Insert excerptDef - InvoiceDef - Invoicenopaneltrue The purpose of this inquiry is to display sales invoices created from sales transactions. Users may utilize search options to

Insert excerpt

	Def - Invoice
	Def - Invoice
nopanel	true

The purpose of this inquiry is to display sales invoices created from sales transactions. Users may utilize search options to filter the results. From this inquiry, users may open the invoice, corresponding sales transaction or journal details.

Software Version: 20212023.0611.04 30 and newer

Table of Contents

type	flat

Page Header

Search

...

Search Options

...

Search

Site Site It displays as [Site ID]: [Site Nameselect Site SiteSites.

Search Options

Description

Auto Hide Filters

Insert excerpt

	Auto Hide Filters
	Auto Hide Filters
nopanel	true

Auto Refresh on Open

Insert excerpt

	Auto Refresh on Open
	Auto Refresh on Open
nopanel	true

Carrier

Insert excerpt

	Inq - Carrier
	Inq - Carrier
nopanel	true

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

Insert excerpt

	Def - Carrier
	Def - Carrier
nopanel	true

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

Customer

Insert excerpt

	Inq - Customer
	Inq - Customer
nopanel	true

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

Insert excerpt

	Def - Customer
	Def - Customer
nopanel	true

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".

Saved Searches

Insert excerpt

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

Search

Insert excerpt

	Search - Search Options
	Search - Search Options
nopanel	true

Attr: [Attribute Value] (columns are not visible in the grid, but may still be searched on)
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

, but may still be searched on)

Site

Insert excerpt

	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' Sites.

Trans Class

Insert excerpt

	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 -

Trans Class

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

Inq - Transaction Class

Toolbar Icons

Description

Column Filter Show/Hide

Insert excerpt

Inq - Transaction Class

Column Filter Show/Hide - Global
	Column Filter Show/Hide - Global
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.Def - Transaction Class - General

Excel

Insert excerpt

	Excel - LV 3.0
	Excel - LV 3.0
nopanel	true

Favorites

Insert excerpt

Def - Transaction Class - General

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

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

Page Details

Refresh - Global 3.0

Toolbar Icons

Description

Column Filter Show/HideGroup By Show/Hide

Insert excerpt

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

Help

Insert excerpt

Column Filter Show/Hide

	Help - Global

Column Filter Show/Hide

3.0
	Help - Global 3.0
nopanel	true

ExcelPrint

Insert excerpt

	Excel Print - LV 3.0Excel
	Print - LV 3.0
nopanel	true

FavoritesQuick Column Filter

Insert excerpt

	Quick Column Filter
	Quick Column Filter
nopanel	true

Refresh

Insert excerpt

	Favorites Add/Remove Refresh - Global Favorites Add/Remove 3.0
	Refresh - Global 3.0
nopanel	true

Group By Show/HideSaved Layouts

Insert excerpt

	Group By Show/Hide Column Layouts for Framework 3.0 - GlobalGroup By Show/Hide
	Column Layouts for Framework 3.0 - Global
nopanel	true

HelpSearch Options

Insert excerpt

Help

	Search Options -

Global

Inquiry Grid 3.0

Help

	Search Options -

Global

Inquiry Grid 3.0
nopanel	true

PrintView

Insert excerpt

Print - LV

	View - Options in Same Tab 3.0

Print - LV

Refresh

Insert excerpt

Refresh - Global 3.0

	View - Options in Same Tab 3.0
nopanel	true

Quick Column Filter Insert excerptQuick FilterQuick Filternopaneltrue

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.

FieldsDescriptionCheckbox

Insert excerpt

	Checkbox
	Checkbox
nopanel	true

Saved Layouts

Address ID

Search Options - Inquiry Grid 3.0nopaneltrueView

Insert excerptView - Options in Same Tab 3.0View - Options in Same Tab 3.0

Insert excerpt

Column Layouts for Framework 3.0 - GlobalColumn Layouts for Framework 3.0 - GlobalnopaneltrueSearch Options Insert excerptSearch Options - Inquiry Grid 3.0Checkbox

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.

Insert excerpt

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

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.

FieldsDescription

Database Fields: ERPx_ARCustomerAddress.AddressID, ERPh_SOOrderHeader.AddressSK

Address NameDef - Customer Address IDnopaneltrue

Database Fields: ERPx_ARCustomerAddress.AddressID, ERPh_SOOrderHeader.AddressSK

Address Name

Insert excerpt

Checkbox

	Address ID

Checkbox

	Address ID
nopanel	true

Address ID

Insert excerptAddress IDAddress IDnopaneltrue This comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View. It is not editable.
Insert excerptDef - Customer Address ID

Insert excerptAddress IDAddress IDThis 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 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_SOOrderHeader.AllocatedAmount

Attention To Attention To Insert excerptDef - Under DevelopmentDef - Under Developmentnopaneltrue Insert excerptAttention ToAttention Tonopaneltrue This 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

	Attention To
	Attention To
nopanel	true

This comes from the 'Ship Attention To' field on the 'Home' tab of Edit Ship To Address dialog box. It is editable via the More Actions button on 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 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_SOOrderHeader.AllocatedAmount

Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPh_SOOrderHeader.ShipAttentionTo

Brokerage Amt.

Insert excerpt

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

This displays the total 'Program Amt.' of all line items on the transaction that qualify for one or more related Brokerage 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

Cost Amt.

Insert excerpt

	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_SOOrderHeader.ExtendedCostAmount

Currency

Insert excerpt

	Currency
	Currency
nopanel	true

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

Insert excerpt

	Def -

Under Development

Currency
	Def -

Under Development

Currency
nopanel	true

Database Fields: ERPx_MFCurrency.CurrencyID, ERPh_SOOrderHeader.CurrencySK

Customer IDDef - Brokerage Amt.

Insert excerpt

Def - Brokerage Amt.

Customer ID
	Customer ID
nopanel	true

This

field displays 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.

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

Currency

Insert excerptCurrencyCurrencynopaneltrue This comes from the 'Currency' associated with the Customer on the transaction. This field is not editable. comes from the 'Ship To' field on the 'Home' tab of the Sales 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

Insert excerpt

	Customer Name
	Customer Name
nopanel	true

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

Insert excerpt

	Def - CurrencyCustomer Name
	Def - CurrencyCustomer Name
nopanel	true

Database Fields: ERPx_MFCurrencyARCustomer.CurrencyIDCustomerName, ERPh_SOOrderHeader.CurrencySK

Customer ID

CustomerSK

Freight Amt.

Insert excerptCustomer Name - TransactionCustomer Name - TransactionnopaneltrueThisCustomer ID - Transaction

Insert excerpt

Customer ID - Transaction

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

This comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View. It is not editable.
Insert excerptDef - Customer IDDef - Customer IDnopaneltrue

Database Fields: ERPx_ARCustomer.CustomerID, ERPh_SOOrderHeader.CustomerSK

Customer Name

comes from the 'Ship To' field on the 'Home This is not required. This can be edited by 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. Insert excerptDef - Customer NameDef - Customer Namenopaneltrue

Database Fields: ERPx_ARCustomer.CustomerName, ERPh_SOOrderHeader.CustomerSK

Freight Amt.

Database Field: ERPh_SOInvoiceHeader.GLDate

GL PeriodDef - Under Development

Insert excerpt

Def - Under Development

GL Period
	GL Period
nopanel	true

Identifies the total freight amount for all shipments on the transaction This comes from the 'GL Date' field on the 'Shipments' tab of the Sales Transaction Record View. This field is not required. This can be edited by updating the 'Freight Rate', 'Surcharge %' or 'Other Charges' fields on the Shipment Details 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

a calculated field and GL Period Insert excerptGL PeriodGL Periodnopaneltrue This comes from the 'GL Date

not stored in the database.

Insert excerptDef - Freight Amt.Def - Freight Amt.nopaneltrue

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.

GL Date Insert excerptGL DateGL Datenopaneltrue This comes from the 'GL Date' field on the 'Shipments' tab of the Sales Order Record View. It is not editable.

Database Field: ERPh_SOInvoiceHeader.GLDate

It is not editable.

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.

Insert excerpt

	Def - Gross Margin Amt.
	Def - Gross Margin Amt.
nopanel	true

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.

Insert excerpt

	Def - Gross Margin Pct.
	Def - Gross Margin Pct.
nopanel	true

Invoice

Insert excerpt

	Invoice Number
	Invoice Number
nopanel	true

This comes from the 'Invoice #' 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 excerptGL YearGL Yearnopaneltrue 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 'GL DateInvoiced' field on the 'Shipments' tab of the Sales Transaction Record View.This field is not stored in the database. It is not editable.

Database Field: ERPh_SOInvoiceHeader.InvoiceDate

Gross Net Margin Amt.excerpt-includeDef - Under DevelopmentDef - Under Developmentnopaneltrue

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 -

Gross

Net Margin Amt.
	Def -

Gross

Net Margin Amt.

nopaneltrueGross Margin Pct. Insert excerptDef - Under DevelopmentDef - Under Development


nopanel	true

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

Invoice Insert excerptInvoice NumberInvoice Numbernopaneltrue This comes from the 'Invoice #' field on the 'Shipments' tab of the Sales Order 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. Insert excerptDef - Under DevelopmentDef - Under Developmentnopaneltrue Identifies the final profit amount 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 - Net Margin Amt.Def - Net Margin Amt.nopaneltrueNet Margin Pct.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 - General
	Def - Transaction Class - General
nopanel	true

Database Field: ERPh_SOOrderHeader.OriginTransID

Order Trans Class

Insert excerpt

	Transaction Class
	Transaction Class
nopanel	true

This comes from the 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 -

Under Development

Transaction Class - General
	Def - Transaction Class -

Under Development

General
nopanel	true

Identifies the percentage of final profit 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.Database Field: ERPx_SOOrderTypeDocument.DocumentID

OrderedDef - Net Margin Pct.

Insert excerpt

Def - Net Margin Pct.

Doc Date
	Doc Date
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. It is formatted from the users 'Date Format' preference. This comes from the 'Order Date' field on the 'Home' tab of the Sales Transaction Record View. It is not editable.

Database Field: ERPh_SOOrderHeader.OrderDate

Other Accrual Amt.This comes from the original order's 'Transaction Class' value selected by the user when the sales order or sales quote was created. It is not editable. Insert excerptDef - Transaction Class - GeneralDef - Transaction Class - Generalnopaneltrue

Database Field: ERPx_SOOrderTypeDocument.DocumentID

Ordered

Insert excerpt

	Def -

Transaction Class - General

Other Accrual Amt.
	Def -

Transaction Class - General

Other Accrual Amt.
nopanel	true

Database Field: ERPh_SOOrderHeader.OriginTransID

Order Trans Class Insert excerptTransaction ClassTransaction Classnopaneltrue

Insert excerptDoc DateDoc Datenopaneltrue It is formatted from the users 'Date Format' preference. This comes from the 'Order Date' field on the 'Home 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.

Database Field: ERPh_SOOrderHeader.OrderDate

Other Accrual Amt.

Insert excerpt

	Def -

Under Development

Payment Terms
	Def -

Under Development

Payment Terms
nopanel	true

Insert excerptDef - Other Accrual Amt.Def - Other Accrual Amt.nopaneltrue This field displays the total 'Program Amt.' of all line

Linked Database Field: ERPh_SOOrderHeader.PaymentTermsSK

Product Cost Amt.

Identifies the actual cost of all 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.

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

Insert excerpt

	Def -

Payment Terms

Product Cost Amt.
	Def -

Payment Terms

Product Cost Amt.
nopanel	true

Linked Database Field: ERPh_SOOrderHeader.PaymentTermsSK

Product Cost Amt.

Fields: ERPh_SOOrderItem.OrderItemActualCost, ERPx_IMLotCostHistory.Cost, ERPx_IMLotBalance.LotSK

Purchase Order

Def - Under Development

Insert excerpt

Def - Under Development

Purchase Order
	Purchase Order
nopanel	true

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

Insert excerpt

	Def -

Product Cost Amt.

Purchase Order
	Def -

Product Cost Amt.

Purchase Order
nopanel	true

Database FieldsField: ERPh ERPh_SOOrderItem.OrderItemActualCost, ERPx_IMLotCostHistory.Cost, ERPx_IMLotBalance.LotSK

Purchase Order

SOOrderHeader.PurchaseOrder

Rebate Amt.Purchase Order

Insert excerpt

Purchase Order

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

This comes from the 'Purchase Order' field on the 'Home' tab of the Sales Transaction Record View. It is not editable.
Insert excerptDef - Purchase OrderDef - Purchase OrdernopaneltrueDatabase Field: ERPh_SOOrderHeader.PurchaseOrder

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 Sales Transaction Record View. It is not editable.

Insert excerpt

	Def - Salesperson
	Def - Salesperson
nopanel	true

Insert excerpt

	Def - Salesperson - Inside
	Def - Salesperson - Inside
nopanel	true

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

Salesperson - Outside

Insert excerpt

	Salesperson - Outside
	Salesperson - Outside
nopanel	true

This comes from the 'Salesperson - Outside Sales' field on the 'Properties' tab of the Sales Transaction Record View. It is not editable.

Insert excerpt

	Def - Salesperson
	Def - Salesperson
nopanel	true

Insert excerpt

	Def - Salesperson - Outside
	Def - Salesperson - Outside
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 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
nopanel	true

Insert excerpt

	Def - Address - State
	Def - Address - State
nopanel	true

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 - Address - Country
	Def - Address - Country
nopanel	true

Database Fields: ERPx_ARCustomerAddress.Country, ERPh_SOOrderHeader.ShipCountry

Ship Phone

Displays the phone number at the address where the order will be shipped to. This 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
nopanel	true

Database Fields: ERPx_ARCustomerAddress.Phone1, ERPh_SOOrderHeader.ShipPhone1

Status

Insert excerpt

	Status
	Status
nopanel	true

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

Insert excerpt

	Def - Status
	Def - Status
nopanel	true

The Statuses that apply to transactions in this Inquiry include:

Insert excerpt

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

Insert excerpt

	Def - Status - Void
	Def - Status - Void
nopanel	true

Database Fields: ERPx_SOOrderStatus.OrderStatusName, ERPh_SOOrderHeader.OrderStatusSK

Trans Class

Insert excerpt

	Transaction Class
	Transaction Class
nopanel	true

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 Class - General
	Def - Transaction Class - General
nopanel	true

Database Field: ERPx_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 'Units', formatted to 2 decimal places. This is a calculated field that is not editable.

Database Field: ERPh_SOOrderHeader.AllocatedUnits

Weight

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

Database Field: ERPh_SOOrderHeader.AllocatedWeight

Version	Old Version 18	New Version Current
Changes made by	Janice Dannenberg (Unlicensed)	Emma Greenwood
Saved on	Jun 02, 2021	Dec 04, 2023

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