• Hold Code: A single-select lookup that defaults to "(No Change)", but also contains a list of all Hold Codes. Assigns the selected Hold Code to selected/filtered transactions when Apply is clicked. The selected Hold Code must match the transaction type, else the message "[Transaction ID]: The Hold Code did not match the transaction type and could not be applied." will be displayed on Save.
  
• Sales Order Attributes: All Sales Order attributes configured in the Attributes Master File. Assigns the entered/selected value to selected/filtered transactions when Apply is clicked.
  
• Reprice Sales Orders and Quotes: A Yes/No lookup that defaults to "No". Selecting "Yes" will reprice any line items on the selected/filtered transactions from the Price List specified on the transaction. Note: If the 'Price' field has previously been overridden by a user, the line item will not be repriced.
  
• Status: A single-select lookup that defaults to "(No Change)". Assigns the selected Status to selected/filtered transactions when Apply is clicked. Options include:

  • Insert excerpt
    Def - Status - New Def - Status - New nopanel true

  • Insert excerpt
    Def - Status - Released Def - Status - Released nopanel true

  • Insert excerpt
    Def - Status - Shipped Def - Status - Shipped nopanel true

  • Insert excerpt
    Def - Status - Approved Def - Status - Approved nopanel true

  • Insert excerpt
    Def - Status - Ready to Post Def - Status - Ready to Post nopanel true

• Workflow: A single-select lookup that defaults to "(No Change)". Assigns the selected Workflow Step to selected/filtered transactions when Apply is clicked. Options include:
  • (Next Step)
  • All Sales Order Workflow Steps set up on the Sales: Configuration - Workflow Record View
    

• RV: Allocate: Opens the Allocate Sales Transaction Item Record View to allocate by Inventory Lot or Warehouse Lot.
• Copy Order: After selecting an Order and clicking this option a new order is created with all of the same data with the exception of any allocations, Actual Ship date and Invoice details.  Note: This option is only available for Order type transactions.

Each Transaction Type (Quote, Order, Return, or Price Adjustment) that only has one Transaction Class is displayed as just the Transaction Type Name (e.g. Order).  Each Transaction Type that has more than one Transaction Class is displayed as Transaction Type Name-Transaction Class Name (e.g. Order-Fresh). The base list of Transaction Types includes:

• Quotes: Each unique Quote Class is displayed. When clicked, the Select Ship-To Record View opens allowing users to select the Customer / Customer Address associated with the quote.
• Order: Each unique Order Class is displayed. When clicked, the Select Ship-To Record View opens allowing users to select the Customer / Customer Address associated with the order.
  
• Return: Opens the Sales Return: Find an Invoice page for users to find a posted invoice and create a Return transaction.
• Price Adjustment: Opens the Price Adjustment: Find an Invoice page for users to find a posted invoice and create a Price Adjustment transaction.

Image Added Selected transaction(s) that are on Hold with a hold code set to disable printing will display the message "One or more of the selected records cannot be printed.”

 Filtered transaction(s) that are on Hold with a hold code set to disable printing will not print anything, but any filtered records not on hold, or printing is enabled while on hold will print as expected. 

Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK

Database Fields: ERPx_ARCustomerAddress.AddressName, ERPx_SOOrderHeader.AddressSK

 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

Database Fields: ERPx_SOCarrier.CarrierName, ERPx_SOOrderHeader.CarrierSK

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

Database Field: ERPx_SOOrderHeader.ExtendedCostAmount

Database Field: ERPx_SOOrderHeader.CreatedDate

Database Field: ERPx_SOOrderHeader.CreatedBy

Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_SOOrderHeader.CurrencySK

Database Fields: ERPx_ARCustomer.CustomerID, ERPx_SOOrderHeader.CustomerSK

Database Fields: ERPx_ARCustomer.CustomerName, ERPx_SOOrderHeader.CustomerSK  

Database Field: ERPx_SOOrderHeader.ScheduledDeliveryDate

 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_SOOrderHeader.FreightAccrualAmount

Identifies the Freight Terms assigned to the shipment. This is not required and can be edited from the 'Freight Terms' field on the 'Shipments' tab of the Sales Transaction Record View.

Database Fields: ERPx_SOOrderHeader.SOFreightTermsEN, ERPx_SOFreightTerms.Description

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.

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.

Database Field: ERPx_SOOrderHeader.LastUser

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.

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.

A transaction may be placed on hold by assigning a Hold Code.

Database Field: ERPx_MFHoldCode.HoldCode

 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

Linked Database Field: ERPx_SOOrderHeader.PaymentTermsSK

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. If the item is allocated, this field may be edited from the 'Actual Cost' assigned on the Inventory Lot.

Database Fields: ERPx_SOOrderItem.ItemActualCost, ERPx_IMLotCostHistory.Cost, ERPx_IMLotBalance.LotSK

Database Field: ERPx_SOOrderHeader.PurchaseOrder

 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' field on the '

Properties' tab of the Sales

Transaction Record View.

Database

Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPx_SOOrderHeader.

InsideSalespersonSK

This is not required and can be edited from the '

Salesperson - Outside' field on the '

Properties' tab of the Sales

Transaction Record View.

Database

Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPx_SOOrderHeader.

SalesPersonSK

Ship By' field on the '

Home' tab of

the Sales Transaction Record View. It comes from the 'Ship

By' field on the 'Home' tab of the Sales

Transaction Record View.

Database Field: ERPx_SOOrderHeader.

ScheduledShipDate

Displays the

destination City, State where the order will be shipped to. This not is

required and

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 created, this field is not editable.

Database Fields: ERPx_ARCustomerAddress.City, ERPx_ARCustomerAddress

.State, ERPx_SOOrderHeader.ShipCity, ERPx_SOOrderHeader.

ShipState

Displays the

Country the order will be shipped to. This is not required and

comes from the '

Country' field on the 'Properties' tab of the Customer Addresses Record View

when the transaction was created. Once the transaction is created, this field is not editable.

Database Fields: ERPx_ARCustomerAddress.

Country, ERPx_SOOrderHeader.

ShipCountry

Displays the phone number at the address where the order will be shipped to. This is not required and comes from the 'Phone' field on the 'Properties' tab of the Customer Addresses Record View when the transaction was created. Once the transaction is created, this field is not editable.

Database Fields: ERPx_ARCustomerAddress.Phone1, ERPx_SOOrderHeader.ShipPhone1

Site' field on the '

Home' tab of the Sales

Transactions Record View.

Database Fields: ERPx_

MFSite.

SiteID,

 ERPx_SOOrderHeader.

SiteSK

This is required and can be edited from the 'Site

' field on the '

Home' tab of the

Sales Transactions Record View.

Database Fields: ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK

Transaction Record View.

 The Statuses that apply to transactions in this List View include:

Database Fields:

 ERPx_

SOOrderStatus.

OrderStatusName, ERPx_SOOrderHeader.

OrderStatusSK

 This is required and

comes from the '

Transaction Class' value selected by the user when the sales order or sales quote was created. It is not editable. 

It is formatted from the users 'Date Format' preference. This is required and can be edited from the 'Order Date' field on the 'Home' tab of the Sales Transaction Record View.

Database Field: ERPx_SOOrderHeader.OrderDate

Database Field: ERPx_SOOrderHeader.OrderID

can be edited from the 'Workflow' field on the 'Home' tab of the

Sales Transaction Record View.

Database Fields: ERPx_MFWorkflow.WorkflowName, ERPx_SOOrderHeader.WorkflowSK