Sales Programs are used to automate the calculation of accruals that will be settled at a later date (Brokerage, Rebate, and Off Book programs), charges and/or discounts that need to show on a customer invoice (On Invoice programs), and expense/accruals that need to post with the sales transaction (Accrual programs). The purpose of this page is to add, edit, remove, and activate/inactive these records.

Software Version: 2022.06.16 and newer

Page Header

Toolbar Icons	Description
Delete	Deletes the transaction, batch, or master file record. When clicked, users will be prompted with: "Are you sure you want to delete this record?". Click "OK" to confirm, or "Cancel" to return without deleting. _{WARNING: Records cannot be recovered once they are deleted!}
Help	Opens the online WIKI help page for the current page.
New	Allows users to select the type of transaction or record they want to add. The available options include: Accrual: Accrual programs use Sales Transactions to automate rule-based journal entries that are included with the Sales transaction's Journal Entry and are not visible to the customer. They can be used for rule-based delivered freight, royalties, and other taxes that are paid for by the company. Brokerage: Brokerage programs use sales transactions to account for and store the details of an expense that will be paid to a vendor in the future. The expense and accrual entries are included with the Sales transaction's Journal Entry and the details are added to the Broker Balance sub-ledger. When Brokerage programs are 'Settled', AP Invoices are created to debit the accrual account and credit the Vendor's Accounts Payable account. This moves the sub-ledger balance from the Broker to the Vendor. Off Book: Off Book programs use Sales Transactions to automate rule-based entries to an Off Book sub-ledger. These balances can be paid (to a customer or vendor) in the future or written off. These programs do not impact the General Ledger when the Sales transaction is posted, and they are not visible to the customer. They only impact the General Ledger when they are Settled. When they are 'Settled', AP Invoices or AR Credit Memos are created to debit the programs assigned 'Expense Account' and credit the Vendor's Accounts Payable or Customer's Accounts Receivable account. This moves the sub-ledger balance from the Broker to the Vendor. These are often used to keep a tally of money that can be used for food shows and other marketing activities. Balances that are written off have no impact on the General Ledger. On Invoice: On Invoice programs automate adding additional line items to Sales Transactions (i.e., Promotional Discounts, Sales Tax, or rule-based Freight charged to a customer). These line items are included with the Sales transaction's Journal Entry and are visible to the customer. Rebate: Rebate programs use sales transactions to account for and store the details of an expense that will be paid to a vendor or credited to a customer in the future. The expense and accrual entries are included with the Sales transaction's Journal Entry and the details are added to the Rebate Balance sub-ledger. When Rebate programs are 'Settled', AP Invoices or AR Credit Memos are created to debit the accrual account and credit the Vendor's Accounts Payable or Customer's Accounts Receivable account. This moves the sub-ledger balance from the Rebate to the Vendor/Customer. Open Rebates balances can also be applied to open sales transactions when applying payment receipts.
Notes	Opens the Notes dialog, filtered for the appropriate Note Type(s). From here, users can add, review, or edit Notes associated with the record. This icon is always enabled.
Save	Saves the changes made to the record.
Save & Close	Saves your changes and closes the page.
Fields	Description
Program	Identifies the Program, displayed as [Program ID]: [Description]. This is a single-select lookup that will reload the page for the associated Program. The lookup contains a list of all Sales Programs.

Properties Tab

The Properties tab is always visible.

Toolbar Icons	Description
Excel	Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported.
Quick Column Filter	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.
Fields	Description
ID and Descriptions
Program ID	Program IDs are the unique identifier for Sales Programs. This is a not editable text box that defaults to '(Next Program ID)' on new and displays the Program ID after Save. Database Field: ERPx_SPProgramHeader.ProgramID
Description	Identifies the Description of the corresponding Program. This is a textbox that defaults to blank for new records and is not required. If entered it must be <= 200 characters. This is always editable. Database Field: ERPx_SPProgramHeader.Description
Setup
Program Type	Identifies the Type of program. This defaults from the value selected when the 'New' icon was selected, and the program was initially saved. This is always disabled. Database Fields: ERPx_MFSysEnumeration WHERE EnumerationClass = 'SPProgramType', ERPx_SPProgramHeader.ProgramClassSK
Program Class	Identifies the Class associated with the Program Type. This is a single select lookup that defaults as blank, is required, and if missing, the message "Program Class is required." will be displayed on Save. This is not editable after the initial save. The lookup contains a list of all Program Classes associated with the Program Type being added/edited. Program Classes are used to classify and group programs by Program Type: Brokerage, On Invoice, Accrual, Rebate, and Off Book. Database Fields: ERPx_SPProgramClass.ClassName, ERPx_SPProgramHeader.ProgramClassSK
Start	Identifies the date the Program starts. Sales Orders with an 'Ordered Date' on or after this date will be evaluated for the Program. This is a date picker that defaults as blank, is required, and if missing the message "From date is required." will be displayed on Save. This is always editable. Database Field: ERPx_SPProgramHeader.StartDate
End	Identifies the date the Program ends. Sales Orders with an 'Ordered Date' on or after this date will not be evaluated for the Program. This is a date picker that defaults as blank, is required, and if missing the message "To date is required." will be displayed on Save. This is always editable. The 'To' date must be >= the 'From' date else the message "The To (date) must occur on or after the From (date)." will be displayed on Save. This is always editable. Database Field: ERPx_SPProgramHeader.EndDate
Program Rate Currency	Identifies the 'Currency' that Program Amounts are calculated in. This is a single select lookup that defaults as blank, is required, and if missing, the message "Program Rate Currency is required." will be displayed on Save. Once selected, the program's Addresses tab will only display Customer Addresses belonging to Customers assigned to the same currency. For programs that 'Assign Addresses By' "Address Sets", the Address Sets tab displays all Address Sets, but the program will only apply to the Address within the Set that belong to Customers assigned to the same currency. This is not editable after the initial save. The lookup contains a blank value, the current assigned value, and all the Currencies assigned to the Company from System-->Configuration-->Currencies. Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_SPProgramHeader.CurrencySK
Assign Address By	Customers are assigned to programs by Customer Address and this property identifies which method is used for assigning the Addresses to the program. This is a single select lookup that defaults as blank, is required, and if missing, the message "Assign Address By is required." will be displayed on Save. This is not editable after the initial save. The lookup contains opens for Address: Addresses will be assigned to the program individually. If this option is selected, the Addresses tab will be visible after the initial save allowing the assignment of individual customer addresses. Address Set: Addresses will be assigned to the program selecting one or more Address Sets. If this option is selected, the Address Sets tab will be visible after the initial save allowing the assignment of Addresses Sets. Database Field: ERPx_SPProgramHeader.AddressFilterEN
Freight Accrual	A Yes/No lookup to Identify whether an Accrual Program is used to accrue "Delivered Freight" amounts. This defaults to "No", is required, and is always editable. If "Yes", the computed program amount for each applicable sales transaction line is considered "Delivered Freight" and will be included in the 'Freight Amt.' columns and will have an impact on the Net Amt. calculation for the line item. If "No", the computed program amount for each applicable sales transaction line is considered a non-freight accrual and will not be included in the 'Freight Amt.' columns and will not have an impact on the Net Amt. calculation for the line item. This setting impacts other Programs with a 'Calculated On' of "% (Gross - Freight)" by allowing them to exclude a "Freight Accrual" program amount. If this is set to "Yes", no existing or new Item Sets can have a 'Calculated On' of "% (Gross - Freight)" else the message "Item Sets - Calculated On cannot be % (Gross - Freight) when the Freight Accrual property is set to Yes." will be displayed on Save. Note: This property is only visible for Accrual program types. Database Field: ERPx_SPProgramHeader.ExcludeFromNetAmtBalance
Inactive	A Yes/No field used to identify if the record is Inactive. If set to "Yes" then the record is Inactive and will not be included in look-ups for transactions or other master files. If set to "No" then the record is Active and can be freely used. This field defaults to "No" and is always editable. This field is only displayed after the record is initially saved. Database Field: ERPx_SPProgramHeader.Isinactive
Settlements - This group is not visible for 'Accrual' and 'On Invoice' program types.
Settle To	Identifies how the Program will be settled (paid). This is a single select lookup that defaults as blank, is required, and if missing, the message "Settle To is required." will be displayed on Save. Once this has been set and saved, it is no longer editable. The lookup contains the values in the SPSettlementMethod Enumeration Class. The options include: AP Invoice - Paid In Full Orders: Only Sales Orders that have been paid in full will be auto selected to be settled by creating an A/P Invoice to the Vendor identified as the 'Payee'. AP Invoice - All Orders: As soon as the Sales Order is posted it is eligible to be settled by creating an A/P Invoice to the Vendor identified as the 'Payee'. AR Credit Memo: As soon as the Sales Order is posted it is eligible to be settled by creating an A/R Credit Memo to the Customer identified as the 'Payee'. This option is not available for 'Brokerage' programs.: This is not visible for 'Accrual' and 'On Invoice' program types. Database Field: ERPx_SPProgramHeader.SettlementMethodSK
Settlement Frequency	Identifies how often the Program will be settled (paid). This is a single select lookup that defaults to 'As Needed', is required, and if missing, the message "Settlement Frequency is required." will be displayed on Save. This is always editable and is for informational purposes only, this does not drive any functionality. The lookup contains the values in the SPSettlementFrequency Enumeration Class. This is not visible for 'Accrual' and 'On Invoice' program types or for Rebate programs where the 'Settle To' is set to "AR Credit Memo". Database Field: ERPx_SPProgramHeader.SettlementFrequencySK
Payee	Identifies the name of the Vendor or Customer that is the recipient of a Brokerage, Rebate, or Off Book Program Settlement. This is a single select lookup that defaults as blank and is disabled on New until a 'Settle To' value has been selected. It is required and if missing, the message "Payee is required." will be displayed on Save. Once this has been set and saved, it is no longer editable. If the 'Settle To' value is: AP Invoice - Paid In Full Orders, the lookup contains all the active Vendors AP Invoice - All Orders, the lookup contains all the active Vendors AR Credit Memo, the lookup contains all the active Customers. This option is not available for 'Brokerage' programs. This is not visible for 'Accrual' and 'On Invoice' program types. Database Fields: ERPx_APVendor.VendorName, ERPx_ARCustomer.CustomerName, ERPx_SPProgramHeader.ProgramEntitySK
Consolidate Settlement Transactions by	Identifies how program settlements are created, when there are more than one Sales Transaction being settled for the same Payee. This is required and defaults to "Payee" for Brokerage & Off Book programs and to "Sales Transaction" for Rebate Programs. This is always editable. Settlements behave as follows: Payee: one A/P Invoice or A/R Credit memo will be created for each Payee regardless of how many sales transactions are being settled. Sales Transaction: one A/P Invoice or A/R Credit memo will be created for each sales transaction being settled. This is not visible for 'Accrual' and 'On Invoice' program types. Database Field: ERPx_SPProgramHeader.ConsolidateSettlementTransactionsByEN
Accounting Rules
Expense Account	The GL Account that is Debited to record the expense from a (positive amount) Sales Program. The default values and edit rules are based on the Program Type: Accrual: Default as "(From Item Sales Freight Expense)", is required, and is always editable. If left as the default, the GL Account will be assigned for each item, from the 'Sales Freight Expense' GL Account configured on the Item Master. Brokerage: Defaults as "(From Item Brokerage Expense)", is required and is always editable. If left as the default, the GL Account will be assigned for each item, from the 'Brokerage Expense' GL Account configured on the Item Master. Off Book: Defaults as blank, is required, and is editable. If missing the message "Expense Account is required." will be displayed on save. On Invoice: Not applicable or visible for this Program Type. Rebate: Defaults as "(From Item Brokerage Expense)", is required and is and is always editable. If left as the default, the GL Account will be assigned for each item, from the 'Brokerage Expense' GL Account configured on the Item Master. Database Fields: ERPx_GLAccount.AccountNumber - Description, ERPx_SPProgramHeader.DRAccountSK
Accrual Account	The GL Account that is Credited to record the liability from a (positive amount) Sales Program. The default values and edit rules are based on the Program Type: Accrual: Defaults as "(From Item Sales Freight Accrual)", is required and is always editable. If left as the default, the GL Account will be assigned for each item, from the 'Sales Freight Accrual' GL Account configured on the Item Master. Brokerage: Defaults as "(From Item Brokerage Accrual)", is required and is and is always editable. If left as the default, the GL Account will be assigned for each item, from the 'Brokerage Accrual' GL Account configured on the Item Master. Off Book: Default as Blank and is never editable. After the initial save, it is updated to either "Payee's Accounts Payable Account" or "Payee's Accounts Receivable Account" based on whether the Payee is a customer or vendor. This is never editable. On Invoice: Not applicable or visible for this Program Type. Rebate: Defaults as "(From Item Brokerage Accrual)", is required, and is always editable. If left as the default, the GL Account will be assigned for each item, from the 'Brokerage Accrual' GL Account configured on the Item Master. Database Fields: ERPx_GLAccount.AccountNumber - Description, ERPx_SPProgramHeader.CRAccountSK

Item Sets Tab

The Item Sets tab is where the Item Sets are added to the Program. This tab is always visible and editable.

Toolbar Icons	Description
Add Item	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.
Column Filter Show/Hide	Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column.
Excel	Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported.
Group By Show/Hide	Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total.
Quick Column Filter	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.
Remove Items	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'.
Saved Layouts	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.
Fields	Description
Checkbox	Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete.
# Items	A calculated field to show the count of Item IDs that are assigned to the Item Set. This is informational only; it is not stored in the database. The only way to change this value is by adding/removing items from the item set.
Calculated On	Identifies the values used for determining Sales Program Amounts. It can be set to one of the following values: $/UOM: The program amount is calculated by multiplying the Item Set's 'Rate' by the transaction item's quantity (Unit or Weight quantity converted to the Item Set's Rate UOM). % Gross Amt: The program amount is calculated by multiplying the Item Set's 'Rate' by the transaction item's 'Gross Amt.' (extended amount). % (Gross - Freight): The program amount is calculated by multiplying the Item Set's 'Rate' by the transaction item's ([Gross Amt.] - [Freight Amt.]). This defaults to blank for new records but is required, if missing the message 'Item Sets: Calculation method is required' will be displayed on Save. This is always editable. Database Field: ERPx_SPProgramItemSet.ProgramCalcMethodSK
Item Set	Identifies the Item Set assigned to the Program. This defaults to blank for new records but is required. This is always editable. Database Field: ERPx_SPProgramItemSet.ItemSetSK
Item	A single select lookup to assign the Item ID that will be auto added to the Sales Transaction to reflect the program amount. For 'On Invoice' programs, this defaults as blank but is required. If missing, the message 'Item Sets: Program Item is required' will be displayed on Save. This column is only visible for 'On Invoice' programs. The lookup contains the current assigned value, and a list of all 'Active' Items with an Item Type of Freight, Misc, and Tax displayed as [ItemID]: [Item Description]. Database Fields: ERPx_IMItem.ItemID - ItemDescription, ERPx_SPProgramItemSet.PromoProgramItemSK
Rate	Identifies the rate used for calculating Sales Program Amounts. If the 'Calculated On' is set to "$/UOM", then the Rate refers to a dollar amount per unit of the UOM. If the 'Calculated On' is set to either "% Gross Amt.” or "% (Gross - Freight)", then the Rate refers to a percentage. This is a numeric text box that defaults to 0.00000, is always editable, and is required. Rates must be >= 0 for all Program Types except 'On Invoice' programs. For 'On Invoice' programs, positive rates will show as a charge and negative rates will show as a credit on a customer invoice. Database Field: ERPx_SPProgramItemSet.Rate
Seq	Identifies the sequence for how the Item Sets will be evaluated. If a sales line item is included on more than one Item Set, within a single sales program, the rate from the first Item Set will be used. This ensures that a single sales program is not applied multiple times to a single sales line item. The Seq column for each row begins with 10 and always increments in multiples of 10. To insert a row between two other rows, enter a Seq value that falls between the rows. For example, to move the 4th row (seq 40) to the 2nd position (seq 20), enter any value >= 21 and <= 29. On Save, the rows will sort and the Seq values will be automatically updated to base-10 values. Database Field: ERPx_SPProgramItemSet.Sequence
UOM	Identifies the UOM associated with the Item Set Rate. This value is displayed as '%' for all Item Sets with a 'Calculated On' of "% Gross Amt." or "% Net Amt." and it is disabled. For Item Sets with a 'Calculated On' of "$/UOM" this is an editable lookup that is required. The lookup contains all the 'Active' UOMs configured in the system. Items belonging to an Item Set that do not convert to the UOM specified will not calculate a program amount. 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 Field: ERPx_SPProgramItemSet.ProgramCalcUnit

Addresses Tab

The Addresses tab is only visible (and editable) for programs where the 'Assign Addresses By' is set to "Address".

Toolbar Icons	Description
Column Filter Show/Hide	Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column.
Excel	Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported.
Group By Show/Hide	Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total.
Mass Update	Opens the mass update dialog, which allows to mass update the following properties: Assign Addresses: Assigns the Address(es) to the Program Remove Addresses: Removes the Address(es) from the Program Start Date: Assigns the 'Start Date' to the Address(es)
Quick Column Filter	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.
Saved Layouts	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.
Fields	Description
Checkbox	Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete.
Address	Identifies the value entered as 'Address Line 1' of the Customer Address. This is informational only on this grid, it is only editable from the Customer Address Record View. Address Line 1 typically contains the primary address information such as the street address. Database Field: ERPx_ARCustomerAddress.AddressLine1
Address ID	Identifies the ID of the Address for the associated Account. This is informational only on this grid, it is only editable from the Customer Address Record View. Database Field: ERPx_ARCustomerAddress.AddressID
City	Identifies the 'City' of the Customer Address. This is informational only on this grid, it is only editable from the Customer Address Record View. The City identifies the value of 'City' in an address record. Database Field: ERPx_ARCustomerAddress.City
Country	Identifies the 'Country' of the Customer Address. This is informational only on this grid, it is only editable from the Customer Address Record View. The Country identifies the 'Country' of an address record. Database Field: ERPx_ARCustomerAddress.Country
Customer ID	Identifies the 'Customer ID' of the customer that the Address belongs to. This is informational only on this grid, it is only editable from the Customer Record View. Customer IDs are used as a short description and the unique identifier for Customers. They can be changed at any time to any alphanumeric value. If you do not have an existing strategy for Customer IDs the 3-3-2 method would be recommended. Database Field: ERPx_ARCustomer.CustomerID
Customer Name	Identifies the 'Customer Name' of the customer that the Address belongs to. This is informational only on this grid, it is only editable from the Customer Record View. Customer Names are used as a long description for Customer records. Database Field:ERPx_ARCustomer.CustomerName
On Program	Identifies whether the Adress is assigned to the program. This defaults as blank (No) but can be changed to "Yes" using the 'Mass Update'. Database Field:ERPx_SPProgramCustomerAddress.CustomerAddressSK
Start Date	Identifies the Date the program begins for a specific address record. This defaults as blank, is not required, and is always editable. If blank, the program is effective for the address as soon as the address is added, else it becomes effective on the date specified. Database Field: ERPx_SPProgramCustomerAddress.CustomerStartDate
State	Identifies the 'State' of the Customer Address. This is informational only on this grid, it is only editable from the Customer Address Record View. The State identifies the value of 'State' in an address record. Database Field: ERPx_ARCustomerAddress.State
Zip	Identifies the 'Zip' of the Customer Address. This is informational only on this grid, it is only editable from the Customer Address Record View. The Zip identifies the value of 'Zip' (Zip Code) in an address record. Database Field: ERPx_ARCustomerAddress.State

Address Sets Tab

The Address Sets tab is only visible (and editable) for programs where the 'Assign Addresses By' is set to "Address Sets".

Toolbar Icons	Description
Column Filter Show/Hide	Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column.
Excel	Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported.
Group By Show/Hide	Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total.
Quick Column Filter	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.
Saved Layouts	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.
Fields	Description
Checkbox	Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete.
Address Set	Identifies which Address Sets are applicable to the Program. All Address Sets are included in the grid but only the "selected" Address Sets are applicable to the Sales Program. To select an Address Set you must click the checkbox. Address Sets that have been selected will sort to the top of the grid once the program has been saved.

Sites Tab

The Sites tab is used to specify individual 'Sites' that are appliable for a Program. If no Sites have been assigned, it is assumed the program applies to all Sites. The Sites tab is only visible and editable for Accrual and On Invoice programs, after they have ben initially saved.

Toolbar Icons	Description
Add Each Site	Auto Adds all Sites to the Program. This is a data entry tool that is helpful in configuring programs that apply to a majority of Sites, but not all. In this instance, it easier to auto add them all and remove the ones you do not need. Clicking this icon adds all 'Active' Sites that are 'Visible to Sales' to the Program.
Add Item	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.
Column Filter Show/Hide	Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column.
Excel	Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported.
Group By Show/Hide	Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total.
Quick Column Filter	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.
Remove Items	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'.
Saved Layouts	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.
Fields	Description
Checkbox	Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete.
Site	Identifies which Sites are applicable to the Program. This is a single select lookup that displays the [Site ID] - [Site Name] for all 'Active' Sites that are 'Visible to Sales'. If no Sites have been selected there will be one row indicating "All".

Carriers Tab

The Carriers tab is used to specify individual 'Carriers' that are appliable for a Program. If no Carriers have been assigned, it is assumed the program applies to all Carriers assigned to the Leg 1 Load. The Carriers tab is only visible and editable for Accrual and On Invoice programs, after they have ben initially saved.

Toolbar Icons	Description
Add Each Carrier	Auto Adds all Carriers to the Program. This is a data entry tool that is helpful in configuring programs that apply to a majority of Carriers, but not all. In this instance, it easier to auto add them all and remove the ones you do not need. Clicking this icon adds all 'Active' carriers to the Program.
Add Item	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.
Column Filter Show/Hide	Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column.
Excel	Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported.
Group By Show/Hide	Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total.
Quick Column Filter	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.
Remove Items	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'.
Saved Layouts	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.
Fields	Description
Checkbox	Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete.
Carrier	Identifies which Carriers are applicable to the Program. This is a single select lookup that displays the Carrier Name for all 'Active' Carriers. If no Carriers have been selected there will be one row indicating "All".

NorthScope

Sales Program Record View

Page Header

Properties Tab

Item Sets Tab

Addresses Tab

Address Sets Tab

Sites Tab

Carriers Tab

Related Topics

Page Definitions

Technical Details

Related content