The purpose of this page is to add, edit, remove, and activate/inactive these records.Insert excerpt Def - Report - CarrierSales Confirmation Def - CarrierReport - Sales Confirmation nopanel true
Software Version: 2019.MM.DD and newer
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Page Header
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A text box to assign a short name or SCAC code for the Carrier. This defaults to blank for new records and is not required. This field is always editable and duplicate values are allowed. This field must be <= 50 characters.
The SCAC is the Standard Carrier Alpha Code (SCAC) which is a privately controlled US code used to identify vessel operating common carriers (VOCC). It is typically two to four letters long. It was developed to help road transport companies computerize data and records. This is just used for reference and is not visible in look ups on transactions and other master files.
Linked Database Field: ERPx_SOCarrier.CarrierCode
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A text box to add or edit the unique identifier of the Carrier. This defaults to blank but is required for all records. If missing, the message "Blank Carriers are not allowed." will be displayed on Save. This value must be unique, otherwise the message "Duplicate Carriers are not allowed." will be displayed on Save. This field must be <= 50 characters.
Linked Database Field: ERPx_SOCarrier.CarrierName
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Identifies the 'Currency' that is assigned to the 'Linked AP Vendor'. This is not editable and is only populated for Carriers that have a 'Linked AP Vendor' defined. This will be blank for Carriers without a 'Linked AP Vendor' assigned.
Linked Database Field: ERPx_APVendor.CurrencySK
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A text box to add/edit a long description for the Carrier record. This defaults to blank for new records and is not required. This field is always editable and duplicate values are allowed. This field must be <= 200 characters.
This is informational only and is is not visible in look ups on transactions and other master files.
Linked Database Field: ERPx_SOCarrier.Description
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A text box to add/edit an email address associated with the Carrier record. This defaults to blank for new records and is not required. This field is always editable and duplicate values are allowed. This field supports multiple email addresses if they are separated by a " ; ". This field must be <= 1,000 characters.
This is informational only and is is not visible in look ups on transactions and other master files. There are no validations on this page to ensure this data is a properly formatted email address or that the email address is valid.
Linked Database Field: ERPx_SOCarrier.Email
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A text box to add/edit a Fax Number associated with the Carrier record. This defaults to blank for new records and is not required. This field is always editable and duplicate values are allowed. This field must be <= 30 characters.
This is informational only and is is not visible in look ups on transactions and other master files. There are no validations on this page to ensure this data is a properly formatted or that it is a valid number.
Linked Database Field: ERPx_SOCarrier.Fax
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A Yes/No field used to identify if the Carrier is Inactive. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups. Setting this to Inactive only prevents the record from being manually assigned to new transactions or master files, it does not prevent transactions containing this value to be posted. 'No' values display as blank in the grid. This value is always editable.
Linked Database Field: ERPx_SOCarrier.IsInactive
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A single select load on demand lookup to assign the AP Vendor that is paid for deliveries made by the Carrier.This defaults to blank for new records, is not required, and duplicates are okay. This field is always editable. Once selected, the Vendor Name will be displayed.
The lookup contains a blank value and a list of all AP Vendors.
Linked Database Field: ERPx_SOCarrier.LinkedToVendorSK
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A text box to add/edit a Phone Number associated with the Carrier record. This defaults to blank for new records and is not required. This field is always editable and duplicate values are allowed. This field must be <= 30 characters.
This is informational only and is is not visible in look ups on transactions and other master files. There are no validations on this page to ensure this data is a properly formatted or that it is a valid number.
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Insert excerpt Report Spec - SO Sales Confirmation NS Report Spec - SO Sales Confirmation NS nopanel true
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This report is designed to page break per unique sales transaction.
Report Header
This section only prints at the top of the first page of each new transaction.
| Fields | Description | ||||||||
| BILL TO |
This is formatted as:
This can only be edited by changing the Customers bill to address on the Custome Record View. | ||||||||
| DELIVER ON |
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| ORDER DATE |
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| ORDER # |
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| PO # |
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| REMIT TO |
This is formatted as:
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| SHIP BY |
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| SHIP TO |
This is formatted as:
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Page Header
This report does not contain a page header.
Body - Order Header
| Fields | Description | ||||||||
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| CARRIER |
If the entire order is being shipped from a single Site, and there is a Carrier assigned, or from multiple Sites but all with the same Carrier, this will be the Carrier Name. If the order is shipping from multiple sites, and there are more than one Carriers assigned, this will display as "Multiple Carriers". | ||||||||
| DUE DATE |
This can only be edited by changing the Payment Terms or the 'Ship By' date on the transaction. | ||||||||
| PAAYMENT TERMS |
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| SALESPERSON |
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| SHIPPED FROM |
If the entire order is being shipped from a single Site, this will be the Site Name. If the order is shipping from multiple sites this will display as "Multiple Sites". |
Body - Item Details
Line items are displayed as follows:
- Line items assigned an 'Item Type' of "Inventory" or "Misc." display individually in the detail section. The quantities and amounts displayed are based on the ORDERED values, not on the allocated values. These lines are ordered by the 'Seq' assigned on the items grid of the sales order record view.
- Line items assigned an 'Item Type' of "Tax" are summarized together, and the sum of their extended amounts display in the 'TAX' box. They are not shown individually in the detail section.
- Line items assigned an 'Item Type' of "Freight" are summarized together, and the sum of their extended amounts display in the 'FREIGHT' box. They are not shown individually in the detail section.
| Fields | Description | ||||||||
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| ITEM DESCRIPTION |
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| EXT. AMOUNT |
This column includes a subtotal formatted to two decimal places. | ||||||||
| ORD. UNITS |
This column includes a subtotal when one or more of the items contains 'Units'. The subtotal is formatted to the decimal precision of the item with the largest Units decimal precision. | ||||||||
| ORD. UNITS UOM |
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| ORD. WEIGHT |
This column includes a subtotal when one or more of the items contains 'Weight'. The subtotal is formatted to the decimal precision of the item with the largest Weight decimal precision. | ||||||||
| ORD. WEIGHT UOM |
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| PRICE | |||||||||
| PRICE UOM |
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Item Detail Subtotals
| Fields | Description |
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| SUB TOTAL | |
| TAX | |
| FREIGHT | |
| INVOICE TOTAL |
Notes
The notes only print at the bottom of the last page.
The following Note Types print if populated:
- Transaction - "Billing" note
Page Footer
This data prints on the bottom of every page.
- Page X of Y. This resets for every transaction
Related Topics
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Page Definitions |
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