The purpose of this page is to view Sales Order Shipments for un-posted sales transactions. From here users can open sales transactions or jump directly to the Shipment Details, Load details, and/or Export Details. Users can also use the Mass Update to set Load and/or Sales Order Attributes.

This list view also contains columns for each Attribute that is set up for the 'Sales Order' and 'Logistics' attribute types. Because these are user defined, they are not included in the default view but can be added a saved column layout. Sales Order and Load Management (Logistics) attributes are not included in the help documentation.

Software Version: 2023.10.31 and newer

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

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Mass Update	Logistics Attributes: All Logistics attributes configured in the Attributes Master File. Assigns the entered/selected value to selected/filtered transactions when Apply is clicked. Sales Order Attributes: All Sales Order attributes configured in the Attributes Master File. Assigns the entered/selected value to selected/filtered transactions when Apply is clicked.
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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Fields	Description
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# Legs	Identifies the number of legs associated with the shipment. This is required and can be edited by adding a new leg on the Shipment Details Record View. Database Field: ERPx_LMLoadTransaction.CountofLegs
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 total allocated extended amount for all line items on the shipment, formatted to 2 decimals. This is a calculated field and can be edited by changing the unit/weight allocations or by updating the 'Price' field of a line item associated with the shipment on the Sales Transaction Record View. It is calculated as [Allocated Quantity] * [Price], where [Allocated Quantity] is the Allocated Units if the 'Price UOM' for the item is is a Unit UOM and is the Allocated Weight if the 'Price UOM' for the item is a Weight UOM. Database Field: ERPx_SOOrderItem.AllocatedAmount
Amount - Ord.	Identifies the total ordered extended amount for all line items on the shipment, formatted to 2 decimals. This is a calculated field and can be edited by changing the unit/weight Ordered Quantities or by updating the 'Price' of a line item associated with the shipment 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 is a Unit UOM and is the 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	This is not required and can be edited from the 'BOL' field on the 'Shipments' tab of the Sales Transaction Record View. Database Field: ERPx_LMLoadTransaction.BOL
Booking #	This is not required and can be edited from the 'Booking #' field on the Export Details Record View. Database Field: ERPx_LMLoadHeader.BookingNumber
Brokerage Amt.	This field displays the 'Program Amt.' of all items on the shipment that qualify for the program. This field is not required. This field 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
Carrier Name	Identifies the Carrier Name of the first leg of the shipment. 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 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
Created	This value comes from the Created Date & Time of the Order. This field is required. Database Field: ERPx_SOOrderHeader.CreatedDate
Created By	This value comes from the Created Date & Time of the Order. This field is required. Database Field: ERPx_SOOrderHeader.CreatedBy
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_ARCustomer.CustomerID, ERPx_SOOrderHeader.CustomerSK
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 Shipment 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' is in the future and a negative number when the 'Ship By' is in the past. This 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 Field: ERPx_LMLoadTransaction.DeliverOnDate
Forwarder	Displays the name/ID of the forwarder that corresponds to the shipment. This is not required and can be edited from the 'Forwarder' field on the Export Details Record View. Database Field: ERPx_LMLoadHeader.Forwarder
Freight Amt.	Identifies the total freight amount for the shipment. This is a calculated field. It is calculated as [Freight Weight] x [Freight Rate] x ([Surcharge %] / 100) + [Other Charges] for all legs of the shipment. This can be edited by updating the 'Freight Rate', 'Surcharge %' or 'Other Charges' fields on the Shipment 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 Fields: ERPx_LMLoadHeader.TotalFreight, ERPx_LMLoadTransaction.FreightAmount
Freight Terms	Identifies the Freight Terms assigned to the shipment. This is not required and can be edited from the 'Freight Terms' field on the 'Shipments' tab of the Sales Transaction Record View. This lookup contains a list of all 'Active' Freight Terms. Database Fields: ERPx_LMLoadHeader.SOFreightTermsEN, ERPx_LMLoadTransaction.SOFreightTermsEN
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	Identifies the fiscal period based on the GL Date on the shipment. 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	Identifies the fiscal year based on the GL Date on the shipment. 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, of the Shipment. 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.
Gross Margin Pct.	Identifies the percentage of profit, using only product costs, of the Shipment. 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.
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 on the 'Shipments' tab of the Sales Transaction Record View. Database Field: ERPx_SOInvoiceHeader.InvoiceNumber
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
Last Updated	This is a system assigned value and is never editable by a user. This field is required. Database Field: ERPx_LMLoadHeader.LastUpdated
Last Updated By	This is a system assigned value and is never editable by a user. This field is required. Database Field: ERPx_LMLoadHeader.LastUser
Net Margin Amt.	Identifies the final profit amount of the Shipment. 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.
Net Margin Pct.	Identifies the percentage of final profit of the Shipment. 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.
Other Accrual Amt.	This field displays the total 'Program Amt.' of all items on the shipment that qualify for the program. This field is not required. This field 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 all line items that make up the shipment. This is a calculated field and can be edited by changing the unit allocation or 'Ord. Units' quantity for a line item on the shipment. 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 all line items that make up the shipment. This is a calculated field and can be edited by changing the weight allocation or 'Ord. Weight' quantity for a line item on the shipment. It is calculated as [Allocated Weight] / [Ordered Weight] * 100. This field is not stored in the database.
Place of Delivery	This is not required and can be edited from the 'Place of Delivery' field in the header of the Export Details Record View. Database Field: ERPx_LMLoadHeader.DeliveryPort
Place of Delivery Date	This is not required and can be edited from the 'Place of Delivery / Date' field in the header of the Export Details Record View. Database Field: ERPx_LMLoadHeader.DeliveryDate
Port of Discharge	This is not required and can be edited from the 'Port of Discharge' field in the header of the Export Details Record View. Database Field: ERPx_LMLoadHeader.DischargePort
Port of Discharge Date	This is not required and can be edited from the 'Port of Discharge / Date' field in the header of the Export Details Record View. Database Field: ERPx_LMLoadHeader.DischargeDate
Port of Entry	This is not required and can be edited from the 'Port of Entry' field in the header of the Export Details Record View. Database Field: ERPx_LMLoadHeader.EntryPort
Port of Entry Date	This is not required and can be edited from the 'Port of Entry / Date' field in the header of the Export Details Record View. Database Field: ERPx_LMLoadHeader.EntryDate
Port of Loading	This is not required and can be edited from the 'Port of Loading' field in the header of the Export Details Record View. Database Field: ERPx_LMLoadHeader.LoadingPort
Port of Loading Date	This is not required and can be edited from the 'Port of Loading / Date' field in the header of the Export Details Record View. Database Field: ERPx_LMLoadHeader.LoadingDate
Product Cost Amt.	Identifies the actual cost of all items on the Shipment. 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
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
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: ERPx_ARCustomerAddress.City, ERPx_ARCustomerAddress.State, ERPx_SOOrderHeader.ShipCity, ERPx_SOOrderHeader.ShipState
Ship Country	Displays the Country the 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 the 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	Clicking on the link opens the corresponding Shipment Details Record View. The shipment ID is auto generated based on a combination of Carrier, Site and Ship By Date. This is required, is a system assigned value and is not editable. Database Field: ERPx_LMLoadHeader.LoadID
Shipment Status	Identifies the status of the shipment. This is required and comes from the 'Load Status' field on the 'Shipments' tab of the Sales Transaction Record View. This field displays as "New" for transactions in a Status of 'New' or 'Released'. This field displays as "Shipped" for transactions in a Status of 'Shipped', 'Approved', and 'Ready To Post'. This field displays as "Posted" for transactions in a Status of 'Posted'. This field is not editable. Database Field: ERPx_LMLoadHeader.LoadStatusSK
Shipped	Identifies the date the 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
Shipping Line	This is not required and can be edited from the 'Shipping Line' field on the Export Details Record View. Database Field: ERPx_LMLoadHeader.ShippingLine
Site	Identifies the Site ID (warehouse ID) where the shipment 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	Identifies the name of the Site where the shipment 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
Tracking #	Identifies the tracking number associated with the shipment(s) on the order. This is not required and can be edited from the 'Tracking #' field on the 'Shipments' tab of the Sales Transaction Record View. Database Field: ERPx_LMLoadTransaction.TrackingNumber
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

Sales Shipments List View

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