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Software Version: 2021.xx.xx and newer
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Search
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The lookup contains a list of all Carriers.
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The lookup contains a list of all Customers.
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Used to select the type of date to search on. This is a single-select standard lookup that is required to return results. It defaults as "Ordered".
The lookup contains the values "Ordered", "Shipped" and "Invoiced".
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- Attribute Values
- Carrier
- Customer
- Invoice
- Item Description
- Item ID
- Order #
- Purchase Order
- Site ID
- Site Name
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The lookup contains a list of all active Sites.
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The lookup contains a list of all Transaction Classes.
Page Details
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Displays a drop down menu of options. The list of options includes:
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Address ID
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Database Fields: ERPx_ARCustomerAddress.AddressID, ERPh_SOOrderHeader.AddressSK
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Database Fields: ERPx_ARCustomerAddress.AddressName, ERPh_SOOrderHeader.AddressSK
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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
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Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPh_SOOrderHeader.ShipAttentionTo
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Database Field: ERPx_SPProgramSettlementItem.ComputedAmount
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Database Fields: ERPx_MFCurrency.CurrencyID, ERPh_SOOrderHeader.CurrencySK
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Database Fields: ERPx_ARCustomer.CustomerID, ERPh_SOOrderHeader.CustomerSK
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Database Fields: ERPx_ARCustomer.CustomerName, ERPh_SOOrderHeader.CustomerSK
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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 and not stored in the database.
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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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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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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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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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Database Field: ERPh_SOOrderHeader.OrderDate
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Database Field: ERPx_SPProgramSettlementItem.ComputedAmount
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Software Version: 2023.11.30 and newer
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Carrier |
The lookup contains a list of all 'Active' Carriers. | ||||||||||||||||
Customer |
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 |
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Site |
The lookup contains a list of all 'Active' Sites. | ||||||||||||||||
Trans Class |
The lookup contains a list of all 'Active' Transaction Classes, with the exception of Quote type transaction classes. |
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View |
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Fields | Description | ||||||||||||||||||||||||
Checkbox |
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Address ID |
Database Fields: ERPx_ARCustomerAddress.AddressID, ERPh_SOOrderHeader.AddressSK | ||||||||||||||||||||||||
Address Name |
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 |
Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPh_SOOrderHeader.ShipAttentionTo | ||||||||||||||||||||||||
Brokerage Amt. |
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. |
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 |
Database Fields: ERPx_MFCurrency.CurrencyID, ERPh_SOOrderHeader.CurrencySK | ||||||||||||||||||||||||
Customer ID |
Database Fields: ERPx_ARCustomer.CustomerID, ERPh_SOOrderHeader.CustomerSK | ||||||||||||||||||||||||
Customer Name |
Database Fields: ERPx_ARCustomer.CustomerName, ERPh_SOOrderHeader.CustomerSK | ||||||||||||||||||||||||
Freight Amt. |
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 | ||||||||||||||||||||||||
GL Date |
Database Field: ERPh_SOInvoiceHeader.GLDate | ||||||||||||||||||||||||
GL Period |
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GL Year |
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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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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.
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Invoice |
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 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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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.
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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.
Database Field: ERPh_SOOrderHeader.OriginTransID | ||||||||||||||||||||||||
Order Trans Class |
Database Field: ERPx_SOOrderTypeDocument.DocumentID | ||||||||||||||||||||||||
Ordered |
Database Field: ERPh_SOOrderHeader.OrderDate | ||||||||||||||||||||||||
Other Accrual Amt. |
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 |
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.
Database Fields: ERPh_SOOrderItem. OrderItemActualCost, ERPx_IMLotCostHistory.Cost, ERPx_IMLotBalance.LotSK | ||||||||||||||||||||||||
Purchase Order |
Database Field: ERPh_SOOrderHeader.PurchaseOrder | ||||||||||||||||||||||||
Rebate Amt. |
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 'Purchase Order' field on the 'Home' tab of the Sales Order Record View. Insert excerpt | | Def - Purchase Order | Def - Purchase Order | |||||||||||||||||||||
nopanel | true | ||||||||||||||||||||||||
Salesperson - Inside |
comes from the 'Salesperson - Inside Sales' field on the 'Properties' tab of the Sales Transaction Record View. It is not editable.
Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPh_SOOrderHeader.InsideSalespersonSK | ||||||||||||||||||||||||
Salesperson - Outside |
comes from the 'Salesperson - Outside Sales' field on the 'Properties' tab of the Sales Transaction Record View. It is not editable.
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 can be edited comes 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 Record Viewthe Customer Addresses Record View when the transaction was created. Once the transaction is posted, this field is not editable.
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 can be edited comes from the 'Country' field on the 'Properties' tab of the Customer Addresses Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record Viewwhen the transaction was created. Once the transaction is posted, this field is not editable.
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 can be edited comes from the 'Phone' 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 Viewwhen the transaction was created. Once the transaction is posted, this field is not editable.
Database Fields: ERPx_ARCustomerAddress.Phone1, ERPh_SOOrderHeader.ShipPhone1 | ||||||||||||||||||||||||
Status |
| is required and can be edited comes from the 'Status' on the 'Home' tab of the Sales Transaction Record View. It is not editable.
| List View Inquiry include:
| Ready to PostDef - Status - Ready to Post | |||||||||||||||||||||
nopanel | true | ||||||||||||||||||||||||
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Database Fields: ERPx_SOOrderStatus.OrderStatusName, | ERPxERPh_SOOrderHeader.OrderStatusSK | |||||||||||||||||||||||
Trans Class |
Database Field: ERPx_SOOrderTypeSOOrderTypeDocument.DocumentID | ||||||||||||||||||||||||
Trans Type |
This is a system assigned value and is not editable. The transaction types are: Invoice, Return and Price Adjustment.
Database Field: ERPx_ SOOrderType. OrderTypeName | ||||||||||||||||||||||||
Transaction |
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 and can only be edited by changing the quantity of allocated 'Units' on one or more line items on the Sales Transaction Record Viewthat is not editable. Database Field: ERPx ERPh_SOOrderHeader.AllocatedUnits | ||||||||||||||||||||||||
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 Viewthat is not editable. Database Field: ERPx ERPh_SOOrderHeader.AllocatedWeight |
Related Topics
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