Insert excerptDef - Sales ItemsDef - Sales Itemsnopaneltrue

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

Software Version: 2020.xx.xx and newer

Table of Contents

type	flat

Page Header

Search

...

Search Options

...

Description

...

The lookup contains a list of all Carriers.

...

The lookup contains a list of all Item Classes.

...

Customer
Invoice
Purchase Order
Transaction

...

The lookup contains a list of all active Sites.

...

The lookup contains a list of all Transaction Classes.

Page Detail

...

Address

...

Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK

...

Database Fields: ERPx_ARCustomerAddress.AddressName, ERPh_SOOrderHeader.AddressSK

...

Identifies the allocated extended amount of the line item. This can be edited by changing the unit/weight allocations or by updating the 'Price' field of a line item on the Sales Order Record View.

Database Field: ERPh_SOOrderItem.AllocatedAmount

...

Identifies the number of allocated units for the line item, formatted to the Item's 'Unit Decimals'. This can be edited by changing the unit allocation of the line item.

Database Field: ERPh_SOOrderItem.AllocatedUnits

...

Database Field: ERPh_SOOrderItem.AllocatedWeight

...

Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPh_SOOrderHeader.ShipAttentionTo

...

Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPx_IMItem.AttributeClassSK

...

Identifies the Bill of Lading associated with the shipment of the line item. This can be edited from the 'BOL' field on the 'Shipments' tab of the Sales Order Record View.

...

Database Fields: ERPh_SOOrderHeader.BOL, ERPh_LMLoadTransactionItem.BOL

...

Database Fields: ERPx_SOCarrier.CarrierName, ERPh_SOOrderItem.CarrierSK

...

Identifies the name of the user that created the item. It is formatted to be the "logged-in" users [User First Name] + [User Last Name]. This is a system assigned value and is never editable by a user.

Database Field: ERPh_SOOrderItem.CreatedBy

...

Identifies the date the item was created, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user.

Database Field: ERPh_SOOrderItem.CreatedDate

...

Identifies the time the item was created, formatted in 'HH:MM:SS'. This is a system assigned value and is never editable by a user.

Database Field: ERPh_SOOrderItem.CreatedDate

...

Database Fields: ERPx_MFCurrency.CurrencyID, ERPh_SOOrderHeader.CurrencySK

...

Database Fields: ERPx_ARCustomer.CustomerID, ERPh_SOOrderHeader.CustomerSK

...

Database Fields: ERPx_ARCustomer.CustomerName, ERPh_SOOrderHeader.CustomerSK

...

Database Field: ERPh_SOInvoiceHeader.GLDate

...

Insert excerpt

	Def - Sales Items
	Def - Sales Items
nopanel	true

The purpose of this inquiry is to display items on sales transactions that have been posted. Users may utilize search options to filter the results. From this inquiry, users may open the corresponding sales transaction, invoice or shipment detail.

This inquiry also contains columns for each Attribute that is set up for the 'Items', 'Logistics' and 'Sales Order Item' attribute types. Because these are user defined, they are not included in the default view but can be added a saved column layout. Item, Load Management (Logistics) and Sales Order Item attributes are not included in the help documentation.

Software Version: 2023.11.30 and newer

Table of Contents

type	flat

Page Header

Search

Search Options

Description

Carrier

Insert excerpt

	Inq - Carrier
	Inq - Carrier
nopanel	true

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

Insert excerpt

	Def - Carrier
	Def - Carrier
nopanel	true

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

Customer

Insert excerpt

	Inq - Customer
	Inq - Customer
nopanel	true

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

Insert excerpt

	Def - Customer
	Def - Customer
nopanel	true

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

Date Range

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

Date Type

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

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

Include

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

The lookup contains an option for "Voids".

Item

Insert excerpt

	Inq - Item
	Inq - Item
nopanel	true

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

Insert excerpt

	Def - Item
	Def - Item
nopanel	true

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

Item Class

Insert excerpt

	Inq - Item Class
	Inq - Item Class
nopanel	true

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

Insert excerpt

	Def - Item Class
	Def - Item Class
nopanel	true

The lookup contains a list of all 'Active' Item Classes.

Saved Searches

Insert excerpt

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

Search

Insert excerpt

	Search - Search Options
	Search - Search Options
nopanel	true

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

Site

Insert excerpt

	Inq - Site
	Inq - Site
nopanel	true

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

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

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

Trans Class

Insert excerpt

	Inq - Transaction Class
	Inq - Transaction Class
nopanel	true

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

Insert excerpt

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

The lookup contains a list of all 'Active' Transaction Classes.

Page Detail

Identifies the fiscal year based on the GL Date on the shipment. This can be edited from the 'GL Date

Toolbar Icons

Description

Column Filter Show/Hide

Insert excerpt

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

Excel

Insert excerpt

	Excel - LV 3.0
	Excel - LV 3.0
nopanel	true

Favorites

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	Favorites Add/Remove - Global
	Favorites Add/Remove - Global
nopanel	true

Group By Show/Hide

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	Group By Show/Hide - Global
	Group By Show/Hide - Global
nopanel	true

Help

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	Help - Global 3.0
	Help - Global 3.0
nopanel	true

Print

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	Print - LV 3.0
	Print - LV 3.0
nopanel	true

Quick Column Filter

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	Quick Column Filter
	Quick Column Filter
nopanel	true

Refresh

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	Refresh - Global 3.0
	Refresh - Global 3.0
nopanel	true

Saved Layouts

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

Search Options

Insert excerpt

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

View

Insert excerpt

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

Transaction: Opens the Sales Transaction Record View for the selected transaction.
Invoice: Opens the Sales Transaction Record View for the selected invoice.
Shipment Details: Opens the Shipment Details Record View to view freight cost and other freight details for non-logistics shipments for the selected transaction.

Fields

Description

Checkbox

Insert excerpt

	Checkbox
	Checkbox
nopanel	true

Address ID

Insert excerpt

	Address ID
	Address ID
nopanel	true

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

Insert excerpt

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

Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK

Address Name

Insert excerpt

	Address ID
	Address ID
nopanel	true

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

Database Fields: ERPx_ARCustomerAddress.AddressName, ERPh_SOOrderHeader.AddressSK

Amount

Identifies the Line Item's allocated extended amount, formatted to 2 decimal places. This is a calculated field that is not editable.

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

Database Field: ERPh_SOOrderItem.AllocatedAmount

Amount - Ord.

Identifies the Line Item's ordered extended amount, formatted to 2 decimal places. This is a calculated field that is not editable.

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: ERPh_SOOrderItem.OrderedAmount

Attention To

Insert excerpt

	Attention To
	Attention To
nopanel	true

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

Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPh_SOOrderHeader.ShipAttentionTo

BOL

Identifies the Bill of Lading associated with the shipment of the line item. This comes from the 'BOL' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable.

Insert excerpt

	Def - Bill of Lading
	Def - Bill of Lading
nopanel	true

Database Fields: ERPh_SOOrderHeader.BOL, ERPh_LMLoadTransactionItem.BOL

Brokerage Amt.

Insert excerpt

	Def - Brokerage Amt.
	Def - Brokerage Amt.
nopanel	true

This displays the total 'Program Amt.' for all the Brokerage programs associated with the line item. This is not required. This is a calculated field and may be edited from the Sales Program Details Record View.

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

Database Field: ERPx_SPProgramSettlementItem.ComputedAmount

Carrier Name

Insert excerpt

	Carrier - Item
	Carrier - Item
nopanel	true

This comes from the 'Carrier' field of the associated shipment on the 'Shipments' tab of the Sales Transaction Record View. It is not editable.

Insert excerpt

	Def - Carrier
	Def - Carrier
nopanel	true

Database Fields: ERPx_SOCarrier.CarrierName, ERPh_SOOrderItem.CarrierSK

Contract #

Identifies the sales contract the line item is associated with. This comes from the 'Contract' field on the Sales Transaction Record View grid. It is not editable.

Insert excerpt

	Def - Sales Contracts
	Def - Sales Contracts
nopanel	true

Database Fields: ERPx_SCContractHeader.ContractID, ERPh_SOOrderItem.ContractHeaderSK

Cost Amt.

Insert excerpt

	Def - Cost Amt. (SO)
	Def - Cost Amt. (SO)
nopanel	true

This displays the total cost of all Lots associated with the line item. This is not required and can be edited in the Update Costs inquiry.

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

Database Field: ERPh_SOOrderItem.ExtendedCostAmount

Created

Insert excerpt

	Created
	Created
nopanel	true

Database Field: ERPx_SOOrderHeader.CreatedDate

Created By

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	Created By
	Created By
nopanel	true

Database Field: ERPx_SOOrderHeader.CreatedBy

Currency

Insert excerpt

	Currency
	Currency
nopanel	true

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

Insert excerpt

	Def - Currency
	Def - Currency
nopanel	true

Database Fields: ERPx_MFCurrency.CurrencyID, ERPh_SOOrderHeader.CurrencySK

Customer ID

Insert excerpt

	Customer ID
	Customer ID
nopanel	true

This comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View. It can be edited from the 'Customer ID' field on the 'Properties' tab of the Customer Record View.

Insert excerpt

	Def - Customer ID
	Def - Customer ID
nopanel	true

Database Fields: ERPx_ARCustomer.CustomerID, ERPh_SOOrderHeader.CustomerSK

Customer Name

Insert excerpt

	Customer Name
	Customer Name
nopanel	true

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

Insert excerpt

	Def - Customer Name
	Def - Customer Name
nopanel	true

Database Fields: ERPx_ARCustomer.CustomerName, ERPh_SOOrderHeader.CustomerSK

Freight Amt.

Insert excerpt

	Def - Freight Amt. (SO)
	Def - Freight Amt. (SO)
nopanel	true

This displays the total freight amount of the line item. This is not required. This can be edited by updating the 'Freight Rate', 'Surcharge %' or 'Other Charges' fields on the Shipment Details Record View or from the Sales Program Details Record View for the Freight Accrual Program.

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

Database Field: ERPh_SOOrderItem.FreightAccrualAmount

GL Date

Insert excerpt

	GL Date
	GL Date
nopanel	true

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

Database Field: ERPh_SOInvoiceHeader.GLDate

GL Period

Insert excerpt

	GL Period
	GL Period
nopanel	true

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

GL Year

Insert excerpt

	GL Year
	GL Year
nopanel	true

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

Gross Margin Amt.

Identifies the profit amount, using only product costs, for the line item. This is not required and not stored in the database. This may be edited by editing any of the fields used in calculating this amount.

Insert excerpt

	Def - Gross Margin Amt.
	Def - Gross Margin Amt.
nopanel	true

Gross Margin Pct.

Identifies the percentage of profit, using only product costs, for the line item. This is not required and not stored in the database. This may be edited by editing any of the fields used in calculating this amount.

Insert excerpt

	Def - Gross Margin Pct.
	Def - Gross Margin Pct.
nopanel	true

Invoice

Insert excerpt

	Invoice Number
	Invoice Number
nopanel	true

This comes from the 'Invoice #' field for the associated shipment on the 'Shipments' tab of the Sales Transaction Record View. It is not editable.

Database Fields: ERPh_SOInvoiceHeader.InvoiceNumber, ERPh_LMLoadTransaction.InvoiceHeaderSK

Invoice Item: Description

Identifies the Item ID and Sales Invoice Description. This comes from the 'Item ID' and 'Sales Invoice Description' fields on the 'Properties' tab of the Item Record View. It is not editable.

Insert excerpt

	Def - Item ID
	Def - Item ID
nopanel	true

Insert excerpt

	Def - Sales Invoice Description
	Def - Sales Invoice Description
nopanel	true

Database Field: ERPh_SOOrderItem.ItemSalesInvoiceDescription

Invoiced

Identifies the date the shipment containing the item was invoiced, formatted from the users 'Date Format' preference. This comes from the 'Invoiced' field on the 'Shipments' tab of the Sales

Order Record View. This field is not stored in the database.GL Year

Transaction Record View. It is not editable.

Database Field: ERPh_SOInvoiceHeader.InvoiceDate

Item Attribute Class

Insert excerpt

	Item Attribute Class
	Item Attribute Class
nopanel	true

This comes from the 'Item Attribute Class' field on the '

Shipments

Properties' tab of the

Sales Order

Item Record View.

This field

It is not

stored in the database

editable.

Inside Salesperson NameSalesperson - Inside

Insert excerpt

Salesperson - Inside

Def - Attribute Class
	Def - Attribute Class
nopanel	true

Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPx_IMItem.AttributeClassSK

Item Class

Insert excerpt

	Item Class
	Item Class
nopanel	true

This

can be edited

comes from the '

Salesperson - Inside Sales

Item Class' field on the 'Properties' tab of the

Sales Order

Item Record View. It is not editable.

Insert excerpt

	Def -

Salesperson

Item Class
	Def -

Salesperson

Item Class
nopanel	true

excerpt-include

Def - Salesperson - InsideDef - Salesperson - InsidenopaneltrueDatabase Fields

Database Field: ERPx_

SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPh_SOOrderHeader.InsideSalespersonSKInvoiceInvoice Number

IMItem.ItemClass.Description

Item Type

Insert excerpt

Invoice Number

HELP:Item Type: Inventory
	HELP:Item Type: Inventory
nopanel	true

This

can be edited

comes from the '

Invoice #

Item Type' field

for the associated shipment

on the '

Shipments

Properties' tab of the

Sales Order

Item Record View. It is not editable.

Database

Fields

Field:

ERPh

ERPx_

SOInvoiceHeader.InvoiceNumber, ERPh_LMLoadTransaction.InvoiceHeaderSKInvoice

IMItemType.Description

Item: Description

Identifies the Item ID and Sales Invoice Description.This can be edited

Insert excerpt

	Item ID & Item Description
	Item ID & Item Description
nopanel	true

This comes from the 'Item ID' and '

Sales Invoice Def - Sales Invoice Description

Item Description' fields on the 'Properties' tab of the Item Record View. It is not editable.

Insert excerpt

	Def - Item ID
	Def - Item ID
nopanel	true

Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPh_SOOrderItem.OrderItemSK

Last Updated

Insert excerpt

Def - Sales Invoice Description

Last Updated
	Last Updated
nopanel	true

Database Field: ERPx_SOOrderHeader.LastUpdated

Last Updated By

Insert excerpt

	Last Updated By
	Last Updated By
nopanel	true

Database Field:

ERPh

ERPx_

SOOrderItem

SOOrderHeader.

ItemSalesInvoiceDescriptionInvoiced

LastUser
Net Margin Amt.	Identifies the

date the shipment containing the item was invoiced, formatted from the users 'Date Format' preference. This can be edited from the 'Invoiced' field on the 'Shipments' tab of the Sales Order Record View.

Database Field: ERPh_SOInvoiceHeader.InvoiceDate

Item Class Insert excerptItem ClassItem ClassnopaneltrueThis can be edited from the 'Item Class' field on the 'Properties' tab of the Item Record View

final profit amount of the line item. This is not required and not stored in the database. This may be edited by editing any of the fields used in calculating this amount.

Insert excerpt

	Def -

Item Class

Net Margin Amt.
	Def -

Item Class

Net Margin Amt.
nopanel	true

Database Field: ERPx_IMItem.ItemClass.Description

Item Type Insert excerptItem TypeItem Typenopaneltrue This field is not editable once the item has been created.

Database Field: ERPx_IMItemType.Description

Item: Description Insert excerptItem ID & Item DescriptionItem ID & Item DescriptionnopaneltrueThis can be edited from the 'Item ID' and 'Item Description' fields on the 'Properties' tab of the Item Record View

Net Margin Pct.

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

Insert excerpt

	Def - Net Margin Pct.
	Def - Net Margin Pct.
nopanel	true

Other Accrual Amt.

Insert excerpt

	Def -

Item ID

Other Accrual Amt.
	Def -

Item ID

Other Accrual Amt.
nopanel	true

Database Field: ERPx_IMItem.ItemDescription

Last Updated By

Identifies the name of the user that last updated the item. It is formatted to be the "logged-in" users [User First Name] + [User Last Name]. This is a system assigned value and is never editable by a user.

Database Field: ERPh_SOOrderItem.LastUser

Last Updated Date

Identifies the date the item was last updated, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user.

Database Field: ERPh_SOOrderItem.LastUpdated

Last Updated Time

Identifies the time the item was last updated, formatted in 'HH:MM:SS'. This is a system assigned value and is never editable by a user.

Database Field: ERPh_SOOrderItem.LastUpdated

Ord AmountIdentifies the ordered extended amount of the line item. This can be edited by changing the 'Ord. Units', 'Ord. Weight' or 'Price' fields of a line item on the Sales Order Record View.

This displays the total 'Program Amt.' for all the non-freight 'Accrual' programs associated with the line item. This is not required. This is a calculated field and may be edited from the Sales Program Details Record View.

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

Database Field: ERPx_SPProgramSettlementItem.ComputedAmount

Pct. Filled Units

Identifies the percentage of allocated units versus ordered units for the line item. This is a calculated field that is not stored in the database. This field is not editable. It is calculated as [Allocated Unit Quantity] / [Ordered Unit Quantity] * 100.

Pct. Filled Weight

Identifies the percentage of allocated weight versus ordered weight for the line item. This is a calculated field that is not stored in the database. This field is not editable. It is calculated as [Allocated Weight] / [Ordered Weight] * 100.

Price

Insert excerpt

	Price
	Price
nopanel	true

It is formatted to the Item's 'Price Decimals'. It comes from the 'Price' column of the Sales Items List View or the 'Price' field in the Items grid on the Sales Transaction Record View. It is never editable.

Database Field: ERPh_SOOrderItem.

OrderedAmountOrd UnitsIdentifies the number of ordered units for the line item, formatted to the Item's 'Unit Decimals'. This can be edited by changing the 'Ord. Units' column of the Sales Items List View or the 'Ord. Units

ItemPrice

Price UOM

Insert excerpt

	UOM - Price
	UOM - Price
nopanel	true

It comes from the 'Price UOM' field in the Items grid of the Sales

Order

Transaction Record View. It is never editable.

Database Field:

Insert excerpt

	Def - UOM
	Def - UOM
nopanel	true

Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitsUOMSK, ERPx_SOOrderItem.WeightUOMSK, ERPh_SOOrderItem.

OrderedUnitsOrd Weight

Identifies the ordered weight for the line item, formatted to the Item's 'Weight Decimals'. This can be edited by changing the 'Ord. Weight' column on the Sales Items List View or the 'Ord. Weight' field in the Items grid of the Sales Order Record View.

Database Field: ERPh_SOOrderItem.OrderedWeight

Outside Salesperson Name Insert excerptSalesperson - OutsideSalesperson - Outside

UnitsUOMSK, ERPh_SOOrderItem.WeightUOMSK

Production Instructions

Displays the first 100 characters from the line item's 'Production Inst.' note type. This can be edited from the Notes Dialog Box for the associated line item on the Sales Transaction Record View.

Database Field: ERPx_SOOrderItemNote.Note

Purchase Order

Insert excerpt

	Purchase Order
	Purchase Order
nopanel	true

This

can be edited

comes from the '

Salesperson - Outside Sales

Purchase Order' field on the

'Properties' tab of the Sales Order Record View

'Home' tab of the Sales Transaction Record View. It is not editable.

Insert excerpt

	Def - Purchase Order
	Def - Purchase Order
nopanel	true

Database Field: ERPh_SOOrderHeader.PurchaseOrder

Rebate Amt.

Insert excerpt

	Def -

Salesperson

Rebate Amt.
	Def -

Salesperson

Rebate Amt.
nopanel	true

Insert excerptDef - Salesperson - OutsideDef - Salesperson - Outsidenopaneltrue

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

Price Insert excerptPricePricenopaneltrue It is formatted to the Item's 'Price Decimals'. It can be edited from the 'Price' column of the Sales Items List View or the 'Price' field in the Items grid on the Sales Order Record View.

Database Field: ERPh_SOOrderItem.ItemPrice

Price UOM Insert excerptUOM - PriceUOM - Pricenopaneltrue It can be edited from the 'Price UOM' field in the Items grid of the Sales Order Record View. Insert excerptDef - UOMDef - UOMnopaneltrue

Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.DefaultSOPriceUOMSK

Production Inst

Displays the first 100 characters from the line item's 'Production Inst.' note type. This is can be edited from the Notes Dialog Box for the associated line item.

Database Field: ERPh_SOOrderItemNote.Note

Purchase Order Insert excerptPurchase OrderPurchase Ordernopaneltrue This can be edited from the 'Purchase Order' field on the 'Home' tab of the Sales Order Record View. Insert excerptDef - Purchase OrderDef - Purchase OrdernopaneltrueDatabase Field: ERPh_SOOrderHeader.PurchaseOrder

This displays the total 'Program Amt.' for all the Rebate programs associated with the line item. This is not required. This is a calculated field and may be edited from the Sales Program Details Record View.

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

Database Field: ERPx_SPProgramSettlementItem.ComputedAmount

Salesperson - Inside

Insert excerpt

	Salesperson - Inside
	Salesperson - Inside
nopanel	true

This comes from the 'Salesperson - Inside' field on the 'Properties' tab of the Sales Transaction Record View. It is not editable.

Insert excerpt

	Def - Salesperson
	Def - Salesperson
nopanel	true

Insert excerpt

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

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

Salesperson - Outside

Insert excerpt

	Salesperson - Outside
	Salesperson - Outside
nopanel	true

This comes from the 'Salesperson - Outside' field on the 'Properties' tab of the Sales Transaction Record View. It is not editable.

Insert excerpt

	Def - Salesperson
	Def - Salesperson
nopanel	true

Insert excerpt

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

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

Ship City/State

Displays the destination City and State the shipment containing the item. This

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

comes from the 'City' and 'State' fields on the 'Properties' tab of the Customer Addresses Record View

.

when the transaction was created. Once the transaction is posted, this field is not editable.

Insert excerpt

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

Insert excerpt

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

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

Ship Country

Displays the Country the item's shipment will be shipped to. This

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

comes from the 'Country' field on the 'Properties' tab of the Customer Addresses Record View

.

when the transaction was created. Once the transaction is posted, this field is not editable.

Insert excerpt

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

Database Fields: ERPx_ARCustomerAddress.Country, ERPh_SOOrderHeader.ShipCountry

Ship Phone

Displays the phone number at the address where item's shipment will be shipped to. This

can be edited

comes from the 'Phone' field on the 'Properties' tab of the Customer Addresses

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

Record View when the transaction was created. Once the transaction is posted, this field is not editable.

Insert excerpt

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

Database Fields: ERPx_ARCustomerAddress.Phone1, ERPh_SOOrderHeader.ShipPhone1

Shipment

Identifies the Shipment ID of the shipment containing the line item.

Clicking on the link opens the Shipment Record View.

The shipment ID is auto generated based on a combination of Carrier, Site and Ship By Date and is not editable.

Database Field: ERPh_LMLoadHeader.LoadID

Shipped

Identifies the date the item's shipment left the site, formatted from the users 'Date Format' preference. This

can be edited

comes from the 'Shipped' field on the 'Shipments' tab of the Sales

Order

Transaction Record View. It is not editable. Database Fields: ERPh_LMLoadHeader.ActualShipDate, ERPh_SOOrderHeader.ActualShipDate
Site	Identifies the Site ID where the item will ship from. This

can be edited

comes from the 'Site

ID

' field on

the 'Properties' tab of the Site Record View. It

the 'Shipments' tab of the Sales Transaction Record View. It is not editable.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

Database Fields: ERPx_MFSite.SiteID, ERPh_LMLoadHeader.SiteSk

Site Name

Identifies the name of the Site where the item will ship from. This comes from the 'Site' field on the 'Shipments' tab of the Sales

Order

Transaction Record View. It is not editable.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

Database Fields: ERPx_MFSite.

SiteID

SiteName, ERPh_LMLoadHeader.SiteSk

Site NameIdentifies the name of the Site where the item will ship from. This can be edited from the 'Site Name' field on the 'Properties' tab of the Site Record View. It comes from the 'Site' field on the 'Shipments' tab of the Sales Order Record View.

Status

Insert excerpt

	Status
	Status
nopanel	true

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

Insert excerpt

	Def - Status
	Def - Status
nopanel	true

The Statuses that apply to transactions in this Inquiry include:

Insert excerpt

	Def - Status - Posted
	Def - Status - Posted
nopanel	true

Insert excerpt

	Def - Status -

Site

Void
	Def - Status -

Site

Void
nopanel	true

Database Fields:

ERPx

ERPx_

MFSite

SOOrderStatus.

SiteName

OrderStatusName, ERPh_

LMLoadHeader

SOOrderHeader.

SiteSk

OrderStatusSK
Sub for Item	Identifies the

Item ID the line item was substituted for. It can be edited by clicking the Substitution button on the Sales Order Record View and adding substitution items for the ordered item on the Sales Order Item Substitution Record View.

Item ID the line item was substituted for. It is not editable.

Database Field: ERPh_SOOrderItem.OriginTransactionItemSK

Sub. Item

Identifies if the line item has a substitute item on the same transaction. This

can be edited by clicking the Substitution button on the Sales Order Record View and adding substitution items for the ordered item on the Sales Order Item Substitution Record View. This field is not stored in the database.

field is not editable and is not stored in the database.

Trans Class

Insert excerpt

	Transaction Class
	Transaction Class
nopanel	true

This comes from the 'Transaction Class' value selected by the user when the transaction was created. It is not editable.

Insert excerpt

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

Database Field: ERPx_SOOrderTypeDocument.DocumentID

Trans Date

Insert excerpt

	Doc Date
	Doc Date
nopanel	true

It is formatted from the users 'Date Format' preference. This

can be edited

comes from the 'Order Date' field on the 'Home' tab of the Sales

Order

Database Field: ERPh_SOOrderHeader.OrderDate

Transaction

Identifies the unique Transaction ID associated with the line item. Clicking on the link opens the corresponding transaction record view. This is a system assigned value and is not editable.

Insert excerptDef - Transaction IDDef - Transaction IDnopaneltrue

Transaction Record View.

It is not editable.

Database Field: ERPh_SOOrderHeader.

OrderID

OrderDate

Transaction Class

Trans Type

Insert excerpt

	Transaction

Class

Type
	Transaction

Class

Type
nopanel	true

This comes from the 'Transaction Class' value selected by the user on the Select Ship-To page when the sales order or sales quote was created. It is not editable.

This is a system assigned value and is not editable. The transaction types are: Quote, Order, Return and Price Adjustment.

Insert excerpt

	Def - Transaction

Class - General

Types
	Def - Transaction

Class - General

Types
nopanel	true

Database Field: ERPx_SOOrderType.

DocumentID

OrderTypeName

Transaction Type Insert excerptTransaction TypeTransaction Typenopaneltrue This

Transaction

Identifies the unique Transaction ID associated with the line item. This is a system assigned value and is not editable

. The transaction types are: Quote, Order, Return and Price Adjustment

.

Insert excerpt

	Def - Transaction

Types

ID - Sales
	Def - Transaction

Types

ID - Sales
nopanel	true

Database Field:

ERPx

ERPh_

ARTransactionType

SOOrderHeader.

TransactionName
Unit to Weight Conversion

OrderID
Units	Identifies the

conversion rate from the Units UOM to the Weight UOM for the line item. This can be edited from the 'Multiply By' field on the 'Conversions' tab of the associated UOM schedule

Line Items allocated 'Units', formatted to 2 decimal places. This is a calculated field that is not editable.

Database Field: ERPh_SOOrderItem.AllocatedUnits

Units - Ord.

Identifies the 'Ordered Units' for the line item, formatted to the Item's 'Unit Decimals'. This is a calculated field that is not editable.

Database Field:

ERPx

ERPh_

IMUOMConversion

SOOrderItem.

ConversionValue

OrderedUnits

Units UOM

Insert excerpt

	UOM - Units
	UOM - Units
nopanel	true

This

can be edited

comes from the 'Units UOM' field in the Items grid on the Sales

Order Record View. Insert excerptDef - UOMDef - UOMnopaneltrue

Database Fields: ERPx_IMUOM.UOMName, ERPh_SOOrderItem.UnitUOMSK

Weight to Unit Conversion

Identifies the conversion rate from the Weight UOM to the Units UOM for the line item. This can be edited from the 'Multiply By' field on the 'Conversions' tab of the associated UOM schedule.

Database Field: ERPx_IMUOMConversion.ConversionValue

Transaction Record View. It is not editable.

Insert excerpt

	Def - UOM
	Def - UOM
nopanel	true

Database Fields: ERPx_IMUOM.UOMName, ERPh_SOOrderItem.UnitUOMSK

Weight

Identifies the Line Items allocated 'Weight', formatted to 2 decimal places. This is a calculated field that is not editable.

Database Field: ERPh_SOOrderItem.AllocatedWeight

Weight - Ord.

Identifies the 'Ordered Weight' for the line item, formatted to the Item's 'Unit Decimals'. This is a calculated field that is not editable.

Database Field: ERPh_SOOrderItem.OrderedWeight

Weight UOM

Insert excerpt

	UOM - Weight
	UOM - Weight
nopanel	true

This

can be edited

comes from the 'Weight UOM' field in the Items grid on the Sales

Order

Transaction Record View. It is not editable.

Insert excerpt

	Def - UOM
	Def - UOM
nopanel	true

Database Fields: ERPx_IMUOM.UOMName, ERPh_SOOrderItem.WeightUOMSK

Version	Old Version 9	New Version Current
Changes made by	Janice Dannenberg (Unlicensed)	Emma Greenwood
Saved on	Jan 13, 2021	Dec 04, 2023

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