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. Insert excerpt Def - Sales Items Def - Sales Items nopanel true
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: 2022.10.31 and newer
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Search Options | Description | ||||||||||||||||
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Carrier |
The lookup contains a list of all 'Active' Carriers. | ||||||||||||||||
Customer |
The lookup contains a list of all 'Active' Customers. | ||||||||||||||||
Date Range | Used to select the date the transaction was ordered, shipped or invoiced. It is used in conjunction with the Date Type field. 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. It is used in conjunction with the Date Range field. 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". | ||||||||||||||||
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 |
The lookup contains a list of all 'Active' Items. | ||||||||||||||||
Item Class |
The lookup contains a list of all 'Active' Item Classes. | ||||||||||||||||
Saved Searches |
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Search |
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Site |
The lookup contains a list of all 'Active' Sites. | ||||||||||||||||
Trans Class |
The lookup contains a list of all 'Active' Transaction Classes. |
Page Detail
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Fields | Description | ||||||||||||||||||||||||||||||||
Checkbox |
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Address ID |
Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK | ||||||||||||||||||||||||||||||||
Address Name |
Database Fields: ERPx_ARCustomerAddress.AddressName, ERPh_SOOrderHeader.AddressSK | ||||||||||||||||||||||||||||||||
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 |
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.
Database Fields: ERPh_SOOrderHeader.BOL, ERPh_LMLoadTransactionItem.BOL | ||||||||||||||||||||||||||||||||
Brokerage Amt. |
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 |
Database Fields: ERPx_SOCarrier.CarrierName, ERPh_SOOrderItem.CarrierSK | ||||||||||||||||||||||||||||||||
Created |
Database Field: ERPx_SOOrderHeader.CreatedDate | ||||||||||||||||||||||||||||||||
Created By |
Database Field: ERPx_SOOrderHeader.CreatedBy | ||||||||||||||||||||||||||||||||
Currency |
Database Fields: ERPx_MFCurrency.CurrencyID, ERPh_SOOrderHeader.CurrencySK | ||||||||||||||||||||||||||||||||
Customer ID |
Database Fields: ERPx_ARCustomer.CustomerID, ERPh_SOOrderHeader.CustomerSK | ||||||||||||||||||||||||||||||||
Customer Name |
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.
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 |
Database Field: ERPh_SOInvoiceHeader.GLDate | ||||||||||||||||||||||||||||||||
GL Period |
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GL Year |
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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.
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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.
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Invoice |
Database Fields: ERPh_SOInvoiceHeader.InvoiceNumber, ERPh_LMLoadTransaction.InvoiceHeaderSK | ||||||||||||||||||||||||||||||||
Invoice Item: Description | Identifies the Item ID and Sales Invoice Description. This comes from the 'Item ID' and 'Sales Invoice Description' fields on the 'Properties' tab of the Item Record View. It is not editable.
Database Field: ERPh_SOOrderItem.ItemSalesInvoiceDescription | ||||||||||||||||||||||||||||||||
Invoiced | Identifies the date the shipment containing the item was invoiced, formatted from the users 'Date Format' preference. This 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 |
Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPx_IMItem.AttributeClassSK | ||||||||||||||||||||||||||||||||
Item Class |
Database Field: ERPx_IMItem.ItemClass.Description | ||||||||||||||||||||||||||||||||
Item Type |
Database Field: ERPx_IMItemType.Description | ||||||||||||||||||||||||||||||||
Item: Description |
Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPh_SOOrderItem.OrderItemSK | ||||||||||||||||||||||||||||||||
Last Updated |
Database Field: ERPx_SOOrderHeader.LastUpdated | ||||||||||||||||||||||||||||||||
Last Updated By |
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.
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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.
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Other Accrual Amt. |
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 Units | Identifies the percentage of allocated units versus ordered units for the line item. This is a calculated field that is not stored in the database. This field is not editable. It is calculated as [Allocated Unit Quantity] / [Ordered Unit Quantity] * 100. | ||||||||||||||||||||||||||||||||
Pct. Filled Weight | Identifies the percentage of allocated weight versus ordered weight for the line item. This is a calculated field that is not stored in the database. This field is not editable. It is calculated as [Allocated Weight] / [Ordered Weight] * 100. | ||||||||||||||||||||||||||||||||
Price |
Database Field: ERPh_SOOrderItem.ItemPrice | ||||||||||||||||||||||||||||||||
Price UOM |
Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitsUOMSK, ERPx_SOOrderItem.WeightUOMSK, ERPh_SOOrderItem.UnitsUOMSK, ERPh_SOOrderItem.WeightUOMSK | ||||||||||||||||||||||||||||||||
Product Cost Amt. | Identifies the actual cost of the line item. 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.
Database Fields: ERPh_SOOrderItem.OrderItemActualCost, 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 |
Database Field: ERPh_SOOrderHeader.PurchaseOrder | ||||||||||||||||||||||||||||||||
Salesperson - Inside |
Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPx_SOOrderHeader.InsideSalespersonSK | ||||||||||||||||||||||||||||||||
Salesperson - Outside |
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.
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.
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.
Database Fields: ERPx_ARCustomerAddress.Phone1, ERPh_SOOrderHeader.ShipPhone1 | ||||||||||||||||||||||||||||||||
Shipment | Identifies the Shipment ID of the shipment containing the line item. 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 | ||||||||||||||||||||||||||||||||
Shipped | Identifies the date the item's shipment left the site, formatted from the users 'Date Format' preference. This 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 comes from the 'Site' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable.
Database Fields: ERPx_MFSite.SiteID, ERPh_LMLoadHeader.SiteSk | ||||||||||||||||||||||||||||||||
Site Name | Identifies the name of the Site where the item will ship from. This comes from the 'Site' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable.
Database Fields: ERPx_MFSite.SiteName, ERPh_LMLoadHeader.SiteSk | ||||||||||||||||||||||||||||||||
Status |
Database Fields: ERPx_SOOrderStatus.OrderStatusName, ERPh_SOOrderHeader.OrderStatusSK | ||||||||||||||||||||||||||||||||
Sub for Item | Identifies the Item ID the line item was substituted for. 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 field is not editable and is not stored in the database. | ||||||||||||||||||||||||||||||||
Trans Class |
Database Field: ERPx_SOOrderTypeDocument.DocumentID | ||||||||||||||||||||||||||||||||
Trans Date |
Database Field: ERPh_SOOrderHeader.OrderDate | ||||||||||||||||||||||||||||||||
Trans Type |
Database Field: ERPx_SOOrderType.OrderTypeName | ||||||||||||||||||||||||||||||||
Transaction | Identifies the unique Transaction ID associated with the line item. This is a system assigned value and is not editable.
Database Field: ERPh_SOOrderHeader.OrderID | ||||||||||||||||||||||||||||||||
Units | Identifies the Line Items allocated 'Units', formatted to 2 decimal places. This is a calculated field that is not editable. Database Field: ERPh_SOOrderItem.AllocatedUnits | ||||||||||||||||||||||||||||||||
Units - Ord. | Identifies the 'Ordered Units' for the line item, formatted to the Item's 'Unit Decimals'. This is a calculated field that is not editable. Database Field: ERPh_SOOrderItem.OrderedUnits | ||||||||||||||||||||||||||||||||
Units UOM |
Database Fields: ERPx_IMUOM.UOMName, ERPh_SOOrderItem.UnitUOMSK | ||||||||||||||||||||||||||||||||
Weight | Identifies the Line Items allocated 'Weight', formatted to 2 decimal places. This is a calculated field that is not editable. Database Field: 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 |
Database Fields: ERPx_IMUOM.UOMName, ERPh_SOOrderItem.WeightUOMSK |
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