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

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

Software Version: 2021.xx.xx and newer

Table of Contents
typeflat

Page Header

...

Search Options

...

Description

...

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

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

Software Version: 2023.11.30 and newer

Table of Contents
typeflat

Page Header


Customer Customer Customer Customer CustomersInq - Transaction Date 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.
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 Itemselect Item Item ItemsSearch
Search Options
Description
Carrier

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

Insert excerpt
Def - Carrier
Def - Carrier
nopaneltrue

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

Customer

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

Insert excerpt
Def - Customer
Def - Customer
nopaneltrue

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

Date Range

Used to select the date the transaction was ordered, shipped or invoiced. It is used in conjunction with the Date Type field. This is a date range control that allows users to select a single date or a range of dates, formatted from the users 'Date Format' preference. This is required to return results and defaults with a date range of the past 30 days.

Date Type

Used to select the type of date to search on. It is used in conjunction with the Date Range field. This is a single-select standard lookup that is required to return results. It defaults as "Ordered".

The lookup contains the values "Ordered", "Shipped" and "Invoiced".

Include
Used to specify the whether transactions in a status of "Void" should be included. This is a single-select standard lookup that is not required to return results. It defaults as blank.
The lookup contains an option for "Voids".
Item

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

Insert excerpt
Def -
Carrier
Item
Def -
Carrier
Item
nopaneltrue

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

Customer
Item Class

Insert excerpt
Inq -

Item Class
Inq -

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

Insert excerpt
Def -

Item Class
Def -

Item Class
nopaneltrue

The lookup contains a list of all

'Active' Item Classes.

Date Range
Saved Searches
Insert excerpt
Inq - Transaction Date
Search Options for Framework 3.0 - Global
Search Options for Framework 3.0 - Global
nopaneltrue
Date Type

Used to select the type of date to search on. 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".

IncludeItem
Search

Insert excerpt
Search - Search Options
Search - Search Options
nopaneltrue

  • 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
nopaneltrue
It displays as [Site ID]: [Site Name]. This is a multi-

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

Insert excerpt
Def -

Site
Def -

Site
nopaneltrue

The lookup contains a list of all

'Active' Sites.

Item Trans Class

Insert excerpt
Inq -

Item

Transaction Class
Inq -

Item

Transaction Class
nopaneltrue
The values in this lookup are listed alphabetically. If there is more than one Transaction Class for the Transaction Type, then the value in the lookup will display as [Transaction Type] - [Transaction Class]. This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt
Def -

Item

Transaction Class - General
Def -

Item

Transaction Class - General
nopaneltrue

The lookup contains a list of all

Item

'Active' Transaction Classes.

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


Page Detail

Search - Search Options
Toolbar IconsDescription
Column Filter Show/Hide
Insert excerpt
Search - Search Options
Column Filter Show/Hide - Global
Column Filter Show/Hide - Global
nopaneltrue
  • Attribute Values
  • Carrier
  • Customer
  • Invoice
  • Item Description
  • Item ID
  • Order #
  • Purchase Order
  • Site ID
  • Site Name
SiteInq - Site
Excel
Insert excerpt
Inq - Site
Excel - LV 3.0
Excel - LV 3.0
nopaneltrue
It displays as [Site ID]: [Site Name]. This is a multi-select standard lookup that is not required to return results. It defaults as blank. Def - Site
Favorites
Insert excerpt
Def - Site
Favorites Add/Remove - Global
Favorites Add/Remove - Global
nopaneltrue

The lookup contains a list of all Sites.

Trans ClassInq - Transaction Class
Group By Show/Hide
Insert excerpt
Inq - Transaction Class
Group By Show/Hide - Global
Group By Show/Hide - Global
nopaneltrue
The values in this lookup are listed alphabetically. If there is more than one Transaction Class for the Transaction Type, then the value in the lookup will display as [Transaction Type] - [Transaction Class]. This is a multi-select standard lookup that is not required to return results. It defaults as blank.
Insert excerptDef - Transaction Class - GeneralDef - Transaction Class - Generalnopaneltrue

The lookup contains a list of all Transaction Classes.

Page Detail

Toolbar IconsDescriptionColumn Filter Show/Hide Insert excerptColumn Filter Show/Hide - GlobalColumn Filter Show/Hide
Help
Insert excerpt
Help - Global 3.0
Help - Global 3.0
nopaneltrue
Print
Insert excerpt
Print - LV 3.0
Print - LV 3.0
nopaneltrue
Quick Column Filter
Insert excerpt
Quick Column Filter
Quick Column Filter
nopaneltrue
Refresh
Insert excerpt
Refresh - Global 3.0
Refresh - Global 3.0
nopaneltrue
Saved Layouts
Insert excerpt
Column Layouts for Framework 3.0 - Global
Column Layouts for Framework 3.0 - Global
nopaneltrue
Excel
Search Options
Insert excerpt
Excel
Search Options -
LV
Inquiry Grid 3.0
Excel
Search Options -
LV
Inquiry Grid 3.0
nopaneltrue
Favorites
View

Insert excerpt

Favorites Add/Remove - GlobalFavorites Add/Remove - GlobalnopaneltrueGroup By Show/Hide Insert excerptGroup By Show/Hide - GlobalGroup By Show/Hide - Global

View - Options in Same Tab 3.0
View - Options in Same Tab 3.0
nopaneltrue

FieldsDescription
Checkbox
Insert excerpt
Checkbox
Checkbox
nopaneltrue
HelpHelp - Global 3.0

Address ID

Insert excerpt

Help - Global 3.0

Address ID
Address ID
nopaneltrue

Journal Details Insert excerptJournal Details - LV 3.0Journal Details - LV 3.0nopaneltrueQuick FilterQuick Filter

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

Insert excerpt

Quick Filter

Def - Customer Address ID
Def - Customer Address ID
nopaneltrue

PrintPrint - LV 3.0

Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK

Address Name

Insert excerpt

Print - LV 3.0

Insert excerptDef - Customer Address IDDef - Customer Address IDnopaneltrue

Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK

Address Name Insert excerptAddress IDAddress ID

Address ID
Address ID
nopaneltrue

Refresh Insert excerptRefresh - Global 3.0Refresh - Global 3.0nopaneltrueSaved Column Layouts Insert excerptColumn Layouts for Framework 3.0 - GlobalColumn Layouts for Framework 3.0 - GlobalnopaneltrueFieldsDescriptionCheckbox Insert excerptCheckboxCheckboxnopaneltrue

Address ID

Insert excerptAddress IDAddress IDnopaneltrue This is can be edited from the 'Address ID' field on the 'Properties' tab of the Customer Addresses Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View.

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

Database Fields: ERPx_ARCustomerAddress.AddressName, ERPh_SOOrderHeader.AddressSK

Amount

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

It is calculated as ([Allocated Quantity] * [Price]), where [Allocated Quantity] is the Allocated 'Units' when the 'Price UOM' is a Unit UOM and it is the Allocated 'Weight' when the 'Price UOM' is a Weight UOM.

Database Field: ERPh_SOOrderItem.AllocatedAmount

Amount - Ord.

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

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

Database Field: ERPh_SOOrderItem.OrderedAmount

Attention To 

Insert excerpt
Attention To
Attention To
nopaneltrue
This can be edited

from

by clicking the '

Address 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 Order Record View.

Database Fields: ERPx_ARCustomerAddress.AddressName, ERPh_SOOrderHeader.AddressSK

Amount

Identifies 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_SOOrderItem.AllocatedAmount

Amount - Ord.

Identifies the ordered extended amount of the line item. This is a calculated field and can be edited by changing the 'Ord. Units', 'Ord. Weight' or 'Price' fields of the 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 is a Weight UOM.

Database Field: ERPx_SOOrderItem.OrderedAmount

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

Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPh_SOOrderHeader.ShipAttentionTo

BOL

Identifies the Bill of Lading associated with the shipment of the line item. This can be edited from the 'BOL' field on the 'Shipments' tab of the Sales Order Record View.

Insert excerptDef - Bill of LadingDef - Bill of Lading

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
nopaneltrue

Database Fields: ERPh_SOOrderHeader.BOL, ERPh_LMLoadTransactionItem.BOL

Brokerage Amt.

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

(lightbulb) This field uses the Ordered Ext Amount for transactions where the Status is less than "Shipped" and Allocated Ext Amount for transactions where the Status is "Shipped" or greater.

Database Field: ERPx_SPProgramSettlementItem.ComputedAmount

Carrier Name

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

Insert excerpt
Def - Carrier
Def - Carrier
nopaneltrue

Database Fields: ERPx_SOCarrier.CarrierName, ERPh_SOOrderItem.CarrierSK

Contract #

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

Insert excerpt
Def - Sales Contracts
Def - Sales Contracts
nopaneltrue

Database Fields: 

ERPh

ERPx_

SOOrderHeader

SCContractHeader.

BOL

ContractID, ERPh_

LMLoadTransactionItem

SOOrderItem.

BOL

ContractHeaderSK

Brokerage
Cost Amt.

Insert excerpt
Def -

Brokerage

Cost Amt. (SO)
Def -

Brokerage

Cost Amt. (SO)
nopaneltrue
This

field

displays the

'Program Amt.' of

total cost of all Lots associated with the line item

that qualifies for the program

. This

field

is not required

. This field is a calculated field and may

and can be edited

from the Sales Program Details Record View.

Database Field: ERPx_SPProgramSettlementItem.ComputedAmount

Carrier Name Insert excerptCarrier - ItemCarrier - Itemnopaneltrue This can be edited from the 'Carrier' field for a line item in the item's grid of the Sales Order Record View or the 'Carrier' field on Leg 1 on the Shipment Details Record View.
Insert excerptDef - CarrierDef - CarriernopaneltrueDatabase Fields: ERPx_SOCarrier.CarrierName, ERPh_SOOrderItem.CarrierSK

in the Update Costs inquiry.

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

Database Field: ERPh_SOOrderItem.ExtendedCostAmount

Created

Insert excerpt
Created
Created
nopaneltrue

 This field is required.


Database Field: ERPx_SOOrderHeader.CreatedDate

Created By

Insert excerpt
Created By
Created By
nopaneltrue

This field is required.

 

Database Field: ERPx_SOOrderHeader.CreatedBy

Currency 

Insert excerpt
Currency
Currency
nopaneltrue
 This comes from the 'Currency'

field in the 'Home' tab of the Sales Order Record View

associated with the Customer on the transaction. This field is not editable.

Insert excerpt
Def - Currency
Def - Currency
nopaneltrue

Database Fields: ERPx_MFCurrency.CurrencyID, ERPh_SOOrderHeader.CurrencySK

Customer ID

Insert excerpt
Customer ID

- Transaction

Customer ID

- Transaction

nopaneltrue
This

can be edited

comes from the '

Customer ID

Ship To' field on the '

Properties

Home' tab of the

Customer

Sales Transaction Record View. It

comes

can be edited from the '

Ship To

Customer ID' field on the '

Home

Properties' tab of the

Sales Order

Customer Record View.

Insert excerpt
Def - Customer ID
Def - Customer ID
nopaneltrue

Database Fields: ERPx_ARCustomer.CustomerID, ERPh_SOOrderHeader.CustomerSK

Customer Name

Insert excerpt
Customer Name

- Transaction

Customer Name

- TransactionIt

nopaneltrue
This

can be edited from the 'Customer Name' field on the 'Properties' tab of the Customer Record View.

comes from the 'Ship To' field on the 'Home' tab of the Sales

Order

Transaction Record View.

Insert excerptDef - Customer NameDef - Customer Namenopaneltrue

Database Fields: ERPx_ARCustomer.CustomerName, ERPh_SOOrderHeader.CustomerSK 

Freight Amt.Identifies the freight amount for the line item on the transaction. This field is not required. This

It can be edited

by updating

from the '

Freight Rate', 'Surcharge %' or 'Other Charges' fields on the Shipment Details Record View. This is a calculated field and not stored in the database

Customer Name' field on the 'Properties' tab of the Customer Record View.

Insert excerpt
Def -

Freight Amt.

Customer Name
Def -

Freight Amt.

Customer Name
nopaneltrue

GL DateGL Date

Database Fields: ERPx_ARCustomer.CustomerName, ERPh_SOOrderHeader.CustomerSK 

Freight Amt.

Insert excerpt

GL Date

Def - Freight Amt. (SO)
Def - Freight Amt. (SO)
nopaneltrue
 This displays the total freight amount of the line item. This is

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

not required. This can be edited

from

by updating 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' date on the 'Shipments' tab of the Sales Order Record View.
  • If the 'Shipped' date is blank, this comes from the 'Ship By' date on the 'Shipments' tab of the Sales Order Record View.
  • If all else fails, this comes from the 'Order Date' 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 will default from the 'Order Date' on the 'Home' tab of the Sales Order Record View.

    Freight Rate', 'Surcharge %' or 'Other Charges' fields on the Shipment Details Record View or from the Sales Program Details Record View for the Freight Accrual Program.

    (lightbulb) This field uses the Ordered Ext Amount for calculations on transactions where the Status is less than "Shipped" and the Allocated Ext Amount on transactions where the Status is "Shipped" or greater.

    Database Field: ERPh_SOOrderItem.FreightAccrualAmount

    GL Date

    Insert excerpt
    GL Date
    GL Date
    nopaneltrue
     This comes from the 'GL Date' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable. 

    Database Field: ERPh_SOInvoiceHeader.GLDate

    GL Period

    Insert excerpt
    GL Period
    GL Period
    nopaneltrue
     This

    can be edited

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

    Order

    Transaction Record View. This field is not stored in

    the database.

    the database. It is not editable. 

    GL Year

    Insert excerpt
    GL Year
    GL Year
    nopaneltrue
     This

    can be edited

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

    Order

    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

    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 Margin Amt.
    Def - Gross Margin Amt.
    nopaneltrue

    Gross Margin Pct.

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

    Invoice

    Insert excerpt
    Invoice Number
    Invoice Number
    nopaneltrue
    This

    can be edited

    comes from the 'Invoice #' field for the associated shipment on the 'Shipments' tab of the Sales

    Order

    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

    can be edited

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

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

    Database Field: ERPh_SOOrderItem.ItemSalesInvoiceDescription

    InvoicedIdentifies the date the shipment containing the item was invoiced, formatted from the users 'Date Format' preference. This
    can be edited
    comes from the 'Invoiced' field on the 'Shipments' tab of the Sales
    Order
    Transaction Record View. It is not editable. 

    Database Field: ERPh_SOInvoiceHeader.InvoiceDate

    Item Attribute Class

    Insert excerpt
    Item Attribute Class
    Item Attribute Class
    nopaneltrue
    This

    is not required and can be edited

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

    Insert excerpt
    Def - Attribute Class
    Def - Attribute Class
    nopaneltrue

    Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPx_IMItem.AttributeClassSK

    Item Class

    Insert excerpt
    Item Class
    Item Class
    nopaneltrue
    This

    can be edited

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

    Insert excerpt
    Def - Item Class
    Def - Item Class
    nopaneltrue

    Database Field: ERPx_IMItem.ItemClass.Description

    Item Type

    Insert excerpt
    HELP:Item Type: Inventory
    HELP:Item Type

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

    : Inventory
    nopaneltrue
    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
    nopaneltrue
    This

    can be edited

    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 ID
    Def - Item ID
    nopaneltrue

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

    Last Updated

    Insert excerpt
    Last Updated
    Last Updated
    nopaneltrue

    This field is required.


    Database Field: ERPx_SOOrderHeader.LastUpdated

    Last Updated By

    Insert excerpt
    Last Updated By
    Last Updated By
    nopaneltrue

    This field is required.

     

    Database Field: ERPx_SOOrderHeader.LastUser

    Net Margin Amt.

    Identifies the final profit amount

    for

    of the line item. 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 - Net Margin Amt.
    Def - Net Margin Amt.
    nopaneltrue

    Net Margin Pct.

    Identifies the percentage of final profit

    for

    of the line item. 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 - Net Margin Pct.
    Def - Net Margin Pct.
    nopaneltrue

    Other Accrual Amt.

    Insert excerpt
    Def - Other Accrual Amt.
    Def - Other Accrual Amt.
    nopaneltrue
     This

    field

    displays the total 'Program Amt.

    ' of

    ' for all the non-freight 'Accrual' programs associated with the line item

    that qualifies 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.

    (lightbulb) This field

    and may be edited from the Sales Program Details Record View

    uses the Ordered Ext Amount for calculations on transactions where the Status is less than "Shipped" and the Allocated Ext Amount on transactions where the Status is "Shipped" or greater.

    Database Field: ERPx_SPProgramSettlementItem.ComputedAmount

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

    Price

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

    can be edited

    comes from the 'Price' column of the Sales Items List View or the 'Price' field in the Items grid on the Sales

    Order Record View

    Transaction Record View. It is never editable.

    Database Field: ERPh_SOOrderItem.ItemPrice

    Price UOM

    Insert excerpt
    UOM - Price
    UOM - Price
    nopaneltrue
    It

    can be edited

    comes from the 'Price UOM' field in the Items grid of the Sales

    Order

    Transaction Record View. It is never editable.

    Insert excerpt
    Def - UOM
    Def - UOM
    nopaneltrue

    Database Fields: ERPx_IMUOM.UOMName, ERPx

    _IMItem.DefaultSOPriceUOMSKProduct Cost Amt.Identifies the actual cost of the line item. 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. It the item is allocated, this field may be edited from the 'Actual Cost' assigned on the Inventory Lot.

    _SOOrderItem.UnitsUOMSK, ERPx_SOOrderItem.WeightUOMSK, ERPh_SOOrderItem.UnitsUOMSK, ERPh_SOOrderItem.WeightUOMSK

    Production Instructions

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

    Database Field: ERPx_SOOrderItemNote.Note

    Purchase Order

    Insert excerpt
    Purchase Order
    Purchase Order
    nopaneltrue
    This comes from the 'Purchase Order' field 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

    Purchase Order
    nopaneltrue

    Database Fields: ERPx_SOOrderItem.ItemActualCost, ERPx_IMLotCostHistory.Cost, ERPx_IMLotBalance.LotSK

    Purchase Order

    Database Field: ERPh_SOOrderHeader.PurchaseOrder

    Rebate Amt.

    Insert excerpt

    Purchase Order

    Def - Rebate Amt.
    Def - Rebate Amt.
    nopaneltrue
    This

    can be edited from

    displays the total '

    Purchase Order' field on the 'Home' tab of the Sales Order Record View. Insert excerptDef - Purchase OrderDef - Purchase OrdernopaneltrueDatabase Field: ERPh_SOOrderHeader.PurchaseOrder

    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 Sales Program Details Record View.

    (lightbulb) This field uses the Ordered Ext Amount for transactions where the Status is less than "Shipped" and Allocated Ext Amount for transactions where the Status is "Shipped" or greater.

    Database Field: ERPx_SPProgramSettlementItem.ComputedAmount

    Salesperson - Inside

    Insert excerpt
    Salesperson - Inside
    Salesperson - Inside
    nopaneltrue
    This

    is not required and can be edited

    comes from the 'Salesperson - Inside

    Sales

    ' field on the 'Properties' tab of the

    Sales

    Sales Transaction Record ViewIt is not editable. 

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

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

    Salesperson - Outside

    Insert excerpt
    Salesperson - Outside
    Salesperson - Outside
    nopaneltrue
    This

    is not required and can be edited

    comes from the 'Salesperson - Outside

    Sales

    ' field on the 'Properties' tab of the

    Sales

    Sales Transaction Record View. It is not editable. 

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

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

    Ship City/State

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

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

    comes from the 'City' and 'State' fields on the 'Properties' tab of the Customer Addresses Record View

    .

    when the transaction was created. Once the transaction is posted, this field is not editable.

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

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

    Ship Country 

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

    can be edited

    comes from the 'Country' field on the 'Properties' tab of the Customer Addresses

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

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

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

    Database Fields: ERPx_ARCustomerAddress.Country, ERPh_SOOrderHeader.ShipCountry

    Ship Phone

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

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

    comes from the 'Phone' field on the 'Properties' tab of the Customer Addresses Record View

    .

    when the transaction was created. Once the transaction is posted, this field is not editable.

    Insert excerpt
    Def - Address - Phone 1
    Def - Address - Phone 1
    nopaneltrue

    Database Fields: ERPx_ARCustomerAddress.Phone1, ERPh_SOOrderHeader.ShipPhone1

    Shipment

    Identifies the Shipment ID of the shipment containing the line item

    . Clicking on the link opens the Shipment Record View

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

    Database Field: ERPh_LMLoadHeader.LoadID

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

    Database Fields: ERPh_LMLoadHeader.ActualShipDate, ERPh_SOOrderHeader.ActualShipDate

    Site

    Identifies the Site ID where the item will ship from. This

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

    comes from the 'Site' field on the 'Shipments' tab of the Sales

    Order

    Transaction Record View. It is not editable. 

    Insert excerpt
    Def - Site
    Def - Site
    nopaneltrue

    Database Fields: ERPx_MFSite.SiteID, ERPh_LMLoadHeader.SiteSk

    Site Name

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

    can be edited from the 'Site Name' 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
    nopaneltrue

    Database Fields: ERPx_MFSite.SiteName, ERPh_LMLoadHeader.SiteSk

    Status

    Insert excerpt
    Status
    Status
    nopaneltrue

     This is required and can be edited

    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
    nopaneltrue
     The Statuses that apply to transactions in this

    List View

    Inquiry include:

    Insert excerptDef - Status - Ready to Postnopaneltrue

    Def - Status - Ready to Post

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

    Insert excerpt
    Def - Status - Void
    Def - Status - Void
    nopaneltrue

    Database Fields: ERPx_SOOrderStatus.OrderStatusName, 

    ERPx

    ERPh_SOOrderHeader.OrderStatusSK

    Sub for Item

    Identifies

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

    the Item ID the line item was substituted for. It is not editable. 

    Database Field: ERPh_SOOrderItem.OriginTransactionItemSK

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

    Insert excerpt
    Transaction Class
    Transaction Class
    nopaneltrue
     This

    is required and

    comes from the 'Transaction Class' value selected by the user

    on the Select Ship-To page

    when the

    sales order or sales quote

    transaction was created. It is not editable. 

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

    Database Field: ERPx_

    SOOrderType

    SOOrderTypeDocument.DocumentID

    Trans Date

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

    can be edited

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

    Order

    Transaction Record View. It is not editable. 

    Database Field: ERPh_SOOrderHeader.OrderDate

    Trans Type

    Insert excerpt
    Transaction Type
    Transaction Type
    nopaneltrue

     This

    This is

    required. It is

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

    Insert excerpt
    Def - Transaction Types
    Def - Transaction Types
    nopaneltrue

    Database Field: ERPx_

    ARTransactionType

    SOOrderType.

    TransactionName

    OrderTypeName

    Transaction 

    Identifies the unique Transaction ID associated

    with the line item. Clicking on the link opens the corresponding transaction record view. 

    with the line item. This is a system assigned value and is not editable.

    Insert excerpt
    Def - Transaction ID - Sales
    Def - Transaction ID - Sales
    nopaneltrue

    Database Field: ERPh_SOOrderHeader.OrderID

    Units

    Identifies 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

    that is not editable.

    Database Field: 

    ERPx

    ERPh_SOOrderItem.AllocatedUnits

    Units - Ord.

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

    not required and can be edited by changing the 'Ord. Units' column of the Sales Items List View based on the settings in the /wiki/spaces/HELP/pages/1081622 master file.This field is disabled if an item's 'Manage Items By' property is "Weight Only"

    a calculated field that is not editable.

    Database Field: 

    ERPx

    ERPh_SOOrderItem.OrderedUnits

    Units UOM

    Insert excerpt
    UOM - Units
    UOM - Units
    nopaneltrue
    This

    can be edited

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

    Order

    Transaction Record View. It is not editable. 

    Insert excerpt
    Def - UOM
    Def - UOM
    nopaneltrue

    Database Fields: ERPx_IMUOM.UOMName, ERPh_SOOrderItem.UnitUOMSK

    WeightIdentifies the Line Items allocated 'Weight', formatted to 2 decimal places.
     
    This is a calculated field
    and can only be edited by changing the quantity of allocated 'Weight' on one or more line items on the Sales Transaction Record ViewDatabase Field: ERPx
    that is not editable.

    Database Field: 

    ERPx_SOOrderItem.AllocatedWeightWeight - Ord.

    Identifies the 'Ordered Weight' for the line item, formatted to the Item's 'Unit Decimals'. This is not required and can be edited by changing the 'Ord. Weight' column of the Sales Items List View based on the settings in the /wiki/spaces/HELP/pages/1081622 master file.

    If the item's 'Allow Variable Ordered Qty' property is set to "Yes", then this field can be edited by changing the 'Ord. Weight' of the line item based on the settings in the /wiki/spaces/HELP/pages/1081622 master file.

    This field is disabled if an item's 'Manage Items By' property is "Units Only".

    ERPh_SOOrderItem.AllocatedWeight

    Weight - Ord.

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

    Database Field: ERPh_SOOrderItem.OrderedWeight

    Weight UOM

    Insert excerpt
    UOM - Weight
    UOM - Weight
    nopaneltrue
    This

    can be edited

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

    Order

    Transaction Record View.It is not editable. 

    Insert excerpt
    Def - UOM
    Def - UOM
    nopaneltrue

    Database Fields: ERPx_IMUOM.UOMName, ERPh_SOOrderItem.WeightUOMSK

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