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Insert excerptDef - Sales Order Ship ToDef - Sales Order Ship Tonopaneltrue The purpose 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.

(lightbulb) 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: 20212022.0603.04 18 and newer

Table of Contents
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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. Go to Order - RV Header
Toolbar IconsDescription
Find Items

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

Find LotsGo to Order
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Go to Order - RV Header 3.0

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Find Items - RV Grid 3.0
Find Items - RV Grid 3.0
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Find Items with Balance

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Find Items with Balances - RV Grid 3.0
Find Items with Balances - RV Grid 3.0
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FieldsDescription
CarrierFind Lots

Carrier - Default

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Carrier - Default
Find Lots - RV Grid 3.0
Find Lots - RV Grid 3.0
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 This is a single-select standard

Go to Order
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Go to Order - RV Header 3.0
Go to Order - RV Header 3.0
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FieldsDescriptionCarrier

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Carrier - Default
Carrier - Default
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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:

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

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Def - Carrier
Def - Carrier
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This lookup contains a list of all active Carriers.

Database Field: ERPx_SOCarrier.CarrierName

Deliver On

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Date - Deliver On (Default)
Date - Default Deliver On Date - (Default)
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 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 always editableeditable 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:

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

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Def - Freight Terms
Def - Freight Terms
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This lookup contains a list of all active Freight Terms.

Database Fields: ERPx_SOFreightTerms.Description

Order Date

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Doc Date
Doc Date
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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

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Purchase Order
Purchase Order
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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.

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Def - Purchase Order
Def - Purchase Order
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Database Field: ERPx_SOOrderHeader.PurchaseOrder

Ship By

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Ship By - Default
Ship By - Default
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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 always editableeditable 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

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Site Name
Site Name
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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:

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

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Def - Site
Def - Site
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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 

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Transaction ID
Transaction ID
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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.

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Def - Transaction ID - Sales
Def - Transaction ID - Sales
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Database Field: ERPx_SOOrderHeader.OrderID

Transaction Class

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Transaction Class
Transaction Class
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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.

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Def - Transaction Class
Def - Transaction Class
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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

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View - Options
Toolbar IconsDescription
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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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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More Actions

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More Actions - Global 3.0
More Actions - Global 3.0
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  • 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
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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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View - Options 3.0
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Column Layouts for Framework 3.0 - Global
Column Layouts for Framework 3.0 - Global
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View
3
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  • Customer: Opens the Customer Record View for the selected Customer Address. 
    • Address: Opens the Customer Address Record View for users to view Customer Address details. 
    .0 - Global
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    FieldsDescriptionCheckbox

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    Checkbox
    Checkbox

    Used to select a Customer Address to perform an action or to associate with the transaction.

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    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.

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    Def - Address - Address Line 1
    Def - Address - Address Line 1
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    Database Field: ERPx_ARCustomerAddress.AddressLine1

    Address ID

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    Address ID
    Address ID
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    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.

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    Def - Customer Address ID
    Def - Customer Address ID
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    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

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    Address Name
    Address Name
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    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.

    Database Field: ERPx_ARCustomerAddress.AddressName

    Attention To  Insert excerptDef - Under DevelopmentDef - Under Developmentnopaneltrue

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    Attention To
    Attention To
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    This is a non-editable text box that is not required. It defaults from the 'Ship Attention To' field on the Edit Ship To Address dialog box. This field is editable 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.

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    Def - Carrier
    Def - Carrier
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    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 'City' 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.

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    Def - Address - City
    Def - Address - City
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    Database Field: ERPx_ARCustomerAddress.City

    Customer ID

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

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

    Customer Name

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

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

    Freight 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 'Freight Terms' 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.

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    Def - Freight Terms
    Def - Freight Terms
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    Database Fields: ERPx_SOFreightTerms.Description, ERPx_ARCustomerAddress.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 'Sales Order Site' 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.

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    Def - Site
    Def - Site
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    Database Fields: ERPx_MFSite.SiteName, ERPx_ARCustomerAddress.SiteSK

    State

    Displays the destination State where the order will be shipped. 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.

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    Def - Address - State
    Def - Address - State
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    Database Field: ERPx_ARCustomerAddress.State

    Zip

    Displays the destination Zip Code where the order will be shipped. 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.

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    Def - Address - Zip
    Def - Address - Zip
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    Database Field: ERPx_ARCustomerAddress.Zip

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