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. 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

...

Image Added

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	Def - Sales Transactions
	Def - Sales Transactions
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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.

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 Icons

Description

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
nopanel	true

Favorites

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	Favorites Add/Remove - Global
	Favorites Add/Remove - Global
nopanel	true

Group By Show/Hide

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	Group By Show/Hide - Global
	Group By Show/Hide - Global
nopanel	true

Help

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	Help - Global 3.0
	Help - Global 3.0
nopanel	true

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
  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

More Actions

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	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
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Quick Filter

Def - Notes
	Def - Notes
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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 NameAddress NamenopaneltrueThis 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
nopanel	true

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.”

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
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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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	Column Layouts for Framework 3.0 - Global
	Column Layouts for Framework 3.0 - Global
nopanel	true

Fields

Description

Checkbox

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	Checkbox
	Checkbox
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Address ID

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	Address ID
	Address ID
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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.

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	Def - Customer Address ID
	Def - Customer Address ID
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Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK

Address Name

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	Address Name
	Address Name
nopanel	true

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

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	Attention To
	Attention To
nopanel	true

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.

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	Def - Brokerage Amt.
	Def - Brokerage Amt.
nopanel	true

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.

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

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	Carrier - Default
	Carrier - Default
nopanel	true

This is not required and can be edited from the 'Carrier' field on the 'Home' tab of the

Sales Order

Sales Transaction Record View.

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	Def - Carrier
	Def - Carrier
nopanel	true

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.

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	Def - Cost Amt. (SO)
	Def - Cost Amt. (SO)
nopanel	true

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.

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

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	Created
	Created
nopanel	true

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

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	Created By
	Created By
nopanel	true

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

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	Currency
	Currency
nopanel	true

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
nopanel	true

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

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	Customer ID
	Customer ID
nopanel	true

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.

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	Def - Customer ID
	Def - Customer ID
nopanel	true

Database Fields: ERPx_ARCustomer.CustomerID, ERPx_SOOrderHeader.CustomerSK

Customer Name

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	Customer Name
	Customer Name
nopanel	true

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.

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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
nopanel	true

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 Out	Identifies 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)
nopanel	true

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)
nopanel	true

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

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
nopanel	true

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.
nopanel	true

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.
nopanel	true

Last Updated

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	Last Updated
	Last Updated
nopanel	true

This field is required.

Database Field: ERPx_SOOrderHeader.LastUpdated

Last Updated By

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	Last Updated By
	Last Updated By
nopanel	true

This field is required.

Database Field: ERPx_SOOrderHeader.LastUser

On Hold

Multiple Shipments

Identifies 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.
nopanel	true

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.
nopanel	true

On Hold

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	On Hold
	On Hold
nopanel	true

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
nopanel	true

Database Field: ERPx_MFHoldCode.HoldCode

Other Accrual Amt.

Insert excerpt

	Def - Other Accrual Amt.
	Def - Other Accrual Amt.
nopanel	true

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.

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


nopanel	true

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
nopanel	true

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.
nopanel	true

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
nopanel	true

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
nopanel	true

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.
nopanel	true

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.

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
nopanel	true

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
nopanel	true

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

Salesperson - Outside

Insert excerpt

	Salesperson - Outside
	Salesperson - Outside
nopanel	true

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
nopanel	true

Database Fields: ERPx_

ARCustomerAddress.City, ERPx_ARCustomerAddress.State

SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPx_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
nopanel	true

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
nopanel	true

Insert excerpt

	Def - Address -

Phone 1

State
	Def - Address -

Phone 1

State
nopanel	true

Database Fields: ERPx_ARCustomerAddress.City, ERPx_ARCustomerAddress

.Phone1

.State, ERPx_SOOrderHeader.ShipCity, ERPx_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
nopanel	true

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
nopanel	true

Database Fields: ERPx_ARCustomerAddress.Phone1, ERPx_SOOrderHeader.ShipPhone1

Shipped

Identifies 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
nopanel	true

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
nopanel	true

Database Fields: ERPx_MFSite.SiteID, ERPx_SOOrderHeader.SiteSK

Site Name

Insert excerpt

	Site Name
	Site Name
nopanel	true

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
nopanel	true

Database Fields: ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK

Status

Insert excerpt

	Status
	Status
nopanel	true

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
nopanel	true

The Statuses that apply to transactions in this List View 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 -

Released

Approved
nopanel	true

Insert excerpt

	Def - Status -

Shipped

Ready to Post
	Def - Status -

ShippedDef - Status - Approved

Ready to Post
nopanel	true

Database Fields: ERPx_SOOrderStatus.OrderStatusName, ERPx_SOOrderHeader.OrderStatusSK

Trans Class

Insert excerpt

Def - Status - Approved

Transaction Class
	Transaction Class
nopanel	true

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
nopanel	true

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
nopanel	true

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
nopanel	true

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
nopanel	true

Database Field: ERPx_SOOrderType.OrderTypeName

Transaction

Insert excerpt

	Transaction

Class

ID
	Transaction

Class

ID
nopanel	true

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
nopanel	true

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
nopanel	true

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
nopanel	true

Database Fields: ERPx_MFWorkflow.WorkflowName, ERPx_SOOrderHeader.WorkflowSK

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Versions Compared

Old Version 51

New Version Current

Key

Page Header

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Related Topics