ADD DEFINITION HERE. The purpose of this page is to view line item details associated with sales transactions. Users may also use this page to add new Sales Quotes, Orders, Price Adjustment and Return Transactions. Additionally, users can manually update ordered unit quantity, ordered weight and/or price of a line item directly from this List View.

This list view 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: 2020.xx.xx and newer

Table of Contents

type	flat

Page Header

Search

...

Search Options

...

Description

...

A non-required text box that defaults to blank and is used to search across multiple fields. When the page is 'Refreshed', the data returned will be limited by what was included in the Search box (in addition to any other Search Options).

Refer to this FAQ for advanced search options.

The Search field can be used to search across the following fields:

...

Insert excerpt

	Def - Sales Items
	Def - Sales Items
nopanel	true

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.

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

type	flat

Page Header

Search

Search Options

Description

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".

Item

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	Inq - Item
	Inq - Item
nopanel	true

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

Insert excerpt

	Def - Item
	Def - Item
nopanel	true

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

Item Class

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	Inq - Item Class
	Inq - Item Class
nopanel	true

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

Insert excerpt

	Def - Item Class
	Def - Item Class
nopanel	true

The lookup contains a list of all 'Active' Item Classes.

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 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]

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.
Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain inventory balances.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

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

Saved Search Options

Displays the saved search options lookup and related icons. This tool allows users to select previously saved search options, create a new set of search options, save changes to existing search options, forget/delete saved search options and/or assign a saved search option as the default for the page. Once changes are made to the search options, the user can click the Save Options icon and save the changes. The new search option can also be set as the default.

Transaction Class

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 - Transaction Class - General
nopanel	true

The lookup contains a list of all 'Active' Transaction Classes.

Page Detail

Quick

Toolbar Icons

Description

Column Filter Show/Hide

Insert excerpt

	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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	Help - Global 3.0
	Help - Global 3.0
nopanel	true

Journal Details

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

PrintRefreshSaved Column Layouts Insert excerptColumn Layouts for Framework 3.0 - GlobalColumn Layouts for Framework 3.0 - Global

Refresh

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	Refresh - Global 3.0
	Refresh - Global 3.0
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Saved Layouts

Insert excerpt

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

Search Options

Insert excerpt

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

Fields

View

Description% Filled UnitsIdentifies the percentage of allocated units versus ordered units for the line item. This is a calculated field and can be edited by changing the unit allocation or 'Ord. Units' quantity for the line item. It is calculated as [Allocated Unit Quantity] / [Ordered Unit Quantity] * 100. This field is not stored in the database.% Filled WeightIdentifies the percentage of allocated weight versus ordered weight for the line item. This is a calculated field and can be edited by changing the weight allocation or 'Ord. Weight' quantity for the line item. It is calculated as [Allocated Weight] / [Ordered Weight] * 100. This field is not stored in the database.Address

Insert excerpt

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

Transaction: Opens the Sales Transaction Record View for the selected transaction.
Invoice: Opens the Sales Transaction Record View for the selected invoice.
Shipment Details: Opens the Shipment Details Record View to view freight cost and other freight details for non-logistics shipments for the selected transaction.

Fields

Description

Checkbox

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	Checkbox
	Checkbox
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Address ID

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	Address ID
	Address ID
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This

is required and can be edited

comes from the '

Address ID

Ship To' field on the '

Properties

Home' tab of

the Customer Addresses

the Sales Transaction Record View. It

comes

can be edited from the '

Ship To

Address ID' field on the '

Home

Properties' tab of

the Sales Order

the Customer Addresses Record View.

Insert excerpt

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

Database Fields: ERPx_ARCustomerAddress.AddressID,

ERPh

ERPx_SOOrderHeader.AddressSK

Address Name

Insert excerpt

	Address ID
	Address ID
nopanel	true

This is required and

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

Database Fields: ERPx_ARCustomerAddress.AddressName, ERPh_SOOrderHeader.AddressSK

Alloc Amount

Identifies the allocated extended amount of the line item, formatted to the Item's 'Price Decimals' of 2 decimals??? (the mockup doesnt specify the number of decimals, but if the 'Price Decimals' is set to 5, we wouldn't want to lose precision). This is a calculated field and 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. It is calculated as [Allocated Quantity] * [Price], where [Allocated Quantity] is the Allocated Units if the 'Default Price UOM' for the item is units based and Allocated Weight if the 'Default Price UOM' for the item is weight based.

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 is a calculated field and can be edited by changing the unit allocation of the line item.

Database Field: ERPh_SOOrderItem.AllocatedUnits

Alloc WeightIdentifies the allocated weight for the line item, formatted to the Item's 'Weight Decimals'. This is a calculated field and can be edited by changing the weight allocation of the line item.

Database Field: ERPh_SOOrderItem.AllocatedWeight

Attention To

Identifies the name person receiving the order at the Ship To Address. This is not required and can be edited from ...... There is no field on the customer address record to add/edit this field - should it be added or should the field be removed/updated?

Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPh_SOOrderHeader.ShipAttentionTo

Attribute Class Insert excerptItem Attribute ClassItem Attribute Classnopaneltrue This is not required and can be edited from the 'Item Attribute Class' field on the 'Properties' tab of the Item Record View.
Insert excerptDef - Attribute ClassDef - Attribute Class

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
nopanel	true

This can be edited by clicking the 'More Actions' button and choosing 'Change Address' on the 'Home' tab of the 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 'BOL' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable.

Insert excerpt

	Def - Bill of Lading
	Def - Bill of Lading
nopanel	true

Database Fields: ERPh_SOOrderHeader.BOL, ERPh_LMLoadTransactionItem.BOL

Brokerage Amt.

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

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.

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

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	Carrier - Item
	Carrier - Item
nopanel	true

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
nopanel	true

Database Fields:

ERPx

ERPx_

MFAttributeClass

SOCarrier.

ClassDescription

CarrierName,

ERPx

ERPh_

IMItem

SOOrderItem.

AttributeClassSK

CarrierSK

BOL

Contract #

Identifies the

Bill of Lading associated with the shipment of

sales contract the line item is associated with. This

is not required and can be edited

comes from the '

BOL

Contract' field on

the 'Shipments' tab of

the Sales

Order

Transaction Record View grid. It is not editable.

Insert excerpt

	Def -

Bill of Lading

Sales Contracts
	Def -

Bill of Lading

Sales Contracts
nopanel	true

Database Fields:

ERPh

ERPx_

SOOrderHeader

SCContractHeader.

BOL

ContractID, ERPh_

LMLoadTransactionItem

SOOrderItem.

BOLCarrier NameCarrier - Item

ContractHeaderSK

Cost Amt.

Insert excerpt

Carrier - Item

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

This displays the total cost of all Lots associated with the line item. This is not required and can be edited

from the 'Carrier' field for a line item in the item's grid of the Sales Order Record View.Def - Carrier

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_SOOrderItem.ExtendedCostAmount

Created

Insert excerpt

Def - Carrier

Created
	Created
nopanel	true

Database

Fields

Field:

ERPx

ERPx_

SOCarrier.CarrierName, ERPh_SOOrderItem.CarrierSKCheckbox

SOOrderHeader.CreatedDate

Created By

Insert excerpt

Checkbox

	Created By

Checkbox

	Created By
nopanel	true

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. This field is required.

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. This field is required.

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. This field is required.

Database Field: ERPh_SOOrderItem.CreatedDate

Currency Insert excerptCurrencyCurrencynopaneltrueThis is required and comes from the 'Currency' field in

Database Field: ERPx_SOOrderHeader.CreatedBy

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 - Currency
	Def - Currency
nopanel	true

Database Fields: ERPx_MFCurrency.CurrencyID, ERPh_SOOrderHeader.CurrencySK

Customer ID

Insert excerpt

	Customer ID
	Customer ID
nopanel	true

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
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

Order

Transaction Record View.

This field is not editable

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
nopanel	true

Database Fields: ERPx_

MFCurrency

ARCustomer.

CurrencyID

CustomerName, ERPh_SOOrderHeader.

CurrencySK

CustomerSK

Customer

Freight Amt.

Insert excerpt

Customer IDCustomer IDnopaneltrue This is required and 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 Record View. Insert excerptDef - Customer IDDef - Customer IDnopaneltrue

Database Fields: ERPx_ARCustomer.CustomerID, ERPh_SOOrderHeader.CustomerSK

Customer Name Insert excerptCustomer NameCustomer Namenopaneltrue This is required and 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. This is a calculated field that can be either positive or negative. It is calculated as [Default Ship By] - [Current Date]. It is a positive number when the 'Default Shipped By' field is in the future and a negative number when the 'Default Shipped By' field is in the past. This is required and can be edited from the 'Default Ship By' field on the 'Home' tab of the Sales Order Record View. This field is not stored in the database.GL Date Insert excerptGL DateGL Datenopaneltrue This field is required for the transaction to be saved in a status of 'Approved' and greater and can be edited from the 'GL Date' field on the 'Shipments' tab of the Sales Order Record View. If the GL Date is missing, this comes from the 'Shipped' field on the 'Shipments' tab of the Sales Order Record View. Else if the 'Shipped' field is blank, this comes from the 'Ship By' field on the 'Shipments' tab of the Sales Order Record View. If all else fails, this comes from the 'Order Date' field on the 'Home' tab of the Sales Order Record View. If the 'Single Date Management' property on the associated transaction class is set to "Yes", then this field will default from the 'Order Date' field on the 'Home' tab of the Sales Order Record View.

Check the how the system works currently and leave as highlighted.

Database Field: ERPh_SOInvoiceHeader.GLDate

GL Period

Identifies the fiscal period based on the GL Date on the shipment. This is required for the transaction to be saved in a status of 'Approved' or greater and can be edited from the 'GL Date' field on the 'Shipments' tab of the Sales Order Record View.

GL YearIdentifies the fiscal year based on the GL Date on the shipment. This is required for the transaction to be saved in a status of 'Approved' or greater and can be edited from the 'GL Date

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

This displays the total freight amount of the line item. 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_SOOrderItem.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 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.
nopanel	true

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.
nopanel	true

Invoice

Insert excerpt

	Invoice Number
	Invoice Number
nopanel	true

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
nopanel	true

Insert excerpt

	Def - Sales Invoice Description
	Def - Sales Invoice Description
nopanel	true

Database Field: ERPh_SOOrderItem.ItemSalesInvoiceDescription

Invoiced

Identifies 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 Record View. Inside Salesperson NameSalesperson - Inside

Sales Transaction Record View. It is not editable.

Database Field: ERPh_SOInvoiceHeader.InvoiceDate

Item Attribute Class

Insert excerpt

Salesperson - Inside

Item Attribute Class
	Item Attribute Class
nopanel	true

This

is not required and 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 -

Salesperson

Attribute Class
	Def -

Salesperson

Attribute Class
nopanel	true

Insert excerptDef - Salesperson - InsideDef - Salesperson - Insidenopaneltrue

Database Fields:

ERPx

ERPx_

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

MFAttributeClass.ClassDescription, ERPx_IMItem.AttributeClassSK

Item Class

Insert excerpt

Invoice Number

Item Class
	Item Class
nopanel	true

This

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

comes from the '

Invoice #

Item Class' field on the '

Shipments

Properties' tab of the

Sales Order

Database Fields: ERPh_SOInvoiceHeader.InvoiceNumber, ERPh_LMLoadTransaction.InvoiceHeaderSK

Invoice Item: Description

Identifies the Item ID and Sales Invoice Description. This is required and can be edited from the 'Item ID' and 'Sales Invoice Description' fields on the 'Properties' tab of the Item Record View.

Database Field: ERPh_SOOrderItem.ItemSalesInvoiceDescription

InvoicedIdentifies the date the shipment was invoiced, formatted from the users 'Date Format' preference. This is required for the transaction to be saved in a status of 'Shipped' and greater. It can be edited from the 'Invoiced' field on the 'Shipments' tab of the Sales Order Record View.

Database Field: ERPh_SOInvoiceHeader.InvoiceDate

Item Class Insert excerptItem ClassItem ClassnopaneltrueThis is required and can be edited from the 'Item Class' field

Item Record View.

It is not editable.

Insert excerpt

	Def - Item Class
	Def - Item Class
nopanel	true

Database Field: ERPx_IMItem.ItemClass.Description

Item Type

Insert excerpt

	HELP:Item Type: Inventory
	HELP:Item Type: Inventory
nopanel	true

This comes from the 'Item Type' field on the 'Properties' tab of the Item Record View. It is not editable.

Database Field: ERPx_IMItemType.Description

Item: Description

Insert excerpt

	Item ID & Item Description
	Item ID & Item Description
nopanel	true

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

Insert excerpt

	Def - Item

Class

ID
	Def - Item

Class

ID
nopanel	true

Database

Field

Fields:

ERPx_IMItem.

ItemClass.DescriptionItem Type

ItemID:ItemDescription, ERPh_SOOrderItem.OrderItemSK

Last Updated

Insert excerpt

Item TypeItem Typenopaneltrue This is required. This field is not editable once the item has been created.

	Last Updated
	Last Updated
nopanel	true

Database Field:

ERPx

ERPx_

IMItemType

SOOrderHeader.

DescriptionItem: DescriptionItem ID & Item Description

LastUpdated

Last Updated By

Insert excerpt

Item ID & Item Description

Last Updated By
	Last Updated By
nopanel	true

Database Field: ERPx_SOOrderHeader.LastUser

Net Margin Amt.

Identifies the final profit amount of the line item. This is not required and

can

not stored in the database. This may be edited

from the 'Item ID' and 'Item Description' fields on the 'Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.ItemDescription

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. This field is required.

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. This field is required.

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. This field is required.

Database Field: ERPh_SOOrderItem.LastUpdated

Ord AmountIdentifies the ordered extended amount of the line item, formatted to the Item's 'Price Decimals' of 2 decimals??? (the mockup doesnt specify the number of decimals, but if the 'Price Decimals' is set to 5, we wouldn't want to lose precision). 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

by editing any of the fields used in calculating this amount.

Insert excerpt

	Def - Net Margin Amt.
	Def - Net Margin Amt.
nopanel	true

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

Other Accrual Amt.

Insert excerpt

	Def - Other Accrual Amt.
	Def - Other Accrual Amt.
nopanel	true

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.

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 Units

Identifies 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 Weight

Identifies 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
nopanel	true

It is formatted to the Item's 'Price Decimals'. It comes from the 'Price' column of the Sales Items List View or the 'Price' field in the Items grid on the Sales Transaction Record View. It is never editable.

Database Field: ERPh_SOOrderItem.

OrderedAmountOrd Units

Identifies the number of ordered units for the line item, formatted to the Item's 'Unit Decimals'. 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: ERPh_SOOrderItem.OrderedUnits

Ord Weight

Identifies the ordered weight for the line item, formatted to the Item's 'Weight Decimals'. 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: ERPh_SOOrderItem.OrderedWeight

Outside Salesperson Name Insert excerptSalesperson - OutsideSalesperson - Outsidenopaneltrue This is not required and can be edited from the 'Salesperson - Outside Sales' field on the 'Properties' tab of the Sales Order Record View.

ItemPrice

Price UOM

Insert excerpt

	UOM - Price
	UOM - Price
nopanel	true

It comes from the 'Price UOM' field in the Items grid of the Sales Transaction Record View. It is never editable.

Insert excerpt

	Def - UOM
	Def - UOM
nopanel	true

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
nopanel	true

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

Insert excerpt

	Def -

Salesperson

Purchase Order
	Def -

Salesperson

Purchase Order
nopanel	true

Insert excerptDef - Salesperson - OutsideDef - Salesperson - OutsidenopaneltrueDatabase Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1,

Database Field: ERPh_SOOrderHeader.

SalesPersonSK

PurchaseOrder

PricePrice

Rebate Amt.

Insert excerpt

Price

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

It is formatted to the Item's 'Price Decimals' and is required. 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 while the transaction is in a status of New or Released. Else if the transaction is in a status of Shipped or greater, this field is disabled and is not editable

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:

ERPh

ERPx_

SOOrderItem

SPProgramSettlementItem.

ItemPricePrice UOM

ComputedAmount

Salesperson - Inside

Insert excerpt

UOM

	Salesperson -

Price

Inside

UOM

	Salesperson -

Price

nopanel
Inside

true It is required and can be edited

	true

This comes from the '

Price UOM' filed in the Items grid of the Sales Order Record View.

Salesperson - Inside' field on the 'Properties' tab of the Sales Transaction Record View. It is not editable.

Insert excerpt

	Def -

UOM

Salesperson
	Def -

UOM

Salesperson
nopanel	true

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 not required and can be edited from the Notes Dialog Box for the associated line item.

Database Field: ERPh_SOOrderItemNote.Note

Purchase Order Insert excerptPurchase OrderPurchase Order

Insert excerpt

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

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

Salesperson - Outside

Insert excerpt

	Salesperson - Outside
	Salesperson - Outside
nopanel	true

This

is not required and can be edited

comes from the '

Purchase Order

Salesperson - Outside' field on the '

Home

Properties' tab of the

Sales Order

Sales Transaction Record View. It is not editable.

Insert excerpt

	Def -

Purchase OrderDef - Purchase Order

Salesperson
	Def - Salesperson
nopanel	true

Insert excerpt

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

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

's shipment

. This

not is required and 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
nopanel	true

Insert excerpt

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

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

is not required and 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
nopanel	true

Database Fields: ERPx_ARCustomerAddress.Country, ERPh_SOOrderHeader.ShipCountry

Ship Phone

Displays the phone number at the address

the

where item's shipment will be shipped to. This

is not required and 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
nopanel	true

Database Fields: ERPx_ARCustomerAddress.Phone1, ERPh_SOOrderHeader.ShipPhone1
Shipment	Identifies the Shipment

ID for the line item. Clicking on the link opens the Shipment Record View. This is required for the transaction to be saved in a status of 'Shipped' and greater

ID of the shipment containing the line item. The shipment ID is auto generated based on a combination of Carrier, Site and Ship By Date and

cannot be edited the transaction to be saved in a status of 'Shipped' or greater. It can be edited from the 'Shipped

is not editable.

Database Field: ERPh_LMLoadHeader.LoadID

Shipped

Identifies the date the item's shipment left the site, formatted from the users 'Date Format' preference. This

field is required for

comes from the 'Shipped' field on the 'Shipments' tab of the Sales 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 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
nopanel	true

Database Fields:

ERPh

ERPx_

LMLoadHeader

MFSite.

ActualShipDate

SiteID,

ERPh

ERPh_

SOOrderHeader

LMLoadHeader.

ActualShipDate

SiteSk
Site Name	Identifies the name of the Site

ID (warehouse ID)

where the item will ship from. This

is required and can be edited from the 'Site ID' field on the 'Properties' tab of the Site Record View. It

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
nopanel	true

Database Fields: ERPx_MFSite.

SiteID

SiteName, ERPh_LMLoadHeader.SiteSk

Site NameIdentifies the name of the Site where the item will ship from. This is required and can be edited from the 'Site Name' field on the 'Properties

Status

Insert excerpt

	Status
	Status
nopanel	true

This comes from the 'Status' on the 'Home' tab of the

Site

Sales Transaction Record View

. It comes from the 'Site' field on the 'Shipments' tab of the Sales Order 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 -

Site

Status - Void
	Def - Status -

Site

Void
nopanel	true

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

It is not

required. 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.

editable.

Database Field: ERPh_SOOrderItem.OriginTransactionItemSK

Sub Item Identifies if the line item has a substitute item on the same transaction. This is not required and 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


Sub. Item	Identifies if the line item has a substitute item on the same transaction. This field is not editable and is not stored in the database.
Trans

DateDoc Date

Class

Insert excerpt

Doc Date

Transaction Class
	Transaction Class
nopanel	true

It is formatted from the users 'Date Format' preference. This is required and can be edited from the 'Order Date' field on the 'Home' tab of the Sales Order 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 required, is a system assigned value and is not editable.

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

Insert excerpt

	Def - Transaction

ID

Class - General
	Def - Transaction

ID

Class - General
nopanel	true

Database Field:

ERPh

ERPx_

SOOrderHeader

SOOrderTypeDocument.

OrderID

DocumentID

Transaction ClassTransaction Class

Trans Date

Insert excerpt

Transaction Class

Doc Date
	Doc Date
nopanel	true

This is required and

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

Transaction Class' value selected by the user on the Select Ship-To page when the sales order was createdDef - Transaction Class - Generalnopaneltrue

Order Date' field on the 'Home' tab of the Sales Transaction Record View. It is not editable.

Insert excerptDef - Transaction Class - General

Database Field:

ERPx

ERPh_

SOOrderType

SOOrderHeader.

DocumentID

OrderDate

Transaction

Trans Type

Insert excerpt

	Transaction Type
	Transaction Type
nopanel	true

This is required. It

This is a system assigned value and is not editable. The transaction types are: Quote

, Order, Return and Price Adjustment

, Order, Return and Price Adjustment.

Insert excerpt

	Def - Transaction Types
	Def - Transaction Types
nopanel	true

Database Field: ERPx_SOOrderType.OrderTypeName

Transaction

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

Insert excerpt

	Def - Transaction

Types

ID - Sales
	Def - Transaction

Types

ID - Sales
nopanel	true

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 is required and 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
nopanel	true

This

is required if the item is managed by Units and Weight or by Units Only. It can be edited

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

Order

Transaction Record View.It is not editable.

Insert excerpt

	Def - UOM
	Def - UOM
nopanel	true

Database Fields: ERPx_IMUOM.

UOMName,

UOMName, ERPh_SOOrderItem.UnitUOMSK
Weight	Identifies the Line Items allocated 'Weight', formatted to 2 decimal places. This is a calculated field that is not editable. Database Field: ERPh_SOOrderItem.

UnitUOMSK

AllocatedWeight

Weight

to Unit Conversion

- Ord.

Identifies the

conversion rate from the Weight UOM to the Units UOM

'Ordered Weight' for the line item, formatted to the Item's 'Unit Decimals'. This is

required and can be edited from the 'Multiply By' field on the 'Conversions' tab of the associated UOM schedule

a calculated field that is not editable.

Database Field:

ERPx

ERPh_

IMUOMConversion

SOOrderItem.

ConversionValue

OrderedWeight

Weight UOM

Insert excerpt

	UOM - Weight
	UOM - Weight
nopanel	true

This

is required if the item is managed by Units and Weight or by Weight Only. It 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
nopanel	true

Database Fields: ERPx_IMUOM.UOMName, ERPh_SOOrderItem.WeightUOMSK

Version	Old Version 2	New Version Current
Changes made by	Emma Greenwood	Emma Greenwood
Saved on	Dec 23, 2020	Dec 04, 2023

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