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Def - Sales Order Ship To | Def - Sales Order Ship To | | nopanel | true |
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The purpose of this page is to select a customer address and enter/select default fields for a sales order transaction. From this record view, users may choose to navigate to the Select Items Record View, allocate from inventory lots using the Find Lots Record View, or go directly to the Sales Order Record View. Per JS, this page will be the same for Sales Quotes. Not sure if we should just update the title?Software Version: 2020.xx.xx and newer
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The purpose of this page is to populate some basic transaction header information and to select the correct Ship-To address. Selecting the Ship-To also assigns the Customer. When this page opens, it displays all the all the active ship to address. From here, users can click on the Find Items, Find Lots, or Go to Order icons.
This record view also contains columns for each Attribute that is set up for the 'Customer Addresses' attribute type. Because these are user defined, they are not included in the default view but can be added a saved column layout.Customer Addresses attributes are not included in the help documentation.
Software Version: 2022.03.18 and newer
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| Find Items | | Insert excerpt |
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| Find Items - RV Grid 3.0 |
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| Find Items - RV Grid 3.0 |
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| Find Items with Balance | | Insert excerpt |
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| Find Items with Balances - RV Grid 3.0 |
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| Find Items with Balances - RV Grid 3.0 |
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| Find Lots | | Insert excerpt |
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| Find Lots - RV Grid 3.0 |
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| Find Lots - RV Grid 3.0 |
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| Go to Order | | Insert excerpt |
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| Go to Order - RV Header 3.0 |
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| Go to Order - RV Header 3.0 |
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| Fields | Description |
| Carrier | | Insert excerpt |
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| Carrier - Default |
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| Carrier - Default |
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This is a single-select standard lookup that is sometimes required. This field is required when the selected transaction class 'Is Carrier Required' property is set to "Yes". If required and no Carrier defaults are assigned, the message "Carrier is required and there is no transaction class or customer address default set." will be displayed on Save. This defaults as "(Use Default)" and is always editable.
If the Carrier is not manually assigned (left as "(Use Default)"), it will be auto-assigned from a default if possible, if not the Carrier will be blank. The defaults are assigned in the following sequence: - From the 'Sales Order Carrier' assigned to the Customer Address
- From the 'Default Carrier' assigned to the Sales Order Transaction Class
- No default exists and the Carrier will be blank
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| Def - Carrier |
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| Def - Carrier |
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This lookup contains a list of all active Carriers. Database Field: ERPx_SOCarrier.CarrierName |
Deliver On | | Insert excerpt |
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| Date - Deliver On (Default) |
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| Date - Deliver On (Default) |
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This is a date picker that is sometimes required. It is required when the selected transaction class 'Require a Deliver On Date' property is set to "Yes". It defaults as blank and is editable if the 'Single Date Management' property on the Order Transaction Class Record View is set to "No". If required and not entered, the message "Deliver On Date is required for orders in the transaction class." will be displayed on Save. If entered it must be on or after the Order Date, else the message "Deliver On Date must be on or after Order Date." will be displayed on Save.
Database Field: ERPx_SOOrderHeader.ScheduledDeliveryDate |
| Freight Terms | Identifies the Freight Terms that will default for all shipments on the transaction. This is a single-select standard lookup that is sometimes required. It is required when the selected transaction class 'Require Freight Terms' property is set to "Yes". If required and no Freight Term defaults are assigned, the message "Freight Terms are required and there is no transaction class or customer address default set." will be displayed on Save. This defaults as "(Use Default)" and is always editable. If the Freight Term is not manually assigned (left as "(Use Default)"), it will be auto-assigned from a default if possible, if not the Freight Terms will be blank. The defaults are assigned in the following sequence: - From the 'Freight Terms' assigned to the Customer Address
- From the 'Default Freight Terms' assigned to the Sales Order Transaction Class
- No default exists and the Freight Terms will be blank
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| Def - Freight Terms |
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| Def - Freight Terms |
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This lookup contains a list of all active Freight Terms. Database Fields: ERPx_SOFreightTerms.Description |
Order Date | | Insert excerpt |
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| Doc Date |
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| Doc Date |
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This is a date picker that is required. It is formatted in the user's 'Date Format' preference. It defaults as the current date and is always editable. If missing, the message "Order Date is required." will be displayed on Save. The Order Date must be on or before the Ship By Date and the Deliver On Date, else the messages "Ship by Date must not be earlier than Order Date." and "Deliver On Date must be on or after Order Date." will be displayed on Save.
Database Field: ERPx_SOOrderHeader.OrderDate |
| Purch. Order | | Insert excerpt |
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| Purchase Order |
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| Purchase Order |
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This is a text box that is not required. It defaults as blank and is always editable. If entered, this field must be <=35 characters and validation will occur to determine whether the same Purchase Order number has been used for the same customer on any non-Void sales transaction (Order, Quote, Price Adjustment or Return). If so, the message "Warning: This Purchase Order has been used on at least one non-Void sales transaction for this Customer." will be displayed when the user clicks the Find Items, Find Lots or Go to Order buttons.
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| Def - Purchase Order |
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| Def - Purchase Order |
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Database Field: ERPx_SOOrderHeader.PurchaseOrder |
| Ship By | | Insert excerpt |
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| Ship By - Default |
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| Ship By - Default |
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This is a date picked that is sometimes required. It is required when the selected transaction class 'Require a Ship By Date' property is set to "Yes". It defaults as blank and is editable if the 'Single Date Management' property on the Order Transaction Class Record View is set to "No". If required and not entered, the message "Ship by Date is required for orders in the transaction class." will be displayed on Save.If entered it must be on or after the Order Date, else the message "Ship by Date must not be earlier than Order Date." will be displayed on Save.
Database Field: ERPx_SOOrderHeader.ScheduledShipDate |
| Ship From Site | Freight Terms | Identifies the freight terms to be defaulted for all shipments on the transaction. This is a single-select standard lookup that is not required. It defaults as blank and is always editable.
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Def - Freight Terms | Def - Freight Terms |
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This lookup contains a list of all active Freight Terms.
Database Field:
Order Date | | Insert excerpt |
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Doc Date | Doc Date | | nopanel | true |
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This is a date picked that is required. It defaults as the current date and is always editable. If missing, the message "Order Date is required." will be displayed on Save. The Order Date must be on or before the Ship By date and the Deliver On date, else the messages "Ship by Date must not be earlier than Order Date." and "Deliver On Date must be on or after Order Date." will be displayed on Save.
Database Field:
Purch. Order | | Insert excerpt |
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| Site Name |
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| Site Name |
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This is a single-select standard lookup that is required. If missing and no defaults are set, the message "Ship From Site is required and there is no transaction class or customer address default set." will be displayed on Save. This defaults as "(Use Default)" and is always editable.
If the Ship From Site is not manually assigned (left as "(Use Default)"), it will be auto-assigned from a default if possible, if not the Ship From Site will be blank. The defaults are assigned in the following sequence: - From the 'Sales Order Site' assigned to the Customer Address
- From the 'Default Ship From Site' assigned to the Sales Order Transaction Class
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| Def - Site |
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| Def - Site |
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Purchase Order | Purchase OrderThis lookup contains a list of all active Carriers.Database Field: | Deliver On | Displays the default date the order will be delivered, formatted from the users 'Date Format' preference. This is a date picker that is not required. It defaults as blank and is always editable. Database Field: |
Sites where the 'Visible to Sales' property is set to "Yes". Database Fields: ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK |
| Transaction | | Insert excerpt |
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| Transaction ID |
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| Transaction ID |
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This is a text box that is required. It defaults with "(Use Next Trans. #)" and is always editable. If missing, the system will auto assign based on how the Transaction Class is configured. Transaction IDs are set as follows for each Transaction Type:- Quotes: From the Order's Transaction Class or from the Quote's Transaction Class.
- Orders: From the Transaction Class
- Price Adjustments: From the Source Order, Price Adjustment Transaction Class or the Source Invoice
- Returns: From the Return Transaction Class or the Source Invoice
When generating a Transaction ID from a Transaction Class it is made up as the 'Document Prefix' + 'Next Document Number'. If the transaction number is manually entered, it must be unique. Else the message "The Transaction ID you are trying to add has already been used. Please check your transaction class setup to make sure the next document number available has not already been used." will be displayed on Save. | Insert excerpt |
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| Def - Transaction ID - Sales |
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| Def - Transaction ID - Sales |
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Database Field: ERPx_SOOrderHeader.OrderID |
| Transaction Class | | Insert excerpt |
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| Transaction Class |
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| Transaction Class |
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This is a text box that is not required. It defaults as blank and single-select standard lookup that is required. If missing, the message "Transaction Class is required." will be displayed on Save. It defaults from the value selected when the New button was clicked from the Sales Transactions List View or the Sales Items List View. It is always editable.
Database Field:
| Ship By | Transaction Class | Ship By DefaultShip By Default| Transaction Class | | nopanel | true |
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This is a date picked that is not required. It defaults as blank and is always editable. If entered it must be on or after the Order Date, else the message "Ship by Date must not be earlier than Order Date." will be displayed on Save.
Database Field: | Ship From Site | | Insert excerpt |
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Site | Site |
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This is a multi-select standard lookup that is not required. It defaults with no sites selected and is always editable.
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Def - Site | Def - Site | | nopanel | true |
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This lookup contains a list of all active Sites where the 'Visible to Sales' property is set to "Yes".
Database Field:
Transaction | | Insert excerpt |
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Transaction ID | Transaction ID | | nopanel | true |
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This is a text box that is required. It defaults with "(Use Next Trans. #)" and is always editable. If missing, the system will auto assign a Transaction Number using the 'Document Prefix' and 'Next Document Number' properties. If the transaction number is manually entered, then it must be unique. Else the message "Transaction Number may not be duplicated." will be displayed on Save.
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Def - Transaction ID - Sales | Def - Transaction ID - Sales | | nopanel | true |
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Database Field:
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Transaction Class | Transaction Class | | nopanel | true |
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This is a single-select standard lookup that is required. If missing, the message "Transaction Class is required." will be displayed on Save. It defaults to the selected transaction when the New button was clicked from the Sales Transactions LV or the Sales Items LV. It is always editablelookup contains a list of all active Transaction Classes where the 'Transaction Type' property is set to "Order" or "Quote".Database Field: ERPx_SOOrderType.DocumentID |
Page Details
Ship To Tab
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| Column Filter Show/Hide | | Insert excerpt |
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| Column Filter Show/Hide - Global |
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| Column Filter Show/Hide - Global |
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| Excel | | Insert excerpt |
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| Excel - LV 3.0 |
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| Excel - LV 3.0 |
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| Group By Show/Hide | | Insert excerpt |
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| Group By Show/Hide - Global |
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| Group By Show/Hide - Global |
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| Help | | Insert excerpt |
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| Help - Global 3.0 |
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| Help - Global 3.0 |
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| More Actions | | Insert excerpt |
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| More Actions - Global 3.0 |
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| More Actions - Global 3.0 |
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- IQ: Sales Item History: Opens the Sales Item History Inquiry in a new tab/window for the selected Customer displaying all Items ordered on posted sales transactions in the past 90 days. If no Customer is selected the inquiry opens filtered to the first customer in the grid.
- RV: Address: Opens the Customer Address Record View for users to view Customer Address details.
- RV: Customer: Opens the Customer Record View for the selected Customer Address.
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| Quick Column Filter |
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| Quick Column Filter |
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| Refresh | | Insert excerpt |
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| Refresh - Global 3.0 |
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| Refresh - Global 3.0 |
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| Saved Layouts | | Insert excerpt |
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| Column Layouts for Framework 3.0 - Global |
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| Column Layouts for Framework 3.0 - Global |
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| Fields | Description |
| Checkbox | | Insert excerpt |
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| Checkbox |
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| Checkbox |
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| Address |
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Column Filter Show/Hide | | Insert excerpt |
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Column Filter Show/Hide - Global | Column Filter Show/Hide - Global | | nopanel | true |
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Excel | | Insert excerpt |
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Excel - LV 3.0 | Excel - LV 3.0 | | nopanel | true |
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Group By Show/Hide | | Insert excerpt |
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Group By Show/Hide - Global | Group By Show/Hide - Global | | nopanel | true |
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Help | | Insert excerpt |
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Help - Global 3.0 | Help - Global 3.0 | | nopanel | true |
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Quick Filter | | Insert excerpt |
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Quick Filter | Quick Filter | | nopanel | true |
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Column Layouts for Framework 3.0 - Global | Column Layouts for Framework 3.0 - Global | | nopanel | true |
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| Fields | Description |
| Address | Displays the value in Address Line 1 of the Ship To Address. This is a non-editable text box that is not required. It defaults from the 'Address 1' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View.
| Displays the first line in the Address where the order will be shipped to. Transaction Class Def - Transaction Class | | nopanel | true |
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This lookup contains a list of all active Transaction Classes where the 'Transaction Type' property is set to "Order" or "Quote??". Database Field: |
Page Details
Ship To Tab
| Address - Address Line 1 | | Def - Address - Address Line 1 |
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Database Field: ERPx_ARCustomerAddress.AddressLine1 |
| Address ID | | Insert excerpt |
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| Address ID |
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| Address ID |
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This is a non-editable text box that is required. It defaults from the 'Address ID' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View.
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| Def - Customer Address ID |
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| Def - Customer Address ID |
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Note: Address Types of "Both" and Shipping" will be included on this page; Address Types of "Inactive" and "Billing" will not be included on this page. Database Field: ERPx_ARCustomerAddress.AddressID |
| Address Name | | Insert excerpt |
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| Address Name |
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| Address Name |
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This is is a non-editable text box that is required. It defaults from the 'Address Name' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View.
Database Field: ERPx_ARCustomerAddress.AddressName |
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| Attention To |
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| Attention To |
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This is a non-editable text box that is not required. It defaults from the 'Address 1Ship Attention To' field on the 'Properties' tab of the Customer Addresses Record ViewEdit Ship To Address dialog box. This field is editable from the Customer Addresses Record View and the Customer Record View.
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Def - Address - Address Line 1 | Def - Address - Address Line 1 | | nopanel | true |
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via the More Actions button on the Sales Transaction Record View.
Database Field: ERPx_ARCustomerAddress.AddressLine1AttentionTo | Address ID |
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| Address ID | Address ID |
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This is Carrier NameIdentifies the Carrier that is assigned to the Ship To Address ID. This is a non-editable text box that is not required. It defaults from the 'Address IDSales Order Carrier' field on the 'Properties' tab of the the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View.
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Def - Customer Address ID | Def - Customer Address ID | | nopanel | true |
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Note: Address Types of "Both" and Shipping" will be included on this page; Address Types of "Inactive" and "Billing" will not be included on this page. Database Field: ERPx_ARCustomerAddress.AddressID | Address Name | | Insert excerpt |
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Address ID | Address ID | | nopanel | true |
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This is editable from the Customer Record View or the Customer Addresses Record View.
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| Def - Carrier |
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| Def - Carrier |
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Database Fields: ERPx_SOCarrier.CarrierName, ERPx_ARCustomerAddress.CarrierSK | | City | Displays the destination City where the order will be shipped. This is a non-editable text box that is not required. It defaults from the 'Address NameCity' field on the 'Properties' tab of the Customer the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View. | Insert excerpt |
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| Def - Address - City |
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| Def - Address - City |
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Database Field: ERPx_ARCustomerAddress.AddressNameCity |
| Attention To Customer ID | Attention To | Attention To | | | Customer ID | | Customer ID |
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This is a non-editable text box that is
| not required. It defaults from the ' | Ship Attention ToCustomer ID' field on the | Edit Ship To Address dialog box'Properties' tab of the Customer Record View. This field is | always | Ship To address hyperlink on the Sales Order Record View. Will there be another place to access this field? Else this field will also be blank since the Sales Order RV is only displayed after this page.
Database Field: ERPx_ARCustomerAddress.AttentionTo
City | Displays the destination City where the order will be shipped to. This from the Customer Record View. | Insert excerpt |
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| Def - Customer ID |
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| Def - Customer ID |
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Database Fields: ERPx_ARCustomer.CustomerID, ERPx_ARCustomerAddress.CustomerSK |
| Customer Name | | Insert excerpt |
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| Customer Name |
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| Customer Name |
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This is a non-editable text box that is not required. It defaults from the 'CityCustomer Name' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View. Address - City Address - City Database FieldFields: ERPx_ARCustomer.CustomerName, ERPx_ARCustomerAddress.CityCustomerSK | Customer |
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| Customer ID - Transaction | Customer ID - Transaction |
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Freight TermsIdentifies the Freight Terms that is assigned to the Ship To Address ID. This is a non-editable text box that is not required. It defaults from the 'Customer IDFreight Terms' field on the 'Properties' tab of the Customer the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and or the Customer Addresses Record View.
Customer ID Customer ID Database Fields: ERPx ERPx_ARCustomerSOFreightTerms.CustomerIDDescription, ERPx_ARCustomerAddress.CustomerSK | Customer Name | | Insert excerpt |
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Customer Name - Transaction | Customer Name - Transaction | | nopanel | true |
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This SOFreightTermsEN | | Site Name | Identifies the name of the Site (Warehouse) that is assigned to the Ship To Address ID. This is a non-editable text box that is not required. It defaults from the 'Customer NameSales Order Site' field on the 'Properties' tab of the Customer the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and or the Customer Addresses Record View.
Customer Name Customer Name Database Fields: ERPx_ARCustomerMFSite.CustomerNameSiteName, ERPxERPx_ARCustomerAddress.CustomerSKSiteSK |
| State | Displays the destination State where the order will be shipped to. This is a non-editable text box that is not required. It defaults from the 'State' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View. | Insert excerpt |
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| Def - Address - State |
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| Def - Address - State |
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Database Field: ERPx_ARCustomerAddress.State |
| Zip | Displays the destination Zip Code where the order will be shipped to. This is a non-editable text box that is not required. It defaults from the 'Zip' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View. | Insert excerpt |
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| Def - Address - Zip |
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| Def - Address - Zip |
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Database Field: ERPx_ARCustomerAddress.Zip |
User Guide: Sales Order