Sales program amounts are calculated for each sales line item. When an amount to settle and/or a write off is needed, for a specific sales invoice, the edits must be made to the individual line-item(s). The purpose of this page is to edit the amount to settle or write off amount(s) for individual sales line-items.
Software Version: 2022.06.16 and newer
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| Fields | Description |
| Amt. to Settle | | Insert excerpt |
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| Amount to Settle |
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| Amount to Settle |
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This is an editable textbox that defaults to 0.00 and is not required. If entered it must be >= 0.00 and <= 'Item Program Remaining Amt.'.Database Field: ERPx_SPProgramSettlementBatchPayment.AmountToPay |
| Item | | Insert excerpt |
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| Item ID & Item Description |
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| Item ID & Item Description |
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This is not editable.Database Field: ERPx_SPProgramSettlementItem.ItemID: ERPx_SPProgramSettlementItem.ItemDescription |
| Item Program Amt. |
Database Field: ERPx_SPProgramSettlementItem.OrderItemAmount Database Field: ERPx_SPProgramSettlementItem.ComputedAmount |
| Item Program Calc. On |
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| Item Program Rate |
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| Item Program Remaining Amt. |
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| Item Program Qty | Database Field: ERPx_SPProgramSettlementItem.ConvOrderUnits |
| Item Program UOM | Database Field: ERPx_IMUOM.UOMID , ERPx_SPProgramSettlementItem.ProgramCalcUOMSK |
| Open Item Program Amt. | | Insert excerpt |
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| Open Item Program Amount |
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| Open Item Program Amount |
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| Payee Name | Identifies the Name of the Customer or Vendor that will be paid for the Program. Database Field: ERPx_SPProgramSettlementHeader.SettleToEntityName |
| Write Off GL Acct. | | Insert excerpt |
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| GL Account - SP Write Off |
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| GL Account - SP Write Off |
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This is a single select lookup that is required for every line item where the 'Write Off Program Amt.' <> 0. This defaults from the Sales Program but can be overwritten. The lookup contains a blank value, the current assigned value, and list of all 'Active GL Accounts' displayed as [GL Account] - [Account Description].Database Field: ERPx_GLAccount.AccountNumber -AccountDescription, ERPx_SPProgramSettlementBatchPayment.WriteOffAccountSK, ERPx_IMItem.BrokerageWriteOffActSK |
| Write Off Program Amt. | | Insert excerpt |
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| Write Off Program Amount |
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| Write Off Program Amount |
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This is an editable textbox that defaults to 0.00 and is not required. If entered it must be >= 0.00 and <= 'Item Program Remaining Amt.'.Database Field: ERPx_SPProgramSettlementBatchPayment.WriteoffAmount |
| Write Off Reason Code | | Insert excerpt |
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| Reason Code |
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| Reason Code |
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This is a single select lookup that defaults to the 'Write Off Reason Code' saved in the Sales Program 'Reason Code for Write Offs' Preference or blank. This is required if the 'Write Off Program Amt.' <> 0.00.Database Field: ERPx_MFNoteTypeReasonCode.ReasonCode, ERPx_SPProgramSettlementBatchPayment.WriteoffReasonCode |
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