ADD DEFINITION HERE. The purpose of this page is to view, add, edit, remove, and post Sales Quotes, Orders, Price Adjustment and Return Transactions. Additionally, users can Mass Update to apply / remove hold codes, reprice orders and quotes, update order item attribute values and update the Status/Workflow of multiple transactions at once as well as allocate order items. This list view 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 documentation.
Software Version: 2020.xx.xx and newer
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This list view 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 documentation.
Software Version: 2023.11.30 and newer
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Help |
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Mass Update |
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More Actions |
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New |
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- 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.
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:
Each Transaction Type (Quote, Order, Return, or Price Adjustment) that only has one Transaction Class is displayed as just the Transaction Type Name (e.g. Order). Each Transaction Type that has more than one Transaction Class is displayed as Transaction Type Name-Transaction Class Name (e.g. Order-Fresh). The base list of Transaction Types includes:
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Address
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# 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.
Selected transaction(s) that are on Hold with a hold code set to disable printing will display the message "One or more of the selected records cannot be printed.” Filtered transaction(s) that are on Hold with a hold code set to disable printing will not print anything, but any filtered records not on hold, or printing is enabled while on hold will print as expected. | |||||||||||||||||
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Saved Layouts |
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Fields | Description | ||||||||||||||||
Checkbox |
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Address ID |
Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK | ||||||||||||||||
Address Name |
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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 |
Transaction Record View. |
Database Fields: |
ERPx_ARCustomerAddress. |
AddressName, ERPx_SOOrderHeader.AddressSK |
Database Fields: ERPx_ARCustomerAddress.AddressName, ERPx_SOOrderHeader.AddressSK
Amount | Identifies 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 the Sales Transaction Record View. 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. | Identifies the sum of all the Line Items ordered 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 View. 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 |
Database Field: ERPx_SOOrderHeader.AllocatedAmount
is a Weight UOM. Database Field: ERPx_SOOrderHeader.OrderedAmount | |||||||||
Attention To | Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPx_SOOrderHeader.ShipAttentionTo | ||||||||
Brokerage Amt. |
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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_ |
Database Field: ERPx_SOOrderHeader.AllocatedWeight
SPProgramSettlementItem.ComputedAmount | |||||||||||||||||
Carrier Name |
Database Fields: ERPx_SOCarrier.CarrierName, ERPx_SOOrderHeader.CarrierSK | ||||||||||||||||
Cost Amt. |
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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)
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: ERPx_SOOrderHeader.ExtendedCostAmount | |||||||||
Created |
Database Field: ERPx_SOOrderHeader.CreatedDate | ||||||||
Created By |
Database Field: ERPx_SOOrderHeader. |
Identifies the name person receiving the order at the Ship To Address. This is not required and can be edited from ...... Can't find where this field is coming from.
Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPx_SOOrderHeader.ShipAttentionTo
CreatedBy | |||||||||||||||||
Currency |
Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_SOOrderHeader.CurrencySK | ||||||||||||||||
Customer ID |
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Database |
Fields: ERPx_ARCustomer.CustomerID, ERPx_SOOrderHeader. |
CustomerSK |
Customer Name |
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Transaction Record View.
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Database Fields: |
ERPx_ |
ARCustomer. |
CustomerName, ERPx_SOOrderHeader. |
CustomerSK |
Database Field: ERPx_SOOrderHeader.CreatedBy
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
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
Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_SOOrderHeader.CurrencySK
Days Out | Identifies the number of days before the order is to be shipped. This is a calculated field that can be either positive or negative. It is calculated as [Ship By Date] - [Current Date]. It is a positive number when the 'Ship By' field is in the future and a negative number when the 'Ship By' field is in the past. It is required and can be edited from the 'Ship By' field on the 'Home' tab of the Sales Transaction Record View. This field is not stored in the database. | ||||||||
Deliver On |
Database Field: ERPx_SOOrderHeader.ScheduledDeliveryDate | ||||||||
Freight Amt. |
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_SOOrderHeader.FreightAccrualAmount | ||||||||
Freight Terms | Identifies the Freight Terms assigned to the shipment. This is not required and can be edited from the 'Freight Terms' field on the 'Shipments' tab of the Sales Transaction Record View.
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Database Fields: |
ERPx_ |
SOOrderHeader. |
SOFreightTermsEN, ERPx_ |
SOFreightTerms.Description | ||
Gross Margin Amt. | Identifies the profit amount, using only product costs, 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.
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Gross Margin Pct. | Identifies the percentage of profit, using only product costs, 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.
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Database Fields: ERPx_ARCustomer.CustomerName, ERPx_SOOrderHeader.CustomerSK
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
Last Updated |
Database Field: ERPx_SOOrderHeader.LastUpdated | ||||||||
Last Updated By |
Database Field: ERPx_SOOrderHeader.LastUser | ||||||||
Multiple Shipments | Identifies if the transaction has more than one shipment. This field is not required and 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 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.
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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.
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Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPx_SOOrderHeader.InsideSalespersonSK
Database Field: ERPx_SOOrderHeader.LastUser
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On Hold |
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Database Field: ERPx_SOOrderHeader.LastUpdated
Identifies the Time the transaction was last updated, 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.LastUpdated
Identifies if a hold has been placed on the transaction. This is required and can be edited from either the 'Hold Code' field on the 'Home' tab of the Sales Order Record View or via Mass Update on the Sales Transactions List View.
Database Field: ERPx_MFHoldCode.HoldCode
Identifies the total ordered extended amount of all line items ordered, formatted to 2 decimal places. This is a calculated field and can be edited by changing the 'Ord. Units', 'Ord. Weight' or 'Price' fields of a line item on the Sales Order Record View. It is calculated as [Ordered Quantity] * [Price], where [Ordered Quantity] is the Ordered Units if the 'Default Price UOM' for the item is units based and Ordered Weight if the 'Default Price UOM' for the item is weight based.
Database Field: ERPx_SOOrderHeader.OrderedAmount
Identifies the total number of ordered units for all line items, formatted to 2 decimal places. This is a calculated field and can be edited by changing the 'Ord. Units' field for a line item on the Sales Order Record View.
Database Field: ERPx_SOOrderHeader.OrderedUnits
Identifies the total ordered weight for all line items, formatted to 2 decimal places. This is a calculated field and can be edited by changing the 'Ord. Weight' field for a line item on the Sales Order Record View.
Database Field: ERPx_SOOrderHeader.OrderedWeight
Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPx_SOOrderHeader.SalesPersonSK
Database Field: ERPx_SOOrderHeader.PurchaseOrder
Displays the default date the order will be shipped, formatted from the users 'Date Format' preference. This is required and can be edited from the 'Default Ship By' field on the 'Home' tab of the Sales Order Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View.
Database Field: ERPx_SOOrderHeader.ScheduledShipDate
This is required and can be edited from either the 'Hold Code' field on the 'Home' tab of the Sales Transaction Record View or via Mass Update on the Sales Transactions List View. A transaction may be placed on hold by assigning a Hold Code. Database Field: ERPx_MFHoldCode.HoldCode | |||||||||||||||||
Other Accrual Amt. |
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 |
Linked Database Field: ERPx_SOOrderHeader.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 'Actual Cost' field for the Item in the Item Master File. If the item is allocated, this field may be edited from the 'Actual Cost' assigned on the Inventory Lot.
Database Fields: ERPx_SOOrderItem.ItemActualCost, ERPx_IMLotCostHistory.Cost, ERPx_IMLotBalance.LotSK | ||||||||||||||||
Purchase Order |
Database Field: ERPx_SOOrderHeader.PurchaseOrder | ||||||||||||||||
Rebate Amt. |
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 |
Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPx_SOOrderHeader.InsideSalespersonSK | ||||||||||||||||
Salesperson - Outside |
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Database Fields: |
ERPx_ |
SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPx_SOOrderHeader. |
SalesPersonSK | |||||||
Ship By |
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Ship By' field on the ' |
Home' tab of |
the Sales Transaction Record View. It comes from the 'Ship |
By' field on the 'Home' tab of the Sales |
Transaction Record View. |
Database |
Field: ERPx_SOOrderHeader. |
ScheduledShipDate |
Ship |
City/State | Displays the |
destination City, State where the order will be shipped to. This not is |
required and |
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 created, this field is not editable.
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Database Fields: ERPx_ARCustomerAddress.City, ERPx_ARCustomerAddress |
.State, ERPx_SOOrderHeader.ShipCity, ERPx_SOOrderHeader. |
ShipState |
Ship Country |
Displays the Country the order will be shipped to. This is |
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?
not required and comes from the 'Country' field on the 'Properties' tab of the Customer Addresses Record View when the transaction was created. Once the transaction is created, this field is not editable.
Database Fields: ERPx_ARCustomerAddress.Country, ERPx_SOOrderHeader.ShipCountry | |||||||||
Ship Phone | Displays the phone number at the address where the order will be shipped to. This is not required and comes from the 'Phone' field on the 'Properties' tab of the Customer Addresses Record View when the transaction was created. Once the transaction is created, this field is not editable.
Database Fields: ERPx_ARCustomerAddress.Phone1, ERPx_SOOrderHeader.ShipPhone1 | ||||||||
Shipped | Identifies the date the shipment left the site, formatted from the users 'Date Format' preference. This field is required for the transaction to be saved in a status of 'Shipped' or greater. It can be edited from the ' |
Actual Ship' field on the ' |
Home' tab of the Sales |
Transaction Record View. |
Database Fields: ERPx_LMLoadHeader.ActualShipDate, ERPx_SOOrderHeader.ActualShipDate | |||||||||
Site |
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This is required and can be edited |
from the ' |
Site' field on the 'Home' tab of the Sales |
Transactions Record View.
Database Fields: ERPx_MFSite.SiteID, ERPx_SOOrderHeader.SiteSK | |||||||||
Site Name |
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is required and can be edited from the ' |
Site' field on the 'Home' tab of the Sales |
Transactions Record View.
Database Fields: ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK | |||||||||
Status |
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Transaction Record View.
Database Fields: ERPx_SOOrderStatus.OrderStatusName, ERPx_SOOrderHeader.OrderStatusSK |
Trans Class |
Database Field: ERPx_SOOrderTypeDocument.DocumentID | ||||||||||||||||
Trans Date |
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Transaction Record View. Database Field: ERPx_SOOrderHeader.OrderDate |
Trans Type |
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Database Field: |
ERPx_ |
SOOrderType. |
OrderTypeName |
Transaction |
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, is a system assigned value and is not editable. |
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Database Field: ERPx_SOOrderHeader.OrderID | ||||
Units | 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 |
Weight | Identifies the sum of all the Line Items allocated 'Weight', 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 View. Database Field: ERPx_SOOrderHeader.AllocatedWeight |
Weight - Ord. | Identifies the sum of all the Line Items Ordered '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 View. Database Field: ERPx_ |
SOOrderHeader. |
OrderedWeight | |||||||||
Workflow Name |
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can be edited from the 'Workflow' field on the 'Home' tab of the |
Sales Transaction Record View.
Database Fields: ERPx_MFWorkflow.WorkflowName, |
ERPx_ |
SOOrderHeader.WorkflowSK |
Related Topics
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