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| Def - Sales Program |
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| Def - Sales Program |
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The purpose of this page is to display all applicable sales programs associated with the transaction. Additionally, users may update the Rate used to calculate the Program Amount.
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| Column Filter Show/Hide | | Insert excerpt |
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| Column Filter Show/Hide - Global |
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| Column Filter Show/Hide - Global |
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| Excel | | Insert excerpt |
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| Excel - LV 3.0 |
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| Excel - LV 3.0 |
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| Group By Show/Hide - Global |
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| Quick Column Filter |
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| Quick Column Filter |
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| More Actions | | Insert excerpt |
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| More Actions - Global 3.0 |
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| More Actions - Global 3.0 |
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- RV: Item Sets - Opens the Item Set Record View for the selected program item.
- RV: Program - Opens the Sales Program Record View for the selected program item.
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| Column Layouts for Framework 3.0 - Global |
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| Column Layouts for Framework 3.0 - Global |
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| Fields | Description |
| Checkbox | | Insert excerpt |
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| Checkbox |
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| Checkbox |
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| Accrual Account | | Insert excerpt |
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| Def - GL Account - SP Accrual |
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| Def - GL Account - SP Accrual |
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This is a non-editable text box that is required and only editable from the Sales Program Record View, it is not editable from here.
Database Field: ERPx_SPProgramSettlementItem.AccruedCRAccountSK |
| Calculated On | | Insert excerpt |
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| Def - Calculated On - Sales Programs |
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| Def - Calculated On - Sales Programs |
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This defaults from the 'Calculated On' field on the 'Item Sets' tab of the Sales Program Record View. The 'Calculated On' is only editable from the Sales Program Record View, it is not editable from here.
Database Fields: ERPx_SPProgramSettlementItem.ProgramCalcMethod |
| Expense Account | | Insert excerpt |
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| Def - GL Account - SP Expense |
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| Def - GL Account - SP Expense |
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This is a non-editable text box that is required and only editable from the Sales Program Record View, it is not editable from here.
Database Field: ERPx_SPProgramSettlementItem.AccruedDRAccountSK |
| Freight Amt. | | Insert excerpt |
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| Def - Freight Amt. Item (SO) |
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| Def - Freight Amt. Item (SO) |
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Database Field: ERPx_SPProgramSettlementItem.DeliveredFreightAmount |
| Gross - Freight | A calculated field that identifies the line item's [Gross Amt.] - [Freight Amt.]. This field is never editable and not stored in the database. |
| Gross Amt. | | Insert excerpt |
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| Def - Gross Amt. Item (SO) |
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| Def - Gross Amt. Item (SO) |
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Database Field: ERPx_SPProgramSettlementItem.OrderItemAmount |
| Item | | Insert excerpt |
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| Item ID & Item Description |
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| Item ID & Item Description |
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This defaults from the 'Item ID' and 'Item Description' fields on the 'Properties' tab of the Item Record View. Item ID's and Item Descriptions are editable from the Item Record View but changing the assigned 'Item' is not editable from here.
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| Def - Item ID |
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| Def - Item ID |
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| Def - Item |
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| Def - Item |
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Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_IMItemSetItems.ItemSK, ERPx_SPProgramItemSet.ItemSetSK |
| Item Set | | Insert excerpt |
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| Item Set - Sales Program |
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| Item Set - Sales Program |
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This defaults from the 'Item Set' field in the Item Set Record View. Item Set names are editable from the 'Item Set' Record View but changing the assigned 'Item Set' is not editable from here.
Database Fields: ERPx_IMItemSet.ItemSetName, ERPx_SPProgramItemSet.ItemSetSK |
| Program | | Insert excerpt |
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| Program ID & Description |
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| Program ID & Description |
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This is a non-editable text box that is required. This can only be edited by changing either the 'Program ID' or 'Program Description' on the Sales Program Record View.
Database Field: ERPx_SPProgramHeader.ProgramID |
| Program Amt. | | Insert excerpt |
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| Def - Program Amount - Item |
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| Def - Program Amount - Item |
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This is a calculated amount that is not editable.
ERPx_SPProgramSettlementItem.ComputedAmount |
| Program Class | | Insert excerpt |
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| Def - Program Class - Sales Programs |
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| Def - Program Class - Sales Programs |
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This is a non-editable text box that is required. It displays the 'Program Class' assigned to the Sales Program. This is not editable.
Database Field: ERPx_SPProgramClass.ClassName |
| Program Type | Displays the type of the Sales Program. This is a non-editable text box that is required. It defaults from the SPProgramType Enumeration Class for the associated Sales Program when the program was created. This field is never editable. The list of Program Types include:
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| Def - Program Type - SP Accrual |
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| Def - Program Type - SP Accrual |
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| Def - Program Type - SP Brokerage |
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| Def - Program Type - SP Brokerage |
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| Def - Program Type - SP Rebate |
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| Def - Program Type - SP Rebate |
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| Def - Program Type - SP Off Book |
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| Def - Program Type - SP Off Book |
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Database Field: ERPx_SPProgramClass.ProgramTypeSK |
| Rate | | Insert excerpt |
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| Rate - SP |
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| Rate - SP |
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This is a numeric text box that is required and defaults from the 'Rate' field on the 'Item Sets' tab of the associated Sales Program Record View for the item belonging in the Item Set. This field is editable while the transaction is in a Status less than 'Approved'. If changed, the 'Program Amt.' will be re-calculated on Save.
Database Fields: ERPx_SPProgramSettlementItem.ItemSetRRate or ERPx_SPProgramSettlementItem.OverrideRate
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| Unit UOM | | Insert excerpt |
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| UOM - Units |
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| UOM - Units |
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This is a non-editable text box that is required for items managed by 'Units Only' or 'Units and Weight'. It defaults from the 'Units UOM' field in the Items grid of the Sales Transaction Record View and is editable from there.
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| Def - UOM |
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| Def - UOM |
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Database Field: ERPx_SPProgramSettlementItem.OrderItemUnitsUOMSK |
| Units | Identifies the unit quantity of the sales item on the Sales Program. This is a non-editable text box that is required for items managed by 'Units Only' or 'Units and Weight'. It defaults from the Sales Order Transaction Record View Items Grid and is editable from there. It defaults from: - 'Units - Ord.' for transactions with a Status less than Shipped
- 'Units' for transactions with a Status >= "Shipped"
Database Field: ERPx_SPProgramSettlementItem.OrderItemUnits |
| UOM | Displays the unit of measure that the Sales Program's 'Rate' is calculated for. This is a non-editable text box that is required. It defaults from the 'UOM' field on the 'Item Sets' tab of the associated Sales Program Record View for the item belonging in the Item Set. This field is only editable from the Sales Program Record View. | Insert excerpt |
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| Def - UOM |
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| Def - UOM |
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Database Field: ERPx_SPProgramSettlementItem.ProgramCalcUOMSK |
| Weight | Identifies the weight of the sales item on the Sales Program. This is a non-editable text box that is required for items managed by 'Weight Only' or 'Units and Weight'. It defaults from the Sales Order Transaction Record View Items Grid and is editable from there. It defaults from: - 'Weight - Ord.' for transactions with a Status less than Shipped
- 'Weight' for transactions with a Status >= "Shipped"
Database Field: ERPx_SPProgramSettlementItem.OrderItemWeight |
| Wt. UOM | | Insert excerpt |
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| UOM - Weight |
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| UOM - Weight |
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This is a non-editable text box that is required for items managed by 'Weight Only' or 'Units and Weight'. It defaults from the 'Weight UOM' field in the Items grid of the Sales Transaction Record View and is editable from there.
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| Def - UOM |
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| Def - UOM |
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Database Field: ERPx_SPProgramSettlementItem.OrderItemWeightUOMSK |
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