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

• IQ: Applications - Opens the Transaction Navigation Details Record View and allows the user to manually apply and unapply documents.
• IQ: Transaction History - Opens the Sales Transaction History Inquiry in a new tab/window for the Customer selected on the transaction.  The inquiry automatically filters for all posted sales transactions in the past 90 days for the corresponding Customer.
• RV: Journal Details - Opens the Journal Details window showing the Journal Entry for the associated transaction. Please note there are no journal details on Sales Quote transactions.  Until a transaction is Approved or Posted, this is a temporary journal entry so no Journal ID will be assigned. 
• RV: Program Details - Opens the Sales Program Details Record View and displays all transaction item(s) that are on an associated On Invoice or Freight Accrual sales program. Please note there are no program details on Sales Quote transactions.
  
• Add Shipment - Allows users to add Shipments with different sites and carriers to a Quote/Order.  A new line will be added to the Shipments Tab where users can select a Site, Carrier, Ship By and Deliver On date.  This is not applicable (the option is disabled) to Price Adjustments, Returns and logistics Orders (Load Management). 
• Change Address - Opens the Change Address Record View allowing users to change the shipping address of the transaction. 
• Change Customer - Opens the Sales Transactions - Change Customer Record View allowing users to change the customer that was previously selected and assigned to the transaction.
• Remove Shipment - Allows users to remove a Shipment when there are multiple shipments.  Users will not be able to remove the first sequenced shipment, the message "The first Shipment on an order cannot be deleted." will be displayed.  Users will not be able to remove shipments that are assigned to items that have allocations, the message "Shipments with items that have allocations cannot be deleted." will be displayed.  Additionally, if users try to remove a shipment that have items assigned that are not allocated, the item(s) will be moved to the first shipment on the transaction and the message "Shipment [Shipment Number] has been removed and all items on the shipment have been moved to [Shipment Number] [Item(s)]" will be displayed.  This is not applicable (the option is disabled) to Price Adjustments, Returns and logistics Orders (Load Management). 

• Save & Reprice - Reprices any items belonging on a price list and saves the transaction. Users will not be able to reprice Price Adjustment or Return transactions.

 Allows users to select the type of transaction or record they want to add.

Each Transaction Type (Quote, Order, Return, or Price Adjustment) with only a single Transaction Class will be displayed as just the Transaction Type Name (e.g. Order).  Each Transaction Type with more than one Transaction Class will be displayed as Transaction Type Name-Transaction Class Name (e.g. Order-Fresh). The base list of Transaction Types includes:

• Order: Opens the Sales Order: Select Ship-To Record View for users to select the Customer / Customer Address to ship the sales order.
  
• Quote: Opens the Sales Order Quote: Select Ship-To Record View for users to select the Customer / Customer Address associated with the sales quote.
  
• Return: Opens the Sales Return: Find an Invoice page for users to find a posted invoice and create a Return transaction.
• Price Adjustment: Opens the Price Adjustment: Find an Invoice page for users to find a posted invoice and create a Price Adjustment transaction.

Note: The Transaction Class will display after the Transaction Type if there is more than one Transaction Class for the Transaction Type.

 Adds a blank line in the grid to allow for data entry. If a valid Item ID is entered, the line will be saved. If not, the 'Item Lookup' window will open allowing users to search for the Item. This button is not displayed on Price Adjustment transactions.  

A split button that find items by the following methods:

• Find Items - Allow for adding items to sales transactions when allocations will be done at a later time.
• Find Items with Balances - Allow for adding items to sales transactions, while showing item balances, when allocations will be done at a later time.
• Find Lots - Allow for adding and allocating items in a single step.

Opens the Item Notes dialog, allowing users to enter Notes and/or attach files to the selected line item. If no line items are selected, the note(s) will be saved to all line items or appended to any existing Notes. Files can only be attached to a single selected line item. Item Notes can be added even after a transaction is posted.

Notes are used throughout the application to add additional details to Master Files and Transactions. Transactions and Master Files that support Notes store the text of the note in one or more 'Note Types' as a way to classify/organize notes. 

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

• IQ: Sales Item History - Opens the Sales Item History Inquiry in a new tab/window for the selected Item(s) ordered on posted sales transactions in the past 90 days for the corresponding Customer.  If no Item(s) is selected the inquiry opens filtered for all Items for the associated customer.  Note: This is only visible on Quote and Order type transactions. 
• Substitution - Opens the Sales Order Item Substitution Record View for users to view, update and delete substitution item(s) that can be used in place of an ordered item. Users may add substitution items directly to the sales transaction using this Record View. 

 Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text. 

 Displays the column layout lookup and related icons. This tool allows users to select a previously saved layout, create a new layout, save changes to a layout, forget/delete a layout and/or assign a saved layout as the default for the page. Once changes are made to the layout, such as columns are added or removed, the user can click the Save Layout icon and save the changes to the column layout. The visibility of the Filter Row is also saved with a saved layout. The new layout can also be set as the default. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).  Default layouts can be removed by clicking the 'Set as Default' button again when the current default layout is selected.  

Please note that existing saved grid layouts will display the Filter Row as hidden by default.

 Removes the selected line(s). When clicked, you are prompted with the message "Are you sure you want to delete n item(s)? Okay or Cancel". This cannot be done on transactions with a Status of 'Approved', Ready to Post', 'Posted', 'Closed', 'Void', or 'Replaced'.

Identifies the GL Account and Account Description for the line item.  This is an editable textbox that is not required.  It defaults to the Sales GL Account for the corresponding line item if one is setup on the Item master file, else it defaults to blank. It is editable until the transaction is in a status of 'Approved', 'Ready To Post' or 'Posted'.  

The Account can be easily updated using the quick replacement feature, for information on how this works please see this FAQ.

Note: This field is always disabled on negative lines of a Price Adjustment transaction. 

Database fields: ERPx_GLAccount.AccountNumber - ERPx_GLAccount.Description, ERPx_SOOrderItem.AccountSK

Displays the Actual Cost assigned to the item or lot. This is a non-editable text box that is not required. It defaults as "0.00000". If there is an Actual Cost associated with the item, this field is calculated as [Quantity] x [Actual Cost], where Quantity comes from the 'Cost UOM' of a single unit (or weight equivalent) on the 'Properties' tab of the Item Record View. For example, if the 'Cost UOM' of an item is "Cases", then the calculated Actual Cost would be [1] x [Actual Cost]. If the 'Cost UOM' of an item is "Lbs", then the calculated Actual Cost would be [Weight per 1 unit] x [Actual Cost]. It is editable from the 'Actual Cost' field on the 'Properties' tab of the Item Record View.

The Actual Cost reflects the cost that will post to the General Ledger for Items with a 'Costing Method' of "Active". For some items this may be set from a default or "standard" cost rate and for other items this may reflect that actual amount paid to purchase or incurred to produce the product. For each individual LotSK, this is calculated as the [Actual Base Cost Rate] + sum of all the [Actual Cost Layer Rates]. 

Database Field: ERPx_IMItem.CurrentCost

Identifies the sales contract the line item is associated with. This is a single-select standard lookup that is not required. It defaults as blank and is sometimes editable. This field is editable while the transaction is in a Status less than 'Approved'. However, this field is always disabled on Sales Quote and Price Adjustment transactions.

Sales Contracts are used to manage sales obligations between the company and a customer. In some instances, a customer will contract with the company to purchase an agreed upon amount of product over a set time period. This provides the customer with assurances that their demand can be met and provides the company with assurances that they will not over/under produce products to meet their customer demands.

This lookup contains a list of all Contracts where the Customer on the Contract is equal to the Customer on the transaction and the transaction Order Date falls within the Contract Start/End date.

Database Fields: ERPx_SCContractHeader.ContractID, ERPx_SOOrderItem.ContractHeaderSK

Identifies the unit of measure the item's cost is stated in terms of. This is the value assigned in the "Cost UOM" property on the Item Record View. This is required for Costing and can be edited from the 'Cost UOM' property on the 'Advanced Properties' tab of the Item Record View.

Database Field: ERPx_SOOrderItem.CostUOMSK 

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. 

Database Field: ERPx_SOOrderItem.FreightAccrualAmount

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 Item ID and Sales Invoice Description. This is a non-editable text box that is required. It defaults from the 'Item ID' and 'Sales Invoice Description' fields on the 'Properties' tab of the associated Item Record View. This field is not editable.

Item IDs are the unique identifier for Items.  The Sales Invoice Description is used in companies that want a lot of detail in the Item Description but more of a "marketing" description used on Sales Invoices. 

Database Fields: ERPx_IMItem.ItemID:SalesInvoiceDescription, ERPx_SOOrderItem.OrderItemSK

Identifies the Item, displayed as Item ID: Item Description. This is a text box that is required. It defaults as blank and is not editable once the line item has been saved to the transaction.

When the 'Add Item' icon is clicked, users may enter all or part of an Item ID or Description and hit the Enter key on the keyboard. If a complete Item ID was entered, the line item will be saved, if not, the Item Lookup dialog box will open with a list of items containing the data entered. From the Item Lookup dialog box, users may check the checkbox next to one or multiple item(s) to add to the transaction using the Save & Close button.

Items represent objects that you sell, produce, and/or purchase that are tracked within the system. They are used on Sales, Inventory, Fisherman Accounting and Purchasing transactions.

Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_SOOrderItem.OrderItemSK

Identifies 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 or by editing one or more of the associated non-freight Accrual Sales Programs.

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

Database Field: ERPx_SOOrderHeader.AccrualAmount

Identifies the price of the line item. This is a numeric text box that is required. It defaults from the 'Price' entered for the line item on the Select Items Record View. For new line items, this defaults from the 'Current Price' field on the 'Sales_Order_Items' tab of the Price List Record View.

If the sales preference for 'Allow items with a zero price' is set to:

• "No", then this must be a number other than 0 to save the transaction in a Status of 'Approved' or greater. Else, the message "Transaction item may not have a zero price." will be displayed on Save.
• "Warn", and the line item has a 0.00 price when the transaction is saved with a Status of 'Approved' or Ready to Post, the message "This Transaction contains one or more zero price items. Are you sure you want to save?" will be displayed on Save.

This field is editable on transaction in a Status where the 'Allow Price Edit of Inventory Items' property is checked on the Status Setup List View. This field is always disabled on Price Adjustment transactions.

Database Field: ERPx_SOOrderItem.ItemPrice

Identifies the current price of the line item, as it is listed on the Price List. This is a non-editable text box that is not required. It defaults from the 'Current Price' field on the 'Sales_Order_Items' tab of the Price List Record View. If the item is not on a Price List, then this defaults to "0.00". This field is not editable.

Price Lists are used to store a group of Items with pre-defined prices and effective dates.

Database Fields: ERPx_MFPriceListItemHistory.Price, ERPx_SOOrderItem.PriceListHeaderSK

A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext.

Database Fields: ERPx_MFPriceListItemHistory.Price, ERPx_SOOrderItem.PriceListHeaderSK

Displays the unit of measure upon which the line item price is based. This is a single-select standard lookup that is required. If the line item is on a Price List, then this defaults from the 'Price UOM' field on the 'Sales_Order_Items' tab of the Price List Record View. Else if the line item is not on a Price List, it defaults from the 'Default Price UOM' field on the 'Properties' tab of the Item Record View. This is editable on transactions in a Status where the 'Allow Price Edit of Inventory Items' property is checked on the Status Setup List View. This field is always disabled on Price Adjustment transactions.

A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext.

This lookup contains the selected 'Units UOM' value and the selected 'Weight UOM' value for the item.

Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.DefaultSOPriceUOMSK

Identifies 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 or by editing one or more of the associated Sales Programs.

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

Database Field: ERPx_SOOrderItem.RebateAmount

Identifies the Line # for each Transaction Line Item. The Line # sets the sort of the items on grids, list views, inquiries, and reports. This is an editable text box that defaults to the next available base-10 number. It is required, and is editable while the transaction is in a Status of "New". To re-sequence the line items, edit one or more lines with a new positive number that would put the line item where you want it sorted, and click the Save button. On save, the line items will be resorted, and the Ln. values will be re-set to base-10 values.

For example, if you had line items 10, 20, and 30 and you wanted the last one (Ln. 30) to be second, you could edit the value to any number between 10 and 20 (i.e. 15) and on save the lines would be sorted in the new sequence (10, 15, and 30) and then all Ln.'s would be re-set to base 10 numbers (10, 20, 30).

Database Field: ERPx_SOOrderItem.ItemSort

Displays the number of units allocated for the item on the transaction. This is a numeric text box that is not required. It defaults as "0.00" and is sometimes editable.

This field can only be edited, in the gird, for items where all the following are true:

1. The Item's 'Item Type' Property is "Sales Inventory". If it is anything else then this value is updated from Units - Ord. on Save
2. The Item's 'Manage Items By' Property is either "Units Only" or "Units and Weight". If the Item is 'Weight Only' the Units are not applicable. 
3. The Item's 'Lot Tracked' Property is "No". If it is Lot Tracked, it must be allocated from one of the 'Allocation Option' pages.
4. The Item is shipping from a non Warehouse Lot Tracked Site. If the Site is Warehouse Lot Tracked, it must be allocated from one of the 'Allocation Option' pages.
5. The Status Setup page allows it for the current status of the transaction.
6. The Sales Order Preference 'Update Allocated from Ordered for non-Lot Tracked Items shipping from non-Whse Lot Sites' is set to "No". If it is set to "Yes" then this value is updated from 'Units - Ord.' on Save

Database Field: ERPx_SOOrderItem.AllocatedUnits

Identifies the unit of measure that the units are stored in (Box, Bag, Case, Each, Tote, etc.) for a line item or on the transaction. This is a single-select standard lookup that is required for items managed by 'Units Only' or 'Units and Weight'.

It defaults from the 'Units UOM' field selected for the line item, on the Select Items page. For new line items added that are on a Price List, this defaults from the Price List. For new line items that are not on a Price List, this field defaults from the 'Sales Order Unit UOM' field on the 'Properties' tab of the Item Record View. This is editable for items managed by 'Units Only' or 'Units and Weight' on transactions in a Status where the 'Allow Order Quantity Edit of Inventory Items' property is checked on the Status Setup List View. This field is disabled for items managed by Weight Only. This field is always disabled for existing items on Price Adjustment and Return transactions.

A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext.

This lookup contains all 'Active' Unit UOMs on the selected Item's UOM Schedule.

The 'Ord Units' and 'Ord. Weight' values need to be both positive or negative. Else, the message "Units and Weight must both be positive or both be negative" will be displayed when the user tabs out of either field.

Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK

Displays the weight quantity allocated for the item on the transaction. This is a numeric text box that is not required. It defaults as "0.00" and is sometimes editable.

This field can only be edited, in the gird, for items where all the following are true:

1. The Item's 'Item Type' Property is "Sales Inventory". If it is anything else then this value is updated from Units - Ord. on Save
2. The Item's 'Manage Items By' Property is either "Weight Only" or "Units and Weight". If the Item is 'Units Only' the Units are not applicable. 
3. The Item's 'Lot Tracked' Property is "No". If it is Lot Tracked, it must be allocated from one of the 'Allocation Option' pages.
4. The Item is shipping from a non Warehouse Lot Tracked Site. If the Site is Warehouse Lot Tracked, it must be allocated from one of the 'Allocation Option' pages.
5. The Status Setup page allows it for the current status of the transaction.
6. The Sales Order Preference 'Update Allocated from Ordered for non-Lot Tracked Items shipping from non-Whse Lot Sites' is set to "No". If it is set to "Yes" then this value is updated from 'Weight - Ord.' on Save

Database Field: ERPx_SOOrderItem.AllocatedWeight

Identifies the unit of measure that the weight is stored in (Lbs, Kg, Oz, Ton, etc.) for a line item or on the transaction. This is a single-select standard lookup that is required for items managed by 'Weight Only' or 'Units and Weight'.

It defaults from the 'Weight UOM' field selected for the line item, on the Select Items page. For new items that are on a Price List, this field defaults from the Price List. For new line items that are not on a Price List, this field defaults from the 'Sales Order Weight UOM' field on the 'Properties' tab of the Item Record View. This field is editable for items managed by 'Weight Only' or 'Units and Weight' on transactions in a Status where the 'Allow Order Quantity Edit of Inventory Items' property is checked on the Status Setup List View. This field is disabled for items managed by Units Only. This field is always disabled for existing items on Price Adjustment and Return transactions.

A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext.

This lookup contains all 'Active' Weight UOMs on the selected Item's UOM Schedule.

The 'Ord Units' and 'Ord. Weight' values need to be both positive or negative. Else, the message "Units and Weight must both be positive or both be negative" will be displayed when the user tabs out of either field.

Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK