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Insert excerptDef - Sales TransactionsDef - Sales Transactionsnopaneltrue This page lists each unique Sales Transaction. The purpose of this page is to view, add, edit, remove, and post Sales Orders, Returns, Price Adjustments, and Quotes.  Additionally, users can Mass Update to apply / remove hold codes, reprice orders and quotes, update sales order attribute values and update the Status/Workflow of multiple transactions at once, as well as allocate order items.(lightbulb) This list view also contains columns for each Attribute that is set up for the 'Sales Order' attribute type. Because these are user defined, they are not included in the default view but can be added a saved column layout.Sales Order attributes are not included in the help documentation.

Software Version: 2021.02.19 and newer

Table of Contents
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Page Header

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Image Added

Insert excerpt
Def - Sales Transactions
Def - Sales Transactions
nopaneltrue
 This page lists each unique Sales Transaction. The purpose of this page is to view, add, edit, remove, and post Sales Orders, Returns, Price Adjustments, and Quotes.  Additionally, users can Mass Update to apply / remove hold codes, reprice orders and quotes, update sales order attribute values and update the Status/Workflow of multiple transactions at once, as well as allocate order items.

(lightbulb) This list view also contains columns for each Attribute that is set up for the 'Sales Order' attribute type. Because these are user defined, they are not included in the default view but can be added a saved column layout.Sales Order attributes are not included in the help documentation.

Software Version: 2023.11.30 and newer

Table of Contents
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Page Header

the line item will not be repriced
Toolbar IconsDescription
Column Filter Show/Hide
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Column Filter Show/Hide - Global
Column Filter Show/Hide - Global
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Delete
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Delete - LV 3.0
Delete - LV 3.0
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Excel
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Excel - LV 3.0
Excel - LV 3.0
nopaneltrue
Favorites
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Favorites Add/Remove - Global
Favorites Add/Remove - Global
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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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Mass Update

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Mass Update - Global 3.0
Mass Update - Global 3.0
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  • 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
      nopaneltrue

    • Insert excerpt
      Def - Status - Released
      Def - Status - Released
      nopaneltrue

    • Insert excerpt
      Def - Status - Shipped
      Def - Status - Shipped
      nopaneltrue

    • Insert excerpt
      Def - Status - Approved
      Def - Status - Approved
      nopaneltrue

    • Insert excerpt
      Def - Status - Ready to Post
      Def - Status - Ready to Post
      nopaneltrue

  • 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
More Actions

Insert excerpt
More Actions - Global 3.0
More Actions - Global 3.0
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  • Hold Code: A single-select lookup that defaults to "(No Change)", but also contains a list of all Hold Codes.
  • Sales Order Attributes: A list of Sales Order attributes configured in the Attributes Master File.
  • Reprice Sales Orders and Quotes: A Yes/No lookup that defaults to "No". Selecting "Yes" will reprice any line items from the Price List specified on the transaction. Note: If the 'Price' field has previously been overridden by a user,
    • 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.
    New

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    New - Multi-Select Trans Type - Global 3.0
    New - Multi-Select Trans Type - Global 3.0
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    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

    - Global 3.0nopaneltrue

    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.
    Notes

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    Notes - RV Grid 3.0
    Notes - RV

    Grid 3.0nopaneltruePrint Insert excerptPrint - LV 3.0Print - LV 3.0nopaneltrue 

    When clicked, all the Reports assigned to the Functional Area of Sales, that launch from the Print Dialog, and that the user has rights to are displayed.

    Quick FilterQuick Filter

    Grid 3.0
    nopaneltrue
     

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    Quick Filter

    Def - Notes
    Def - Notes
    nopaneltrue

    Refresh
    Print

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    Refresh

    Print -

    Global

    LV 3.0

    Refresh

    Print -

    Global

    Opens a dialog box that allows users to mass update transactions to a specific Status. Assigns the selected Status to selected/filtered transactions when Apply is clicked. Options include:

    Insert excerptDef - Status - NewDef - Status - Newnopaneltrue Insert excerptDef - Status - ReleasedDef - Status - Releasednopaneltrue Insert excerptDef - Status - ShippedDef - Status - Shippednopaneltrue Insert excerptDef - Status - ApprovedDef - Status - Approvednopaneltrue Insert excerptDef - Status - Ready to PostDef - Status - Ready to PostnopaneltrueWorkflowOpens a dialog box that allows users to mass update transactions to a specific Workflow Step. Assigns the selected Workflow Step to selected/filtered transactions when Apply is clicked. Workflow Steps may be configured on the Sales: Configuration Workflow page.FieldsDescriptionCheckbox Insert excerptCheckboxCheckboxnopaneltrue

    # of Shipments

    Identifies the number of shipments associated with the transaction. This is required for the transaction to be saved in a status of 'Shipped' or greater. The number of shipments is auto generated based on a combination of Carrier, Site and Ship By Date. This field cannot be edited and is not stored in the database.

    % Filled UnitsIdentifies the percentage of total allocated units versus total ordered units. This is a calculated field and can be edited by changing the unit allocation or 'Ord. Units' quantity for one or more line items. It is calculated as [Total Allocated Unit Quantity] / [Total Ordered Unit Quantity] * 100. This field is not stored in the database.
    % Filled WeightIdentifies the percentage of total allocated weight versus total ordered weight. This is a calculated field and can be edited by changing the weight allocation or 'Ord. Weight' quantity for one or more line items. It is calculated as [Total Allocated Weight] / [Total Ordered Weight] * 100. This field is not stored in the database.

    Address

    Insert excerptAddress IDAddress IDnopaneltrue This is required and can be edited from the 'Address ID' field on the 'Properties' tab of the Customer Addresses Record View. This is the Address ID of the Ship To Address that was selected. It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View.
    Insert excerptDef - Customer Address IDDef - Customer Address IDnopaneltrue

    Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK

    Address Name Insert excerptAddress IDAddress IDnopaneltrueThis is required and can be edited from the 'Address Name' field on the 'Properties' tab of the Customer Addresses Record View. It comes from the 'Ship To

    LV 3.0
    nopaneltrue

    Saved Column Layouts Insert excerptColumn Layouts for Framework 3.0 - GlobalColumn Layouts for Framework 3.0 - GlobalnopaneltrueStatus

    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.”

    (lightbulb) 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. 

    Quick Column Filter
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    Quick Column Filter
    Quick Column Filter
    nopaneltrue
    Refresh
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    Refresh - Global 3.0
    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
    nopaneltrue
    FieldsDescription
    Checkbox
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    Checkbox
    Checkbox
    nopaneltrue

    Address ID

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    Address ID
    Address ID
    nopaneltrue
    This is required and can be edited from the 'Address ID' field on the 'Properties' tab of the Customer Addresses Record View. This is the Address ID of the Ship To Address that was selected. It comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View.

    Insert excerpt
    Def - Customer Address ID
    Def - Customer Address ID
    nopaneltrue

    Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK

    Address Name

    Insert excerpt
    Address Name
    Address Name
    nopaneltrue
    This is required and can be edited from the 'Address Name' 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 Transaction Record View.

    Database Fields: ERPx_ARCustomerAddress.AddressName, ERPx_SOOrderHeader.AddressSK

    Amount

    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

    Amount - Ord.

    Identifies the sum of all the Line Items ordered extended amount, formatted to 2 decimal places. This is a calculated field and can only be edited by changing the unit/weight ordered quantities or by updating the 'Price' field of a line item on the Sales Transaction Record View.

    It is calculated as [Ordered Quantity] * [Price], where [Ordered Quantity] is the Ordered Units if the 'Price UOM' for the item is a Unit UOM, and Ordered Weight if the 'Price UOM' for the item is a Weight UOM.

    Database Field: ERPx_SOOrderHeader.OrderedAmount

    Attention To 

     

    Insert excerpt
    Attention To
    Attention To
    nopaneltrue
    This is not required and can be edited by clicking the 'More Actions' button and choosing 'Change Address' on the 'Home' tab of the Sales Transaction Record View while the transaction is in a status less than Approved.

    Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPx_SOOrderHeader.ShipAttentionTo

    Brokerage Amt.

    Insert excerpt
    Def - Brokerage Amt.
    Def - Brokerage Amt.
    nopaneltrue
    This displays the total 'Program Amt.' of all line items on the transaction that qualify for one or more related Brokerage programs. This is not required. This is a calculated field and may be edited from the Sales Program Details Record View.

    (lightbulb) 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

    Carrier Name

    Insert excerpt
    Carrier - Default
    Carrier - Default
    nopaneltrue
    This is not required and can be edited from the 'Carrier' field on the 'Home' tab of the

    Sales Order

    Sales Transaction Record View.

    Insert excerpt
    Def - Carrier
    Def - Carrier
    nopaneltrue

    Database Fields:

     ERPx

     ERPx_

    ARCustomerAddress

    SOCarrier.

    AddressName

    CarrierName,

     ERPx_SOOrderHeader.AddressSKAlloc. Amount

    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 Order 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

     ERPx_SOOrderHeader.CarrierSK

    Cost Amt.

    Insert excerpt
    Def - Cost Amt. (SO)
    Def - Cost Amt. (SO)
    nopaneltrue
    This field displays the total cost of all inventory line items on the transaction. This is not required and can be edited in the Update Costs inquiry.

    (lightbulb) 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

    Created

    Insert excerpt
    Created
    Created
    nopaneltrue
     This field is required.

    Database Field: ERPx_SOOrderHeader.

    AllocatedAmountAlloc. UnitsIdentifies 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 Order Record View

    CreatedDate

    Created By

    Insert excerpt
    Created By
    Created By
    nopaneltrue
    This field is required.

    Database Field: ERPx_SOOrderHeader.

    AllocatedUnitsAlloc. 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 Order Record View.

    Database Field: ERPx_SOOrderHeader.AllocatedWeight

    Amount

    CreatedBy

    Currency 

    Insert excerpt
    Currency
    Currency
    nopaneltrue
    This is required and comes from the 'Currency' field in the 'Home' tab of the Sales Transaction Record View. This field is not editable.

    Insert excerpt

    Amount

    Def -

    Original

    Currency

    Amount

    Def -

    Original

    Database Fields: ERPx_SOOrderHeader.OrderedAmount, ERPx_SOOrderHeader.AllocatedAmount 

    Attention To  Insert excerptAttention ToAttention To

    Currency
    nopaneltrue

    If the items on the transaction have been allocated (regardless of the transaction status), then this field displays the Allocated Amount. Else, if the items on the transaction have not been allocated, then this field displays the Ordered Amount. This is a calculated field and can be edited by changing the 'Ord. Units', Ord. Weight' or 'Price' fields on the Sales Order Record View or unit/weight allocations. Is this true, or is it based on Status?

    Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_SOOrderHeader.CurrencySK

    Customer ID

    Insert excerpt
    Customer ID
    Customer ID
    nopaneltrue
    This is required and can be edited from the 'Customer ID' field on the 'Properties' tab of the Customer Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View.

    Insert excerpt
    Def - Customer ID
    Def - Customer ID
    nopaneltrue

    Database Fields: ERPx_ARCustomer.CustomerID, ERPx_SOOrderHeader.CustomerSK

    Customer Name

    Insert excerpt
    Customer Name
    Customer Name
    nopaneltrue
    This is

    not

    required and can be edited

    by clicking

    from the '

    Ship To' address hyperlink

    Customer Name' field on the '

    Home

    Properties' tab of the

    Sales Order Record View.

    Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPx_SOOrderHeader.ShipAttentionTo

    BOLBOL

    Customer Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View.

    Insert excerpt

    BOL

    Def - Bill of Ladingnopaneltrue

    Database Field: ERPx_SOOrderHeader.BOL

    Carrier Name Insert excerptCarrier - DefaultCarrier - Defaultnopaneltrue This is not

    Def - Customer Name
    Def - Customer Name
    nopaneltrue

     If more than one shipment exists, this field will list each BOL in a comma separated list. This is not required and can be edited from the 'BOL' field on the 'Shipments' tab of the Sales Order Record View.
    Insert excerptDef - Bill of Lading

    Database Fields: ERPx_ARCustomer.CustomerName, ERPx_SOOrderHeader.CustomerSK  

    Days OutIdentifies the number of days before the order is to be shipped. This is a calculated field that can be either positive or negative. It is calculated as [Ship By Date] - [Current Date]. It is a positive number when the 'Ship By' field is in the future and a negative number when the 'Ship By' field is in the past. It is required and can be edited from the '
    Default Carrier
    Ship By' field on the 'Home' tab of the Sales
    Order
    Transaction Record View.

    Insert excerptDef - CarrierDef - Carriernopaneltrue

    Database Fields: ERPx_SOCarrier.CarrierName, ERPx_SOOrderHeader.CarrierSK

    Created Insert excerptCreatedCreatednopaneltrue This field is required.

    Database Field: ERPx_SOOrderHeader.CreatedDate

    Created ByCreated By
    This field is not stored in the database.
    Deliver On

    Insert excerpt

    Created By

    Date - Deliver On (Default)
    Date - Deliver On (Default)
    nopaneltrue
    This

    field

    is required and can be edited from the 'Deliver On' field on the 'Home' tab of the Sales Transaction Record View.

    Database Field:

     ERPx

     ERPx_SOOrderHeader.

    CreatedBy

    ScheduledDeliveryDate

    Currency 
    Freight Amt.

    Insert excerpt

    CurrencyCurrency

    Def - Freight Amt. (SO)
    Def - Freight Amt. (SO)
    nopaneltrue
     This is not required. This can be edited by updating the 'Freight Rate', 'Surcharge %' or 'Other Charges' fields on the Shipment Details Record View or from the Sales Program Details Record View for the Freight Accrual Program.

    This is required and comes from the 'Currency' field in the 'Home' tab of the Sales Order Record View. This field is not editable. Insert excerptDef - CurrencyDef - Currencynopaneltrue

    Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_SOOrderHeader.CurrencySK

    Customer Insert excerptCustomer ID - TransactionCustomer ID - TransactionnopaneltrueThis is

    (lightbulb) 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

    Freight Terms

    Identifies the Freight Terms assigned to the shipment. This is not required and can be edited from the '

    Customer ID

    Freight Terms' field on the '

    Properties' tab of the Customer Record View. It comes from the 'Ship To' field on the 'Home'

    Shipments' tab of the Sales

    Order

    Transaction Record View.

    Insert excerpt
    Def -

    Customer ID

    Freight Terms
    Def -

    Customer ID

    Freight Terms
    nopaneltrue

    Database Fields:

    ERPx

     ERPx_

    ARCustomer

    SOOrderHeader.

    CustomerID

    SOFreightTermsEN, ERPx_

    SOOrderHeader.CustomerSKCustomer Name Insert excerptCustomer Name - TransactionCustomer Name - TransactionnopaneltrueThis is required and can be edited from the 'Customer Name' field on the 'Properties' tab of the Customer Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View

    SOFreightTerms.Description

    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.

    Insert excerpt
    Def -

    Customer Name

    Gross Margin Amt.
    Def -

    Customer Name

    Gross Margin Amt.
    nopaneltrue

    Database Fields: ERPx_ARCustomer.CustomerName, ERPx_SOOrderHeader.CustomerSK  

    Days OutIdentifies the number of days before the order is shipped. This is a calculated field that can be either positive or negative. It is calculated as [Default Ship By] - [Current Date]. It is a positive number when the 'Default Shipped By' field is in the future and a negative number when the 'Default Shipped By' field is in the past. It is required and can be edited from the 'Default Ship By' field on the 'Home' tab of the Sales Order Record View. This field is not stored in the database.Deliver On Insert excerptDeliver On Date - DefaultDeliver On Date - Defaultnopaneltrue This is required and can be edited from the 'Default Deliver On' field on the 'Home' tab of the Sales Order Record View.

    Database Field: ERPx_SOOrderHeader.ScheduledDeliveryDate

    Internal Note Insert excerptOn HoldOn Holdnopaneltrue This is required and can be edited from either the 'Hold Code' field on the 'Home' tab of the Sales Order Record View or via Mass Update on the Sales Transactions List View.
    A transaction may be placed on hold by assigning a Hold Code. Insert excerptDef - Hold CodeDef - Hold Codenopaneltrue

    Database Field: ERPx_MFHoldCode.HoldCode

    Ord. Amount

    Identifies the sum of all the Line Items ordered extended amount, formatted to 2 decimal places. This is a calculated field and can only be edited by changing the unit/weight ordered quantities or by updating the 'Price' field of a line item on the Sales Order Record View.

    It is calculated as ([Ordered Quantity] * [Price]), where [Ordered Quantity] is the Ordered 'Units' when the 'Price UOM' is a Unit UOM and it is the Ordered 'Weight' when the 'Price UOM' is a Weight UOM.

    Database Field: ERPx_SOOrderHeader.OrderedAmount

    Ord. Units

    Identifies the sum of all the Line Items Ordered 'Units', formatted to 2 decimal places. This is a calculated field and can only be edited by changing the quantity of Ordered 'Units' on one or more line items on the Sales Order Record View.

    Database Field: ERPx_SOOrderHeader.OrderedUnits

    Ord. Weight

    Identifies the sum of all the Line Items Ordered 'Weight', formatted to 2 decimal places. This is a calculated field and can only be edited by changing the quantity of Ordered 'Weight' on one or more line items on the Sales Order Record View.

    Database Field: ERPx_SOOrderHeader.OrderedWeight

    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.

    Insert excerpt
    Def - Gross Margin Pct.
    Def - Gross Margin Pct.
    nopaneltrue

    Last Updated

    Insert excerpt
    Last Updated
    Last Updated
    nopaneltrue
    This field is required.

    Database Field: ERPx_SOOrderHeader.LastUpdated

    Last Updated By

    Insert excerpt
    Last Updated By
    Last Updated By
    nopaneltrue
    This field is required.

    Database Field: ERPx_SOOrderHeader.LastUser

    On Hold
    Multiple ShipmentsIdentifies if the transaction has more than one shipment. This field is not required and is not stored in the database. It displays as "Yes" if there are multiple shipments or blank if there are not multiple shipments. This field is not editable.
    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.

    Insert excerpt
    Def - Net Margin Amt.
    Def - Net Margin Amt.
    nopaneltrue

    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.

    Insert excerpt
    Def - Net Margin Pct.
    Def - Net Margin Pct.
    nopaneltrue

    On Hold

    Insert excerpt
    On Hold
    On Hold
    nopaneltrue
     This is required and can be edited from either the 'Hold Code' field on the 'Home' tab of the Sales Transaction Record View or via Mass Update on the Sales Transactions List View.

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

    Insert excerpt
    Def - Hold Code
    Def - Hold Code
    nopaneltrue

    Database Field: ERPx_MFHoldCode.HoldCode

    Other Accrual Amt.

    Insert excerpt
    Def - Other Accrual Amt.
    Def - Other Accrual Amt.
    nopaneltrue
     This displays the total 'Program Amt.' of all line items on the transaction that qualify for one or more related non-freight Accrual programs. This is not required. This is a calculated field and may be edited from the Sales Program Details Record View.

    (lightbulb) 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

    Insert excerpt
    Payment Terms
    Payment Terms

    nopaneltruePO Insert excerptPurchase OrderPurchase Order

    nopaneltrue
    This is not required and can be edited from the '

    Purchase Order

    Payment Terms' field on the '

    Home

    Properties' tab of the Sales

    Order

    Transaction Record View.

    Insert excerpt
    Def -

    Purchase Order

    Payment Terms
    Def -

    Purchase Order

    Payment Terms
    nopaneltrue

    Linked Database Field:

     

    ERPx_SOOrderHeader.

    PurchaseOrderSalesperson - Inside Insert excerptSalesperson - InsideSalesperson - Insidenopaneltrue This is not required and can

    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 '

    Salesperson - Inside Sales' field on the 'Properties' tab of the Sales Order Record View

    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.

    Insert excerpt
    Def -

    Salesperson - Inside

    Product Cost Amt.
    Def -

    Salesperson - Inside

    Product Cost Amt.
    nopaneltrue

    Database Fields: ERPx_SOOrderItem.ItemActualCost, ERPx_

    SPSalesperson.Salespersonname where SalespersonTypeEN = 2, 

    IMLotCostHistory.Cost, ERPx_

    SOOrderHeader

    IMLotBalance.

    InsideSalespersonSKSalesperson - OutsideSalesperson - Outside

    LotSK

    Purchase Order

    Insert excerpt

    Salesperson - Outside

    Purchase Order
    Purchase Order
    nopaneltrue
    This is not required and can be edited from the '

    Salesperson - Outside Sales

    Purchase Order' field on the '

    Properties

    Home' tab of the Sales

    Order

    Transaction Record View.

    Insert excerpt
    Def -

    Salesperson - Outside

    Purchase Order
    Def -

    Salesperson - Outside

    Purchase Order
    nopaneltrue

    Database

    Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1,

    Field: ERPx_SOOrderHeader.

    SalesPersonSKShip ByShip By - Default

    PurchaseOrder

    Rebate Amt.

    Insert excerpt

    Ship By - Default

    Def - Rebate Amt.
    Def - Rebate Amt.
    nopaneltrue

     This is required and can be edited from the 'Default Ship By' field on the 'Home' tab of the Sales Order Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View

     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 Sales Program Details Record View.

    (lightbulb) 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_

    SOOrderHeader.ScheduledShipDateShip City/StateDisplays the destination City, State where the order will be shipped to. This not is

    SPProgramSettlementItem.ComputedAmount

    Salesperson - Inside

    Insert excerpt
    Salesperson - Inside
    Salesperson - Inside
    nopaneltrue
    This is not required and can be edited from the '

    City' and 'State' fields It comes from the 'Ship To

    Salesperson - Inside' field on the 'Properties'

    tab of the Customer Addresses Record View.

    tab of the Sales Transaction Record View.

    Insert excerpt
    Def - Salesperson - Inside
    Def - Salesperson - Inside
    nopaneltrue

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

    Salesperson - Outside

    Insert excerpt
    Salesperson - Outside
    Salesperson - Outside
    nopaneltrue
    This is not required and can be edited from the 'Salesperson - Outside' field on the '

    Home

    Properties' tab of the Sales

    Order

    Transaction Record View.

    Insert excerpt
    Def -

    Address

    Salesperson -

    City

    Outside
    Def -

    Address - Citynopaneltrue Insert excerptDef - Address - StateDef - Address - State

    Salesperson - Outside
    nopaneltrue

    Database Fields: ERPx_

    ARCustomerAddress.City, ERPx_ARCustomerAddress.State

    SPSalesperson.Salespersonname where SalespersonTypeEN = 1ERPx_SOOrderHeader.

    ShipCity, ERPx_SOOrderHeader.ShipStateShip Country Displays the Country the order will be shipped to. This is not

    SalesPersonSK

    Ship By

    Insert excerpt
    Ship By - Default
    Ship By - Default
    nopaneltrue
     This is required and can be edited from the '

    Country

    Ship By' field on the '

    Properties

    Home' tab of

    the Customer Addresses

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

    To

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

    Order Insert excerptDef - Address - CountryDef - Address - Countrynopaneltrue 

    Transaction Record View.



    Database

    Fields: ERPx_ARCustomerAddress.Country,

    Field: ERPx_SOOrderHeader.

    ShipCountry

    ScheduledShipDate

    Ship
    Phone
    City/State

    Displays the

    phone number at the address

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

    not

    required and

    can be edited

    comes from the 'City' and '

    Phone

    State'

    field

    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 View.

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

    Insert excerpt
    Def - Address - City
    Def - Address - City
    nopaneltrue
    Insert excerpt
    Def - Address -

    Phone 1

    State
    Def - Address -

    Phone 1

    State
    nopaneltrue

     

    Database Fields: ERPx_ARCustomerAddress.City, ERPx_ARCustomerAddress

    .Phone1

    .State, ERPx_SOOrderHeader.ShipCityERPx_SOOrderHeader.

    ShipPhone1

    ShipState

    Shipment
    Ship Country 
    Identifies the shipment ID(s) associated with the transaction. If more than one shipment exists, this field will list each shipment in a comma separated list

    Displays the Country the order will be shipped to. This is

    required for the transaction to be saved in a status of 'Shipped' and greater. The shipment ID is auto generated based on a combination of Carrier, Site and Ship By Date and cannot be edited.

    Database Field: ERPx_LMLoadHeader.LoadID

    Shipment Status

    Identifies the status of the shipments associated with the transaction. This is required only if a shipment exists. It can be edited from the 'Load Status' field on the 'Shipments' tab of the Sales Order Record View. If the transaction contains multiple shipments, this field will display as "multiple".

    This field is not in the LV

    Database Field: ERPx_LMLoadHeader.LoadStatusSK

    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.

    Insert excerpt
    Def - Address - Country
    Def - Address - Country
    nopaneltrue
     

    Database Fields: ERPx_ARCustomerAddress.Country, ERPx_SOOrderHeader.ShipCountry

    Ship Phone

    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.

    Insert excerpt
    Def - Address - Phone 1
    Def - Address - Phone 1
    nopaneltrue
     

    Database Fields: ERPx_ARCustomerAddress.Phone1, ERPx_SOOrderHeader.ShipPhone1

    ShippedIdentifies the date the shipment left the site, formatted from the users 'Date Format' preference. This field is required for the transaction to be saved in a status of 'Shipped' or greater. It can be edited from the '
    Shipped
    Actual Ship' field on the '
    Shipments
    Home' tab of the Sales
    Order
    Transaction Record View
    . If the transaction contains multiple shipments, this field will display the latest 'Shipped' date
    .

    Database Fields: ERPx_LMLoadHeader.ActualShipDate, ERPx_SOOrderHeader.ActualShipDate

    Site

    Insert excerpt
    Site ID
    Site ID
    nopaneltrue

     

    This is required

    and can be edited from the 'Site ID' field on the 'Properties' tab of the Site Record View. It comes

    and can be edited from the '

    Default

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

    Order

    Transactions Record View.

    Insert excerpt
    Def - Site
    Def - Site
    nopaneltrue

    Database Fields: ERPx_MFSite.SiteID, ERPx_SOOrderHeader.SiteSK

    Site Name

    Insert excerpt
    Site Name
    Site Name
    nopaneltrue
    This is required and can be edited

    from the 'Site Name' field on the 'Properties' tab of the Site Record View. It comes

    from the '

    Default

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

    Order

    Transactions Record View.

    Insert excerpt
    Def - Site
    Def - Site
    nopaneltrue

    Database Fields: ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK

    Status

    Insert excerpt
    Status
    Status
    nopaneltrue
     This is required and can be edited from the 'Status' on the 'Home' tab of the Sales

    Order

    Transaction Record View.

    Insert excerpt
    Def - Status
    Def - Status
    nopaneltrue
     The Statuses that apply to transactions in this List View include:

    Insert excerpt
    Def - Status - New
    Def - Status - New
    nopaneltrue

    Insert excerpt
    Def - Status - Released
    Def - Status - Released
    nopaneltrue

    Insert excerpt
    Def - Status - Shipped
    Def - Status - Shipped
    nopaneltrue

    Insert excerpt
    Def - Status - Approved
    Def - Status -

    Released

    Approved
    nopaneltrue

    Insert excerpt
    Def - Status -

    Shipped

    Ready to Post
    Def - Status -

    ShippedDef - Status - Approved

    Ready to Post
    nopaneltrue

    Database Fields: ERPx_SOOrderStatus.OrderStatusName, ERPx_SOOrderHeader.OrderStatusSK

    Trans Class

    Insert excerpt

    Def - Status - Approved

    Transaction Class
    Transaction Class
    nopaneltrue
     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. 

    Insert excerpt
    Def -

    Status - Ready to Post

    Transaction Class - General
    Def -

    Status - Ready to Post

    Transaction Class - General
    nopaneltrue

    Database

    Fields: ERPx_SOOrderStatus.OrderStatusName, 

    Field:ERPx_

    SOOrderHeader.OrderStatusSKSub Item 

    Identifies if one or more of the items on the transaction is a substitute item. This is not required and can be edited by clicking the Substitution button on the Sales Order Record View and adding substitution items for the ordered item on the Sales Order Item Substitution Record View. This field is not stored in the database.

    How is it identified?

    Trans Class

    SOOrderTypeDocument.DocumentID

    Trans Date

    Insert excerpt
    Doc Date
    Doc Date
    nopaneltrue
    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

    Trans Type

    Insert excerpt
    Transaction Type
    Transaction Type
    nopaneltrue
     This is required. It is a system assigned value and is not editable. The transaction types are: Quote, Order, Return and Price Adjustment.

    Insert excerpt
    Def - Transaction Types
    Def - Transaction Types
    nopaneltrue

    Database Field: ERPx_SOOrderType.OrderTypeName

    Transaction 

    Insert excerpt
    Transaction

    Class

    ID
    Transaction

    Class

    ID
    nopaneltrue
     Clicking on the link opens the corresponding transaction record view.  This is required

    and comes from the 'Transaction Class' value selected by the user on the Select Ship-To page when the sales order or sales quote was created. It

    , is a system assigned value and is not editable.

     


    Insert excerpt
    Def - Transaction ID - Sales
    Def - Transaction

    Class - GeneralDef - Transaction Class - Generalnopaneltrue

    ID - Sales
    nopaneltrue

    Database Field: ERPx_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 View.

    Database Field: ERPx_

    SOOrderType

    SOOrderHeader.

    DocumentIDTrans Date Insert excerptDoc DateDoc Datenopaneltrue 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 Order

    AllocatedUnits

    Units - Ord.

    Identifies the sum of all the Line Items Ordered 'Units', formatted to 2 decimal places. This is a calculated field and can only be edited by changing the quantity of Ordered 'Units' on one or more line items on the Sales Transaction Record View.

    Database Field: ERPx_SOOrderHeader.

    OrderDate Insert excerptDef - Transaction TypesDef - Transaction Typesnopaneltrue

    Database Field: ERPx_ARTransactionType.TransactionName

    Transaction  Insert excerptTransaction IDTransaction IDnopaneltrue Clicking on the link opens the corresponding transaction record view.  This is required, is a system assigned value and is not editable.
    Insert excerptDef - Transaction ID - SalesDef - Transaction ID - SalesnopaneltrueDatabase Field: ERPx_SOOrderHeader.OrderID

    OrderedUnits

    Trans Type Insert excerptTransaction TypeTransaction Typenopaneltrue This is required. It is a system assigned value and is not editable. The transaction types are: Quote, Order, Return and Price Adjustment.
    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 View.

    Database Field: ERPx_SOOrderHeader.AllocatedWeight

    Weight - Ord.

    Identifies the sum of all the Line Items Ordered 'Weight', formatted to 2 decimal places. This is a calculated field and can only be edited by changing the quantity of Ordered 'Weight' on one or more line items on the Sales Transaction Record View.

    Database Field: ERPx_SOOrderHeader.OrderedWeight

    Workflow Name

    Insert excerpt
    Workflow Name
    Workflow Name
    nopaneltrue
    This is not required. It

    an

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

    Sales Order

    Sales Transaction Record View.

    Insert excerpt
    Def - Workflow
    Def - Workflow
    nopaneltrue

    Database Fields: ERPx_MFWorkflow.WorkflowName, ERPx_SOOrderHeader.WorkflowSK

    Related Topics

    User Guide: Sales Order

    ...