The purpose of this inquiry is to display shipments associated with sales transactions that have been posted. Users may utilize search options to filter the results. From this inquiry, users may open the corresponding sales transaction, shipment detail or export detail.

This inquiry 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: 2021.06.04 and newer

[ 1 Page Header ] [ 1.1 Search ] [ 2 Page Detail ] [ 2.1 Related Topics ] [ 2.1.1 Page Definitions ] [ 2.1.2 Technical Details ]

Page Header

Search

Search Options	Description

Search Options	Description
Carrier	This is a multi-select standard lookup that is not required to return results. It defaults as blank. The lookup contains a list of all 'Active' Carriers.
Customer	This is a multi-select standard lookup that is not required to return results. It defaults as blank. The lookup contains a list of all 'Active' Customers.
Date Range	Used to select the date the transaction was ordered, shipped or invoiced. It is used in conjunction with the Date Type field. This is a date range control that allows users to select a single date or a range of dates, formatted from the users 'Date Format' preference. This is required to return results and defaults with a date range of the past 30 days.
Date Type	Used to select the type of date to search on. It is used in conjunction with the Date Range field. This is a single-select standard lookup that is required to return results. It defaults as "Ordered". The lookup contains the values "Ordered", "Shipped" and "Invoiced".
Include	Used to specify the whether transactions in a status of "Void" should be included. This is a single-select standard lookup that is not required to return results. It defaults as blank. The lookup contains an option for "Voids".
Saved Searches
Search	Attr: [Attribute Value] (columns are not displayed by default in the grid, but may still be searched on) Carrier: [Carrier Name] Customer: [Customer ID] or [Customer Name] Invoice: [Invoice] Item: [Item ID] or [Item Description] (columns are not visible in the grid, but may still be searched on) Order: [Transaction] PO: [Purchase Order] Site: [Site ID] or [Site Name]
Site	It displays as [Site ID]: [Site Name]. This is a multi-select standard lookup that is not required to return results. It defaults as blank. The lookup contains a list of all 'Active' Sites.
Trans Class	The values in this lookup are listed alphabetically. If there is more than one Transaction Class for the Transaction Type, then the value in the lookup will display as [Transaction Type] - [Transaction Class]. This is a multi-select standard lookup that is not required to return results. It defaults as blank. The lookup contains a list of all 'Active' Transaction Classes, with the exception of Quote type transaction classes.

Page Detail

Toolbar Icons	Description

Toolbar Icons	Description
Column Filter Show/Hide
Excel
Favorites
Group By Show/Hide
Help
Print
Quick Column Filter
Refresh
Saved Layouts
Search Options
View	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.
Fields	Description
Checkbox
# Legs	Identifies the number of legs associated with the shipment. This comes from the number of legs on the Shipment Details Record View. It is not editable. Database Field: ERPh_LMLoadTransaction.CountofLegs
Address ID	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. Database Fields: ERPx_ARCustomerAddress.AddressID, ERPh_SOOrderHeader.ShipAddressSK
Address Name	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
Amount	Identifies the total allocated extended amount for all line items on the shipment, formatted to 2 decimals. This is a calculated field that is not editable. 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: ERPh_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 that is not editable. 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: ERPh_SOOrderItem.OrderedAmount
Attention To	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
BOL	This comes from the 'BOL' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable. Database Field: ERPh_SOOrderHeader.BOL
Booking #	Identifies the Booking Number associated with the shipment. This can be edited from the 'Booking #' field on the Export Details Record View. Database Field: ERPh_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 comes from the 'Carrier' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable. Database Fields: ERPx_SOCarrier.CarrierName, ERPh_SOOrderItem.CarrierSK
Created	This value comes from the Created Date & Time of the Order. Database Field: ERPh_SOOrderHeader.CreatedDate
Created By	This value comes from the Created Date & Time of the Order. Database Field: ERPh_SOOrderHeader.CreatedBy
Currency	This comes from the 'Currency' associated with the Customer on the transaction. This field is not editable. Database Fields: ERPx_MFCurrency.CurrencyID, ERPh_SOOrderHeader.CurrencySK
Customer ID	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. Database Fields: ERPx_ARCustomer.CustomerID, ERPh_SOOrderHeader.CustomerSK
Customer Name	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. Database Fields: ERPx_ARCustomer.CustomerName, ERPh_SOOrderHeader.CustomerSK
Forwarder	Displays the name/ID of the forwarder that corresponds to the shipment. This can be edited from the 'Forwarder' field on the Export Details Record View. Database Field: ERPh_LMLoadHeader.Forwarder
Freight Amt.	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. 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
Freight Terms	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. Database Fields: ERPh_LMLoadHeader.SOFreightTermsEN, ERPh_LMLoadTransaction.SOFreightTermsEN
GL Date	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
GL Period	Identifies the fiscal period based on the GL Date on the shipment. This comes from the 'GL Date' field on the 'Shipments' tab of the Sales Transaction Record View. This field is not stored in the database. It is not editable.
GL Year	Identifies the fiscal year based on the GL Date on the shipment. This comes from the 'GL Date' field on the 'Shipments' tab of the Sales Transaction Record View. This field is not stored in the database. It is not editable.
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 comes from the 'Invoice #' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable. Database Field: ERPh_SOInvoiceHeader.InvoiceNumber
Invoiced	Identifies the date the shipment was invoiced, formatted from the users 'Date Format' preference. This comes from the 'Invoiced' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable. Database Field: ERPh_SOInvoiceHeader.InvoiceDate
Last Updated	This is a system assigned value and is never editable by a user. Database Field: ERPh_LMLoadHeader.LastUpdated
Last Updated By	This is a system assigned value and is never editable by a user. Database Field: ERPh_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 that is not stored in the database. This field is not editable. It is calculated as [Allocated Unit Quantity] / [Ordered Unit Quantity] * 100.
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 that is not stored in the database. This field is not editable. It is calculated as [Allocated Weight] / [Ordered Weight] * 100.
Place of Delivery	This can be edited from the 'Place of Delivery' field in the header of the Export Details Record View. Database Field: ERPh_LMLoadHeader.DeliveryPort
Place of Delivery Date	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
Port of Discharge	This can be edited from the 'Port of Discharge' field in the header of the Export Details Record View. Database Field: ERPh_LMLoadHeader.DischargePort
Port of Discharge Date	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
Port of Entry	This can be edited from the 'Port of Entry' field in the header of the Export Details Record View. Database Field: ERPh_LMLoadHeader.EntryPort
Port of Entry Date	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
Port of Loading	This can be edited from the 'Port of Loading' field in the header of the Export Details Record View. Database Field: ERPh_LMLoadHeader.LoadingPort
Port of Loading Date	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
Product Cost Amt.	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. Database Fields: ERPh_SOOrderItem.OrderItemActualCost, ERPx_IMLotCostHistory.Cost, ERPx_IMLotBalance.LotSK
Purchase Order	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
Salesperson - Inside	This comes from the 'Salesperson - Inside' field on the 'Properties' tab of the Sales Transaction Record View. It is not editable. Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 2, ERPh_SOOrderHeader.InsideSalespersonSK
Salesperson - Outside	This comes from the 'Salesperson - Outside' field on the 'Properties' tab of the Sales Transaction Record View. It is not editable.

Sales Shipment History Inquiry

Page Header

Search

Page Detail