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	Def - Sales Transactions
	Def - Sales Transactions
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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: 20212023.1103.05 02 and newer

Table of Contents

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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

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	Column Filter Show/Hide - Global
	Column Filter Show/Hide - Global
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Delete

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	Delete - LV 3.0
	Delete - LV 3.0
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Excel

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	Excel - LV 3.0
	Excel - LV 3.0
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Favorites

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	Favorites Add/Remove - Global
	Favorites Add/Remove - Global
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Group By Show/Hide

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	Group By Show/Hide - Global
	Group By Show/Hide - Global
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Help

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	Help - Global 3.0
	Help - Global 3.0
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Mass Update

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	Mass Update - Global 3.0
	Mass Update - Global 3.0
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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 configured in the Attributes Master File. 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:
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  Def - Status - New
  Def - Status - New
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  Def - Status - Released
  Def - Status - Released
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  Def - Status - Shipped
  Def - Status - Shipped
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  Def - Status - Approved
  Def - Status - Approved
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  Def - Status - Ready to Post
  Def - Status - Ready to Post
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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

More Actions

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	More Actions - Global 3.0
	More Actions - Global 3.0
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RV: Allocate: Opens the Allocate Sales Transaction Item Record View to allocate by Inventory Lot or Warehouse Lot.
Copy Order: After selecting an Order and clicking this option a new order is created with all of the same data with the exception of any allocations, Actual Ship date and Invoice details. Note: This option is only available for Order type transactions.

New

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

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	Notes - RV Grid 3.0
	Notes - RV Grid 3.0
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	Def - Notes
	Def - Notes
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Print

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	Print - LV 3.0
	Print - LV 3.0
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Quick Column Filter

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	Quick Column Filter
	Quick Column Filter
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Refresh

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	Refresh - Global 3.0
	Refresh - Global 3.0
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Saved Layouts

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	Column Layouts for Framework 3.0 - Global
	Column Layouts for Framework 3.0 - Global
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Fields

Description

Checkbox

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	Checkbox
	Checkbox
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Address ID

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	Address ID
	Address ID
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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.

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	Def - Customer Address ID
	Def - Customer Address ID
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Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK

Address Name

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	Address Name
	Address Name
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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

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	Attention To
	Attention To
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This is not required and can be edited by clicking the 'More Actions' button and choosing 'Change Address' on the 'Home' tab of the Sales Transaction Record View while the transaction is in a status less than Approved.

Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPx_SOOrderHeader.ShipAttentionTo

Brokerage Amt.

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	Def - Brokerage Amt.
	Def - Brokerage Amt.
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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

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

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	Def - Carrier
	Def - Carrier
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Database Fields: ERPx_SOCarrier.CarrierName, ERPx_SOOrderHeader.CarrierSK

Created

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	Created
	Created
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This field is required.

Database Field: ERPx_SOOrderHeader.CreatedDate

Created By

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	Created By
	Created By
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This field is required.

Database Field: ERPx_SOOrderHeader.CreatedBy

Currency

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

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	Def - Currency
	Def - Currency
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Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_SOOrderHeader.CurrencySK

Customer ID

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	Customer ID
	Customer ID
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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.

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	Def - Customer ID
	Def - Customer ID
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Database Fields: ERPx_ARCustomer.CustomerID, ERPx_SOOrderHeader.CustomerSK

Customer Name

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	Customer Name
	Customer Name
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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.

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	Def - Customer Name
	Def - Customer Name
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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

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	Date - Deliver On (Default)
	Date - Deliver On (Default)
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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.

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	Def - Freight Amt.
	Def - Freight Amt.
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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.

Freight Terms

Identifies the Freight Terms assigned to the shipment. This is not required and can be edited from the 'Freight Terms' field on the 'Shipments' tab of the Sales Transaction Record View.

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	Def - Freight Terms
	Def - Freight Terms
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Database Fields: ERPx_SOOrderHeader.SOFreightTermsEN, ERPx_SOFreightTerms.Description

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.

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

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	Def - Gross Margin Pct.
	Def - Gross Margin Pct.
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Last Updated

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	Last Updated
	Last Updated
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This field is required.

Database Field: ERPx_SOOrderHeader.LastUpdated

Last Updated By

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	Last Updated By
	Last Updated By
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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.

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	Def - Net Margin Amt.
	Def - Net Margin Amt.
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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.

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	Def - Net Margin Pct.
	Def - Net Margin Pct.
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On Hold

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	On Hold
	On Hold
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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.

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	Def - Hold Code
	Def - Hold Code
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Database Field: ERPx_MFHoldCode.HoldCode

Other Accrual Amt.

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

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

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	Def - Payment Terms
	Def - Payment Terms
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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.

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	Def - Product Cost Amt.
	Def - Product Cost Amt.
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Database Fields: ERPx_SOOrderItem.ItemActualCost, ERPx_IMLotCostHistory.Cost, ERPx_IMLotBalance.LotSK

Purchase Order

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

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	Def - Purchase Order
	Def - Purchase Order
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Database Field: ERPx_SOOrderHeader.PurchaseOrder

Salesperson - Inside

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

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	Def - Salesperson - Inside
	Def - Salesperson - Inside
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Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPx_SOOrderHeader.InsideSalespersonSK

Salesperson - Outside

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

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	Def - Salesperson - Outside
	Def - Salesperson - Outside
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Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPx_SOOrderHeader.SalesPersonSK

Ship By

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	Ship By - Default
	Ship By - Default
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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.

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	Def - Address - City
	Def - Address - City
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	Def - Address - State
	Def - Address - State
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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.

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	Def - Address - Country
	Def - Address - Country
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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.

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	Def - Address - Phone 1
	Def - Address - Phone 1
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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.

Database Fields: ERPx_LMLoadHeader.ActualShipDate, ERPx_SOOrderHeader.ActualShipDate

Site

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

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	Def - Site
	Def - Site
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Database Fields: ERPx_MFSite.SiteID, ERPx_SOOrderHeader.SiteSK

Site Name

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

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	Def - Site
	Def - Site
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Database Fields: ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK

Status

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	Status
	Status
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This is required and can be edited from the 'Status' on the 'Home' tab of the Sales Transaction Record View.

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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 - New
	Def - Status - New
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	Def - Status - Released
	Def - Status - Released
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	Def - Status - Shipped
	Def - Status - Shipped
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	Def - Status - Approved
	Def - Status - Approved
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	Def - Status - Ready to Post
	Def - Status - Ready to Post
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Database Fields: ERPx_SOOrderStatus.OrderStatusName, ERPx_SOOrderHeader.OrderStatusSK

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 when the sales order or sales quote 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 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

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	Transaction Type
	Transaction Type
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This is required. It 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

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	Transaction ID
	Transaction ID
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Clicking on the link opens the corresponding transaction record view. This is required, 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: 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

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

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	Def - Workflow
	Def - Workflow
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Database Fields: ERPx_MFWorkflow.WorkflowName, ERPx_SOOrderHeader.WorkflowSK

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New Version 94

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Versions Compared

Old Version 93

New Version 94

Key

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