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Insert excerptDef - Sales ItemsDef - Sales Itemsnopaneltrue The purpose of this inquiry is to display items on sales transactions that have been posted. Users may utilize search options to filter the results. From this inquiry, users may open the corresponding sales transaction, invoice or shipment detail.

(lightbulb) This inquiry also contains columns for each Attribute that is set up for the 'Items', 'Logistics' 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, Load Management (Logistics) and Sales Order Item attributes are not included in the help documentation.

Software Version: 2021.xx.xx and newer

Table of Contents
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Page Header

...

Search Options

...

Description

...

The lookup contains a list of all 'Active' Carriers.

...

Insert excerpt
Def -

...

Sales Items
Def -

...

Sales Items
nopaneltrue
The

...

Used to select the type of date to search on. This is a single-select standard lookup that is required to return results. It defaults as "Ordered".

The lookup contains the values "Ordered", "Shipped" and "Invoiced".

...

purpose of this inquiry is to display items on sales transactions that have been posted. Users may utilize search options to filter the results. From this inquiry, users may open the corresponding sales transaction, invoice or shipment detail.

(lightbulb) This inquiry also contains columns for each Attribute that is set up for the 'Items', 'Logistics' 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, Load Management (Logistics) and Sales Order Item attributes are not included in the help documentation.

Software Version: 2021.xx.xx and newer

Table of Contents
typeflat

Page Header

Toolbar IconsDescriptionColumn Filter Show/Hide


an option for "Voids"This is a multi
Search Options
Description
Carrier

Insert excerpt
Inq - Carrier
Inq - Carrier
nopaneltrue
This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt
Def - Carrier
Def - Carrier
nopaneltrue

The lookup contains

a list of all 'Active' Carriers.

ItemCustomer

Insert excerpt
Inq -
Item
Customer
Inq -
Item
Customer
nopaneltrue
This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt
Def -
Item
Customer
Def -
Item
Customer
nopaneltrue

The lookup contains a list of all 'Active'ItemsCustomers.

Item ClassDate Range

Insert excerpt
Inq -
Item Class
Inq - Item Class
nopaneltrue
Transaction Date
Inq - Transaction Date
nopaneltrue
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.

Date Type

Used to select the type of date to search on. This is a single-select standard lookup that is

not

required to return results. It defaults as

blank.
Insert excerptDef - Item ClassDef - Item Classnopaneltrue

The lookup contains a list of all 'Active' Item Classes.

Saved Search Options Insert excerptSearch Options for Framework 3.0 - GlobalSearch Options for Framework 3.0 - GlobalnopaneltrueSearch Insert excerptSearch - Search OptionsSearch - Search Optionsnopaneltrue
  • Attribute Values
  • Carrier
  • Customer
  • Invoice
  • Item Description
  • Item ID
  • Order #
  • Purchase Order
  • Site ID
  • Site Name
Site

"Ordered".

The lookup contains the values "Ordered", "Shipped" and "Invoiced".

Include
Used to specify the whether transactions in a status of "Void" should be included. This is a single-select standard lookup that is not required to return results. It defaults as blank.
The lookup contains an option for "Voids".
Item

Insert excerpt
Inq -

Site

Item
Inq -

Site

Item
nopaneltrue

It displays as [Site ID]: [Site Name].

This is a multi-

select

select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt
Def -

Site

Item
Def -

Site

Item
nopaneltrue

The lookup contains a list of all 'Active'

Sites

Items.

Trans Item Class

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Inq -

Transaction

Item Class
Inq -

Transaction

Item Class
nopaneltrue

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

Item Class

- General

Def -

Transaction

Item Class

- General

nopaneltrue

The lookup contains a list of all 'Active'

Transaction

Item Classes.

Page Detail

Column Filter Show/Hide - Global

Saved Search Options
Insert excerpt
Search Options for Framework 3.0 - Global
Search Options for Framework 3.0 - Global
nopaneltrue
Search

Insert excerpt

Column Filter Show/Hide - Global

Search - Search Options
Search - Search Options
nopaneltrue

Excel Insert excerptExcel - LV 3.0Excel - LV 3.0nopaneltrueFavoritesFavorites Add/Remove - Global

  • Attribute Values
  • Carrier
  • Customer
  • Invoice
  • Item Description
  • Item ID
  • Order #
  • Purchase Order
  • Site ID
  • Site Name
Site

Insert excerpt

Favorites Add/Remove - Global

Inq - Site
Inq - Site
nopaneltrue

Group By Show/HideGroup By Show/Hide - Global

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

Group By Show/Hide - Global

Def - Site
Def - Site
nopaneltrue

HelpHelp - Global 3.0

The lookup contains a list of all 'Active' Sites.

Trans Class

Insert excerpt

Help - Global 3.0

Inq - Transaction Class
Inq - Transaction Class
nopaneltrue

Print Insert excerptPrint - LV 3.0Print - LV 3.0nopaneltrueQuick Filter Insert excerptQuick FilterQuick FilternopaneltrueRefresh Insert excerptRefresh - Global 3.0Refresh - Global 3.0nopaneltrueSaved Column Layouts Insert excerptColumn Layouts for Framework 3.0 - GlobalColumn Layouts for Framework 3.0 - GlobalnopaneltrueViewFieldsDescriptionCheckbox Insert excerptCheckboxCheckboxnopaneltrue

Address ID

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 Transaction Record View.
Insert excerptDef - Customer Address IDDef - Customer Address IDnopaneltrue

Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK

Address Name Insert excerptAddress IDAddress IDnopaneltrue 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 Transaction Record View.

Database Fields: ERPx_ARCustomerAddress.AddressName, ERPh_SOOrderHeader.AddressSK

Amount

Identifies 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_SOOrderItem.AllocatedAmount

Amount - Ord.

Identifies the ordered extended amount of the line item. This is a calculated field and can be edited by changing the 'Ord. Units', 'Ord. Weight' or 'Price' fields of the 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_SOOrderItem.OrderedAmount

Attention To  Insert excerptAttention ToAttention Tonopaneltrue This can be edited by clicking the 'Ship To' address hyperlink

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
nopaneltrue

The lookup contains a list of all 'Active' Transaction Classes.


Page Detail

Def - Brokerage Amt. field displays Program Amt. 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.

(lightbulb) This field uses the Ordered Ext Amount for calculations on transactions where the Status is less than "Shipped" and the Allocated Ext Amount on transactions where the Status is "Shipped" or greater.

Database Field: ERPx_SPProgramSettlementItem.ComputedAmount

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

Database Fields: ERPx_SOCarrier.CarrierName, ERPh_SOOrderItem.CarrierSK

 This field is required.

Database Field: ERPx_SOOrderHeader.CreatedDate

This field is required.

Database Field: ERPx_SOOrderHeader.CreatedBy

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

Database Fields: ERPx_MFCurrency.CurrencyID, ERPh_SOOrderHeader.CurrencySK

This 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.Def - Customer IDSales Transaction Record View. It is not editable. 

Database Fields: ERPx_ARCustomerAddress.AddressName, ERPh_SOOrderHeader.AddressSK

Identifies the freight amount for the line item 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. Freight Amt. Freight Amt.

(lightbulb) This field uses the Ordered Ext Amount for calculations on transactions where the Status is less than "Shipped" and the Allocated Ext Amount on transactions where the Status is "Shipped" or greater.

Toolbar IconsDescription
Column Filter Show/Hide
Insert excerpt
Column Filter Show/Hide - Global
Column Filter Show/Hide - Global
nopaneltrue
Excel
Insert excerpt
Excel - LV 3.0
Excel - LV 3.0
nopaneltrue
Favorites
Insert excerpt
Favorites Add/Remove - Global
Favorites Add/Remove - Global
nopaneltrue
Group By Show/Hide
Insert excerpt
Group By Show/Hide - Global
Group By Show/Hide - Global
nopaneltrue
Help
Insert excerpt
Help - Global 3.0
Help - Global 3.0
nopaneltrue
Print
Insert excerpt
Print - LV 3.0
Print - LV 3.0
nopaneltrue
Quick Filter
Insert excerpt
Quick Filter
Quick Filter
nopaneltrue
Refresh
Insert excerpt
Refresh - Global 3.0
Refresh - Global 3.0
nopaneltrue
Saved Column Layouts
Insert excerpt
Column Layouts for Framework 3.0 - Global
Column Layouts for Framework 3.0 - Global
nopaneltrue
View

Insert excerpt
View - Options in Same Tab 3.0
View - Options in Same Tab 3.0
nopaneltrue

FieldsDescription
Checkbox
Insert excerpt
Checkbox
Checkbox
nopaneltrue

Address ID

Identifies the Bill of Lading associated with the shipment of the line item. This can be edited from the 'BOL' field on the 'Shipments' tab of the Sales Transaction Record View.

Insert excerpt
Address ID
Address ID
nopaneltrue
This comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View.


Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPh_SOOrderHeader.ShipAttentionTo

BOL

It is not editable. 

Insert excerpt
Def -
Bill of Lading
Customer Address ID
Def -
Bill of Lading
Customer Address ID
nopaneltrue

Database Fields: ERPhERPx_SOOrderHeaderARCustomerAddress.BOLAddressID, ERPhERPx_LMLoadTransactionItemSOOrderHeader.BOL

Brokerage Amt.

AddressSK

Address Name

Insert excerpt

Def - Brokerage Amt.

Address ID
Address ID
nopaneltrue
This

comes from the 'Ship To' field on the '

Home' tab of the

Carrier Name
Insert excerpt
Carrier - ItemCarrier - Item
nopaneltrue
Insert excerpt
Def - CarrierDef - Carrier
nopaneltrue
Created
Insert excerpt
CreatedCreated
nopaneltrue
Created By
Insert excerpt
Created ByCreated By
nopaneltrue
Currency 
Insert excerpt
CurrencyCurrency
nopaneltrue
Insert excerpt
Def - CurrencyDef - Currency
nopaneltrue
Customer ID

Insert excerpt
Customer ID - TransactionCustomer ID - Transaction
nopaneltrue
Insert excerpt
Def - Customer ID
Amount

Identifies the Line Item's allocated extended amount, formatted to 2 decimal places. This is a calculated field that is not editable.

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_SOOrderItem.AllocatedAmount

Amount - Ord.

Identifies the Line Item's ordered extended amount, formatted to 2 decimal places.  This is a calculated field that is not editable.

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: ERPh_SOOrderItem.OrderedAmount

Attention To 

Insert excerpt
Attention To
Attention To
nopaneltrue
This can be edited by clicking the 'Ship To' address hyperlink on the 'Home' tab of the Sales Transaction Record View.

Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPh_SOOrderHeader.ShipAttentionTo

BOL

Identifies the Bill of Lading associated with the shipment of the line item. This comes from the 'BOL' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable. 

Insert excerpt
Def - Bill of Lading
Def - Bill of Lading
nopaneltrue

Database Fields: ERPh_SOOrderHeader.BOL, ERPh_LMLoadTransactionItem.BOL

Brokerage Amt.

Insert excerpt
Def - Brokerage Amt.
Def - Brokerage Amt.
nopaneltrue
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.

(lightbulb) This field uses the Ordered Ext Amount for calculations on transactions where the Status is less than "Shipped" and the Allocated Ext Amount on transactions where the Status is "Shipped" or greater.

Database Field: ERPx_SPProgramSettlementItem.ComputedAmount

Carrier Name

Insert excerpt
Carrier - Item
Carrier - Item
nopaneltrue
 This comes from the 'Carrier' field on the 'Shipments' tab of the Sales Transaction Record View or the 'Carrier' field on Leg 1 on the Shipment Details Record View. It is not editable. 

Insert excerpt
Def - Carrier
Def - Carrier
nopaneltrue

Database Fields:   ERPx_ARCustomerSOCarrier.CustomerID, ERPhCarrierName, ERPh_SOOrderItem.CarrierSK

Created

Insert excerpt
Created
Created
nopaneltrue

Database Field: ERPx_SOOrderHeader.CustomerSKCreatedDate

Customer NameCreated By

Customer Name - Transaction
Insert excerpt
Customer Name - Transaction
Created By
Created By
nopaneltrue
 

Database Field: ERPx_SOOrderHeader.CreatedBy

Currency 

Insert excerpt
Currency
Currency
nopaneltrue
 This can be edited comes from the 'Currency' associated with 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 Transaction Record Viewtransaction. This field is not editable.

Insert excerpt
Def - Customer NameCurrency
Def - Customer NameCurrency
nopaneltrue

Database Fields: ERPx_ARCustomerMFCurrency.CustomerNameCurrencyID, ERPh_SOOrderHeader.CustomerSK 

Freight Amt.

CurrencySK

Customer ID

Insert excerpt
Customer ID - Transaction
Customer ID - Transaction
nopaneltrue
This comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View. It is not editable. 

Insert excerpt
Def -

Customer ID
Def -

GL Date

Customer ID
nopaneltrue

Database Fields: ERPx_ARCustomer.CustomerID, ERPh_SOOrderHeader.CustomerSK

Customer Name
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

Insert excerpt
GL DateGL DateCustomer Name - Transaction
Customer Name - Transaction
nopaneltrue
 This is required for the transaction to be saved in a status of 'Approved' and greater and can be edited This comes from the 'GL DateShip To' field on the 'ShipmentsHome' tab of the Sales Transaction Record View. If the GL Date is missing, this comes from:

  • The 'Shipped' date on the 'Shipments' tab of the Sales Transaction Record View.
  • If the 'Shipped' date is blank, this comes from the 'Ship By' date on the 'Shipments' tab of the Sales Transaction Record View.
  • If all else fails, this comes from the 'Order Date' on the 'Home' tab of the Sales Transaction Record View.

    • It is not editable. 

    Insert excerpt
    Def - Customer Name
    Def - Customer Name
    nopaneltrue

    Database Fields: ERPx_ARCustomer.CustomerName, ERPh_SOOrderHeader.CustomerSK 

    Freight Amt.

    Identifies the freight amount for the line item 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.

    Insert excerpt
    Def - Freight Amt.
    Def - Freight Amt.
    nopaneltrue

    (lightbulb) This field uses the Ordered Ext Amount for calculations on transactions where the Status is less than "Shipped" and the Allocated Ext Amount on transactions where the Status is "Shipped" or greater.

    GL Date

    Insert excerpt
    GL Date
    GL Date
    nopaneltrue
     This comes from the 'GL Date' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable. 

    Database Field: ERPh_SOInvoiceHeader.GLDate

    GL Period

    Insert excerpt
    GL Period
    GL Period
    nopaneltrue
     This can be edited comes from the 'GL Date' field on the 'Shipments' tab of the Sales Transaction Record View. This field is not stored in the database. It is not editable. 

    GL Year

    Insert excerpt
    GL Year
    GL Year
    nopaneltrue
     This can be edited comes from the 'GL Date' field on the 'Shipments' tab of the Sales Transaction Record View. This field is not stored in the database. It is not editable. 

    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 - Gross Margin Amt.
    Def - Gross Margin Amt.
    nopaneltrue

    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.
    nopaneltrue

    Invoice

    Insert excerpt
    Invoice Number
    Invoice Number
    nopaneltrue
    This can be edited comes from the 'Invoice #' field for the associated shipment on the 'Shipments' tab of the Sales Transaction Record View.    It is not editable. 

    Database Fields: ERPh_SOInvoiceHeader.InvoiceNumber, ERPh_LMLoadTransaction.InvoiceHeaderSK

    Invoice Item: Description

    Identifies the Item ID and Sales Invoice Description. This can be edited comes from the 'Item ID' and 'Sales Invoice Description' fields on the 'Properties' tab of the Item Record View. It is not editable. 

    Insert excerpt
    Def - Item ID
    Def - Item ID
    nopaneltrue
    Insert excerpt
    Def - Sales Invoice Description
    Def - Sales Invoice Description
    nopaneltrue

    Database Field: ERPh_SOOrderItem.ItemSalesInvoiceDescription

    InvoicedIdentifies the date the shipment containing the item was invoiced, formatted from the users 'Date Format' preference. This can be edited comes from the 'Invoiced' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable. 

    Database Field: ERPh_SOInvoiceHeader.InvoiceDate

    Item Attribute Class

    Insert excerpt
    Item Attribute Class
    Item Attribute Class
    nopaneltrue
    This

    is not required and can be edited

    comes from the 'Item Attribute Class' field on the 'Properties' tab of the Item Record View. It is not editable. 

    Insert excerpt
    Def - Attribute Class
    Def - Attribute Class
    nopaneltrue

    Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPx_IMItem.AttributeClassSK

    Item Class

    Insert excerpt
    Item Class
    Item Class
    nopaneltrue
    This can be edited comes from the 'Item Class' field on the 'Properties' tab of the Item Record View. It is not editable. 

    Insert excerpt
    Def - Item Class
    Def - Item Class
    nopaneltrue

    Database Field: ERPx_IMItem.ItemClass.Description

    Item Type

    Insert excerpt
    Item Type
    Item Type
    nopaneltrue
    This comes from the 'Item Type' field on the 'Properties' tab of the Item Record View. It 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
    nopaneltrue
    This can be edited comes from the 'Item ID' and 'Item Description' fields on the 'Properties' tab of the Item Record View. It is not editable. 

    Insert excerpt
    Def - Item ID
    Def - Item ID
    nopaneltrue

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

    Last Updated

    Insert excerpt
    Last Updated
    Last Updated
    nopaneltrue

    This field is required.


    Database Field: ERPx_SOOrderHeader.LastUpdated

    Last Updated By

    Insert excerpt
    Last Updated By
    Last Updated By
    nopaneltrue
    This field is required. 

    Database Field: ERPx_SOOrderHeader.LastUser

    Net Margin Amt.

    Identifies the final profit amount 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 Amt.
    Def - Net Margin Amt.
    nopaneltrue

    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.
    nopaneltrue

    Other Accrual Amt.

    Insert excerpt
    Def - Other Accrual Amt.
    Def - Other Accrual Amt.
    nopaneltrue
     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.

    (lightbulb) This field uses the Ordered Ext Amount for calculations on transactions where the Status is less than "Shipped" and the Allocated Ext Amount on transactions where the Status is "Shipped" or greater.

    Database Field: ERPx_SPProgramSettlementItem.ComputedAmount

    Pct. Filled UnitsIdentifies the percentage of allocated units versus ordered units for the line item. This is a calculated field and can be edited by changing the unit allocation or 'Ord. Units' quantity for the line itemthat is not stored in the database. This field is not editable. It is calculated as [Allocated Unit Quantity] / [Ordered Unit Quantity] * 100. This field is not stored in the database.
    Pct. Filled WeightIdentifies 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 itemthat is not stored in the database. This field is not editable. It is calculated as [Allocated Weight] / [Ordered Weight] * 100. This field is not stored in the database.
    Price

    Insert excerpt
    Price
    Price
    nopaneltrue
    It is formatted to the Item's 'Price Decimals'. It can be edited comes from the 'Price' column of the Sales Items List View or the 'Price' field in the Items grid on the Sales Transaction Record View. It is never editable.

    Database Field: ERPh_SOOrderItem.ItemPrice

    Price UOM

    Insert excerpt
    UOM - Price
    UOM - Price
    nopaneltrue
    It can be edited comes from the 'Price UOM' field in the Items grid of the Sales Transaction Record View. It is never editable.

    Insert excerpt
    Def - UOM
    Def - UOM
    nopaneltrue

    Database Fields: ERPx_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 'Actual Cost' assigned on the Inventory Lot.

    Insert excerpt
    Def - Product Cost Amt.
    Def - Product Cost Amt.
    nopaneltrue

    Database Fields: ERPxERPh_SOOrderItem.ItemActualCostOrderItemActualCost, ERPx_IMLotCostHistory.Cost, ERPx_IMLotBalance.LotSK

    Production Instructions

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

    Database Field: ERPx_SOOrderItemNote.Note

    Purchase Order

    Insert excerpt
    Purchase Order
    Purchase Order
    nopaneltrue
    This can be edited comes from the 'Purchase Order' field on the 'Home' tab of the Sales Transaction Record View. It is not editable. 

    Insert excerpt
    Def - Purchase Order
    Def - Purchase Order
    nopaneltrue

    Database Field: ERPh_SOOrderHeader.PurchaseOrder

    Salesperson - Inside

    Insert excerpt
    Salesperson - Inside
    Salesperson - Inside
    nopaneltrue
    This is not required and can be edited comes from the 'Salesperson - Inside Sales' field on the 'Properties' tab of the Sales Sales Transaction Record View. It is not editable. 

    Insert excerpt
    Def - Salesperson
    Def - Salesperson
    nopaneltrue
    Insert excerpt
    Def - Salesperson - Inside
    Def - Salesperson - Inside
    nopaneltrue

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

    Salesperson - Outside

    Insert excerpt
    Salesperson - Outside
    Salesperson - Outside
    nopaneltrue

    This is not required and can be edited

    This comes from the 'Salesperson - Outside Sales' field on the 'Properties' tab of the

    Sales

    Sales Transaction Record View. It is not editable. 

    Insert excerpt
    Def - Salesperson
    Def - Salesperson
    nopaneltrue
    Insert excerpt
    Def - Salesperson - Outside
    Def - Salesperson - Outside
    nopaneltrue

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

    Ship City/State

    Displays the destination City and State the shipment containing the item. This comes from the 'City' and 'State' fields on the 'Properties' tab of the Customer Addresses Record View when the transaction was created. Once the transaction is posted, this field is not editable.

    Insert excerpt
    Def - Address - City
    Def - Address - City
    nopaneltrue
    Insert excerpt
    Def - Address - State
    Def - Address - State
    nopaneltrue

    Database Fields: ARCustomerAddress.City, ERPx_ARCustomerAddress.State, ERPh_SOOrderHeader.ShipCity, ERPh_SOOrderHeader.ShipState

    Ship Country 

    Displays the Country the item's shipment will be shipped to. This comes from the 'Country' field on the 'Properties' tab of the Customer Addresses Record View when the transaction was created. Once the transaction is posted, this field is not editable.

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    Def - Address - Country
    Def - Address - Country
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    Database Fields: ERPx_ARCustomerAddress.Country, ERPh_SOOrderHeader.ShipCountry

    Ship Phone

    Displays the phone number at the address where item's shipment will be shipped to. This comes from the 'Phone' field on the 'Properties' tab of the Customer Addresses Record View when the transaction was created. Once the transaction is posted, this field is not editable.

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    Def - Address - Phone 1
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    Database Fields: ERPx_ARCustomerAddress.Phone1, ERPh_SOOrderHeader.ShipPhone1

    Shipment

    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

    ShippedIdentifies the date the item's shipment left the site, formatted from the users 'Date Format' preference. This can be edited comes from the 'Shipped' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable. 

    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 Transaction Record View. It is not editable. 

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    Def - Site
    Def - Site
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    Database Fields: ERPx_MFSite.SiteID, ERPh_LMLoadHeader.SiteSk

    Site Name

    Identifies the name of the Site where the 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' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable. 

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    Def - Site
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    Database Fields: ERPx_MFSite.SiteName, ERPh_LMLoadHeader.SiteSk

    Status

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    Status
    Status
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     This is required and can be edited

    This comes from the 'Status' on the 'Home' tab of the Sales Transaction

    Record View.

    Record View. It is not editable. 

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

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    Def - Status - Ready to Post
    Def - Status - Ready to Post
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    Def - Status - Posted
    Def - Status - Posted
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    Def - Status - Void
    Def - Status - Void
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    Database Fields: ERPx_SOOrderStatus.OrderStatusName, 

    ERPx

    ERPh_SOOrderHeader.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 Transaction Record View and adding substitution items for the ordered item on the Sales Order Item Substitution Record View. It is not editable. 

    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 Transaction Record View and adding substitution items for the ordered item on the Sales Order Item Substitution Record View. This field field is not editable and is not stored in the database.
    Trans Class

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    Transaction Class
    Transaction Class
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     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 transaction was created. It is not editable. 

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    Def - Transaction Class - General
    Def - Transaction Class - General
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    Database Field: ERPx_SOOrderTypeDocument.DocumentID

    Trans Date

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    Doc Date
    Doc Date
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    It is formatted from the users 'Date Format' preference. This can be edited comes from the 'Order Date' field on the 'Home' tab of the Sales Transaction Record View. It is not editable. 

    Database Field: ERPh_SOOrderHeader.OrderDate

    Trans Type

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    Transaction Type
    Transaction Type
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     This is required. It

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

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    Def - Transaction Types
    Def - Transaction Types
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    Database Field: ERPx_SOOrderType.OrderTypeName

    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.

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    Def - Transaction ID - Sales
    Def - Transaction ID - Sales
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    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 Viewthat is not editable.

    Database Field: ERPxERPh_SOOrderItem.AllocatedUnits

    Units - Ord.

    Identifies the 'Ordered Units' for the line item, formatted to the Item's 'Unit Decimals'. This is not required and can be edited 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"a calculated field that is not editable.

    Database Field: ERPxERPh_SOOrderItem.OrderedUnits

    Units UOM

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    UOM - Units
    UOM - Units
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    This can be edited comes from the 'Units UOM' field in the Items grid on the Sales Transaction Record View.It is not editable. 

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    Def - UOM
    Def - UOM
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    Database Fields: ERPx_IMUOM.UOMName, ERPh_SOOrderItem.UnitUOMSK

    WeightIdentifies 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 Viewthat is not editable.

    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: ERPxDatabase Field: ERPx_SOOrderItem.AllocatedWeight

    		Weight - Ord.

    ERPh_SOOrderItem.AllocatedWeight

    Weight - Ord.

    Identifies the 'Ordered Weight' for the line item, formatted to the Item's 'Unit Decimals'. This is a calculated field that is not editable.

    Database Field: ERPh_SOOrderItem.OrderedWeight

    Weight UOM

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    UOM - Weight
    UOM - Weight
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    This can be edited comes from the 'Weight UOM' field in the Items grid on the Sales Transaction Record View.It is not editable. 

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    Def - UOM
    Def - UOM
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    Database Fields: ERPx_IMUOM.UOMName, ERPh_SOOrderItem.WeightUOMSK

    ...