Insert excerptDef - Sales TransactionsDef - Sales Transactions

Insert excerpt

	Def - Invoice
	Def - Invoice
nopanel	true

The purpose of this inquiry is to display sales invoices created from sales transactions that have been posted. Users may utilize search options to filter the results. From this inquiry, users may open the invoice, corresponding sales transaction . This inquiry also contains columns for each Attribute that is set up for the 'Sales Order' attribute type. Because these are user defined, they are not included in the default view but can be added a saved column layout.Sales Order attributes are not included in the help documentationor journal details.

Software Version: 20212023.xx11.xx 30 and newer

Table of Contents

type	flat

...

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.

Customer

Invoice

Purchase Order

Transaction

Search Options

Description

Auto Hide Filters

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	Auto Hide Filters
	Auto Hide Filters
nopanel	true

Auto Refresh on Open

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	Auto Refresh on Open
	Auto Refresh on Open
nopanel	true

Carrier

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	Inq - Carrier
	Inq - Carrier
nopanel	true

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

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	Def - Carrier
	Def - Carrier
nopanel	true

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

Customer

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	Inq - Customer
	Inq - Customer
nopanel	true

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

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	Def - Customer
	Def - Customer
nopanel	true

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

Date Range

Insert excerpt

Inq - Transaction Date

nopanel

true

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".

Saved Search OptionsSearches

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	Search Options for Framework 3.0 - Global
	Search Options for Framework 3.0 - Global
nopanel	true

Search

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Search - Search Options

nopanel

true

0 - Global
nopanel	true

Search

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	Search - Search Options
	Search - Search Options
nopanel	true

Attr: [Attribute Value] (columns are not visible in the grid, but may still be searched on)
Carrier: [Carrier Name] (column is not visible in the grid, but may still be searched on)
Customer: [Customer ID] or [Customer Name]
Invoice: [Invoice]
Item: [Item ID] or [Item Description] (columns are not visible in the grid, but may still be searched on)
Order: [Transaction]
PO: [Purchase Order]
Site: [Site ID] or [Site Name] (columns are not visible in the grid, but may still be searched on)

Site

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	Inq - Site
	Inq - Site
nopanel	true

It displays as [Site ID]: [Site Name]. This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

The lookup contains a list of all active 'Active' Sites.

Trans Class

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	Inq - Transaction Class
	Inq - Transaction Class
nopanel	true

The values in this lookup are listed alphabetically. If there is more than one Transaction Class for the Transaction Type, then the value in the lookup will display as [Transaction Type] - [Transaction Class]. This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt

	Def - Transaction Class - General
	Def - Transaction Class - General
nopanel	true

The lookup contains a list of all 'Active' Transaction Classes, with the exception of Quote type transaction classes.

Page Details

Journal Details - LV

Toolbar Icons

Description

Column Filter Show/Hide

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	Column Filter Show/Hide - Global
	Column Filter Show/Hide - Global
nopanel	true

Excel

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	Excel - LV 3.0
	Excel - LV 3.0
nopanel	true

Favorites

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	Favorites Add/Remove - Global
	Favorites Add/Remove - Global
nopanel	true

Group By Show/Hide

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	Group By Show/Hide - Global
	Group By Show/Hide - Global
nopanel	true

Help

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Journal Details - LV 3.0

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	Help - Global 3.0
	Help - Global 3.0
nopanel	true

Journal Details

3.0
nopanel	true

Print

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	Print - LV 3.0
	Print - LV 3.0
nopanel	true

Quick Column Filter

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	Quick Column Filter
	Quick Column Filter
nopanel	true

Refresh

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	Refresh - Global 3.0
	Refresh - Global 3.0
nopanel	true

Saved Column Layouts

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	Column Layouts for Framework 3.0 - Global
	Column Layouts for Framework 3.0 - Global
nopanel	true

FieldsDescriptionCheckboxSearch Options

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	Checkbox	CheckboxSearch Options - Inquiry Grid 3.0
	Search Options - Inquiry Grid 3.0
nopanel	true

Address IDView

Address ID

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Address ID

View - Options in Same Tab 3.0
	View - Options in Same Tab 3.0
nopanel	true

This 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.

Invoice: Opens the Sales Transaction Record View for the selected invoice.
Transaction: Opens the Sales Transaction Record View for the selected transaction.
Journal Details: Opens the Journal Details Record View to view journal entry details for the selected transaction.

FieldsDescriptionCheckboxDef - Customer Address ID

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Def - Customer Address ID

Checkbox
	Checkbox
nopanel	true

Database Fields: ERPx_ARCustomerAddress.AddressID, ERPh_SOOrderHeader.AddressSK

Address

Name

ID

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	Address ID
	Address ID
nopanel	true

This can be edited from the 'Address Name' 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.Transaction Record View. It is not editable.

Insert excerpt

	Def - Customer Address ID
	Def - Customer Address ID
nopanel	true

ERPxDatabase Fields: ERPx_ARCustomerAddress.AddressNameAddressID, ERPh_SOOrderHeader.AddressSK

AmountIdentifies the sum of all the Line Items allocated extended amount, formatted to 2 decimal places. This is a calculated field and can only be edited by changing the unit/weight allocations or by updating the 'Price' field of a line item on

Address Name

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: ERPx_SOOrderHeader.AllocatedAmount

Amount - Ord.

Insert excerpt

	Address ID
	Address ID
nopanel	true

This comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View.

It is not editable.

Database Fields: ERPx_ARCustomerAddress.AddressName, ERPh_SOOrderHeader.AddressSK

Amount

Identifies the sum of all the Line Items ordered allocated extended amount, formatted to 2 decimal places. This is a calculated field and can only be edited by changing the unit/weight ordered quantities or by updating the 'Price' field of a line item on the Sales Transaction Record Viewthat is not editable.

It is calculated as ([Ordered Allocated Quantity] * [Price]), where [Ordered Allocated Quantity] is the Ordered Allocated 'Units if ' when the 'Price UOM' for the item is a Unit UOM , and Ordered Weight if it is the Allocated 'Weight' when the 'Price UOM' for the item is a Weight UOM.

Database Field: ERPx ERPh_SOOrderHeader.OrderedAmountAllocatedAmount

Attention To

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	Attention To
	Attention To
nopanel	true

This

is not required and can be edited by clicking the 'Ship To' address hyperlink on the 'Home' tab of the Sales Order

comes from the 'Ship Attention To' field on the Edit Ship To Address dialog box. It is editable via the More Actions button on the Sales Transaction Record View.

Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPh_SOOrderHeader.ShipAttentionTo

Brokerage Amt.

Insert excerpt

	Def - Brokerage Amt.
	Def - Brokerage Amt.
nopanel	true

This

field

displays the total 'Program Amt.' of all line items on the transaction that qualify for

the program

one or more related Brokerage programs. This

field

is not required. This

field

is a calculated field and may

be edited from the Sales Program Details Record View.

Database Field: ERPx_SPProgramSettlementItem.ComputedAmount

Carrier Name Insert excerptCarrier - DefaultCarrier - Defaultnopaneltrue This 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, ERPh_SOOrderHeader.CarrierSK

Created Insert excerptCreatedCreatednopaneltrue This field is required

be edited from the Sales Program Details Record View.

This field uses the Ordered Ext Amount for transactions where the Status is less than "Shipped" and Allocated Ext Amount for transactions where the Status is "Shipped" or greater.

Database Field:

ERPx

ERPx_

SOOrderHeader

SPProgramSettlementItem.

CreatedDateCreated By

ComputedAmount

Cost Amt.Created Bynopaneltrue

Insert excerpt

Created By

Def - Cost Amt. (SO)
	Def - Cost Amt. (SO)
nopanel	true

This field displays the total cost of all inventory line items on the transaction. This is not required and can be edited in the Update Costs inquiry.

This field uses the last applicable cost for unallocated line items and the Actual or Market Cost for allocated items.

Database Field:

ERPh

ERPh_SOOrderHeader.

CreatedBy

ExtendedCostAmount

Currency

Insert excerpt

	Currency
	Currency
nopanel	true

This comes from the 'Currency' field in the 'Home' tab of the Sales Order Record Viewassociated with the Customer on the transaction. This field is not editable.

Insert excerpt

	Def - Currency
	Def - Currency
nopanel	true

Database Fields: ERPx_MFCurrency.CurrencyID, ERPh_SOOrderHeader.CurrencySK

Customer ID

Insert excerpt

	Customer ID - Transaction
	Customer ID - Transaction
nopanel	true

This 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 Transaction Record View. It is not editable.

Insert excerpt

	Def - Customer ID
	Def - Customer ID
nopanel	true

Database Fields: ERPx_ARCustomer.CustomerID, ERPh_SOOrderHeader.CustomerSK

Customer Name

It

Insert excerpt
Customer Name - Transaction	Customer Name - Transaction
nopanel	true

This can be edited from the 'Customer Name' field on the 'Properties' tab of the Customer Record View.

	Customer Name
	Customer Name
nopanel	true

This comes from the 'Ship To' field on the 'Home' tab of the Sales Order Transaction Record View. It is not editable.

Insert excerpt

	Def - Customer Name
	Def - Customer Name
nopanel	true

Database Fields: ERPx_ARCustomer.CustomerName, ERPh_SOOrderHeader.CustomerSK

Freight Amt.Identifies the total freight amount for all shipments 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

SOOrderHeader.CustomerSK

Freight Amt.

Insert excerpt

	Def - Freight Amt. (SO)
	Def - Freight Amt. (SO)
nopanel	true

Gross Margin Amt.Identifies the profit amount, using only product costs, on the transaction. This field

This is not required

and not stored in the database

. This

field may

can be edited by

editing any of the fields used in calculating this amount.
Insert excerptDef - Gross Margin Amt.Def - Gross Margin Amt.nopaneltrueGross Margin Pct.

Identifies the percentage of profit, using only product costs, on the transaction. 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.

Insert excerptDef - Gross Margin Pct.Def - Gross Margin Pct.nopaneltrueLast Updated Insert excerptLast UpdatedLast Updatednopaneltrue This field is required.

Database Field: ERPx_SOOrderHeader.LastUpdated

Last Updated By Insert excerptLast Updated ByLast Updated Bynopaneltrue

Database Field: ERPh_SOOrderHeader.LastUser

Multiple ShipmentsIdentifies if the transaction has more than one shipment. This field is not required and

updating the 'Freight Rate', 'Surcharge %' or 'Other Charges' fields on the Shipment Details Record View or from the Sales Program Details Record View for the Freight Accrual Program.

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: ERPh_SOOrderHeader.FreightAccrualAmount

GL Date

Insert excerpt

	GL Date
	GL Date
nopanel	true

This comes from the 'GL Date' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable.

Database Field: ERPh_SOInvoiceHeader.GLDate

GL Period

Insert excerpt

	GL Period
	GL Period
nopanel	true

This comes from the 'GL Date' field on the 'Shipments' tab of the Sales Transaction Record View. This field is not stored in the database. It is not editable.
GL Year

Insert excerpt

	GL Year
	GL Year
nopanel	true

This comes from the 'GL Date' field on the 'Shipments' tab of the Sales Transaction Record View. This field is not stored in the database. It

displays as "Yes" if there are multiple shipments or blank if there are not multiple shipments. This field

is not editable.

Net Gross Margin Amt.

Identifies the

final

profit amount, using only product costs, on the transaction. 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.

Insert excerpt

	Def -

Net

Gross Margin Amt.
	Def -

Net

Gross Margin Amt.
nopanel	true

Net Gross Margin Pct.

Identifies the percentage of

final

profit, using only product costs, on the transaction. 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.

Insert excerpt

	Def -

Net

Gross Margin Pct.
	Def -

Net

Gross Margin Pct.
nopanel	true

Other Accrual Amt.InvoiceDef - Other Accrual Amt.

Insert excerpt

Def - Other Accrual Amt.

Invoice Number
	Invoice Number
nopanel	true

This

field displays

comes from the

total

'

Program Amt.' of all line items on the transaction that qualify for the program. This field is not required. This field is a calculated field and may be edited from the Sales Program Details Record View.

Database Field: ERPx_SPProgramSettlementItem.ComputedAmount

Pct. Filled UnitsIdentifies the percentage of total allocated units versus total ordered units. This can be edited by changing the unit allocation or 'Ord. Units' quantity for one or more line items. This field is not stored in the database.Pct. Filled WeightIdentifies the percentage of total allocated weight versus total ordered weight. This can be edited by changing the weight allocation or 'Ord. Weight' quantity for one or more line items. This field is not stored in the database.Product Cost Amt.Identifies the actual cost of all items on the transaction. This field is not required. 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

Invoice #' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable.

Database Field: ERPh_SOInvoiceHeader.InvoiceNumber

InvoicedIdentifies 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

Net Margin Amt.

Identifies the final profit amount on the transaction. This is not required and not stored in the database. This may be edited by editing any of the fields used in calculating this amount.

Insert excerpt

	Def -

Product Cost

Net Margin Amt.
	Def -

Product Cost

Net Margin Amt.
nopanel	true

Database Fields: ERPx_SOOrderItem.ItemActualCost, ERPx_IMLotCostHistory.Cost, ERPx_IMLotBalance.LotSK

Purchase Order

Insert excerptPurchase OrderPurchase Ordernopaneltrue This can be edited from the 'Purchase Order' field on the 'Home' tab of the Sales Order Record View.

Net Margin Pct.

Identifies the percentage of final profit on the transaction. This is not required and not stored in the database. This may be edited by editing any of the fields used in calculating this amount.

Insert excerpt

	Def - Net Margin Pct.
	Def - Net Margin Pct.
nopanel	true

Order #

Identifies the transaction ID of the original posted transaction. It is a system assigned value and is not editable. It will display the source transaction ID on Price Adjustment and Return transactions. It will also display the source transaction ID on Sales Order transactions that were created as a result of approving a Sales Quote transaction. It is not editable.

Insert excerpt

	Def - Transaction Class -

Purchase Order

General
	Def -

Purchase Order

Transaction Class - General
nopanel	true

Database Field: ERPh_SOOrderHeader.

PurchaseOrderSalesperson - Inside

OriginTransID

Order Trans ClassSalesperson - Inside

Insert excerpt

Salesperson - Inside

Transaction Class
	Transaction Class
nopanel	true

This

can be edited

comes from the

'Salesperson - Inside Sales' field on the 'Properties' tab of the Sales Order Record View. Insert excerptDef - SalespersonDef - Salespersonnopaneltrue

original order's 'Transaction Class' value selected by the user when the sales order or sales quote was created. It is not editable.

Insert excerpt

	Def - Salesperson Transaction Class - InsideGeneral
	Def - Salesperson Transaction Class - InsideGeneral
nopanel	true

Database FieldsField:ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPh_SOOrderHeader.InsideSalespersonSK

Salesperson - Outside

SOOrderTypeDocument.DocumentID

OrderedSalesperson - Outside

Insert excerpt

Salesperson - Outside

Doc Date
	Doc Date
nopanel	true

This can be edited

It is formatted from the users 'Date Format' preference. This comes from the '

Salesperson - Outside Sales

Order Date' field on the '

Properties

Home' tab of the Sales

Order

Transaction Record View.

Insert excerptDef - SalespersonDef - Salespersonnopaneltrue

It is not editable.

Database Field: ERPh_SOOrderHeader.OrderDate

Other Accrual Amt.

Insert excerpt

	Def -

Salesperson - Outside

Other Accrual Amt.
	Def -

Salesperson - Outside

Other Accrual Amt.
nopanel	true

Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPh_SOOrderHeader.SalesPersonSK

Ship City/State

Displays the destination City and State where the order will be shipped to. This can be edited from the 'City' and 'State' fields 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. This displays the total 'Program Amt.' of all line items on the transaction that qualify for one or more related non-freight Accrual programs. This is not required. This is a calculated field and may be edited from the Sales Program Details Record View.

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

Payment Terms

Insert excerpt

	Payment Terms
	Payment Terms
nopanel	true

This comes from the 'Payment Terms' field on the 'Properties' tab of the Sales Transaction Record View. It is not editable.

Insert excerpt

	Def -

Address - City

Payment Terms
	Def -

Address - Citynopaneltrue Insert excerptDef - Address - StateDef - Address - StatenopaneltrueDatabase Fields: ERPx_ARCustomerAddress.City, ERPx_ARCustomerAddress.State, ERPh_SOOrderHeader.ShipCity,

Payment Terms
nopanel	true

Linked Database Field: ERPh_SOOrderHeader.ShipState

Ship Country

Displays the Country the order will be shipped to. This can PaymentTermsSK

Product Cost Amt.

Identifies the actual cost of all items on the transaction. This field is not required. If the item is ordered, but not allocated, this field may be edited from the 'CountryActual Cost' 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 Viewfor 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.

Insert excerpt

	Def - Address - CountryProduct Cost Amt.
	Def - Address - CountryProduct Cost Amt.
nopanel	true

Displays the phone number at the address where the order will be shipped to. This can be edited from the 'Phone' field on the 'Properties' tab of the Customer Addresses Record View. It comes from the 'Ship ToDatabase Fields: ERPh_SOOrderItem.OrderItemActualCost, ERPx_ARCustomerAddressIMLotCostHistory.CountryCost, ERPhERPx_SOOrderHeader.ShipCountry

Ship Phone

IMLotBalance.LotSK

Purchase Order

Insert excerpt

	Purchase Order
	Purchase Order
nopanel	true

This comes from the 'Purchase Order' field on the 'Home' tab of the Sales Order Transaction Record View. It is not editable.

Insert excerpt

	Def -

Address - Phone 1

Purchase Order
	Def -

Address - Phone 1

Purchase Order
nopanel	true

Database Fields: ERPx_ARCustomerAddress.Phone1,Field: ERPh_SOOrderHeader.ShipPhone1

ShippedIdentifies the date the shipment left the site, formatted from the users 'Date Format' preference. This can be edited from the 'Shipped' field on the 'Shipments' tab of the Sales Order Record View. If the transaction contains multiple shipments, this field will display the latest 'Shipped' date.

Database Fields: ERPh_LMLoadHeader.ActualShipDate, ERPh_SOOrderHeader.ActualShipDate

Site

Insert excerptSite IDSite IDnopaneltrue This can be edited from the 'Site ID.PurchaseOrder

Rebate Amt.

Insert excerpt

	Def - Rebate Amt.
	Def - Rebate Amt.
nopanel	true

This displays the total 'Program Amt.' of all line items on the transaction that qualify for one or more related Rebate programs. This is not required. This is a calculated field and may be edited from the Sales Program Details Record View.

This field uses the Ordered Ext Amount for transactions where the Status is less than "Shipped" and Allocated Ext Amount for transactions where the Status is "Shipped" or greater.

Database Field: ERPx_SPProgramSettlementItem.ComputedAmount

Salesperson - Inside

Insert excerpt

	Salesperson - Inside
	Salesperson - Inside
nopanel	true

This comes from the 'Salesperson - Inside Sales' field on the 'Properties' tab of the Site Sales Transaction Record View. It comes from the 'Default Site' field on the 'Home' tab of the Sales Order Record View.is not editable.

Insert excerpt

	Def - Salesperson
	Def - Salesperson
nopanel	true

Insert excerpt

	Def - Salesperson - SiteInside
	Def - Salesperson - SiteInside
nopanel	true

Database Fields: ERPxERPx_MFSite.SiteIDSPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPh_SOOrderHeader.SiteSK

Site Name

InsideSalespersonSK

Salesperson - Outside

Insert excerpt

	Site	SiteSalesperson - Outside
	Salesperson - Outside
nopanel	true

This an be edited comes from the 'Site NameSalesperson - Outside Sales' field on the 'Properties' tab of the Site Sales Transaction Record View. It comes from the 'Default Site' field on the 'Home' tab of the Sales Order Record View.is not editable.

Insert excerpt

	Def - Salesperson
	Def - Salesperson
nopanel	true

Insert excerpt

	Def - Salesperson - SiteOutside
	Def - Salesperson - SiteOutside
nopanel	true

Database Fields: ERPx_MFSite.SiteNameSPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPh_SOOrderHeader.SiteSK

Status Insert excerptStatusStatusnopaneltrue This is required and can be edited from the 'Status' on the 'Home' tab of the Sales Transaction Record View

SalesPersonSK

Ship City/State

Displays the destination City and State where the order will be shipped to. 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.

Insert excerpt

	Def - Address -

Status

City
	Def -

Status

Address - City
nopanel	true

The Statuses that apply to transactions in this List View include:

Insert excerpt

	Def -

Status

Address -

Ready to Post

State
	Def -

Status

Address -

Ready to Post

State
nopanel	true

Insert excerptDef - Status - PostedDef - Status - Postednopaneltrue

Database Fields: ERPx_ARCustomerAddress.City, ERPx_ARCustomerAddress.State, ERPh_SOOrderHeader.ShipCity, ERPh_SOOrderHeader.ShipState

Ship Country

Displays the Country the order 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.

Insert excerpt

	Def -

Status

Address -

Void

Country
	Def -

Status

Address -

Void

Country
nopanel	true

Database Fields:

ERPx

ERPx_

SOOrderStatus

ARCustomerAddress.

OrderStatusName

Country,

ERPx

ERPh_SOOrderHeader.

OrderStatusSK

ShipCountry

Transaction Class Insert excerptTransaction ClassTransaction Classnopaneltrue This is required and Ship Phone

Displays the phone number at the address where the order will be shipped to. This comes from the 'Transaction Class' value selected by the user when the sales order or sales quote was created. It Phone' field on the 'Properties' tab of the Customer Addresses Record Viewwhen the transaction was created. Once the transaction is posted, this field is not editable.

Insert excerpt

	Def -

Transaction Class

Address -

General

Phone 1
	Def -

Transaction Class

Address -

General

Phone 1
nopanel	true

Database

Field: ERPx_SOOrderType.DocumentIDTrans Date

Fields: ERPx_ARCustomerAddress.Phone1, ERPh_SOOrderHeader.ShipPhone1

Status

Insert excerpt

Doc Date

	Status

Doc Date

	Status
nopanel	true

It is formatted This comes from the users 'Date Format' preference. This can be edited from the 'Order Date' field 'Status' on the 'Home' tab of the Sales Order Transaction Record View.

Database Field: ERPh_SOOrderHeader.OrderDate

Trans TypeTransaction Type

It is not editable.

Insert excerpt

Transaction Type

Def - Status
	Def - Status
nopanel	true

It is a system assigned value and is not editable. The transaction types are: Quote, Order, Return and Price Adjustment.

The Statuses that apply to transactions in this Inquiry include:

Insert excerpt

	Def - Status - Posted
	Def - Status - Posted
nopanel	true

Insert excerpt

	Def - Status -

Transaction Types

Void
	Def -

Transaction Types

Status - Void
nopanel	true

Database

Field

Fields: ERPx_

ARTransactionType.TransactionNameTransaction

SOOrderStatus.OrderStatusName, ERPh_SOOrderHeader.OrderStatusSK

Trans Class

Weight

This is called 'Alloc. Weight' in some places - if it changes, we need to update the 3 inq and the 3 LVs

Insert excerpt

	Transaction IDClass
	Transaction IDClass
nopanel	true

Clicking on the link opens the corresponding transaction record view. This is a system assigned value and is not editable. This comes from the 'Transaction Class' value associated with the Invoice, Return and Price Adjustment transaction type. It is not editable.

Insert excerpt

	Def - Transaction

ID

Class -

Sales

General
	Def - Transaction

ID

Class -

Sales

General
nopanel	true

Database Field:

ERPh

ERPx_

SOOrderHeader.OrderID

Units

This is called 'Alloc. Units' in some places - if it changes, we need to update the 3 inq and the 3 LVs

Identifies the sum of all the Line Items allocated 'Units', formatted to 2 decimal places. This is a calculated field and can only be edited by changing the quantity of allocated 'Units' on one or more line items on the Sales Transaction Record View.

Database Field: ERPx_SOOrderHeader.AllocatedUnits

Units - Ord.

Identifies the sum of all the Line Items Ordered 'Units', formatted to 2 decimal places. This is a calculated field and can only be edited by changing the quantity of Ordered 'Units' on one or more line items on the Sales Transaction Record View.

Database Field: ERPx_SOOrderHeader.OrderedUnits

SOOrderTypeDocument.DocumentID

Trans Type

Insert excerpt

	Transaction Type
	Transaction Type
nopanel	true

This is a system assigned value and is not editable. The transaction types are: Invoice, Return and Price Adjustment.

Insert excerpt

	Def - Transaction Types
	Def - Transaction Types
nopanel	true

Database Field: ERPx_SOOrderType.OrderTypeName

Transaction

Insert excerpt

	Transaction ID
	Transaction ID
nopanel	true

This is a system assigned value and is not editable.

Insert excerpt

	Def - Transaction ID - Sales
	Def - Transaction ID - Sales
nopanel	true

Database Field: ERPh_SOOrderHeader.OrderID

Units

Identifies the sum of all the Line Items allocated 'WeightUnits', formatted to 2 decimal places. This is a calculated field and can only be edited by changing the quantity of allocated 'Weight' on one or more line items on the Sales Transaction Record Viewthat is not editable.

Database Field: ERPx ERPh_SOOrderHeader.AllocatedWeightAllocatedUnits

Weight

- Ord.

Identifies the sum of all the Line Items Ordered allocated 'Weight', formatted to 2 decimal places. This is a calculated field and can only be edited by changing the quantity of Ordered 'Weight' on one or more line items on the Sales Transaction Record Viewthat is not editable.

Database Field: ERPx ERPh_SOOrderHeader.OrderedWeightAllocatedWeight

Version	Old Version 1	New Version Current
Changes made by	Janice Dannenberg (Unlicensed)	Emma Greenwood
Saved on	Apr 21, 2021	Dec 04, 2023

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