Insert excerptDef - 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.

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: 20212023.11.05 30 and newer

Table of Contents

type	flat

Page Header

Toolbar IconsDescriptionAllocateOpens the Allocate Sales Transaction Item Record View to allocate by Inventory Lot, Warehouse Lot or Item.

Toolbar Icons

Description

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 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
  nopanel true
- Insert excerpt
  Def - Status - Shipped
  Def - Status - Shipped
  nopanel true
- Insert excerpt
  Def - Status - Approved
  Def - Status - Approved
  nopanel true
- Insert excerpt
  Def - Status - Ready to Post
  Def - Status - Ready to Post
  nopanel true
Workflow: A single-select lookup that defaults to "(No Change)". Assigns the selected 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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nopanel
	Print - LV 3.0
	Print - LV 3.0

true

	true

Image Added Selected transaction(s) that are on Hold with a hold code set to disable printing will display the message "One or more of the selected records cannot be printed.”

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

Quick Column Filter

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	Quick Column Filter
	Quick Column Filter
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Refresh

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	Refresh - Global 3.0
	Refresh - Global 3.0
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Saved Layouts

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	Column Layouts for Framework 3.0 - Global
	Column Layouts for Framework 3.0 - Global
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Fields

Description

Checkbox

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	Checkbox
	Checkbox
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Address ID

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	Address ID
	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
	Def - Customer Address ID
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Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK

Address Name

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	Address Name
	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

Attention To

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	Attention To
	Attention To
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This is not required and can be edited by clicking the 'More Actions' button and choosing 'Change Address' on the 'Home' tab of the Sales Transaction Record View while the transaction is in a status less than Approved.

Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPx_SOOrderHeader.ShipAttentionTo

Brokerage Amt.

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	Def - Brokerage Amt.
	Def - Brokerage Amt.
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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.

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 - Default

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

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	Carrier - Default
	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
	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)
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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

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.

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
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This field is required.

Database Field: ERPx_SOOrderHeader.CreatedDate

Created By

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	Created By
	Created By
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This field is required.

Database Field: ERPx_SOOrderHeader.CreatedBy

Currency

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	Currency
	Currency
nopanel	true

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

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	Def - Currency
	Def - Currency
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Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_SOOrderHeader.CurrencySK

Customer ID

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	Customer ID
	Customer ID
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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.

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	Def - Customer ID
	Def - Customer ID
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Database Fields: ERPx_ARCustomer.CustomerID, ERPx_SOOrderHeader.CustomerSK

Customer Name

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	Customer Name
	Customer Name
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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.

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	Def - Customer Name
	Def - Customer Name
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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.

Deliver On

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	Date - Deliver On (Default)
	Date - Deliver On (Default)
nopanel	true

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

Database Field: ERPx_SOOrderHeader.ScheduledDeliveryDate

Freight Amt.

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

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

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

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

or from the Sales Program Details Record View for the Freight Accrual Program.

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

Database Field: ERPx_SOOrderHeader.FreightAccrualAmount

Freight Terms

Identifies the Freight Terms assigned to the shipment. This is not required and can be edited from the 'Freight Terms' field on the 'Shipments' tab of the Sales Transaction Record View.

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

Last Updated

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	Last Updated
	Last Updated
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This field is required.

Database Field: ERPx_SOOrderHeader.LastUpdated

Last Updated By

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	Last Updated By
	Last Updated By
nopanel	true

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.
	Def - Net Margin Amt.
nopanel	true

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.
	Def - Net Margin Pct.
nopanel	true

On Hold

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	On Hold
	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.

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	Def - Hold Code
	Def - Hold Code
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Database Field: ERPx_MFHoldCode.HoldCode

Other Accrual Amt.

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	Def - Other Accrual Amt.
	Def - Other Accrual Amt.
nopanel	true

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.

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.ComputedAmountPayment Terms

: ERPx_SPProgramSettlementItem.ComputedAmount

Payment Terms

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	Payment Terms
	Payment Terms
nopanel	true

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

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nopanel
	Def - Payment Terms
	Def - Payment Terms

trueThis is not required and can

	true

Linked Database Field: ERPx_SOOrderHeader.PaymentTermsSK

Product Cost Amt.

Identifies the actual cost of all items on the transaction. This field is not required. If the item is ordered, but not allocated, this field may be edited from the 'Actual Cost' field for the Item in the Item Master File. If the item is allocated, this field may be edited from the '

Payment Terms

Actual Cost'

field

assigned on the

'Properties' tab of the Sales Transaction Record View

Inventory Lot.

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	Def -

Payment TermsDef - Payment Terms

Product Cost Amt.
	Def - Product Cost Amt.
nopanel	true

Database Fields: ERPx_SOOrderItem.ItemActualCost, ERPx_IMLotCostHistory.Cost, ERPx_IMLotBalance.LotSK

Purchase Order

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	Purchase Order
	Purchase Order
nopanel	true

Linked Database Field: ERPx_SOOrderHeader.PaymentTermsSK

Product Cost Amt.Identifies the actual cost of all items on the transaction.

This

field

is not required

. If the item is ordered, but not allocated, this field may

and can be edited from the '

Actual Cost

Purchase Order' 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

on the 'Home' tab of the Sales Transaction Record View.

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	Def -

Product Cost Amt.

Purchase Order
	Def -

Product Cost Amt.

Purchase Order
nopanel	true

Database

Fields: ERPx_SOOrderItem.ItemActualCost,

Field: ERPx_

IMLotCostHistory.Cost, ERPx_IMLotBalance.LotSK
Purchase OrderPurchase Order

SOOrderHeader.PurchaseOrder

Rebate Amt.

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Purchase Order

Def - Rebate Amt.
	Def - Rebate Amt.
nopanel	true

This displays the total 'Program Amt.' of all line items on the transaction that qualify for one or more related Rebate programs. This is not required

and can

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

'Purchase Order' field on the 'Home' tab of the Sales Transaction Record View. Insert excerptDef - Purchase OrderDef - Purchase Ordernopaneltrue

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_

SOOrderHeader

SPProgramSettlementItem.

PurchaseOrder

ComputedAmount

Salesperson - Inside

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	Salesperson - Inside
	Salesperson - Inside
nopanel	true

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
nopanel	true

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

Salesperson - Outside

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	Salesperson - Outside
	Salesperson - Outside
nopanel	true

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
nopanel	true

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

Ship By

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	Ship By - Default
	Ship By - Default
nopanel	true

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
nopanel	true

Insert excerpt

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

Database Fields: ERPx_ARCustomerAddress.City, ERPx_ARCustomerAddress.State, ERPx_SOOrderHeader.ShipCity, ERPx_SOOrderHeader.ShipState

Ship Country

Displays the Country the order will be shipped to. This is not required and 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
	Def - Address - Country
nopanel	true

Database Fields: ERPx_ARCustomerAddress.Country, ERPx_SOOrderHeader.ShipCountry

Ship Phone

Displays the phone number at the address where the order will be shipped to. This is not required and 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
nopanel	true

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 'Actual Ship' field on the 'Home' tab of the Sales Transaction Record View.

Database Fields: ERPx_LMLoadHeader.ActualShipDate, ERPx_SOOrderHeader.ActualShipDate

Site

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	Site ID
	Site ID
nopanel	true

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
nopanel	true

Database Fields: ERPx_MFSite.SiteID, ERPx_SOOrderHeader.SiteSK

Site Name

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	Site Name
	Site Name
nopanel	true

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
nopanel	true

Database Fields: ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK

Status

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	Status
	Status
nopanel	true

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
nopanel	true

The Statuses that apply to transactions in this List View include:

Insert excerpt

	Def - Status - New
	Def - Status - New
nopanel	true

Insert excerpt

	Def - Status - Released
	Def - Status - Released
nopanel	true

Insert excerpt

	Def - Status - Shipped
	Def - Status - Shipped
nopanel	true

Insert excerpt

	Def - Status - Approved
	Def - Status - Approved
nopanel	true

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	Def - Status - Ready to Post
	Def - Status - Ready to Post
nopanel	true

Database Fields: ERPx_SOOrderStatus.OrderStatusName, ERPx_SOOrderHeader.OrderStatusSK

Trans Class

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	Transaction Class
	Transaction Class
nopanel	true

This is required and comes from the 'Transaction Class' value selected by the user when the sales order or sales quote was created. It is not editable.

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	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 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

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	Transaction Type
	Transaction Type
nopanel	true

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

Insert excerpt

	Def - Transaction Types
	Def - Transaction Types
nopanel	true

Database Field: ERPx_SOOrderType.OrderTypeName

Transaction

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	Transaction ID
	Transaction ID
nopanel	true

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

Insert excerpt

	Def - Transaction ID - Sales
	Def - Transaction ID - Sales
nopanel	true

Database Field: ERPx_SOOrderHeader.OrderID

Units

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

Database Field: ERPx_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

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	Workflow Name
	Workflow Name
nopanel	true

This is not required. It can be edited from the 'Workflow' field on the 'Home' tab of the Sales Transaction Record View.

Insert excerpt

	Def - Workflow
	Def - Workflow
nopanel	true

Database Fields: ERPx_MFWorkflow.WorkflowName, ERPx_SOOrderHeader.WorkflowSK

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Page Comparison

Versions Compared

Old Version 93

New Version Current

Key

Page Header

Related Topics