Sales items are the individual items on a sales transaction.
This inquiry also contains columns for each Attribute that is set up for the 'Items', 'Sales Order' and 'Sales Order Item' attribute types. Because these are user defined, they are not included in the default view but can be added a saved column layout. Item, Sales Order and Sales Order Item attributes are not included in the help documentation.
Software Version: 2021.xx.xx and newer
Page Header
Search
Search Options | Description |
|---|---|
| Date Range | Used to select the date the transaction was created. 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. |
| Carrier | Used to select one or more Carriers. This is a multi-select standard lookup that is not required to return results. It defaults as blank. Carriers represent entities that transport goods from one location to another. They can be actual freight companies (i.e. UPS or Fed Ex) and/or they can represent a delivery method (i.e. Our Truck, Customer Pickup, Transfer in Storage, or UPS-Air). They are used on Inventory transfers and sales order shipments. The lookup contains a list of all Carriers. |
| Include Void | A lookup to assign one or more conditions you want included in your search. This lookup contains: This is a Yes/No lookup that required to return results. It defaults as "No". |
| Item Class | Used to select one or more Item Classes. This is a multi-select standard lookup that is not required to return results. It defaults as blank. Item Classes are used to identify default values that will be applied to new Inventory Items and to group Items together for reporting purposes. The lookup contains a list of all Item Classes. |
| Saved Search Options |  Displays the saved searches lookup and related icons. This tool allows users to select previously saved search options, create a new set of search options, save changes to existing search options, forget/delete saved search options and/or assign a saved search option as the default for the page. Once changes are made to the search options, the user can click the Save Options icon and save the changes. Saving search options will also save the preferences for 'Auto Refresh on Open' and 'Auto Hide Filters'. The new search option can also be set as the default. Default searches can be removed by clicking the 'Set as Default' button again when the current default search is selected. Refer to this FAQ for advanced search options. |
| Search | A non-required text box that defaults to blank and is used to search across multiple fields. When the page is 'Refreshed', the data returned will be limited by what was included in the Search box (in addition to any other Search Options). Refer to this FAQ for advanced search options. The Search field can be used to search across the following fields:
|
| Site | Used to select one or more Sites. 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. Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain perpetual inventory balances. The lookup contains a list of all active Sites. |
| Transaction Class | Used to select one or more Transaction Classes. 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. Transaction Classes are used to categorize transactions within transaction types and assign specific default values and business rules for each. The lookup contains a list of all Transaction Classes. |
Page Detail
| Toolbar Icons | Description |
|---|---|
| Column Filter Show/Hide |  Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column. |
| Excel |  Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
|
| Group By Show/Hide |  Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total. |
| Help |  Opens the online WIKI help page for the current page. |
| Journal Details |  Opens the Journal Details window showing the Journal Entry for the associated transaction.
|
| Quick Filter | Error rendering macro 'excerpt-include' : No link could be created for 'Quick Filter'. |
 Opens the Print dialog window, where transaction and/or analysis reports can be downloaded, printed and/or emailed. When clicked, all the Reports that launch from the Print Dialog that are assigned to this page, and that the user has rights to (if Report Data Access is enabled) are displayed. | |
| Refresh |  Re-queries the contents of the grid/page based on the Search Options or the default values for grids that do not support Search Options.
|
| Saved Column Layouts |  Displays the column layout lookup and related icons. This tool allows users to select a previously saved layout, create a new layout, save changes to a layout, forget/delete a layout and/or assign a saved layout as the default for the page. Once changes are made to the layout, such as columns are added or removed, the user can click the Save Layout icon and save the changes to the column layout. The visibility of the Filter Row is also saved with a saved layout. The new layout can also be set as the default. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific). Default layouts can be removed by clicking the 'Set as Default' button again when the current default layout is selected. Please note that existing saved grid layouts will display the Filter Row as hidden by default. |
| Fields | Description |
| % Filled Units | Identifies the percentage of allocated units versus ordered units for the line item. This can be edited by changing the unit allocation or 'Ord. Units' quantity for the line item. This field is not stored in the database. |
| % Filled Weight | Identifies the percentage of allocated weight versus ordered weight for the line item. This can be edited by changing the weight allocation or 'Ord. Weight' quantity for the line item. This field is not stored in the database. |
Address | Identifies the ID of the Address for the associated Account. This is can be edited from the 'Address ID' field on the 'Properties' tab of the Customer Addresses Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View. Customer Address IDs are used as a short description and unique identifier for Customer Address records. They can be changed at any time to any alphanumeric value. For Customers with only one Address, the default value of PRIMARY can be used. Address IDs of BILLING and SHIPPING are often used for Customers with separate addresses for each. For customers with many Ship-to addresses a City or Street name can be used. Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK |
| Address Name | Identifies the ID of the Address for the associated Account. This can be edited from the 'Address Name' field on the 'Properties' tab of the Customer Addresses Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View. Database Fields: ERPx_ARCustomerAddress.AddressName, ERPh_SOOrderHeader.AddressSK |
| Alloc Amount | Identifies the allocated extended amount of the line item. This can be edited by changing the unit/weight allocations or by updating the 'Price' field of a line item on the Sales Order Record View. Database Field: ERPh_SOOrderItem.AllocatedAmount |
| Alloc Units | Identifies the number of allocated units for the line item, formatted to the Item's 'Unit Decimals'. This can be edited by changing the unit allocation of the line item. Database Field: ERPh_SOOrderItem.AllocatedUnits |
| Alloc Weight | IIdentifies the allocated weight for the line item, formatted to the Item's 'Weight Decimals'. This can be edited by changing the weight allocation of the line item. Database Field: ERPh_SOOrderItem.AllocatedWeight |
| Attention To | Identifies the value from the 'Attention To' field. This field is only available for systems that get the Customer Address from a host system. This can be edited by clicking the 'Ship To' address hyperlink on the 'Home' tab of the Sales Order Record View. Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPh_SOOrderHeader.ShipAttentionTo |
| Attribute Class | Identifies the Attribute Class configured for the Item. This can be edited from the 'Item Attribute Class' field on the 'Properties' tab of the Item Record View. Attribute Classes are assigned to master files to control which Attributes are visible, and/or required, to records within the master file. Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPx_IMItem.AttributeClassSK |
| BOL | Identifies the Bill of Lading associated with the shipment of the line item. This can be edited from the 'BOL' field on the 'Shipments' tab of the Sales Order Record View. A Bill of Lading (BOL) is a document of title, a receipt for shipped goods, and a contract between a carrier and shipper. This document must accompany the shipped goods and must be signed by an authorized representative from the carrier, shipper, and receiver. Database Fields: ERPh_SOOrderHeader.BOL, ERPh_LMLoadTransactionItem.BOL |
| Carrier Name | Identifies the Carrier associated with the shipment of a line item. This can be edited from the 'Carrier' field for a line item in the item's grid of the Sales Order Record View or the 'Carrier' field on Leg 1 on the Shipment Details Record View. Carriers represent entities that transport goods from one location to another. They can be actual freight companies (i.e. UPS or Fed Ex) and/or they can represent a delivery method (i.e. Our Truck, Customer Pickup, Transfer in Storage, or UPS-Air). They are used on Inventory transfers and sales order shipments. Database Fields: ERPx_SOCarrier.CarrierName, ERPh_SOOrderItem.CarrierSK |
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| Created By | Identifies the name of the user that created the item. It is formatted to be the "logged-in" users [User First Name] + [User Last Name]. This is a system assigned value and is never editable by a user. Database Field: ERPh_SOOrderItem.CreatedBy |
| Created Date | Identifies the date the item was created, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user. Database Field: ERPh_SOOrderItem.CreatedDate |
| Created Time | Identifies the time the item was created, formatted in 'HH:MM:SS'. This is a system assigned value and is never editable by a user. Database Field: ERPh_SOOrderItem.CreatedDate |
| Currency | Identifies the Currency assigned to the transaction. This comes from the 'Currency' field in the 'Home' tab of the Sales Order Record View. This field is not editable. The Currency identifies the kind of money used for transactions. For example, if a Customer or Vendor is setup with a Currency of "USD" then all transactions for them are stated in terms of US Dollars and all payments received or made must be in US Dollars. Database Fields: ERPx_MFCurrency.CurrencyID, ERPh_SOOrderHeader.CurrencySK |
| Customer | Error rendering macro 'excerpt-include' : No link could be created for 'Customer ID - Transaction'. This can be edited from the 'Customer ID' field on the 'Properties' tab of the Customer Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View.Customer IDs are used as a short description and the unique identifier for Customers. They can be changed at any time to any alphanumeric value. If you do not have an existing strategy for Customer IDs the 3-3-2 method would be recommended. Database Fields: ERPx_ARCustomer.CustomerID, ERPh_SOOrderHeader.CustomerSK |
| Customer Name | Error rendering macro 'excerpt-include' : No link could be created for 'Customer Name - Transaction'. This can be edited from the 'Customer Name' field on the 'Properties' tab of the Customer Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View.Customer Names are used as a long description for Customer records. Database Fields: ERPx_ARCustomer.CustomerName, ERPh_SOOrderHeader.CustomerSK |
| Days Out | Identifies the number of days before the order is shipped and can be either positive or negative. This can be edited from the 'Default Ship By' field on the 'Home' tab of the Sales Order Record View. This field is not stored in the database. |
| GL Date | Identifies the date the transaction posted (or will post) to the general ledger. This can be edited from the 'GL Date' field on the 'Shipments' tab of the Sales Order Record View. Database Field: ERPh_SOInvoiceHeader.GLDate |
| GL Period | Identifies the fiscal period based on the GL Date on the shipment. This can be edited from the 'GL Date' field on the 'Shipments' tab of the Sales Order Record View. This field is not stored in the database. |
| GL Year | Identifies the fiscal year based on the GL Date on the shipment. This can be edited from the 'GL Date' field on the 'Shipments' tab of the Sales Order Record View. This field is not stored in the database. |
| Inside Salesperson Name | Identifies the name of the inside salesperson associated with the transaction. This can be edited from the 'Salesperson - Inside Sales' field on the 'Properties' tab of the Sales Order Record View. Salespeople are individuals that sell goods and services to other entities. Inside Salespeople typically work in the office and are involved with sales over the telephone, email, or other cyber communication methods. Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPh_SOOrderHeader.InsideSalespersonSK |
| Invoice | Identifies the invoice number associated with the sales order shipment. This can be edited from the 'Invoice #' field for the associated shipment on the 'Shipments' tab of the Sales Order Record View. Database Fields: ERPh_SOInvoiceHeader.InvoiceNumber, ERPh_LMLoadTransaction.InvoiceHeaderSK |
| Invoice Item: Description | Identifies the Item ID and Sales Invoice Description.This can be edited from the 'Item ID' and 'Sales Invoice Description' fields on the 'Properties' tab of the Item Record View. Item IDs are the unique identifier for Items. The Sales Invoice Description is used in companies that want a lot of detail in the Item Description but more of a "marketing" description used on Sales Invoices. Database Field: ERPh_SOOrderItem.ItemSalesInvoiceDescription |
| Invoiced | Identifies the date the shipment containing the item was invoiced, formatted from the users 'Date Format' preference. This can be edited from the 'Invoiced' field on the 'Shipments' tab of the Sales Order Record View. Database Field: ERPh_SOInvoiceHeader.InvoiceDate |
| Item Class | Identifies the class that is assigned to the Item on the transaction or transaction line. This can be edited from the 'Item Class' field on the 'Properties' tab of the Item Record View. Item Classes are used to identify default values that will be applied to new Inventory Items and to group Items together for reporting purposes. Database Field: ERPx_IMItem.ItemClass.Description |
| Item Type | Error rendering macro 'excerpt-include' : No link could be created for 'Item Type'. This field is not editable once the item has been created.Database Field: ERPx_IMItemType.Description |
| Item: Description | Identifies the Item, displayed as Item ID: Item Description. This can be edited from the 'Item ID' and 'Item Description' fields on the 'Properties' tab of the Item Record View. Item IDs are the unique identifier for Items. Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPh_SOOrderItem.OrderItemSK |
| Last Updated By | Identifies the name of the user that last updated the item. It is formatted to be the "logged-in" users [User First Name] + [User Last Name]. This is a system assigned value and is never editable by a user. Database Field: ERPh_SOOrderItem.LastUser |
| Last Updated Date | Identifies the date the item was last updated, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user. Database Field: ERPh_SOOrderItem.LastUpdated |
| Last Updated Time | Identifies the time the item was last updated, formatted in 'HH:MM:SS'. This is a system assigned value and is never editable by a user. Database Field: ERPh_SOOrderItem.LastUpdated |
| Ord Amount | Identifies the ordered extended amount of the line item. This can be edited by changing the 'Ord. Units', 'Ord. Weight' or 'Price' fields of a line item on the Sales Order Record View. Database Field: ERPh_SOOrderItem.OrderedAmount |
| Ord Units | Identifies the number of ordered units for the line item, formatted to the Item's 'Unit Decimals'. This can be edited by changing the 'Ord. Units' column of the Sales Items List View or the 'Ord. Units' field in the Items grid of the Sales Order Record View. Database Field: ERPh_SOOrderItem.OrderedUnits |
| Ord Weight | Identifies the ordered weight for the line item, formatted to the Item's 'Weight Decimals'. This can be edited by changing the 'Ord. Weight' column on the Sales Items List View or the 'Ord. Weight' field in the Items grid of the Sales Order Record View. Database Field: ERPh_SOOrderItem.OrderedWeight |
| Outside Salesperson Name | Identifies the name of the outside salesperson associated with the transaction. This can be edited from the 'Salesperson - Outside Sales' field on the 'Properties' tab of the Sales Order Record View. Salespeople are individuals that sell goods and services to other entities. Outside Salespeople typically work outside the office and are involved with face to face meetings with active and prospective customers. Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPh_SOOrderHeader.SalesPersonSK |
| Price | Identifies the price of the line item. It is formatted to the Item's 'Price Decimals'. It can be edited from the 'Price' column of the Sales Items List View or the 'Price' field in the Items grid on the Sales Order Record View. Database Field: ERPh_SOOrderItem.ItemPrice |
| Price UOM | Displays the unit of measure upon which the line item price is based. It can be edited from the 'Price UOM' field in the Items grid of the Sales Order Record View. A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext. Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.DefaultSOPriceUOMSK |
| Production Inst | Displays the first 100 characters from the line item's 'Production Inst.' note type. This is can be edited from the Notes Dialog Box for the associated line item. Database Field: ERPh_SOOrderItemNote.Note |
| Purchase Order | Identifies the Purchase Order number (PO number) entered for the transaction or transaction line item. This can be edited from the 'Purchase Order' field on the 'Home' tab of the Sales Order Record View. A Purchase Order (aka PO) is a document issued by a buyer committing to pay the seller for specific products or services to be delivered in the future. The advantage to the buyer is the ability to place an order without immediate payment. From the seller’s perspective, it reduces credit risk, since the buyer is obligated to pay once the products or services have been delivered. Each PO has a unique number associated with it that helps both buyer and seller track delivery and payment. Database Field: ERPh_SOOrderHeader.PurchaseOrder |
| Ship City/State | Displays the destination City and State the shipment containing the item. This can be edited from the 'City' and 'State' fields on the 'Properties' tab of the Customer Addresses Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View. The City identifies the value of 'City' in an address record. The State identifies the value of 'State' in an address record. Database Fields: ARCustomerAddress.City, ERPx_ARCustomerAddress.State, ERPh_SOOrderHeader.ShipCity, ERPh_SOOrderHeader.ShipState |
| Ship Country | Displays the Country the item's shipment will be shipped to. This can be edited from the 'Country' field on the 'Properties' tab of the Customer Addresses Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View. The Country identifies the 'Country' of an address record. Database Fields: ERPx_ARCustomerAddress.Country, ERPh_SOOrderHeader.ShipCountry |
| Ship Phone | Displays the phone number at the address where item's shipment will be shipped to. This can be edited from the 'Phone' field on the 'Properties' tab of the Customer Addresses Record View. It comes from the 'Ship To' field on the 'Home' tab of the Sales Order Record View. Used to record the primary phone number associated with an address. This is informational only. Database Fields: ERPx_ARCustomerAddress.Phone1, ERPh_SOOrderHeader.ShipPhone1 |
| Shipment | Identifies the Shipment ID of the shipment containing the line item. Clicking on the link opens the Shipment Record View. The shipment ID is auto generated based on a combination of Carrier, Site and Ship By Date and is not editable. Database Field: ERPh_LMLoadHeader.LoadID |
| Shipped | Identifies the date the item's shipment left the site, formatted from the users 'Date Format' preference. This can be edited from the 'Shipped' field on the 'Shipments' tab of the Sales Order Record View. Database Fields: ERPh_LMLoadHeader.ActualShipDate, ERPh_SOOrderHeader.ActualShipDate |
| Site | Identifies the Site ID where the item will ship from. This can be edited from the 'Site ID' field on the 'Properties' tab of the Site Record View. It comes from the 'Site' field on the 'Shipments' tab of the Sales Order Record View. Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain perpetual inventory balances. Database Fields: ERPx_MFSite.SiteID, ERPh_LMLoadHeader.SiteSk |
| Site Name | Identifies the name of the Site where the item will ship from. This can be edited from the 'Site Name' field on the 'Properties' tab of the Site Record View. It comes from the 'Site' field on the 'Shipments' tab of the Sales Order Record View. Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain perpetual inventory balances. Database Fields: ERPx_MFSite.SiteName, ERPh_LMLoadHeader.SiteSk |
| Sub for Item | Identifies the Item ID the line item was substituted for. It can be edited by clicking the Substitution button on the Sales Order Record View and adding substitution items for the ordered item on the Sales Order Item Substitution Record View. Database Field: ERPh_SOOrderItem.OriginTransactionItemSK |
| Sub Item | Identifies if the line item has a substitute item on the same transaction. This can be edited by clicking the Substitution button on the Sales Order Record View and adding substitution items for the ordered item on the Sales Order Item Substitution Record View. This field is not stored in the database. |
| Trans Date | Identifies the date of the transaction. It is formatted from the users 'Date Format' preference. This can be edited from the 'Order Date' field on the 'Home' tab of the Sales Order Record View. Database Field: ERPh_SOOrderHeader.OrderDate |
| Transaction | Identifies the unique Transaction ID associated with the line item. Clicking on the link opens the corresponding transaction record view. This is a system assigned value and is not editable. Sales transaction numbers may be system assigned IDs to differentiate unique transactions. Transaction ID's are unique by the unique combination of 'Document Prefix' + 'Next Document Number'. Database Field: ERPh_SOOrderHeader.OrderID |
| Transaction Class | The unique identifier of the Transaction Class. This comes from the 'Transaction Class' value selected by the user on the Select Ship-To page when the sales order or sales quote was created. It is not editable. Transaction Classes are used to categorize transactions within transaction types and assign specific default values and business rules for each. Database Field: ERPx_SOOrderType.DocumentID |
| Transaction Type | Identifies the Transaction Type for each transaction. This is a system assigned value and is not editable. The transaction types are: Quote, Order, Return and Price Adjustment. Transaction Types are used to differentiate unique types transactions within the system. Transactions with the same Transaction Type share the same record view pages and business rules. Transaction Types can be further classified using Transaction Classes. Every transaction in the system is assigned a Transaction Type. Database Field: ERPx_ARTransactionType.TransactionName |
| Unit to Weight Conversion | Identifies the conversion rate from the Units UOM to the Weight UOM for the line item. This can be edited from the 'Multiply By' field on the 'Conversions' tab of the associated UOM schedule. Database Field: ERPx_IMUOMConversion.ConversionValue |
| Units UOM | Identifies the unit of measure that the units are stored in (Box, Bag, Case, Each, Tote, etc.) for a line item or on the transaction. This can be edited from the 'Units UOM' field in the Items grid on the Sales Order Record View. A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext. Database Fields: ERPx_IMUOM.UOMName, ERPh_SOOrderItem.UnitUOMSK |
Weight to Unit Conversion | Identifies the conversion rate from the Weight UOM to the Units UOM for the line item. This can be edited from the 'Multiply By' field on the 'Conversions' tab of the associated UOM schedule. Database Field: ERPx_IMUOMConversion.ConversionValue |
| Weight UOM | Identifies the unit of measure that the weight is stored in (Lbs, Kg, Oz, Ton, etc.) for a line item or on the transaction. This can be edited from the 'Weight UOM' field in the Items grid on the Sales Order Record View. A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext. Database Fields: ERPx_IMUOM.UOMName, ERPh_SOOrderItem.WeightUOMSK |