Insert excerptDef - InvoiceDef - Invoicenopaneltrue 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: 2021.06.04 and newer

Table of Contents

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Page Header

Search

...

Search Options

...

Description

...

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

...

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

...

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.

...

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: 2023.11.30 and newer

Table of Contents

type	flat

Page Header

Search

Toolbar IconsDescriptionColumn Filter Show/Hide Insert excerptColumn Filter Show/Hide - GlobalColumn Filter Show/Hide - GlobalnopaneltrueExcel Insert excerptExcel - LV 3.0Excel - LV 3.0nopaneltrueFavorites Insert excerptFavorites Add/Remove - GlobalFavorites Add/Remove - GlobalnopaneltrueGroup By

Used to specify the whether transactions in a status of "Void" should be included. This is a single.
The lookup contains an option for "Voids" It displays as [Site ID]: [Site Name]. This is a multi-select

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

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	Inq - Carrier
	Inq - Carrier
nopanel	true

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

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

Include

blank.

Insert excerpt

	Def - Carrier
	Def - Carrier
nopanel	true

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

Customer

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	Inq - Customer
	Inq - Customer
nopanel	true

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

.

Saved Searches

Site

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Inq - Site

nopanel

true

Search Options for Framework 3.0 - Global

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Search Options for Framework 3.0 - Global

Def - Customer
	Def - Customer
nopanel	true

Search Insert excerptSearch - Search OptionsSearch - Search Optionsnopaneltrue

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)

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.

Insert excerptDef - SiteDef - SiteThe lookup contains an option for "Voids".

Saved Searches

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

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

Trans ClassSearch

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Inq

	Search -

Transaction Class

Search Options

Inq

	Search -

Transaction Class

Search Options
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 excerptDef - Transaction Class - GeneralDef - Transaction Class - Generalnopaneltrue

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

Page Details

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

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	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

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	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, with the exception of Quote type transaction classes.

Page Details

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

Database Fields: ERPx_ARCustomerAddress.AddressID, ERPh_SOOrderHeader.AddressSK

This 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

Attention To

Toolbar Icons

Description

Column Filter Show/Hide

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	Group By Column Filter Show/Hide - GlobalGroup By
	Column Filter Show/Hide - Global
nopanel	true

HelpExcel

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	Help Excel - Global LV 3.0Help
	Excel - Global LV 3.0
nopanel	true

PrintFavorites

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	Print - LV 3.0	Print - LV 3.0Favorites Add/Remove - Global
	Favorites Add/Remove - Global
nopanel	true

Quick Column FilterGroup By Show/Hide

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	Quick Column Filter	Quick Column Filter	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

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

Refresh

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Address ID

nopanel

true

Insert excerpt

Def - Customer Address ID

nopanel

true

Address Name

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Address ID

nopanel

true

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

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Def - Under Development

nopanel

true

Insert excerpt

Attention To

Insert excerpt

	Refresh - Global 3.0
	Refresh - Global 3.0
nopanel	true

Saved Layouts Insert excerptColumn Layouts for Framework 3.0 - GlobalColumn Layouts for Framework 3.0 - GlobalnopaneltrueSearch Options Insert excerptSearch Options - Inquiry Grid 3.0Search Options - Inquiry Grid 3.0nopaneltrueView Insert excerptView - Options in Same Tab 3.0View - Options in Same Tab 3.0nopaneltrue

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 excerptCheckboxCheckboxnopaneltrue

Address ID

3.0
nopanel	true

Saved Layouts

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

Search Options

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

View

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	View - Options in Same Tab 3.0
	View - Options in Same Tab 3.0
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.

FieldsDescriptionCheckbox

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	Checkbox
	Checkbox
nopanel	true

Address ID

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	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

Database Fields: ERPx_ARCustomerAddress.AddressID, ERPh_SOOrderHeader.AddressSK

Address Name

Insert excerpt

	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.

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

Insert excerpt

	Attention To
	Attention To
nopanel	true

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

	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 - 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 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 Attention To' field on the Edit Ship To Address dialog box. It is editable via the More Actions button on the 'Home' tab of the Sales Transaction Record View.

Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPh_SOOrderHeader.ShipAttentionTo

Brokerage Amt.

. It is not editable.

Insert excerpt

	Def -

Under Development

Customer Name
	Def -

Under Development

Customer Name
nopanel	true

Database Fields: ERPx_ARCustomer.CustomerName, ERPh_SOOrderHeader.CustomerSK

Freight Amt.

Insert excerpt

	Def -

Brokerage

Freight Amt. (SO)
	Def -

Brokerage

Freight Amt. (SO)
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

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: ERPx_SPProgramSettlementItem.ComputedAmount

Currency Insert excerptCurrencyCurrencynopaneltrue This comes from the 'Currency' associated with the Customer on the transaction. This field is not editable. Insert excerptDef - CurrencyDef - Currencynopaneltrue

Database Fields: ERPx_MFCurrency.CurrencyID, ERPh_SOOrderHeader.CurrencySK

Customer ID

greater.

Database Field: ERPh_SOOrderHeader.FreightAccrualAmount

GL Date

Customer ID - Transaction

Insert excerpt

Customer ID - Transaction

GL Date
	GL Date
nopanel	true

This This comes from the 'Ship ToGL Date' field on the 'HomeShipments' tab of the Sales Transaction Record View. It is not editable.

Database Field: ERPh_SOInvoiceHeader.GLDate

GL PeriodDef - Customer ID

Insert excerpt

Def - Customer ID

GL Period
	GL Period
nopanel	true

Database Fields: ERPx_ARCustomer.CustomerID, ERPh_SOOrderHeader.CustomerSK

Customer Name 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

Customer Name - Transaction

Insert excerpt

Customer Name - Transaction

GL Year
	GL Year
nopanel	true

This comes from the 'Ship ToGL Date' field on the 'HomeShipments' tab of the Sales Transaction Record View. This field is not stored in the database. It is not editable.
Insert excerptDef - Customer NameDef - Customer Namenopaneltrue

Database Fields: ERPx_ARCustomer.CustomerName, ERPh_SOOrderHeader.CustomerSK

Freight AmtGross 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 -

Under Development

Gross Margin Amt.
	Def -

Under Development

Gross Margin Amt.
nopanel	true

Identifies the total freight amount for all shipments on the transaction. This field is not required. This can be edited by updating the 'Freight Rate', 'Surcharge %' or 'Other Charges' fields on the Shipment Details Record View. This is a calculated field

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 -

Freight Amt

Gross Margin Pct.
	Def -

Freight Amt

Gross Margin Pct.
nopanel	true

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 DateInvoice

GL Date

Insert excerpt

GL Date

Invoice Number
	Invoice Number
nopanel	true

This This comes from the 'GL DateInvoice #' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable.

Database Field: ERPh_SOInvoiceHeader.GLDateInvoiceNumber

GL Period Insert excerptGL PeriodGL Periodnopaneltrue 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 excerptGL YearGL Yearnopaneltrue 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 Transaction 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

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