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- Quotes: transactions used to give an estimate for a potential order by adding items, quantities and associated prices. Quantities entered may affect inventory if the item has been allocated. However, Quotes do not create journal entries, cannot be assigned contracts and do not generate invoices. When the Status of a Sales Quote is set to "Approved", it becomes a Sales Order transaction.
- Returns: Transactions that allow users to quickly generate returns against Posted Invoices without the risk of returning items and/or lots that were never sold or returning more than was sold.
- Price Adjustments: transactions that allow users to generate price adjustments against Posted Invoices.
This record view also contains columns for each Attribute that is set up for the 'Sales Order Item' 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 Item attributes are not included in the help documentation.
Software Version: 2023.1011.31 30 and newer
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Each Transaction Type (Quote, Order, Return, or Price Adjustment) with only a single Transaction Class will be displayed as just the Transaction Type Name (e.g. Order). Each Transaction Type with more than one Transaction Class will be displayed as Transaction Type Name-Transaction Class Name (e.g. Order-Fresh). The base list of Transaction Types includes:
Note: The Transaction Class will display after the Transaction Type if there is more than one Transaction Class for the Transaction Type. | ||||||||||||||||
| Notes |
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Save |
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| Save & Close |
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Home Tab
| Order #: [Transaction ID] Ship To: [Customer Address Name] [Address 1] [Address 2] [Address 3] [City], [State] [ZIP] | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Fields | Description | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Actual Ship | Displays the actual date the order was shipped, formatted from the users 'Date Format' preference. This is a date picker that is required to save a transaction in a Status of 'Approved' and 'Ready To Post'. It is editable while the transaction is in a Status less than 'Shipped'. If missing, the message "Actual Ship is required when marking an order as Shipped, Approved, or Ready to Post." will be displayed on Save. If entered, it must be on or after the Order Date, else the message "Actual Ship Date must be on or after Order Date." will be displayed on Save. Database Field: ERPx_SOOrderHeader.ActualShipDate | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Avail. Credit |
This field is for informational use only, cannot be edited and is not stored in the database. Note - The 'Customer Info' tab on the Find Items / Find Items with Balances Record View also displays the customer's credit limit and available credit percentage. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Avail. Credit % | Displays the current Available Credit as a percentage. This is a non-editable numeric text box that is not required. This information is only displayed when the ‘Credit Limit Option‘ on the customer record is set to ‘Specific Amount’ and the transaction status is less than 'Ready to Post'. This value is automatically updated when items are entered on the page and ‘Save’ toolbar icon is clicked. This information is for informational use only and cannot be edited. This field is color coded as follows:
This field is for informational use only, cannot be edited and is not stored in the database. Note - The 'Customer Info' tab on the Find Items / Find Items with Balances Record View also displays the customer's credit limit and available credit percentage. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Carrier |
This defaults in the following sequence:
This is editable while the transaction is in a Status less than 'Shipped'. However, it is always disabled on Price Adjustment transactions. If required and missing, the message "Carrier is required." will be displayed on Save.
This lookup contains a list of all active Carriers. Database Fields: ERPx_SOCarrier.CarrierName, ERPx_SOOrderHeader.CarrierSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Credit Limit | Displays the credit amount assigned to the Customer. This is a non-editable numeric text box that is not required. This information is only displayed when the ‘Credit Limit Option‘ on the customer record is set to ‘Specific Amount’. This field is for informational use only and cannot be edited on this page but is always editable on the 'Credit Amount' property of the Customer master file (when the Credit Limit Option is set to Specific Amount). Database Fields: ERPx_ARCustomer.CreditLimitAmount, SOOrderHeader.CustomerSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Deliver On |
Database Field: ERPx_SOOrderHeader.ScheduledDeliveryDate | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Hold Code |
This lookup contains a list of all Hold Codes where the 'Transaction Type' property is "Order". Database Fields: ERPx_MFHoldCode.HoldCode, ERPx_SOOrderHeaderHold.HoldCodeSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Order Date |
Database Field: ERPx_SOOrderHeader.OrderDate | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Purchase Order |
There is validation based on how the Sales Preference "Allow Duplicate PO Numbers" is set:
Database Field: ERPx_SOOrderHeader.PurchaseOrder | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Ship By |
Database Field: ERPx_SOOrderHeader.ScheduledShipDate | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Site |
This lookup contains a list of all active Sites where the 'Visible to Sales' property is set to "Yes". Database Fields: ERPx_MFSite.SiteID, ERPx_SOOrderHeader.SiteSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Status |
Database Fields: ERPx_SOOrderStatus.OrderStatusName, ERPx_SOOrderHeader.OrderStatusSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Workflow |
This lookup contains a list of all user specified Workflow Group Steps for the associated Sales Order Transaction Type. Database Fields: ERPx_MFWorkflow.WorkflowName, ERPx_SOOrderHeader.WorkflowSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
A split button that allocate lots by the following methods:
- Allocate by Inventory Lot: Opens the Allocate by Inventory Lot Record View and displays a grid with the unique combination of Item, Production Batch, Warehouse Lot, Site and Owner.
- Allocate by Warehouse Lot: Opens the Allocate by Warehouse Lot Record View and displays a grid with the unique combination of Item, Warehouse Lot and Owner.
If the transaction has multiple shipments for different Sites, when users select one of these options the message "Items are assigned to different sites. Please select only items assigned to the same site." will be displayed. Users can select a line item/s for the same site and then select one of these options to allocate the items.
A split button that find items by the following methods:
- Find Items - Allow for adding items to sales transactions when allocations will be done at a later time.
- Find Items with Balances - Allow for adding items to sales transactions, while showing item balances, when allocations will be done at a later time.
- Find Lots - Allow for adding and allocating items in a single step.
- IQ: Sales Item History - Opens the Sales Item History Inquiry in a new tab/window for the selected Item(s) ordered on posted sales transactions in the past 90 days for the corresponding Customer. If no Item(s) is selected the inquiry opens filtered for all Items for the associated customer. Note: This is only visible on Quote and Order type transactions.
- Substitution - Opens the Sales Order Item Substitution Record View for users to view, update and delete substitution item(s) that can be used in place of an ordered item. Users may add substitution items directly to the sales transaction using this Record View.
Identifies the GL Account and Account Description for the line item. This is an editable textbox that is not required. It defaults to the Sales GL Account for the corresponding line item if one is setup on the Item master file, else it defaults to blank. It is editable until the transaction is in a status of 'Approved', 'Ready To Post' or 'Posted'.
The Account can be updated by entering a new account segment value along with the separator to quickly replace an account with a new account value (for example an account in the same division but different department), or search for an account based on the account segment(s) entered. For example, if the line item Account displays ‘1000-111-10 - Sales: Pacific Cod’ and a user enters '-12' and an active account number '1000-111-12' exists, the Account field will be automatically updated to display the new account number and account description.
Additionally, the "Account Segment for Quick Replacement" preference in Financial > Configuration > Preferences can be set for the most commonly replaced Account Segment to allow for the account to be updated automatically based on the segment value entered without the segment separator.
For example:
- The Account Format in NorthScope is setup with three segments, broken down as follows: Segment 1 = "Account" and is 4 digits long, Segment 2 = "Division" and is 3 digits long and Segment 3 = "Department" and is 2 digits long.
- Account Segment for Quick Replacement Financial Preference is set to ‘3 - Department’
- User opens Sales Transaction Record View with a line item Account of ‘1000-111-10 - Sales: Pacific Cod’
- User deletes Sales GL Account content and types in ‘12’
- NorthScope uses the entry of ‘12’ combined with the Account Segment for Quick Replacement preference of ‘3 - Department’ to determine the ‘12’ is referencing the department segment of the GL Account and does one of two things:
- Defaults the Sales GL Account to the only account that matches, if there’s only one, reading “1000-111-12 – [Account Description]”
- Displays the Account Lookup with all the Accounts available that match the value entered for the user to select the correct account
Note: Users may only replace an account with active accounts that are set to 'Open to SO' in the GL Accounts master file.
Note: This field is always disabled on negative lines of a Price Adjustment transaction.
Database fields: ERPx_GLAccount.AccountNumber - ERPx_GLAccount.Description, ERPx_SOOrderItem.AccountSK
Displays the Actual Cost assigned to the item or lot. This is a non-editable text box that is not required. It defaults as "0.00000". If there is an Actual Cost associated with the item, this field is calculated as [Quantity] x [Actual Cost], where Quantity comes from the 'Cost UOM' of a single unit (or weight equivalent) on the 'Properties' tab of the Item Record View. For example, if the 'Cost UOM' of an item is "Cases", then the calculated Actual Cost would be [1] x [Actual Cost]. If the 'Cost UOM' of an item is "Lbs", then the calculated Actual Cost would be [Weight per 1 unit] x [Actual Cost]. It is editable from the 'Actual Cost' field on the 'Properties' tab of the Item Record View.
Database Field: ERPx_IMItem.CurrentCost
Identifies the extended amount of the line item based on allocated quantities. This is a non-editable text box that is required. This field defaults as "0.00" and is calculated as [Allocated Quantity] x [Price], where Allocated Quantity is either 'Units' if the 'Price UOM' is unit-based or 'Weight' if the 'Price UOM is weight-based. This field can be updated by changing allocated quantities or the 'Price' field.
Database Field: ERPx_SOOrderItem.AllocatedAmount
Identifies the extended amount of the line item based on the ordered quantities. This is a non-editable text box that is required. This field defaults as "0.00" and is calculated as [Ordered Quantity] x [Price], where Ordered Quantity is either 'Units - Ord.' if the 'Price UOM' is unit-based or 'Weight - Ord.' if the 'Price UOM is weight-based. This field can be updated by changing ordered quantities or the 'Price' field.
Database Field: ERPx_SOOrderItem.OrderedAmount
Displays the required certification(s) for the line item. This is a multi-select lookup that is not required. When additional line items are added, any 'Default Certification' values in the 'Properties' tab that are checked are automatically selected for the line item. Else, this field defaults as blank. This field is editable while the transaction is in a Status less than 'Approved' or when the line item has been allocated, whichever occurs first. This field is always disabled for Price Adjustment and Return transactions.
This lookup contains a list of all selected Lot Certifications for the line item on the Item Record View where the Lot Certification Type is "Item Only" or "Item & Site'.
Any new certifications that are selected/ removed from the 'Default Certification' field will only apply to new items added to the order and will not update existing items.
Database Fields: ERPx_IMCertification.Certification, ERPx_SOOrderItemCertification.CertificationSK , ERPx_SOOrderItem.OrderItemSK
Identifies the sales contract the line item is associated with. This is a single-select standard lookup that is not required. It defaults as blank and is sometimes editable. This field is editable while the transaction is in a Status less than 'Approved'. However, this field is always disabled on Sales Quote and Price Adjustment transactions.
This lookup contains a list of all Contracts where the Customer on the Contract is equal to the Customer on the transaction and the transaction Order Date falls within the Contract Start/End date.
Shipments Tab
Fields | Description | |||||||||||||||||
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| BOL |
Database Field: ERPx_LMLoadTransaction.BOL | |||||||||||||||||
Carrier | Identifies the Carrier Name of the first leg of the shipment. This is conditionally editable for Quote and Order type transactions based on the following rules and is sometimes required. This field is required when the Transaction Class property 'Require Carrier for New Transactions' is set to "Yes", else the message "Carrier is required on Shipments." will be displayed on Save. on Save.
This field is never editable on Price Adjustments or Returns and on Sales Quote and Order transactions with a single shipment.
Database Fields: ERPx_SOCarrier.CarrierName, ERPx_SOOrderItem.CarrierSK | |||||||||||||||||
| Deliver On | Freight Terms | |||||||||||||||||
| Insert excerpt | Def - Freight Terms | Def - Freight Terms | ||||||||||||||||
| nopanel | true | GL Date | Displays GL Date for the invoice associated with the shipment. This is a date pickerIdentifies the date the shipment is scheduled to leave the Site, formatted from the users 'Date Format' preference. This is conditionally editable for Quote and Order type transactions based on the following rules:
This field is never editable on Price Adjustments or Returns and on Sales Quote and Order transactions with a single shipment. Insert excerpt | | Def - Carrier | Def - Carrier | ||||||||||||
| nopanel | true | |||||||||||||||||
| Deliver On | Identifies the date the shipment is scheduled to leave the Site, formatted from the users 'Date Format' preference. This is conditionally editable for Quote and Order type transactions based on the following rules:
This field is never editable on Price Adjustments or Returns and on Sales Quote and Order transactions with a single shipment. Database Field: ERPx_LMLoadHeader.ScheduledArrivalDate | |||||||||||||||||
| Export Details | Displays a link to the Export Details Record View. This is a hyperlink that is visible for all shipments with a Shipment ID. Clicking the link opens the Export Details Record View on top of the existing frame, allowing edit of additional information regarding the shipment container. This hyperlink is always enabled. This field is never editable and not stored in the database. | |||||||||||||||||
| Freight Amt. | Identifies the total "delivered freight" amount that will be accrued in the GL for the shipment. This a non-editable text box that is not required. It defaults as the total freight amount for all legs associated with the shipment on the Shipment Details Record View. This is a calculated field that is not editable. Database Fields: ERPx_LMLoadTransaction.TotalFreight | |||||||||||||||||
Database Field: ERPx_LMLoadHeader.ScheduledArrivalDate | ||||||||||||||||||
| Export Details | Displays a link to the Export Details Record View. This is a hyperlink that is visible for all shipments with a Shipment ID. Clicking the link opens the Export Details Record View on top of the existing frame, allowing edit of additional information regarding the shipment container. This hyperlink is always enabled. This field is never editable and not stored in the database. | |||||||||||||||||
| Freight Amt. | Identifies the total "delivered freight" amount that will be accrued in the GL for the shipment. This a non-editable text box that is not required. It defaults as the total freight amount for all legs associated with the shipment on the Shipment Details Record View. This is a calculated field that is not editable. Database Fields: ERPx_LMLoadTransaction.TotalFreight | |||||||||||||||||
| Freight Terms | Identifies the freight terms assigned to the shipment. This is a single-select standard lookup that is only required if the transaction's Transaction Class property 'Require Freight Terms' is set to "Yes". It defaults from the 'Freight Terms' selected on the Select Ship-To page. This is always editable for non-logistics shipments while the transaction is in a Status less than 'Approved'. If required and missing, the message "Freight Terms are required for orders in the Transaction Class of [Transaction Class]. Please open the shipment from the Shipment tab to add any missing freight terms." will be displayed on Save. For logistics shipments, this field can be edited from the 'Freight Terms' field in the 'Order Freight Cost' tab of the Load Record View. This field is always disabled on Sales Quote transactions.
This lookup contains a list of all 'Active' Freight Terms. Database Fields: ERPx_SOFreightTerms.Name, ERPx_LMLoadTransaction.SOFreightTermsEN | |||||||||||||||||
| GL Date | Displays GL Date for the invoice associated with the shipment. This is a date picker that is required for the transaction to be saved in a status of 'Approved' or greater. It defaults as blank. If blank and the transaction is saved in a status of 'Approved', then this date will default from the 'Invoiced' date for the associated shipment. This field is always editable for the first sequenced shipment while the transaction is in a Status less than 'Approved'. For subsequent shipments this value will default from the first sequenced shipment and is never editable. Shipments need to be invoiced prior to entering a GL Date. If the 'Invoiced' date is missing, then the message "A GL Date may not be saved until the shipment has been invoiced." will be displayed on Save. The date selected must reside within an open fiscal period, else the message "The 'Shipments Tab - GL Date' for one or more shipments is not in an open Fiscal Period."will be displayed when the transaction is saved in a status of 'Ready to Post'. This field is always disabled on Sales Quote transactions. If the 'Single Date Management' property on the associated transaction class is set to "Yes", then this will default from the 'Order Date' field on the 'Home' tab of the Sales Transaction Record View. Database Field: ERPx_SOInvoiceHeader.GLDate | |||||||||||||||||
| Invoice # |
Shipped' and greater. It defaults as blank. On Sales Order transactions, if this field is blank when the Status of the transaction is saved as 'Approved', then the Invoice # will be automatically generated based on the transaction's Transaction Class property 'Get Next Invoice Number From'. On Return and Price Adjustment transactions, this field will append the 'Document Prefix' property on the associated transaction class to the original Invoice #. This is only editable for the first sequenced shipment while the transaction is in a Status less than 'Approved'. For subsequent shipments this value will default from the first sequenced shipment and is never editable. This field is always blank and disabled on Sales Quote transactions If the 'Single Date Management' property on the associated transaction class is set to "Yes", then this will default from the 'Order Date' field on the 'Home' tab of the Sales Transaction Record View. Database Field: ERPx_SOInvoiceHeader.GLDate | Invoice # |
Invoice Number | Invoice Number | nopanel | true |
Database Field: ERPx_SOInvoiceHeader.InvoiceNumber | |||||||||||
| Invoiced | Identifies the date the shipment was invoiced, formatted from the users 'Date Format' preference. This is a date picker that is required for the transaction to be saved in a status of ' ShippedApproved' and greater. It defaults as blank. On Sales Order transactions, if this fieldis blank when the Status of the transaction is saved as 'Approved', then the Invoice #'Invoiced' date will be automatically generatedpopulated based on the transaction's Transaction Class property'Get Next Invoice Number From'.property 'How Invoice Dates Are Assigned'. However if the 'How Invoice Dates Are Assigned' property for the associated transaction class is set to "Manually Assigned", the message "Invoice Date must not be blank." will be displayed on Save. On Return and Price Adjustment transactions, this field will append the 'Document Prefix' property on the associated transaction class to the original Invoice #. This is only editabledoes not have the option to be automatically populated and if blank, the message "Invoice Date must not be blank" will be displayed on Save. This field is only editable for the first sequenced shipment while the transaction is in a Status less than 'Approved'. For subsequent shipments this value will default from the first sequenced shipment and is never editable. This field is always blank and disabled on Sales Quote transactions, as Sales Quote transactions never generate invoices. Database Field: ERPx_SOInvoiceHeader. Additional info on regarding this field can be found in this FAQ: How are Invoice Dates and Invoice Numbers assigned?InvoiceDate | |||||||||||||||||
| Legs | Displays the total number of legs configured for the Shipment. This is a non-editable text box that is required. It defaults as 0 if the shipment does not have a Shipment ID. It defaults as 1 once a shipment ID has been created. This field is for informational use only and is not editable. It can be updated by adding a new leg on the Shipment Details Record View. Database Field: ERPx_ SOInvoiceHeaderLMLoadTransaction. InvoiceNumberCountofLegs | |||||||||||||||||
| InvoicedShip By | Identifies the date the shipment was invoicedis scheduled to leave the Site, formatted from the users 'Date Format' preference. This is a date picker that is required for the transaction to be saved in a status of 'Approved' and greater. It defaults as blank. On Sales Order transactions, if this is blank when the Status of the transaction is saved as 'Approved', then the 'Invoiced' date will be automatically populated based on the transaction's Transaction Class property 'How Invoice Dates Are Assigned'. However if the 'How Invoice Dates Are Assigned' property for the associated transaction class is set to "Manually Assigned", the message "Invoice Date must not be blank." will be displayed on Save. On Return and Price Adjustment transactions, this field does not have the option to be automatically populated and if blank, the message "Invoice Date must not be blank" will be displayed on Save. This field is only editable for the first sequenced shipment while the transaction is in a Status less than 'Approved'. For subsequent shipments this value will default from the first sequenced shipment and is never editable. This field is always blank and disabled on Sales Quote transactions, as Sales Quote transactions never generate invoices. Database Field: ERPx_SOInvoiceHeader.InvoiceDate | Legs | Displays the total number of legs configured for the Shipment. This is a non-editable text box that is required. It defaults as 0 if the shipment does not have a Shipment ID. It defaults as 1 once a shipment ID has been created. This field is for informational use only and is not editable. It can be updated by adding a new leg on the Shipment Details Record the users 'Date Format' preference. This is conditionally editable for Quote and Order type transactions based on the following rules:
This field is not editable when the shipment is a logistics shipment or a single shipment. This field is always disabled on Price Adjustment and Returns transactions. Database Field: ERPx_LMLoadHeader.ScheduledShipDate | |||||||||||||||
| Shipment |
Database Field: ERPx_ LMLoadHeader. LoadID | |||||||||||||||||
| Ship By | Identifies the date the shipment is scheduled to leave the Site, formatted from the users 'Date Format' preference. This is conditionally editable for Quote and Order type transactions based on the following rules:
This field is not editable when the shipment is a logistics shipment or a single shipment. This field is always disabled on Price Adjustment and Returns transactions. Database Field: ERPx_LMLoadHeader.ScheduledShipDate | |||||||||||||||||
| Shipment | ||||||||||||||||||
| Insert excerpt | Shipment ID | Shipment ID | ||||||||||||||||
| nopanel | true | Shipment Notes | Displays a link to the Notes dialog box. This is a hyperlink that is required for all shipments with a Shipment ID. Clicking the link opens the Notes dialog box, filtered for the appropriate Note Type(s). From here, users can add, review, or edit Notes associated with the shipment. This hyperlink is always enabled. This field is never editable and not stored in the databaseShipment Notes | Displays a link to the Notes dialog box. This is a hyperlink that is required for all shipments with a Shipment ID. Clicking the link opens the Notes dialog box, filtered for the appropriate Note Type(s). From here, users can add, review, or edit Notes associated with the shipment. This hyperlink is always enabled. This field is never editable and not stored in the database.
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| Shipment Status | Identifies the status of the shipment. This is a non-editable text box that is required. This field defaults 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 is a non-editable text box that is required for the transaction to be saved in a status of 'Approved' or greater. It defaults as blank. On Sales transactions with single shipments, this defaults from the 'Actual Ship' field in the 'Home' tab of the Sales Transaction Record View and is disabled. On logistic shipments, this field defaults from the 'Actual Ship' field on the 'Load Plan' tab of the Loads Record View. This field is always disabled on Sales Quote transactions. Database Fields: ERPx_LMLoadHeader.ActualShipDate, ERPx_SOOrderHeader.ActualShipDate | |||||||||||||||||
| Site Name | Identifies the name of the Site where the shipment will ship from. This is conditionally editable for Quote and Order type transactions based on the following rules:
This field is never editable on Price Adjustments or Returns and on Sales Quote and Order transactions with a single shipment.
| Notes
| Notes
| Shipment Status Database Fields: ERPx_MFSite.SiteName, ERPx_LMLoadHeader.SiteSk | ||||||||||||||
| Tracking # | Identifies the | status of tracking number associated with the shipment | . This (s) on the order. This is a | non-editable text box that is not required. | This field It defaults 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 editableblank and is always editable for non-logistic shipments while the transaction is in a Status less than 'Approved'. This field is always disabled on Sales Quote transactions. If entered, it must be <=100 characters. Database Field: | ERPxERPx_ | LMLoadHeader.LoadStatusSKShipped | Identifies the date the shipment left the site, formatted from the users 'Date Format' preferenceLMLoadTransaction.TrackingNumber |
Properties Tab
Fields | Description |
|---|---|
| Group: 1 | |
| Default Certification | Identifies the certification(s) to be applied to the line items on the transaction. This is a |
multi-select lookup that is |
not required. It defaults from the ' |
Default SO Certification' field |
on the ' |
Properties' tab of the |
Customer Record View |
. When additional line items are added, any 'Default Certification' values that are checked are automatically selected for the line item. This field is editable while the transaction is in a Status less than 'Approved'. This field is always disabled on Return transactions. This lookup contains a list of all active Lot Certifications.
Database Fields: ERPx_ |
Identifies the name of the Site where the shipment will ship from. This is conditionally editable for Quote and Order type transactions based on the following rules:
- If this is the first sequenced Shipment in the grid the Site Name will default from the 'Site' field on the 'Home' tab of the Sales Transaction Record View and is not editable.
- If this is not the first sequenced Shipment, the Site Name will be editable until the transaction is saved in a status of Shipped or greater. This value is required, if missing the message "Site is required on Shipments" will be displayed on Save.
This field is never editable on Price Adjustments or Returns and on Sales Quote and Order transactions with a single shipment.
Database Fields: ERPx_MFSite.SiteName, ERPx_LMLoadHeader.SiteSk
IMCertification.Certification, ERPx_SOOrderHeaderCertification.CertificationSK , ERPx_SOOrderHeader.OrderHeaderSK | |||||||||||||||||||||||||
| Salesperson - Inside |
This lookup contains a list of all 'Active' Salespeople where the 'Type' property is "Inside Sales". Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPx_SOOrderHeader.InsideSalespersonSK | ||||||||||||||||||||||||
| Salesperson - Outside |
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Database Field: ERPx_LMLoadTransaction.TrackingNumber
Properties Tab
Fields | Description | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Group: 1 | ||||||||||||||||||||||||||
| Default Certification | Identifies the certification(s) to be applied to the line items on the transaction. This is a multi-select lookup that is not required. It defaults from the 'Default SO Certification' field on the 'Properties' tab of the Customer Record View. When additional line items are added, any 'Default Certification' values that are checked are automatically selected for the line item. This field is editable while the transaction is in a Status less than 'Approved'. This field is always disabled on Return transactions. This lookup contains a list of all active Lot Certifications.
Database Fields: ERPx_IMCertification.Certification, ERPx_SOOrderHeaderCertification.CertificationSK , ERPx_SOOrderHeader.OrderHeaderSK | |||||||||||||||||||||||||
| Salesperson - Inside |
Salesperson - Inside | Salesperson - Inside | nopanel | true |
This lookup contains a list of all 'Active' Salespeople where the 'Type' property is "Outside Sales". Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPx_SOOrderHeader.SalesPersonSK | |||||||||||||||||||||
| Freight Purchase Order | A system assigned value to identify whether a Freight Purchase Order is applicable / allowed and if it has been created or not.
Database Field: ERPx_SOOrderHeader.FreightPOEN | |||||||||||||||||||||||||
| Group: 2 | ||||||||||||||||||||||||||
| Payment Terms | Identifies the Payment Terms associated with the transaction. This is a single-select standard lookup that is sometimes not required. It is required to Approve or Post when the transaction's defaults from the associated Transaction Class property 'Require Inside Salesperson for Posting' is set to "Yes". For all other transaction types, this field is not required. If required and missing, the message "[Transaction ID]: Inside Salesperson is required." will be displayed on Save. It defaults from the "Inside Salesperson" property for the Ship To Customer Address and 'Default Payment Terms' property, else it defaults from the 'Payment Terms' field on the 'Properties' tab of the associated Customer Record View. This is editable while the transaction is in a Status less than 'Approved'.
Def - Salesperson - Inside | nopanel | true | This lookup contains a blank value, the current assigned value, and a list of all the 'Active' Salespeople where the 'Type' property is "Inside Sales"Payment Terms. Linked Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, Field: ERPx_SOOrderHeader.InsideSalespersonSK | Salesperson - Outside |
Salesperson - Outside | Salesperson - Outside | nopanel | true | | ||||||||||||||||
| Discount Days | This is a numeric textbox that identifies the Discount Days associated with the Payment Terms. This defaults to the number of Discount Days associated with the Payment Terms assigned to the transaction but can be overwritten while the transaction is in a status less than Approved. This value must be greater than or equal to 0 and is used to calculate the Discount Date for the corresponding transaction. If the Payment Term does not have Discounts associated with it, this defaults to blank and is not editable.
Database Field: ERPx_SOOrderHeader.DiscountDays | |||||||||||||||||||||||||
| Due Days | This is a numeric textbox that identifies the Due Days associated with the Payment Terms. This defaults to the number of Due Days associated with the Payment Terms assigned to the transaction but can be overwritten while the transaction is in a Status less than 'Approved'. Def - Salesperson | Def - Salesperson | nopanel | truestatus less than Approved. This value must be greater than or equal to 0 and is used to calculate the Due Date for the corresponding transaction.
Database Field: ERPx_SOOrderHeader.DueDays | ||||||||||||||||||||||
| Group: 3 | ||||||||||||||||||||||||||
| Transaction Class | Payment Terms | Def - Salesperson - Outside Def - Salesperson - Outside |
Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPx_SOOrderHeader.SalesPersonSK | |||||||||||||||||||||||
| Freight Purchase Order | A system assigned value to identify whether a Freight Purchase Order is applicable / allowed and if it has been created or not.
Database Field: ERPx_SOOrderHeader.FreightPOEN | |||||||||||||||||||||||||
| Group: 2 | ||||||||||||||||||||||||||
Identifies the Payment Terms associated with the transaction. This is a single-select standard lookup that is not required. It defaults from the associated Transaction Class 'Default Payment Terms' property, else it defaults from the 'Payment Termsa non-editable text box that is required. It defaults from the 'Transaction Class' value selected by the user when the transaction was created and/or edited on the Select Ship-To page when the sales order or sales quote was created. It is never editable once a transaction has been created.
Database Field: ERPx_SOOrderType.DocumentID | ||||||||||||||||||||||||||
| Transaction ID |
Database Field: ERPx_SOOrderHeader.OrderID | |||||||||||||||||||||||||
| Customer ID |
Database Fields: ERPx_ARCustomer.CustomerID, ERPx_SOOrderHeader.CustomerSK | |||||||||||||||||||||||||
| Bill to Address ID |
This lookup contains a blank value, the current assigned value, and a list of all the 'Active' Payment Terms. Linked Database Field: Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.PaymentTermsSK | |||||||||||||||||||||||||
| Discount Days | This is a numeric textbox that identifies the Discount Days associated with the Payment Terms. This defaults to the number of Discount Days associated with the Payment Terms assigned to the transaction but can be overwritten while the transaction is in a status less than Approved. This value must be greater than or equal to 0 and is used to calculate the Discount Date for the corresponding transaction. If the Payment Term does not have Discounts associated with it, this defaults to blank and is not editable.
Database Field: ERPx_SOOrderHeader.DiscountDays | |||||||||||||||||||||||||
| Due Days | This is a numeric textbox that identifies the Due Days associated with the Payment Terms. This defaults to the number of Due Days associated with the Payment Terms assigned to the transaction but can be overwritten while the transaction is in a status less than Approved. This value must be greater than or equal to 0 and is used to calculate the Due Date for the corresponding transaction.
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| Ship to Address ID | Displays the ID the Ship To Address associated with the Customer on the transaction. This is required. It defaults based on the 'Ship To' address selected on the 'Select Ship To' page. This is editable when the Status is New, Released, or Shipped. The lookup contains the list of 'Active' Address IDs with an Address Type of "Shipping" or "Both" belonging to the Customer assigned to the transaction. Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.ShipAddressSK | |||||||||||||||||||||||||
| Created By |
Database Field: ERPx_SOOrderHeader.CreatedBy | |||||||||||||||||||||||||
| Created |
Database Field: ERPx_SOOrderHeader. DueDays | |||||||||||||||||||||||||
| Group: 3 | ||||||||||||||||||||||||||
| Transaction Class CreatedDate | ||||||||||||||||||||||||||
| Last Updated | Transaction Class Transaction Class |
Database Field: ERPx_SOOrderHeader.LastUpdated | ||||||||||||||||||||||||
| Last Updated By | Def - Transaction Class - General
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Database Field: ERPx ERPx_SOOrderTypeSOOrderHeader.DocumentIDLastUser
Insert excerpt
Insert excerpt Def - Transaction ID - Sales Def - Transaction ID - Sales nopanel true
Insert excerpt
OriginTransID
Identifies the status of the Electronic Document Interchange for the transaction. This is a single-select standard lookup that is required.
Database Fields: ERPx_ARCustomer.CustomerID, ERPx_SOOrderHeader.CustomerSK
Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK
Displays the ID the Ship To Address associated with the Customer on the transaction. This is required. It defaults based on the 'Ship To' address selected on the 'Select Ship To' page. This is editable when the Status is New, Released, or Shipped.
The lookup contains the list of 'Active' Address IDs with an Address Type of "Shipping" or "Both" belonging to the Customer assigned to the transaction.
Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.ShipAddressSK
It defaults to "No EDI". This field is editable while the transaction is in a Status less than 'Approved'. It is disabled if saved in any status other than "No EDI". Additionally, a "(E)" is added to the end of the Transaction ID if the transaction is saved in any status other than "No EDI". This field is for information only.
This lookup contains the values in the EDIOrderStatus Enumeration Class.
Database Field: ERPx_SOOrderHeader.EDIOrderStatusEN
Identifies the unique SK value of the originating transaction. This is a non-editable text box that is required. For Sales Order and Sales Quote transactions, this defaults from the 'Transaction SK' field. For Price Adjustments and Return transactions, this defaults from the 'Transaction SK' field of the original sales order transaction. This is a system assigned value and is never editable.
Database Field: ERPx_SOOrderHeader.MasterNumber
Identifies the Transaction Type associated with the original posted transaction. This is a non-editable text box that is required
Database Field: ERPx_SOOrderHeader.CreatedBy
if the 'Original Transaction ID' field has a value. It defaults from the transaction type selected when the original transaction was created. This field is informational and never editable.
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Database Fields: ERPx_ARTransactionType.TransactionName, ERPx_SOOrderHeader.OriginTransTypeSK
Displays the unique SK value of the Ship To address associated with the Customer on the transaction. This is a non-editable text box that is required. It defaults based on the 'Ship To' value selected on the 'Home' tab. This is a system assigned value and is never editable.
Database Field:
ERPx_SOOrderHeader.
ShipAddressSK
Database Field:
ERPxERPx_SOOrderHeader.
LastUpdatedLast Updated ByOrderHeaderSK
Attributes Tab
Fields | Description | ||||||||||
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| Attributes | Last Updated By
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The Attributes displayed here are setup and assigned in the Attributes section of the Company module (Company → Setup → Attributes → Sales Order).
Database Field: ERPx_SOOrderHeader.LastUser
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Database Field: ERPx_SOOrderHeader.OriginTransID
Identifies the status of the Electronic Document Interchange for the transaction. This is a single-select standard lookup that is required. It defaults to "No EDI". This field is editable while the transaction is in a Status less than 'Approved'. It is disabled if saved in any status other than "No EDI". Additionally, a "(E)" is added to the end of the Transaction ID if the transaction is saved in any status other than "No EDI". This field is for information only.
This lookup contains the values in the EDIOrderStatus Enumeration Class.
Database Field: ERPx_SOOrderHeader.EDIOrderStatusEN
Identifies the unique SK value of the originating transaction. This is a non-editable text box that is required. For Sales Order and Sales Quote transactions, this defaults from the 'Transaction SK' field. For Price Adjustments and Return transactions, this defaults from the 'Transaction SK' field of the original sales order transaction. This is a system assigned value and is never editable.
Database Field: ERPx_SOOrderHeader.MasterNumber
Identifies the Transaction Type associated with the original posted transaction. This is a non-editable text box that is required if the 'Original Transaction ID' field has a value. It defaults from the transaction type selected when the original transaction was created. This field is informational and never editable.
Database Fields: ERPx_ARTransactionType.TransactionName, ERPx_SOOrderHeader.OriginTransTypeSK
Displays the unique SK value of the Ship To address associated with the Customer on the transaction. This is a non-editable text box that is required. It defaults based on the 'Ship To' value selected on the 'Home' tab. This is a system assigned value and is never editable.
Database Field: ERPx_SOOrderHeader.ShipAddressSK
Database Field: ERPx_SOOrderHeader.OrderHeaderSK
Attributes Tab
Page Details
This is editable if the Transaction Class property 'Allow Attribute Edit After Approval' is set to "Yes". |
Page Details
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| Add Item |
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| Allocate Options | A split button that allocate lots by the following methods:
If the transaction has multiple shipments for different Sites, when users select one of these options the message "Items are assigned to different sites. Please select only items assigned to the same site." will be displayed. Users can select a line item/s for the same site and then select one of these options to allocate the items. | ||||||||||||||||
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| Find Items & Lots | A split button that find items by the following methods:
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| Group By Show/Hide |
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| Help |
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| Item Notes |
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| Fields | Description | ||||||||||||||||
| Checkbox |
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| Account | Identifies the GL Account and Account Description for the line item. This is an editable textbox that is not required. It defaults to the Sales GL Account for the corresponding line item if one is setup on the Item master file, else it defaults to blank. It is editable until the transaction is in a status of 'Approved', 'Ready To Post' or 'Posted'. The Account can be updated by entering a new account segment value along with the separator to quickly replace an account with a new account value (for example an account in the same division but different department), or search for an account based on the account segment(s) entered. For example, if the line item Account displays ‘1000-111-10 - Sales: Pacific Cod’ and a user enters '-12' and an active account number '1000-111-12' exists, the Account field will be automatically updated to display the new account number and account description. Additionally, the "Account Segment for Quick Replacement" preference in Financial > Configuration > Preferences can be set for the most commonly replaced Account Segment to allow for the account to be updated automatically based on the segment value entered without the segment separator. For example:
Note: Users may only replace an account with active accounts that are set to 'Open to SO' in the GL Accounts master file. Note: This field is always disabled on negative lines of a Price Adjustment transaction. Database fields: ERPx_GLAccount.AccountNumber - ERPx_GLAccount.Description, ERPx_SOOrderItem.AccountSK | ||||||||||||||||
| Actual Cost | Displays the Actual Cost assigned to the item or lot. This is a non-editable text box that is not required. It defaults as "0.00000". If there is an Actual Cost associated with the item, this field is calculated as [Quantity] x [Actual Cost], where Quantity comes from the 'Cost UOM' of a single unit (or weight equivalent) on the 'Properties' tab of the Item Record View. For example, if the 'Cost UOM' of an item is "Cases", then the calculated Actual Cost would be [1] x [Actual Cost]. If the 'Cost UOM' of an item is "Lbs", then the calculated Actual Cost would be [Weight per 1 unit] x [Actual Cost]. It is editable from the 'Actual Cost' field on the 'Properties' tab of the Item Record View.
Database Field: ERPx_IMItem.CurrentCost | ||||||||||||||||
| Amount | Identifies the extended amount of the line item based on allocated quantities. This is a non-editable text box that is required. This field defaults as "0.00" and is calculated as [Allocated Quantity] x [Price], where Allocated Quantity is either 'Units' if the 'Price UOM' is unit-based or 'Weight' if the 'Price UOM is weight-based. This field can be updated by changing allocated quantities or the 'Price' field. Database Field: ERPx_SOOrderItem.AllocatedAmount | ||||||||||||||||
| Amount - Ord. | Identifies the extended amount of the line item based on the ordered quantities. This is a non-editable text box that is required. This field defaults as "0.00" and is calculated as [Ordered Quantity] x [Price], where Ordered Quantity is either 'Units - Ord.' if the 'Price UOM' is unit-based or 'Weight - Ord.' if the 'Price UOM is weight-based. This field can be updated by changing ordered quantities or the 'Price' field. Database Field: ERPx_SOOrderItem.OrderedAmount | ||||||||||||||||
| Brokerage Amt. | Identifies the total 'Program Amt.' for all the Brokerage 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 or by editing one or more of the associated Sales Programs.
Database Field: ERPx_SOOrderItem.BrokerageAmount | ||||||||||||||||
| Certification | Displays the required certification(s) for the line item. This is a multi-select lookup that is not required. When additional line items are added, any 'Default Certification' values in the 'Properties' tab that are checked are automatically selected for the line item. Else, this field defaults as blank. This field is editable while the transaction is in a Status less than 'Approved' or when the line item has been allocated, whichever occurs first. This field is always disabled for Price Adjustment and Return transactions. This lookup contains a list of all selected Lot Certifications for the line item on the Item Record View where the Lot Certification Type is "Item Only" or "Item & Site'.
Database Fields: ERPx_IMCertification.Certification, ERPx_SOOrderItemCertification.CertificationSK , ERPx_SOOrderItem.OrderItemSK | ||||||||||||||||
| Contract | Identifies the sales contract the line item is associated with. This is a single-select standard lookup that is not required. It defaults as blank and is sometimes editable. This field is editable while the transaction is in a Status less than 'Approved'. However, this field is always disabled on Sales Quote and Price Adjustment transactions.
This lookup contains a list of all Contracts where the Customer on the Contract is equal to the Customer on the transaction and the transaction Order Date falls within the Contract Start/End date. Database Fields: ERPx_SCContractHeader.ContractID, ERPx_SOOrderItem.ContractHeaderSK | ||||||||||||||||
| Cost Amt. | Identifies either the total 'Actual' or 'Market' cost for the line item. This is not required and can only be edited by editing either the 'Actual' or 'Market' costs for the line item and/or one or more of the allocated Lots. If the Sales Order Cost - Sales Order Preference is set to 'Actual' then this will use the Actual Costs, if set to 'Market' then it will come from the Market Cost.
Database Field: ERPx_SOOrderItem.ExtendedCostAmount or ERPx_SOOrderItem.ExtendedMarketCostAmount | ||||||||||||||||
| Cost Rate | A calculated filed that identifies either the total 'Actual' or 'Market' cost rate for the line item. This is a calculated field that is calculated from dividing the Total Cost by the quantity. This is not required and can only be edited by editing either the 'Actual' or 'Market' costs for the line item and/or one or more of the allocated Lots. If the Sales Order Cost - Sales Order Preference is set to 'Actual' then this will use the Actual Costs, if set to 'Market' then it will come from the Market Cost. Database Field: ERPx_SOOrderItem.CostRate | ||||||||||||||||
| Cost UOM |
Database Field: ERPx_SOOrderItem.CostUOMSK | ||||||||||||||||
| Freight Amt. |
Database Field: ERPx_SOOrderItem.FreightAccrualAmount | ||||||||||||||||
| Gross Margin Amt. |
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| Gross Margin Pct |
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| IM Item Actual Cost | Displays the Actual Cost stored as the default on the Item Record View. Database Fields: ERPx_IMItem.CurrentCost | ||||||||||||||||
| Invoice Description | Identifies the Item ID and Sales Invoice Description. This is a non-editable text box that is required. It defaults from the 'Item ID' and 'Sales Invoice Description' fields on the 'Properties' tab of the associated Item Record View. This field is not editable.
Database Fields: ERPx_IMItem.ItemID:SalesInvoiceDescription, ERPx_SOOrderItem.OrderItemSK | ||||||||||||||||
| Item |
When the 'Add Item' icon is clicked, users may enter all or part of an Item ID or Description and hit the Enter key on the keyboard. If a complete Item ID was entered, the line item will be saved, if not, the Item Lookup dialog box will open with a list of items containing the data entered. From the Item Lookup dialog box, users may check the checkbox next to one or multiple item(s) to add to the transaction using the Save & Close button.
Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_SOOrderItem.OrderItemSK | ||||||||||||||||
| Margin % | Identifies the percent margin of the item by comparing the Price with the Actual Cost. This is a non-editable text box that is not required. This field defaults to "0.0000". It is calculated as (([Price] - [Actual Cost]) / [Price]) * 100 when the page is refreshed with ordered quantities for an item. This field can be updated by editing the 'Price' field on this page. This field is not stored in the databaseNet Margin Amt. |
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| Net Margin Pct. |
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| Other Accrual Amt. | Identifies the total 'Program Amt.' for all the Brokerage 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 or by editing one or more of the associated non-freight Accrual Sales Programs.
Database Field: ERPx_SOOrderHeader.AccrualAmount | ||||||||||||||||
| Price |
If the sales preference for 'Allow items with a zero price' is set to:
This field is editable on transaction in a Status where the 'Allow Price Edit of Inventory Items' property is checked on the Status Setup List View. This field is always disabled on Price Adjustment transactions. Database Field: ERPx_SOOrderItem.ItemPrice | ||||||||||||||||
| Price List Price | Identifies the current price of the line item, as it is listed on the Price List. This is a non-editable text box that is not required. It defaults from the 'Current Price' field on the 'Sales_Order_Items' tab of the Price List Record View. If the item is not on a Price List, then this defaults to "0.00". This field is not editable.
Database Fields: ERPx_MFPriceListItemHistory.Price, ERPx_SOOrderItem.PriceListHeaderSK | ||||||||||||||||
| Price List UOM | Displays the unit of measure upon which the line item price list price is based. This is a non-editable text box that is not required. It defaults from the 'Price UOM' field on the 'Sales_Order_Items' tab of the Price List Record View. If the item is not on a Price List, then this defaults as blank. This field is not editable.
Database Fields: ERPx_MFPriceListItemHistory.Price, ERPx_SOOrderItem.PriceListHeaderSK | ||||||||||||||||
| Price UOM |
This lookup contains the selected 'Units UOM' value and the selected 'Weight UOM' value for the item. Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.DefaultSOPriceUOMSK | ||||||||||||||||
| Rebate Amt. | Identifies the total 'Program Amt.' for all the Brokerage 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 or by editing one or more of the associated Sales Programs.
Database Field: ERPx_SOOrderItem.RebateAmount | ||||||||||||||||
| Seq. |
For example, if you had line items 10, 20, and 30 and you wanted the last one (Ln. 30) to be second, you could edit the value to any number between 10 and 20 (i.e. 15) and on save the lines would be sorted in the new sequence (10, 15, and 30) and then all Ln.'s would be re-set to base 10 numbers (10, 20, 30). Database Field: ERPx_SOOrderItem.ItemSort | ||||||||||||||||
| Shipment | Identifies the Shipment ID number to which the line item is assigned, which corresponds to a shipment on the 'Shipments' tab. This is a single-select standard lookup that is required. The shipment ID is an auto generated number and defaults to the Shipment number of the first sequenced shipment. This field is editable while the transaction is in a Status less than 'Shipped'. The lookup values are based upon the following rules:
Note: Users are not able to save a Shipment value as 'unassigned', this value is used for Logistics shipments only. If a user adds a new item to the transaction either by using the Item lookup, manually entering the full Item ID, Find Items, or Find Lots it will automatically be assigned to the first shipment which users can then edit based on the lookup and editability rules as mentioned above. If a user adds an item using the Find Items with Balances and chooses a lot to match the site of a shipment, the item will be assigned to that shipment number, else it will be assigned to the first shipment. Database Field: ERPx_LMLoadHeader.LoadID | ||||||||||||||||
| Substitute For | Identifies the Item ID the line item was substituted for. It is a non-editable textbox that is not required. If the item is not a substitute item, then it defaults as blank. If the item is a substitute item, then it defaults to the 'Item ID' field for the item it is substituted for. This field is informational and never editable. Database Field: ERPx_SOOrderItem.OriginTransactionItemSK | ||||||||||||||||
| Units |
This field can only be edited, in the gird, for items where all the following are true:
Database Field: ERPx_SOOrderItem.AllocatedUnits | ||||||||||||||||
| Units - Ord. | Identifies the quantity of ordered units for the line item, formatted to the Item's 'Unit Decimals'. This is a numeric text box that is sometimes required. It defaults from the 'Units' entered for the line item on the Select Items Record View. For new line items added to the transaction, this field defaults to "0.00". This field is editable for items managed by 'Units Only' or 'Units and Weight' on transactions in a Status where the 'Allow Order Quantity Edit of Inventory Items' property is checked on the Status Setup List View. This field is always disabled on Price Adjustment transactions.
Database Field: ERPx_SOOrderItem.OrderedUnits | ||||||||||||||||
| Units UOM |
It defaults from the 'Units UOM' field selected for the line item, on the Select Items page. For new line items added that are on a Price List, this defaults from the Price List. For new line items that are not on a Price List, this field defaults from the 'Sales Order Unit UOM' field on the 'Properties' tab of the Item Record View. This is editable for items managed by 'Units Only' or 'Units and Weight' on transactions in a Status where the 'Allow Order Quantity Edit of Inventory Items' property is checked on the Status Setup List View. This field is disabled for items managed by Weight Only. This field is always disabled for existing items on Price Adjustment and Return transactions.
This lookup contains all 'Active' Unit UOMs on the selected Item's UOM Schedule.
Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK | ||||||||||||||||
| Weight |
This field can only be edited, in the gird, for items where all the following are true:
Database Field: ERPx_SOOrderItem.AllocatedWeight | ||||||||||||||||
| Weight - Ord. | Identifies the ordered weight for the line item, formatted to the Item's 'Weight Decimals'. This is a numeric text box that is sometimes required. It defaults from the 'Weight' entered for the line item on the Select Items Record View. For new line items added to the transaction, this field defaults to "0.00". This field is editable for items managed by 'Weight Only' or 'Units and Weight' on transactions in a Status where the 'Allow Order Quantity Edit of Inventory Items' property is checked on the Status Setup List View. This field is always disabled on Price Adjustment transactions.
Database Field: ERPx_SOOrderItem.OrderedWeight | ||||||||||||||||
| Weight UOM |
It defaults from the 'Weight UOM' field selected for the line item, on the Select Items page. For new items that are on a Price List, this field defaults from the Price List. For new line items that are not on a Price List, this field defaults from the 'Sales Order Weight UOM' field on the 'Properties' tab of the Item Record View. This field is editable for items managed by 'Weight Only' or 'Units and Weight' on transactions in a Status where the 'Allow Order Quantity Edit of Inventory Items' property is checked on the Status Setup List View. This field is disabled for items managed by Units Only. This field is always disabled for existing items on Price Adjustment and Return transactions.
This lookup contains all 'Active' Weight UOMs on the selected Item's UOM Schedule.
Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK |
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