Insert excerptDef - Sales Order Ship ToDef - Sales Order Ship TonopaneltrueThe purpose of this page is to select a customer address and enter/select default fields for a sales order transaction. 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. What about for sales quotes - is the only difference the page title??
Software Version: 2020.xx.xx 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

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.Help - Global

Toolbar Icons

Description

Go To Catalog

Opens the Sales Order: 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.

Go To Find Lots

Go To Order

Opens the Sales Order Record View for users to enter information to create a sales order or sales quote transaction, without first adding items to the transaction.

Help

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Help - Global 3.0

Find Items

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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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Find Lots

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	Find Lots - RV Grid 3.0
	Find Lots - RV Grid 3.0
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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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Fields

Description

Carrier

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	Carrier - Default
	Carrier - Default
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This is a single-select standard lookup that is not required. It defaults as blank 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

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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

Displays the default date the order will be delivered, formatted from the users 'Date Format' preference. This

(Default)
	Date - Deliver On (Default)
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This is a date picker that is

not

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 editable

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 to be defaulted Freight Terms that will default for all shipments on the transaction. This is a single-select standard lookup that is not 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 as blank 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

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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 Field:Fields: ERPx_SOFreightTerms.Description

Order Date

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	Doc Date
	Doc Date
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This is a date picked 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 Date and the Deliver On dateDate, 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 not required. required when the selected transaction class 'Require a Ship By Date' property is set to "Yes". It defaults as blank and is always editable. 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

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	Site Name
	Site Name
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This is a multisingle-select standard lookup that is not required. It defaults with no sites selected 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

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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 Field: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

a Transaction Number using

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'

and

+ 'Next Document Number'

properties

. If the transaction number is manually entered,

then

it must be unique. Else the message "

Transaction Number may not be duplicated

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 to from the value selected transaction when the New button was clicked from the Sales Transactions LV List View or the Sales Items LVList 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

Page Details

Ship To Tab

always editable Ship To address hyperlink Order . 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

Toolbar Icons

Description

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

Saved Column

	Refresh - Global 3.0
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Saved Layouts

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	Column Layouts for Framework 3.0 - Global
	Column Layouts for Framework 3.0 - Global
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Fields

Description

Checkbox

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	Checkbox
	Checkbox
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Address

Displays the first line in the Address where the order will be shipped tovalue 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 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 and the Customer 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 IDName
	Address IDName
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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

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	Attention To
	Attention To
nopanel	true

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

City

.

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
nopanel	true

Database Field: ERPx_ARCustomerAddress.City

Customer ID

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	Customer ID
	Customer ID
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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
	Customer Name
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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
nopanel	true

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.

Insert excerpt

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

Database Field: ERPx_ARCustomerAddress.Zip

Version	Old Version 5	New Version Current
Changes made by	Janice Dannenberg (Unlicensed)	Emma Greenwood
Saved on	Jan 11, 2021	Mar 25, 2022

Versions Compared

Key

Page Header

Page Details

Ship To Tab

Related Topics

Page Definitions

Technical Details

Page Comparison

Versions Compared

Key

Page Header

Page Details

Ship To Tab

Related Topics

Page Definitions

Technical Details