Displays a drop down menu of options. The list of options includes:

• Transaction: Opens the Sales Transaction Record View for the selected transaction.
• Journal Details: Opens the Journal Details Record View to view journal entry details for the selected transaction.
• Shipment Details: Opens the Shipment Details Record View to view freight cost and other freight details for non-logistics shipments for the selected transaction.
• Export Details: Opens the Export Details Record View to view and enter additional information regarding the shipment container.

Identifies the ID of the Address for the associated Account. This comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View. It can be edited from the 'Address ID' field on the 'Properties' tab of the Customer Addresses 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, ERPh_SOOrderHeader.ShipAddressSK

Identifies the ID of the Address for the associated Account. This comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View. It can be edited from the 'Address Name' field on the 'Properties' tab of the Customer Addresses Record View.

Database Fields: ERPx_ARCustomerAddress.AddressName, ERPh_SOOrderHeader.ShipAddressSK

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 '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, ERPh_SOOrderHeader.ShipAttentionTo

Identifies the Bill of Lading associated with the shipment(s) on the order. This comes from the 'BOL' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable. 

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 Field: ERPh_SOOrderHeader.BOL

Identifies the amount being accrued from one or more Brokerage programs. 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

Identifies the Carrier Name of the first leg of the shipment. This comes from the 'Carrier' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable. 

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

Identifies the Created Date & Time of the record, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user. This value comes from the Created Date & Time of the Order.

Database Field: ERPh_SOOrderHeader.CreatedDate

Identifies the name of the user that created the record. 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 value comes from the Created Date & Time of the Order. 

Database Field: ERPh_SOOrderHeader.CreatedBy

Identifies the Currency assigned to the transaction. This comes from the 'Currency' associated with the Customer on the transaction. 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

Displays the unique identifier for the Customer record or for the Customer assigned to a transaction. This comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View. It can be edited from the 'Customer ID' field on the 'Properties' tab of the Customer 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

Identifies the name of the Customer record or for the Customer assigned to a transaction. This comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View. It can be edited from the 'Customer Name' field on the 'Properties' tab of the Customer Record View.

Customer Names are used as a long description for Customer records. 

Database Fields: ERPx_ARCustomer.CustomerName, ERPh_SOOrderHeader.CustomerSK 

Identifies the total freight amount for the shipment. This can be edited by updating the 'Freight Rate', 'Surcharge %' or 'Other Charges' fields on the Shipment Details Record View.

The Freight Amt. represents the freight/shipping cost of the Product(s) on a Sales Transaction. It is set one of two ways:

1. Manually by clicking on the Shipment hyperlink on the Shipment Tab and entering delivered freight amounts.
2. Automated from 'Accrual' Sales Programs where the 'Freight Accrual' property is set to "Yes".

The amounts entered are rolled down to the items based on total weight. 

 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: ERPh_LMLoadHeader.TotalFreight, ERPh_LMLoadTransaction.FreightAmount

Identifies the freight terms assigned to the shipment. This comes from the 'Freight Terms' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable. 

Freight Terms are used to describe the contract terms between the shipper and receiver or product. They can be assigned to Inventory Transfer and Sales Order Shipments. These can print on transaction documents but do not drive an other functionality.

Database Fields: ERPh_LMLoadHeader.SOFreightTermsEN, ERPh_LMLoadTransaction.SOFreightTermsEN

Identifies the date the transaction posted (or will post) to the general ledger. This comes from the 'GL Date' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable. 

Database Field: ERPh_SOInvoiceHeader.GLDate

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.

The Gross Margin Amt. is a calculated field that identifies the profit amount just factoring in product costs. Whereas the Net Margin Amount is used to show the final profit amount that also includes Freight, Brokerage, Rebates, and Other Accrued expenses, the Gross Margin Amt. only includes Product Costs. It is calculated as:

[Ext. Amount] - [Product Cost Amt.]

Identifies the invoice number associated with the sales order shipment. This comes from the 'Invoice #' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable. 

Database Field: ERPh_SOInvoiceHeader.InvoiceNumber

Identifies the Last Updated Date & Time of the Transaction, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user. This is a system assigned value and is never editable by a user. 

Database Field: ERPh_LMLoadHeader.LastUpdated

Identifies the name of the user that last updated 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 is a system assigned value and is never editable by a user.

Database Field: ERPh_LMLoadHeader.LastUser

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.

The Net Margin Amt. is a calculated field that identifies the final profit amount. Whereas the Gross Margin Amount is used to show the difference between the sales revenue and the Product Cost, the Net Margin Amount also includes Freight, Brokerage, Rebate, and Other Accrued expenses. It is calculated as:

[Gross Margin Amt.] - [Freight Amt.] - [Brokerage Amt.] - [Rebate Amt.] - [Other Accrual Amt.]

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.

The Net Margin % is a calculated field that identifies the final profit %. Whereas the Gross Margin % is used to show the profit margin just factoring sales revenue less Product Cost, the Net Margin % also includes Freight, Brokerage, Rebate, and Other Accrued expenses. It is calculated as:

[Net Margin Amt.] / [Amount]

The Other Accruals represent the amount calculated from 'Accrual' Sales Programs where the 'Freight Accrual' property is set to "No". 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

Identifies the place the shipment was delivered to. This can be edited from the 'Place of Delivery' field in the header of the Export Details Record View.

Database Field: ERPh_LMLoadHeader.DeliveryPort

Identifies the date the shipment was delivered, formatted from the users 'Date Format' preference. This can be edited from the 'Place of Delivery / Date' field in the header of the Export Details Record View.

Database Field: ERPh_LMLoadHeader.DeliveryDate

Identifies the port the shipment was discharged from. This can be edited from the 'Port of Discharge' field in the header of the Export Details Record View.

Database Field: ERPh_LMLoadHeader.DischargePort

Identifies the date the shipment was discharged from the receiving port, formatted from the users 'Date Format' preference. This can be edited from the 'Port of Discharge / Date' field in the header of the Export Details Record View.

Database Field: ERPh_LMLoadHeader.DischargeDate

Identifies the port the shipment entered from. This can be edited from the 'Port of Entry' field in the header of the Export Details Record View.

Database Field: ERPh_LMLoadHeader.EntryPort

Identifies the date the shipment arrived at the receiving port, formatted from the users 'Date Format' preference. This can be edited from the 'Port of Entry / Date' field in the header of the Export Details Record View.

Database Field: ERPh_LMLoadHeader.EntryDate

Identifies the port where the shipment was loaded. This can be edited from the 'Port of Loading' field in the header of the Export Details Record View.

Database Field: ERPh_LMLoadHeader.LoadingPort

Identifies the date the shipment was loaded at the port, formatted from the users 'Date Format' preference. This can be edited from the 'Port of Loading / Date' field in the header of the Export Details Record View.

Database Field: ERPh_LMLoadHeader.LoadingDate

Identifies the actual cost of all items on the Shipment. 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.

The Product Cost Amt. represents the actual cost of the Product(s) sold. It is set one of two ways:

1. For Sales Inventory Items, on transactions, that have not been allocated (just ordered) this comes from the 'Actual Cost' assigned on the Item Master File. This allows for calculating an estimated product cost, gross margin, and net margin.
2. For Sales Inventory Items, on transactions, that have been allocated this comes from the 'Actual Cost' assigned on the Lot. This allows for a more accurate product cost, gross margin, and net margin.

Note: Until the Lots have been closed for Costing, the Product Cost Amounts are subject to change.  

Database Fields: ERPh_SOOrderItem.OrderItemActualCost, ERPx_IMLotCostHistory.Cost, ERPx_IMLotBalance.LotSK

Identifies the Purchase Order number (PO number) entered for the transaction or transaction line item. This comes from the 'Purchase Order' field on the 'Home' tab of the Sales Transaction Record View. It is not editable. 

Database Field: ERPh_SOOrderHeader.PurchaseOrder

Identifies the name of the inside salesperson associated with the transaction. This comes from the 'Salesperson - Inside' field on the 'Properties' tab of the Sales Transaction Record View. It is not editable. 

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

Identifies the name of the outside salesperson associated with the transaction. This comes from the 'Salesperson - Outside' field on the 'Properties' tab of the Sales Transaction Record View. It is not editable. 

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

Displays the destination City and State of the shipment. This 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 posted, this field is not editable.

The City identifies the value of 'City' in an address record. The State identifies the value of 'State' in an address record.

Database Fields: ERPx_ARCustomerAddress.City, ERPx_ARCustomerAddress.State, ERPh_SOOrderHeader.ShipCity, ERPh_SOOrderHeader.ShipState

Displays the Country the shipment will be shipped to. This comes from the 'Country' field on the 'Properties' tab of the Customer Addresses Record View when the transaction was created. Once the transaction is posted, this field is not editable.

The Country identifies the 'Country' of an address record. 

Database Fields: ERPx_ARCustomerAddress.Country, ERPh_SOOrderHeader.ShipCountry

Displays the phone number at the address where the shipment will be shipped to. This comes from the 'Phone' field on the 'Properties' tab of the Customer Addresses Record View when the transaction was created. Once the transaction is posted, this field is not editable.

Used to record the primary phone number associated with an address. This is informational only. 

Database Fields: ERPx_ARCustomerAddress.Phone1, ERPh_SOOrderHeader.ShipPhone1

Displays the name/ID of the business that transports the products aboard the ship. This can be edited from the 'Shipping Line' field on the Export Details Record View.

Database Field: ERPh_LMLoadHeader.ShippingLine

Identifies the Site ID (warehouse ID) where the shipment will ship from. This comes from the 'Site' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable. 

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

Identifies the name of the Site where the shipment will ship from. This comes from the 'Site' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable. 

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

Identifies the Status of the transaction. This comes from the 'Status' on the 'Home' tab of the Sales Transaction Record View. It is not editable. 

Status is used to identify where a transaction, Purchase Order, Price List, BOM, or Master File record is in its life cycle. Records start in a Status of 'New' and progress sequentially through additional statuses until they are 'Posted' or 'Closed'. The list of potential Statuses changes depending on the transaction type.  The Statuses that apply to transactions in this Inquiry include:

Posted: Signifies the transaction has been posted and/or applied to a transactions (e.g. Payment Receipt). When a transaction is posted, it updates the General Ledger and/or On Hand Item Balances. While in the Status of 'Posted' transactions are considered closed and all the fields are disabled with the exception of a few fields that are always editable.

Void: Signifies a previously posted transaction has been voided. This status is only available for transactions that support voiding posted records (not all transactions support this). Voided transactions remain in the database and can be viewed from history inquiries.

Database Fields: ERPx_SOOrderStatus.OrderStatusName, ERPh_SOOrderHeader.OrderStatusSK

The unique identifier of the Transaction Class. This comes from the 'Transaction Class' value selected by the user when the transaction was created. It is not editable. 

Identifies the date of the transaction. It is formatted from the users 'Date Format' preference. This comes from the 'Order Date' field on the 'Home' tab of the Sales Transaction Record View. It is not editable. 

Database Field: ERPh_SOOrderHeader.OrderDate

Identifies the unique Transaction ID containing the shipment. 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

Displays the name/ID of the Vessel carrying the shipment. This can be edited from the 'Vessel' field in the header of the Export Details Record View. 

Database Field: ERPh_LMLoadHeader.Vessel