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Insert excerptDef - Sales Order Ship ToDef - Sales Order Ship TonopaneltrueADD DEF HERE.  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. change the customer that was previously selected and assigned to the transaction.  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.(lightbulb) 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.Customers and associated ship to addresses. 

Software Version: 2021.xx.xx and newer

Table of Contents
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Page Header 

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Image Removed  Opens the Find Items Record View for users to select from a pre-defined catalog of items or search for items to include in a sales order or sales quote transaction. 

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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:

  1. From the 'Sales Order Carrier' assigned to the Customer Address
  2. From the 'Default Carrier' assigned to the Sales Order Transaction Class
  3. No default exists and the Carrier will be blank 

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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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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 selected transaction class 'Require Freight Terms' property is set to "Yes". If required and no Freight Term defaults are 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:

  1. From the 'Freight Terms' assigned to the Customer Address
  2. From the 'Default Freight Terms' assigned to the Sales Order Transaction Class
  3. No default exists and the Freight Terms will be blank 

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This lookup contains a list of all active Freight Terms.

Database Fields: ERPx_SOFreightTerms.Description

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Order Date

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Database Field: ERPx_SOOrderHeader.OrderDate

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Database Field: ERPx_SOOrderHeader.PurchaseOrder

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Database Field: ERPx_SOOrderHeader.ScheduledShipDate

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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:

  1. From the 'Sales Order Site' assigned to the Customer Address
  2. From the 'Default Ship From Site' assigned to the Sales Order Transaction Class

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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

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  • 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,  it must be unique. Else the message "The Transaction ID you are trying to add has already been used. Please check your transaction class setup to make sure the next document number available has not already been used." will be displayed on Save.

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Database Field: ERPx_SOOrderHeader.OrderID

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This lookup contains a list of all active Transaction Classes where the 'Transaction Type' property is set to "Order" or "Quote".

Database Field: ERPx_SOOrderType.DocumentID

Page Details

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Excel
  • Customer: Opens the Customer Record View for the selected Customer Address. 
    • Address: Opens the Customer Address Record View for users to view Customer Address details.Save & Closetrue 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

    Database Fields: ERPx_SOCarrier.CarrierName, ERPx_ARCustomerAddress.CarrierSK

    City

    Identifies the Freight Terms that is assigned to the Ship To Address ID. This is a non-editable text box that is not required. It defaults from the 'Freight Terms' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Record View or the Customer Addresses Record View.

    Database Fields: ERPx_SOFreightTerms.Description, ERPx_ARCustomerAddress.SOFreightTermsEN

    Database Fields: ERPx_MFSite.SiteName, ERPx_ARCustomerAddress.SiteSK

    Toolbar IconsDescription
    Column Filter Show/Hide
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    Column Filter Show/Hide - GlobalColumn Filter Show/Hide - Global
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    Excel - LV 3.0
    Excel - LV 3.0
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    Group By Show/Hide Grid Layout - GlobalGroup By Show/Hide
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    Help

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    Help - Global
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    		Quick Filter
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    View - Options 3.0View - Options 3.0
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    Search Add Search excerpt here! 
    FieldsDescriptionCheckbox
    Used to select a Customer Address to perform an action or to associate with the transaction.Address

    Displays the value 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
    Def - Address - Address Line 1
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    Database Field: ERPx_ARCustomerAddress.AddressLine1

    Address ID

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    Address ID
    Address ID
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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.

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    Def - Customer Address ID
    Def - Customer Address ID
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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

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    Address Name
    Address Name
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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 
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    Attention ToAttention Tonopanel

    Carrier Name

    Identifies the Carrier that is assigned to the Ship To Address ID. This is a non-editable text box that is not required. It defaults from the 'Sales Order Carrier' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Record View or the Customer Addresses Record View.

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    Displays the destination City where the order will be shipped. 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.

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    Def - Address - City
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    Database Field: ERPx_ARCustomerAddress.City

    Customer

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    Customer ID - Transaction
    Customer ID - Transaction
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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 Record View. This field is editable from the Customer Record View.

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    Database Fields: ERPx_ARCustomer.CustomerID, ERPx_ARCustomerAddress.CustomerSK

    Customer Name

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    Customer Name - Transaction
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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 Record View. This field is editable from the Customer Record View.

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    Database Fields: ERPx_ARCustomer.CustomerName, ERPx_ARCustomerAddress.CustomerSK

    		Freight Terms
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    Site Name

    Identifies the name of the Site (Warehouse) that is assigned to the Ship To Address ID. This is a non-editable text box that is not required. It defaults from the 'Sales Order Site' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Record View or the Customer Addresses Record View.

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    State

    Displays the destination State where the order will be shipped. 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.

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    Def - Address - State
    Def - Address - State
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    Database Field: ERPx_ARCustomerAddress.State

    Zip

    Displays the destination Zip Code where the order will be shipped. 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.

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    Def - Address - Zip
    Def - Address - Zip
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    Database Field: ERPx_ARCustomerAddress.Zip

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