Insert excerptDef - InvoiceDef - Invoicenopaneltrue The purpose of this inquiry is to display sales invoices created from sales transactions. Users may utilize search options to

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	Def - Invoice
	Def - Invoice
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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: 20212023.0611.04 30 and newer

Table of Contents

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Page Header

Search

Search OptionsDescriptionOptions

Description

Auto Hide Filters

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	Auto Hide Filters
	Auto Hide Filters
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Auto Refresh on Open

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	Auto Refresh on Open
	Auto Refresh on Open
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Carrier

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

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	Def - Carrier
	Def - Carrier
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The lookup contains a list of all 'Active' Carriers.

Customer

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

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	Def - Customer
	Def - Customer
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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".

Saved Searches

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	Search Options for Framework 3.0 - Global
	Search Options for Framework 3.0 - Global
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Search

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	Search - Search Options
	Search - Search Options
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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
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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.

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	Def - Site
	Def - Site
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The lookup contains a list of all 'Active' Sites.

Trans Class

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	Inq - Transaction Class
	Inq - Transaction Class
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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.

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

Page Details

for the Freight Accrual Program.

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

Database Field: ERPh_SOOrderHeader.FreightAccrualAmount

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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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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Print

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	Print - LV 3.0
	Print - LV 3.0
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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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Search Options

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	Search Options - Inquiry Grid 3.0
	Search Options - Inquiry Grid 3.0
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View

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

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

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

Address Name

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	Address ID
	Address ID
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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

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	Attention To
	Attention To
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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

. It is editable via the More Actions button on the Sales Transaction Record View.

Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPh_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 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.

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	Def -

Brokerage

Cost Amt. (SO)
	Def -

Brokerage

Cost Amt. (SO)
nopanel	true

This field displays the total

'Program Amt.'

cost of all inventory line items on the transaction

that qualify 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

in the Update Costs inquiry.

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

last applicable cost for unallocated line items and the Actual or Market Cost for allocated items.

Database Field:

ERPx

ERPh_

SPProgramSettlementItem

SOOrderHeader.

ComputedAmount

ExtendedCostAmount

Currency

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	Currency
	Currency
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This comes from the 'Currency' associated with the Customer on the transaction. This field is not editable.

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

Customer ID

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

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	Def - Customer ID
	Def - Customer ID
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Database Fields: ERPx_ARCustomer.CustomerID, ERPh_SOOrderHeader.CustomerSK

Customer Name

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

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	Def - Customer Name
	Def - Customer Name
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Database Fields: ERPx_ARCustomer.CustomerName, ERPh_SOOrderHeader.CustomerSK

Freight Amt.

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

Identifies the total freight amount for all shipments on the transaction. This field

(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 . This is a calculated field and not stored in the database.

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Def - Freight Amt.

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true

GL Date

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	GL Date
	GL Date
nopanel	true

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

Database Field: ERPh_SOInvoiceHeader.GLDate

GL Period

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	GL Period
	GL Period
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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

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	GL Year
	GL Year
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This comes from the 'GL Date' field on the 'Shipments' tab of the Sales Transaction Record View. This field is not stored in the database. It is not editable.

Gross Margin Amt.

Identifies the profit amount, using only product costs, 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.

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	Def - Gross Margin Amt.
	Def - Gross Margin Amt.
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Gross Margin Pct.

Identifies the percentage of 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.

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	Def - Gross Margin Pct.
	Def - Gross Margin Pct.
nopanel	true

Invoice

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	Invoice Number
	Invoice Number
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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

Invoiced

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

Database Field: ERPh_SOInvoiceHeader.InvoiceDate

Net Margin Amt.

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.

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	Def - Net Margin Amt.
	Def - Net Margin Amt.
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Net Margin Pct.

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.

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	Def - Net Margin Pct.
	Def - Net Margin Pct.
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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.

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	Def - Transaction Class - General
	Def - Transaction Class - General
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Database Field: ERPh_SOOrderHeader.OriginTransID

Order Trans Class

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	Transaction Class
	Transaction Class
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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.

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

Database Field: ERPx_SOOrderTypeDocument.DocumentID

Ordered

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	Doc Date
	Doc Date
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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.

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	Def - Other Accrual Amt.
	Def - Other Accrual Amt.
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This field displays the total 'Program Amt.' of all line items on the transaction that qualify for the programone or more related non-freight Accrual programs. 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

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	Payment Terms
	Payment Terms
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This comes from the 'Payment Terms' field on the 'Properties' tab of the Sales Transaction Record View. It is not editable.

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	Def - Payment Terms
	Def - Payment Terms
nopanel	true

Linked Database Field: ERPh_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. It the item is allocated; this field may be edited from the 'Actual Cost' assigned on the Inventory Lot.the Inventory Lot.

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

Database Fields: ERPh_SOOrderItem.OrderItemActualCost, ERPx_IMLotCostHistory.Cost, ERPx_IMLotBalance.LotSK

Purchase Order

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	Purchase Order
	Purchase Order
nopanel	true

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

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	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

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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

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	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.

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	Def - Salesperson
	Def - Salesperson
nopanel	true

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

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

Salesperson - Outside

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	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.

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	Def - Salesperson
	Def - Salesperson
nopanel	true

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	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.

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	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.

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	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.

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

Database Fields: ERPx_ARCustomerAddress.Phone1, ERPh_SOOrderHeader.ShipPhone1

Status

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	Status
	Status
nopanel	true

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

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	Def - Status
	Def - Status
nopanel	true

The Statuses that apply to transactions in this Inquiry include:

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	Def - Status - Posted
	Def - Status - Posted
nopanel	true

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	Def - Status - Void
	Def - Status - Void
nopanel	true

Database Fields: ERPx_SOOrderStatus.OrderStatusName, ERPh_SOOrderHeader.OrderStatusSK

Trans Class

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	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.

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

Database Field: ERPx_SOOrderTypeDocument.DocumentID

Trans Type

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	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.

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	Def - Transaction Types
	Def - Transaction Types
nopanel	true

Database Field: ERPx_SOOrderType.OrderTypeName

Transaction

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	Transaction ID
	Transaction ID
nopanel	true

This is a system assigned value and is not editable.

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	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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