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This inquiry 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: 2023.0311.02 30 and newer
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Carrier |
The lookup contains a list of all 'Active' Carriers. | ||||||||||||||||
Customer |
The lookup contains a list of all 'Active' Customers. | ||||||||||||||||
Date Range | Used to select the date the transaction was ordered or shipped. 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" and "Shipped". | ||||||||||||||||
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". | ||||||||||||||||
Saved Searches |
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Search |
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Site |
The lookup contains a list of all 'Active' Sites. | ||||||||||||||||
Trans Class |
The lookup contains a list of all 'Active' Transaction Classes. |
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Fields | Description | ||||||||||||||||||||||||||||||||
Checkbox |
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Address ID |
Database Fields: ERPx_ARCustomerAddress.AddressID, ERPh_SOOrderHeader.ShipAddressSK | ||||||||||||||||||||||||||||||||
Address Name |
Database Fields: ERPx_ARCustomerAddress.AddressName, ERPh_SOOrderHeader.ShipAddressSK | ||||||||||||||||||||||||||||||||
Amount | Identifies the sum of all the Line Items 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_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 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_SOOrderHeader.OrderedAmount | ||||||||||||||||||||||||||||||||
Attention To |
Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPh_SOOrderHeader.ShipAttentionTo | ||||||||||||||||||||||||||||||||
Brokerage Amt. |
Database Field: ERPx_SPProgramSettlementItem.ComputedAmount | ||||||||||||||||||||||||||||||||
Carrier Name |
Database Fields: ERPx_SOCarrier.CarrierName, ERPh_SOOrderHeader.CarrierSK | ||||||||||||||||||||||||||||||||
Created |
Database Field: ERPh_SOOrderHeader.CreatedDate | ||||||||||||||||||||||||||||||||
Created By |
Database Field: ERPh_SOOrderHeader.CreatedBy | ||||||||||||||||||||||||||||||||
Currency Cost Amt. | Currency
| Currency |
Def - Cost Amt. (SO) Def - Cost Amt. (SO) nopanel true
This
comes from the 'Currency' associated with the Customerfield displays the total cost of all inventory line items on the transaction. This
fieldis not
editable.required and can be edited in the Update Costs inquiry.
This field uses the last applicable cost for unallocated line items and the Actual or Market Cost for allocated items.
Database Field: ERPh_SOOrderHeader.ExtendedCostAmount
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Database Fields: ERPx_MFCurrency.CurrencyID, ERPh_SOOrderHeader.CurrencySK
This comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View. It can be edited from the 'Customer ID' field on the 'Properties' tab of the Customer Record View. Insert excerpt Customer ID Customer ID nopanel true
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Database Fields: ERPx_ARCustomer.CustomerID, ERPh_SOOrderHeader.CustomerSK
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Database Fields: ERPx_ARCustomer.CustomerName, ERPh_SOOrderHeader.CustomerSK
Insert excerpt Def - Freight Amt.
Identifies the total freight amount for all shipments on the transaction. This field
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.(SO) Def - Freight Amt. (SO) nopanel true Insert excerpt
This field uses the Ordered Ext Amount for calculations on transactions where the Status is less than "Shipped" and the Allocated Ext Amount on transactions where the Status is "Shipped" or greater.
Database Field: ERPh_SOOrderHeader.FreightAccrualAmount
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.
Insert excerpt Def - Freight Terms Def - Freight Terms nopanel true
Database Fields: ERPh_SOOrderHeader.SOFreightTermsEN, ERPx_SOFreightTerms.Description
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.
Insert excerpt Def - Gross Margin Amt. Def - Gross Margin Amt. nopanel true
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.
Insert excerpt Def - Gross Margin Pct. Def - Gross Margin Pct. nopanel true
Insert excerpt Last Updated Last Updated nopanel true
Database Field: ERPh_SOOrderHeader.LastUpdated
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Database Field: ERPh_SOOrderHeader.LastUser
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.
Insert excerpt Def - Net Margin Amt. Def - Net Margin Amt. nopanel true
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.
Insert excerpt Def - Net Margin Pct. Def - Net Margin Pct. nopanel true
Identifies the transaction ID of the original posted transaction. It is a system assigned value and is not editable. It will display the source transaction ID on Price Adjustment and Return transactions. It will also display the source transaction ID on Sales Order transactions that were created as a result of approving a Sales Quote transaction. On original Sales Order transactions, this field will be blank. It is not editable.
Database Field: ERPh_SOOrderHeader.OriginTransID
This field displays the total 'Program Amt.' of all line items on the transaction that qualify for the programone 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. Insert excerpt Def - Other Accrual Amt. Def - Other Accrual Amt. 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_SPProgramSettlementItem.ComputedAmount
Identifies the actual cost of all items on the transaction. 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.
Insert excerpt Def - Product Cost Amt. Def - Product Cost Amt. nopanel true
Database Fields: ERPh_SOOrderItem.OrderItemActualCost, ERPx_IMLotCostHistory.Cost, ERPx_IMLotBalance.LotSK
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Database Field: ERPh_SOOrderHeader.PurchaseOrder
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. This is a calculated field and may be edited from the Sales Program Details Record View. Insert excerpt Def - Rebate Amt. Def - Rebate Amt. nopanel true
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
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Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPh_SOOrderHeader.InsideSalespersonSK
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Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPh_SOOrderHeader.SalesPersonSK
Displays the destination City and State where the order will be shipped to. 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.
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, ERPh_SOOrderHeader.ShipCity, ERPh_SOOrderHeader.ShipState
Displays the Country the order 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.
Insert excerpt Def - Address - Country Def - Address - Country nopanel true
Database Fields: ERPx_ARCustomerAddress.Country, ERPh_SOOrderHeader.ShipCountry
Displays the phone number at the address where the order 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.
Insert excerpt Def - Address - Phone 1 Def - Address - Phone 1 nopanel true
Database Fields: ERPx_ARCustomerAddress.Phone1, ERPh_SOOrderHeader.ShipPhone1
Database Fields: ERPh_LMLoadHeader.ActualShipDate, ERPh_SOOrderHeader.ActualShipDate
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Database Fields: ERPx_MFSite.SiteID, ERPh_SOOrderHeader.SiteSK
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Database Fields: ERPx_MFSite.SiteName, ERPh_SOOrderHeader.SiteSK
This comes from the 'Status' on the 'Home' tab of the Sales Transaction Record View. It is not editable. Insert excerpt Status Status nopanel true
The Statuses that apply to transactions in this Inquiry include: Insert excerpt Def - Status Def - Status nopanel true
Insert excerpt Def - Status - Posted Def - Status - Posted nopanel true
Insert excerpt Def - Status - Void Def - Status - Void nopanel true
Database Fields: ERPx_SOOrderStatus.OrderStatusName, ERPh_SOOrderHeader.OrderStatusSK
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Database Field: ERPx_SOOrderTypeDocument.DocumentID
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. Insert excerpt Doc Date Doc Date nopanel true
Database Field: ERPh_SOOrderHeader.OrderDate
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Database Field: ERPx_SOOrderType.OrderTypeName
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Database Field: ERPh_SOOrderHeader.OrderID
Units
Identifies the sum of all the Line Items allocated 'Units', formatted to 2 decimal places. This is a calculated field that is not editable.
Database Field: ERPh_SOOrderHeader.AllocatedUnits
Identifies the sum of all the Line Items Ordered 'Units', formatted to 2 decimal places. This is a calculated field that is not editable.
Database Field: ERPh_SOOrderHeader.OrderedUnits
Weight
Identifies the sum of all the Line Items allocated 'Weight', formatted to 2 decimal places. This is a calculated field that is not editable.
Database Field: ERPh_SOOrderHeader.AllocatedWeight
Identifies the sum of all the Line Items Ordered 'Weight', formatted to 2 decimal places. This is a calculated field that is not editable.
Database Field: ERPh_SOOrderHeader.OrderedWeight
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