Insert excerptDef - Sales Order Ship ToDef - Sales Order Ship Tonopaneltrue The purpose of this page is to select a customer address and enter/select default fields for a sales order and sales quote transactions. From this record view, users may choose to navigate to the Select Items Record View, allocate from inventory lots using the Find Lots Record View, or go directly to the Sales Order Record View.
This record view also contains columns for each Attribute that is set up for the 'Customer Addresses' attribute type. Because these are user defined, they are not included in the default view but can be added a saved grid layout.Customer Addresses attributes are not included in the help documentation.

Software Version: 2020.xx.xx and newer

Table of Contents

type	flat

Page Header

...

Image Removed Opens the Select Items Record View for users to select from a pre-defined catalog of items to include in a sales order or sales quote transaction.

...

Image Removed Opens the Find Lots Record View for users to search for, view and allocate existing inventory lots to a sales order or sales quote transaction.

...

This lookup contains a list of all active Carriers.

Database Field:

...

Deliver On

...

Database Field:

...

Identifies the freight terms to be defaulted for all shipments on the transaction. This is a single-select standard lookup that is not required. It defaults as blank and is always editable.

...

This lookup contains a list of all active Freight Terms.

Database Field:

...

Order Date

...

Database Field:

...

Database Field:

...

Database Field:

...

This lookup contains a list of all active Sites where the 'Visible to Sales' property is set to "Yes".

Database Field:

...

Database Field:

...

This lookup contains a list of all active Transaction Classeswhere the 'Transaction Type' property is set to "Order" or "Quote".

Database Field:

Page Details

Ship To Tab

...

The purpose of this page is to populate some basic transaction header information and to select the correct Ship-To address. Selecting the Ship-To also assigns the Customer. When this page opens, it displays all the all the active ship to address. From here, users can click on the Find Items, Find Lots, or Go to Order icons.

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

Software Version: 2022.03.18 and newer

Table of Contents

type	flat

Page Header

Toolbar Icons

Description

Find Items

Insert excerpt

	Find Items - RV Grid 3.0
	Find Items - RV Grid 3.0
nopanel	true

Find Items with Balance

Insert excerpt

	Find Items with Balances - RV Grid 3.0
	Find Items with Balances - RV Grid 3.0
nopanel	true

Find Lots

Insert excerpt

	Find Lots - RV Grid 3.0
	Find Lots - RV Grid 3.0
nopanel	true

Go to Order

Insert excerpt

	Go to Order - RV Header 3.0
	Go to Order - RV Header 3.0
nopanel	true

Fields

Description

Carrier

Insert excerpt

	Carrier - Default
	Carrier - Default
nopanel	true

This is a single-select standard lookup that is sometimes required. This field is required when the selected transaction class 'Is Carrier Required' property is set to "Yes". If required and no Carrier defaults are assigned, the message "Carrier is required and there is no transaction class or customer address default set." will be displayed on Save. This defaults as "(Use Default)" and is always editable.

If the Carrier is not manually assigned (left as "(Use Default)"), it will be auto-assigned from a default if possible, if not the Carrier will be blank. The defaults are assigned in the following sequence:

From the 'Sales Order Carrier' assigned to the Customer Address
From the 'Default Carrier' assigned to the Sales Order Transaction Class
No default exists and the Carrier will be blank

Insert excerpt

	Def - Carrier
	Def - Carrier
nopanel	true

This lookup contains a list of all active Carriers.

Database Field: ERPx_SOCarrier.CarrierName

Deliver On

Insert excerpt

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

This is a date picker that is sometimes required. It is required when the selected transaction class 'Require a Deliver On Date' property is set to "Yes". It defaults as blank and is editable if the 'Single Date Management' property on the Order Transaction Class Record View is set to "No". If required and not entered, the message "Deliver On Date is required for orders in the transaction class." will be displayed on Save. If entered it must be on or after the Order Date, else the message "Deliver On Date must be on or after Order Date." will be displayed on Save.

Database Field: ERPx_SOOrderHeader.ScheduledDeliveryDate

Freight Terms

Identifies the Freight Terms that will default for all shipments on the transaction. This is a single-select standard lookup that is sometimes required. It is required when the selected transaction class 'Require Freight Terms' property is set to "Yes". If required and no Freight Term defaults are assigned, the message "Freight Terms are required and there is no transaction class or customer address default set." will be displayed on Save. This defaults as "(Use Default)" and is always editable.

If the Freight Term is not manually assigned (left as "(Use Default)"), it will be auto-assigned from a default if possible, if not the Freight Terms will be blank. The defaults are assigned in the following sequence:

From the 'Freight Terms' assigned to the Customer Address
From the 'Default Freight Terms' assigned to the Sales Order Transaction Class
No default exists and the Freight Terms will be blank

Insert excerpt

	Def - Freight Terms
	Def - Freight Terms
nopanel	true

This lookup contains a list of all active Freight Terms.

Database Fields: ERPx_SOFreightTerms.Description

Order Date

Insert excerpt

	Doc Date
	Doc Date
nopanel	true

This is a date picker that is required. It is formatted in the user's 'Date Format' preference. It defaults as the current date and is always editable. If missing, the message "Order Date is required." will be displayed on Save. The Order Date must be on or before the Ship By Date and the Deliver On Date, else the messages "Ship by Date must not be earlier than Order Date." and "Deliver On Date must be on or after Order Date." will be displayed on Save.

Database Field: ERPx_SOOrderHeader.OrderDate

Purch. Order

Insert excerpt

	Purchase Order
	Purchase Order
nopanel	true

This is a text box that is not required. It defaults as blank and is always editable. If entered, this field must be <=35 characters and validation will occur to determine whether the same Purchase Order number has been used for the same customer on any non-Void sales transaction (Order, Quote, Price Adjustment or Return). If so, the message "Warning: This Purchase Order has been used on at least one non-Void sales transaction for this Customer." will be displayed when the user clicks the Find Items, Find Lots or Go to Order buttons.

Insert excerpt

	Def - Purchase Order
	Def - Purchase Order
nopanel	true

Database Field: ERPx_SOOrderHeader.PurchaseOrder

Ship By

Insert excerpt

	Ship By - Default
	Ship By - Default
nopanel	true

This is a date picked that is sometimes required. It is required when the selected transaction class 'Require a Ship By Date' property is set to "Yes". It defaults as blank and is editable if the 'Single Date Management' property on the Order Transaction Class Record View is set to "No". If required and not entered, the message "Ship by Date is required for orders in the transaction class." will be displayed on Save.If entered it must be on or after the Order Date, else the message "Ship by Date must not be earlier than Order Date." will be displayed on Save.

Database Field: ERPx_SOOrderHeader.ScheduledShipDate

Ship From Site

Insert excerpt

	Site Name
	Site Name
nopanel	true

This is a single-select standard lookup that is required. If missing and no defaults are set, the message "Ship From Site is required and there is no transaction class or customer address default set." will be displayed on Save. This defaults as "(Use Default)" and is always editable.

If the Ship From Site is not manually assigned (left as "(Use Default)"), it will be auto-assigned from a default if possible, if not the Ship From Site will be blank. The defaults are assigned in the following sequence:

From the 'Sales Order Site' assigned to the Customer Address
From the 'Default Ship From Site' assigned to the Sales Order Transaction Class

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

This lookup contains a list of all active Sites where the 'Visible to Sales' property is set to "Yes".

Database Fields: ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK

Transaction

Insert excerpt

	Transaction ID
	Transaction ID
nopanel	true

This is a text box that is required. It defaults with "(Use Next Trans. #)" and is always editable. If missing, the system will auto assign based on how the Transaction Class is configured. Transaction IDs are set as follows for each Transaction Type:

Quotes: From the Order's Transaction Class or from the Quote's Transaction Class.
Orders: From the Transaction Class
Price Adjustments: From the Source Order, Price Adjustment Transaction Class or the Source Invoice
Returns: From the Return Transaction Class or the Source Invoice

When generating a Transaction ID from a Transaction Class it is made up as the 'Document Prefix' + 'Next Document Number'. If the transaction number is manually entered, it must be unique. Else the message "The Transaction ID you are trying to add has already been used. Please check your transaction class setup to make sure the next document number available has not already been used." will be displayed on Save.

Insert excerpt

	Def - Transaction ID - Sales
	Def - Transaction ID - Sales
nopanel	true

Database Field: ERPx_SOOrderHeader.OrderID

Transaction Class

Insert excerpt

	Transaction Class
	Transaction Class
nopanel	true

This is a single-select standard lookup that is required. If missing, the message "Transaction Class is required." will be displayed on Save. It defaults from the value selected when the New button was clicked from the Sales Transactions List View or the Sales Items List View. It is always editable.

Insert excerpt

	Def - Transaction Class
	Def - Transaction Class
nopanel	true

This lookup contains a list of all active Transaction Classes where the 'Transaction Type' property is set to "Order" or "Quote".

Database Field: ERPx_SOOrderType.DocumentID

Page Details

Ship To Tab

Database Field: ERPx_ARCustomerAddress.AddressLine1AddressName

Address ID

Toolbar Icons

Description

Column Filter Show/Hide

Insert excerpt

	Column Filter Show/Hide - Global
	Column Filter Show/Hide - Global
nopanel	true

Excel

Insert excerpt

	Excel - LV 3.0
	Excel - LV 3.0
nopanel	true

Group By Show/Hide

Insert excerpt

	Group By Show/Hide - Global
	Group By Show/Hide - Global
nopanel	true

Help

Insert excerpt

	Help - Global 3.0
	Help - Global 3.0
nopanel	true

More Actions

Insert excerpt

	More Actions - Global 3.0
	More Actions - Global 3.0
nopanel	true

IQ: Sales Item History: Opens the Sales Item History Inquiry in a new tab/window for the selected Customer displaying all Items ordered on posted sales transactions in the past 90 days. If no Customer is selected the inquiry opens filtered to the first customer in the grid.
RV: Address: Opens the Customer Address Record View for users to view Customer Address details.
RV: Customer: Opens the Customer Record View for the selected Customer Address.

Quick Column Filter

Insert excerpt

	Quick Column Filter
	Quick Column Filter
nopanel	true

Refresh

Insert excerpt

	Refresh - Global 3.0
	Refresh - Global 3.0
nopanel	true

Saved Layouts

Insert excerpt

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

Fields

Description

Checkbox

Insert excerpt

	Checkbox
	Checkbox
nopanel	true

Address

Displays the value in Address Line 1 of the Ship To Address. This is a non-editable text box that is not required. It defaults from the 'Address 1' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View.

Insert excerpt

	Def - Address - Address Line 1
	Def - Address - Address Line 1
nopanel	true

Database Field: ERPx_ARCustomerAddress.AddressLine1

Address ID

Insert excerpt

	Address ID
	Address ID
nopanel	true

This is a non-editable text box that is required. It defaults from the 'Address ID' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View.

Insert excerpt

	Def - Customer Address ID
	Def - Customer Address ID
nopanel	true

Note: Address Types of "Both" and Shipping" will be included on this page; Address Types of "Inactive" and "Billing" will not be included on this page.

Database Field: ERPx_ARCustomerAddress.AddressID

Address Name

Insert excerpt

	Address Name
	Address Name
nopanel	true

This is is a non-editable text box that is required. It defaults from the 'Address Name' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View.
excerpt-include

Def - Address - Address Line 1

nopanel

true

Attention To

Address ID

Insert excerpt

Address ID

Attention To
	Attention To
nopanel	true

This is a non-editable text box that is not required. It defaults from the 'Address IDShip Attention To' field on the 'Properties' tab of the Customer Addresses Record ViewEdit Ship To Address dialog box. This field is editable from the Customer Addresses Record View and the Customer Record View.
Insert excerptDef - Customer Address IDDef - Customer Address IDnopaneltrue

Note: Address Types of "Both" and Shipping" will be included on this page; Address Types of "Inactive" and "Billing" will not be included on this page.

Database Field: ERPx_ARCustomerAddress.AddressID

Address Name

Insert excerptAddress IDAddress IDnopaneltrueThis is is via the More Actions button on the Sales Transaction Record View.

Database Field: ERPx_ARCustomerAddress.AttentionTo

Carrier Name

Identifies the Carrier that is assigned to the Ship To Address ID. This is a non-editable text box that is not required. It defaults from the 'Sales Order Carrier' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Record View or the Customer Addresses Record View.

Insert excerpt

	Def - Carrier
	Def - Carrier
nopanel	true

Database Fields: ERPx_SOCarrier.CarrierName, ERPx_ARCustomerAddress.CarrierSK

City

Displays the destination City where the order will be shipped. This is a non-editable text box that is not required. It defaults from the 'Address NameCity' field on the 'Properties' tab of the Customer the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View.

Insert excerpt

	Def - Address - City
	Def - Address - City
nopanel	true

Database Field: ERPx_ARCustomerAddress.AddressNameCity

Attention To Customer IDAttention To

Insert excerpt

Attention To

Customer ID
	Customer ID
nopanel	true

This is a non-editable text box that is

not

required. It defaults from the '

Ship Attention To

Customer ID' field on the

Edit Ship To Address dialog box

'Properties' tab of the Customer Record View. This field is

always

editable

Ship To address hyperlink on the Sales Order Record View. Will there be another place to access this field? Else this field will also be blank since the Sales Order RV is only displayed after this page.

Database Field: ERPx_ARCustomerAddress.AttentionTo

City

Displays the destination City where the order will be shipped to. This from the Customer Record View.

Insert excerpt

	Def - Customer ID
	Def - Customer ID
nopanel	true

Database Fields: ERPx_ARCustomer.CustomerID, ERPx_ARCustomerAddress.CustomerSK

Customer Name

Insert excerpt

	Customer Name
	Customer Name
nopanel	true

This is a non-editable text box that is not required. It defaults from the 'CityCustomer Name' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View.

Insert excerpt

	Def -

Address - City

Customer Name
	Def -

Address - City

Customer Name
nopanel	true

Database Field:Fields: ERPx_ARCustomer.CustomerName, ERPx_ARCustomerAddress.CityCustomerSK

Customer Insert excerptCustomer ID - TransactionCustomer ID - TransactionnopaneltrueFreight Terms

Identifies the Freight Terms that is assigned to the Ship To Address ID. This is a non-editable text box that is not required. It defaults from the 'Customer IDFreight Terms' field on the 'Properties' tab of the Customer the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and or the Customer Addresses Record View.

Insert excerpt

	Def -

Customer ID

Freight Terms
	Def -

Customer ID

Freight Terms
nopanel	true

Database Fields: ERPx ERPx_ARCustomerSOFreightTerms.CustomerIDDescription, ERPx_ARCustomerAddress.CustomerSK

Customer Name

Insert excerptCustomer Name - TransactionCustomer Name - TransactionnopaneltrueThis SOFreightTermsEN

Site Name

Identifies the name of the Site (Warehouse) that is assigned to the Ship To Address ID. This is a non-editable text box that is not required. It defaults from the 'Customer NameSales Order Site' field on the 'Properties' tab of the Customer the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and or the Customer Addresses Record View.

Insert excerpt

	Def -

Customer Name

Site
	Def -

Customer Name

Site
nopanel	true

Database Fields: ERPx_ARCustomerMFSite.CustomerNameSiteName, ERPxERPx_ARCustomerAddress.CustomerSKSiteSK

State

Displays the destination State where the order will be shipped to. This is a non-editable text box that is not required. It defaults from the 'State' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View.

Insert excerpt

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

Database Field: ERPx_ARCustomerAddress.State

Zip

Displays the destination Zip Code where the order will be shipped to. This is a non-editable text box that is not required. It defaults from the 'Zip' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View.

Insert excerpt

	Def - Address - Zip
	Def - Address - Zip
nopanel	true

Database Field: ERPx_ARCustomerAddress.Zip

Version	Old Version 23	New Version Current
Changes made by	Janice Dannenberg (Unlicensed)	Emma Greenwood
Saved on	Jan 21, 2021	Mar 25, 2022

Versions Compared

Key

Page Header

Page Details

Ship To Tab

Page Header

Page Details

Ship To Tab

Page Comparison

Versions Compared

Key

Page Header

Page Details

Ship To Tab

Page Header

Page Details

Ship To Tab