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Insert excerptDef - Sales ItemsDef - Sales Itemsnopaneltrue

(lightbulb) This inquiry also contains columns for each Attribute that is set up for the 'Items', 'Sales Order' and 'Sales Order Item' attribute types. Because these are user defined, they are not included in the default view but can be added a saved column layout. Item, Sales Order and Sales Order Item attributes are not included in the help documentation.

Software Version: 2021.xx.xx and newer

Table of Contents
typeflat

Page Header

...

Search Options

...

Description

...

Insert excerpt
Def - Sales Items
Def - Sales Items
nopaneltrue
The purpose of this inquiry is to display items on sales transactions that have been posted. Users may utilize search options to filter the results. From this inquiry, users may open the corresponding sales transaction, invoice or shipment detail.

(lightbulb) This inquiry also contains columns for each Attribute that is set up for the 'Items', 'Logistics' and 'Sales Order Item' attribute types. Because these are user defined, they are not included in the default view but can be added a saved column layout. Item, Load Management (Logistics) and Sales Order Item attributes are not included in the help documentation.

Software Version: 2023.11.30 and newer

Table of Contents
typeflat

Page Header


  • Customer
  • Invoice
  • Purchase Order
  • Transaction
Site

Search Options
Description
Carrier

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

Insert excerpt
Def - Carrier
Def - Carrier
nopaneltrue

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

Customer

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

Insert excerpt
Def - Customer
Def - Customer
nopaneltrue

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

Date Range

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.

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".
Item

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

Insert excerpt
Def - Item
Def - Item
nopaneltrue

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

Item Class

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

Insert excerpt
Def -

Carrier

Item Class
Def -

Carrier

Item Class
nopaneltrue

The lookup contains a list of all

Carriers.Include Void

'Active' Item Classes.

Saved Searches
Insert excerpt
Search Options for Framework 3.0 - Global
Search Options for Framework 3.0 - Global
nopaneltrue
Search

Insert excerpt
Inq
Search -
Include
Search Options
Inq
Search -
Include
Search Options
nopaneltrue
 This is a Yes/No lookup that required to return results. It defaults as "No".

Item Class

  • Attr: [Attribute Value] (columns are not 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]
SiteSearch Options for Framework 3.0 - Global
nopaneltrue
Search
Insert excerpt
Search - Search OptionsSearch - Search Options
nopaneltrue
Insert excerpt
Inq -
Item Class
Site
Inq -
Item Class
Site
nopaneltrue
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 excerptDef - Item ClassDef - Item Classnopaneltrue

The lookup contains a list of all Item Classes.

Saved Search Options Insert excerptSearch Options for Framework 3.0 - Global

select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt
Def - Site
Def - Site
nopaneltrue

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

Trans Class

Insert excerpt
Inq -

Site

Transaction Class
Inq -

Site

Transaction Class
nopaneltrue

It displays as[Site ID]: [Site Name

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

select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt
Def -

Site

Transaction Class - General
Def -

Site

Transaction Class - General
nopaneltrue

Transaction Class

The lookup contains a list of all

active Sites.

'Active'Transaction Classes.


Page Detail

Inq - Transaction Class
Toolbar IconsDescription
Column Filter Show/Hide
Insert excerpt
Inq - Transaction Class
Column Filter Show/Hide - Global
Column Filter Show/Hide - Global
nopaneltrue
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.Def - Transaction Class - General
Excel
Insert excerpt
Excel - LV 3.0
Excel - LV 3.0
nopaneltrue
Favorites
Insert excerpt
Def - Transaction Class - General
Favorites Add/Remove - Global
Favorites Add/Remove - Global
nopaneltrue

The lookup contains a list of all Transaction Classes.

Page Detail

Toolbar IconsDescriptionColumn Filter Show/Hide
Group By Show/Hide
Insert excerpt
Group By Show/Hide - Global
Group By Show/Hide - Global
nopaneltrue
Help
Insert excerpt
Column Filter Show/Hide
Help - Global
Column Filter Show/Hide
3.0
Help - Global 3.0
nopaneltrue
Excel
Print
Insert excerpt
Excel
Print - LV 3.0
Excel
Print - LV 3.0
nopaneltrue
Quick Column Filter
Insert excerpt
Quick Column Filter
Quick Column Filter
nopaneltrue
Favorites
Refresh
Insert excerpt
Favorites Add/Remove
Refresh - Global
Favorites Add/Remove
3.0
Refresh - Global 3.0
nopaneltrue
Group By Show/Hide
Saved Layouts
Insert excerpt
Group By Show/Hide
Column Layouts for Framework 3.0 - Global
Group By Show/Hide
Column Layouts for Framework 3.0 - Global
nopaneltrue
Help
Search Options
Insert excerpt
Help
Search Options -
Global
Inquiry Grid 3.0
Help
Search Options -
Global
Inquiry Grid 3.0
nopaneltrue
Journal Details
View

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Journal Details - LV

View - Options in Same Tab 3.0

Journal Details - LV

View - Options in Same Tab 3.0
nopaneltrue

Quick Filter

FieldsDescription
Checkbox
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Quick Filter
Checkbox
Quick Filter
Checkbox
nopaneltrue
PrintPrint - LV 3.0

Address ID

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Print - LV 3.0

Address ID
Address ID
nopaneltrue

RefreshColumn Layouts for Framework 3.0 - GlobalnopaneltrueFieldsDescription% Filled UnitsIdentifies the percentage of allocated units versus ordered units for the line item. This can be edited by changing the unit allocation or 'Ord. Units' quantity for the line item. This field is not stored in the database.% Filled WeightIdentifies the percentage of allocated weight versus ordered weight for the line item. This can be edited by changing the weight allocation or 'Ord. Weight' quantity for the line item. This field is not stored in the database.

Address

Insert excerptAddress IDAddress IDnopaneltrue This is 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 ID

This comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View. It can be edited from the 'Address ID' field on the 'Properties' tab of the Customer Addresses Record View.

Insert excerpt

Refresh - Global 3.0Refresh - Global 3.0nopaneltrueSaved Column Layouts Insert excerptColumn Layouts for Framework 3.0 - Global

Def - Customer Address ID
Def - Customer Address ID
nopaneltrue

Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK

Address Name

Insert excerpt
Address ID
Address ID
nopaneltrue
This comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View. It can be edited from the 'Address Name' field on the 'Properties' tab of the Customer Addresses Record View.

Database Fields: ERPx_ARCustomerAddress.AddressName, ERPh_SOOrderHeader.AddressSK

Amount

Identifies the Line Item's allocated extended amount, formatted to 2 decimal places. This is a calculated field that is not editable.

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: ERPh_SOOrderItem.AllocatedAmount

Amount - Ord.

Identifies the Line Item's ordered extended amount, formatted to 2 decimal places.  This is a calculated field that is not editable.

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

Database Field: ERPh_SOOrderItem.OrderedAmount

Attention To 

Insert excerpt
Attention To
Attention To
nopaneltrue
This can be edited

from the 'Address Name' field

by clicking the 'More Actions' button and choosing 'Change Address' on the '

Properties

Home' tab of the

Customer Addresses Record View. It

Sales Transaction Record View while the transaction is in a status less than Approved.

Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPh_SOOrderHeader.ShipAttentionTo

BOL

Identifies the Bill of Lading associated with the shipment of the line item. This comes from the '

Ship To

BOL' field on the

'Home' tab of the Sales Order Record View.

'Shipments' tab of the Sales Transaction Record View. It is not editable. 

Insert excerpt
Def - Bill of Lading
Def - Bill of Lading
nopaneltrue

Database Fields: 

ERPx

ERPh_

ARCustomerAddress

SOOrderHeader.

AddressName

BOL,

 

ERPh_

SOOrderHeader.AddressSKAlloc Amount

Identifies the allocated extended amount of the line item. This 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.

Database Field: ERPh_SOOrderItem.AllocatedAmount

Alloc Units

Identifies the number of allocated units for the line item, formatted to the Item's 'Unit Decimals'. This can be edited by changing the unit allocation of the line item.

Database Field: ERPh_SOOrderItem.AllocatedUnits

Alloc WeightIIdentifies the allocated weight for the line item, formatted to the Item's 'Weight Decimals'. This can be edited by changing the weight allocation of the line item.

Database Field: ERPh_SOOrderItem.AllocatedWeight

Attention To  Insert excerptAttention ToAttention Tonopaneltrue This can be edited by clicking the 'Ship To' address hyperlink on the 'Home' tab of the Sales Order Record View.

Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPh_SOOrderHeader.ShipAttentionTo

Attribute Class Insert excerptItem Attribute ClassItem Attribute ClassnopaneltrueThis can be edited from the 'Item Attribute Class' field on the 'Properties' tab of the Item Record View

LMLoadTransactionItem.BOL

Brokerage Amt.

Insert excerpt
Def - Brokerage Amt.
Def - Brokerage Amt.
nopaneltrue
This displays the total 'Program Amt.' for all the Brokerage programs associated with the line item. This is not required. This is a calculated field and may be edited from the Sales Program Details Record View.

(lightbulb) 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

Carrier Name

Insert excerpt
Carrier - Item
Carrier - Item
nopaneltrue
This comes from the 'Carrier' field of the associated shipment on the 'Shipments' tab of the Sales Transaction Record View. It is not editable. 

Insert excerpt
Def - Carrier
Def - Carrier
nopaneltrue

Database Fields: ERPx_SOCarrier.CarrierName, ERPh_SOOrderItem.CarrierSK

Contract #

Identifies the sales contract the line item is associated with. This comes from the 'Contract' field on the Sales Transaction Record View grid.  It is not editable. 

Insert excerpt
Def - Sales Contracts
Def - Sales Contracts
nopaneltrue

Database Fields: ERPx_SCContractHeader.ContractID, ERPh_SOOrderItem.ContractHeaderSK

Cost Amt.

Insert excerpt
Def -

Attribute Class

Cost Amt. (SO)
Def -

Attribute Class

Cost Amt. (SO)
nopaneltrue

Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPx_IMItem.AttributeClassSK

BOLIdentifies the Bill of Lading

This displays the total cost of all Lots associated with the

shipment of the

line item. 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 Fields: ERPh_SOOrderHeader.BOL, ERPh_LMLoadTransactionItem.BOL

Carrier NameCarrier - Item

in the Update Costs inquiry.

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

Database Field: ERPh_SOOrderItem.ExtendedCostAmount

Created

Insert excerpt

Carrier - Item

Created
Created
nopaneltrue

This can be edited from the 'Carrier' field for a line item in the item's grid of the Sales Order Record View or the 'Carrier' field on Leg 1 on the Shipment Details Record View.Def - Carrier


Database Field: ERPx_SOOrderHeader.CreatedDate

Created By

Insert excerpt

Def - Carrier

Created By
Created By
nopaneltrue
 

Database

Fields

Field:

ERPx

 ERPx_

SOCarrier.CarrierName, ERPh_SOOrderItem.CarrierSKCheckbox

SOOrderHeader.CreatedBy

Currency 

Insert excerpt

Checkbox

Currency

Checkbox

Currency
nopaneltrue

Created By

Identifies the name of the user that created the item. It is formatted to be the "logged-in" users [User First Name] + [User Last Name]. This is a system assigned value and is never editable by a user.

Database Field: ERPh_SOOrderItem.CreatedBy

Created Date

Identifies the date the item was created, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user.

Database Field: ERPh_SOOrderItem.CreatedDate

Created Time

Identifies the time the item was created, formatted in 'HH:MM:SS'. This is a system assigned value and is never editable by a user.

Database Field: ERPh_SOOrderItem.CreatedDate

Currency  Insert excerptCurrencyCurrencynopaneltrue This comes from the 'Currency' field in the 'Home' tab of the Sales Order Record View. This field is not editable.

 This comes from the 'Currency' associated with the Customer on the transaction. This field is not editable.

Insert excerpt
Def - Currency
Def - Currency
nopaneltrue

Database Fields: ERPx_MFCurrency.CurrencyID, ERPh_SOOrderHeader.CurrencySK

Customer ID

Insert excerpt
Customer ID
Customer ID
nopaneltrue
This comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View. It can be edited from the 'Customer ID' field on the 'Properties' tab of the Customer Record View.

Insert excerpt
Def - Customer ID
Def - Customer ID
nopaneltrue

Database Fields: ERPx_ARCustomer.CustomerID, ERPh_SOOrderHeader.CustomerSK

Customer Name

Insert excerpt
Customer Name
Customer Name
nopaneltrue
This comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View. It can be edited from the 'Customer Name' field on the 'Properties' tab of the Customer Record View.

Insert excerpt
Def -

Currency

Customer Name
Def -

Currency

Customer Name
nopaneltrue

Database Fields: ERPx_

MFCurrency

ARCustomer.

CurrencyID

CustomerName, ERPh_SOOrderHeader.

CurrencySK

CustomerSK 

CustomerCustomer ID - Transaction
Freight Amt.

Insert excerpt

Customer ID - Transaction

Def - Freight Amt. (SO)
Def - Freight Amt. (SO)
nopaneltrue
 This displays the total freight amount of the line item. This is not required. This can be edited

from

by updating 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, ERPh_SOOrderHeader.CustomerSK

Customer Name Insert excerptCustomer Name - TransactionCustomer Name - Transactionnopaneltrue This 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, ERPh_SOOrderHeader.CustomerSK 

Days OutIdentifies the number of days before the order is shipped and can be either positive or negative. This can be edited from the 'Default Ship By' field on the 'Home' tab of the Sales Order

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.

(lightbulb) 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_SOOrderItem.FreightAccrualAmount

GL Date

Insert excerpt
GL Date
GL Date
nopaneltrue
 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
nopaneltrue
 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
Date
Year

Insert excerpt
GL

Date

Year
GL

Date

Year
nopaneltrue
 This

is required for the transaction to be saved in a status of 'Approved' and greater and can be edited

comes from the 'GL Date' field on the 'Shipments' tab of the Sales

Order GL Period Insert excerptGL PeriodGL Periodnopaneltrue This can be edited from the 'GL Date' field on the 'Shipments' tab of the Sales Order Record View. This field is not stored in the database.GL Year Insert excerptGL YearGL Yearnopaneltrue This can be edited from the 'GL Date

Transaction Record View.

If the GL Date is missing, this comes from:
  1. The 'Shipped' date on the 'Shipments' tab of the Sales Order Record View.
  2. If the 'Shipped' date is blank, this comes from the 'Ship By' date on the 'Shipments' tab of the Sales Order Record View.
  3. If all else fails, this comes from the 'Order Date' on the 'Home' tab of the Sales Order Record View.
  4. If the 'Single Date Management' property on the associated transaction class is set to "Yes", then this will default from the 'Order Date' on the 'Home' tab of the Sales Order Record View.

Database Field: ERPh_SOInvoiceHeader.GLDate

This field is not stored in the database. It is not editable. 

Gross Margin Amt.

Identifies the profit amount, using only product costs, for the line item. 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 - Gross Margin Amt.
Def - Gross Margin Amt.
nopaneltrue

Gross Margin Pct.

Identifies the percentage of profit, using only product costs, for the line item. 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 - Gross Margin Pct.
Def - Gross Margin Pct.
nopaneltrue

Invoice

Insert excerpt
Invoice Number
Invoice Number
nopaneltrue
This comes from the 'Invoice #' field for the associated shipment on the 'Shipments' tab of the Sales Transaction Record View. It is not editable. 

Database Fields: ERPh_SOInvoiceHeader.InvoiceNumber, ERPh_LMLoadTransaction.InvoiceHeaderSK

Invoice Item: Description

Identifies the Item ID and Sales Invoice Description. This comes from the 'Item ID' and 'Sales Invoice Description' fields on the 'Properties' tab of the Item Record View. It is not editable. 

Insert excerpt
Def - Item ID
Def - Item ID
nopaneltrue
Insert excerpt
Def - Sales Invoice Description
Def - Sales Invoice Description
nopaneltrue

Database Field: ERPh_SOOrderItem.ItemSalesInvoiceDescription

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
Order Inside Salesperson Name
Transaction Record View.
This field is not stored in the database.Salesperson - Inside
It is not editable. 

Database Field: ERPh_SOInvoiceHeader.InvoiceDate

Item Attribute Class

Insert excerpt

Salesperson - Inside

Item Attribute Class
Item Attribute Class
nopaneltrue
This

can be edited

comes from the '

Salesperson - Inside Sales

Item Attribute Class' field on the 'Properties' tab of the

Sales Order

Item Record View. It is not editable. 

Insert excerpt
Def -

SalespersonDef - Salesperson

Attribute Class
Def - Attribute Class
nopaneltrue

Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPx_IMItem.AttributeClassSK

Item Class

Insert excerpt
Item Class
Item Class
nopaneltrue
This comes from the 'Item Class' field on the 'Properties' tab of the Item Record View. It is not editable. 

Insert excerpt
Def -

Salesperson - Inside

Item Class
Def -

Salesperson - Inside

Item Class
nopaneltrue

Database

Fields

Field: ERPx_

SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPh_SOOrderHeader.InsideSalespersonSKInvoiceInvoice Number

IMItem.ItemClass.Description

Item Type

Insert excerpt

Invoice Number

HELP:Item Type: Inventory
HELP:Item Type: Inventory
nopaneltrue
This

can be edited

comes from the '

Invoice #

Item Type' field

for the associated shipment

on the '

Shipments

Properties' tab of the

Sales Order

Item Record View.

  

It is not editable. 

Database

Fields

Field:

 ERPh

 ERPx_

SOInvoiceHeader.InvoiceNumber, ERPh_LMLoadTransaction.InvoiceHeaderSKInvoice

IMItemType.Description

Item: Description
Identifies the Item ID and Sales Invoice Description.This can be edited

Insert excerpt
Item ID & Item Description
Item ID & Item Description
nopaneltrue
This comes from the 'Item ID' and '

Sales Invoice

Item Description' fields on the 'Properties' tab of the Item Record View. It is not editable. 

Insert excerpt
Def - Item ID
Def - Item ID
nopaneltrue

excerpt-includeDef - Sales Invoice Descriptionnopaneltrue

Database Field: ERPh_SOOrderItem.ItemSalesInvoiceDescription

InvoicedIdentifies the date the shipment containing the item was invoiced, formatted from the users 'Date Format' preference. This can be edited from the 'Invoiced' field on the 'Shipments' tab of the Sales Order Record View.

Database Field: ERPh_SOInvoiceHeader.InvoiceDate

Item Class

Def - Sales Invoice DescriptionItem Class

Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPh_SOOrderItem.OrderItemSK

Last Updated

Insert excerpt

Item Class

Last Updated
Last Updated
nopaneltrue

This can be edited from the 'Item Class' field on the 'Properties' tab of the Item Record View.Def - Item Class


Database Field: ERPx_SOOrderHeader.LastUpdated

Last Updated By

Insert excerpt

Def - Item Class

Last Updated By
Last Updated By
nopaneltrue
 

Database Field: ERPx_

IMItem.ItemClass.DescriptionItem TypeItem Type

SOOrderHeader.LastUser

Net Margin Amt.

Identifies the final profit amount of the line item. 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

Item Type

Item ID & Item DescriptionnopaneltrueThis can be edited from the 'Item ID' and 'Item Description' fields on the 'Properties' tab of the Item Record View

Def - Net Margin Amt.
Def - Net Margin Amt.
nopaneltrue

This field is not editable once the item has been created.

Database Field: ERPx_IMItemType.Description

Item: Description Insert excerptItem ID & Item Description
Net Margin Pct.

Identifies the percentage of final profit of the line item. 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 -

Item ID

Net Margin Pct.
Def -

Item ID,

Net Margin Pct.
nopaneltrue

Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPh_SOOrderItem.OrderItemSK

Last Updated By

Identifies the name of the user that last updated the item. It is formatted to be the "logged-in" users [User First Name] + [User Last Name]. This is a system assigned value and is never editable by a user.

Database Field: ERPh_SOOrderItem.LastUser

Last Updated Date

Identifies the date the item was last updated, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user.

Database Field: ERPh_SOOrderItem.LastUpdated

Last Updated Time

Identifies the time the item was last updated, formatted in 'HH:MM:SS'. This is a system assigned value and is never editable by a user.

Database Field: ERPh_SOOrderItem.LastUpdated

Ord Amount

Identifies the ordered extended amount of the line item. This can be edited by changing the 'Ord. Units', 'Ord. Weight' or 'Price' fields of a line item on the Sales Order Record View.

Database Field: ERPh_SOOrderItem.OrderedAmount

Ord UnitsIdentifies the number of ordered units for the line item
Other Accrual Amt.

Insert excerpt
Def - Other Accrual Amt.
Def - Other Accrual Amt.
nopaneltrue
 This displays the total 'Program Amt.' for all the non-freight 'Accrual' programs associated with the line item.  This is not required. This is a calculated field and may be edited from the Sales Program Details Record View.

(lightbulb) 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

Pct. Filled UnitsIdentifies the percentage of allocated units versus ordered units for the line item. This is a calculated field that is not stored in the database. This field is not editable. It is calculated as [Allocated Unit Quantity] / [Ordered Unit Quantity] * 100.
Pct. Filled WeightIdentifies the percentage of allocated weight versus ordered weight for the line item. This is a calculated field that is not stored in the database. This field is not editable. It is calculated as [Allocated Weight] / [Ordered Weight] * 100.
Price

Insert excerpt
Price
Price
nopaneltrue
It is formatted to the Item's '

Unit

Price Decimals'.

This can be edited by changing

It comes from the '

Ord. Units

Price' column of the Sales Items List View or the

'Ord. Units

'Price' field in the Items grid on the Sales Transaction Record View. It is never editable.

Database Field: ERPh_SOOrderItem.ItemPrice

Price UOM

Insert excerpt
UOM - Price
UOM - Price
nopaneltrue
It comes from the 'Price UOM' field in the Items grid

of the Sales Order Record View.

Database Field: ERPh_SOOrderItem.OrderedUnits

Ord Weight

Identifies the ordered weight for the line item, formatted to the Item's 'Weight Decimals'. This can be edited by changing the 'Ord. Weight' column on the Sales Items List View or the 'Ord. Weight' field in the Items grid of the Sales Order Record View.

Database Field: ERPh_SOOrderItem.OrderedWeight

Outside Salesperson Name Insert excerptSalesperson - OutsideSalesperson - Outside

of the Sales Transaction Record View. It is never editable.

Insert excerpt
Def - UOM
Def - UOM
nopaneltrue

Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitsUOMSK, ERPx_SOOrderItem.WeightUOMSK, ERPh_SOOrderItem.UnitsUOMSK, ERPh_SOOrderItem.WeightUOMSK

Production Instructions

Displays the first 100 characters from the line item's 'Production Inst.' note type. This can be edited from the Notes Dialog Box for the associated line item on the Sales Transaction Record View.

Database Field: ERPx_SOOrderItemNote.Note

Purchase Order

Insert excerpt
Purchase Order
Purchase Order
nopaneltrue
This

can be edited

comes from the '

Salesperson - Outside Sales

Purchase Order' field on the '

Properties

Home' tab of the Sales

Order

Transaction Record View. It is not editable. 

Insert excerpt
Def -

Salesperson

Purchase Order
Def -

Salesperson

Purchase Order
nopaneltrue

Database Field: ERPh_SOOrderHeader.PurchaseOrder

Rebate Amt.

Insert excerpt
Def -

Salesperson - OutsideDef - Salesperson - Outsidenopaneltrue

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

Price Insert excerptPricePrice

Rebate Amt.
Def - Rebate Amt.
nopaneltrue

It is formatted to the Item's 'Price Decimals'. It can

This displays the total 'Program Amt.' for all the Rebate programs associated with the line item. This is not required. This is a calculated field and may be edited from the

'Price' column of the Sales Items List View or the 'Price' field in the Items grid on the Sales Order Record View

Sales Program Details Record View.

(lightbulb) 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:

 ERPh

ERPx_

SOOrderItem

SPProgramSettlementItem.

ItemPricePrice UOM

ComputedAmount

Salesperson - Inside

Insert excerpt

UOM

Salesperson -

Price

Inside

UOM

Salesperson -

Price

Inside
nopaneltrue

It can be edited

This comes from the '

Price UOM

Salesperson - Inside' field

in the Items grid

on the 'Properties' tab of the

Sales Order

Sales Transaction Record View. It is not editable. 

Insert excerpt
Def -

UOM

Salesperson
Def -

UOM Insert excerptPurchase OrderPurchase Order

Salesperson
nopaneltrue

Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.DefaultSOPriceUOMSK

Production Inst

Displays the first 100 characters from the line item's 'Production Inst.' note type. This is can be edited from the Notes Dialog Box for the associated line item.

Database Field: ERPh_SOOrderItemNote.Note

Purchase Order

Insert excerpt
Def - Salesperson - Inside
Def - Salesperson - Inside
nopaneltrue

Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPx_SOOrderHeader.InsideSalespersonSK

Salesperson - Outside

Insert excerpt
Salesperson - Outside
Salesperson - Outside
nopaneltrue
This

can be edited

comes from the '

Purchase Order

Salesperson - Outside' field on the '

Home' tab of the Sales Order Record View.

Properties' tab of the Sales Transaction Record View. It is not editable. 

Insert excerpt
Def - Salesperson
Def - Salesperson
nopaneltrue
Insert excerpt
Def - Salesperson -

Purchase Order

Outside
Def -

Purchase Order

Salesperson - Outside
nopaneltrue

Database Field: ERPh

Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPx_SOOrderHeader.

PurchaseOrder

SalesPersonSK

Ship City/State

Displays the destination City and State the shipment containing the item. This

can be edited It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View

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 - City
Def - Address - City
nopaneltrue
Insert excerpt
Def - Address - State
Def - Address - State
nopaneltrue

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

Ship Country 

Displays the Country the item's shipment will be shipped to. This

can be edited from the 'Country' field on the 'Properties' tab of the Customer Addresses Record View. It

comes from the '

Ship To

Country' field on the '

Home

Properties' tab of

the Sales Order

the Customer Addresses Record View when the transaction was created. Once the transaction is posted, this field is not editable.

Insert excerpt
Def - Address - Country
Def - Address - Country
nopaneltrue

Database Fields: ERPx_ARCustomerAddress.Country, ERPh_SOOrderHeader.ShipCountry

Ship Phone

Displays the phone number at the address where item's shipment will be shipped to. This

can be edited It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View

comes from the 'Phone' 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 - Address - Phone 1
Def - Address - Phone 1
nopaneltrue

Database Fields: ERPx_ARCustomerAddress.Phone1, ERPh_SOOrderHeader.ShipPhone1

Shipment

Identifies the Shipment ID of the shipment containing the line item.

Clicking on the link opens the Shipment Record View.

The shipment ID is auto generated based on a combination of Carrier, Site and Ship By Date and is not editable.

Database Field: ERPh_LMLoadHeader.LoadID

ShippedIdentifies the date the item's shipment left the site, formatted from the users 'Date Format' preference. This
can be edited
comes from the 'Shipped' field on the 'Shipments' tab of the Sales
Order
Transaction Record View. It is not editable. 

Database Fields: ERPh_LMLoadHeader.ActualShipDate, ERPh_SOOrderHeader.ActualShipDate

Site

Identifies

the Site ID where the item will ship from. This can be edited from

the

'

Site ID

' field on the 'Properties' tab of the Site Record View. It

where the item will ship from. This comes from the 'Site' field on the 'Shipments' tab of the Sales

Order

Transaction Record View. It is not editable. 

Insert excerpt
Def - Site
Def - Site
nopaneltrue

Database Fields: ERPx_MFSite.SiteID, ERPh_LMLoadHeader.SiteSk

Site Name

Identifies the name of the Site where the item will ship from. This

can be edited

comes from the 'Site

Name

' field on the '

Properties

Shipments' tab of the

Site Record View. It

Sales Transaction Record View. It is not editable. 

Insert excerpt
Def - Site
Def - Site
nopaneltrue

Database Fields: ERPx_MFSite.SiteName, ERPh_LMLoadHeader.SiteSk

Status

Insert excerpt
Status
Status
nopaneltrue
This comes from the '

Site

Status'

field

on the '

Shipments

Home' tab of the Sales

Order

Transaction Record View. It is not editable. 

Insert excerpt
Def - Status
Def - Status
nopaneltrue
 The Statuses that apply to transactions in this Inquiry include:

Insert excerpt
Def - Status - Posted
Def - Status - Posted
nopaneltrue

Insert excerpt
Def -

Site

Status - Void
Def - Status -

Site

Void
nopaneltrue

Database Fields:

 ERPx

 ERPx_

MFSite

SOOrderStatus.

SiteName

OrderStatusName, ERPh_

LMLoadHeader

SOOrderHeader.

SiteSk

OrderStatusSK

Sub for Item

Identifies the Item ID the line item was substituted for

. It can be edited by clicking the Substitution button on the Sales Order Record View and adding substitution items for the ordered item on the Sales Order Item Substitution Record View.

. It is not editable. 

Database Field: ERPh_SOOrderItem.OriginTransactionItemSK

Sub. Item Identifies if the line item has a substitute item on the same transaction. This
can be edited by clicking the Substitution button on the Sales Order Record View and adding substitution items for the ordered item on the Sales Order Item Substitution Record View. This field is not stored in the database.
field is not editable and is not stored in the database.
Trans Class

Insert excerpt
Transaction Class
Transaction Class
nopaneltrue
 This comes from the 'Transaction Class' value selected by the user when the transaction was created. It is not editable. 

Insert excerpt
Def - Transaction Class - General
Def - Transaction Class - General
nopaneltrue

Database Field: ERPx_SOOrderTypeDocument.DocumentID

Trans Date

Insert excerpt
Doc Date
Doc Date
nopaneltrue
It is formatted from the users 'Date Format' preference. This

can be edited

comes from the 'Order Date' field on the 'Home' tab of the Sales

Order Insert excerptDef - Transaction ID - SalesDef - Transaction ID - Salesnopaneltrue

Transaction Record View.

Database Field: ERPh_SOOrderHeader.OrderDate

Transaction 

Identifies the unique Transaction ID associated with the line item. Clicking on the link opens the corresponding transaction record view.  This is a system assigned value and is not editable.

It is not editable. 

Database Field: ERPh_SOOrderHeader.

OrderID

OrderDate

Transaction Class
Trans Type

Insert excerpt
Transaction

Class

Type
Transaction

Class

Type
nopaneltrue

 This comes from the 'Transaction Class' value selected by the user on the Select Ship-To page when the sales order or sales quote was created. It is not editable. 

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

Insert excerpt
Def - Transaction

Class - General

Types
Def - Transaction

Class - General

Types
nopaneltrue

Database Field: ERPx_SOOrderType.

DocumentID

OrderTypeName

Transaction Type Insert excerptTransaction TypeTransaction Typenopaneltrue This
Transaction 

Identifies the unique Transaction ID associated with the line item. This is a system assigned value and is not editable

. The transaction types are: Quote, Order, Return and Price Adjustment

.

Insert excerpt
Def - Transaction

Types

ID - Sales
Def - Transaction

Types

ID - Sales
nopaneltrue

Database Field:

ERPx

 ERPh_

ARTransactionType

SOOrderHeader.

TransactionName
Unit to Weight Conversion

OrderID

Units

Identifies the

conversion rate from the Units UOM to the Weight UOM for the line item. This can be edited from the 'Multiply By' field on the 'Conversions' tab of the associated UOM schedule

Line Items allocated 'Units', formatted to 2 decimal places. This is a calculated field that is not editable.

Database Field: ERPh_SOOrderItem.AllocatedUnits

Units - Ord.

Identifies the 'Ordered Units' for the line item, formatted to the Item's 'Unit Decimals'. This is a calculated field that is not editable.

Database Field:

ERPx

 ERPh_

IMUOMConversion

SOOrderItem.

ConversionValue

OrderedUnits

Units UOM

Insert excerpt
UOM - Units
UOM - Units
nopaneltrue
This

can be edited

comes from the 'Units UOM' field in the Items grid on the Sales

Order Record View. Insert excerptDef - UOMDef - UOMnopaneltrue

Database Fields: ERPx_IMUOM.UOMName, ERPh_SOOrderItem.UnitUOMSK

Weight to Unit Conversion

Identifies the conversion rate from the Weight UOM to the Units UOM for the line item. This can be edited from the 'Multiply By' field on the 'Conversions' tab of the associated UOM schedule.

Database Field: ERPx_IMUOMConversion.ConversionValue

Transaction Record View. It is not editable. 

Insert excerpt
Def - UOM
Def - UOM
nopaneltrue

Database Fields: ERPx_IMUOM.UOMName, ERPh_SOOrderItem.UnitUOMSK

WeightIdentifies the Line Items allocated 'Weight', formatted to 2 decimal places. This is a calculated field that is not editable.

Database Field: ERPh_SOOrderItem.AllocatedWeight

Weight - Ord.

Identifies the 'Ordered Weight' for the line item, formatted to the Item's 'Unit Decimals'. This is a calculated field that is not editable.

Database Field: ERPh_SOOrderItem.OrderedWeight

Weight UOM

Insert excerpt
UOM - Weight
UOM - Weight
nopaneltrue
This

can be edited

comes from the 'Weight UOM' field in the Items grid on the Sales

Order

Transaction Record View. It is not editable. 

Insert excerpt
Def - UOM
Def - UOM
nopaneltrue

Database Fields: ERPx_IMUOM.UOMName, ERPh_SOOrderItem.WeightUOMSK

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titleTechnical Details

Technical Details