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.

Software Version: 2022.06.16 and newer

Page Header

Toolbar Icons	Description
Help
Save
Save & Close

Page Details

Accruals Tab

This tab displays any items from the sales order that are qualify for a Brokerage, Off Book, Rebate and/or Accrual program.

Toolbar Icons	Description
Column Filter Show/Hide
Excel
Group By Show/Hide
Quick Column Filter
More Actions	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.
Saved Layouts
Fields	Description
Checkbox
Accrual Account	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	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	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.	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.	Database Field: ERPx_SPProgramSettlementItem.OrderItemAmount
Item	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. Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_IMItemSetItems.ItemSK, ERPx_SPProgramItemSet.ItemSetSK
Item Set	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	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.	This is a calculated amount that is not editable. ERPx_SPProgramSettlementItem.ComputedAmount
Program Class	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: Database Field: ERPx_SPProgramClass.ProgramTypeSK
Rate	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
Unit UOM	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. 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. 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	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. Database Field: ERPx_SPProgramSettlementItem.OrderItemWeightUOMSK

On-Invoice Tab

This tab displays any items from the sales order that are qualify for an On Invoice program.

Toolbar Icons	Description
Column Filter Show/Hide
Excel
Group By Show/Hide
Quick Column Filter
More Actions	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.
Saved Layouts
Fields	Description
Checkbox
Calculated On	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
Freight Amt.	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.	Database Field: ERPx_SPProgramSettlementItem.OrderItemAmount
Item	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. Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_IMItemSetItems.ItemSK, ERPx_SPProgramItemSet.ItemSetSK
Item Set	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	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.	This is a calculated amount that is not editable. ERPx_SPProgramSettlementItem.ComputedAmount
Program Class	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 Item ID	Identifies the transaction Item ID that was auto added to the transaction because of the On Invoice Program. This defaults from the 'Item' assigned to the 'Item Sets' on the Item Set tab of the associated Sales Program Record View. This can only be edited from the Sales Program Record View. Database Field: ERPx_SPProgramSettlementItem.PromoProgramItemID
Rate	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
Unit UOM	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. 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. 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	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. Database Field: ERPx_SPProgramSettlementItem.OrderItemWeightUOMSK

Page Header

Page Details

Accruals Tab

On-Invoice Tab

Related Topics

Page Definitions

Technical Details