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Emma Greenwood

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The purpose of this page is to populate some basic transaction header information and to select the correct Ship-To address. Selecting the Ship-To also assigns the Customer. When this page opens, it displays all the all the active ship to address. From here, users can click on the Find Items, Find Lots, or Go to Order icons.make price adjustments for posted invoices either by making a price change for one item on one invoice, or many items across many invoices. 

(lightbulb) This record view also contains columns for each Attribute that is set up for the 'Customer AddressesItems' attribute type. Because these are user defined, they are not included in the default view but can be added a saved column layout.Customer Addresses Items attributes are not included in the help documentation.

Software Version: 2023.XX.XX and newer

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This is a single-select standard lookup that is sometimes required. This field is required when the selected transaction class 'Is Carrier Required' property is set to "Yes". If required and no Carrier defaults are assigned, the message "Carrier is required and there is no transaction class or customer address default set." will be displayed on Save. This defaults as "(Use Default)" and is always editable.

If the Carrier is not manually assigned (left as "(Use Default)"), it will be auto-assigned from a default if possible, if not the Carrier will be blank. The defaults are assigned in the following sequence:

  1. From the 'Sales Order Carrier' assigned to the Customer Address
  2. From the 'Default Carrier' assigned to the Sales Order Transaction Class
  3. No default exists and the Carrier will be blank 

This lookup contains a list of all active Carriers.

Database Field: ERPx_SOCarrier.CarrierName

 This is a date picker that is sometimes required. It is required when the selected transaction class 'Require a Deliver On Date' property is set to "Yes". It defaults as blank and is editable if the 'Single Date Management' property on the Order Transaction Class Record View is set to "No". If required and not entered, the message "Deliver On Date is required for orders in the transaction class." will be displayed on Save. If entered it must be on or after the Order Date, else the message "Deliver On Date must be on or after Order Date." will be displayed on Save.

Database Field: ERPx_SOOrderHeader.ScheduledDeliveryDate

Identifies the Freight Terms that will default for all shipments on the transaction. This is a single-select standard lookup that is sometimes required. It is required when the selected transaction class 'Require Freight Terms' property is set to "Yes". If required and no Freight Term defaults are assigned, the message "Freight Terms are required and there is no transaction class or customer address default set." will be displayed on Save. This defaults as "(Use Default)" and is always editable.

If the Freight Term is not manually assigned (left as "(Use Default)"), it will be auto-assigned from a default if possible, if not the Freight Terms will be blank. The defaults are assigned in the following sequence:

  1. From the 'Freight Terms' assigned to the Customer Address
  2. From the 'Default Freight Terms' assigned to the Sales Order Transaction Class
  3. No default exists and the Freight Terms will be blank 

This lookup contains a list of all active Freight Terms.

Database Fields: ERPx_SOFreightTerms.Description

This is a date picker that is required. It is formatted in the user's 'Date Format' preference. It defaults as the current date and is always editable. If missing, the message "Order Date is required." will be displayed on Save. The Order Date must be on or before the Ship By Date and the Deliver On Date, else the messages "Ship by Date must not be earlier than Order Date." and "Deliver On Date must be on or after Order Date." will be displayed on Save.

Database Field: ERPx_SOOrderHeader.OrderDate

This is a text box that is not required. It defaults as blank and is always editable. If entered, this field must be <=35 characters and validation will occur to determine whether the same Purchase Order number has been used for the same customer on any non-Void sales transaction (Order, Quote, Price Adjustment or Return). If so, the message "Warning: This Purchase Order has been used on at least one non-Void sales transaction for this Customer." will be displayed when the user clicks the Find Items, Find Lots or Go to Order buttons.

Database Field: ERPx_SOOrderHeader.PurchaseOrder

This is a date picked that is sometimes required. It is required when the selected transaction class 'Require a Ship By Date' property is set to "Yes". It defaults as blank and is editable if the 'Single Date Management' property on the Order Transaction Class Record View is set to "No". If required and not entered, the message "Ship by Date is required for orders in the transaction class." will be displayed on Save.If entered it must be on or after the Order Date, else the message "Ship by Date must not be earlier than Order Date." will be displayed on Save.

Database Field: ERPx_SOOrderHeader.ScheduledShipDate

This is a single-select standard lookup that is required. If missing and no defaults are set, the message "Ship From Site is required and there is no transaction class or customer address default set." will be displayed on Save. This defaults as "(Use Default)" and is always editable.

If the Ship From Site is not manually assigned (left as "(Use Default)"), it will be auto-assigned from a default if possible, if not the Ship From Site will be blank. The defaults are assigned in the following sequence:

  1. From the 'Sales Order Site' assigned to the Customer Address
  2. From the 'Default Ship From Site' assigned to the Sales Order Transaction Class

This lookup contains a list of all active Sites where the 'Visible to Sales' property is set to "Yes".

Database Fields: ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK

This is a text box that is required. It defaults with "(Use Next Trans. #)" and is always editable. If missing, the system will auto assign based on how the Transaction Class is configured. Transaction IDs are set as follows for each Transaction Type:
  • Quotes: From the Order's Transaction Class or from the Quote's Transaction Class. 
  • Orders: From the Transaction Class
  • Price Adjustments: From the Source Order, Price Adjustment Transaction Class or the Source Invoice
  • Returns: From the Return Transaction Class or the Source Invoice

When generating a Transaction ID from a Transaction Class it is made up as the 'Document Prefix' + 'Next Document Number'. If the transaction number is manually entered,  it must be unique. Else the message "The Transaction ID you are trying to add has already been used. Please check your transaction class setup to make sure the next document number available has not already been used." will be displayed on Save.

Database Field: ERPx_SOOrderHeader.OrderID

This is a single-select standard lookup that is required. If missing, the message "Transaction Class is required." will be displayed on Save. It defaults from the value selected when the New button was clicked from the Sales Transactions List View or the Sales Items List View. It is always editable.

This lookup contains a list of all active Transaction Classes where the 'Transaction Type' property is set to "Order" or "Quote".

Database Field: ERPx_SOOrderType.DocumentIDCreates a Price Adjustment record(s) for the adjusted prices specified in the grid.  This button is only displayed after the grid is refreshed and a Price Adjustment is only created after a price has been changed to a different value than the original price on an invoice.

How the Price Adjustment(s) is created is determined by the "Create More than X Price Adjustments Asynchronously" preference (found in Sales > Configuration > Preferences > Price Adjustment Approval).  If the preference is set to 1, this will result in all Price Adjustments being sent to the Inbound Integration queue for processing and after that queue is successfully processed the transactions will be visible in the Sales Transactions List View as expected.  If the preference is set to 1000 for example, any number of Price Adjustments made below 1000 different invoices will be immediately created and visible in the Sales Transactions List View. 

Toolbar IconsDescription
Build Price AdjustmentHelp
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FieldsDescription
Carrier
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Deliver On

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Date - Deliver On (Default)Date - Deliver On (Default)
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Freight Terms
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Def - Freight TermsDef - Freight Terms
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Order Date

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Doc DateDoc Date
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Purch. Order
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Purchase OrderPurchase Order
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Def - Purchase OrderDef - Purchase Order
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Ship By
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Ship By - DefaultShip By - Default
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Ship From Site
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Site NameSite Name
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Def - SiteDef - Site
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Transaction 
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Transaction IDTransaction ID
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Def - Transaction ID - SalesDef - Transaction ID - Sales
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Transaction Class
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Transaction ClassTransaction Class
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Help

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FieldsDescription
Adjustment Date

Identifies the date of the Price Adjustment(s). This is a date picker that defaults to the current date and is required.  It is only displayed after the grid is refreshed.  The date must be on or after the original invoice date or the last Price Adjustment date if multiple adjustments have been made to an invoice. 

Database Field: ERPx_SOOrderHeader.OrderDate

Customer

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Customer ID and Name
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 This is a multi-select standard lookup that is not required to return results. It defaults as blank.

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

Database Fields: ERPx_ARCustomer.CustomerID: ARCustomer.CustomerName, ERPx_SOOrderPriceAdjustmentCriteria.CustomerSKCSV

Default Reason Code

Identifies the reason the price is being adjusted.  This is a single select lookup that is not required to return results, but when selected will display the Reason Code for all line items in the grid. It is  conditionally required to create a Price Adjustment transaction based upon the "Require a Reason Code for all Price Adjustment Lots" preference.  When this preference is set to 'Yes', all Price Adjustments being created have to have a Reason Code selected otherwise the message " " will be displayed when Build Price Adjustment is clicked.  When it is set to 'No', Price Adjustments may be created without a Reason Code for the adjusted line item. 

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Def - Reason Code
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Database Field: ERPx_SOOrderPriceAdjustmentCriteria.DefaultReasonCodeSK

Group Option

Used to identify how the data will display in the grid. This is a single select lookup that is required and defaults to the value 'Item & Lot'.  It is disabled after the page is refreshed.

When the Group Option is set to the following values:

  • Item: The data displays all Items summarized by Item and UOM
  • Item and Invoice: The data displays all Items summarized by Invoice, Item and UOM
  • Item and Lot: The data displays all Items summarized by Lot, Invoice, Item, and UOM

This lookup contains the values in the SOPriceAdjustmentGroupOption Enumeration Class.

Database Field: ERPx_SOOrderPriceAdjustmentCriteria.PriceAdjustmentGroupOptionEN

Invoice Date From

Used to select the Invoice date.  All invoices occurring on or after the specified date will be included.  This is a date picker that defaults to one month prior to the current date and is not required to return results. 

Database Field: ERPx_SOOrderPriceAdjustmentCriteria.DateFrom

Invoice Date To

Used to select the Invoice date. All invoices occurring on or before the specified date will be included. This is a date picker that defaults to the current date and is not required to return results. 

Database Field: ERPx_SOOrderPriceAdjustmentCriteria.DateTo

Search

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Search - Search Options
Search - Search Options
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  • Attr: [Attribute Value] (columns may not be displayed by default in the grid, but may still be searched on)
  • Carrier: [Carrier Name]
  • Customer: [Customer ID] or [Customer Name]
  • Invoice: [Invoice]
  • Item: [Item ID] or [Item Description]
  • Order: [Transaction]
  • PO: [Purchase Order]
  • Site: [Site ID] or [Site Name]

Database Field: ERPx_SOOrderPriceAdjustmentCriteria.Search


Page Details

Ship To Tab

Help
Toolbar IconsDescription
Column Filter Show/Hide
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Column Filter Show/Hide - Global
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Excel
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Excel - LV 3.0
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 More Actions Insert excerptMore Actions - Global 3.0More Actions - Global 3.0nopaneltrue
  • IQ: Sales Item History: Opens the Sales Item History Inquiry in a new tab/window for the selected Customer displaying all Items ordered on posted sales transactions in the past 90 days.  If no Customer is selected the inquiry opens filtered to the first customer in the grid. 
  • RV: Address: Opens the Customer Address Record View for users to view Customer Address details. 
    • RV: Customer: Opens the Customer Record View for the selected Customer Address.
    Quick Column Filter
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    Refresh
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    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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    FieldsDescriptionCheckbox Insert excerptCheckboxCheckboxnopaneltrueAddress

    Displays the value in Address Line 1 of the Ship To Address. This is a non-editable text box that is not required. It defaults from the 'Address 1' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View.

    Insert excerptDef - Address - Address Line 1Def - Address - Address Line 1nopaneltrue 

    Database Field: ERPx_ARCustomerAddress.AddressLine1

    Address ID Insert excerptAddress IDAddress IDnopaneltrueThis Adj. Price


    Database Field: ERPx_SOOrderPriceAdjustmentOrderItems.AdjustmentPrice

    Adj. Units

    Displays the number of Units that the price is being adjusted for.  This defaults to the number of Units (if applicable) that were sold for the corresponding item on the invoice and is editable when the Group Option is set to 'Item & Lot', else this it is disabled. 

    (lightbulb) This is not displayed when the Group Option is set to 'Item'.

    Database Field: ERPx_SOOrderPriceAdjustmentOrderItems,AdjustmentUnits

    Adj. Weight

    Displays the number of Units that the price is being adjusted for.  This defaults to the Weight value (if applicable) that was sold for the corresponding item on the invoice and is editable when the Group Option is set to 'Item & Lot', else this it is disabled. 

    (lightbulb) This is not displayed when the Group Option is set to 'Item'.

    Database Field: ERPx_SOOrderPriceAdjustmentOrderItems.AdjustmentWeight

    Adjusted


    Database Field: 

    Carrier


    (lightbulb) This is not displayed when the Group Option is set to 'Item'.

    Database Fields: ERPx_SOCarrier.CarrierName, ERPx_SOOrderHeader.CarrierSK 

    Customer

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    Customer ID and Name
    Customer ID and Name
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     This is a non-editable text box that is required. It defaults from the 'Address ID' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View.to the Customer selected on the corresponding Sales Order Record View. 


    Insert excerpt
    Def - Customer
    Address
    ID
    Def - Customer
    Address
    ID
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    Note: Address Types of "Both" and Shipping" will be included on this page; Address Types of "Inactive" and "Billing" will not be included on this page.

    Database Field: ERPx_ARCustomerAddress.AddressID

    Address Name

    Insert excerpt
    Address
    Def - Customer Name
    Address
    Def - Customer Name
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    This is is a non-editable text box that is required. It defaults from the 'Address Name' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View.

    Database Field: ERPx_ARCustomerAddress.AddressName

    Attention To 

    Insert excerptAttention ToAttention TonopaneltrueThis is a non-editable text box that is not required. It defaults from the 'Ship Attention To' field on the Edit Ship To Address dialog box. This field is editable via the More Actions button on the Sales Transaction Record View. (lightbulb) This is not displayed when the Group Option is set to 'Item'.

    Database Fields: ERPx_ARCustomer.CustomerID: ERPx_ARCustomer.CustomerName, ERPx_SOOrderHeader.CustomerSK

    Invoice


    (lightbulb) This is not displayed when the Group Option is set to 'Item'.

    Database Field: ERPx_

    ARCustomerAddress

    SOInvoiceHeader.

    AttentionTo

    InvoiceNumber

    Carrier Name

    Identifies the Carrier that is assigned to the Ship To Address ID. This is a non-editable text box that is not required. It defaults from the 'Sales Order Carrier' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Record View or the Customer Addresses Record View.

    Insert excerptDef - CarrierDef - Carriernopaneltrue

    Database Fields: ERPx_SOCarrier.CarrierName, ERPx_ARCustomerAddress.CarrierSK

    City

    Displays the destination City where the order will be shipped. This is a non-editable text box that is not required. It defaults from the 'City' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View.

    Insert excerptDef - Address - CityDef - Address - CitynopaneltrueInvoice Date


    (lightbulb) This is not displayed when the Group Option is set to 'Item'.

    Database Field: ERPx_SOInvoiceHeader.InvoiceDate

    Item: Description



    Database Field: ERPx_IMItem.ItemID: ERPx_IMItem.Description

    Last Price


    (lightbulb) This is only displayed when the Group Option is set to 'Item and Lot'. 

    Database Field: ERPx_

    Last Price Adjustment 


    (lightbulb) This is only displayed when the Group Option is set to 'Item and Lot'. 

    Database Field: ERPx_

    Last Price Date


    (lightbulb) This is only displayed when the Group Option is set to 'Item and Lot'. 

    Database Field: ERPx_

    ARCustomerAddress.CityCustomer ID Insert excerptCustomer IDCustomer IDnopaneltrue This is a non-editable text box that is required. It defaults from the 'Customer ID' field on the 'Properties' tab of the Customer Record View. This field is editable from the Customer Record View. Insert excerptDef - Customer IDDef - Customer IDnopaneltrue

    Database Fields: ERPx_ARCustomer.CustomerID, ERPx_ARCustomerAddress.CustomerSK

    Customer Name Insert excerptCustomer NameCustomer Namenopaneltrue This is a non-editable text box that is required. It defaults from the 'Customer Name' field on the 'Properties' tab of the Customer Record View. This field is editable from the Customer Record View. Insert excerptDef - Customer NameDef - Customer Namenopaneltrue

    Database Fields: ERPx_ARCustomer.CustomerName, ERPx_ARCustomerAddress.CustomerSK

    Freight Terms

    Identifies the Freight Terms that is assigned to the Ship To Address ID. This is a non-editable text box that is not required. It defaults from the 'Freight Terms' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Record View or the Customer Addresses Record View.

    Insert excerptDef - Freight TermsDef - Freight Termsnopaneltrue

    Database Fields: ERPx_SOFreightTerms.Description, ERPx_ARCustomerAddress.SOFreightTermsEN

    Site Name

    Original Price


    (lightbulb) This is only displayed when the Group Option is set to 'Item and Lot'. 

    Database Field: ERPx_

    Purchase Order


    (lightbulb) This is not displayed when the Group Option is set to 'Item'.

    Database Field: ERPx_SOOrderHeader.PurchaseOrder

    Production Batch


    (lightbulb) This is only displayed when the Group Option is set to 'Item and Lot'. 

    Database Field: 

    Reason Code


    Database Field:

    Rem. Units


    (lightbulb) This is not displayed when the Group Option is set to 'Item'.

    Database Field:

    Rem. Weight


    (lightbulb) This is not displayed when the Group Option is set to 'Item'.

    Database Field:

    Shipped Site

    Identifies the name of the Site (Warehouse) that

    is assigned to the Ship To Address ID

    the Order shipped from. This is a non-editable text box that is not required. It defaults from the '

    Sales Order

    Site Name' field on the '

    Properties

    Shipments' tab of the

    Customer Addresses

    Sales Order Record View.

    This field is editable from the Customer Record View or the Customer Addresses Record View.

     

    Insert excerpt
    Def - Site
    Def - Site
    nopaneltrue

    (lightbulb) This is only displayed when the Group Option is set to 'Item and Lot'. 

    Database Fields: ERPx_MFSite.SiteName, ERPx_

    ARCustomerAddress

    LMLoadHeader.SiteSK

    State

    Displays the destination State where the order will be shipped. This is a non-editable text box that is not required. It defaults from the 'State' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View.

    Insert excerptDef - Address - StateDef - Address - Statenopaneltrue 

    Database Field: ERPx_ARCustomerAddress.State

    Zip

    Displays the destination Zip Code where the order will be shipped. This is a non-editable text box that is not required. It defaults from the 'Zip' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View.

    Insert excerptDef - Address - ZipDef - Address - Zipnopaneltrue 

    Database Field: ERPx_ARCustomerAddress.Zip

    Related Topics

    ...

    Sold Units


    Database Field:

    Sold Weight 


    Database Field:

    Units UOM


    Database Field:

    Warehouse Lot


    (lightbulb) This is only displayed when the Group Option is set to 'Item and Lot'. 

    Database Field:

    Weight UOM


    Database Field:

    Related Topics



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