SO Order Transaction (XML)

Element	Parent	Required	Data Type	Description	Valid Values
SalesOrders
SalesOrder	SalesOrders
Header	SalesOrder
Company	Header	Yes	VARCHAR(15)	This is the ID of the company that you are sending data for. The value must match an entry in ERPx_MFDataEntityCompany for the Company ID column.
User	Header	No	VARCHAR(110)	This is the user who is completing the transaction. Does not have to be a valid NS user.
Order	Header	Yes	VARCHAR(50)	This is the NorthScope sales order or return number. It must match an entry in the ERPx_SOOrderHeader table, column OrderID that has not yet been shipped.
OrderType	Header	Yes	VARCHAR(25)	This is the type of order being integrated.	Order, Return
Status	Header	Yes	VARCHAR(25)	This is the header status for the order. Line item statuses over-ride header status so this value is not always used.	New, In Process, Staging, Loading, Shipped
Dates	Header
ActualShipDate	Dates	No	DATETIME	This is the date the order actually shipped and is required if the order is being shipped.
Workflow	Dates	No	VARCHAR(100)	Workflow that the order is being moved to. Must match an entry from ERPx_WKWorkflow table for the appropriate transaction type and site.
PurchaseOrder	Dates	No	VARCHAR(20)	Not used at this time but included for future features.
Carrier	Dates	No	VARCHAR(50)	Must match a valid Carrier Name from the ERPx_SOCarrier table.
Lines	SalesOrder
Line	Lines
Item	Line	Yes	VARCHAR(50)	This should match an Item ID on the order that you are trying to update. Additionally, the Item ID sent must be the correct item for the Sequence line you are updating. The only exception to this rule is if you are sending a substitute item.
Sequence	Line	No	BIGINT	This should match a valid OrderItemSK value for the order you are updating in the ERPx_SOOrderItem table.
IsSubstitute	Line	No	VARCHAR(3)	Identifies if you are sending a substitute item instead of the ordered item. If 'Yes', the Item value must be a valid substitute for the original item that was ordered and the SequenceValue should be the value of that originally ordered line.	Yes or <blank>
Carrier	Line	No	VARCHAR(50)	Must match a valid Carrier Name from the ERPx_SOCarrier table.
Site	Line	Yes	VARCHAR(20)	This is the site that the item is shipping from. The value must match a valid Site ID from the ERPx_SOCarrier table.
Status	Line	Yes	VARCHAR(25)	This should be the status that the order line is being updated to.	New, In Process, Staging, Loading, Shipped
ScheduledShip	Line	No	DATETIME	This is the scheduled ship date for this order line.
Allocations	Line	Yes
Allocation	Allocations	Yes
AllocatedUnits	Allocation	No	NUMERIC(18,5)	This should be the total units that are being allocated to this line or lot (if an item is lot tracked). The attribute for UOMID should contain a valid units unit of measure ID for the item being allocated.
AllocatedWeight	Allocation	No	NUMERIC(18,5)	This should be the total weight that is being allocated to this line or lot (if an item is lot tracked). The attribute for UOMID should contain a valid weight unit of measure ID for the item being allocated.
Lot	Allocation	No	VARCHAR(50)	This is the production batch (or "lot") number that is being allocated if an item is lot tracked.
Owner	Allocation	No	VARCHAR(25)	This is the name of the owner assigned to the lot. Must be a valid owner configured in the system.

Example:

<SalesOrders> 
    <SalesOrder> 
        <Header Operation="Allocate">          
            <Company Type="ID">XYZ</Company>         
            <User Type="ID">UserA</User>        
            <Order Type="ID">12345</Order>   
            <OrderType Type="ID">Order</OrderType>
            <Status Type="ID">Shipped</Status>              
            <Dates>       
                <ActualShip>2018-01-11 19:01:02</ActualShip>       
            </Dates>     
            <Workflow Type="ID" />       
            <PurchaseOrder />  
            <Carrier Type="ID" />             
        </Header>    
        <Lines>           
            <Line>           
                <Item Type="ID">54321</Item>     
                <Sequence>101001</Sequence>    
                <IsSubstitute />      
                <Carrier Type="ID" />           
                <Site Type="ID">ABC</Site>             
                <Status Type="ID">Shipped</Status>           
                <ScheduledShip>2018-01-11 19:01:02</ScheduledShip>      
                <Allocations Automatic="False">    
                    <Allocation>           
                        <AllocatedUnits UOMID="CASE">1.00000</AllocatedUnits>          
                        <AllocatedWeight UOMID="LB">10.60000</AllocatedWeight>     
                        <Lot Type="ID">18000</Lot>      
                        <Owner>NLP</Owner> 
                    </Allocation>         
                </Allocations>         
            </Line>         
            <Line>           
                <Item Type="ID">98765</Item>     
                <Sequence>102002</Sequence>    
                <IsSubstitute>Yes</IsSubstitute>    
                <Carrier Type="ID" />           
                <Site Type="ID">ABC</Site>             
                <Status Type="ID">Shipped</Status>           
                <ScheduledShip>2018-01-11 19:01:02</ScheduledShip>      
                <Allocations Automatic="False">    
                    <Allocation>           
                        <AllocatedUnits UOMID="CASE">1.000000</AllocatedUnits>        
                        <AllocatedWeight UOMID=""></AllocatedWeight>            
                        <Lot Type="ID">18300</Lot>       
                    </Allocation>         
                </Allocations>              
             </Line>         
</Lines>         
</SalesOrder>
</SalesOrders>

Example of a unit only item:

      <Line>           
                <Item Type="ID">10000</Item>     
                <Sequence>102004</Sequence>    
                <IsSubstitute />     
                <Carrier Type="ID" />           
                <Site Type="ID">ABC</Site>             
                <Status Type="ID">Shipped</Status>           
                <ScheduledShip>2018-01-11 19:01:02</ScheduledShip>      
                <Allocations Automatic="False">    
                    <Allocation>           
                        <AllocatedUnits UOMID="CASE">1.000000</AllocatedUnits>            
                        <Lot Type="ID">18300</Lot>       
                    </Allocation>         
                </Allocations>              
             </Line>

Example of a weight only item:

      <Line>           
                <Item Type="ID">10050</Item>     
                <Sequence>102005</Sequence>    
                <IsSubstitute />         
                <Carrier Type="ID" />           
                <Site Type="ID">ABC</Site>             
                <Status Type="ID">Shipped</Status>           
                <ScheduledShip>2018-01-11 19:01:02</ScheduledShip>      
                <Allocations Automatic="False">    
                    <Allocation>           
                        <AllocatedWeight UOMID="LB">35.000000</AllocatedWeight>            
                        <Lot Type="ID">18300</Lot>       
                    </Allocation>         
                </Allocations>              
             </Line>

Example of a fixed weight or variable weight item where both units and weight are required:

            <Line>           
                <Item Type="ID">10075</Item>     
                <Sequence>102006</Sequence>    
                <IsSubstitute />         
                <Carrier Type="ID" />           
                <Site Type="ID">ABC</Site>             
                <Status Type="ID">Shipped</Status>           
                <ScheduledShip>2018-01-11 19:01:02</ScheduledShip>      
                <Allocations Automatic="False">    
                    <Allocation>           
                        <AllocatedUnits UOMID="CASE">1.000000</AllocatedUnits>   
                        <AllocatedWeight UOMID="LB">50.000000</AllocatedWeight>             
                        <Lot Type="ID">18300</Lot>       
                    </Allocation>         
                </Allocations>              
             </Line>