The purpose of this page is to make price adjustments for posted invoices either by making a price change for one item on one invoice, or many items across many invoices.
This record view also contains columns for each Attribute that is set up for the 'Items' attribute type. Because these are user defined, they are not included in the default view but can be added a saved column layout.Items attributes are not included in the help documentation.
Software Version: 2023.XX.XX and newer
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| Toolbar Icons | Description | ||||||||
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| Build Price Adjustment | Creates 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 Price Adjustments made across less than 1000 different invoices will be immediately created and visible in the Sales Transactions List View. | ||||||||
| Help |
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| Fields | Description | ||||||||
| 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 Posted Price Adjustment date if multiple adjustments have been made to an invoice. , else the following messages "Price Adjustment must be on or after the Invoice date."; "Price Adjustment must be on or after the most recent Posted Price Adjustment date." will be displayed respectively when 'Build Price Adjustment' is clicked. Database Field: ERPx_SOOrderHeader.OrderDate | ||||||||
| Customer |
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 this value for all line items in the grid. It is not required to process and build price adjustment transactions from this page but is conditionally required to Approve / Post a Price Adjustment transaction based upon the "Require a Reason Code for all Price Adjustment Lots" preference.
Database Fields: ERPx_MFNoteTypeReasonCode.ReasonCode, 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:
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 |
Database Field: ERPx_SOOrderPriceAdjustmentCriteria.Search |
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| Fields | Description | ||||||||||||||||||||||||
| Adj. Price | Identifies the new price for a line item. This is an editable numeric text box that is required to process a price adjustment. Negative prices are not allowed, the message "Adjusted Price must be greater than or equal to 0." is displayed when Build Price Adjustment is clicked. Database Field: ERPx_SOOrderPriceAdjustmentOrderItems.AdjustmentPrice | ||||||||||||||||||||||||
| Adj. Units | Identifies the number of Units that the price is being adjusted for. This defaults to the Remaining Units (if applicable) and is editable when the Group Option is set to 'Item & Lot', else it is disabled.
Database Field: ERPx_SOOrderPriceAdjustmentOrderItems,AdjustmentUnits | ||||||||||||||||||||||||
| Adj. Weight | Identifies the number of Units that the price is being adjusted for. This defaults to the Remaining Weight (if applicable) and is editable when the Group Option is set to 'Item & Lot', else it is disabled.
Database Field: ERPx_SOOrderPriceAdjustmentOrderItems.AdjustmentWeight | ||||||||||||||||||||||||
| Adjusted | Identifies when a price has been adjusted for a line item. This is a non-editable text box that is not required. It defaults to blank and displays 'Yes' when a value (other than the original price) has been entered in the Adj. Price field for a line item. | ||||||||||||||||||||||||
| Carrier |
Database Fields: ERPx_SOCarrier.CarrierName, ERPx_SOOrderHeader.CarrierSK | ||||||||||||||||||||||||
| Customer |
Database Fields: ERPx_ARCustomer.CustomerID: ERPx_ARCustomer.CustomerName, ERPx_SOOrderHeader.CustomerSK | ||||||||||||||||||||||||
| Invoice |
Database Field: ERPx_SOInvoiceHeader.InvoiceNumber | ||||||||||||||||||||||||
| Invoice Date | Identifies the date the shipment was invoiced, formatted from the users 'Date Format' preference. This is an non-editable date field that is required. It defaults to the Invoice date associated with the shipment for the line item from the sales order.
Database Field: ERPx_SOInvoiceHeader.InvoiceDate | ||||||||||||||||||||||||
| Item: Description | Identifies the Item, displayed as Item ID: Item Description. This is a non-editable text box that is required. It defaults to the Item associated with the corresponding sales order invoice. Database Fields: ERPx_IMItem.ItemID: ERPx_IMItem.Description, ERPx_SOOrderItem.OrderItemSK | ||||||||||||||||||||||||
| Last Price | Identifies the last price that the item was adjusted to. This is a non-editable numeric text box that is not required. It defaults to the last price the corresponding item was adjusted to on a Posted price adjustment, if no prior Posted adjustments have been made this defaults to blank.
This is a calculated field and is not stored in the database. | ||||||||||||||||||||||||
| Last Price Adjustment | Identifies the Price Adjustment transaction ID for the last Posted Price Adjustment for the item. This is a non- editable text box that is not required. It defaults to the last Posted Price Adjustment transaction ID that the corresponding item was adjusted on and if no prior Posted adjustments have been made it defaults to blank.
This is a calculated field and is not stored in the database. | ||||||||||||||||||||||||
| Last Price Date | Identifies the GL Date of the last Posted Price Adjustment for the item. This is a non- editable date field that is not required. It defaults to the GL Date of the last Posted Price Adjustment that the corresponding item was adjusted on and if no prior Posted adjustments have been made it defaults to blank.
This is a calculated field and is not stored in the database. | ||||||||||||||||||||||||
| Original Price | Identifies the original price the item was sold for. This is a non-editable numeric text box that is not required. It defaults to the price as per the Sales Order Price UOM for the line item.
Database Field: ERPx_ERPx_SOOrderItem.ItemPrice | ||||||||||||||||||||||||
| Purchase Order |
Database Field: ERPx_SOOrderHeader.PurchaseOrder | ||||||||||||||||||||||||
| Price UOM |
Database Fields: ERPx_IMUOM.UOMID, ERPx_SOOrderItem.PriceOptionSK | ||||||||||||||||||||||||
| Production Batch | Identifies the production batch ID of the lot the item was allocated from. This is a non-editable text box that is not required. It defaults to the production batch ID of the lot the corresponding line item was allocated from on the sales order.
Database Fields: ERPx_IMProductionLot.ProductionLotID, ERPx_SOOrderItemLot.LotSK | ||||||||||||||||||||||||
| Reason Code | Identifies the reason the price is being adjusted. This is an editable single-select lookup that is not required to create a Price Adjustment transaction from this page but is conditionally required based upon the "Require a Reason Code for all Price Adjustment Lots" preference. If a Default Reason Code was selected in the header section, this field defaults to that selected reason code, else it is blank.
Database Fields: ERPx_MFNoteTypeReasonCode.ReasonCode, ERPx_SOOrderItemLot.ReasonCodeSK, ERPx_SOOrderPriceAdjustmentCriteria.DefaultReasonCodeSK | ||||||||||||||||||||||||
| Rem. Units | Identifies the Remaining Units that don’t have previous price adjustments. This is a non-editable numeric text box that is not required. It defaults to the number of units that have not previously been adjusted that are remaining from the number of units that were sold for the corresponding item. For example, if 10 units were sold on an invoice and a price adjustment has been previously processed for 3 of those units then the Rem. Units column will display '7'. If there are no previous price adjustments for this item and invoice then the Rem. Units column will display '10' units.
This is a calculated field and is not stored in the database. | ||||||||||||||||||||||||
| Rem. Weight | Identifies the Remaining Weight that don’t have previous price adjustments. This is a non-editable numeric text box that is not required. It defaults to the weight amount that has not previously been adjusted and is remaining from the weight that was sold for the corresponding item. For example, if 100 Lbs of an item was sold on an invoice and a price adjustment has been previously processed for 20 Lbs then the Rem. Weight column will display '80' Lbs. If there are no previous price adjustments for this item and invoice then the Rem. Weight column will display '100' Lbs.
This is a calculated field and is not stored in the database. | ||||||||||||||||||||||||
| Shipped Site | Identifies the name of the Site (Warehouse) that the Item shipped from. This is a non-editable text box that is not required. It defaults from the 'Site Name' field on the 'Shipments' tab for the corresponding shipment of the line item on the Sales Order Record View.
Database Fields: ERPx_MFSite.SiteName, ERPx_LMLoadHeader.SiteSK | ||||||||||||||||||||||||
| Ship To | Identifies the Address ID: City, State that the order was shipped to. This is a non-editable text box that is not required. It defaults based on the 'Ship To' address that was selected on the 'Select Ship To' page for the corresponding invoice. This is displayed as [AddressID: ShipCity, ShipState].
Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.ShipAddressSK, ERPx_SOOrderHeader.ShipCity, ERPx_SOOrderHeader.ShipState | ||||||||||||||||||||||||
| Sold Units | Identifies the total units of the sold item that was allocated to the corresponding lot. This is a non-editable numeric text box that is required. It defaults to the number of units sold for the line item. If the Group Option is set to 'Item' this will display the total of units sold for the item across all invoices for the date range specified in the search criteria. Database Field: ERPx_SOOrderItem.AllocatedUnits | ||||||||||||||||||||||||
| Sold Weight | Identifies the total weight of the sold item that was allocated to the corresponding lot. This is a non-editable numeric text box that is required. It defaults to the weight amount sold for the line item. If the Group Option is set to 'Item' this will display the total weight sold for the item across all invoices for the date range specified in the search criteria. Database Field: ERPx_SOOrderItem.AllocatedWeight | ||||||||||||||||||||||||
| Units UOM | Identifies the unit of measure the number of sold units is based upon. This is an non-editable numeric text box that is required. It defaults to the Units UOM that the item was sold in on the corresponding sales order invoice. Database Fields: ERPx_IMUOM.UOMID, ERPx_SOOrderItem.UnitsUOMSK | ||||||||||||||||||||||||
| Warehouse Lot | Identifies the warehouse lot ID of the lot the item was allocated from. This is a non-editable text box that is not required. It defaults to the Warehouse Lot ID the corresponding line item was allocated from on the sales order.
Database Field: ERPx_IMWarehouseLot.WarehouseLotID | ||||||||||||||||||||||||
| Weight UOM | Identifies the unit of measure the sold weight is based upon. This is an non-editable numeric text box that is required. It defaults to the Weight UOM that the item was sold in on the corresponding sales order invoice. Database Fields: ERPx_IMUOM.UOMID, ERPx_SOOrderItem.WeightUOMSK |
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