Page Comparison

Insert excerpt

	Def - Sales Transactions
	Def - Sales Transactions
nopanel	true

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: 2021.0206.19 04 and newer

Table of Contents

type	flat

...

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

Insert excerpt

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

Delete

Insert excerpt

	Delete - LV 3.0
	Delete - LV 3.0
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

Mass Update

Insert excerpt

	Mass Update - Global 3.0
	Mass Update - Global 3.0
nopanel	true

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. The selected Hold Code must match the transaction type, else the message "[Transaction ID]: The Hold Code did not match the transaction type and could not be applied." will be displayed on Save.
Sales Order Attributes: All Sales Order attributes will be displayed. Assigns the entered/selected value 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
  nopanel true
- Insert excerpt
  Def - Status - Released
  Def - Status - Released
  nopanel true
- Insert excerpt
  Def - Status - Shipped
  Def - Status - Shipped
  nopanel true
- Insert excerpt
  Def - Status - Approved
  Def - Status - Approved
  nopanel true
- Insert excerpt
  Def - Status - Ready to Post
  Def - Status - Ready to Post
  nopanel true
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

New

Insert excerpt

	New - Multi-Select Trans Type - Global 3.0
	New - Multi-Select Trans Type - Global 3.0
nopanel	true

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 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

Insert excerpt

	Notes - RV Grid 3.0
	Notes - RV Grid 3.0
nopanel	true

Insert excerpt

	Def - Notes
	Def - Notes
nopanel	true

Print

Insert excerpt

	Print - LV 3.0
	Print - LV 3.0
nopanel	true

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 Column Filter

Insert excerpt

	Quick Filter
	Quick Filter
nopanel	true

Refresh

Insert excerpt

	Refresh - Global 3.0
	Refresh - Global 3.0
nopanel	true

Saved Layouts

Insert excerpt

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

Fields

Description

Checkbox

Insert excerpt

	Checkbox
	Checkbox
nopanel	true

Address ID

Insert excerpt

	Address ID
	Address ID
nopanel	true

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.

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 Name
	Address Name
nopanel	true

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

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

Amount - Ord.

Identifies the sum of all the Line Items ordered extended amount, formatted to 2 decimal places. This is a calculated field and can only be edited by changing the unit/weight ordered quantities or by updating the 'Price' field of a line item on the Sales Transaction Record View.

It is calculated as [Ordered Quantity] * [Price], where [Ordered Quantity] is the Ordered Units if the 'Price UOM' for the item is a Unit UOM, and Ordered Weight if the 'Price UOM' for the item is a Weight UOM.

Database Field: ERPx_SOOrderHeader.OrderedAmount

Attention To

Insert excerpt

	Attention To
	Attention To
nopanel	true

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 Fields: ERPx_ARCustomerAddress.AttentionTo, ERPx_SOOrderHeader.ShipAttentionTo

Brokerage Amt.

Insert excerpt

	Def - Brokerage Amt.
	Def - Brokerage Amt.
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.

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

Database Field: ERPx_SPProgramSettlementItem.ComputedAmount

Carrier Name

Insert excerpt

	Carrier - Default
	Carrier - Default
nopanel	true

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

Insert excerpt

	Def - Carrier
	Def - Carrier
nopanel	true

Database Fields: ERPx_SOCarrier.CarrierName, ERPx_SOOrderHeader.CarrierSK

Created

Insert excerpt

	Created
	Created
nopanel	true

This field is required.

Database Field: ERPx_SOOrderHeader.CreatedDate

Created By

Insert excerpt

	Created By
	Created By
nopanel	true

This field is required.

Database Field: ERPx_SOOrderHeader.CreatedBy

Currency

Insert excerpt

	Currency
	Currency
nopanel	true

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

Insert excerpt

	Def - Currency
	Def - Currency
nopanel	true

Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_SOOrderHeader.CurrencySK

Customer ID

Insert excerpt

	Customer ID - Transaction
	Customer ID - Transaction
nopanel	true

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.

Insert excerpt

	Def - Customer ID
	Def - Customer ID
nopanel	true

Database Fields: ERPx_ARCustomer.CustomerID, ERPx_SOOrderHeader.CustomerSK

Customer Name

Insert excerpt

	Customer Name - Transaction
	Customer Name - Transaction
nopanel	true

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 'Ship To' field on the 'Home' tab of the Sales Transaction Record View.

Insert excerpt

	Def - Customer Name
	Def - Customer Name
nopanel	true

Database Fields: ERPx_ARCustomer.CustomerName, ERPx_SOOrderHeader.CustomerSK

Days Out

Identifies the number of days before the order is to be shipped. This is a calculated field that can be either positive or negative. It is calculated as [Ship By Date] - [Current Date]. It is a positive number when the 'Ship By' field is in the future and a negative number when the 'Ship By' field is in the past. It is required and can be edited from the 'Ship By' field on the 'Home' tab of the Sales Transaction Record View. This field is not stored in the database.

Deliver On

Insert excerpt

	Deliver On Date - Default
	Deliver On Date - Default
nopanel	true

This is required and can be edited from the '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 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.
nopanel	true

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.

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.

Insert excerpt

	Def - Gross Margin Amt.
	Def - Gross Margin Amt.
nopanel	true

Gross Margin Pct.

Identifies the percentage of profit, using only product costs, on the transaction. This field is not required and not stored in the database. This field may be edited by editing any of the fields used in calculating this amount.

Insert excerpt

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

Last Updated

Insert excerpt

	Last Updated
	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: ERPx_SOOrderHeader.LastUser

Multiple Shipments

Identifies 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.

Insert excerpt

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

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.

Insert excerpt

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

On Hold

Insert excerpt

	On Hold
	On Hold
nopanel	true

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.

Insert excerpt

	Def - Hold Code
	Def - Hold Code
nopanel	true

Database Field: ERPx_MFHoldCode.HoldCode

Other Accrual Amt.

Insert excerpt

	Def - Other Accrual Amt.
	Def - Other Accrual Amt.
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.

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

Payment Terms

Insert excerpt

	Payment Terms
	Payment Terms
nopanel	true

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

Insert excerpt

	Def - Payment Terms
	Def - Payment Terms
nopanel	true

Linked Database Field: ERPx_SOOrderHeader.PaymentTermsSK

Product Cost Amt.

Identifies the actual cost of all items on the transaction. This field is not required. If the item is ordered, but not allocated, this field may be edited from the 'Actual Cost' field for the Item in the Item Master File. If 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

Insert excerpt

	Purchase Order
	Purchase Order
nopanel	true

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

Insert excerpt

	Def - Purchase Order
	Def - Purchase Order
nopanel	true

Database Field: ERPx_SOOrderHeader.PurchaseOrder

Salesperson - Inside

Insert excerpt

	Salesperson - Inside
	Salesperson - Inside
nopanel	true

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

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 'Salesperson - Outside' field on the 'Properties' tab of the Sales Transaction Record View.

Insert excerpt

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

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

Ship By

Insert excerpt

	Ship By - Default
	Ship By - Default
nopanel	true

This is required and can be edited from the 'Ship By' field on the 'Home' tab of the Sales Transaction Record View. It comes from the 'Ship By' field on the 'Home' tab of the Sales Transaction Record View.

Database Field: ERPx_SOOrderHeader.ScheduledShipDate

Ship City/State

Displays the destination City, State where the order will be shipped to. This not is required and 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 created, this field is not editable.

Insert excerpt

	Def - Address - City
	Def - Address - City
nopanel	true

Insert excerpt

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

Database Fields: ERPx_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 comes from the 'Country' field on the 'Properties' tab of the Customer Addresses Record View when the transaction was created. Once the transaction is created, this field is not editable.

Insert excerpt

	Def - Address - Country
	Def - Address - Country
nopanel	true

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 comes from the 'Phone' field on the 'Properties' tab of the Customer Addresses Record View when the transaction was created. Once the transaction is created, this field is not editable.

Insert excerpt

	Def - Address - Phone 1
	Def - Address - Phone 1
nopanel	true

Database Fields: ERPx_ARCustomerAddress.Phone1, ERPx_SOOrderHeader.ShipPhone1

Shipped

Identifies the date the shipment left the site, formatted from the users 'Date Format' preference. This field is required for the transaction to be saved in a status of 'Shipped' or greater. It can be edited from the 'Actual Ship' field on the 'Home' 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

Insert excerpt

	Site ID
	Site ID
nopanel	true

This is required and can be edited from the 'Site' field on the 'Home' tab of the Sales Transactions Record View.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

Database Fields: ERPx_MFSite.SiteID, ERPx_SOOrderHeader.SiteSK

Site Name

Insert excerpt

	Site
	Site
nopanel	true

This is required and can be edited from the 'Site' field on the 'Home' tab of 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 - Status
	Def - Status
nopanel	true

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

Insert excerpt

	Def - Status - New
	Def - Status - New
nopanel	true

Insert excerpt

	Def - Status - Released
	Def - Status - Released
nopanel	true

Insert excerpt

	Def - Status - Shipped
	Def - Status - Shipped
nopanel	true

Insert excerpt

	Def - Status - Approved
	Def - Status - Approved
nopanel	true

Insert excerpt

	Def - Status - Ready to Post
	Def - Status - Ready to Post
nopanel	true

Database Fields: ERPx_SOOrderStatus.OrderStatusName, ERPx_SOOrderHeader.OrderStatusSK

Trans Class

Insert excerpt

	Transaction Class
	Transaction Class
nopanel	true

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 excerpt

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

Database Field: ERPx_SOOrderTypeDocument.DocumentID

Trans Date

Insert excerpt

	Doc Date
	Doc Date
nopanel	true

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 the Sales Transaction Record View.

Database Field: ERPx_SOOrderHeader.OrderDate

Trans Type

Insert excerpt

	Transaction Type
	Transaction Type
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_SOOrderType.OrderTypeName

Transaction

Insert excerpt

	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.OrderedUnits

Weight

Identifies the sum of all the Line Items allocated 'Weight', formatted to 2 decimal places. This is a calculated field and can only be edited by changing the quantity of allocated 'Weight' on one or more line items on the Sales Transaction Record View.

Database Field: ERPx_SOOrderHeader.AllocatedWeight

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 80

New Version 81

Key