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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Fields	Description
Amt. to Settle	Identifies the Sales Program Amount intended to be settled against a sales transaction line item. It is part of the equation: [Open Item Program Amt.] - [Amt. to Settle] - [Write off Program Amt.] = [Item Program Remaining 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.AmountToPay
Item	Identifies the Item, displayed as Item ID: Item Description. This is not editable. Database Field: ERPx_SPProgramSettlementItem.ItemID: ERPx_SPProgramSettlementItem.ItemDescription
Item Program Amt.	Identifies the Sales Program amount that has been accrued for the sales transaction line item. It is part of the equation: [Item Program Amt.] - [Settled Program Amt.] = [Open 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: $/UOM: The program amount is calculated by multiplying the Item Set's 'Rate' by the transaction item's quantity (Unit or Weight quantity converted to the Item Set's Rate UOM). % Gross Amt: The program amount is calculated by multiplying the Item Set's 'Rate' by the transaction item's 'Gross Amt.' (extended amount). % (Gross - Freight): The program amount is calculated by multiplying the Item Set's 'Rate' by the transaction item's ([Gross Amt.] - [Freight Amt.]). This defaults from the 'Calculated On' field on the 'Item Sets' tab of the Sales Program Record View. The 'Calculated On' is only editable from the Sales Program Record View, it is not editable from here.
Item Program Rate	Identifies the rate used for calculating Sales Program Amounts. If the 'Calculated On' is set to "$/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.
Item Program Remaining Amt.	Identifies how much of the 'Open Item Program Amt.' will be remaining after the Settlement and/or Write Off. This is part of the equation: [Open Item Program Amt.] - [Amt. to Settle] - [Write Off Program Amt.] = [Item Program Remaining Amt.].
Item Program Qty	Displays the amount of the sales transaction line item converted to the Sales Programs 'Calculated On' and 'Rate'. If the Program's 'Calculated On' is: $/UOM then this will display the transaction line items quantity converted to the UOM from the Sales Program Item Set. If the Program UOM was Lbs, this would be sales items weight amount converted to Lbs If the Program UOM was Case, this would be sales items units converted to Cases % Gross Amt. then this will display the transaction line items extended amount. % (Gross - Freight) then this will display the transaction line items extended amount - freight amount. Database Field: ERPx_SPProgramSettlementItem.ConvOrderUnits
Item Program UOM	Displays the UOM or amount type (Gross Amt. or Net Amt.) associated with the Item Program Qty. If the Program's 'Calculated On' is: $/UOM then this will display the UOM from the Sales Program Item Set % Gross Amt. then this will display as "Gross Amount" % (Gross - Freight) then this will display as "Net Amount" Database Field: ERPx_IMUOM.UOMID , ERPx_SPProgramSettlementItem.ProgramCalcUOMSK
Open Item Program Amt.	Identifies the amount of a Sales Program, accrued for a sales line item, that is still open (not settled or previously written off). It is part of the equation: [Item Program Amt.] - [Item Settled Program Amt.] = [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.	Identifies the account number and description of the GL Account used for a Brokerage or Rebate Program write off. 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.	Identifies the amount of an accrued program balance for a sales line item to be written off as part of a Sales Program Settlement. It is part of the equation: [Open Item Program Amt.] - [Amt. to Settle] - [Write off Program Amt.] = [Item Program Remaining 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	Identifies the reason the balances are being adjusted. 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

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Sales Programs: Edit Amounts List View

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