The purpose of this page is to
Software Version: 2020.xx.xx and newer
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Page Header
Filters Tab - Search
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This lookup contains the values in the IncludeInLotBalance Enumeration Class.
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The lookup contains a list of all Items in the Items master file.
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The lookup contains a list of all Item Classes.
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The lookup contains a list of all Lot Owners.
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- Attribute Values
- Item Description
- Item ID
- Lot Owner
- Production Batch
- Site ID
- Site Name
- Warehouse Lot
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The lookup contains a list of all active Sites.
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Order Summary Tab
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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 unity quantity allocation fro 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 never editable from this text box, but it can be updated 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
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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 allocation 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 never editable from this text box, but it can be updated 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.AllocatedWeight
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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.
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Database Fields: ERPx_IMItem.ItemDescription, ERPx_SOOrderItem.OrderItemSK
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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.
This record view also contains columns for each Attribute that is set up for the 'Customer Addresses' 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 attributes are not included in the help documentation.
Software Version: 2022.03.18 and newer
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Page Header
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| Find Items |
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| Find Items with Balance |
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| Find Lots |
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| Go to Order |
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| Fields | Description | ||||||||||||||||
| Carrier |
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:
This lookup contains a list of all active Carriers. Database Field: ERPx_SOCarrier.CarrierName | ||||||||||||||||
Deliver On |
Database Field: ERPx_SOOrderHeader.ScheduledDeliveryDate | ||||||||||||||||
| Freight Terms | 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:
This lookup contains a list of all active Freight Terms. Database Fields: ERPx_SOFreightTerms.Description | ||||||||||||||||
Order Date |
Database Field: ERPx_SOOrderHeader.OrderDate | ||||||||||||||||
| Purch. Order |
Database Field: ERPx_SOOrderHeader.PurchaseOrder | ||||||||||||||||
| Ship By |
Database Field: ERPx_SOOrderHeader.ScheduledShipDate | ||||||||||||||||
| Ship From Site |
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:
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 | ||||||||||||||||
| Transaction |
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 | ||||||||||||||||
| Transaction Class |
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.DocumentID |
Page Details
Ship To Tab
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| Checkbox |
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| Address | 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 |
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the Customer Addresses Record View and the Customer Record View.
Database Field: |
ERPx_ |
ARCustomerAddress.AddressLine1 | |||||||||
| Address ID |
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required. It defaults |
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 and can be edited from the 'Ship By' field on the 'Shipments' tab of the Sales Order Record View. It defaults from the 'Default Ship By' field on the 'Home' tab of the Sales Order Record View.
Database Fields: ERPx_SOOrderItem.ScheduledShipDate, ERPx_LMLoadHeader.ScheduledShipDate
Used to select one or more Sites. This is a multi-select standard lookup that is not required to return results. It defaults as blank.
Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain inventory balances.
The lookup contains a list of all active Sites.
Database Fields: ERPx_MFSite.SiteID, ERPx_LMLoadHeader.SiteSk
Units UOM
Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK
Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK
Page Details
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| nopanel | true | Help | ||||||||||||||||||||
| Insert excerpt | Help - Global 3.0 | Help - Global 3.0 | ||||||||||||||||||||
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| Insert excerpt | Column Layouts for Framework 3.0 - Global | Column Layouts for Framework 3.0 - Global | ||||||||||||||||||||
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| Fields | Description | |||||||||||||||||||||
| Alloc 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: This value is not stored in the database. Calculated field? | |||||||||||||||||||||
| Alloc Weight | Identifies 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: This value is not stored in the database. Calculated field? | |||||||||||||||||||||
| Batch | Item | Owner | Site |
Site ID | Site ID | nopanel | true | Insert excerpt | Site | Site | nopanel | true |
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 |
Database Field: ERPx_ARCustomerAddress.AddressName | |||||||||||||||||||||
| Attention To |
Database Field: ERPx_ARCustomerAddress.AttentionTo | |||||||||||||||||||||
| 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.
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.
Database Field: ERPx_ARCustomerAddress.City | |||||||||||||||||||||
| Customer ID |
Database Fields: ERPx_ARCustomer.CustomerID, ERPx_ARCustomerAddress.CustomerSK | |||||||||||||||||||||
| Customer Name |
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.
Database Fields: ERPx_SOFreightTerms.Description, ERPx_ARCustomerAddress.SOFreightTermsEN | |||||||||||||||||||||
| Site Name | Identifies the name of the Site (Warehouse) 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 Site' 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.
Database Fields: ERPx_MFSite.SiteName, ERPx_ARCustomerAddress.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.
Database Field: | Units UOM | Weight | Weight UOM | Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK WLotERPx_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.
Database Field: ERPx ERPx_IMWarehouseLotARCustomerAddress.WarehouseLotIDZip |
Related Topics
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