DEFINTION.  The purpose of this page is to  This record view also contains columns for each Attribute that is set up for the '......' attribute types. The purpose of this page is to both search for and allocate inventory lots to sales Orders and Quotes in a single step. This page is most useful when you are entering an order interactively with a custom and/or selling out of existing inventory. Allocated Lots are added to the Sales transaction as either a new transaction line or as an update to an existing line. Users can view order progress by clicking on the 'Order Summary' tab. 

This page contains columns for each attribute setup for the 'Items' attribute type, 'Production Batches' attribute type and the 'Warehouse Lots' attribute type. Additionally, this record view also contains columns for each Lot Certification with a certification 'Type' of "Item & Site". Because these are user defined, they are not included in included in the default view but can be added to a saved column layout. ........ attributes Attributes and Lot Certifications are not included in the help documentation.

Software Version: 20202024.xx12.xx 16 and newer

Page Header

...

Delete - LV 3.0

Filters Tab - Search

Search Options	Description
Filter For	Insert excerpt

Delete - LV 3.0

Inq - Include - Inv Inq - Include - Inv nopanel true

Excel Insert excerptExcel - LV 3.0Excel - LV 3.0nopaneltrueFavoritesFavorites Add/Remove - Global

This is a multi-select standard lookup that is required to return results. It defaults to "Lots with Available Balance". The options available include: Lots with Available Balance: Returns all inventory lots with either a positive or negative Available Balance (a non-zero available balance) This lookup contains the values in the IncludeInLotBalance Enumeration Class.
Item	Insert excerpt

Favorites Add/Remove - Global

Inq - Item Inq - Item nopanel true

Group By Show/HideGroup By Show/Hide - Global

This is a multi-select standard lookup that is not required to return results. It defaults as blank. Insert excerpt

Group By Show/Hide - Global

Def - Item ID Def - Item ID nopanel true

HelpHelp - Global 3.0

The lookup contains a list of all Items in the Items master file.
Item Class	Insert excerpt

Help - Global 3.0

Inq - Item Class Inq - Item Class nopanel true

Mass UpdateMass Update - Global 3.0

This is a multi-select standard lookup that is not required to return results. It defaults as blank.  Insert excerpt

Mass Update - Global 3.0

Def - Item Class Def - Item Class nopanel true

Hold Code: A single-select lookup that defaults to "(No Change)", but also

The lookup contains a list of all

Hold Codes.

Sales Order Attributes: A list of Sales Order attributes configured in the Attributes Master File.

Reprice Sales Orders and Quotes: A Yes/No lookup that defaults to "No". Selecting "Yes" will reprice any line items 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.

New Insert excerptNew - Multi-Select Trans Type - GlobalNew - Multi-Select Trans Type - Globalnopaneltrue

• Order: Opens the Sales Order: Select Ship-To page for users to enter information prior to creating a sales order.
  
• Quote: Opens the Sales Order Quote: Select Ship-To page for users to enter information prior to creating a sales quote.
  
• 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.

Print Insert excerptPrint - LV 3.0Print - LV 3.0nopaneltrueQuick Filter Insert excerptQuick FilterQuick FilternopaneltrueSaved Column Layouts Insert excerptColumn Layouts for Framework 3.0 - GlobalColumn Layouts for Framework 3.0 - GlobalnopaneltrueStatus

Opens a dialog box that allows users to mass update transactions to a specific Status. Assigns the selected Status to selected/filtered transactions when Apply is clicked. Options include:

Insert excerptDef - Status - NewDef - Status - Newnopaneltrue Insert excerptDef - Status - ReleasedDef - Status - Releasednopaneltrue Insert excerptDef - Status - ShippedDef - Status - Shippednopaneltrue Insert excerptDef - Status - ApprovedDef - Status - Approvednopaneltrue Insert excerptDef - Status - Ready to PostDef - Status - Ready to PostnopaneltrueWorkflowOpens a dialog box that allows users to mass update transactions to a specific Workflow Step. Assigns the selected Workflow Step to selected/filtered transactions when Apply is clicked. Workflow Steps may be configured on the Sales: Configuration Workflow page.FieldsDescription

# of Shipments

Identifies the number of shipments associated with the order. This is required for the transaction to be saved in a status of 'Shipped' or greater. The number of shipments is auto generated based on a combination of Carrier, Site and Ship By Date. This field cannot be edited and is not stored in the database.

% Filled UnitsIdentifies the percentage of total allocated units versus total ordered units. This is a calculated field and can be edited by changing the unit allocation or 'Ord. Units' quantity for one or more line items. It is calculated as [Total Allocated Unit Quantity] / [Total Ordered Unit Quantity] * 100. This field is not stored in the database.
% Filled WeightIdentifies the percentage of total allocated weight versus total ordered weight. This is a calculated field and can be edited by changing the weight allocation or 'Ord. Weight' quantity for one or more line items. It is calculated as [Total Allocated Weight] / [Total Ordered Weight] * 100. This field is not stored in the database.

Address

Insert excerptAddress IDAddress IDnopaneltrue This is required and can be edited from the 'Address ID' 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 Order Record View.
Insert excerptDef - Customer Address IDDef - Customer Address IDnopaneltrue

Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK

Address Name Insert excerptAddress IDAddress IDnopaneltrueThis is required and can be edited from the 'Address Name

Item Classes.
Lot Owner	Insert excerpt Inq - Lot Owner Inq - Lot Owner nopanel true  This is a multi-select standard lookup that is not required to return results. It defaults as blank. Insert excerpt Def - Owner Def - Owner nopanel true The lookup contains a list of all Lot Owners.
Search	Insert excerpt Search - Search Options Search - Search Options nopanel true Attr: [Attribute Value] (columns are not visible in the grid, but may still be searched on) Batch: [Production Batch] Item: [Item ID] or [Item Name] Owner: [Lot Owner] Site: [SIte ID] or [Site Name] WLot: [Warehouse Lot]

 

Order Summary Tab

Fields	Description
Is Sub Item	Displays whether the item is a substitute item and the item description of the item which it was substituted for. This is a non-editable text box that is not required. It defaults a blank. This field is never editable and is not stored in the database.
Item	Insert excerpt Item ID & Item Description Item ID & Item Description nopanel true  This is a non-editable text box that is required. It defaults from the saved item(s) on the sales transaction. This field can be edited from the 'Item Description' field on the 'Properties' tab of the Item Record View. Insert excerpt Def - Item ID Def - Item ID nopanel true Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_SOOrderItem.OrderItemSK
Ord. Units	Displays the number of units ordered for the line item.This is a non-editable text box that is not required. It defaults as the item unit quantity saved on the transaction; else it defaults to "0.00". This field also defaults to "0.00" if the item's "Manage Item By' property is set to "Weight Only". This field is editable from the 'Ord. Units' column for the associated item on the Sales Order Record View while the status of the transaction is less than "Shipped". Database Field: ERPx_SOOrderItem.OrderedUnits
Ord. Weight	Displays the weight ordered for the line item. This is a non-editable text box that is not required. It defaults as the item weight saved on the transaction; else it defaults to "0.00". This field also defaults to "0.00" if the item's "Manage Item By' property is set to "Units Only". This field is editable from the 'Ord. Weight' column for the associated item on the Sales Order Record View while the status of the transaction is less than "Shipped.". Database Field: ERPx_SOOrderItem.OrderedWeight
Ship By	Identifies the date the shipment containing the item is scheduled to leave the Site, formatted from the users 'Date Format' preference. This is a non-editable text box that is required for the transaction to be saved in a status of 'Shipped' or greater. This field defaults from the 'Ship By' field for the associated Item on the Items grid on the Sales Order Record View.  It can be edited from the 'Ship By' field on the 'Shipments' tab of the Sales Order Record View. Database Fields: ERPx_SOOrderItem.ScheduledShipDate, ERPx_LMLoadHeader.ScheduledShipDate
Site	Insert excerpt Site ID Site ID nopanel true This is a non-editable text box that is required. It defaults from the 'Site' field on the Items grid on the Sales Order Record View. It can be edited from the 'Site' field on the 'Shipments' tab of the Sales Order Record View. Insert excerpt Def - Site Def - Site nopanel true Database Fields: ERPx_MFSite.SiteID, ERPx_LMLoadHeader.SiteSk
Units	Displays the allocated units to be added or subtracted from the Available balance for the line item. This is a non-editable text box that is not required. It defaults as the unit quantity allocated for the item saved on the transaction, else it defaults to "0.00". This field also defaults to "0.00" if the item's "Manage Item By' property is set to "Weight Only". This field is editable from the 'Alloc. Units' column for the associated inventory lot on the Find Lots Record View or the 'Units' column for the associated item on the Allocate Sales Transaction Item Record View for the transaction while the status of the transaction is less than "Approved". Database Field: ERPx_SOOrderHeader.AllocatedUnits
Units UOM	Insert excerpt UOM - Units UOM - Units nopanel true This is a non-editable text box that is required. It defaults from the 'Sales Order Unit UOM' field on the 'Properties' tab of the

Customer Addresses

Item Record View. It

comes

can be edited from the '

Ship To

Units UOM' field on the

'Home' tab of

Items grid on the Sales Order Record View while the status of the transaction is less than "Shipped.". Insert excerpt Def - UOM Def - UOM nopanel true Database Fields:

 ERPx

ERPx_

ARCustomerAddress

IMUOM.

AddressName

UOMName,

 

ERPx_

SOOrderHeader

SOOrderItem.

AddressSKAlloc AmountIdentifies the total allocated extended amount of all allocated line items, formatted to 2 decimal places. This is a calculated field and can be edited by changing the unit/weight allocations or by updating the 'Price' field of a line item on the Sales Order Record View. It is calculated as [Allocated Quantity] * [Price], where [Allocated Quantity] is the Allocated Units if the 'Default Price UOM' for the item is units based and Allocated Weight if the 'Default Price UOM' for the item is weight based

UnitUOMSK

Weight

Displays the allocated weight to be added or subtracted from the Available balance for the line item. This is a non-editable text box that is not required. It defaults as the weight quantity allocated for the item saved on the transaction, else it defaults to "0.00". This field also defaults to "0.00" if the item's "Manage Item By' property is set to "Units Only". This field is editable from the 'Alloc. Weight' column for the associated inventory lot on the Find Lots Record View or the 'Weight' column for the associated item on the Allocate Sales Transaction Item Record View for the transaction while the status of the transaction is less than "Approved.". Database Field: ERPx_SOOrderHeader.

AllocatedAmountAlloc Units

Identifies the total number of allocated units for all line items, formatted to 2 decimal places. This is a calculated field and can be edited by changing the unit allocation of one or more line items.

Database Field: ERPx_SOOrderHeader.AllocatedUnits

Alloc WeightIdentifies the total allocated weight for all line items, formatted to 2 decimal places. This is a calculated field and can be edited by changing the weight allocation of one or more line items.

Database Field: ERPx_SOOrderHeader.AllocatedWeight

Amount Insert excerptAmount - OriginalAmount - Originalnopaneltrue If the Status of the transaction is "Shipped", "Approved", "Ready to Post", "Posted", "Void" or "Replaced", the this field will display the Allocated Amount. Else, this field will display the Ordered Amount. This is a calculated field and can be edited by changing the 'Ord. Units', Ord. Weight' or 'Price' fields on the Sales Order Record View or unit/weight allocations.

The above text came from the mock up. However, the way it is currently working is that if the order has been allocated (regardless of the status), then we display the Allocated Amount. Else, if an other has not been allocated, then display the Ordered Amount (regardless of status).

Database Fields: ERPx_SOOrderHeader.OrderedAmount, ERPx_SOOrderHeader.AllocatedAmount 

Attention To  Insert excerptAttention ToAttention Tonopaneltrue This is not required and can be edited from ......There is no field on the customer address record to add/edit this field - should it be added or should the field be removed/updated? 

Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPx_SOOrderHeader.ShipAttentionTo

BOL Insert excerptBOLBOLnopaneltrue If more than one shipment exists, this field will list each BOL in a comma separated list. This is not required and can be edited from the 'BOL' field on the 'Shipments' tab of the Sales Order Record View.
Insert excerptDef - Bill of LadingDef - Bill of Ladingnopaneltrue

Database Field: ERPx_SOOrderHeader.BOL

Carrier Name Insert excerptCarrier - DefaultCarrier - Defaultnopaneltrue This is not required and can be edited from the 'Default Carrier' field on the 'Home' tab of the Sales Order Record View.
Insert excerptDef - CarrierDef - Carriernopaneltrue

Database Fields: ERPx_SOCarrier.CarrierName, ERPx_SOOrderHeader.CarrierSK

Checkbox Insert excerptCheckboxCheckboxnopaneltrueCreated By Insert excerptCreated ByCreated Bynopaneltrue This field is required.

Database Field: ERPx_SOOrderHeader.CreatedBy

Created Date

Identifies the Created Date of the transaction, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user. This field is required.

Database Field: ERPx_SOOrderHeader.CreatedDate

Created Time

Identifies the Created Time of the transaction, formatted in 'HH:MM:SS'. This is a system assigned value and is never editable by a user. This field is required.

Database Field: ERPx_SOOrderHeader.CreatedDate

Currency  Insert excerptCurrencyCurrencynopaneltrue This is required and comes from the 'Currency' field in the 'Home' tab of the Sales Order Record View. This field is not editable. Insert excerptDef - CurrencyDef - Currencynopaneltrue

Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_SOOrderHeader.CurrencySK

Customer

Identifies the Customer ID associated with the transaction. 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 Order Record View.

Insert excerptDef - Customer IDDef - Customer IDnopaneltrue

Database Fields: ERPx_ARCustomer.CustomerID, ERPx_SOOrderHeader.CustomerSK

Customer Name Insert excerptCustomer NameCustomer Namenopaneltrue 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 Order Record View. Insert excerptDef - Customer NameDef - Customer Namenopaneltrue

Database Fields: ERPx_ARCustomer.CustomerName, ERPx_SOOrderHeader.CustomerSK  

Days OutIdentifies the number of days before the order is shipped. This is a calculated field that can be either positive or negative. It is calculated as [Default Ship By] - [Current Date]. It is a positive number when the 'Default Shipped By' field is in the future and a negative number when the 'Default Shipped By' field is in the past. It is required and can be edited from the 'Default Ship By' field on the 'Home' tab of the Sales Order Record View. This field is not stored in the database.Deliver On

Displays the default date the order will be delivered, formatted from the users 'Date Format' preference. This is required and can be edited from the 'Default Deliver On' field on the 'Home' tab of the Sales Order Record View.

Database Field: ERPx_SOOrderHeader.ScheduledDeliveryDate

Inside Salesperson Name Insert excerptSalesperson - InsideSalesperson - Insidenopaneltrue This is not required and can be edited from the 'Salesperson - Inside Sales

AllocatedWeight

Weight UOM

Insert excerpt UOM - Weight UOM - Weight nopanel true This is a non-editable text box that is required. It defaults from the 'Sales Order Weight UOM' field on the 'Properties' tab of the Item Record View. It can be edited from the 'Weight UOM' field on the Items grid on the Sales Order Record View while the status of the transaction is less than "Shipped.". Insert excerpt Def - UOM Def - UOM nopanel true Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK

Page Details

...

Database Field: ERPx_IMWarehouseLot.StorageBeginDate

Database Fields: ERPx_ARCustomerAddress.Country, ERPx_SOOrderHeader.ShipCountry

 This field defaults from the 'Storage Renewal Day' assigned to the corresponding Warehouse Lot.  This can be edited from the

Warehouse Lots list view, or the Receipt transaction record view via the Mass Update window.

Database Field: ERPx_IMWarehouseLot.StorageRenewalDay

Identifies the shipment ID(s) associated with the transaction. If more than one shipment exists, this field will list each shipment in a comma separated list. This is required for the transaction to be saved in a status of 'Shipped' and greater. The shipment ID is auto generated based on a combination of Carrier, Site and Ship By Date and cannot be edited.

Database Field: ERPx_LMLoadHeader.LoadID

Identifies the status of the shipments associated with the transaction. This is required only if a shipment exists. It can be edited from the 'Load Status' field on the 'Shipments' tab of the Sales Order Record View. What if there are multiple shipments and they are in different statuses?

Database Field: ERPx_LMLoadHeader.LoadStatusSK

Database Fields: ERPx_LMLoadHeader.ActualShipDate, ERPx_SOOrderHeader.ActualShipDate

Database Fields: ERPx_MFSite.SiteID, ERPx_SOOrderHeader.SiteSK

Database Fields: ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK

Database Fields: ERPx_SOOrderStatus.OrderStatusName, ERPx_SOOrderHeader.OrderStatusSK

Database Field: ERPx_SOOrderHeader.OrderDate

Database Field: ERPx_SOOrderHeader.OrderID

Database Field: ERPx_SOOrderType.DocumentID

Database Field: ERPx_ARTransactionType.TransactionName

Database Fields: ERPx_MFWorkflow.WorkflowName, ERPx_SOOrderType.WorkflowSK