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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

...

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

Toolbar IconsDescription
Column Filter Show/Hide
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Column Filter Show/Hide - Global
Column Filter Show/Hide - Global
nopaneltrue
Delete
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Delete - LV 3.0
Delete - LV 3.0
nopaneltrue
Excel
Insert excerpt
Excel - LV 3.0
Excel - LV 3.0
nopaneltrue
Favorites
Insert excerpt
Favorites Add/Remove - Global
Favorites Add/Remove - Global
nopaneltrue
Group By Show/Hide
Insert excerpt
Group By Show/Hide - Global
Group By Show/Hide - Global
nopaneltrue
Help
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Help - Global 3.0
Help - Global 3.0
nopaneltrue
Mass Update

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Mass Update - Global 3.0
Mass Update - Global 3.0
nopaneltrue

  • 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

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More Actions - Global 3.0
More Actions - Global 3.0
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  • 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
nopaneltrue

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

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

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Notes - RV Grid 3.0
Notes - RV Grid 3.0
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Def - Notes
Def - Notes
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Print

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Print - LV 3.0
Print - LV 3.0
nopaneltrue

Excel Insert excerptExcel - LV 3.0Excel - LV 3.0nopaneltrueFavorites Insert excerptFavorites Add/Remove - GlobalFavorites Add/Remove - GlobalnopaneltrueGroup By Show/Hide Insert excerptGroup By Show/Hide - GlobalGroup By Show/Hide - GlobalnopaneltrueHelp Insert excerptHelp

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
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Refresh
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Refresh - Global 3.0
Help
Refresh - Global 3.0
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Mass Update
Saved Layouts
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Mass Update - Global
Column Layouts for Framework 3.0
Mass Update
- Global
Column Layouts for Framework 3.0 - Global
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FieldsDescription
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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  • 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, the line item will not be repriced.
New Insert excerptNew - Multi-Select Trans Type - Global 3.0New - Multi-Select Trans Type - Global 3.0nopaneltrue

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 only has more than one Transaction Class is displayed as Transaction Type Name-Transaction Class Name (e.g. Order-Fresh). The base list of Transaction Types includes:

  • Quotes: Each unique Quote Class is displayed. When clicked, the Select Ship-To Record View opens allowing users to select the Customer / Customer Address associated with the quote.
  • Order: Each unique Order Class is displayed. When clicked, the Select Ship-To Record View opens allowing users to select the Customer / Customer Address associated with the order.
  • Return: Opens the Sales Return: Find an Invoice page for users to find a posted invoice and create a Return transaction.
  • Price Adjustment: Opens the Price Adjustment: Find an Invoice page for users to find a posted invoice and create a Price Adjustment transaction.
Notes Insert excerptNotes - RV Grid 3.0Notes - 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, assigned to the Transaction List page, and that the user has rights to are displayed.

Quick Filter Insert excerptQuick FilterQuick FilternopaneltrueRefresh Insert excerptRefresh - Global 3.0Refresh - Global 3.0nopaneltrueSaved Column Layouts Insert excerptColumn Layouts for Framework 3.0 - GlobalColumn Layouts for Framework 3.0 - GlobalnopaneltrueStatus

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

Address ID

Insert excerptAddress IDAddress

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
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Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK

Address Name

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Address Name
Address Name
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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
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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.
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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

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Carrier - Default
Carrier - Default
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This is not required and can be edited from the 'Carrier' field on the 'Home' tab of the Sales Transaction Record View.

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Def - Carrier
Def - Carrier
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Database Fields: ERPx_SOCarrier.CarrierName, ERPx_SOOrderHeader.CarrierSK

Cost Amt.

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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

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Created
Created
nopaneltrue
 This field is required.

Database Field: ERPx_SOOrderHeader.CreatedDate

Created By

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Created By
Created By
nopaneltrue
This field is required.

Database Field: ERPx_SOOrderHeader.CreatedBy

Currency 

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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.

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Def - Currency
Def - Currency
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Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_SOOrderHeader.CurrencySK

Customer ID

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Customer ID
Customer ID
nopaneltrue
This is required and can be edited from the '

Address

Customer ID' field on the 'Properties' tab of

the 

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

Transaction Record View.

Insert excerpt
Def - Customer

Address

ID
Def - Customer

Address

ID
nopaneltrue

Database Fields:

 ERPx

ERPx_

ARCustomerAddress

ARCustomer.

AddressID

CustomerID,

ERPx

 ERPx_SOOrderHeader.

AddressSK

CustomerSK

Address
Customer Name

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Address

Customer Name

Address

Customer Name
nopaneltrue
This is required and can be edited from the '

Address

Customer 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

Order

Transaction Record View.

Insert excerpt
Def - Customer Name
Def - Customer Name
nopaneltrue

Database Fields:

 

ERPx_

ARCustomerAddress

ARCustomer.

AddressName

CustomerName,

 ERPx

 ERPx_SOOrderHeader.

AddressSKAlloc. Amount

CustomerSK  

Days OutIdentifies the
sum
number of
all the Line Items allocated extended amount, formatted to 2 decimal places. 
days before the order is to be shipped. This is a calculated field
and
that 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.
be either positive or negative. 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

Alloc. 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 Order Record View.

Database Field: ERPx_SOOrderHeader.AllocatedUnits

Alloc. WeightIdentifies 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
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 'Ship By' field on the 'Home' tab of the Sales Transaction Record View. This field is not stored in the database.
Deliver On

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Date - Deliver On (Default)
Date - Deliver On (Default)
nopaneltrue
This is required and can be edited from the 'Deliver On' field on the 'Home' tab of the Sales Transaction Record View.

Database Field: ERPx_SOOrderHeader.

AllocatedWeight

ScheduledDeliveryDate

AmountAmount - Original
Freight Amt.

Insert excerpt

Amount - Original

Def - Freight Amt. (SO)
Def - Freight Amt. (SO)
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

 This is not required. This can be edited by

changing

updating the '

Ord. Units

Freight Rate',

Ord. Weight

'Surcharge %' or '

Price

Other Charges' fields on the Shipment Details Record View or from the Sales

Order

Program Details Record View

or unit/weight allocations. Is this true, or is it based on Status?

Database Fields: ERPx_SOOrderHeader.OrderedAmount, ERPx_SOOrderHeader.AllocatedAmount 

Attention To  Insert excerptAttention ToAttention Tonopaneltrue

for the Freight Accrual Program.

(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

by clicking

from the '

Ship To' address hyperlink

Freight Terms' field on the '

Home

Shipments' tab of the Sales

Order

Transaction Record View.

Insert excerpt
Def - Freight Terms
Def - Freight Terms
nopaneltrue

Database Fields: ERPx_

ARCustomerAddress

SOOrderHeader.

AttentionTo

SOFreightTermsEN,

 ERPx

 ERPx_

SOOrderHeader

SOFreightTerms.

ShipAttentionTo

Description

Brokerage Amt
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 -

Brokerage

Gross Margin Amt.
Def -

Brokerage

Gross Margin Amt.

nopaneltrueCarrier Name Insert excerptCarrier - DefaultCarrier - Default

nopaneltrue

Gross Margin Pct.

Identifies the percentage of profit, using only product costs, on the transaction. This is not required and

can be edited from the 'Default Carrier' field on the 'Home' tab of the Sales Order Record View

not stored in the database. This may be edited by editing any of the fields used in calculating this amount.

Insert excerpt
Def -

Carrier

Gross Margin Pct.
Def -

Carrier

Gross Margin Pct.
nopaneltrue

Database Fields: ERPx_SOCarrier.CarrierName, ERPx_SOOrderHeader.CarrierSK

Created

Last Updated

Insert excerpt

Created

Last Updated

Created

Last Updated
nopaneltrue

 This

This field is required.

Database Field:

 ERPx

 ERPx_SOOrderHeader.

CreatedDate

LastUpdated

Created
Last Updated By

Insert excerpt

Created

Last Updated By

Created

Last Updated By
nopaneltrue
This field is required.

Database Field:

 ERPx

 ERPx_SOOrderHeader.

CreatedBy

LastUser

Currency  Insert excerptCurrencyCurrencynopaneltrueThis is required and comes from the 'Currency' field in the 'Home' tab of the Sales Order Record ViewCustomer ID
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.
Insert excerptDef - CurrencyDef - Currencynopaneltrue

Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_SOOrderHeader.CurrencySK

Customer ID - Transaction
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

Customer ID - Transaction

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

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 Order Record View

not stored in the database. This may be edited by editing any of the fields used in calculating this amount.

Insert excerpt
Def -

Customer ID

Net Margin Pct.
Def -

Customer IDCustomer Name

Net Margin Pct.
nopaneltrue

Database Fields: ERPx_ARCustomer.CustomerID, ERPx_SOOrderHeader.CustomerSK

Customer Name - Transaction
On Hold

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Customer Name - Transaction

On Hold
On Hold
nopaneltrue

This

 This 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

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

Order Record View

Transactions List View.

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

Insert excerpt
Def -

Customer Name

Hold Code
Def -

Customer Name

Hold Code
nopaneltrue

Database

Fields

Field: 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 [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

Freight Amt. Insert excerptDef - Freight Amt.Def - Freight Amt.nopaneltrueGross Margin Amt. Insert excerptDef - Gross Margin Amt.Def - Gross Margin Amt.nopaneltrueGross Margin Pct

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
nopaneltrue
This is not required and can be edited from the 'Payment Terms' field on the 'Properties' tab of the Sales Transaction Record View.

Insert excerpt
Def -

Gross Margin Pct.

Payment Terms
Def -

Gross Margin Pct.nopaneltrueLast Updated Insert excerptLast UpdatedLast Updated

Payment Terms
nopaneltrue

This field is required.

Linked Database Field:

 

ERPx_SOOrderHeader.

LastUpdatedLast Updated By Insert excerptLast Updated ByLast Updated Bynopaneltrue This field is required.

Database Field: ERPx_SOOrderHeader.LastUser

Multiple ShipmentsNet Margin Amt

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 '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 -

Net Margin

Product Cost Amt.
Def -

Net Margin

Product Cost Amt.
nopaneltrue

Net Margin Pct. Insert excerptDef - Net Margin Pct.Def - Net Margin Pct.nopaneltrueOn HoldOn Hold

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

Purchase Order

Insert excerpt

On Hold

Purchase Order
Purchase Order
nopaneltrue

 This

This is not required and can be edited from

either

the '

Hold Code

Purchase Order' 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

Transaction Record View.

Insert excerpt
Def - Purchase Order
Def - Purchase Order
nopaneltrue

Database Field: ERPx_SOOrderHeader.PurchaseOrder

Rebate Amt.

Insert excerpt
Def -

Hold Code

Rebate Amt.
Def -

Hold Code

Rebate Amt.
nopaneltrue

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 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

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

Other Accrual Amt

 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_SPProgramSettlementItem.ComputedAmount

Salesperson - Inside

Insert excerpt
Salesperson - Inside
Salesperson - Inside
nopaneltrue
This is not required and can be edited from the 'Salesperson - Inside' field on the 'Properties' tab of the Sales Transaction Record View.

Insert excerpt
Def -

Other Accrual Amt.

Salesperson - Inside
Def

- Other Accrual Amt.

- Salesperson - Inside
nopaneltrue

Payment TermsPayment Terms

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

Salesperson - Outside

Insert excerpt

Payment Terms

Salesperson - Outside
Salesperson - Outside
nopaneltrue

Product Cost Amt

This is not required and can be edited from the 'Salesperson - Outside' field on the 'Properties' tab of the Sales Transaction Record View.

Insert excerpt
Def

- Product Cost Amt.

- Salesperson - Outside
Def

- Product Cost Amt.

- Salesperson - Outside
nopaneltrue

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

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

Ship By

Insert excerpt

Purchase OrderPurchase Ordernopaneltrue

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

Order Def - Purchase Ordernopaneltrue

Transaction Record View.

Insert excerptDef - Purchase Order


Database Field: ERPx_SOOrderHeader.

PurchaseOrderSalesperson - Inside Insert excerptSalesperson - InsideSalesperson - Insidenopaneltrue This is not required and can be edited from the 'Salesperson - Inside Sales' field

ScheduledShipDate

Ship City/State

Displays the destination City, State where the order will be shipped to. This not is required and comes from the 'City' and 'State' fields on the 'Properties' tab of

the Sales Order Record View

the Customer Addresses Record View when the transaction was created. Once the transaction is created, this field is not editable.

Insert excerpt
Def -

Salesperson - InsideDef - Salesperson - Insidenopaneltrue

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

Salesperson - Outside Insert excerptSalesperson - OutsideSalesperson - Outsidenopaneltrue This is not required and can be edited from the 'Salesperson - Outside Sales' field on the 'Properties' tab of the Sales Order Record View.

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

Salesperson

Address -

Outside

State
Def -

Salesperson

Address -

Outside

State
nopaneltrue

Database Fields: ERPx_ARCustomerAddress.City, ERPx_ARCustomerAddress.State, ERPx_

SPSalesperson.Salespersonname where SalespersonTypeEN = 1

SOOrderHeader.ShipCityERPx_SOOrderHeader.

SalesPersonSKShip By Insert excerptShip By - Default

ShipState

Ship
By - Defaultnopaneltrue This is required and can be edited from the 'Default Ship By
Country 

Displays the Country the order will be shipped to. This is not required and comes from the 'Country' field on the '

Home

Properties' tab of

the Sales Order Database Field:

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 - Country
Def - Address - Country
nopaneltrue
 

Database Fields: ERPx_ARCustomerAddress.Country, ERPx_SOOrderHeader.

ScheduledShipDate

ShipCountry

Ship
City/State
Phone

Displays the

destination City, State

phone number at the address where the order will be shipped to. This is not

is

required and

can be edited

comes from the '

City' and 'State' fields It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View

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 -

City

Phone 1
Def - Address -

City

Phone 1
nopaneltrue

Insert excerptDef - Address - StateDef - Address - Statenopaneltrue

 

Database Fields: ERPx_ARCustomerAddress.

City, ERPx_ARCustomerAddress.State

Phone1ERPx_SOOrderHeader.

ShipCity, ERPx_SOOrderHeader.ShipStateShip Country Displays the Country the order will be shipped to. This is not required and can be edited from the 'Country' field on the 'Properties' tab of the Customer Addresses Record View. It comes from the 'Ship To

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 'Actual Ship' field on the 'Home' tab of the Sales
Order Insert excerptDef - Address - CountryDef - Address - Countrynopaneltrue 
Transaction Record View.


Database Fields:

ERPx

 ERPx_

ARCustomerAddress

LMLoadHeader.

Country

ActualShipDate,

 ERPx

 ERPx_SOOrderHeader.

ShipCountryShip PhoneDisplays the phone number at the address where the order will be shipped to. This is not

ActualShipDate

Site

Insert excerpt
Site ID
Site ID
nopaneltrue
This is required and can be edited from the '

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

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

Order

Transactions Record View.

Insert excerpt
Def -

Address - Phone 1

Site
Def -

Address - Phone 1

Site
nopaneltrue

 

Database Fields:

ERPx_ARCustomerAddress.Phone1, ERPx_SOOrderHeader.ShipPhone1Shipment

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. 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. This is currently missing in the new List View, need to review to see if was removed for a reason.

Database Field: ERPx_LMLoadHeader.LoadID

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

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

Shipped

Status'

field

on the '

Shipments

Home' tab of the Sales

Order Site Insert excerptSite IDSite IDnopaneltrue This is required and can be edited from the 'Site ID' 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 Record View.
Insert excerptDef - SiteDef - Site

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


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 - Approved
nopaneltrue

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

Database Fields: ERPx_

MFSite

SOOrderStatus.

SiteID

OrderStatusNameERPx_SOOrderHeader.

SiteSK

OrderStatusSK

Site Name
Trans Class

Insert excerpt

Site

Transaction Class

Site

Transaction Class
nopaneltrue
 This is required and

can be edited

comes 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 Record View.

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

Insert excerpt
Def - Transaction Class -

Site

General
Def - Transaction Class -

Site

General
nopaneltrue

Database

Fields

Field:

 

ERPx_

MFSite.SiteName, ERPx_SOOrderHeader.SiteSKStatus

SOOrderTypeDocument.DocumentID

Trans Date

Insert excerpt

Status

Doc Date

Status

Doc Date
nopaneltrue

 This

It is formatted from the users 'Date Format' preference. This is required and can be edited from the '

Status Insert excerptDef - Status - NewDef - Status - Newnopaneltrue Insert excerptDef - Status - ReleasedDef - Status - Releasednopaneltrue

Order Date' field on the 'Home' tab of the Sales

Order Record View.
Insert excerptDef - StatusDef - Statusnopaneltrue The Statuses that apply to transactions in this List View include:

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 -

Status - Shipped

Transaction Types
Def -

Status - Shipped

Transaction Types
nopaneltrue

Insert excerptDef - Status - ApprovedDef - Status - ApprovednopaneltrueDef - Status - Ready to Post

Database Field: ERPx_SOOrderType.OrderTypeName

Transaction 

Insert excerpt

Def - Status - Ready to Post

Transaction ID
Transaction ID
nopaneltrue

Database Fields: ERPx_SOOrderStatus.OrderStatusName, ERPx_SOOrderHeader.OrderStatusSK

Sub. 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 Insert excerptTransaction ClassTransaction Classnopaneltrue 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 excerptDef - Transaction Class - GeneralDef - Transaction Class - Generalnopaneltrue

 Clicking on the link opens the corresponding transaction record view.  This is required, is a system assigned value and is not editable.

Insert excerpt
Def - Transaction ID - Sales
Def - Transaction 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

...