ADD DEFINITION HERE. The purpose of this page is to view, add, edit, remove, and post Sales Quotes, Orders, Price Adjustment and Return Transactions. Additionally, users can Mass Update to apply / remove hold codes, reprice orders and quotes, update sales order attribute values and update the Status/Workflow of multiple transactions at once, as well as allocate order items. This list view also contains columns for each Attribute that is set up for the 'Sales Order' attribute type. Because these are user defined, they are not included in the default view but can be added a saved column layout.Sales Order attributes are not included in the help documentation.

Software Version: 2020.xx.xx and newer

Table of Contents

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...

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	Def - Sales Transactions
	Def - Sales Transactions
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This page lists each unique Sales Transaction. The purpose of this page is to view, add, edit, remove, and post Sales Orders, Returns, Price Adjustments, and Quotes. Additionally, users can Mass Update to apply / remove hold codes, reprice orders and quotes, update sales order attribute values and update the Status/Workflow of multiple transactions at once, as well as allocate order items.

This list view also contains columns for each Attribute that is set up for the 'Sales Order' attribute type. Because these are user defined, they are not included in the default view but can be added a saved column layout.Sales Order attributes are not included in the help documentation.

Software Version: 2023.11.30 and newer

Table of Contents

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Page Header

the line item will not be repriced

Toolbar Icons

Description

Column Filter Show/Hide

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	Column Filter Show/Hide - Global
	Column Filter Show/Hide - Global
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Delete

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	Delete - LV 3.0
	Delete - LV 3.0
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Excel

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	Excel - LV 3.0
	Excel - LV 3.0
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Favorites

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	Favorites Add/Remove - Global
	Favorites Add/Remove - Global
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Group By Show/Hide

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	Group By Show/Hide - Global
	Group By Show/Hide - Global
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Help

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	Help - Global 3.0
	Help - Global 3.0
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Mass Update

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	Mass Update - Global 3.0
	Mass Update - Global 3.0
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Hold Code: A single-select lookup that defaults to "(No Change)", but also contains a list of all Hold Codes. Assigns the selected Hold Code to selected/filtered transactions when Apply is clicked. The selected Hold Code must match the transaction type, else the message "[Transaction ID]: The Hold Code did not match the transaction type and could not be applied." will be displayed on Save.
Sales Order Attributes: All Sales Order attributes configured in the Attributes Master File. Assigns the entered/selected value to selected/filtered transactions when Apply is clicked.
Reprice Sales Orders and Quotes: A Yes/No lookup that defaults to "No". Selecting "Yes" will reprice any line items on the selected/filtered transactions from the Price List specified on the transaction. Note: If the 'Price' field has previously been overridden by a user, the line item will not be repriced.
Status: A single-select lookup that defaults to "(No Change)". Assigns the selected Status to selected/filtered transactions when Apply is clicked. Options include:
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  Def - Status - New
  Def - Status - New
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- Insert excerpt
  Def - Status - Released
  Def - Status - Released
  nopanel true
- Insert excerpt
  Def - Status - Shipped
  Def - Status - Shipped
  nopanel true
- Insert excerpt
  Def - Status - Approved
  Def - Status - Approved
  nopanel true
- Insert excerpt
  Def - Status - Ready to Post
  Def - Status - Ready to Post
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Workflow: A single-select lookup that defaults to "(No Change)". Assigns the selected Workflow Step to selected/filtered transactions when Apply is clicked. Options include:
- (Next Step)
- All Sales Order Workflow Steps set up on the Sales: Configuration - Workflow Record View

More Actions

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	More Actions - Global 3.0
	More Actions - Global 3.0
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Hold Code: A single-select lookup that defaults to "(No Change)", but also contains a list of all Hold Codes.

Sales Order Attributes: A list of Sales Order attributes configured in the Attributes Master File.

Reprice Sales Orders and Quotes: A Yes/No lookup that defaults to "No". Selecting "Yes" will reprice any line items from the Price List specified on the transaction. Note: If the 'Price' field has previously been overridden by a user,

RV: Allocate: Opens the Allocate Sales Transaction Item Record View to allocate by Inventory Lot or Warehouse Lot.
Copy Order: After selecting an Order and clicking this option a new order is created with all of the same data with the exception of any allocations, Actual Ship date and Invoice details. Note: This option is only available for Order type transactions.

New

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	New - Multi-Select Trans Type - Global 3.0
	New - Multi

-Select Trans Type - GlobalnopaneltrueOrder: Opens the Sales Order: Select Ship

-

To page for users to enter information prior to creating a sales order.

Quote: Opens the Sales Order Quote: Select Ship-To page for users to enter information prior to creating a sales quote.

Return: Opens the Sales Return: Find an Invoice page for users to find a posted invoice and create a Return transaction.

Price Adjustment: Opens the Price Adjustment: Find an Invoice page for users to find a posted invoice and create a Price Adjustment transaction.

Print Insert excerptPrint - LV 3.0Print - LV 3.0nopaneltrueQuick Filter Insert excerptQuick FilterQuick FilternopaneltrueSaved Column Layouts Insert excerptColumn Layouts for Framework 3.0 - GlobalColumn Layouts for Framework 3.0 - GlobalnopaneltrueStatus

Opens a dialog box that allows users to mass update transactions to a specific Status. Assigns the selected Status to selected/filtered transactions when Apply is clicked. Options include:

Insert excerptDef - Status - NewDef - Status - Newnopaneltrue Insert excerptDef - Status - ReleasedDef - Status - Releasednopaneltrue Insert excerptDef - Status - ShippedDef - Status - Shippednopaneltrue Insert excerptDef - Status - ApprovedDef - Status - Approvednopaneltrue Insert excerptDef - Status - Ready to PostDef - Status - Ready to PostnopaneltrueWorkflowOpens a dialog box that allows users to mass update transactions to a specific Workflow Step. Assigns the selected Workflow Step to selected/filtered transactions when Apply is clicked. Workflow Steps may be configured on the Sales: Configuration Workflow page.FieldsDescription

# of Shipments

Identifies the number of shipments associated with the order. This is required for the transaction to be saved in a status of 'Shipped' or greater. The number of shipments is auto generated based on a combination of Carrier, Site and Ship By Date. This field cannot be edited and is not stored in the database.

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

Address

Insert excerptAddress IDAddress ID

Select Trans Type - Global 3.0
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Each Transaction Type (Quote, Order, Return, or Price Adjustment) that only has one Transaction Class is displayed as just the Transaction Type Name (e.g. Order). Each Transaction Type that has more than one Transaction Class is displayed as Transaction Type Name-Transaction Class Name (e.g. Order-Fresh). The base list of Transaction Types includes:

Quotes: Each unique Quote Class is displayed. When clicked, the Select Ship-To Record View opens allowing users to select the Customer / Customer Address associated with the quote.
Order: Each unique Order Class is displayed. When clicked, the Select Ship-To Record View opens allowing users to select the Customer / Customer Address associated with the order.
Return: Opens the Sales Return: Find an Invoice page for users to find a posted invoice and create a Return transaction.
Price Adjustment: Opens the Price Adjustment: Find an Invoice page for users to find a posted invoice and create a Price Adjustment transaction.

Notes

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	Notes - RV Grid 3.0
	Notes - RV Grid 3.0
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	Def - Notes
	Def - Notes
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Print

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	Print - LV 3.0
	Print - LV 3.0
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Image Added Selected transaction(s) that are on Hold with a hold code set to disable printing will display the message "One or more of the selected records cannot be printed.”

Filtered transaction(s) that are on Hold with a hold code set to disable printing will not print anything, but any filtered records not on hold, or printing is enabled while on hold will print as expected.

Quick Column Filter

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	Quick Column Filter
	Quick Column Filter
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Refresh

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	Refresh - Global 3.0
	Refresh - Global 3.0
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Saved Layouts

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	Column Layouts for Framework 3.0 - Global
	Column Layouts for Framework 3.0 - Global
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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 from the 'Address ID' field on the 'Properties' tab of the Customer Addresses Record View. This is the Address ID of the Ship To Address that was selected. It comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View.

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	Def - Customer Address ID
	Def - Customer Address ID
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Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK

Address Name

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	Address Name
	Address Name
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This is required and can be edited from the 'Address

ID

Name' field on the 'Properties' tab of

the

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

Order Def - Customer Address IDnopanel

Transaction Record View.

Insert excerptDef - Customer Address ID

true

Database Fields:

ERPx

ERPx_ARCustomerAddress.

AddressID

AddressName, ERPx_SOOrderHeader.

AddressSKAddress Name Insert excerptAddress IDAddress IDnopaneltrue This is required and can be edited from 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, ERPx_SOOrderHeader.AddressSK

Alloc AmountIdentifies the total allocated extended amount of all allocated line items

AddressSK

Amount

Identifies the sum of all 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_SOOrderHeader.AllocatedAmount

Amount - Ord.

Identifies the sum of all the Line Items ordered extended amount, formatted to 2 decimal places. This is a calculated field and can only be edited by changing the unit/weight

allocations

ordered quantities or by updating the 'Price' field of a line item on the Sales

Order

Transaction Record View.

It is calculated as [

Allocated

Ordered Quantity] * [Price], where [

Allocated

Ordered 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: ERPx_SOOrderHeader.AllocatedAmount

Alloc UnitsIdentifies the total number of allocated units for all line items, formatted to 2 decimal places

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_SOOrderHeader.OrderedAmount

Attention To

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	Attention To
	Attention To
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This is not required and 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, ERPx_SOOrderHeader.ShipAttentionTo

Brokerage Amt.

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	Def - Brokerage Amt.
	Def - Brokerage Amt.
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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

can be edited by changing the unit allocation of one or more line items

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

ERPx_

SOOrderHeader.AllocatedUnitsAlloc WeightIdentifies the total allocated weight for all line items, formatted to 2 decimal places. This is a calculated field and can be edited by changing the weight allocation of one or more line items.

Database Field: ERPx_SOOrderHeader.AllocatedWeight

Amount

SPProgramSettlementItem.ComputedAmount

Carrier Name

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	Carrier - Default
	Carrier - Default
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This is not required and can be edited from the 'Carrier' field on the 'Home' tab of the Sales Transaction Record View.

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Amount

	Def -

Original

Carrier

Amount

	Def -

OriginalAttention 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, ERPx_SOOrderHeader.ShipAttentionTo

BOLIdentifies the Bill of Lading associated with the shipment(s) on the order. If more than one shipment exists, this field will list each BOL in a comma separated list. This is not required and can be edited from the 'BOL' field on the 'Shipments' tab of the Sales Order

Carrier
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If the Status of the transaction is "Shipped", "Approved", "Ready to Post", "Posted", "Void" or "Replaced", the this field will display the Allocated Amount. Else, this field will display the Ordered Amount. This is a calculated field and can be edited by changing the 'Ord. Units', Ord. Weight' or 'Price' fields on the Sales Order Record View or unit/weight allocations.

The above text came from the mock up. However, the way it is currently working is that if the order has been allocated (regardless of the status), then we display the Allocated Amount. Else, if an other has not been allocated, then display the Ordered Amount (regardless of status).

Database Fields: ERPx_SOOrderHeader.OrderedAmount, ERPx_SOOrderHeader.AllocatedAmount

Database Fields: ERPx_SOCarrier.CarrierName, ERPx_SOOrderHeader.CarrierSK

Cost Amt.

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	Def - Cost Amt. (SO)
	Def - Cost Amt. (SO)
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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: ERPx_SOOrderHeader.ExtendedCostAmount

Created

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	Created
	Created
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This field is required.

Database Field: ERPx_SOOrderHeader.CreatedDate

Created By

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	Created By
	Created By
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This field is required.

Database Field: ERPx_SOOrderHeader.CreatedBy

Currency

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	Currency
	Currency
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This is required and comes from the 'Currency' field in the 'Home' tab of the Sales Transaction Record View. This field is not editable.

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	Def - Currency
	Def - Currency
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Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_SOOrderHeader.CurrencySK

Customer ID

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	Customer ID
	Customer ID
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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 Transaction Record View.

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	Def -

Bill of Lading

Customer ID
	Def -

Bill of Lading

Customer ID
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Database

Field

Fields: ERPx_ARCustomer.CustomerID, ERPx_SOOrderHeader.

BOL

CustomerSK

Carrier Carrier - Default

Customer Name

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Carrier - Default

nopanel
Customer Name
	Customer Name

true This is not required and can be edited from the 'Default Carrier

	true

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

Transaction Record View.

Insert excerpt

	Def -

Carrier

Customer Name
	Def -

Carrier

Customer Name
nopanel	true

Database Fields:

ERPx

ERPx_

SOCarrier

ARCustomer.

CarrierName

CustomerName, ERPx_SOOrderHeader.

CarrierSK

CustomerSK

Checkbox Insert excerptCheckboxCheckboxnopaneltrueCreated By Insert excerptCreated ByCreated Bynopaneltrue This field is required.

Database Field: ERPx_SOOrderHeader.CreatedBy

Created Date

Identifies the Created Date of the transaction, 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: ERPx_SOOrderHeader.CreatedDate

Created Time

Identifies the Created Time of the transaction, formatted in 'HH:MM:SS'. This is a system assigned value and is never editable by a user. This field is required.

Database Field: ERPx_SOOrderHeader.CreatedDate

Currency Insert excerptCurrencyCurrencynopaneltrue This is required and comes from the 'Currency' field in the 'Home' tab of the Sales Order Record View. This field is not editable. Insert excerptDef - CurrencyDef - Currencynopaneltrue

Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_SOOrderHeader.CurrencySK

Customer Insert excerptCustomer IDCustomer IDnopaneltrueThis 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

Days Out

Identifies the number of days before the order is to be shipped. This is a calculated field that can be either positive or negative. It is calculated as [Ship By Date] - [Current Date]. It is a positive number when the 'Ship By' field is in the future and a negative number when the 'Ship By' field is in the past. It is required and can be edited from the 'Ship By' field on the 'Home' tab of the Sales Transaction Record View. This field is not stored in the database.

Deliver On

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	Date - Deliver On (Default)
	Date - Deliver On (Default)
nopanel	true

This is required and can be edited from the 'Deliver On' field on the 'Home' tab of the Sales Transaction Record View.

Database Field: ERPx_SOOrderHeader.ScheduledDeliveryDate

Freight Amt.

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	Def - Freight Amt. (SO)
	Def - Freight Amt. (SO)
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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_SOOrderHeader.FreightAccrualAmount

Freight Terms

Identifies the Freight Terms assigned to the shipment. This is not required and can be edited from the 'Freight Terms' field on the 'Shipments' tab of the Sales Transaction Record View.

Insert excerpt

	Def -

Customer ID

Freight Terms
	Def -

Customer ID

Freight Terms
nopanel	true

Database Fields:

ERPx

ERPx_

ARCustomer

SOOrderHeader.

CustomerID

SOFreightTermsEN, ERPx_

SOOrderHeader.CustomerSKCustomer Name

SOFreightTerms.Description

Gross Margin Amt.

Identifies the profit amount, using only product costs, on the transaction. This is not required and not stored in the database. This may be edited by editing any of the fields used in calculating this amount.

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Customer NameCustomer Name

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

Gross Margin Pct.

Identifies the percentage of profit, using only product costs, on the transaction. This is not required and

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

not stored in the database. This may be edited by editing any of the fields used in calculating this amount.

Insert excerpt

	Def -

Customer Name

Gross Margin Pct.
	Def -

Customer Name

Gross Margin Pct.
nopanel	true

Database Fields: ERPx_ARCustomer.CustomerName, ERPx_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. It 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.Deliver On

Displays the default date the order will be delivered, formatted from the users 'Date Format' preference. This is required and can be edited from the 'Default Deliver On' field on the 'Home' tab of the Sales Order Record View.

Database Field: ERPx_SOOrderHeader.ScheduledDeliveryDate

Inside Salesperson Name Insert excerptSalesperson - InsideSalesperson - Insidenopaneltrue This is not required and can be edited from the 'Salesperson - Inside Sales' field on the 'Properties' tab of the Sales Order Record View

Last Updated

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	Last Updated
	Last Updated
nopanel	true

This field is required.

Database Field: ERPx_SOOrderHeader.LastUpdated

Last Updated By

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	Last Updated By
	Last Updated By
nopanel	true

This field is required.

Database Field: ERPx_SOOrderHeader.LastUser

Multiple Shipments

Identifies if the transaction has more than one shipment. This field is not required and is not stored in the database. It displays as "Yes" if there are multiple shipments or blank if there are not multiple shipments. This field is not editable.

Net Margin Amt.

Identifies the final profit amount 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 -

Salesperson

Net Margin Amt.
	Def -

Salesperson

nopanel
Net Margin Amt.

true

	true

Net Margin Pct.

Identifies the percentage of final profit 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 -

Salesperson - InsideDef - Salesperson - Insidenopaneltrue

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

Last Updated By Insert excerptLast Updated ByLast Updated Bynopaneltrue This field is required.

Database Field: ERPx_SOOrderHeader.LastUser

Last Updated Date Insert excerptLast Updated - Date OnlyLast Updated - Date Only

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

On Hold

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	On Hold
	On Hold
nopanel	true

This field is required.

Database Field: ERPx_SOOrderHeader.LastUpdated

Last Updated Time

Identifies the Time the transaction 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: ERPx_SOOrderHeader.LastUpdated

On Hold

Identifies if a hold has been placed on the transaction. This is required and can be edited from either the 'Hold Code' field on the 'Home' tab of the Sales Order Record View or via Mass Update on the Sales Transactions List View.

A transaction may be placed on hold by assigning a Hold Code. Insert excerptDef - Hold CodeDef - Hold Codenopaneltrue

Database Field: ERPx_MFHoldCode.HoldCode

Ord Amount

Identifies the total ordered extended amount of all line items ordered, formatted to 2 decimal places. 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.

Database Field: ERPx_SOOrderHeader.OrderedAmount

Ord Units

Identifies the total number of ordered units for all line items, formatted to 2 decimal places. 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: ERPx_SOOrderHeader.OrderedUnits

Ord Weight

Identifies the total ordered weight for all line items, formatted to 2 decimal places. 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: ERPx_SOOrderHeader.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. Insert excerptDef - SalespersonDef - Salespersonnopaneltrue Insert excerptDef - Salesperson - OutsideDef - Salesperson - Outsidenopaneltrue

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

Purchase Order Insert excerptPurchase OrderPurchase Ordernopaneltrue This is not required and can be edited from the 'Purchase Order' field on the 'Home' tab of the Sales Order Record View. Insert excerptDef - Purchase OrderDef - Purchase Ordernopaneltrue

Database Field: ERPx_SOOrderHeader.PurchaseOrder

Ship By

Displays the default date the order will be shipped, formatted from the users 'Date Format' preference. This is required and can be edited from the 'Default Ship By' field on the 'Home' tab of the Sales Order Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View.

Database Field: ERPx_SOOrderHeader.ScheduledShipDate

Ship City/StateDisplays the destination City & State the order will be shipped to. This not is required and can be edited from the 'City' and 'State' fields 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

This is required and can be edited from either the 'Hold Code' field on the 'Home' tab of the Sales Transaction Record View or via Mass Update on the Sales Transactions List View.

A transaction may be placed on hold by assigning a Hold Code.

Insert excerpt

	Def - Hold Code
	Def - Hold Code
nopanel	true

Database Field: ERPx_MFHoldCode.HoldCode

Other Accrual Amt.

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

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

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	Payment Terms
	Payment Terms
nopanel	true

This is not required and can be edited from the 'Payment Terms' field on the 'Properties' tab of the Sales Transaction Record View.

Insert excerpt

	Def - Payment Terms
	Def - Payment Terms
nopanel	true

Linked Database Field: ERPx_SOOrderHeader.PaymentTermsSK

Product Cost Amt.

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 from the 'Actual Cost' field for the Item in the Item Master File. If the item is allocated, this field may be edited from the 'Actual Cost' assigned on the Inventory Lot.

Insert excerpt

	Def - Product Cost Amt.
	Def - Product Cost Amt.
nopanel	true

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

Purchase Order

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	Purchase Order
	Purchase Order
nopanel	true

This is not required and can be edited from the 'Purchase Order' field on the 'Home' tab of the Sales Transaction Record View.

Insert excerpt

	Def - Purchase Order
	Def - Purchase Order
nopanel	true

Database Field: ERPx_SOOrderHeader.PurchaseOrder

Rebate Amt.

Insert excerpt

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

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 is not required and can be edited from the 'Salesperson - Inside' field on the 'Properties' tab of the Sales Transaction Record View.

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 from the 'Salesperson - Outside' field on the 'Properties' tab of the Sales Transaction Record View.

Insert excerpt

	Def -

Address

Salesperson -

City

Outside
	Def -

Address - Citynopaneltrue Insert excerptDef - Address - StateDef - Address - State

Salesperson - Outside
nopanel	true

Database Fields:

ERPx_ARCustomerAddress.City, ERPx_ARCustomerAddress.State,

ERPx_

SOOrderHeader.ShipCity

SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPx_SOOrderHeader.

ShipState

SalesPersonSK

Ship By

Insert excerpt

	Ship By - Default
	Ship

Country Displays the Country the order will be shipped to. This is not

By - Default
nopanel	true

This is required and can be edited from the '

Country

Ship By' field on the '

Properties

Home' tab of

the Customer Addresses

the Sales Transaction Record View. It comes from the 'Ship

To

By' field on the 'Home' tab of the Sales

Order Insert excerptDef - Address - CountryDef - Address - Countrynopaneltrue

Transaction Record View.

Database

Fields: ERPx_ARCustomerAddress.Country,

Field: ERPx_SOOrderHeader.

ShipCountry

ScheduledShipDate

Ship

Phone

City/State

Displays the

phone number at the address

destination City, State where the order will be shipped to. This not is

not

required and

can be edited from the 'Phone' field 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 created, this field is not editable.

Insert excerpt

	Def - Address -

Phone 1

City
	Def - Address -

Phone 1

City
nopanel	true

Insert excerpt

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

Database Fields: ERPx_ARCustomerAddress.City, ERPx_ARCustomerAddress

.Phone1

.State, ERPx_SOOrderHeader.ShipCity, ERPx_SOOrderHeader.

ShipPhone1

ShipState

Shipment

Ship Country

Identifies the shipment ID(s) associated with the transaction. If more than one shipment exists, this field will list each shipment in a comma separated list

Displays the Country the order will be shipped to. This is

required for the transaction to be saved in a status of 'Shipped' and greater. The shipment ID is auto generated based on a combination of Carrier, Site and Ship By Date and cannot be edited.

Database Field: ERPx_LMLoadHeader.LoadID

Shipment Status

Identifies the status of the shipments associated with the transaction. This is required only if a shipment exists. It can be edited from the 'Load Status' field on the 'Shipments' tab of the Sales Order Record View. What if there are multiple shipments and they are in different statuses?

Database Field: ERPx_LMLoadHeader.LoadStatusSK

not required and comes from the 'Country' field on the 'Properties' tab of the Customer Addresses Record View when the transaction was created. Once the transaction is created, this field is not editable.

Insert excerpt

	Def - Address - Country
	Def - Address - Country
nopanel	true

Database Fields: ERPx_ARCustomerAddress.Country, ERPx_SOOrderHeader.ShipCountry

Ship Phone

Displays the phone number at the address where the order will be shipped to. This is not required and comes from the 'Phone' field on the 'Properties' tab of the Customer Addresses Record View when the transaction was created. Once the transaction is created, this field is not editable.

Insert excerpt

	Def - Address - Phone 1
	Def - Address - Phone 1
nopanel	true

Database Fields: ERPx_ARCustomerAddress.Phone1, ERPx_SOOrderHeader.ShipPhone1

Shipped

Identifies the date the shipment left the site, formatted from the users 'Date Format' preference. This field is required for the transaction to be saved in a status of 'Shipped' or greater. It can be edited from the '

Shipped

Actual Ship' field on the '

Shipments

Home' tab of the Sales

Order

Transaction Record View.

What if there are multiple shipments and they shipped on different dates?

Database Fields: ERPx_LMLoadHeader.ActualShipDate, ERPx_SOOrderHeader.ActualShipDate

Site

Insert excerpt

	Site ID
	Site ID
nopanel	true

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 '

Default

Site' field on the 'Home' tab of the Sales

Order

Transactions Record View.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

Database Fields: ERPx_MFSite.SiteID, ERPx_SOOrderHeader.SiteSK

Site Name

Insert excerpt

	Site Name
	Site Name
nopanel	true

This

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

is required and can be edited from the '

Default

Site' field on the 'Home' tab of the Sales

Order

Transactions Record View.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

Database Fields: ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK

Status

Insert excerpt

	Status
	Status
nopanel	true

This is required and can be edited from the 'Status' on the 'Home' tab of the Sales

Order

Transaction Record View.

Insert excerpt

	Def - Status
	Def - Status
nopanel	true

The Statuses that apply to transactions in this List View include:

Insert excerpt

	Def - Status - New
	Def - Status - New
nopanel	true

Insert excerpt

	Def - Status - Released
	Def - Status - Released
nopanel	true

Insert excerpt

	Def - Status - Shipped
	Def - Status - Shipped
nopanel	true

Insert excerpt

	Def - Status - Approved
	Def - Status - Approved
nopanel	true

Insert excerpt

	Def - Status - Ready to Post
	Def - Status - Ready to Post
nopanel	true

Database Fields: ERPx_SOOrderStatus.OrderStatusName, ERPx_SOOrderHeader.OrderStatusSK

Sub Item Identifies if one or more of the items on the transaction is a substitute item. 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 is not stored in the database.

Trans Class

Insert excerpt

	Transaction Class
	Transaction Class
nopanel	true

This is required and comes from the 'Transaction Class' value selected by the user when the sales order or sales quote was created. It is not editable.

Insert excerpt

	Def - Transaction Class - General
	Def - Transaction Class - General
nopanel	true

Database Field: ERPx_SOOrderTypeDocument.DocumentID

Trans Date

Insert excerpt

	Doc Date
	Doc Date
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

Transaction Record View.

Database Field: ERPx_SOOrderHeader.OrderDate

Transaction

Trans Type

Insert excerpt

	Transaction

ID

Type
	Transaction

ID

Type
nopanel	true

Clicking on the link opens the corresponding transaction record view. This is required,

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

ID

Types
	Def - Transaction

ID

Types
nopanel	true

Database Field:

ERPx_

SOOrderHeader

SOOrderType.

OrderID

OrderTypeName

Transaction Class

Transaction

Insert excerpt

	Transaction

Class

ID
	Transaction

Class

ID
nopanel	true

Clicking on the link opens the corresponding transaction record view. This is required

and comes from the 'Transaction Class' value selected by the user on the Select Ship-To page when the sales order was created. It

, is a system assigned value and is not editable.

Insert excerpt

	Def - Transaction

Class

ID -

General

Sales
	Def - Transaction

Class - Generalnopaneltrue

ID - Sales
nopanel	true

Database Field: ERPx_SOOrderHeader.OrderID

Units

Identifies the sum of all 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.

Database Field: ERPx_

SOOrderType

SOOrderHeader.

DocumentIDTransaction Type Insert excerptTransaction TypeTransaction Typenopaneltrue This is required. It is a system assigned value and is not editable. The transaction types are: Quote, Order, Return and Price Adjustment. Insert excerptDef - Transaction TypesDef - Transaction Typesnopaneltrue

AllocatedUnits
Units - Ord.	Identifies the sum of all the Line Items Ordered 'Units', formatted to 2 decimal places. This is a calculated field and can only be edited by changing the quantity of Ordered 'Units' on one or more line items on the Sales Transaction Record View. Database Field: ERPx_SOOrderHeader.OrderedUnits
Weight	Identifies the sum of all 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 View. Database Field: ERPx_SOOrderHeader.AllocatedWeight
Weight - Ord.	Identifies the sum of all the Line Items Ordered 'Weight', formatted to 2 decimal places. This is a calculated field and can only be edited by changing the quantity of Ordered 'Weight' on one or more line items on the Sales Transaction Record View. Database Field: ERPx_

ARTransactionType

SOOrderHeader.

TransactionName

OrderedWeight

Workflow Name

Insert excerpt

	Workflow Name
	Workflow Name
nopanel	true

This is not required. It

an

can be edited from the 'Workflow' field on the 'Home' tab of the

Sales Order

Sales Transaction Record View.

Insert excerpt

	Def - Workflow
	Def - Workflow
nopanel	true

Database Fields: ERPx_MFWorkflow.WorkflowName,

ERPx

ERPx_

SOOrderType

SOOrderHeader.WorkflowSK

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New Version Current

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