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Def - Sales Items
Def - Sales Items
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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.

(lightbulb) 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: 2023.0811.31 30 and newer

Table of Contents
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Search Options
Description
Carrier

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

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Def - Carrier
Def - Carrier
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The lookup contains a list of all 'Active' Carriers.

Customer

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

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Def - Customer
Def - Customer
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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

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

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Def - Item
Def - Item
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The lookup contains a list of all 'Active' Items.

Item Class

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

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

Saved Searches
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Search Options for Framework 3.0 - Global
Search Options for Framework 3.0 - Global
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Search

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Search - Search Options
Search - Search Options
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  • 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

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Inq - Site
Inq - Site
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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.

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Def - Site
Def - Site
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The lookup contains a list of all 'Active' Sites.

Trans Class

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Inq - Transaction Class
Inq - Transaction Class
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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.

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Def - Transaction Class - General
Def - Transaction Class - General
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The lookup contains a list of all 'Active' Transaction Classes.


Page Detail

Toolbar IconsDescription
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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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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Print
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Print - LV 3.0
Print - LV 3.0
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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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Search Options
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Search Options - Inquiry Grid 3.0
Search Options - Inquiry Grid 3.0
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View

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View - Options in Same Tab 3.0
View - Options in Same Tab 3.0
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FieldsDescription
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 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.

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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 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 

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Attention To
Attention To
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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. 

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Def - Bill of Lading
Def - Bill of Lading
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Database Fields: ERPh_SOOrderHeader.BOL, ERPh_LMLoadTransactionItem.BOL

Brokerage Amt.

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Def - Brokerage Amt.
Def - Brokerage Amt.
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This field displays the total 'Program Amt.' of for all the Brokerage programs associated with the line item that qualifies 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.

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

Database Field: ERPx_SPProgramSettlementItem.ComputedAmount

Carrier Name

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

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Def - Carrier
Def - Carrier
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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. 

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Def - Sales Contracts
Def - Sales Contracts
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Database Fields: ERPx_SCContractHeader.ContractID, ERPh_SOOrderItem.ContractHeaderSK

CreatedCost Amt.Created

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Created

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

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

Database Field:

 ERPx

 ERPh_

SOOrderHeader

SOOrderItem.

CreatedDate

ExtendedCostAmount

Created By

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Created
By
Created
By
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Database Field: ERPx_SOOrderHeader.CreatedByCreatedDate

Created By

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Created By
Created By
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Database Field: ERPx_SOOrderHeader.CreatedBy

Currency 

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

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

Customer ID

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Customer ID
Customer ID
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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.

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

Customer Name

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Customer Name
Customer Name
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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.

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Def - Customer Name
Def - Customer Name
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Database Fields: ERPx_ARCustomer.CustomerName, ERPh_SOOrderHeader.CustomerSK 

Freight Amt.

Identifies the freight amount for

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Def - Freight Amt. (SO)
Def - Freight Amt. (SO)
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 This displays the total freight amount of the line item on the transaction. This field 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. (SO)Def - Freight Amt. (SO)nopaneltrueor from the Sales Program Details Record View for the Freight Accrual Program.

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

GL

Database Field: ERPh_SOOrderItem.FreightAccrualAmount

GL Date

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GL Date
GL Date
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 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

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GL Period
GL Period
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 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

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GL Year
GL Year
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 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 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, 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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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 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. 

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Def - Item ID
Def - Item ID
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Insert excerpt
Def - Sales Invoice Description
Def - Sales Invoice Description
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Database Field: ERPh_SOOrderItem.ItemSalesInvoiceDescription

InvoicedIdentifies 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 Transaction Record View. It is not editable. 

Database Field: ERPh_SOInvoiceHeader.InvoiceDate

Item Attribute Class

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Item Attribute Class
Item Attribute Class
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This comes from the 'Item Attribute Class' field on the 'Properties' tab of the Item Record View. It is not editable. 

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Def - Attribute Class
Def - Attribute Class
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Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPx_IMItem.AttributeClassSK

Item Class

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Item Class
Item Class
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This comes from the 'Item Class' field on the 'Properties' tab of the Item Record View. It is not editable. 

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Def - Item Class
Def - Item Class
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Database Field: ERPx_IMItem.ItemClass.Description

Item Type

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HELP:Item Type: Inventory
HELP:Item Type: Inventory
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This comes from the 'Item Type' field on the 'Properties' tab of the Item Record View. It is not editable. 

Database Field: ERPx_IMItemType.Description

Item: Description

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

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Def - Item ID
Def - Item ID
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Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPh_SOOrderItem.OrderItemSK

Last Updated

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Last Updated
Last Updated
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Database Field: ERPx_SOOrderHeader.LastUpdated

Last Updated By

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Last Updated By
Last Updated By
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Database Field: ERPx_SOOrderHeader.LastUser

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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Def - Net Margin Amt.
Def - Net Margin Amt.
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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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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 for all the non-freight 'Accrual' programs associated with the line item that qualifies 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.

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

Database Field: ERPx_SPProgramSettlementItem.ComputedAmount

Pct. Filled UnitsIdentifies 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 WeightIdentifies 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

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Price
Price
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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.ItemPrice

Price UOM

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UOM - Price
UOM - Price
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It comes from the 'Price UOM' field in the Items grid of the Sales Transaction Record View. It is never editable.

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Def - UOM
Def - UOM
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Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitsUOMSK, ERPx_SOOrderItem.WeightUOMSK, ERPh_SOOrderItem.UnitsUOMSK, ERPh_SOOrderItem.WeightUOMSK

Product Cost Amt.Identifies the actual cost of Production Instructions

Displays the first 100 characters from the line item

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

's 'Production Inst.' note type. This can 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. Insert excerptDef - Product Cost Amt.Def - Product Cost Amt.nopaneltrue

Database Fields: ERPh_SOOrderItem.OrderItemActualCost, ERPx_IMLotCostHistory.Cost, ERPx_IMLotBalance.LotSK

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 Notes Dialog Box for the associated line item on the Sales Transaction Record View.

Database Field: ERPx_SOOrderItemNote.Note

Purchase Order

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

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

Rebate Amt.

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Def - Rebate Amt.
Def - Rebate Amt.
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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.

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

Database Field: ERPx_SPProgramSettlementItem.ComputedAmount

Salesperson - Inside

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

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

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Def - Salesperson
Def - Salesperson
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Insert excerpt
Def - Salesperson - Outside
Def - Salesperson - Outside
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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 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.

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Def - Address - City
Def - Address - City
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Insert excerpt
Def - Address - State
Def - Address - State
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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 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.

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Def - Address - Country
Def - Address - Country
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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 comes from the 'Phone' 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.

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

Shipment

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

ShippedIdentifies the date the item's shipment left the site, formatted from the users 'Date Format' preference. This comes from the 'Shipped' field on the 'Shipments' tab of the Sales 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 comes from the 'Site' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable. 

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Def - Site
Def - Site
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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 Transaction Record View. It is not editable. 

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

Status

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

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

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Def - Status - Posted
Def - Status - Posted
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Def - Status - Void
Def - Status - Void
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Database Fields: ERPx_SOOrderStatus.OrderStatusName, ERPh_SOOrderHeader.OrderStatusSK

Sub for Item

Identifies the 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 field is not editable and is not stored in the database. Trans Class

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Transaction Class
Transaction Class
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 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
nopaneltrue

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 comes from the 'Order Date' field on the 'Home' tab of the Sales Transaction Record View. It is not editable. 

Database Field: ERPh_SOOrderHeader.OrderDate

Trans Type

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Transaction Type
Transaction Type
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This 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 associated with the line item. This 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: ERPh_SOOrderHeader.OrderID

Units

Identifies the 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: ERPh_SOOrderItem.OrderedUnits

Units UOM

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UOM - Units
UOM - Units
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This comes from the 'Units UOM' field in the Items grid on the Sales Transaction Record View. It is not editable. 

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Def - UOM
Def - UOM
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Database Fields: ERPx_IMUOM.UOMName, ERPh_SOOrderItem.UnitUOMSK

WeightIdentifies 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

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UOM - Weight
UOM - Weight
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This comes from the 'Weight UOM' field in the Items grid on the Sales Transaction Record View. It is not editable. 

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Def - UOM
Def - UOM
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Database Fields: ERPx_IMUOM.UOMName, ERPh_SOOrderItem.WeightUOMSK

...