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Insert excerptDef - Sales TransactionsDef - Sales TransactionsImage Added

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Def - Sales Transactions
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.

(lightbulb) This list view also contains columns for each Attribute that is set up for the 'Sales Order' attribute type. Because these are user defined, they are not included in the default view but can be added a saved column layout.Sales Order attributes are not included in the help documentation.

Software Version: 20212023.0611.04 30 and newer

Table of Contents
typeflat

Page Header

Toolbar IconsDescription
Allocate
Opens the Allocate Sales Transaction Item Record View to allocate by Inventory Lot, Warehouse Lot or Item.
Column Filter Show/Hide
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Column Filter Show/Hide - Global
Column Filter Show/Hide - Global
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Delete
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Delete - LV 3.0
Delete - LV 3.0
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Excel
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Excel - LV 3.0
Excel - LV 3.0
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Favorites
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Favorites Add/Remove - Global
Favorites Add/Remove - Global
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Group By Show/Hide
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Group By Show/Hide - Global
Group By Show/Hide - Global
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Help
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Help - Global 3.0
Help - Global 3.0
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Mass Update

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Mass Update - Global 3.0
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
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:

    • Insert excerpt
      Def - Status - New
      Def - Status - New
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    • Insert excerpt
      Def - Status - Released
      Def - Status - Released
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    • Insert excerpt
      Def - Status - Shipped
      Def - Status - Shipped
      nopaneltrue

    • Insert excerpt
      Def - Status - Approved
      Def - Status - Approved
      nopaneltrue

    • Insert excerpt
      Def - Status - Ready to Post
      Def - Status - Ready to Post
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  • Workflow: A single-select lookup that defaults to "(No Change)". Assigns the selected Workflow Step to selected/
filtered transactions when Apply is clicked. Options include:
  • (Next Step)
    • All Sales Order Workflow Steps set up on the Sales: Configuration - Workflow Record View
    • filtered transactions when Apply is clicked. Options include:
      • (Next Step)
      • All Sales Order Workflow Steps set up on the Sales: Configuration - Workflow Record View
    More Actions

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    More Actions - Global 3.0
    More Actions - Global 3.0
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    • RV: Allocate: Opens the Allocate Sales Transaction Item Record View to allocate by Inventory Lot or Warehouse Lot.
    • Copy Order: After selecting an Order and clicking this option a new order is created with all of the same data with the exception of any allocations, Actual Ship date and Invoice details.  Note: This option is only available for Order type transactions.
    New

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    New - Multi-Select Trans Type - Global 3.0
    New - Multi-Select Trans Type - Global 3.0
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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.
    Notes

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

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    Print - LV 3.0
    Print - LV 3.0
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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.”

    (lightbulb) Filtered transaction(s) that are on Hold with a hold code set to disable printing will not print anything, but any filtered records not on hold, or printing is enabled while on hold will print as expected. 

    Quick Column Filter
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    Quick Column Filter
    Quick Column Filter
    nopaneltrue
    Refresh
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    Refresh - Global 3.0
    Refresh - Global 3.0
    nopaneltrue
    Saved Layouts
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    Column Layouts for Framework 3.0 - Global
    Column Layouts for Framework 3.0 - Global
    nopaneltrue
    FieldsDescription
    Checkbox
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    Checkbox
    Checkbox
    nopaneltrue

    Address ID

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    Address ID
    Address ID
    nopaneltrue
    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
    Def - Customer Address ID
    nopaneltrue

    Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK

    Address Name

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    Address Name
    Address Name
    nopaneltrue
    This is required and can be edited from the 'Address Name' field on the 'Properties' tab of the Customer Addresses Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View.

    Database Fields: ERPx_ARCustomerAddress.AddressName, ERPx_SOOrderHeader.AddressSK

    Amount

    Identifies the sum of all the Line Items allocated extended amount, formatted to 2 decimal places. This is a calculated field and can only be edited by changing the unit/weight allocations or by updating the 'Price' field of a line item on the Sales Transaction Record View.

    It is calculated as ([Allocated Quantity] * [Price]), where [Allocated Quantity] is the Allocated 'Units' when the 'Price UOM' is a Unit UOM and it is the Allocated 'Weight' when the 'Price UOM' is a Weight UOM.

    Database Field: ERPx_SOOrderHeader.AllocatedAmount

    Amount - Ord.

    Identifies the sum of all the Line Items ordered extended amount, formatted to 2 decimal places. This is a calculated field and can only be edited by changing the unit/weight ordered quantities or by updating the 'Price' field of a line item on the Sales Transaction Record View.

    It is calculated as [Ordered Quantity] * [Price], where [Ordered Quantity] is the Ordered Units if the 'Price UOM' for the item is a Unit UOM, and Ordered Weight if the 'Price UOM' for the item is a Weight UOM.

    Database Field: ERPx_SOOrderHeader.OrderedAmount

    Attention To 

     

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    Attention To
    Attention To
    nopaneltrue
    This is not required and can be edited

    by

    by clicking the

    'Ship To' address hyperlink

    'More Actions' button and choosing 'Change Address' on the 'Home' tab of the Sales Transaction Record View while the transaction is in a status less than Approved.

    Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPx_SOOrderHeader.ShipAttentionTo

    Brokerage Amt.

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    Def - Under Development

    Def -

    Under Developmentnopaneltrue Insert excerptDef -

    Brokerage Amt.
    Def - Brokerage Amt.
    nopaneltrue
    This

    field

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

    the program

    one or more related Brokerage programs. This

    field

    is not required. This

    field

    is a calculated field and may be edited from the Sales Program Details Record View.

    (lightbulb) This field uses the Ordered Ext Amount for transactions where the Status is less than "Shipped" and Allocated Ext Amount for transactions where the Status is "Shipped" or greater.

    Database Field: ERPx_SPProgramSettlementItem

    .ComputedAmountCarrier NameCarrier - Default

    .ComputedAmount

    Carrier Name

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

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

    Cost Amt.

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    Carrier - Default

    Def - Cost Amt. (SO)
    Def - Cost Amt. (SO)
    nopaneltrue
    This field displays the total cost of all inventory line items on the transaction. This is not required and can be edited

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

    in the Update Costs inquiry.

    (lightbulb) This field uses the last applicable cost for unallocated line items and the Actual or Market Cost for allocated items.

    Database Field: ERPx_SOOrderHeader.ExtendedCostAmount

    Created

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    Created
    Created
    nopaneltrue
     This field is required.

    Database Field: ERPx_SOOrderHeader.CreatedDate

    Created By

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    Created By
    Created By
    nopaneltrue
    This field is required.

    Database Field: ERPx_SOOrderHeader.CreatedBy

    Currency 

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    Currency
    Currency
    nopaneltrue
    This is required and comes from the 'Currency' field in the 'Home' tab of the Sales Transaction Record View. This field is not editable.

    Insert excerpt
    Def - Currency
    Def - Currency
    nopaneltrue

    Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_SOOrderHeader.CurrencySK

    Customer ID

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    Customer ID

    - Transaction

    Customer ID

    - Transaction

    nopaneltrue
    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
    Def - Customer ID
    Def - Customer ID
    nopaneltrue

    Database Fields: ERPx_ARCustomer.CustomerID, ERPx_SOOrderHeader.CustomerSK

    Customer Name

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    Customer Name

    - Transaction

    Customer Name

    - Transaction

    nopaneltrue
    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
    Def - Customer Name
    Def - Customer Name
    nopaneltrue

    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 [Ship By Date] - [Current Date]. It is a positive number when the 'Ship By' field is in the future and a negative number when the 'Ship By' field is in the past. It is required and can be edited from the 'Ship By' field on the 'Home' tab of the Sales Transaction Record View. This field is not stored in the database.
    Deliver On

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    Date - Deliver On (Default)
    Date -

    Default

    Deliver On

    Date -

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

    Database Field: ERPx_SOOrderHeader.ScheduledDeliveryDate

    Freight Amt.

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    Def -

    Under Development

    Freight Amt. (SO)
    Def -

    Under Development

    Freight Amt. (SO)
    nopaneltrue

    Identifies the total freight amount for all shipments on the transaction. This field

     This is not required. This can be edited by updating the 'Freight Rate', 'Surcharge %' or 'Other Charges' fields

    on the Shipment

    on the Shipment Details Record View or from the Sales Program Details Record View

    . This is a calculated field and not stored in the database. Insert excerptDef - Freight Amt.Def - Freight Amt.nopaneltrue

    for the Freight Accrual Program.

    (lightbulb) This field uses the Ordered Ext Amount for calculations on transactions where the Status is less than "Shipped" and the Allocated Ext Amount on transactions where the Status is "Shipped" or

    greater.Gross Margin Amt.

    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 'Freight Terms' field on the 'Shipments' tab of the Sales Transaction Record View.

    Insert excerpt
    Def -

    Under Development

    Freight Terms
    Def -

    Under Development

    Freight Terms
    nopaneltrue

    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.

    Insert excerpt
    Def - Gross Margin Amt.
    Def - Gross Margin Amt.
    nopaneltrue

    Gross Margin Pct.
    excerpt-includeDef - Under Developmentnopaneltrue
    Def - Under Development

    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.

    Insert excerpt
    Def - Gross Margin Pct.
    Def - Gross Margin Pct.
    nopaneltrue

    Last Updated

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    Last Updated
    Last Updated
    nopaneltrue
    This field is required.

    Database Field: ERPx_SOOrderHeader.LastUpdated

    Last Updated By

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    Last Updated By
    Last Updated By
    nopaneltrue
    This field is required.

    Database Field: ERPx_SOOrderHeader.LastUser

    Multiple ShipmentsIdentifies if the transaction has more than one shipment. This field is not required and is not stored in the database. It displays as "Yes" if there are multiple shipments or blank if there are not multiple shipments. This field is not editable
    .Net Margin Amt. Insert excerptDef - Under DevelopmentDef - Under Developmentnopaneltrue
    .
    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.

    Insert excerpt
    Def - Net Margin Amt.
    Def - Net Margin Amt.
    nopaneltrue

    Net Margin Pct.
    Insert excerptDef - Under DevelopmentDef - Under Developmentnopaneltrue

    Identifies the percentage of final profit on the transaction. This

    field

    is not required and not stored in the database. This

    field

    may be edited by editing any of the fields used in calculating this amount.

    Insert excerpt
    Def - Net Margin Pct.
    Def - Net Margin Pct.
    nopaneltrue

    On Hold

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    On Hold
    On Hold
    nopaneltrue
     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
    Def - Hold Code
    Def - Hold Code
    nopaneltrue

    Database Field: ERPx_MFHoldCode.HoldCode

    Other Accrual Amt.
    Insert excerptDef - Under DevelopmentDef - Under Developmentnopanel
    true

    Insert excerpt
    Def - Other Accrual Amt.
    Def - Other Accrual Amt.
    nopaneltrue
     This

    field

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

    the program

    one or more related non-freight Accrual programs. This

    field

    is not required. This

    field

    is a calculated field and may be edited from the Sales Program Details Record View.

    (lightbulb) This field uses the Ordered Ext Amount for calculations on transactions where the Status is less than "Shipped" and the Allocated Ext Amount on transactions where the Status is "Shipped" or greater.

    Database Field: ERPx_SPProgramSettlementItem.ComputedAmount

    Payment Terms

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

    Insert excerpt
    Def - Payment Terms
    Def - Payment Terms
    nopaneltrue

    Linked Database Field: ERPx_SOOrderHeader.

    PaymentTermsSKProduct Cost Amt. Insert excerptDef - Under DevelopmentDef - Under Developmentnopaneltrue

    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 - Product Cost Amt.
    Def - Product Cost Amt.
    nopaneltrue

    Database Fields: ERPx_SOOrderItem.ItemActualCost, ERPx

    _IMLotCostHistory.Cost, ERPx_IMLotBalance.LotSK
    Purchase OrderPurchase Order

    _IMLotCostHistory.Cost, ERPx_IMLotBalance.LotSK

    Purchase Order

    Insert excerpt
    Purchase Order
    Purchase Order
    nopaneltrue
    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 - Purchase Order
    Def - Purchase Order
    nopaneltrue

    Database Field: ERPx_SOOrderHeader.PurchaseOrder

    Rebate Amt.

    Insert excerpt

    Purchase Order

    Def - Rebate Amt.
    Def - Rebate Amt.
    nopaneltrue
     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

    Transaction

    Program Details Record View.

    Insert excerptDef - Purchase OrderDef - Purchase OrdernopaneltrueDatabase Field: ERPx_SOOrderHeader.PurchaseOrder

    (lightbulb) This field uses the Ordered Ext Amount for transactions where the Status is less than "Shipped" and Allocated Ext Amount for transactions where the Status is "Shipped" or greater.

    Database Field: ERPx_SPProgramSettlementItem.ComputedAmount

    Salesperson - Inside

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

    Insert excerpt
    Def - Salesperson - Inside
    Def - Salesperson - Inside
    nopaneltrue

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

    Salesperson - Outside

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

    Insert excerpt
    Def - Salesperson - Outside
    Def - Salesperson - Outside
    nopaneltrue

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

    Ship By

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

    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.

    Insert excerpt
    Def - Address - Country
    Def - Address - Country
    nopaneltrue
     

    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.

    Insert excerpt
    Def - Address - Phone 1
    Def - Address - Phone 1
    nopaneltrue
     

    Database Fields: ERPx_ARCustomerAddress.Phone1, ERPx_SOOrderHeader.ShipPhone1

    ShippedIdentifies the date the shipment left the site, formatted from the users 'Date Format' preference. This field is required for the transaction to be saved in a status of 'Shipped' or greater. It can be edited from the 'Actual Ship' field on the 'Home' tab of the Sales 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

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    Site ID
    Site ID
    nopaneltrue
    This is required and can be edited from the 'Site' field on the 'Home' tab of the Sales Transactions Record View.

    Insert excerpt
    Def - Site
    Def - Site
    nopaneltrue

    Database Fields: ERPx_MFSite.SiteID, ERPx_SOOrderHeader.SiteSK

    Site Name

    Insert excerpt
    Site Name
    Site Name
    nopaneltrue
    This is required and can be edited from the 'Site' field on the 'Home' tab of the Sales Transactions Record View.

    Insert excerpt
    Def - Site
    Def - Site
    nopaneltrue

    Database Fields: ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK

    Status

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

    Insert excerpt
    Def - Status
    Def - Status
    nopaneltrue
     The Statuses that apply to transactions in this List View include:

    Insert excerpt
    Def - Status - New
    Def - Status - New
    nopaneltrue

    Insert excerpt
    Def - Status - Released
    Def - Status - Released
    nopaneltrue

    Insert excerpt
    Def - Status - Shipped
    Def - Status - Shipped
    nopaneltrue

    Insert excerpt
    Def - Status - Approved
    Def - Status - Approved
    nopaneltrue

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

    Database Fields: ERPx_SOOrderStatus.OrderStatusName, ERPx_SOOrderHeader.OrderStatusSK

    Trans Class

    Insert excerpt
    Transaction Class
    Transaction Class
    nopaneltrue
     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 - Transaction Class - General
    Def - Transaction Class - General
    nopaneltrue

    Database Field: ERPx_SOOrderTypeDocument.DocumentID

    Trans Date

    Insert excerpt
    Doc Date
    Doc Date
    nopaneltrue
    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
    Transaction Type
    Transaction Type
    nopaneltrue
     This is required. It is a system assigned value and is not editable. The transaction types are: Quote, Order, Return and Price Adjustment.

    Insert excerpt
    Def - Transaction Types
    Def - Transaction Types
    nopaneltrue

    Database Field: ERPx_SOOrderType.OrderTypeName

    Transaction 

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

    Insert excerpt
    Def - Transaction ID - Sales
    Def - Transaction ID - Sales
    nopaneltrue

    Database Field: ERPx_SOOrderHeader.OrderID

    Units

    Identifies the sum of all the Line Items allocated 'Units', formatted to 2 decimal places. This is a calculated field and can only be edited by changing the quantity of allocated 'Units' on one or more line items on the Sales Transaction Record View.

    Database Field: ERPx_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
    Workflow Name
    Workflow Name
    nopaneltrue
    This is not required. It

    an

    can be edited from the 'Workflow' field on the 'Home' tab of the Sales Transaction Record View.

    Insert excerpt
    Def - Workflow
    Def - Workflow
    nopaneltrue

    Database Fields: ERPx_MFWorkflow.WorkflowName, ERPx_SOOrderHeader.WorkflowSK

    Related Topics

    User Guide: Sales Order

    ...