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Sales Program Details Record View

Sales Program Details Record View

Jun 24, 2024

The purpose of this page is to display all applicable sales programs associated with the transaction. Additionally, users may update the Rate used to calculate the Program Amount.

Software Version: 2022.06.16 and newer

[ 1 Page Header  ] [ 2 Page Details ] [ 2.1 Accruals Tab ] [ 2.2 On-Invoice Tab ] [ 2.2.1 Related Topics ] [ 2.2.1.1 Page Definitions ] [ 2.2.1.2 Technical Details ]

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Accruals Tab

This tab displays any items from the sales order that are qualify for a Brokerage, Off Book, Rebate and/or Accrual program.

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More Actions

  • RV: Item Sets - Opens the Item Set Record View for the selected program item.

  • RV: Program - Opens the Sales Program Record View for the selected program item.

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Fields

Description

Checkbox

Accrual Account

 This is a non-editable text box that is required and only editable from the Sales Program Record View, it is not editable from here.

Database Field: ERPx_SPProgramSettlementItem.AccruedCRAccountSK

Calculated On

 This defaults from the 'Calculated On' field on the 'Item Sets' tab of the Sales Program Record View. The 'Calculated On' is only editable from the Sales Program Record View, it is not editable from here.

Database Fields: ERPx_SPProgramSettlementItem.ProgramCalcMethod

Expense Account

 This is a non-editable text box that is required and only editable from the Sales Program Record View, it is not editable from here.

Database Field: ERPx_SPProgramSettlementItem.AccruedDRAccountSK

Freight Amt.

Database Field: ERPx_SPProgramSettlementItem.DeliveredFreightAmount

Gross - Freight

A calculated field that identifies the line item's [Gross Amt.] - [Freight Amt.].

This field is never editable and not stored in the database.

Gross Amt.

 

Database Field: ERPx_SPProgramSettlementItem.OrderItemAmount

Item

This defaults from the 'Item ID' and 'Item Description' fields on the 'Properties' tab of the Item Record View. Item ID's and Item Descriptions are editable from the Item Record View but changing the assigned 'Item' is not editable from here.

Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_IMItemSetItems.ItemSK, ERPx_SPProgramItemSet.ItemSetSK

Item Set

This defaults from the 'Item Set' field in the Item Set Record View. Item Set names are editable from the 'Item Set' Record View but changing the assigned 'Item Set' is not editable from here.

Database Fields: ERPx_IMItemSet.ItemSetName, ERPx_SPProgramItemSet.ItemSetSK

Program

 This is a non-editable text box that is required. This can only be edited by changing either the 'Program ID' or 'Program Description' on the Sales Program Record View.

Database Field: ERPx_SPProgramHeader.ProgramID

Program Amt. 

 This is a calculated amount that is not editable.

ERPx_SPProgramSettlementItem.ComputedAmount

Program Class

 This is a non-editable text box that is required. It displays the 'Program Class' assigned to the Sales Program. This is not editable.

Database Field: ERPx_SPProgramClass.ClassName

Program Type

Displays the type of the Sales Program. This is a non-editable text box that is required. It defaults from the SPProgramType Enumeration Class for the associated Sales Program when the program was created. This field is never editable. The list of Program Types include:

Database Field: ERPx_SPProgramClass.ProgramTypeSK

Rate

 This is a numeric text box that is required and defaults from the 'Rate' field on the 'Item Sets' tab of the associated Sales Program Record View for the item belonging in the Item Set. This field is editable while the transaction is in a Status less than 'Approved'. If changed, the 'Program Amt.' will be re-calculated on Save.

Database Fields: ERPx_SPProgramSettlementItem.ItemSetRRate or ERPx_SPProgramSettlementItem.OverrideRate

Unit UOM

This is a non-editable text box that is required for items managed by 'Units Only' or 'Units and Weight'. It defaults from the 'Units UOM' field in the Items grid of the Sales Transaction Record View and is editable from there. 

Database Field: ERPx_SPProgramSettlementItem.OrderItemUnitsUOMSK

Units

Identifies the unit quantity of the sales item on the Sales Program. This is a non-editable text box that is required for items managed by 'Units Only' or 'Units and Weight'. It defaults from the Sales Order Transaction Record View Items Grid and is editable from there. It defaults from:

  • 'Units - Ord.' for transactions with a Status less than Shipped 

  • 'Units' for transactions with a Status >= "Shipped"

Database Field: ERPx_SPProgramSettlementItem.OrderItemUnits

UOM

Displays the unit of measure that the Sales Program's 'Rate' is calculated for. This is a non-editable text box that is required. It defaults from the 'UOM' field on the 'Item Sets' tab of the associated Sales Program Record View for the item belonging in the Item Set. This field is only editable from the Sales Program Record View.

Database Field: ERPx_SPProgramSettlementItem.ProgramCalcUOMSK

Weight

Identifies the weight of the sales item on the Sales Program. This is a non-editable text box that is required for items managed by 'Weight Only' or 'Units and Weight'. It defaults from the Sales Order Transaction Record View Items Grid and is editable from there. It defaults from:

  • 'Weight - Ord.' for transactions with a Status less than Shipped 

  • 'Weight' for transactions with a Status >= "Shipped"

Database Field: ERPx_SPProgramSettlementItem.OrderItemWeight

Wt. UOM

This is a non-editable text box that is required for items managed by 'Weight Only' or 'Units and Weight'. It defaults from the 'Weight UOM' field in the Items grid of the Sales Transaction Record View and is editable from there. 

Database Field: ERPx_SPProgramSettlementItem.OrderItemWeightUOMSK