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This list view also contains columns for each Attribute that is set up for the 'Items', 'Logistics' '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, Load Management (Logistics) Sales Order and Sales Order Item attributes are not included in the help documentation.
Software Version: 2023.1011.31 30 and newer
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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:
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Notes |
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Selected transaction(s) that are on Hold with a hold code set to disable printing will display the message "One or more of the selected records cannot be printed.” Filtered transaction(s) that are on Hold with a hold code set to disable printing will not print anything, but any filtered records not on hold, or printing is enabled while on hold will print as expected. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Fields | Description | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Checkbox |
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Address ID |
Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Address Name |
Database Fields: ERPx_ARCustomerAddress.AddressName, ERPx_SOOrderHeader.AddressSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Amount | Identifies 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_SOOrderItem.AllocatedAmount | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Amount - Ord. | Identifies the ordered extended amount of the line item. This is a calculated field and can be edited by changing the 'Ord. Units', 'Ord. Weight' or 'Price' fields of the 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_SOOrderItem.OrderedAmount | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Attention To |
Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPx_SOOrderHeader.ShipAttentionTo | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
BOL | Identifies the Bill of Lading associated with the shipment of the line item. This is not required and can be edited from the 'BOL' field on the 'Shipments' tab of the Sales Transaction Record View.
Database Fields: ERPx_SOOrderHeader.BOL, ERPx_LMLoadTransactionItem.BOL | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Brokerage Amt. |
This field uses the Ordered Ext Amount for calculations on transactions where the Status is less than "Shipped" and the Allocated Ext Amount on for transactions where the Status is "Shipped" or greater. Database Field: ERPx_SPProgramSettlementItem.ComputedAmount | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Carrier Name |
Database Fields: ERPx_SOCarrier.CarrierName, ERPx_SOOrderItem.CarrierSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Contract # | Identifies the sales contract the line item is associated with. This is not required and can be edited when applicable from the 'Contract' field on the Sales Transaction Record View grid. This field is editable while the transaction is in a Status less than 'Approved'. However, this field is always disabled on Sales Quote transactions. This is only editable where the Customer on the Contract is equal to the Customer on the transaction and the transaction Order Date falls within the Contract Start/End date.
Database Fields: ERPx_SCContractHeader.ContractID, ERPx_SOOrderItem.ContractHeaderSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Currency Cost Amt. | Currency Currency |
This field uses the last applicable cost for unallocated line items and the Actual or Market Cost for allocated items. Database Field: ERPx_SOOrderItem.ExtendedCostAmount | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
Currency |
Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_SOOrderHeader.CurrencySK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Customer ID |
Database Fields: ERPx_ARCustomer.CustomerID, ERPx_SOOrderHeader.CustomerSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Customer Name |
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 'Shipments' tab of the Sales Transaction Record View. This field is not stored in the database. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Deliver On |
Database Fields: ERPx_SOOrderHeader.ScheduledDeliveryDate, ERPx_LMLoadTransactionItem.DeliverOnDate | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Freight Amt. |
Identifies the Def - Freight Amt. (SO) | Def - Freight Amt. (SO) | nopanel | true | 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_SOOrderItem.FreightAccrualAmount | ||||||||||||||||||||||||||||||||||||||||||||||||||||
GL Date |
Database Field: ERPx_SOInvoiceHeader.GLDate | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
GL Period |
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GL Year |
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Gross Margin Amt. | Identifies the profit amount, using only product costs, for the line item. 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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Gross Margin Pct. | Identifies the percentage of profit, using only product costs, for the line item. 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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Invoice |
Database Fields: ERPx_SOInvoiceHeader.InvoiceNumber, ERPx_LMLoadTransaction.InvoiceHeaderSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Invoice Item: Description | Identifies the Item ID and Sales Invoice Description. This is required and can be edited from the 'Item ID' and 'Sales Invoice Description' fields on the 'Properties' tab of the Item Record View.
Database Field: ERPx_SOOrderItem.ItemSalesInvoiceDescription | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Invoiced | Identifies the date the shipment was invoiced, formatted from the users 'Date Format' preference. This is required for the transaction to be saved in a status of 'Shipped' and greater. It can be edited from the 'Invoiced' field on the 'Shipments' tab of the Sales Transaction Record View. Database Field: ERPx_SOInvoiceHeader.InvoiceDate | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Item Added | Identifies the date the item was added to the transaction, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user. This field is required. Database Field: ERPx_SOOrderItem.CreatedDate | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Item Added By | Identifies the name of the user that added the item to the transaction. 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. This field is required. Database Field: ERPx_SOOrderItem.CreatedBy | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Item Attribute Class |
Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPx_IMItem.AttributeClassSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Item Class |
Database Field: ERPx_IMItem.ItemClass.Description | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Item Last Updated | Identifies the date the item on the transaction was last updated, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user. This field is required. Database Field: ERPx_SOOrderItem.LastUpdated | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Item Last Updated By | Identifies the name of the user that last updated the item on the transaction. 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. This field is required. Database Field: ERPx_SOOrderItem.LastUser | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Item Type |
Database Field: ERPx_IMItemType.Description | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Item: Description |
Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_SOOrderItem.OrderItemSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Net Margin Amt. | Identifies the final profit amount for of the line item. 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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Net Margin Pct. | Identifies the percentage of final profit for of the line item. 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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On Hold |
A transaction may be placed on hold by assigning a Hold Code. Database Fields: ERPx_MFHoldCode.HoldCode, ERPx_SOOrderHeaderHold | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Other Accrual Amt. |
This field uses the Ordered Ext Amount for calculations on transactions where the Status is less than "Shipped" and the Allocated Ext Amount on transactions where the Status is "Shipped" or greater. Database 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 and can be edited by changing the unit allocation or 'Ord. Units' quantity for the line item. It is calculated as [Allocated Unit Quantity] / [Ordered Unit Quantity] * 100. This field is not stored in the database. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Pct. Filled Weight | Identifies the percentage of allocated weight versus ordered weight for the line item. This is a calculated field and can be edited by changing the weight allocation or 'Ord. Weight' quantity for the line item. It is calculated as [Allocated Weight] / [Ordered Weight] * 100. This field is not stored in the database. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Price |
Database Field: ERPx_SOOrderItem.ItemPrice | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Price UOM |
Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.DefaultSOPriceUOMSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Product Cost Amt. | Identifies the actual cost of the line item. 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. It the item is allocated, this field may be edited from the 'Actual Cost' assigned on the Inventory Lot.
Database Fields: ERPx_SOOrderItem.ItemActualCost, ERPx_IMLotCostHistory.Cost, ERPx_IMLotBalance.LotSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Production Instructions | Displays the first 100 characters from the line item's 'Production Inst.' note type. This is not required and can be edited from the Notes Dialog Box for the associated line item. Database Field: ERPx_SOOrderItemNote.Note | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Purchase Order |
Database Field: ERPx_SOOrderHeader.PurchaseOrder | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Rebate Amt. |
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 |
Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPx_SOOrderHeader.InsideSalespersonSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Salesperson - Outside |
Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPx_SOOrderHeader.SalesPersonSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Ship By |
Database Fields: ERPx_SOOrderItem.ScheduledShipDate, ERPx_LMLoadHeader.ScheduledShipDate | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Ship City/State | Displays the destination City and State the shipment containing the item. 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.
Database Fields: ARCustomerAddress.City, ERPx_ARCustomerAddress.State, ERPx_SOOrderHeader.ShipCity, ERPx_SOOrderHeader.ShipState | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Ship Country | Displays the Country the item's shipment 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.
Database Fields: ERPx_ARCustomerAddress.Country, ERPx_SOOrderHeader.ShipCountry | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Ship Phone | Displays the phone number at the address where item's shipment 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.
Database Fields: ERPx_ARCustomerAddress.Phone1, ERPx_SOOrderHeader.ShipPhone1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Shipment | Identifies the Shipment ID of the shipment containing the line item. This is required for the transaction to be saved in a status of 'Shipped' and greater. The shipment ID is auto generated based on a combination of Carrier, Site and Ship By Date and is not editable. Database Field: ERPx_LMLoadHeader.LoadID | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Shipment Status | Identifies the status of the shipment containing the line item. This is required only if a shipment exists. It can be edited from the 'Load Status' field on the 'Shipments' tab of the Sales Transaction Record View. Database Field: ERPx_LMLoadHeader.LoadStatusSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Shipped | Identifies the date the item's 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 |
Database Fields: ERPx_MFSite.SiteID, ERPx_LMLoadHeader.SiteSk | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Site Name |
Database Fields: ERPx_MFSite.SiteName, ERPx_LMLoadHeader.SiteSk | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Status |
Database Fields: ERPx_SOOrderStatus.OrderStatusName, ERPx_SOOrderHeader.OrderStatusSK. ERPx_SOOrderItem.OrderStatusSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Sub for Item | Identifies the Item ID the line item was substituted for. It is not required. It can be edited by clicking the Substitution button on the Sales Transaction Record View and adding substitution items for the ordered item on the Sales Order Item Substitution Record View. Database Field: ERPx_SOOrderItem.OriginTransactionItemSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Sub. Item | Identifies if the line item has a substitute item on the same transaction. This is not required and can be edited by clicking the Substitution button on the Sales Transaction 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. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Trans Class |
Database Field: ERPx_SOOrderTypeDocument.DocumentID | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Trans Date |
Database Field: ERPx_SOOrderHeader.OrderDate | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Trans Type |
Database Field: ERPx_SOOrderType.OrderTypeName | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Transaction | Identifies the unique Transaction ID associated with the line item. Clicking on the link opens the corresponding transaction record view. This is required, is a system assigned value and is not editable.
Database Field: ERPx_SOOrderHeader.OrderID | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Units | Identifies 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_SOOrderItem.AllocatedUnits | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Units - Ord. | Identifies the 'Ordered Units' for the line item, formatted to the Item's 'Unit Decimals'. This is not required and can be edited by changing the 'Ord. Units' column of the Sales Items List View based on the settings in the /wiki/spaces/HELP/pages/1081622 master file. This field is disabled if an item's 'Manage Items By' property is "Weight Only". Database Field: ERPx_SOOrderItem.OrderedUnits | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Units UOM |
Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Weight | Identifies 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_SOOrderItem.AllocatedWeight | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Weight - Ord. | Identifies the 'Ordered Weight' for the line item, formatted to the Item's 'Unit Decimals'. This is not required and can be edited by changing the 'Ord. Weight' column of the Sales Items List View based on the settings in the /wiki/spaces/HELP/pages/1081622 master file. If the item's 'Allow Variable Ordered Qty' property is set to "Yes", then this field can be edited by changing the 'Ord. Weight' of the line item based on the settings in the /wiki/spaces/HELP/pages/1081622 master file. This field is disabled if an item's 'Manage Items By' property is "Units Only". Database Field: ERPx_SOOrderItem.OrderedWeight | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Weight UOM |
Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Workflow Name |
Database Fields: ERPx_MFWorkflow.WorkflowName, ERPx_SOOrderType.WorkflowSK |
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