Content Comparison

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	Def - Shipment
	Def - Shipment
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The purpose of this page is to view Sales Order Shipments for un-posted sales transactions. From here users can open sales transactions or jump directly to the Shipment Details, Load details, and/or Export Details. Users can also use the Mass Update to set Load and/or Sales Order Attributes.

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

Software Version: 2023.0510.31 and newer

Table of Contents

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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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Excel

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	Excel - LV 3.0
	Excel - LV 3.0
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Export Details

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	Export Details - LV 3.0
	Export Details - 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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Logistics Attributes: All Logistics attributes configured in the Attributes Master File. Assigns the entered/selected value to selected/filtered transactions when Apply is clicked.
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.

Print

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	Print - LV 3.0
	Print - LV 3.0
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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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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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# Legs

Identifies the number of legs associated with the shipment. This is required and can be edited by adding a new leg on the Shipment Details Record View.

Database Field: ERPx_LMLoadTransaction.CountofLegs

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. 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 ID
	Address ID
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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 total allocated extended amount for all line items on the shipment, formatted to 2 decimals. This is a calculated field and can be edited by changing the unit/weight allocations or by updating the 'Price' field of a line item associated with the shipment on the Sales Transaction Record View.

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

Database Field: ERPx_SOOrderItem.AllocatedAmount

Amount - Ord.

Identifies the total ordered extended amount for all line items on the shipment, formatted to 2 decimals. This is a calculated field and can be edited by changing the unit/weight Ordered Quantities or by updating the 'Price' of a line item associated with the shipment 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 is a Unit UOM and is the Ordered Weight if the 'Price UOM' for the item is a Weight UOM.

Database Field: ERPx_SOOrderItem.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

BOL

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

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	Def - Bill of Lading
	Def - Bill of Lading
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Database Field: ERPx_LMLoadTransaction.BOL

Booking #

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	Def - Booking #
	Def - Booking #
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This is not required and can be edited from the 'Booking #' field on the Export Details Record View.

Database Field: ERPx_LMLoadHeader.BookingNumber

Brokerage Amt.

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	Def - Brokerage Amt.
	Def - Brokerage Amt.
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This field displays the 'Program Amt.' of all items on the shipment that qualify for the program. 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.ComputedAmount

Carrier Name

Identifies the Carrier Name of the first leg of the shipment. This is not required and can be edited from the 'Carrier' field on the 'Home' tab of the Sales Transaction Record View or the 'Carrier' field on Leg 1 on the Shipment Details Record View for a single shipment or the first shipment if multiple exist, else it can be edited from the 'Carrier' field on the 'Shipments' tab of the Record View for subsequent shipments.

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

Created

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	Created
	Created
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This value comes from the Created Date & Time of the Order. This field is required.

Database Field: ERPx_SOOrderHeader.CreatedDate

Created By

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	Created By
	Created By
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This value comes from the Created Date & Time of the Order. This field is required.

Database Field: ERPx_SOOrderHeader.CreatedBy

Currency

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

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	Def - Currency
	Def - Currency
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Database Fields: ERPx_ARCustomer.CustomerID, ERPx_SOOrderHeader.CustomerSK

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 Shipment 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' is in the future and a negative number when the 'Ship By' is in the past. This 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

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	Date - Deliver On (Default)
	Date - Deliver On (Default)
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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_LMLoadTransaction.DeliverOnDate

Forwarder

Displays the name/ID of the forwarder that corresponds to the shipment. This is not required and can be edited from the 'Forwarder' field on the Export Details Record View.

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	Def - Forwarder
	Def - Forwarder
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Database Field: ERPx_LMLoadHeader.Forwarder

Freight Amt.

Identifies the total freight amount for the shipment. This is a calculated field. It is calculated as [Freight Weight] x [Freight Rate] x ([Surcharge %] / 100) + [Other Charges] for all legs of the shipment. This can be edited by updating the 'Freight Rate', 'Surcharge %' or 'Other Charges' fields on the Shipment Details Record View.

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

Database Fields: ERPx_LMLoadHeader.TotalFreight, ERPx_LMLoadTransaction.FreightAmount

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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This lookup contains a list of all 'Active' Freight Terms.

Database Fields: ERPx_LMLoadHeader.SOFreightTermsEN, ERPx_LMLoadTransaction.SOFreightTermsEN

GL Date

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	GL Date
	GL Date
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This is required for transactions saved with a 'Status' of "Approved" or "Ready to Post" and can be edited from the 'GL Date' field on the 'Shipments' tab of the Sales Transaction Record View.

Database Field: ERPx_SOInvoiceHeader.GLDate

GL Period

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	GL Period
	GL Period
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Identifies the fiscal period based on the GL Date on the shipment. This is required for the transaction to be saved in a status of 'Approved' or greater and can be edited from the 'GL Date' field on the 'Shipments' tab of the Sales Transaction Record View. This field is not stored in the database.

GL Year

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	GL Year
	GL Year
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Identifies the fiscal year based on the GL Date on the shipment. This is required for the transaction to be saved in a status of 'Approved' or greater and can be edited from the 'GL Date' field on the 'Shipments' tab of the Sales Transaction Record View. This field is not stored in the database.

Gross Margin Amt.

Identifies the profit amount, using only product costs, of the Shipment. 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, of the Shipment. 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.
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Invoice

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	Invoice Number
	Invoice Number
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This is required for the transaction to be saved in a status of 'Shipped' and greater. It can be edited from the 'Invoice #' field on the 'Shipments' tab of the Sales Transaction Record View.

Database Field: ERPx_SOInvoiceHeader.InvoiceNumber

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

Last Updated

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	Last Updated
	Last Updated
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This is a system assigned value and is never editable by a user. This field is required.

Database Field: ERPx_LMLoadHeader.LastUpdated

Last Updated By

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	Last Updated By
	Last Updated By
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This is a system assigned value and is never editable by a user. This field is required.

Database Field: ERPx_LMLoadHeader.LastUser

Net Margin Amt.

Identifies the final profit amount of the Shipment. 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.
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Net Margin Pct.

Identifies the percentage of final profit of the Shipment. 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.
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Other Accrual Amt.

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	Def - Other Accrual Amt.
	Def - Other Accrual Amt.
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This field displays the total 'Program Amt.' of all items on the shipment that qualify for the program. 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.ComputedAmount

Pct. Filled Units

Identifies the percentage of allocated units versus ordered units for all line items that make up the shipment. This is a calculated field and can be edited by changing the unit allocation or 'Ord. Units' quantity for a line item on the shipment. 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 all line items that make up the shipment. This is a calculated field and can be edited by changing the weight allocation or 'Ord. Weight' quantity for a line item on the shipment. It is calculated as [Allocated Weight] / [Ordered Weight] * 100. This field is not stored in the database.

Place of Delivery

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	Place of Delivery
	Place of Delivery
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This is not required and can be edited from the 'Place of Delivery' field in the header of the Export Details Record View.

Database Field: ERPx_LMLoadHeader.DeliveryPort

Place of Delivery Date

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	Date - Delivery
	Date - Delivery
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This is not required and can be edited from the 'Place of Delivery / Date' field in the header of the Export Details Record View.

Database Field: ERPx_LMLoadHeader.DeliveryDate

Port of Discharge

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	Port of Discharge
	Port of Discharge
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This is not required and can be edited from the 'Port of Discharge' field in the header of the Export Details Record View.

Database Field: ERPx_LMLoadHeader.DischargePort

Port of Discharge Date

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	Date - Discharge
	Date - Discharge
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This is not required and can be edited from the 'Port of Discharge / Date' field in the header of the Export Details Record View.

Database Field: ERPx_LMLoadHeader.DischargeDate

Port of Entry

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	Port of Entry
	Port of Entry
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This is not required and can be edited from the 'Port of Entry' field in the header of the Export Details Record View.

Database Field: ERPx_LMLoadHeader.EntryPort

Port of Entry Date

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	Date - Entry
	Date - Entry
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This is not required and can be edited from the 'Port of Entry / Date' field in the header of the Export Details Record View.

Database Field: ERPx_LMLoadHeader.EntryDate

Port of Loading

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	Port of Loading
	Port of Loading
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This is not required and can be edited from the 'Port of Loading' field in the header of the Export Details Record View.

Database Field: ERPx_LMLoadHeader.LoadingPort

Port of Loading Date

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	Date - Loading
	Date - Loading
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This is not required and can be edited from the 'Port of Loading / Date' field in the header of the Export Details Record View.

Database Field: ERPx_LMLoadHeader.LoadingDate

Product Cost Amt.

Identifies the actual cost of all items on the Shipment. 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.

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	Def - Product Cost Amt.
	Def - Product Cost Amt.
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Database Fields: ERPx_SOOrderItem.ItemActualCost, ERPx_IMLotCostHistory.Cost, ERPx_IMLotBalance.LotSK

Purchase Order

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

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	Def - Purchase Order
	Def - Purchase Order
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Database Field: ERPx_SOOrderHeader.PurchaseOrder

Salesperson - Inside

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

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	Def - Salesperson
	Def - Salesperson
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	Def - Salesperson - Inside
	Def - Salesperson - Inside
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Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPx_SOOrderHeader.InsideSalespersonSK

Salesperson - Outside

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

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	Def - Salesperson
	Def - Salesperson
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	Def - Salesperson - Outside
	Def - Salesperson - Outside
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Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPx_SOOrderHeader.SalesPersonSK

Ship By

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	Ship By - Default
	Ship By - Default
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This is required and can be edited from the 'Ship By' field on the 'Home' tab of the Sales Transaction Record View.

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.

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	Def - Address - City
	Def - Address - City
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	Def - Address - State
	Def - Address - State
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Database Fields: ERPx_ARCustomerAddress.City, ERPx_ARCustomerAddress.State, ERPx_SOOrderHeader.ShipCity, ERPx_SOOrderHeader.ShipState

Ship Country

Displays the Country the 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.

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	Def - Address - Country
	Def - Address - Country
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Database Fields: ERPx_ARCustomerAddress.Country, ERPx_SOOrderHeader.ShipCountry

Ship Phone

Displays the phone number at the address where the 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.

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	Def - Address - Phone 1
	Def - Address - Phone 1
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Database Fields: ERPx_ARCustomerAddress.Phone1, ERPx_SOOrderHeader.ShipPhone1

Shipment

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	Shipment ID
	Shipment ID
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Clicking on the link opens the corresponding Shipment Details Record View. The shipment ID is auto generated based on a combination of Carrier, Site and Ship By Date. This is required, is a system assigned value and is not editable.

Database Field: ERPx_LMLoadHeader.LoadID

Shipment Status

Identifies the status of the shipment. This is required and comes from the 'Load Status' field on the 'Shipments' tab of the Sales Transaction Record View. This field displays as "New" for transactions in a Status of 'New' or 'Released'. This field displays as "Shipped" for transactions in a Status of 'Shipped', 'Approved', and 'Ready To Post'. This field displays as "Posted" for transactions in a Status of 'Posted'. This field is not editable.

Database Field: ERPx_LMLoadHeader.LoadStatusSK

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

Shipping Line

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	Shipping Line
	Shipping Line
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This is not required and can be edited from the 'Shipping Line' field on the Export Details Record View.

Database Field: ERPx_LMLoadHeader.ShippingLine

Site

Identifies the Site ID (warehouse ID) where the shipment will ship from. This is required and can be edited from the 'Site' field on the 'Home' tab of the Sales Transactions Record View for a single shipment or the first shipment if multiple exist, else it can be edited from the 'Site Name' field on the 'Shipments' tab of the Record View for subsequent shipments.

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	Def - Site
	Def - Site
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Database Fields: ERPx_MFSite.SiteID, ERPx_LMLoadHeader.SiteSk

Site Name

Identifies the name of the Site where the shipment will ship from. This is required and can be edited from the 'Site' field on the 'Home' tab of the Sales Transactions Record View for a single shipment or the first shipment if multiple exist, else it can be edited from the 'Site Name' field on the 'Shipments' tab of the Record View for subsequent shipments.

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	Def - Site
	Def - Site
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Database Fields: ERPx_MFSite.SiteName, ERPx_LMLoadHeader.SiteSk

Status

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

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

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	Def - Status - New
	Def - Status - New
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	Def - Status - Released
	Def - Status - Released
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	Def - Status - Shipped
	Def - Status - Shipped
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	Def - Status - Approved
	Def - Status - Approved
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	Def - Status - Ready to Post
	Def - Status - Ready to Post
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Database Fields: ERPx_SOOrderStatus.OrderStatusName, ERPx_SOOrderHeader.OrderStatusSK. ERPx_SOOrderItem.OrderStatusSK

Tracking #

Identifies the tracking number associated with the shipment(s) on the order. This is not required and can be edited from the 'Tracking #' field on the 'Shipments' tab of the Sales Transaction Record View.

Database Field: ERPx_LMLoadTransaction.TrackingNumber

Trans Class

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	Transaction Class
	Transaction Class
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This is required and 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.

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	Def - Transaction Class - General
	Def - Transaction Class - General
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Database Field: ERPx_SOOrderTypeDocument.DocumentID

Trans Date

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	Doc Date
	Doc Date
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It is formatted from the users 'Date Format' preference. This is required and can be edited from the 'Order Date' field on the 'Home' tab of the Sales Transaction Record View.

Database Field: ERPx_SOOrderHeader.OrderDate

Trans Type

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

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	Def - Transaction Types
	Def - Transaction Types
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Database Field: ERPx_SOOrderType.OrderTypeName

Transaction

Identifies the unique Transaction ID containing the shipment. Clicking on the link opens the corresponding transaction record view. This is required, is a system assigned value and is not editable.

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	Def - Transaction ID - Sales
	Def - Transaction ID - Sales
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Database Field: ERPx_SOOrderHeader.OrderID

Units

Identifies the total number of allocated units for all line items on the shipment, formatted to 2 decimal places. This is a calculated field and can be edited by changing the unit allocation of one or more line items associated with the shipment.

Database Field: ERPx_SOOrderItem.AllocatedUnits

Units - Ord.

Identifies the total number of ordered units for all line items on the shipment, formatted to 2 decimal places. This is a calculated field and can be edited by changing the 'Ord. Units' of one or more line items associated with the shipment.

Database Field: ERPx_SOOrderItem.OrderedUnits

Vessel

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	Vessel
	Vessel
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This is not required can edited from the 'Vessel' field in the header of the Export Details Record View.

Database Field: ERPx_LMLoadHeader.Vessel

Vessel Number

Displays the Vessel Number of the Vessel carrying the shipment. This is not required and can edited from the 'Vessel Number' field in the header of the Export Details Record View.

Database Field: ERPx_LMLoadHeader.VesselNumber

Weight

Identifies the total allocated weight for all line items on the shipment, formatted to 2 decimal places. This is a calculated field and can be edited by changing the weight allocation of one or more line items associated with the shipment.

Database Field: ERPx_SOOrderItem.AllocatedWeight

Weight - Ord.

Identifies the total ordered weight for all line items on the shipment, formatted to 2 decimal places. This is a calculated field and can be edited by changing the 'Ord. Weight' of one or more line items associated with the shipment.

Database Field: ERPx_SOOrderItem.OrderedWeight

Workflow Name

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

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	Def - Workflow
	Def - Workflow
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Database Fields: ERPx_MFWorkflow.WorkflowName, ERPx_SOOrderType.WorkflowSK

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Version	Old Version 52	New Version Current
Changes made by	Emma Greenwood	Emma Greenwood
Saved on	May 30, 2023	Oct 31, 2023

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