The purpose of this page is to view line item on open (un-posted) sales transactions. This page can also be used to add new Sales Quotes, Orders, Price Adjustment and Return Transactions. Additionally, some fields can be updated directly from the list view including: Ord. Units, Ord, Weight, and Price.

This list view also contains columns for each Attribute that is set up for the 'Items', 'Logistics' '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, Load Management (Logistics) Sales Order and Sales Order Item attributes are not included in the help documentation.

Software Version: 2026.08.05 and newer

[ 1 Page Header ] [ 1.1 Related Topics ] [ 1.1.1 Page Definitions ] [ 1.1.2 Technical Details ]

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New	Each Transaction Type (Quote, Order, Return, or Price Adjustment) that only has one Transaction Class is displayed as just the Transaction Type Name (e.g. Order). Each Transaction Type that has more than one Transaction Class is displayed as Transaction Type Name-Transaction Class Name (e.g. Order-Fresh). The base list of Transaction Types includes: Quotes: Each unique Quote Class is displayed. When clicked, the Select Ship-To Record View opens allowing users to select the Customer / Customer Address associated with the quote. Order: Each unique Order Class is displayed. When clicked, the Select Ship-To Record View opens allowing users to select the Customer / Customer Address associated with the order. Return: Opens the Sales Return: Find an Invoice page for users to find a posted invoice and create a Return transaction. Price Adjustment: Opens the Price Adjustment: Find an Invoice page for users to find a posted invoice and create a Price Adjustment transaction.
Notes
Print	Selected transaction(s) that are on Hold with a hold code set to disable printing will display the message "One or more of the selected records cannot be printed.” Filtered transaction(s) that are on Hold with a hold code set to disable printing will not print anything, but any filtered records not on hold, or printing is enabled while on hold will print as expected.
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Save	'Ord. Units', 'Ord, Weight', and 'Price' may be updated from this LV.
Saved Layouts
Fields	Description
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Address ID	This is required and 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 Transaction Record View. Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.AddressSK
Address Name	This is required and 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 Transaction Record View. Database Fields: ERPx_ARCustomerAddress.AddressName, ERPx_SOOrderHeader.AddressSK
Amount	Identifies the Line Items allocated extended amount, formatted to 2 decimal places. This is a calculated field and can only be edited by changing the unit/weight allocations or by updating the 'Price' field of a line item on the Sales Transaction Record View. 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: ERPx_SOOrderItem.AllocatedAmount
Amount - Ord.	Identifies the ordered extended amount of the line item. This is a calculated field and can be edited by changing the 'Ord. Units', 'Ord. Weight' or 'Price' fields of the line item on the Sales Transaction Record View. It is calculated as [Ordered Quantity] * [Price], where [Ordered Quantity] is the Ordered Units if the 'Price UOM' for the item is a Unit UOM, and Ordered Weight if the 'Price UOM' for the item is a Weight UOM. Database Field: ERPx_SOOrderItem.OrderedAmount
Attention To	This is not required and can be edited by clicking the 'More Actions' button and choosing 'Change Address' on the 'Home' tab of the Sales Transaction Record View while the transaction is in a status less than Approved. Database Fields: ERPx_ARCustomerAddress.AttentionTo, ERPx_SOOrderHeader.ShipAttentionTo
BOL	Identifies the Bill of Lading associated with the shipment of the line item. This is not required and can be edited from the 'BOL' field on the 'Shipments' tab of the Sales Transaction Record View. Database Fields: ERPx_SOOrderHeader.BOL, ERPx_LMLoadTransactionItem.BOL
Brokerage Amt.	This displays 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. 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
Carrier Name	This is not required and can be edited from the 'Carrier' field on the 'Home' tab of the Sales Transaction Record View or the 'Carrier' field on Leg 1 of the associated shipment on the Shipment Details Record View for a single shipment or the first shipment if multiple exist, else it can be edited from the 'Carrier' field on the 'Shipments' tab of the Record View for subsequent shipments. Database Fields: ERPx_SOCarrier.CarrierName, ERPx_SOOrderItem.CarrierSK
Contract #	Identifies the sales contract the line item is associated with. This is not required and can be edited when applicable from the 'Contract' field on the Sales Transaction Record View grid. This field is editable while the transaction is in a Status less than 'Approved'. However, this field is always disabled on Sales Quote transactions. This is only editable 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.	This displays the total cost of all Lots associated with the line item. This is not required and can be edited in the Update Costs inquiry. This field uses the last applicable cost for unallocated line items and the Actual or Market Cost for allocated items. Database Field: ERPx_SOOrderItem.ExtendedCostAmount
Currency	This is required and comes from the 'Currency' field in the 'Home' tab of the Sales Transaction Record View. This field is not editable. Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_SOOrderHeader.CurrencySK
Customer ID	This is required and 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 Transaction Record View. Database Fields: ERPx_ARCustomer.CustomerID, ERPx_SOOrderHeader.CustomerSK
Customer Name	This is required and 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 Transaction Record View. Database Fields: ERPx_ARCustomer.CustomerName, ERPx_SOOrderHeader.CustomerSK
Days Out	Identifies the number of days before the order is to be shipped. This is a calculated field that can be either positive or negative. It is calculated as [Ship By Date] - [Current Date]. It is a positive number when the 'Ship By' field is in the future and a negative number when the 'Ship By' field is in the past. It is required and can be edited from the 'Ship By' field on the 'Shipments' tab of the Sales Transaction Record View. This field is not stored in the database.
Deliver On	This is required and can be edited from the 'Deliver On' field on the 'Home' tab of the Sales Transaction Record View. Database Fields: ERPx_SOOrderHeader.ScheduledDeliveryDate, ERPx_LMLoadTransactionItem.DeliverOnDate
Freight Amt.	This displays the total freight amount of the line item. This is not required. This can be edited by updating the 'Freight Rate', 'Surcharge %' or 'Other Charges' fields on the Shipment Details Record View or from the Sales Program Details Record View for the Freight Accrual Program. 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_SOOrderItem.FreightAccrualAmount
GL Date	This is required for transactions saved with a 'Status' of "Approved" or "Ready to Post" and can be edited from the 'GL Date' field on the 'Shipments' tab of the Sales Transaction Record View. Database Field: ERPx_SOInvoiceHeader.GLDate
GL Period	This is required for the transaction to be saved in a status of 'Approved' or greater and can be edited from the 'GL Date' field on the 'Shipments' tab of the Sales Transaction Record View. This field is not stored in the database.
GL Year	This is required for the transaction to be saved in a status of 'Approved' or greater and can be edited from the 'GL Date' field on the 'Shipments' tab of the Sales Transaction Record View. This field is not stored in the database.
Gross Margin Amt.	Identifies the profit amount, using only product costs, for the line item. This is not required and not stored in the database. This may be edited by editing any of the fields used in calculating this amount.
Gross Margin Pct.	Identifies the percentage of profit, using only product costs, for the line item. This is not required and not stored in the database. This may be edited by editing any of the fields used in calculating this amount.
Invoice	This is required for the transaction to be saved in a status of 'Shipped' and greater. It can be edited from the 'Invoice #' field for the associated shipment on the 'Shipments' tab of the Sales Transaction Record View. Database Fields: ERPx_SOInvoiceHeader.InvoiceNumber, ERPx_LMLoadTransaction.InvoiceHeaderSK
Invoice Item: Description	Identifies the Item ID and Sales Invoice Description. This is required and can be edited from the 'Item ID' and 'Sales Invoice Description' fields on the 'Properties' tab of the Item Record View. Database Field: ERPx_SOOrderItem.ItemSalesInvoiceDescription
Invoiced	Identifies the date the shipment was invoiced, formatted from the users 'Date Format' preference. This is required for the transaction to be saved in a status of 'Shipped' and greater. It can be edited from the 'Invoiced' field on the 'Shipments' tab of the Sales Transaction Record View. Database Field: ERPx_SOInvoiceHeader.InvoiceDate
Item Added	Identifies the date the item was added to the transaction, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user. This field is required. Database Field: ERPx_SOOrderItem.CreatedDate
Item Added By	Identifies the name of the user that added the item to the transaction. 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. This field is required. Database Field: ERPx_SOOrderItem.CreatedBy
Item Attribute Class	This is not required and can be edited from the 'Item Attribute Class' field on the 'Properties' tab of the Item Record View. Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPx_IMItem.AttributeClassSK
Item Class	This is required and can be edited from the 'Item Class' field on the 'Properties' tab of the Item Record View. Database Field: ERPx_IMItem.ItemClass.Description
Item Last Updated	Identifies the date the item on the transaction was last updated, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user. This field is required. Database Field: ERPx_SOOrderItem.LastUpdated
Item Last Updated By	Identifies the name of the user that last updated the item on the transaction. 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. This field is required. Database Field: ERPx_SOOrderItem.LastUser
Item Type	This is required. This field is not editable once the item has been created. Database Field: ERPx_IMItemType.Description
Item: Description	This is required and can be edited from the 'Item ID' and 'Item Description' fields on the 'Properties' tab of the Item Record View. Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_SOOrderItem.OrderItemSK
Net Margin Amt.	Identifies the final profit amount of the line item. This is not required and not stored in the database. This may be edited by editing any of the fields used in calculating this amount.
Net Margin Pct.	Identifies the percentage of final profit of the line item. This is not required and not stored in the database. This may be edited by editing any of the fields used in calculating this amount.
Off Book Amt.	Identifies the amount being accrued from one or more Off Book programs. This displays the 'Program Amt.' for each line item on the transaction that qualifies for one or more related Off Book programs. This is not required. This is a calculated field and may be edited from the Sales Program Details Record View. 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
On Hold	This is required and can be edited from either the 'Hold Code' field on the 'Home' tab of the Sales Transaction Record View or via Mass Update on the Sales Transactions List View. A transaction may be placed on hold by assigning a Hold Code. Database Fields: ERPx_MFHoldCode.HoldCode, ERPx_SOOrderHeaderHold
Other Accrual Amt.	This displays the total 'Program Amt.' for all the non-freight 'Accrual' 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. 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
Pct. Filled Units	Identifies the percentage of allocated units versus ordered units for the line item. This is a calculated field and can be edited by changing the unit allocation or 'Ord. Units' quantity for the line item. It is calculated as [Allocated Unit Quantity] / [Ordered Unit Quantity] * 100. This field is not stored in the database.
Pct. Filled Weight	Identifies the percentage of allocated weight versus ordered weight for the line item. This is a calculated field and can be edited by changing the weight allocation or 'Ord. Weight' quantity for the line item. It is calculated as [Allocated Weight] / [Ordered Weight] * 100. This field is not stored in the database.
Price	It is formatted to the Item's 'Price Decimals' and is required. It can be edited from the 'Price' column of the Sales Items List View while the transaction is in a status of New or Released. Else if the transaction is in a status of Shipped or greater, this field is disabled and is not editable. Database Field: ERPx_SOOrderItem.ItemPrice
Price UOM	It is required and can be edited from the 'Price UOM' field in the Items grid of the Sales Transaction Record View. Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.DefaultSOPriceUOMSK
Product Cost Amt.	Identifies the actual cost of the line item. 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. Database Fields: ERPx_SOOrderItem.ItemActualCost, ERPx_IMLotCostHistory.Cost, ERPx_IMLotBalance.LotSK
Production Instructions	Displays the first 100 characters from the line item's 'Production Inst.' note type. This is not required and can be edited from the Notes Dialog Box for the associated line item. Database Field: ERPx_SOOrderItemNote.Note
Purchase Order	This is not required and can be edited from the 'Purchase Order' field on the 'Home' tab of the Sales Transaction Record View. Database Field: ERPx_SOOrderHeader.PurchaseOrder
Rebate Amt.	This displays the total 'Program Amt.' for all the Rebate 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. 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
Salesperson - Inside	This is not required and can be edited from the 'Salesperson - Inside' field on the 'Properties' tab of the Sales Transaction Record View. Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPx_SOOrderHeader.InsideSalespersonSK
Salesperson - Outside	This is not required and can be edited from the 'Salesperson - Outside' field on the 'Properties' tab of the Sales Transaction Record View. Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPx_SOOrderHeader.SalesPersonSK
Ship By	This is required and can be edited from the 'Ship By' field on the 'Home' tab of the Sales Transaction Record View. Database Fields: ERPx_SOOrderItem.ScheduledShipDate, ERPx_LMLoadHeader.ScheduledShipDate
Ship City/State	Displays the destination City and State the shipment containing the item. This not is required and 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 created, this field is not editable. Database Fields: ARCustomerAddress.City, ERPx_ARCustomerAddress.State, ERPx_SOOrderHeader.ShipCity, ERPx_SOOrderHeader.ShipState
Ship Country	Displays the Country the item's shipment will be shipped to. This is not required and comes from the 'Country' field on the 'Properties' tab of the Customer Addresses Record View when the transaction was created. Once the transaction is created, this field is not editable. Database Fields: ERPx_ARCustomerAddress.Country, ERPx_SOOrderHeader.ShipCountry
Ship Phone	Displays the phone number at the address where item's shipment will be shipped to. This is not required and comes from the 'Phone' field on the 'Properties' tab of the Customer Addresses Record View when the transaction was created. Once the transaction is created, this field is not editable. Database Fields: ERPx_ARCustomerAddress.Phone1, ERPx_SOOrderHeader.ShipPhone1
Shipment	Identifies the Shipment ID of the shipment containing the line item. This is required for the transaction to be saved in a status of 'Shipped' and greater. The shipment ID is auto generated based on a combination of Carrier, Site and Ship By Date and is not editable. Database Field: ERPx_LMLoadHeader.LoadID
Shipment Status	Identifies the status of the shipment containing the line item. This is required only if a shipment exists. It can be edited from the 'Load Status' field on the 'Shipments' tab of the Sales Transaction Record View. Database Field: ERPx_LMLoadHeader.LoadStatusSK
Shipped	Identifies the date the item's shipment left the site, formatted from the users 'Date Format' preference. This field is required for the transaction to be saved in a status of 'Shipped' or greater. It can be edited from the 'Actual Ship' field on the 'Home' tab of the Sales Transaction Record View. Database Fields: ERPx_LMLoadHeader.ActualShipDate, ERPx_SOOrderHeader.ActualShipDate
Site	AKA, where the item will ship from. This is required and can be edited from the 'Site' field on the 'Home' tab of the Sales Transactions Record View for a single shipment or the first shipment if multiple exist, else it can be edited from the 'Site Name' field on the 'Shipments' tab of the Record View for subsequent shipments. Database Fields: ERPx_MFSite.SiteID, ERPx_LMLoadHeader.SiteSk
Site Name	AKA, where the item will ship from. This is required and can be edited from the 'Site' field on the 'Home' tab of the Sales Transactions Record View. for a single shipment or the first shipment if multiple exist, else it can be edited from the 'Site Name' field on the 'Shipments' tab of the Record View for subsequent shipments. Database Fields: ERPx_MFSite.SiteName, ERPx_LMLoadHeader.SiteSk
Status	This is required and can be edited from the 'Status' on the 'Home' tab of the Sales Transaction Record View. The Statuses that apply to transactions in this List View include: Database Fields: ERPx_SOOrderStatus.OrderStatusName, ERPx_SOOrderHeader.OrderStatusSK. ERPx_SOOrderItem.OrderStatusSK
Sub for Item	Identifies the Item ID the line item was substituted for. It is not required. It can be edited by clicking the Substitution button on the Sales Transaction Record View and adding substitution items for the ordered item on the Sales Order Item Substitution Record View. Database Field: ERPx_SOOrderItem.OriginTransactionItemSK
Sub. Item	Identifies if the line item has a substitute item on the same transaction. This is not required and can be edited by clicking the Substitution button on the Sales Transaction 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 Class	This is required and 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. Database Field: ERPx_SOOrderTypeDocument.DocumentID
Trans Date	It is formatted from the users 'Date Format' preference. This is required and can be edited from the 'Order Date' field on the 'Home' tab of the Sales Transaction Record View. Database Field: ERPx_SOOrderHeader.OrderDate
Trans Type	This is required. It is a system assigned value and is not editable. The transaction types are: Quote, Order, Return and Price Adjustment. Database Field: ERPx_SOOrderType.OrderTypeName
Transaction	Identifies the unique Transaction ID associated with the line item. Clicking on the link opens the corresponding transaction record view. This is required, is a system assigned value and is not editable. Database Field: ERPx_SOOrderHeader.OrderID
Units	Identifies the Line Items allocated 'Units', formatted to 2 decimal places. This is a calculated field and can only be edited by changing the quantity of allocated 'Units' on one or more line items on the Sales Transaction Record View. Database Field: ERPx_SOOrderItem.AllocatedUnits
Units - Ord.	Identifies the 'Ordered Units' for the line item, formatted to the Item's 'Unit Decimals'. This is not required and can be edited by changing the 'Ord. Units' column of the Sales Items List View based on the settings in the Status Setup master file. This field is disabled if an item's 'Manage Items By' property is "Weight Only". Database Field: ERPx_SOOrderItem.OrderedUnits
Units UOM	This is required if the item is managed by 'Units and Weight' or by 'Units Only'. It can be edited from the 'Units UOM' field in the Items grid on the Sales Transaction Record View. Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK
Weight	Identifies the Line Items allocated 'Weight', formatted to 2 decimal places. This is a calculated field and can only be edited by changing the quantity of allocated 'Weight' on one or more line items on the Sales Transaction Record View. Database Field: ERPx_SOOrderItem.AllocatedWeight
Weight - Ord.	Identifies the 'Ordered Weight' for the line item, formatted to the Item's 'Unit Decimals'. This is not required and can be edited by changing the 'Ord. Weight' column of the Sales Items List View based on the settings in the Status Setup master file. If the item's 'Allow Variable Ordered Qty' property is set to "Yes", then this field can be edited by changing the 'Ord. Weight' of the line item based on the settings in the Status Setup master file. This field is disabled if an item's 'Manage Items By' property is "Units Only". Database Field: ERPx_SOOrderItem.OrderedWeight
Weight UOM	This is required if the item is managed by 'Units and Weight' or by 'Weight Only'. It can be edited from the 'Weight UOM' field in the Items grid on the Sales Transaction Record View. Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK
Workflow Name	This is not required. It an be edited from the 'Workflow' field on the 'Home' tab of the Sales Transaction Record View. Database Fields: ERPx_MFWorkflow.WorkflowName, ERPx_SOOrderType.WorkflowSK

Sales Items List View

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