Sales program amounts are calculated for each sales line item. When an amount to settle and/or a write off is needed, for a specific sales invoice, the edits must be made to the individual line-item(s). The purpose of this page is to edit the amount to settle or write off amount(s) for individual sales line-items.

Software Version: 2022.06.16 and newer

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Amt. to Settle	This is an editable textbox that defaults to 0.00 and is not required. If entered it must be >= 0.00 and <= 'Item Program Remaining Amt.'. Database Field: ERPx_SPProgramSettlementBatchPayment.AmountToPay
Item	This is not editable. Database Field: ERPx_SPProgramSettlementItem.ItemID: ERPx_SPProgramSettlementItem.ItemDescription
Item Program Amt.	Database Field: ERPx_SPProgramSettlementItem.OrderItemAmount Database Field: ERPx_SPProgramSettlementItem.ComputedAmount
Item Program Calc. 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 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.
Item Program Rate
Item Program Remaining Amt.
Item Program Qty	Database Field: ERPx_SPProgramSettlementItem.ConvOrderUnits
Item Program UOM	Database Field: ERPx_IMUOM.UOMID , ERPx_SPProgramSettlementItem.ProgramCalcUOMSK
Open Item Program Amt.
Payee Name	Identifies the Name of the Customer or Vendor that will be paid for the Program. Database Field: ERPx_SPProgramSettlementHeader.SettleToEntityName
Write Off GL Acct.	This is a single select lookup that is required for every line item where the 'Write Off Program Amt.' <> 0. This defaults from the Sales Program but can be overwritten. The lookup contains a blank value, the current assigned value, and list of all 'Active GL Accounts' displayed as [GL Account] - [Account Description]. Database Field: ERPx_GLAccount.AccountNumber -AccountDescription, ERPx_SPProgramSettlementBatchPayment.WriteOffAccountSK, ERPx_IMItem.BrokerageWriteOffActSK
Write Off Program Amt.	This is an editable textbox that defaults to 0.00 and is not required. If entered it must be >= 0.00 and <= 'Item Program Remaining Amt.'. Database Field: ERPx_SPProgramSettlementBatchPayment.WriteoffAmount
Write Off Reason Code	This is a single select lookup that defaults to the 'Write Off Reason Code' saved in the Sales Program 'Reason Code for Write Offs' Preference or blank. This is required if the 'Write Off Program Amt.' <> 0.00. Database Field: ERPx_MFNoteTypeReasonCode.ReasonCode, ERPx_SPProgramSettlementBatchPayment.WriteoffReasonCode

Sales Programs: Edit Amounts List View

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Technical Details