Insert excerptDef - Sales TransactionsDef - Sales TransactionsnopanelImage Added

 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: 20212023.0211.19 30 and newer

Page Header

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Toolbar Icons	Description
Column Filter Show/Hide	Insert excerpt Column Filter Show/Hide - Global Column Filter Show/Hide - Global nopanel true
Delete	Insert excerpt Delete - LV 3.0 Delete - LV 3.0 nopanel true
Excel	Insert excerpt Excel - LV 3.0 Excel - LV 3.0 nopanel true
Favorites	Insert excerpt Favorites Add/Remove - Global Favorites Add/Remove - Global nopanel true
Group By Show/Hide	Insert excerpt Group By Show/Hide - Global Group By Show/Hide - Global nopanel true
Help	Insert excerpt Help - Global 3.0 Help - Global 3.0 nopanel true
Mass Update	Insert excerpt Mass Update - Global 3.0 Mass Update - Global 3.0 nopanel true 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

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 Status 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

Unassigned

to "(No Change)". Assigns the selected Workflow Step to selected/filtered transactions when Apply is clicked. Options include: (Next Step) All Sales Order Workflow Steps set up on the Sales: Configuration - Workflow Record View
More Actions	Insert excerpt More Actions - Global 3.0 More Actions - Global 3.0 nopanel true 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	Insert excerpt New - Multi-Select Trans Type - Global 3.0 New - Multi-Select Trans Type - Global 3.0 nopanel true 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 excerpt Notes - RV Grid 3.0 Notes - RV Grid 3.0 nopanel true   Insert excerpt Def - Notes Def - Notes nopanel true
Print	Insert excerpt Print - LV 3.0 Print - LV 3.0 nopanel true

 

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

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	Insert excerpt Quick Column Filter Quick Column Filter nopanel true
Refresh	Insert excerpt Refresh - Global 3.0 Refresh - Global 3.0 nopanel true
Saved

Column

Layouts	Insert excerpt Column Layouts for Framework 3.0 - Global Column Layouts for Framework 3.0 - Global nopanel true
Fields	Description
Checkbox	Insert excerpt Checkbox Checkbox nopanel true
Address ID	Insert excerpt Address ID Address ID nopanel true 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

Transaction Record View. Insert excerpt Def - Customer Address ID Def - Customer Address ID nopanel true Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK
Address Name	Insert excerpt 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

Order

Transaction Record View. Database Fields: ERPx_ARCustomerAddress.AddressName, ERPx_SOOrderHeader.AddressSK

Alloc.

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

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

Alloc

Amount - Ord.

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

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.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 Insert excerptAmount - OriginalAmount - Originalnopaneltrue 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. 

Database Fields: ERPx_SOOrderHeader.OrderedAmount, ERPx_SOOrderHeader.AllocatedAmount 

Attention To  Insert excerptAttention ToAttention To

ERPx_SOOrderHeader.OrderedAmount
Attention To	Insert excerpt 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.	Insert excerpt 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	Insert excerpt Carrier - Default Carrier - Default nopanel true This is not required and can be edited

by clicking

from the '

Ship To

Carrier'

address hyperlink

field on the 'Home' tab of the

Sales Order

Sales Transaction Record View. Insert excerpt Def - Carrier Def - Carrier nopanel true Database Fields: ERPx_

ARCustomerAddress

SOCarrier.

AttentionTo

CarrierName,

 ERPx

ERPx_SOOrderHeader.

ShipAttentionTo

CarrierSK

Brokerage

Cost Amt.

Insert excerpt Def -

Brokerage

Cost Amt. (SO) Def

- Brokerage Amt.nopaneltrueCarrier Name Insert excerptCarrier - DefaultCarrier - Default

- 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

from the 'Default Carrier' field on the 'Home' tab of the Sales Order Record View.
Insert excerptDef - CarrierDef - CarriernopaneltrueDatabase Fields: ERPx_SOCarrier.CarrierName, ERPx_SOOrderHeader.CarrierSK

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	Insert excerpt Created Created nopanel true  This field is required. Database Field: ERPx_SOOrderHeader.CreatedDate
Created By	Insert excerpt Created By Created By nopanel true This field

is required.Database Field:

is required. Database Field: ERPx_SOOrderHeader.CreatedBy
Currency	Insert excerpt 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 Def - Currency Def - Currency nopanel true Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_SOOrderHeader.

CreatedBy

CurrencySK

Currency 

Customer ID

Insert excerpt

Currency

Customer ID

Currency

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 '

Currency

Ship To' field

in

on the 'Home' tab of the Sales

Order

Transaction Record View

. This field is not editable

. Insert excerpt Def -

Currency

Customer ID Def -

Currency

Customer ID nopanel true Database Fields: ERPx_

MFCurrency

ARCustomer.

CurrencyID

CustomerID, ERPx_SOOrderHeader.

CurrencySK

CustomerSK

Customer

ID

Name	Insert excerpt Customer

ID - Transaction

Name Customer

ID - Transaction

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

ID

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

Transaction Record View. Insert excerpt Def - Customer

ID

Name Def - Customer

ID

Name nopanel true Database Fields: ERPx_ARCustomer.

CustomerID

CustomerName, ERPx_SOOrderHeader.

CustomerSKThis 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

CustomerSK

Customer Name Insert excerptCustomer Name - TransactionCustomer Name - Transactionnopaneltrue

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

Order Deliver On Date - Defaultnopaneltrue This is

Transaction Record View. This field is not stored in the database.
Deliver On	Insert excerpt

Def - Customer NameDef - Customer Namenopaneltrue

Database Fields: ERPx_ARCustomer.CustomerName, ERPx_SOOrderHeader.CustomerSK  

Days OutIdentifies the number of days before the order is to be shipped. This is a calculated field that can be either positive or negative. It is calculated as [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 - Default

Date - Deliver On (Default) Date - Deliver On (Default) nopanel true 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.ScheduledDeliveryDate
Freight Amt.	Insert excerpt 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 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 '

Default Deliver On

Freight Terms' field on the '

Home

Shipments' tab of the Sales

Order

Transaction Record View. Insert excerpt Def - Freight Terms Def - Freight Terms nopanel true Database

Field

Fields:

 ERPx

ERPx_SOOrderHeader

.ScheduledDeliveryDateFreight Amt. Insert excerptDef - Freight Amt.Def - Freight Amt.nopaneltrueGross Margin Amt

.SOFreightTermsEN, ERPx_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 - Gross Margin Amt. Def - Gross Margin Amt. nopanel true
Gross Margin

Pct

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	Insert excerpt Last Updated Last Updated nopanel true This field is required. Database Field: ERPx_SOOrderHeader.LastUpdated
Last Updated By	Insert excerpt Last Updated By Last Updated By nopanel true This field is required. Database Field: ERPx_SOOrderHeader.LastUser
Multiple Shipments

Signifies

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

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	Insert excerpt 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 Order

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

Code nopanel true Database Field: ERPx_MFHoldCode.HoldCode
Other Accrual Amt.	Insert excerpt Def - Other Accrual Amt. Def - Other Accrual Amt. nopanel true

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 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 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 - Payment Terms Def - Payment Terms nopanel true Linked Database Field: ERPx_SOOrderHeader.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 -

Other Accrual

Product Cost Amt. Def -

Other Accrual Amt.nopaneltruePayment TermsPayment Terms

Product Cost Amt. nopanel true Database Fields: ERPx_SOOrderItem.ItemActualCost, ERPx_IMLotCostHistory.Cost, ERPx_IMLotBalance.LotSK
Purchase Order	Insert excerpt

Payment Terms

Purchase Order Purchase Order nopanel true

Product Cost Amt

This is not required and can be edited from the 'Purchase Order' field on the 'Home' tab of the Sales Transaction Record View. Insert excerpt Def -

Product Cost Amt.

Purchase Order Def -

Product Cost Amt.

Purchase Order nopanel true

Purchase OrderPurchase Order

Database Field: ERPx_SOOrderHeader.PurchaseOrder
Rebate Amt.	Insert excerpt

Purchase Order

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

and can

. This is a calculated field and may be edited from the

'Purchase Order' field on the 'Home' tab of the Sales Order Record View. Insert excerptDef - Purchase OrderDef - Purchase OrdernopaneltrueDatabase Field: ERPx_SOOrderHeader.PurchaseOrder

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 is not required and can be edited from the 'Salesperson - Inside

Sales

' field on the 'Properties' tab of the Sales

Order

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

Sales

' field on the 'Properties' tab of the Sales

Order

Transaction Record View. Insert excerpt Def - Salesperson - Outside Def - Salesperson - Outside nopanel true Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPx_SOOrderHeader.SalesPersonSK
Ship By	Insert excerpt Ship By - Default Ship By - Default nopanel true  This is required and can be edited from the '

Default

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

Sales Order

Sales Transaction Record View. It comes from the 'Ship

To

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

Order

Transaction Record View. Database Field: ERPx_SOOrderHeader.ScheduledShipDate
Ship City/State	Displays the destination City, State where the order will be shipped to. This not is required and

can be edited

comes from the 'City' and 'State' 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

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 - State Def - Address - State nopanel true Database Fields: ERPx_ARCustomerAddress.City, ERPx_ARCustomerAddress.State, ERPx_SOOrderHeader.ShipCity, ERPx_SOOrderHeader.ShipState
Ship Country	Displays the Country the order will be shipped to. This is not required and

can be edited It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View

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

can be edited

comes from the 'Phone' 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

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

Shipment

Shipped

Identifies the date 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

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' 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

in a status of 'Shipped' or greater. It can be edited from the 'Actual Ship' field on the 'Home' tab of the Sales Transaction Record View. 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 '

Shipped

Site' field on the '

Shipments

Home' tab of the Sales

Order

Transactions Record View.

If the transaction contains multiple shipments, this field will display the latest 'Shipped' date.

Insert excerpt Def - Site Def - Site nopanel true Database Fields: ERPx_

LMLoadHeader

MFSite.

ActualShipDate

SiteID,

 ERPx

ERPx_SOOrderHeader.

ActualShipDate

SiteSK
Site Name	Insert excerpt Site

ID

Name Site

ID

Name 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

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

ERPx_MFSite.

SiteID

SiteName, ERPx_SOOrderHeader.SiteSK

Site Name

Status

Insert excerpt

Site

Status

Site

Status nopanel true

This

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

Status'

field

on the 'Home' tab of the Sales

Order

Transaction Record View. Insert excerpt Def -

Site

Status Def -

Site

Status nopanel true

Database Fields: ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK

Status Insert excerptStatusStatusnopaneltrue This is required and can be edited from the 'Status' on the 'Home' tab of the Sales Order Record View.

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 - Approved nopanel true Insert excerpt Def - Status - Ready to Post Def - Status - Ready to Post nopanel true

 The Statuses that apply to transactions in this List View include:Def - Status - New

Database Fields: ERPx_SOOrderStatus.OrderStatusName, ERPx_SOOrderHeader.OrderStatusSK
Trans Class	Insert excerpt

Def - Status - New

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

Transaction Class -

Released

General Def -

Status

Transaction Class -

Released

General nopanel true

Insert excerptDef - Status - ShippedDef - Status - ShippednopaneltrueDef - Status - Approved

Database Field: ERPx_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

Def - Status - Approved

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 -

Status - Ready to Post

Transaction Types Def -

Status - Ready to Post

Transaction Types nopanel true Database

Fields: ERPx_SOOrderStatus.OrderStatusName, 

Field: ERPx_

SOOrderHeader.OrderStatusSKSub. Item

Display as 'Yes' 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. 

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

SOOrderType.OrderTypeName
Transaction	Insert excerpt Transaction ID Transaction ID nopanel true  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 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

Related Topics

User Guide: Sales Order

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