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Def - Sales Transactions | Def - Sales 
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| Def - Sales Transactions |
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| Def - Sales Transactions |
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This page lists each unique Sales Transaction.
The purpose of this page is to view, add, edit, remove, and post Sales Orders, Returns, Price Adjustments, and Quotes. Additionally, users can Mass Update to apply / remove hold codes, reprice orders and quotes, update sales order attribute values and update the Status/Workflow of multiple transactions at once, as well as allocate order items.
This list view also contains columns for each Attribute that is set up for the 'Sales Order' attribute type. Because these are user defined, they are not included in the default view but can be added a saved column layout.Sales Order attributes are not included in the help documentation.
Software Version: 20212023.0211.19 30 and newer
| Allocate | Opens the Allocate Sales Transaction Item Record View to allocate by Inventory Lot, Warehouse Lot or Item. |
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| Column Filter Show/Hide - Global |
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| Delete - LV 3.0 |
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| Delete - LV 3.0 |
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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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| Favorites Add/Remove - Global |
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| Help - Global 3.0 |
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| Help - Global 3.0 |
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| Mass Update - Global 3.0 |
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- Hold Code: A single-select lookup that defaults to "(No Change)", but also contains a list of all Hold Codes. Assigns the selected Hold Code to selected/filtered transactions when Apply is clicked. The selected Hold Code must match the transaction type, else the message "[Transaction ID]: The Hold Code did not match the transaction type and could not be applied." will be displayed on Save.
- Sales Order Attributes: All Sales Order attributes
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will be displayed- 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:
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| Def - Status - New |
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| Def - Status - New |
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| Def - Status - Released |
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| Def - Status - Released |
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| Def - Status - Shipped |
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| Def - Status - Shipped |
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| Def - Status - Approved |
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| Def - Status - Approved |
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| Def - Status - Ready to Post |
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| Def - Status - Ready to Post |
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- Workflow: A single-select lookup that defaults to "(No Change
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)". 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- )". 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
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| More Actions - Global 3.0 |
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| More Actions - Global 3.0 |
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- RV: Allocate: Opens the Allocate Sales Transaction Item Record View to allocate by Inventory Lot or Warehouse Lot.
- Copy Order: After selecting an Order and clicking this option a new order is created with all of the same data with the exception of any allocations, Actual Ship date and Invoice details. Note: This option is only available for Order type transactions.
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| New - Multi-Select Trans Type - Global 3.0 |
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Each Transaction Type (Quote, Order, Return, or Price Adjustment) that only has one Transaction Class is displayed as just the Transaction Type Name (e.g. Order). Each Transaction Type that has more than one Transaction Class is displayed as Transaction Type 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.
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| Def - Notes |
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| Def - Notes |
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| Print - LV 3.0 |
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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.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. |
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| Column Layouts for Framework 3.0 - Global |
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| Fields | Description |
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| Checkbox |
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| Checkbox |
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Address ID | | Insert excerpt |
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| Address ID |
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| Address ID |
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This is required and can be edited from the 'Address ID' field on the 'Properties' tab of the Customer Addresses Record View. This is the Address ID of the Ship To Address that was selected. It comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View.
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| Def - Customer Address ID |
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Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK |
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| Address Name |
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| Address Name |
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This is required and can be edited from the 'Address Name' field on the 'Properties' tab of the Customer Addresses Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View.
Database Fields: ERPx_ARCustomerAddress.AddressName, ERPx_SOOrderHeader.AddressSK |
| Amount | Identifies the sum of all the Line Items allocated extended amount, formatted to 2 decimal places. This is a calculated field and can only be edited by changing the unit/weight allocations or by updating the 'Price' field of a line item on the Sales Transaction Record View. It is calculated as ([Allocated Quantity] * [Price]), where [Allocated Quantity] is the Allocated 'Units' when the 'Price UOM' is a Unit UOM and it is the Allocated 'Weight' when the 'Price UOM' is a Weight UOM. Database Field: ERPx_SOOrderHeader.AllocatedAmount |
| Amount - Ord. | Identifies the sum of all the Line Items ordered extended amount, formatted to 2 decimal places. This is a calculated field and can only be edited by changing the unit/weight ordered quantities or by updating the 'Price' field of a line item on the Sales Transaction Record View. It is calculated as [Ordered Quantity] * [Price], where [Ordered Quantity] is the Ordered Units if the 'Price UOM' for the item is a Unit UOM, and Ordered Weight if the 'Price UOM' for the item is a Weight UOM. Database Field: ERPx_SOOrderHeader.OrderedAmount |
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| Attention To |
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| Attention To |
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This is not required and can be edited |
by 'Ship To' address hyperlink 'More Actions' button and choosing 'Change Address' on the 'Home' tab of the Sales Transaction |
Record View Record View while the transaction is in a status less than Approved. Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPx_SOOrderHeader.ShipAttentionTo |
| Brokerage Amt. | | Insert excerpt |
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| Def - Brokerage Amt. |
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| Def - Brokerage Amt. |
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This
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field displays the total 'Program Amt.' of all line items on the transaction that qualify for |
the programone or more related Brokerage programs. This |
field field 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 NameCarrier - Defaultthe Status is less than "Shipped" and Allocated Ext Amount for transactions where the Status is "Shipped" or greater. Database Field: ERPx_SPProgramSettlementItem.ComputedAmount |
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| Carrier - Default |
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| Carrier - Default |
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This is not required and can be edited from the 'Carrier' field on the 'Home' tab of the Sales Transaction Record View.
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| Def - Carrier |
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| Def - Carrier |
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Database Fields: ERPx_SOCarrier.CarrierName, ERPx_SOOrderHeader.CarrierSK |
| Cost Amt. | |
Carrier - Default | | Def - Cost Amt. (SO) | | Def - Cost Amt. (SO) |
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This field displays the total cost of all inventory line items on the transaction. This is not required and can be edited
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from the 'Carrier' field on the 'Home' tab of the Sales Transaction Record View.| Insert excerpt |
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Def - Carrier | Def - Carrier | | nopanel | true |
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Database Fields: ERPx_SOCarrier.CarrierName, ERPx_SOOrderHeader.CarrierSKin 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 |
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| Created |
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| Created |
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This field is required.
Database Field: ERPx_SOOrderHeader.CreatedDate |
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| Created By |
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| Created By |
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This field is required.Database Field: ERPx_SOOrderHeader.CreatedBy |
| Currency | | Insert excerpt |
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| Currency |
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| Currency |
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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 |
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| Def - Currency |
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Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_SOOrderHeader.CurrencySK |
| Customer ID | |
- Transaction - Transaction This is required and can be edited from the 'Customer ID' field on the 'Properties' tab of the Customer Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View. | Insert excerpt |
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| Def - Customer ID |
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Database Fields: ERPx_ARCustomer.CustomerID, ERPx_SOOrderHeader.CustomerSK |
| Customer Name | |
- Transaction - Transaction This is required and can be edited from the 'Customer Name' field on the 'Properties' tab of the Customer Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View.| Insert excerpt |
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Database Fields: ERPx_ARCustomer.CustomerName, ERPx_SOOrderHeader.CustomerSK |
| Days Out | Identifies the number of days before the order is to be shipped. This is a calculated field that can be either positive or negative. It is calculated as [Ship By Date] - [Current Date]. It is a positive number when the 'Ship By' field is in the future and a negative number when the 'Ship By' field is in the past. It is required and can be edited from the 'Ship By' field on the 'Home' tab of the Sales Transaction Record View. This field is not stored in the database. |
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| Date - Deliver On (Default) |
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| Date - Deliver On (Default) |
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Deliver On Date - Default 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 |
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| Def - Freight Amt. (SO) |
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| Def - Freight Amt. (SO) |
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This is not required
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and from the 'Default Deliver On' field on the 'Home' tab of the Sales Transaction Record Viewby 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: |
ERPxScheduledDeliveryDate Amt. total freight amount for all shipments on the transactionFreight Terms assigned to the shipment. This |
field . This by updating Rate, 'Surcharge %' or 'Other Charges' fields on the Shipment Details Record View. This is a calculated field and not stored in the databasefield on the 'Shipments' tab of the Sales Transaction Record View.
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Amt. Amt. 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 Fields: ERPx_SOOrderHeader.SOFreightTermsEN, ERPx_SOFreightTerms.Description |
| Gross 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.
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| Def - Gross Margin Amt. |
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| 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.
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| Def - Gross Margin Pct. |
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| Def - Gross Margin Pct. |
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| Last Updated |
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| Last Updated |
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This field is required.
Database Field: ERPx_SOOrderHeader.LastUpdated |
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| Last Updated By |
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| Last Updated By |
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This field is required.Database Field: ERPx_SOOrderHeader.LastUser |
| Multiple Shipments | Identifies if the transaction has more than one shipment. This field is not required and is not stored in the database. It displays as "Yes" if there are multiple shipments or blank if there are not multiple shipments. This field is not editable. |
| Net Margin Amt. | Identifies the final profit amount on the transaction. This |
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.
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| Def - Net Margin Amt. |
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| Def - Net Margin Amt. |
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| 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.
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| Def - Net Margin Pct. |
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| On Hold |
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| On Hold |
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This is required and can be edited from either the 'Hold Code' field on the 'Home' tab of the Sales Transaction Record View or via Mass Update on the Sales Transactions List View.
A transaction may be placed on hold by assigning a Hold Code. | Insert excerpt |
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| Def - Hold Code |
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Database Field: ERPx_MFHoldCode.HoldCode |
| Other Accrual Amt. | | Insert excerpt |
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| Def - Other Accrual Amt. |
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| Def - Other Accrual Amt. |
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This
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field displays the total 'Program Amt.' of all line items on the transaction that qualify for |
the programone or more related non-freight Accrual programs. This |
field field 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 |
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| Payment Terms |
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| Payment Terms |
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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 |
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| Def - Payment Terms |
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| Def - Payment Terms |
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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.
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| Def - Product Cost Amt. |
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| Def - Product Cost Amt. |
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Database Fields: ERPx_SOOrderItem.ItemActualCost, ERPx_IMLotCostHistory.Cost |
, ERPx_IMLotBalance.LotSKPurchase OrderPurchase Order, ERPx_IMLotBalance.LotSK
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| Purchase Order | | Insert excerpt |
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| Purchase Order |
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| Purchase Order |
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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 |
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| Def - Purchase Order |
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| Def - Purchase Order |
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Database Field: ERPx_SOOrderHeader.PurchaseOrder |
| Rebate Amt. | |
Purchase Order | | Def - Rebate Amt. | | Def - Rebate Amt. |
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This displays the total 'Program Amt.' of all line items on the transaction that qualify for one or more related Rebate programs. This is not required
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and can . This is a calculated field and may be edited from the |
'Purchase Order' field on the 'Home' tab of the Sales Transaction Record View.| Insert excerpt |
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Database Field: ERPx_SOOrderHeader.PurchaseOrderSales 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 |
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| Salesperson - Inside |
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| Salesperson - Inside |
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This is not required and can be edited from the 'Salesperson - Inside' field on the 'Properties' tab of the Sales Transaction Record View.| Insert excerpt |
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| Def - Salesperson - Inside |
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| Def - Salesperson - Inside |
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Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPx_SOOrderHeader.InsideSalespersonSK |
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| Salesperson - Outside |
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| Salesperson - Outside |
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This is not required and can be edited from the 'Salesperson - Outside' field on the 'Properties' tab of the Sales Transaction Record View.| Insert excerpt |
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| Def - Salesperson - Outside |
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| Def - Salesperson - Outside |
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Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPx_SOOrderHeader.SalesPersonSK |
| Ship By | | Insert excerpt |
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| Ship By - Default |
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| Ship By - Default |
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This is required and can be edited from the 'Ship By' field on the 'Home' tab of the Sales Transaction Record View. It comes from the 'Ship By' field on the 'Home' tab of the Sales 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 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 created, this field is not editable. | Insert excerpt |
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| Def - Address - City |
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| Def - Address - City |
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| Insert excerpt |
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| Def - Address - State |
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| Def - Address - State |
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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 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.
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| Def - Address - Country |
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| Def - Address - Country |
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Database Fields: ERPx_ARCustomerAddress.Country, ERPx_SOOrderHeader.ShipCountry |
| Ship Phone | Displays the phone number at the address where the order will be shipped to. This is not required and comes from the 'Phone' field on the 'Properties' tab of the Customer Addresses Record View when the transaction was created. Once the transaction is created, this field is not editable.
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| Def - Address - Phone 1 |
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| Def - Address - Phone 1 |
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Database Fields: ERPx_ARCustomerAddress.Phone1, ERPx_SOOrderHeader.ShipPhone1 |
| Shipped | Identifies the date the shipment left the site, formatted from the users 'Date Format' preference. This field is required for the transaction to be saved in a status of 'Shipped' or greater. It can be edited from the ' |
Shipped| Actual Ship' field on the ' |
Shipments| Home' tab of the Sales Transaction Record View |
. If the transaction contains multiple shipments, this field will display the latest 'Shipped' date.
Database Fields: ERPx_LMLoadHeader.ActualShipDate, ERPx_SOOrderHeader.ActualShipDate |
| Site | | Insert excerpt |
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| Site ID |
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| Site ID |
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This is required and can be edited from the 'Site' field on the 'Home' tab of the Sales Transactions Record View.
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| Def - Site |
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| Def - Site |
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Database Fields: ERPx_MFSite.SiteID, ERPx_SOOrderHeader.SiteSK |
| Site Name | | Insert excerpt |
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| Site Name |
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| Site Name |
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This is required and can be edited from the 'Site' field on the 'Home' tab of the Sales Transactions Record View.
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| Def - Site |
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| Def - Site |
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Database Fields: ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK |
| Status | This is required and can be edited from the 'Status' on the 'Home' tab of the Sales Transaction Record View.
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| Def - Status |
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| Def - Status |
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The Statuses that apply to transactions in this List View include:
| Insert excerpt |
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| Def - Status - New |
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| Def - Status - New |
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| nopanel | true |
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| Insert excerpt |
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| Def - Status - Released |
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| Def - Status - Released |
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| nopanel | true |
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| Insert excerpt |
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| Def - Status - Shipped |
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| Def - Status - Shipped |
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| nopanel | true |
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| Insert excerpt |
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| Def - Status - Approved |
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| Def - Status - Approved |
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| nopanel | true |
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| Insert excerpt |
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| Def - Status - Ready to Post |
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| Def - Status - Ready to Post |
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| nopanel | true |
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Database Fields: ERPx_SOOrderStatus.OrderStatusName, ERPx_SOOrderHeader.OrderStatusSK |
| Trans Class | | Insert excerpt |
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| Transaction Class |
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| Transaction Class |
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| nopanel | true |
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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 |
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| Def - Transaction Class - General |
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| Def - Transaction Class - General |
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| nopanel | true |
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Database Field: ERPx_SOOrderTypeDocument.DocumentID
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| Trans Date | | Insert excerpt |
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| Doc Date |
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| Doc Date |
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| nopanel | true |
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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 |
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| Transaction Type |
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| Transaction Type |
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| nopanel | true |
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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 |
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| Def - Transaction Types |
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| Def - Transaction Types |
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| nopanel | true |
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Database Field: ERPx_SOOrderType.OrderTypeName
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| Transaction | | Insert excerpt |
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| Transaction ID |
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| Transaction ID |
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| nopanel | true |
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Clicking on the link opens the corresponding transaction record view. This is required, is a system assigned value and is not editable.
| Insert excerpt |
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| Def - Transaction ID - Sales |
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| Def - Transaction ID - Sales |
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| nopanel | true |
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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_SOOrderHeader.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.OrderedUnits |
| 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 |
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| Workflow Name |
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| Workflow Name |
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| nopanel | true |
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This is not required. It |
an can be edited from the 'Workflow' field on the 'Home' tab of the Sales Transaction Record View. | Insert excerpt |
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| Def - Workflow |
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| Def - Workflow |
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| nopanel | true |
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Database Fields: ERPx_MFWorkflow.WorkflowName, ERPx_SOOrderHeader.WorkflowSK |
Related Topics
User Guide: Sales Order
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