DEFINTION HERE. Sales program amounts are calculated for each sales line item. When an amount to settle and/or a write off is needed, for a specific sales invoice, the edits must be made to the individual line-item(s). The purpose of this page is to edit the amount to settle or write off amount(s) for individual sales line-items.

Software Version: 20212022.xx06.xx 16 and newer

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Fields

Description

Amt.

to Pay

to Settle

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	SP - Amount to Settle - Item
	SP - Amount to Settle - Item
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This is an editable textbox that defaults to 0.00 and is not required. If entered it must be >= 0.00 and <= 'Item Program Remaining Amt.'.

Database Field: ERPx_SPProgramSettlementBatchPayment.AmountToPay

Item

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	Item ID & Item Description
	Item ID & Item Description
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This is not editable.

Database Field: ERPx_SPProgramSettlementItem.ItemID

,

: ERPx_SPProgramSettlementItem.ItemDescription

Item Program Amt.

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	SP - Item Program Amount
	SP - Item Program Amount
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Database Field: ERPx_SPProgramSettlementItem.OrderItemAmount

Open Amt.

Database Field: ERPx_SPProgramSettlementItem.ComputedAmount

- ERPx_SPProgramSettlementItem.SettledAmount - ERPx_SPProgramSettlementItem.WriteoffAmountPayee NameDatabase Field: ERPx_SPProgramSettlementHeader.SettleToEntityNameProgram Amt.Database Field: ERPx_SPProgramSettlementItem.ComputedAmountQuantityDatabase Field: ERPx_SPProgramSettlementItem.ConvOrderUnitsRemaining Amt.

Item Program Calc. On

Identifies the values used for determining Sales Program Amounts. It can be set to one of the following values:

$/UOM: The program amount is calculated by multiplying the Item Set's 'Rate' by the transaction item's quantity (Unit or Weight quantity converted to the Item Set's Rate UOM).
% Gross Amt: The program amount is calculated by multiplying the Item Set's 'Rate' by the transaction item's 'Gross Amt.' (extended amount).
% (Gross - Freight): The program amount is calculated by multiplying the Item Set's 'Rate' by the transaction item's ([Gross Amt.] - [Freight Amt.]).

This defaults from the 'Calculated On' field on the 'Item Sets' tab of the Sales Program Record View. The 'Calculated On' is only editable from the Sales Program Record View, it is not editable from here.

Item Program Rate

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	Rate - SP
	Rate - SP
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Item Program Remaining Amt.

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	SP - Item Program Remaining Amount
	SP - Item Program Remaining Amount
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Item Program Qty

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	SP - Item Program Qty
	SP - Item Program Qty
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Database Field: ERPx_SPProgramSettlementItem.

ComputedAmount - ERPx_SPProgramSettlementItem.SettledAmount - ERPx_SPProgramSettlementItem.WriteoffAmount - ERPx_SPProgramSettlementBatchPayment.AmountToPay - ERPx_SPProgramSettlementBatchPayment.WriteOffAmountUOM

ConvOrderUnits

Item Program UOM

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	SP - Item Program UOM
	SP - Item Program UOM
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Database Field: ERPx_IMUOM.UOMID , ERPx_SPProgramSettlementItem.ProgramCalcUOMSK

Write Off Amt.

Open Item Program Amt.

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	SP - Open Item Program Amount
	SP - Open Item Program Amount
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Payee Name

Identifies the Name of the Customer or Vendor that will be paid for the Program.

Database Field: ERPx_

SPProgramSettlementBatchPayment

SPProgramSettlementHeader.

WriteoffAmount

SettleToEntityName

Write Off GL Acct.

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	GL Account - SP Write Off
	GL Account - SP Write Off
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This is a single select lookup that is required for every line item where the 'Write Off Program Amt.' <> 0. This defaults from the Sales Program but can be overwritten. The lookup contains a blank value, the current assigned value, and list of all 'Active GL Accounts' displayed as [GL Account] - [Account Description].

Database Field: ERPx_GLAccount.AccountNumber

, ERPx_GLAccount.Description

-AccountDescription, ERPx_SPProgramSettlementBatchPayment.WriteOffAccountSK, ERPx_IMItem.BrokerageWriteOffActSK

Write Off Program Amt.

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	SP - Write Off Item Program Amount
	SP - Write Off Item Program Amount
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This is an editable textbox that defaults to 0.00 and is not required. If entered it must be >= 0.00 and <= 'Item Program Remaining Amt.'.

Database Field: ERPx_SPProgramSettlementBatchPayment.WriteoffAmount

Write Off Reason Code

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	Reason Code
	Reason Code
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This is a single select lookup that defaults to the 'Write Off Reason Code' saved in the Sales Program 'Reason Code for Write Offs' Preference or blank. This is required if the 'Write Off Program Amt.' <> 0.00.

Database Field: ERPx_MFNoteTypeReasonCode.ReasonCode, ERPx_SPProgramSettlementBatchPayment.WriteoffReasonCode

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