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Def - Sales Transactions
Def - Sales Transactions
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 The purpose of this inquiry is to display 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.

(lightbulb) 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

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 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 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] (column is not visible in the grid, but may still be searched on)
  • Item: [Item ID] or [Item Description] (columns are not visible in the grid, but may still be searched on)
  • 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 Details

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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More Actions

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More Actions - Global 3.0
More Actions - Global 3.0
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  • RV: Transaction: opens the Transaction Record View in a new tab.
  • RV: Void & Correct: opens the Void & Correct page where users can Void or Void & Correct an Order.  Note: This option is only available for Order type transactions.
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, ERPh_SOOrderHeader.ShipAddressSK

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.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 

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Attention To
Attention To
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This can be edited by clicking 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.AttentionToERPh_SOOrderHeader.ShipAttentionTo

Brokerage Amt.

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Def - Brokerage Amt.
Def - Brokerage Amt.
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This field displays the total 'Program Amt.' of all line items on the transaction that qualify for the program. This field one or more related Brokerage programs. This 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 - Default
Carrier - Default
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This comes from the 'Carrier' field on the 'Home' tab of the Sales Transaction Record View. This field is not editable.

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

Created

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Created
Created
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Database Field: ERPh_SOOrderHeader.CreatedDate

Created By

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Created By
Created By
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Database Field: ERPh_SOOrderHeader.CreatedBy

Currency Cost Amt.Currency

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Currency

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

comes from the 'Currency' associated with the Customer

field displays the total cost of all inventory line items on the transaction. This

field

is not

editable. Insert excerptDef -

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: ERPh_SOOrderHeader.ExtendedCostAmount

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.

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Def - Freight Amt.

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

(SO)
Def - Freight Amt. (SO)
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 This is not required. This can be edited by updating the 'Freight Rate', 'Surcharge %' or 'Other Charges' fields on the Shipment Details Record View . This is a calculated field and not stored in the database.
Insert excerptDef - Freight Amt. (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.

Database Field: ERPh_SOOrderHeader.FreightAccrualAmount

Freight Terms

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

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Def - Freight Terms
Def - Freight Terms
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Database Fields: ERPh_SOOrderHeader.SOFreightTermsEN, ERPx_SOFreightTerms.Description

Gross Margin Amt.

Identifies the profit amount, using only product costs, on the transaction. This field is not required and not stored in the database. This field may be edited by editing any of the fields used in calculating this amount.

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Def - Gross Margin Amt.
Def - Gross Margin Amt.
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Gross Margin Pct.

Identifies the percentage of profit, using only product costs, on the transaction. This field is not required and not stored in the database. This field may be edited by editing any of the fields used in calculating this amount.

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Def - Gross Margin Pct.
Def - Gross Margin Pct.
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Last Updated

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Last Updated
Last Updated
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Database Field: ERPh_SOOrderHeader.LastUpdated

Last Updated By

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

Multiple ShipmentsIdentifies if the transaction has more than one shipment. This field is not required and is not stored in the database. It displays as "Yes" if there are multiple shipments or blank if there are not multiple shipments. This field is not editable.Net Margin Amt.

Identifies the final profit amount on the transaction. This field is not required and not stored in the database. This field may be edited by editing any of the fields used in calculating this amount.

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Def - Net Margin Amt.
Def - Net Margin Amt.
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Net Margin Pct.

Identifies the percentage of final profit on the transaction. This field is not required and not stored in the database. This field may be edited by editing any of the fields used in calculating this amount.

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Def - Net Margin Pct.
Def - Net Margin Pct.
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Original Transaction

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

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 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.

(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 total allocated units versus total ordered units. This is a calculated field that is not stored in the database. This field is not editable.
Pct. Filled WeightIdentifies the percentage of total allocated weight versus total ordered weight. This is a calculated field that is not stored in the database. This field is not editable.
Product Cost Amt.

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.

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Def - Product Cost Amt.
Def - Product Cost Amt.
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Database Fields: ERPh_SOOrderItem.OrderItemActualCost, ERPx_IMLotCostHistory.Cost, ERPx_IMLotBalance.LotSK

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.' 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.

(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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Def - Salesperson - Inside
Def - Salesperson - Inside
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Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPh_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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Def - Salesperson - Outside
Def - Salesperson - Outside
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Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPh_SOOrderHeader.SalesPersonSK

Ship City/State

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.

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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, ERPh_SOOrderHeader.ShipCity, ERPh_SOOrderHeader.ShipState

Ship Country 

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.

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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 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.

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

ShippedIdentifies the date the 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

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Site ID
Site ID
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 This comes from the 'Site' field on the 'Home' 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_SOOrderHeader.SiteSK

Site Name

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Site Name
Site Name
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This comes from the 'Site' field on the 'Home' 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_SOOrderHeader.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

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. 

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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 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 

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Transaction ID
Transaction ID
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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 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

Units - Ord.

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

Weight - Ord.

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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