Insert excerpt
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
Software Version: 20212023.0611.04 30 and newer
| Table of Contents | ||
|---|---|---|
|
...
Search Options | Description | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Auto Hide Filters |
| ||||||||||||||||
| Auto Refresh on Open |
| ||||||||||||||||
| Carrier |
The lookup contains a list of all 'Active' Carriers. | ||||||||||||||||
| Customer |
The lookup contains a list of all 'Active' Customers. | ||||||||||||||||
| Date Range | Used to select the date the transaction was ordered, shipped or invoiced. It is used in conjunction with the Date Type field. This is a date range control that allows users to select a single date or a range of dates, formatted from the users 'Date Format' preference. This is required to return results and defaults with a date range of the past 30 days. | ||||||||||||||||
| Date Type | Used to select the type of date to search on. It is used in conjunction with the Date Range field. This is a single-select standard lookup that is required to return results. It defaults as "Ordered". The lookup contains the values "Ordered", "Shipped" and "Invoiced". | ||||||||||||||||
| Include | Used to specify the whether transactions in a status of "Void" should be included. This is a single-select standard lookup that is not required to return results. It defaults as blank. The lookup contains an option for "Voids". | ||||||||||||||||
| Saved Searches |
| ||||||||||||||||
| Search |
| ||||||||||||||||
| Site |
The lookup contains a list of all 'Active' Sites. | ||||||||||||||||
| Trans Class |
The lookup contains a list of all 'Active' Transaction Classes, with the exception of Quote type transaction classes. |
Page Details
| Toolbar Icons | Description | ||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Column Filter Show/Hide |
| ||||||||||||||||||||||||||||||||
| Excel |
| ||||||||||||||||||||||||||||||||
| Favorites |
| ||||||||||||||||||||||||||||||||
| Group By Show/Hide |
| ||||||||||||||||||||||||||||||||
| Help |
| ||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||
| Quick Column Filter |
| ||||||||||||||||||||||||||||||||
| Refresh |
| ||||||||||||||||||||||||||||||||
| Saved Layouts |
| ||||||||||||||||||||||||||||||||
| Search Options |
| ||||||||||||||||||||||||||||||||
| View |
| ||||||||||||||||||||||||||||||||
| Fields | Description | ||||||||||||||||||||||||||||||||
| Checkbox |
| ||||||||||||||||||||||||||||||||
Address ID |
Database Fields: ERPx_ARCustomerAddress.AddressID, ERPh_SOOrderHeader.AddressSK | ||||||||||||||||||||||||||||||||
| Address Name |
Database Fields: ERPx_ARCustomerAddress.AddressName, ERPh_SOOrderHeader.AddressSK | ||||||||||||||||||||||||||||||||
| 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 | ||||||||||||||||||||||||||||||||
| Attention To |
Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPh_SOOrderHeader.ShipAttentionTo | ||||||||||||||||||||||||||||||||
| Brokerage Amt. |
Database Field: ERPx_SPProgramSettlementItem.ComputedAmount | ||||||||||||||||||||||||||||||||
| Currency Cost Amt. | Currency |
| Insert excerpt |
|---|
This field displays the total cost of all inventory line items on the transaction. This is not required and can be edited in the Update Costs inquiry. Def - Cost Amt. (SO) Def - Cost Amt. (SO) nopanel true
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
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
Database Fields: ERPx_MFCurrency.CurrencyID, ERPh_SOOrderHeader.CurrencySK
This comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View. It is not editable. Insert excerpt Customer ID Customer ID nopanel true
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
Database Fields: ERPx_ARCustomer.CustomerID, ERPh_SOOrderHeader.CustomerSK
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
Database Fields: ERPx_ARCustomer.CustomerName, ERPh_SOOrderHeader.CustomerSK
Identifies the total freight amount for all shipments on the transaction. This field
This is not required. This can be edited by updating the 'Freight Rate', 'Surcharge %' or 'Other Charges' fields on the Shipment Details Record View . This is a calculated field and not stored in the database.Insert excerpt Def - Freight Amt. (SO) Def - Freight Amt. (SO) nopanel true Insert excerpt
This field uses the Ordered Ext Amount for calculations on transactions where the Status is less than "Shipped" and the Allocated Ext Amount on transactions where the Status is "Shipped" or greater.
Database Field: ERPh_SOOrderHeader.FreightAccrualAmount
This comes from the 'GL Date' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable. Insert excerpt GL Date GL Date nopanel true
Database Field: ERPh_SOInvoiceHeader.GLDate
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
This comes from the 'GL Date' field on the 'Shipments' tab of the Sales Transaction Record View. This field is not stored in the database. It is not editable. Insert excerpt GL Year GL Year nopanel true
Identifies the profit amount, using only product costs, on the transaction. This field is not required and not stored in the database. This field may be edited by editing any of the fields used in calculating this amount.
Insert excerpt Def - Gross Margin Amt. Def - Gross Margin Amt. nopanel true
Identifies the percentage of profit, using only product costs, on the transaction. This field is not required and not stored in the database. This field may be edited by editing any of the fields used in calculating this amount.
Insert excerpt Def - Gross Margin Pct. Def - Gross Margin Pct. nopanel true
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
Database Field: ERPh_SOInvoiceHeader.InvoiceNumber
Database Field: ERPh_SOInvoiceHeader.InvoiceDate
Identifies the final profit amount on the transaction. This field is not required and not stored in the database. This field may be edited by editing any of the fields used in calculating this amount.
Insert excerpt Def - Net Margin Amt. Def - Net Margin Amt. nopanel true
Identifies the percentage of final profit on the transaction. This field is not required and not stored in the database. This field may be edited by editing any of the fields used in calculating this amount.
Insert excerpt Def - Net Margin Pct. Def - Net Margin Pct. nopanel true
Identifies the transaction ID of the original posted transaction. It is a system assigned value and is not editable. It will display the source transaction ID on Price Adjustment and Return transactions. It will also display the source transaction ID on Sales Order transactions that were created as a result of approving a Sales Quote transaction. It is not editable.
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
Database Field: ERPh_SOOrderHeader.OriginTransID
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
Database Field: ERPx_SOOrderTypeDocument.DocumentID
It is formatted from the users 'Date Format' preference. This comes from the 'Order Date' field on the 'Home' tab of the Sales Transaction Record View. It is not editable. Insert excerpt Doc Date Doc Date nopanel true
Database Field: ERPh_SOOrderHeader.OrderDate
This field displays the total 'Program Amt.' of all line items on the transaction that qualify for the programone or more related non-freight Accrual programs. This field is not required. This field is a calculated field and may be edited from the Sales Program Details Record View.Insert excerpt Def - Other Accrual Amt. Def - Other Accrual Amt. nopanel true
This field uses the Ordered Ext Amount for calculations on transactions where the Status is less than "Shipped" and the Allocated Ext Amount on transactions where the Status is "Shipped" or greater.
Database Field: ERPx_SPProgramSettlementItem.ComputedAmount
This comes from the 'Payment Terms' field on the 'Properties' tab of the Sales Transaction Record View. It is not editable. Insert excerpt Payment Terms Payment Terms nopanel true
Insert excerpt Def - Payment Terms Def - Payment Terms nopanel true
Linked Database Field: ERPh_SOOrderHeader.PaymentTermsSK
Identifies the actual cost of all items on the transaction. This field is not required. If the item is ordered, but not allocated, this field may be edited from the 'Actual Cost' field for the Item in the Item Master File. It the item is allocated; this field may be edited from the 'Actual Cost' assigned on the Inventory Lot.
Insert excerpt Def - Product Cost Amt. Def - Product Cost Amt. nopanel true
Database Fields: ERPh_SOOrderItem.OrderItemActualCost, ERPx_IMLotCostHistory.Cost, ERPx_IMLotBalance.LotSK
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
Database Field: ERPh_SOOrderHeader.PurchaseOrder
This displays the total 'Program Amt.' of all line items on the transaction that qualify for one or more related Rebate programs. This is not required. This is a calculated field and may be edited from the Sales Program Details Record View. Insert excerpt Def - Rebate Amt. Def - Rebate Amt. nopanel true
This field uses the Ordered Ext Amount for transactions where the Status is less than "Shipped" and Allocated Ext Amount for transactions where the Status is "Shipped" or greater.
Database Field: ERPx_SPProgramSettlementItem.ComputedAmount
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPh_SOOrderHeader.InsideSalespersonSK
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPh_SOOrderHeader.SalesPersonSK
Displays the destination City and State where the order will be shipped to. This comes from the 'City' and 'State' fields on the 'Properties' tab of the Customer Addresses Record View when the transaction was created. Once the transaction is posted, this field is not editable.
Insert excerpt Def - Address - City Def - Address - City nopanel true Insert excerpt Def - Address - State Def - Address - State nopanel true
Database Fields: ERPx_ARCustomerAddress.City, ERPx_ARCustomerAddress.State, ERPh_SOOrderHeader.ShipCity, ERPh_SOOrderHeader.ShipState
Displays the Country the order will be shipped to. This comes from the 'Country' field on the 'Properties' tab of the Customer Addresses Record View when the transaction was created. Once the transaction is posted, this field is not editable.
Insert excerpt Def - Address - Country Def - Address - Country nopanel true
Database Fields: ERPx_ARCustomerAddress.Country, ERPh_SOOrderHeader.ShipCountry
Displays the phone number at the address where the order will be shipped to. This comes from the 'Phone' field on the 'Properties' tab of the Customer Addresses Record View when the transaction was created. Once the transaction is posted, this field is not editable.
Insert excerpt Def - Address - Phone 1 Def - Address - Phone 1 nopanel true
Database Fields: ERPx_ARCustomerAddress.Phone1, ERPh_SOOrderHeader.ShipPhone1
This comes from the 'Status' on the 'Home' tab of the Sales Transaction Record View. It is not editable. Insert excerpt Status Status nopanel true
The Statuses that apply to transactions in this Inquiry include:Insert excerpt Def - Status Def - Status nopanel true
Insert excerpt Def - Status - Posted Def - Status - Posted nopanel true
Insert excerpt Def - Status - Void Def - Status - Void nopanel true
Database Fields: ERPx_SOOrderStatus.OrderStatusName, ERPh_SOOrderHeader.OrderStatusSK
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
Database Field: ERPx_SOOrderTypeDocument.DocumentID
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
Database Field: ERPx_SOOrderType.OrderTypeName
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
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
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
Related Topics
...