Insert excerptDef - InvoiceDef - Invoicenopaneltrue The purpose of this inquiry is to display sales invoices created from sales transactions. Users may utilize search options to filter the results. From this inquiry, users may open the invoice, corresponding sales transaction or journal details.

Software Version: 2021.xx.xx and newer

Table of Contents

type	flat

Page Header

Search

...

Search Options

...

Description

...

Insert excerpt

	Def - Invoice
	Def - Invoice
nopanel	true

The purpose of this inquiry is to display sales invoices created from sales transactions. Users may utilize search options to filter the results. From this inquiry, users may open the invoice, corresponding sales transaction or journal details.

Software Version: 2023.11.30 and newer

Table of Contents

type	flat

Page Header

Search

Toolbar IconsDescriptionColumn Filter Show/Hide Insert excerptColumn Filter Show/Hide - GlobalColumn Filter Show/Hide - GlobalnopaneltrueExcel Insert excerptExcel - LV 3.0Excel - LV

Search Options

Description

Auto Hide Filters

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	Auto Hide Filters
	Auto Hide Filters
nopanel	true

Auto Refresh on Open

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	Auto Refresh on Open
	Auto Refresh on Open
nopanel	true

Carrier

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	Inq - Carrier
	Inq - Carrier
nopanel	true

This is a multi-select standard lookup that is not required to return results. It defaults as blank.

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	Def - Carrier
	Def - Carrier
nopanel	true

The lookup contains a list of all 'Active' Carriers.

Customer

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	Inq - Customer
	Inq - Customer
nopanel	true

This is a multi-select standard lookup that is not required to return results. It defaults as blank.

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	Def - Customer
	Def - Customer
nopanel	true

The lookup contains a list of all 'Active' Customers.

Date Range

Used to select the date the transaction was ordered, shipped or invoiced. It is used in conjunction with the Date Type field. This is a date range control that allows users to select a single date or a range of dates, formatted from the users 'Date Format' preference. This is required to return results and defaults with a date range of the past 30 days.

Date Type

Used to select the type of date to search on. It is used in conjunction with the Date Range field. This is a single-select standard lookup that is required to return results. It defaults as "Ordered".

The lookup contains the values "Ordered", "Shipped" and "Invoiced".

Include

Used to specify the whether transactions in a status of "Void" should be included. This is a single-select standard lookup that is not required to return results. It defaults as blank.

The lookup contains an option for "Voids".

Saved Searches

Def - Carrier

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Def - Carrier

Search Options for Framework 3.0 - Global
	Search Options for Framework 3.0 - Global
nopanel	true

The lookup contains a list of all 'Active' Carriers.

CustomerSearch

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Inq

	Search -

Customer

Search Options

Inq

	Search -

CustomerDef - Customernopaneltrue

The lookup contains a list of all 'Active' Customers.

Date Range

Search Options
nopanel	true

This is a multi-select standard lookup that is not required to return results. It defaults as blank.
Insert excerptDef - Customer

Attr: [Attribute Value] (columns are not visible in the grid, but may still be searched on)
Carrier: [Carrier Name] (column is not visible in the grid, but may still be searched on)
Customer: [Customer ID] or [Customer Name]
Invoice: [Invoice]
Item: [Item ID] or [Item Description] (columns are not visible in the grid, but may still be searched on)
Order: [Transaction]
PO: [Purchase Order]
Site: [Site ID] or [Site Name] (columns are not visible in the grid, but may still be searched on)

SiteUsed to select the type of date to search on

Insert excerpt

	Inq -

Transaction Date

Site
	Inq -

Transaction Date

Site
nopanel	true

This is a date range control that allows users to select a single date or a range of dates, formatted from the users 'Date Format' preference. This is required to return results and defaults with a date range of the past 30 days.

Date Type

It displays as [Site ID]: [Site Name]. This is a

single

multi-

select

select standard lookup that is not required to return results. It defaults as

"Ordered".

The lookup contains the values "Ordered", "Shipped" and "Invoiced".

Include

Used to specify the whether transactions in a status of "Void" should be included. This is a single

blank.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

The lookup contains a list of all 'Active' Sites.

Trans Class

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	Inq - Transaction Class
	Inq - Transaction Class
nopanel	true

The values in this lookup are listed alphabetically. If there is more than one Transaction Class for the Transaction Type, then the value in the lookup will display as [Transaction Type] - [Transaction Class]. This is a multi-select standard lookup that is not required to return results. It defaults

as blank.

The lookup contains an option for "Voids".

Saved Search Options Insert excerptSearch Options for Framework 3.0 - GlobalSearch Options for Framework 3.0 - GlobalnopaneltrueSearchSearch - Search Options

as blank.

Insert excerpt

Search - Search Options

Def - Transaction Class - General
	Def - Transaction Class - General
nopanel	true

Attribute Values
Carrier
Customer
Invoice
Item Description
Item ID
Order #
Purchase Order
Site ID
Site Name

Site Insert excerptInq - SiteInq - Sitenopaneltrue It displays as [Site ID]: [Site Name]. This is a multi-select standard lookup that is not required to return results. It defaults as blank.
Insert excerptDef - SiteDef - Sitenopaneltrue

The lookup contains a list of all 'Active' Sites.

Trans Class Insert excerptInq - Transaction ClassInq - Transaction Classnopaneltrue The values in this lookup are listed alphabetically. If there is more than one Transaction Class for the Transaction Type, then the value in the lookup will display as [Transaction Type] - [Transaction Class]. This is a multi-select standard lookup that is not required to return results. It defaults as blank.
Insert excerptDef - Transaction Class - GeneralDef - Transaction Class - Generalnopaneltrue

The lookup contains a list of all 'Active' Transaction Classes, with the exception of Quote type transaction classes.

Page Details

The lookup contains a list of all 'Active' Transaction Classes, with the exception of Quote type transaction classes.

Page Details

Group By Show/Hide - Global

Toolbar Icons

Description

Column Filter Show/Hide

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	Column Filter Show/Hide - Global
	Column Filter Show/Hide - Global
nopanel	true

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

Print

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	Print - LV 3.0
	Print - LV 3.0
nopanel	true

Quick Column Filter

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	Quick Column Filter
	Quick Column Filter
nopanel	true

Refresh

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	Refresh - Global 3.0
	Refresh - Global 3.0
nopanel	true

Saved Layouts

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

Search Options

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	Search Options - Inquiry Grid 3.0
	Search Options - Inquiry Grid 3.0
nopanel	true

View

Favorites Add/Remove - Global

nopanel

true

Group By Show/Hide

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Group By Show/Hide - Global

Insert excerpt

	View - Options in Same Tab 3.0
	View - Options in Same Tab 3.0
nopanel	true

Favorites Insert excerptFavorites Add/Remove - Global

Invoice: Opens the Sales Transaction Record View for the selected invoice.
Transaction: Opens the Sales Transaction Record View for the selected transaction.
Journal Details: Opens the Journal Details Record View to view journal entry details for the selected transaction.

FieldsDescriptionCheckbox

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	Checkbox
	Checkbox
nopanel	true

Help

Address ID

Help - Global 3.0

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Help - Global 3.0

Address ID
	Address ID
nopanel	true

PrintPrint - LV 3.0

This comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View. It is not editable.

Insert excerpt

Print - LV 3.0

Def - Customer Address ID
	Def - Customer Address ID
nopanel	true

Quick Filter

Database Fields: ERPx_ARCustomerAddress.AddressID, ERPh_SOOrderHeader.AddressSK

Address NameQuick Filter

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Quick Filter

Address Name Insert excerptAddress IDAddress IDnopaneltrue This 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 Order Record View.

Database Fields: ERPx_ARCustomerAddress.AddressName, ERPh_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

Attention To Insert excerptAttention ToAttention TonopaneltrueThis is not required and can be edited by clicking the 'Ship To' address hyperlink

Address ID
	Address ID
nopanel	true

Refresh Insert excerptRefresh - Global 3.0Refresh - Global 3.0nopaneltrueSaved Column Layouts Insert excerptColumn Layouts for Framework 3.0 - GlobalColumn Layouts for Framework 3.0 - GlobalnopaneltrueView

Image Removed Displays a drop down menu of options. The list of options includes:

Transaction: Opens the Sales Transaction Record View for the selected transaction.
Journal Details: Opens the Journal Details Record View to view journal entry details for the selected transaction.

FieldsDescriptionCheckbox Insert excerptCheckboxCheckboxnopaneltrue

Address ID

Insert excerptAddress IDAddress IDnopaneltrue This can be edited from the 'Address ID' 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 Record View.
Insert excerptDef - Customer Address IDDef - Customer Address IDnopaneltrue

Database Fields: ERPx_ARCustomerAddress.AddressID, ERPh_SOOrderHeader.AddressSK

This comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View. It is not editable.

Database Fields: ERPx_ARCustomerAddress.AddressName, ERPh_SOOrderHeader.AddressSK

Amount

Identifies the sum of all the Line Items allocated extended amount, formatted to 2 decimal places. This is a calculated field that is not editable.

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: ERPh_SOOrderHeader.AllocatedAmount

Attention To

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	Attention To
	Attention To
nopanel	true

This comes from the 'Ship Attention To' field on the Edit Ship To Address dialog box. It is editable via the More Actions button on the Sales Transaction Record View.

Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPh_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

Cost Amt.

Insert excerpt

	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: ERPh_SOOrderHeader.ExtendedCostAmount

Currency

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	Currency
	Currency
nopanel	true

This comes from the 'Currency' associated with the Customer on the transaction. This field is not editable.

Insert excerpt

	Def - Currency
	Def - Currency
nopanel	true

Database Fields: ERPx_MFCurrency.CurrencyID, ERPh_SOOrderHeader.CurrencySK

Customer ID

Insert excerpt

	Customer ID
	Customer ID
nopanel	true

This comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View. It is not editable.

Insert excerpt

	Def - Customer ID
	Def - Customer ID
nopanel	true

Database Fields: ERPx_ARCustomer.CustomerID, ERPh_SOOrderHeader.CustomerSK

Customer Name

Insert excerpt

	Customer Name
	Customer Name
nopanel	true

This comes from the 'Ship To' field on the 'Home' tab of the Sales

Order

Transaction Record View. It is not editable.

Insert excerpt

	Def - Customer Name
	Def - Customer Name
nopanel	true

Database Fields:

ERPx

ERPx_

ARCustomerAddress

ARCustomer.

AttentionTo

CustomerName,

ERPh

ERPh_SOOrderHeader.

ShipAttentionTo

CustomerSK

Brokerage Freight Amt.

Insert excerpt

	Def -

Brokerage

Freight Amt. (SO)
	Def -

Brokerage

Freight Amt. (SO)
nopanel	true

This field displays the total 'Program Amt.' of all line items on the transaction that qualify for the program. This field

This is not required. This

field is a calculated field and may be edited from

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 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.

where the Status is "Shipped" or greater.

Database Field: ERPh_SOOrderHeader.FreightAccrualAmount

GL Date

Insert excerpt

	GL Date
	GL Date
nopanel	true

This comes from the 'GL Date' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable.

Database Field:

ERPx

ERPh_

SPProgramSettlementItem

SOInvoiceHeader.

ComputedAmount

GLDate

Currency GL Period

Insert excerpt

Currency

	GL Period

Currency

	GL Period
nopanel	true

This comes from the 'CurrencyGL Date' field in on the 'HomeShipments' tab of the Sales Order Transaction Record View. This field is not stored in the database. It is not editable. Insert excerptDef - CurrencyDef - Currencynopaneltrue

Database Fields: ERPx_MFCurrency.CurrencyID, ERPh_SOOrderHeader.CurrencySK

Customer ID
GL Year

Customer ID - Transaction

Insert excerpt

Customer ID - Transaction

GL Year
	GL Year
nopanel	true

This can be edited comes from the 'Customer IDGL Date' field on the 'PropertiesShipments' tab of the Customer Sales Transaction Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View This field is not stored in the database. It is not editable.

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 ID

Gross Margin Amt.
	Def -

Customer ID

Gross Margin Amt.
nopanel	true

Database Fields: ERPx_ARCustomer.CustomerID, ERPh_SOOrderHeader.CustomerSK

Customer NameGross 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

Invoice

Insert excerpt

	Customer Name - Transaction	Customer Name - TransactionInvoice Number
	Invoice Number
nopanel	true

This can be edited comes from the 'Customer NameInvoice #' field on the 'PropertiesShipments' tab of the Customer Sales Transaction Record View. It is not editable.

Database Field: ERPh_SOInvoiceHeader.InvoiceNumber

InvoicedIdentifies the date the shipment containing the item was invoiced, formatted from the users 'Date Format' preference. This comes from the 'Ship ToInvoiced' field on the 'HomeShipments' tab of the Sales Order Record View. Insert excerptDef - Customer NameDef - Customer Namenopaneltrue

Database Fields: ERPx_ARCustomer.CustomerName, ERPh_SOOrderHeader.CustomerSK

Freight Transaction Record View. It is not editable.

Database Field: ERPh_SOInvoiceHeader.InvoiceDate

Net Margin Amt.

Identifies the

total freight amount for all shipments

final profit amount on the transaction. This

field

is not required and not stored in the database. This

can

may be edited by

updating the 'Freight Rate', 'Surcharge %' or 'Other Charges' fields on the Shipment Details Record View. This is a calculated field and not stored in the database

editing any of the fields used in calculating this amount.

Insert excerpt

	Def -

Freight

Net Margin Amt.
	Def -

Freight

Net Margin Amt.
nopanel	true

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.

GL DateGL PeriodGL YearGross Margin Amt.Identifies the profit amount, using only product costs, on the transaction. This field is not required and not stored in the database. This field may be edited by editing any of the fields used in calculating this amount.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

Order #

Identifies the transaction ID of the original posted transaction. It is a system assigned value and is not editable. It will display the source transaction ID on Price Adjustment and Return transactions. It will also display the source transaction ID on Sales Order transactions that were created as a result of approving a Sales Quote transaction. It is not editable.

Insert excerpt

	Def -

Gross Margin Amt.

Transaction Class - General
	Def -

Gross Margin Amt.

Transaction Class - General
nopanel	true

Gross Margin Pct.Identifies the percentage of profit, using only product costs, on the transaction. This field is not required and not stored in the database. This field may be edited by editing any of the fields used in calculating this amount.

Database Field: ERPh_SOOrderHeader.OriginTransID

Order Trans Class

Insert excerpt

	Transaction Class
	Transaction Class
nopanel	true

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

Insert excerpt

	Def -

Gross Margin Pct.

Transaction Class - General
	Def -

Gross Margin Pct.

Transaction Class - General
nopanel	true

Database Field: ERPx_SOOrderTypeDocument.DocumentID

Ordered

Insert excerpt

	Doc Date
	Doc Date
nopanel	true

InvoiceInvoicedNet Margin Amt.Identifies the final profit amount on the transaction. This field is not required and not stored in the database. This field may be edited by editing any of the fields used in calculating this amount

It is formatted from the users 'Date Format' preference. This comes from the 'Order Date' field on the 'Home' tab of the Sales Transaction Record View. It is not editable.

Database Field: ERPh_SOOrderHeader.OrderDate

Other Accrual Amt.

Insert excerpt

	Def -

Net Margin

Other Accrual Amt.
	Def -

Net Margin

Other Accrual Amt.
nopanel	true

Net Margin Pct.

Identifies the percentage of final profit on the transaction. This field is not required and not stored in the database. This field may be edited by editing any of the fields used in calculating this amount.

Insert excerptDef - Net Margin Pct.Def - Net Margin Pct.nopaneltrueOrder #Order Trans ClassOrdered Insert excerptDoc DateDoc Datenopaneltrue It is formatted from the users 'Date Format' preference. This can be edited from the 'Order Date' field on the 'Home' tab of the Sales Order Record View.

Database Field: ERPh_SOOrderHeader.OrderDate

Other Accrual Amt.

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
nopanel	true

This comes from the 'Payment Terms' field on the 'Properties' tab of the Sales Transaction Record View. It is not editable.

Insert excerpt

	Def -

Other Accrual Amt.

Payment Terms
	Def -

Other Accrual Amt.

Payment Terms
nopanel	true

This field displays the total 'Program Amt.' of all line

Linked Database Field: ERPh_SOOrderHeader.PaymentTermsSK

Product Cost Amt.

Identifies the actual cost of all items on the transaction

that qualify for the program

. This field is not required.

This field is a calculated field and

If the item is ordered, but not allocated, this field 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 TermsProduct 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. It the item is allocated, this field may be edited from the 'Actual Cost' assigned on the Inventory Lot.

'Actual Cost' field for the Item in the Item Master File. It the item is allocated; this field may be edited from the 'Actual Cost' assigned on the Inventory Lot.

Insert excerpt

	Def - Product Cost Amt.
	Def - Product Cost Amt.
nopanel	true

Database Fields: ERPh_SOOrderItem.OrderItemActualCost, ERPx_IMLotCostHistory.Cost, ERPx_IMLotBalance.LotSK

Purchase Order

Insert excerpt

	Purchase Order
	Purchase Order
nopanel	true

This comes from the 'Purchase Order' field on the 'Home' tab of the Sales Transaction Record View. It is not editable.

Insert excerpt

	Def -

Product Cost Amt.

Purchase Order
	Def -

Product Cost Amt.

Purchase Order
nopanel	true

Database

Fields

Field:

ERPx

ERPh_

SOOrderItem.ItemActualCost, ERPx_IMLotCostHistory.Cost, ERPx_IMLotBalance.LotSKPurchase Order

SOOrderHeader.PurchaseOrder

Rebate Amt. Insert excerptDef - Purchase OrderDef - Purchase OrdernopaneltrueDatabase Field: ERPh_SOOrderHeader.PurchaseOrder

Insert excerpt

Purchase OrderPurchase Ordernopaneltrue This can be edited from the 'Purchase Order' field on the 'Home' tab of the Sales Order Record View.

Def - Rebate Amt.
	Def - Rebate Amt.
nopanel	true

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_SPProgramSettlementItem.ComputedAmount

Salesperson - Inside

Insert excerpt

	Salesperson - Inside
	Salesperson - Inside
nopanel	true

This

can be edited

comes from the 'Salesperson - Inside Sales' field on the 'Properties' tab of the Sales

Order

Transaction Record View. It is not editable.

Insert excerpt

	Def - Salesperson
	Def - Salesperson
nopanel	true

Insert excerpt

	Def - Salesperson - Inside
	Def - Salesperson - Inside
nopanel	true

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

Salesperson - Outside

Insert excerpt

	Salesperson - Outside
	Salesperson - Outside
nopanel	true

This

can be edited

comes from the 'Salesperson - Outside Sales' field on the 'Properties' tab of the Sales

Order

Transaction Record View. It is not editable.

Insert excerpt

	Def - Salesperson
	Def - Salesperson
nopanel	true

Insert excerpt

	Def - Salesperson - Outside
	Def - Salesperson - Outside
nopanel	true

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

Ship City/State

Displays the destination City and State where the order will be shipped to. This comes from the 'City' and 'State' fields on the 'Properties' tab of the Customer Addresses Record View when the transaction was created. Once the transaction is posted, this field is not editable.

Insert excerpt

	Def - Address - City
	Def - Address - City
nopanel	true

Insert excerpt

	Def - Address - State
	Def - Address - State
nopanel	true

Database Fields: ERPx_ARCustomerAddress.City, ERPx_ARCustomerAddress.State, ERPh_SOOrderHeader.ShipCity, ERPh_SOOrderHeader.ShipState

Ship Country

Displays the Country the order will be shipped to. This comes from the 'Country' field on the 'Properties' tab of the Customer Addresses Record View when the transaction was created. Once the transaction is posted, this field is not editable.

Insert excerpt

	Def - Address - Country
	Def - Address - Country
nopanel	true

Database Fields: ERPx_ARCustomerAddress.Country, ERPh_SOOrderHeader.ShipCountry

Ship Phone

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

Insert excerpt

	Def - Address - Phone 1
	Def - Address - Phone 1
nopanel	true

Database Fields: ERPx_ARCustomerAddress.Phone1, ERPh_SOOrderHeader.ShipPhone1

Status

Insert excerpt

	Status
	Status
nopanel	true

This

is required and can be edited

comes from the 'Status' on the 'Home' tab of the Sales Transaction Record View. It is not editable.

Insert excerpt

	Def - Status
	Def - Status
nopanel	true

The Statuses that apply to transactions in this

List View

Inquiry include:

Insert excerpt

	Def - Status -

Ready to PostDef - Status - Ready to Postnopaneltrue Insert excerptDef - Status -

Posted
	Def - Status - Posted
nopanel	true

Insert excerpt

	Def - Status - Void
	Def - Status - Void
nopanel	true

Database Fields: ERPx_SOOrderStatus.OrderStatusName,

ERPx

ERPh_SOOrderHeader.OrderStatusSK

Trans Class

Insert excerpt

	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 createdassociated with the Invoice, Return and Price Adjustment transaction type. It is not editable.

Insert excerpt

	Def - Transaction Class - General
	Def - Transaction Class - General
nopanel	true

Database Field: ERPx_SOOrderTypeSOOrderTypeDocument.DocumentID

Trans Type

Insert excerpt

	Transaction Type
	Transaction Type
nopanel	true

It

This is a system assigned value and is not editable. The transaction types are:

Quote, Order

Invoice, Return and Price Adjustment.

Insert excerpt

	Def - Transaction Types
	Def - Transaction Types
nopanel	true

Database Field:

ERPx

ERPx_

ARTransactionType

SOOrderType.

TransactionName

OrderTypeName

Transaction

Insert excerpt

	Transaction ID
	Transaction ID
nopanel	true

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

Insert excerpt

	Def - Transaction ID - Sales
	Def - Transaction ID - Sales
nopanel	true

Database Field: ERPh_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 Viewthat is not editable.

Database Field: ERPx ERPh_SOOrderHeader.AllocatedUnits

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 Viewthat is not editable.

Database Field: ERPx ERPh_SOOrderHeader.AllocatedWeight

Version	Old Version 6	New Version Current
Changes made by	Janice Dannenberg	Emma Greenwood
Saved on	May 07, 2021	Dec 04, 2023

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