The purpose of this inquiry is to display 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.

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

Software Version: 2023.11.30 and newer

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

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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 or shipped. 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" and "Shipped".
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] (column is not visible in the grid, but may still be searched on) 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.

Page Details

Toolbar Icons	Description

Toolbar Icons	Description
Column Filter Show/Hide
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Help
More Actions	RV: Transaction: opens the Transaction Record View in a new tab. RV: Void & Correct: opens the Void & Correct page where users can Void or Void & Correct an Order. Note: This option is only available for Order type transactions.
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Saved Layouts
Search Options
View	Transaction: Opens the Sales Transaction Record View 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, 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 sum of all the Line Items 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_SOOrderHeader.AllocatedAmount
Amount - Ord.	Identifies the sum of all the Line Items 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_SOOrderHeader.OrderedAmount
Attention To	This can be edited by clicking 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
Brokerage Amt.	This displays the total 'Program Amt.' of all line items on the transaction that qualify for one or more related Brokerage 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
Carrier Name	This comes from the 'Carrier' field on the 'Home' tab of the Sales Transaction Record View. This field is not editable. Database Fields: ERPx_SOCarrier.CarrierName, ERPh_SOOrderHeader.CarrierSK
Created	Database Field: ERPh_SOOrderHeader.CreatedDate
Created By	Database Field: ERPh_SOOrderHeader.CreatedBy
Cost Amt.	This field displays the total cost of all inventory line items on the transaction. 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_SOOrderHeader.ExtendedCostAmount
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 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_SOOrderHeader.FreightAccrualAmount
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. Database Fields: ERPh_SOOrderHeader.SOFreightTermsEN, ERPx_SOFreightTerms.Description
Gross Margin Amt.	Identifies the profit amount, using only product costs, on the transaction. 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, on the transaction. 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.
Last Updated	Database Field: ERPh_SOOrderHeader.LastUpdated
Last Updated By	Database Field: ERPh_SOOrderHeader.LastUser
Multiple Shipments	Identifies if the transaction has more than one shipment. This field is not required and is not stored in the database. It displays as "Yes" if there are multiple shipments or blank if there are not multiple shipments. This field is not editable.
Net Margin Amt.	Identifies the final profit amount on the transaction. 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 on the transaction. 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.
Original Transaction	Identifies the transaction ID of the original posted transaction. It is a system assigned value and is not editable. It will display the source transaction ID on Price Adjustment and Return transactions. It will also display the source transaction ID on Sales Order transactions that were created as a result of approving a Sales Quote transaction. On original Sales Order transactions, this field will be blank. It is not editable. Database Field: ERPh_SOOrderHeader.OriginTransID
Other Accrual Amt.	This displays the total 'Program Amt.' of all line items on the transaction that qualify for one or more related non-freight Accrual 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 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 total allocated units versus total ordered units. This is a calculated field that is not stored in the database. This field is not editable.
Pct. Filled Weight	Identifies the percentage of total allocated weight versus total ordered weight. This is a calculated field that is not stored in the database. This field is not editable.
Product Cost Amt.	Identifies the actual cost of all items on the transaction. 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
Rebate Amt.	This displays the total 'Program Amt.' of all line items on the transaction that qualify for one or more related Rebate 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
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. Database Fields: ERPx_SPSalesperson.Salespersonname where SalespersonTypeEN = 1, ERPh_SOOrderHeader.SalesPersonSK
Ship City/State	Displays the destination City and State where the order will be shipped to. 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: ERPx_ARCustomerAddress.City, ERPx_ARCustomerAddress.State, ERPh_SOOrderHeader.ShipCity, ERPh_SOOrderHeader.ShipState
Ship Country	Displays the Country the order 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 the order 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
Shipped	Identifies the date the 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	This comes from the 'Site' field on the 'Home' tab of the Sales Transaction Record View. It is not editable. Database Fields: ERPx_MFSite.SiteID, ERPh_SOOrderHeader.SiteSK
Site Name	This comes from the 'Site' field on the 'Home' tab of the Sales Transaction Record View. It is not editable. Database Fields: ERPx_MFSite.SiteName, ERPh_SOOrderHeader.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
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	This is a system assigned value and is not editable. Database Field: ERPh_SOOrderHeader.OrderID
Units	Identifies the sum of all the Line Items allocated 'Units', formatted to 2 decimal places. This is a calculated field that is not editable. Database Field: ERPh_SOOrderHeader.AllocatedUnits
Units - Ord.	Identifies the sum of all the Line Items Ordered 'Units', formatted to 2 decimal places. This is a calculated field that is not editable. Database Field: ERPh_SOOrderHeader.OrderedUnits
Weight	Identifies the sum of all the Line Items allocated 'Weight', formatted to 2 decimal places. This is a calculated field that is not editable. Database Field: ERPh_SOOrderHeader.AllocatedWeight
Weight - Ord.	Identifies the sum of all the Line Items Ordered 'Weight', formatted to 2 decimal places. This is a calculated field that is not editable.

Sales Transaction History Inquiry

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