales Order Record View. If the GL Date is missing, this comes from:

The 'Shipped' date on the 'Shipments' tab of the Sales Order Record View.
If the 'Shipped' date is blank, this comes from the 'Ship By' date on the 'Shipments' tab of the Sales Order Record View.
If all else fails, this comes from the 'Order Date' on the 'Home' tab of the Sales Order Record View.
If the 'Single Date Management' property on the associated transaction class is set to "Yes", then this will default from the 'Order Date' on the 'Home' tab of the Sales Order Record View.

Database Field: ERPh_SOInvoiceHeader.GLDate

GL Period

Insert excerpt

	GL Period
	GL Period
nopanel	true

This can be edited from the 'GL Date' field on the 'Shipments' tab of the Sales Order Record View. This field is not stored in the database.

GL Year

Insert excerpt

	GL Year
	GL Year
nopanel	true

This can be edited from the 'GL Date' field on the 'Shipments' tab of the Sales Order Record View. This field is not stored in the database.

Inside Salesperson Name Insert excerptSalesperson - InsideSalesperson - Insidenopaneltrue This can be edited from the 'Salesperson - Inside Sales' field on the 'Properties'

Gross Margin Amt.

Identifies the profit amount, using only product costs, for the line item. 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 excerpt

	Def -

Salesperson

Gross Margin Amt.
	Def -

Salesperson

Gross Margin Amt.
nopanel	true

Insert excerptDef - Salesperson - InsideDef - Salesperson - Inside

Gross Margin Pct.

Identifies the percentage of profit, using only product costs, for the line item. 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 excerpt

	Def - Gross Margin Pct.
	Def - Gross Margin Pct.
nopanel	true

Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPh_SOOrderHeader.InsideSalespersonSK

Invoice

Insert excerpt

	Invoice Number
	Invoice Number
nopanel	true

This can be edited from the 'Invoice #' field for the associated shipment on the 'Shipments' tab of the Sales Order Record View.

Database Fields: ERPh_SOInvoiceHeader.InvoiceNumber, ERPh_LMLoadTransaction.InvoiceHeaderSK

Invoice Item: Description

Identifies the Item ID and Sales Invoice Description.This can be edited from the 'Item ID' and 'Sales Invoice Description' fields on the 'Properties' tab of the Item Record View.

Insert excerpt

	Def - Item ID
	Def - Item ID
nopanel	true

Insert excerpt

	Def - Sales Invoice Description
	Def - Sales Invoice Description
nopanel	true

Database Field: ERPh_SOOrderItem.ItemSalesInvoiceDescription

Invoiced

Identifies the date the shipment containing the item was invoiced, formatted from the users 'Date Format' preference. This can be edited from the 'Invoiced' field on the 'Shipments' tab of the Sales Order Record View.

Database Field: ERPh_SOInvoiceHeader.InvoiceDate

Item Attribute Class

Insert excerpt

	Item Attribute Class
	Item Attribute Class
nopanel	true

This is not required and can be edited from the 'Item Attribute Class' field on the 'Properties' tab of the Item Record View.

Insert excerpt

	Def - Attribute Class
	Def - Attribute Class
nopanel	true

Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPx_IMItem.AttributeClassSK

Item Class

Insert excerpt

	Item Class
	Item Class
nopanel	true

This can be edited from the 'Item Class' field on the 'Properties' tab of the Item Record View.

Insert excerpt

	Def - Item Class
	Def - Item Class
nopanel	true

Database Field: ERPx_IMItem.ItemClass.Description

Item Type

Insert excerpt

	Item Type
	Item Type
nopanel	true

This field is not editable once the item has been created.

Database Field: ERPx_IMItemType.Description

Item: Description

Insert excerpt

	Item ID & Item Description
	Item ID & Item Description
nopanel	true

This can be edited from the 'Item ID' and 'Item Description' fields on the 'Properties' tab of the Item Record View.

Insert excerpt

	Def - Item ID
	Def - Item ID
nopanel	true

Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPh_SOOrderItem.OrderItemSK

Last Updated

Insert excerpt

	Last Updated

ByIdentifies the name of the user that last updated the item. It is formatted to be the "logged-in" users [User First Name] + [User Last Name]. This is a system assigned value and is never editable by a user


	Last Updated
nopanel	true

This field is required.

Database Field: ERPx_SOOrderHeader.LastUpdated

Last Updated By

Insert excerpt

	Last Updated By
	Last Updated By
nopanel	true

This field is required.

Database Field:

ERPh

ERPx_

SOOrderItem

SOOrderHeader.LastUser

Last Updated Date

Net Margin Amt.

Identifies the

date

final profit amount for the

item was last updated, formatted from the users 'Date Format' preference

line item. This

is a system assigned value and is never editable by a user.

Database Field: ERPh_SOOrderItem.LastUpdated

Last Updated Time

Identifies the time the item was last updated, formatted in 'HH:MM:SS'. This is a system assigned value and is never editable by a user.

Database Field: ERPh_SOOrderItem.LastUpdated

Ord AmountIdentifies the ordered extended amount of the line item. This can be edited by changing the 'Ord. Units', 'Ord. Weight' or 'Price' fields of a line item on the Sales Order

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 excerpt

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

Net Margin Pct.

Identifies the percentage of final profit for the line item. 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 excerpt

	Def - Net Margin Pct.
	Def - Net Margin Pct.
nopanel	true

Other Accrual Amt.

Insert excerpt

	Def - Other Accrual Amt.
	Def - Other Accrual Amt.
nopanel	true

This field displays the 'Program Amt.' of the line item that qualifies 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:

ERPh

ERPx_

SOOrderItem

SPProgramSettlementItem.

OrderedAmount

ComputedAmount

Ord

Pct. Filled Units

Identifies the

number

percentage of allocated units versus ordered units for the line item

, formatted to the Item's 'Unit Decimals'

. This is a calculated field and can be edited by changing the unit allocation or 'Ord. Units'

column of the Sales Items List View or the 'Ord. Units' field in the Items grid of the Sales Order Record View.

Database Field: ERPh_SOOrderItem.OrderedUnits

Ord WeightIdentifies the ordered weight for the line item,

quantity for the line item. It is calculated as [Allocated Unit Quantity] / [Ordered Unit Quantity] * 100. This field is not stored in the database.

Pct. Filled Weight

Identifies the percentage of allocated weight versus ordered weight for the line item. This is a calculated field and can be edited by changing the weight allocation or 'Ord. Weight' quantity for the line item. It is calculated as [Allocated Weight] / [Ordered Weight] * 100. This field is not stored in the database.

Price

Insert excerpt

	Price
	Price
nopanel	true

It is formatted to the Item's '

Weight

Price Decimals'.

This

It can be edited

by changing

from the '

Ord. Weight

Price' column

on

of the Sales Items List View or the '

Ord. Weight

Price' field in the Items grid

of

on the Sales Order Record View.

Database Field: ERPh_SOOrderItem.

OrderedWeight
Outside Salesperson Name

ItemPrice

Price UOM

Insert excerpt

Salesperson

	UOM -

Outside

Price

Salesperson

	UOM -

Outside

Price
nopanel	true

This

It can be edited from the '

Salesperson - Outside Sales

Price UOM' field

on the 'Properties' tab

in the Items grid of the Sales Order Record View.

Insert excerpt

	Def -

Salesperson

UOM
	Def -

Salespersonnopaneltrue Insert excerptDef - Salesperson - OutsideDef - Salesperson - Outside

UOM
nopanel	true

Database Fields:

ERPx_

SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPh_SOOrderHeader.SalesPersonSKPrice Insert excerptPricePricenopaneltrue It is formatted to the Item's 'Price Decimals'. It can

IMUOM.UOMName, ERPx_IMItem.DefaultSOPriceUOMSK
Product Cost Amt.	Identifies the actual cost of the line item. 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 '

Price' column of the Sales Items List View or the 'Price' field in the Items grid on the Sales Order Record View.

Database Field: ERPh_SOOrderItem.ItemPrice

Price UOMUOM - Price

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

Insert excerpt

UOM - Price

Purchase Order
	Purchase Order
nopanel	true

It

This can be edited from the '

Price UOM

Purchase Order' field

in the Items grid

on the 'Home' tab of the Sales Order Record View.

Insert excerpt

	Def -

UOM

Purchase Order
	Def -

UOMProduction Inst

Displays the first 100 characters from the line item's 'Production Inst.' note type. This is can be edited from the Notes Dialog Box for the associated line item.

Database Field: ERPh_SOOrderItemNote.Note

Purchase Order

Purchase Order
nopanel	true

Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.DefaultSOPriceUOMSK

Purchase Order

Database Field: ERPh_SOOrderHeader.PurchaseOrder

Salesperson - Inside

Insert excerpt

Purchase Order

Salesperson - Inside
	Salesperson - Inside
nopanel	true

This is not required and can be edited from the '

Purchase Order

Salesperson - Inside Sales' field on the '

Home

Properties' tab of the Sales

Order

Transaction Record View.

Insert excerpt

	Def -

Purchase Order

Salesperson
	Def -

Purchase Order

Salesperson
nopanel	true

Database Field: ERPh_SOOrderHeader.PurchaseOrder

Ship City/StateDisplays the destination City and State the shipment containing the item. This

Insert excerpt

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

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

Salesperson - Outside

Insert excerpt

	Salesperson - Outside
	Salesperson - Outside
nopanel	true

This is not required and can be edited from the '

City' and 'State' fields

Salesperson - Outside Sales' field on the 'Properties' tab of

the Customer Addresses

the Sales Transaction Record View.

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

Insert excerpt

	Def -

Address - City

Salesperson
	Def -

Address - City

Salesperson
nopanel	true

Insert excerpt

	Def -

Address

Salesperson -

State

Outside
	Def -

Address

Salesperson -

State

Outside
nopanel	true

Database

Database Fields:

ARCustomerAddress.City,

ERPx_

ARCustomerAddress.State

SPSalesperson.Salespersonname where SalespersonTypeEN = 1,

ERPh

ERPx_SOOrderHeader.

ShipCity, ERPh_SOOrderHeader.ShipState

SalesPersonSK

Ship

Country

City/State

Displays

the Country the item's shipment will be shipped to

the destination City and State the shipment containing the item. This can be edited from the '

Country

City'

field on the '

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.

Insert excerpt

	Def - Address - City
	Def - Address -

Country

City
nopanel	true

Insert excerpt

	Def - Address - State
	Def - Address -

Country

State
nopanel	true

Database

Database Fields: ARCustomerAddress.City, ERPx_ARCustomerAddress.

Country

State, ERPh_SOOrderHeader.ShipCity, ERPh_SOOrderHeader.

ShipCountry

ShipState

Ship

Phone

Country

Displays the

phone number at

Country the

address where

item's shipment will be shipped to. This can be edited from the '

Phone

Country' field on the 'Properties' tab of the Customer Addresses Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View.

Insert excerpt

	Def - Address -

Phone 1

Country
	Def - Address -

Phone 1

Country
nopanel	true

Database Fields: ERPx_ARCustomerAddress.

Phone1

Country, ERPh_SOOrderHeader.

ShipPhone1

ShipCountry

ShipmentShippedIdentifies the date the item's shipment left the site, formatted from the users 'Date Format' preference

Ship Phone

Identifies the Shipment ID of the shipment containing the line item. Clicking on the link opens the Shipment Record View. The shipment ID is auto generated based on a combination of Carrier, Site and Ship By Date and is not editable.

Database Field: ERPh_LMLoadHeader.LoadID

Displays the phone number at the address where item's shipment will be shipped to. This can be edited from the '

Shipped

Phone' field on the '

Shipments

Properties' tab of

the Sales Order Record View.

Database Fields: ERPh_LMLoadHeader.ActualShipDate, ERPh_SOOrderHeader.ActualShipDate

SiteIdentifies the Site ID where the item will ship from. This can be edited from the 'Site ID

the Customer Addresses Record View. It comes from the 'Ship To' field on the '

Properties' tab of the Site Record View. It comes from the 'Site' field on the 'Shipments'

Home' tab of the Sales Order Record View.

Insert excerpt

	Def -

Site

Address - Phone 1
	Def -

Site

Address - Phone 1
nopanel	true

Database Fields: ERPx_

MFSite

ARCustomerAddress.

SiteID

Phone1, ERPh_

LMLoadHeader

SOOrderHeader.

SiteSk

ShipPhone1

Site Name

Shipment

Identifies the

name

Shipment ID of the

Site where

shipment containing the line item

will ship from. This can be edited from the 'Site Name' field on the 'Properties' tab of the Site Record View. It comes from the 'Site

. Clicking on the link opens the Shipment Record View. The shipment ID is auto generated based on a combination of Carrier, Site and Ship By Date and is not editable.

Database Field: ERPh_LMLoadHeader.LoadID

Shipped

Identifies the date the item's shipment left the site, formatted from the users 'Date Format' preference. This can be edited from the 'Shipped' field on the 'Shipments' tab of the Sales Order Record View.

excerpt-include

Database Fields: ERPh_LMLoadHeader.ActualShipDate, ERPh_SOOrderHeader.ActualShipDate

Site

Identifies the Site ID where the item will ship from. This can be edited from the 'Site ID' field on the 'Properties' tab of the Site Record View. It comes from the 'Site' field on the 'Shipments' tab of the Sales Order Record View.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

Database Fields: ERPx_MFSite.

SiteName

SiteID, ERPh_LMLoadHeader.SiteSk

Sub for Item

Site Name

Identifies

the Item ID the line item was substituted for. It

the name of the Site where the item will ship from. This 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.

Database Field: ERPh_SOOrderItem.OriginTransactionItemSK

Sub Item Identifies if the line item has a substitute item on the same transaction. This 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. Trans Date Insert excerptDoc DateDoc Datenopaneltrue It is formatted from the users 'Date Format' preference. This

from the 'Site Name' field on the 'Properties' tab of the Site Record View. It comes from the 'Site' field on the 'Shipments' tab of the Sales Order Record View.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

Database Fields: ERPx_MFSite.SiteName, ERPh_LMLoadHeader.SiteSk

Status

Insert excerpt

	Status
	Status
nopanel	true

This is required and can be edited from the '

Order Date

Status'

field

on the 'Home' tab of the Sales

Order

Transaction Record View.

Database Field: ERPh_SOOrderHeader.OrderDate

Transaction Identifies the unique Transaction ID associated with the line item. Clicking on the link opens the corresponding transaction record view. This is a system assigned value and is not editable.

Insert excerpt

	Def - Status
	Def - Status
nopanel	true

The Statuses that apply to transactions in this List View include:

Insert excerpt

	Def -

Transaction ID - Sales

Status - Ready to Post
	Def -

Transaction ID - Sales

Status - Ready to Post
nopanel	true

Database Field: ERPh_SOOrderHeader.OrderID

Transaction Class Insert excerptTransaction ClassTransaction Classnopaneltrue This comes from the 'Transaction Class' value selected by the user on the Select Ship-To page when the sales order or sales quote was created. It is not editable.

Insert excerpt

	Def - Status - Posted
	Def - Status - Posted
nopanel	true

Insert excerpt

	Def -

Transaction Class

Status -

General

Void
	Def -

Transaction Class

Status -

General

Void
nopanel	true

Database

Field:

Fields: ERPx_SOOrderStatus.OrderStatusName, ERPx_

SOOrderType

SOOrderHeader.

DocumentID
Transaction Typeexcerpt

OrderStatusSK

Sub for Item

Identifies the Item ID the line item was substituted for. It 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.

Database Field: ERPh_SOOrderItem.OriginTransactionItemSK

Sub. Item

Identifies if the line item has a substitute item on the same transaction. This 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.

Trans Class

Insert excerpt

	Transaction Class
	Transaction Class
nopanel	true

This is required and comes from the 'Transaction Class' value selected by the user on the Select Ship-To page when the sales order or sales quote was created. It is not editable.

Insert excerpt

	Def - Transaction Class - General
	Def - Transaction Class - General
nopanel	true

Database Field: ERPx_SOOrderType.DocumentID

Trans Date

Insert excerpt

	Doc Date
	Doc Date
nopanel	true

It is formatted from the users 'Date Format' preference. This can be edited from the 'Order Date' field on the 'Home' tab of the Sales Order Record View.

Database Field: ERPh_SOOrderHeader.OrderDate

Trans Type

Excerpt-include

	Transaction Type
	Transaction Type

nopaneltrue This


nopanel	true

This is required. It is a system assigned value and is not editable. The transaction types are: Quote, Order, Return and Price Adjustment.

Insert excerpt

	Def - Transaction Types
	Def - Transaction Types
nopanel	true

Database Field: ERPx_ARTransactionType.TransactionName

Transaction

Identifies the unique Transaction ID associated with the line item. Clicking on the link opens the corresponding transaction record view. This is a system assigned value and is not editable.

The transaction types are: Quote, Order, Return and Price Adjustment.

Insert excerpt

	Def - Transaction

Types

ID - Sales
	Def - Transaction ID -

Transaction Typesnopaneltrue

Sales
nopanel	true

Database Field: ERPh_SOOrderHeader.OrderID

Units

Identifies 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_

ARTransactionType

SOOrderItem.

TransactionName
Unit to Weight Conversion

AllocatedUnits
Units - Ord.	Identifies the

conversion rate from the Units UOM to the Weight UOM

'Ordered Units' for the line item, formatted to the Item's 'Unit Decimals'. This is not required and can be edited

from the 'Multiply By' field on the 'Conversions' tab of the associated UOM schedule

by changing the 'Ord. Units' column of the Sales Items List View based on the settings in the /wiki/spaces/HELP/pages/1081622 master file.

This field is disabled if an item's 'Manage Items By' property is "Weight Only".

Database Field: ERPx_

IMUOMConversion

SOOrderItem.

ConversionValue

OrderedUnits

Units UOM

Insert excerpt

	UOM - Units
	UOM - Units
nopanel	true

This can be edited from the 'Units UOM' field in the Items grid on the Sales Order Record View.

Insert excerpt

	Def - UOM
	Def - UOM

nopaneltrue

Database Fields: ERPx_IMUOM.UOMName, ERPh_SOOrderItem.UnitUOMSK

Weight to Unit Conversion

Identifies the conversion rate from the Weight UOM to the Units UOM for the line item. This can be edited from the 'Multiply By' field on the 'Conversions' tab of the associated UOM schedule


nopanel	true

Database Fields: ERPx_IMUOM.UOMName, ERPh_SOOrderItem.UnitUOMSK

Weight

Identifies 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_SOOrderItem.AllocatedWeight

Weight - Ord.

Identifies the 'Ordered Weight' for the line item, formatted to the Item's 'Unit Decimals'. This is not required and can be edited by changing the 'Ord. Weight' column of the Sales Items List View based on the settings in the /wiki/spaces/HELP/pages/1081622 master file.

If the item's 'Allow Variable Ordered Qty' property is set to "Yes", then this field can be edited by changing the 'Ord. Weight' of the line item based on the settings in the /wiki/spaces/HELP/pages/1081622 master file.

This field is disabled if an item's 'Manage Items By' property is "Units Only".

Database Field: ERPx_

IMUOMConversion

SOOrderItem.

ConversionValue

OrderedWeight

Weight UOM

Insert excerpt

	UOM - Weight
	UOM - Weight
nopanel	true

This can be edited from the 'Weight UOM' field in the Items grid on the Sales Order Record View.

Insert excerpt

	Def - UOM
	Def - UOM
nopanel	true

Database Fields: ERPx_IMUOM.UOMName, ERPh_SOOrderItem.WeightUOMSK

Version	Old Version 15	New Version 16
Changes made by	Tom Williams	Tom Williams
Saved on	Mar 25, 2021	Apr 16, 2021

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