The purpose of this inquiry is to display items on 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, invoice or shipment detail.

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

Software Version: 2026.08.05 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 ]

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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".
Item	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' Items.
Item 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' Item Classes.
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] 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.

Page Detail

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Toolbar Icons	Description
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View	Transaction: Opens the Sales Transaction Record View for the selected transaction. Invoice: Opens the Sales Transaction Record View for the selected invoice. Shipment Details: Opens the Shipment Details Record View to view freight cost and other freight details for non-logistics shipments for the selected transaction.
Fields	Description
Checkbox
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, ERPx_SOOrderHeader.AddressSK
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.AddressSK
Amount	Identifies the Line Item's allocated extended amount, formatted to 2 decimal places. This is a calculated field that is not editable. 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: ERPh_SOOrderItem.AllocatedAmount
Amount - Ord.	Identifies the Line Item's ordered extended amount, formatted to 2 decimal places. 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 a Unit UOM, and 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	Identifies the Bill of Lading associated with the shipment of the line item. This comes from the 'BOL' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable. Database Fields: ERPh_SOOrderHeader.BOL, ERPh_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 comes from the 'Carrier' field of the associated shipment on the 'Shipments' tab of the Sales Transaction Record View. It is not editable. Database Fields: ERPx_SOCarrier.CarrierName, ERPh_SOOrderItem.CarrierSK
Contract #	Identifies the sales contract the line item is associated with. This comes from the 'Contract' field on the Sales Transaction Record View grid. It is not editable. Database Fields: ERPx_SCContractHeader.ContractID, ERPh_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: ERPh_SOOrderItem.ExtendedCostAmount
Created	Database Field: ERPx_SOOrderHeader.CreatedDate
Created By	Database Field: ERPx_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
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: ERPh_SOOrderItem.FreightAccrualAmount
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	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	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, 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 comes from the 'Invoice #' field for the associated shipment on the 'Shipments' tab of the Sales Transaction Record View. It is not editable. Database Fields: ERPh_SOInvoiceHeader.InvoiceNumber, ERPh_LMLoadTransaction.InvoiceHeaderSK
Invoice Item: Description	Identifies the Item ID and Sales Invoice Description. This comes from the 'Item ID' and 'Sales Invoice Description' fields on the 'Properties' tab of the Item Record View. It is not editable. Database Field: ERPh_SOOrderItem.ItemSalesInvoiceDescription
Invoiced	Identifies the date the shipment containing the item 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
Item Attribute Class	This comes from the 'Item Attribute Class' field on the 'Properties' tab of the Item Record View. It is not editable. Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPx_IMItem.AttributeClassSK
Item Class	This comes from the 'Item Class' field on the 'Properties' tab of the Item Record View. It is not editable. Database Field: ERPx_IMItem.ItemClass.Description
Item Type	This comes from the 'Item Type' field on the 'Properties' tab of the Item Record View. It is not editable. Database Field: ERPx_IMItemType.Description
Item: Description	This comes from the 'Item ID' and 'Item Description' fields on the 'Properties' tab of the Item Record View. It is not editable. Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPh_SOOrderItem.OrderItemSK
Last Updated	Database Field: ERPx_SOOrderHeader.LastUpdated
Last Updated By	Database Field: ERPx_SOOrderHeader.LastUser
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
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 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 the line item. 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.
Price	It is formatted to the Item's 'Price Decimals'. It comes from the 'Price' column of the Sales Items List View or the 'Price' field in the Items grid on the Sales Transaction Record View. It is never editable. Database Field: ERPh_SOOrderItem.ItemPrice
Price UOM	It comes from the 'Price UOM' field in the Items grid of the Sales Transaction Record View. It is never editable. Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitsUOMSK, ERPx_SOOrderItem.WeightUOMSK, ERPh_SOOrderItem.UnitsUOMSK, ERPh_SOOrderItem.WeightUOMSK
Production Instructions	Displays the first 100 characters from the line item's 'Production Inst.' note type. This can be edited from the Notes Dialog Box for the associated line item on the Sales Transaction Record View. Database Field: ERPx_SOOrderItemNote.Note
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
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 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, ERPx_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. Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPx_SOOrderHeader.SalesPersonSK
Ship City/State	Displays the destination City and State the shipment containing the item. 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. Database Fields: ARCustomerAddress.City, ERPx_ARCustomerAddress.State, ERPh_SOOrderHeader.ShipCity, ERPh_SOOrderHeader.ShipState
Ship Country	Displays the Country the item's 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. Database Fields: ERPx_ARCustomerAddress.Country, ERPh_SOOrderHeader.ShipCountry
Ship Phone	Displays the phone number at the address where item's 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. Database Fields: ERPx_ARCustomerAddress.Phone1, ERPh_SOOrderHeader.ShipPhone1
Shipment	Identifies the Shipment ID of the shipment containing the line item. The shipment ID is auto generated based on a combination of Carrier, Site and Ship By Date and is not editable. Database Field: ERPh_LMLoadHeader.LoadID
Shipped	Identifies the date the item's shipment left the site, formatted from the users 'Date Format' preference. This comes from the 'Shipped' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable. Database Fields: ERPh_LMLoadHeader.ActualShipDate, ERPh_SOOrderHeader.ActualShipDate
Site	Identifies the Site ID where the item will ship from. This comes from the 'Site' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable. Database Fields: ERPx_MFSite.SiteID, ERPh_LMLoadHeader.SiteSk
Site Name	Identifies the name of the Site where the item will ship from. This comes from the 'Site' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable. Database Fields: ERPx_MFSite.SiteName, ERPh_LMLoadHeader.SiteSk
Status	This comes from the 'Status' on the 'Home' tab of the Sales Transaction Record View. It is not editable. The Statuses that apply to transactions in this Inquiry include: Database Fields: ERPx_SOOrderStatus.OrderStatusName, ERPh_SOOrderHeader.OrderStatusSK
Sub for Item	Identifies the Item ID the line item was substituted for. It is not editable. Database Field: ERPh_SOOrderItem.OriginTransactionItemSK
Sub. Item	Identifies if the line item has a substitute item on the same transaction. This field is not editable and is not stored in the database.
Trans Class	This comes from the 'Transaction Class' value selected by the user when the transaction was created. It is not editable. Database Field: ERPx_SOOrderTypeDocument.DocumentID
Trans Date	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
Trans Type	This 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. This is a system assigned value and is not editable. Database Field: ERPh_SOOrderHeader.OrderID
Units	Identifies the Line Items allocated 'Units', formatted to 2 decimal places. This is a calculated field that is not editable. Database Field: ERPh_SOOrderItem.AllocatedUnits
Units - Ord.	Identifies the 'Ordered Units' for the line item, formatted to the Item's 'Unit Decimals'. This is a calculated field that is not editable. Database Field: ERPh_SOOrderItem.OrderedUnits
Units UOM	This comes from the 'Units UOM' field in the Items grid on the Sales Transaction Record View. It is not editable. Database Fields: ERPx_IMUOM.UOMName, ERPh_SOOrderItem.UnitUOMSK
Weight	Identifies the Line Items allocated 'Weight', formatted to 2 decimal places. This is a calculated field that is not editable. Database Field: ERPh_SOOrderItem.AllocatedWeight
Weight - Ord.	Identifies the 'Ordered Weight' for the line item, formatted to the Item's 'Unit Decimals'. This is a calculated field that is not editable. Database Field: ERPh_SOOrderItem.OrderedWeight
Weight UOM	This comes from the 'Weight UOM' field in the Items grid on the Sales Transaction Record View. It is not editable. Database Fields: ERPx_IMUOM.UOMName, ERPh_SOOrderItem.WeightUOMSK

Sales Item History Inquiry

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