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.
Sales Programs are only applicable for Sales Orders, Price Adjustments, and Returns. They are not used with Quick Sales transactions.
Software Version: 2022.06.16 and newer
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| Toolbar Icons | Description |
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| 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. |
| Delete |  Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! |
| Edit |  Opens the selected record for editing. If a record is not selected, the page will either not open or will open the first record (depending on how the page was coded). |
| 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. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| 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. |
| Help | Opens the online WIKI help page for the current page.
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| New |
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| 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. |
| 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. |
| Refresh |  Re-queries the contents of the grid/page based on the Search Options or the default values for grids that do not support Search Options.
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| 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. |
| Credit Value | Identifies the GL Account for the 'Credit' side of the Journal Entry. This defaults to (From Item) on new records, indicating that the GL Account is looked up from the Item Master for each item the program applies to as follows:
This is required for 'Brokerage' and 'Freight Accrual' programs but is not visible or editable for 'On Invoice' or 'Promotion Programs'. If blank, the message "Credit/Accrual Account is required." will be displayed on Save. This field is always editable from the record view for 'Brokerage' and 'Freight Accrual' programs. This lookup contains a blank value, the current assigned value, a selection for (From Item), and a list of all Active GL Accounts Database Field: ERPx_SPProgramHeader.CRAccountSK |
| Customer/Vendor | A lookup to identify the Customer or Vendor that will be paid for each Program with a 'Program Type' of Brokerage (this is not applicable for Freight Accrual, On Invoice, or Promotion Programs). For Brokerage Programs, this defaults as blank on new records, but is required.
This field is always editable from the record view. This lookup contains a blank value, the current assigned value, and a list of all the 'Active' Customers or Vendors, depending on the 'Settle To' value Database Field: ERPx_SPProgramHeader.ProgramEntitySK |
| Debit Value | Identifies the GL Account for the 'Debit' side of the Journal Entry. This defaults to (From Item) on new records, indicating that the GL Account is looked up from the Item Master for each item the program applies to as follows:
This is required for 'Brokerage' and 'Freight Accrual' programs but is not visible or editable for 'On Invoice' or 'Promotion Programs'. If blank, the message "Debit/Expense Account is required." will be displayed on Save. This field is always editable from the record view for 'Brokerage' and 'Freight Accrual' programs. This lookup contains a blank value, the current assigned value, a selection for (From Item), and a list of all Active GL Accounts Database Field: ERPx_SPProgramHeader.DRAccountSK |
| Description | The 'Description' property on the Program record. This defaults to blank for new records and is not required but duplicate values are allowed. This field is always editable from the record view and must be <= 200 characters. The Description is used as a long description/name of the Program. Database Field: ERPx_SPProgramHeader.Description |
| End | A date field to indicate when the Program ends. Programs with an End Date that occurs prior to a Sales Orders Invoice Date will not be evaluated, even if the Program is still Active. This defaults as blank on new records, and is required. If blank, the message "To date is required." will be displayed on Save. This must must be >= to the Start. If not, the message "The To Date cannot be before the From date" will be displayed on Save. Database Field: ERPx_SPProgramHeader.EndDate |
| Inactive | Identifies if the record is "Inactive". If inactive (set to "Yes"), it will not be included in look-ups for transactions or other master files. If set to "No" or blank, the record is active and can be freely used. This is a Yes/No lookup that is required. It defaults as No and is always editable. Database Field: ERPx_SPProgramHeader.Inactive |
| Program | A hyperlink that shows the value of the 'Program ID'. Clicking on the link opens the record view for the selected Program. This defaults from the 'Program Class' and cannot be edited after creation. This field must be <= 15 characters. The 'Program' is made up of two parts, which default from the Program Class on the 'Program Classes' Master File:
The Program ID is used as a short description and unique identifier of the Program. Database Field: ERPx_SPProgramHeader.ProgramID |
| Program Class | Identifies the value in the 'Class' property of the Sales Program. This defaults to blank for new records but is required. If not assigned, the message "Program Class is required." will be displayed on Save. This field is always editable from the Record View. The Program Class is used for reporting and to control the Program ID's. Database Field: ERPx_SPProgram.ProgramClassSK |
| Program Rate Currency | A single select standard lookup to identify the Currency the Program is stated in. This defaults to blank for new records but is required. If not assigned, the message "Program Rate Currency is required." will be displayed on Save. This field is not editable after the initial Save. Programs can only be applied to sale transactions where the Customer Currency and the Program Currency match. This lookup contains a blank value and all the System Currencies that are open to the current Company. Database Field: ERPx_SPProgramHeader.CurrencySK |
| Program Type | A system assigned value, from the Program Class, that identifies the Type of Sales Program. The options include: Brokerage, Accrual, On Invoice, Off Book and Rebate. This is never editable. |
| Settle Frequency | A lookup to identify how often the Program is settled. This defaults to "Invoice" for all Freight Accrual, On Invoice, and Promotion programs and is not editable. This defaults to blank and is required for Brokerage programs. If missing, the message "Frequency is required." will be displayed on Save. A Settle Frequency of "Invoice" means that the program is fully accrued for and charged when the Sales Invoice is Posted. All other options are only used for internally information and do not impact any functionality. For Brokerage Programs, this field is always editable from the record view. This lookup contains all the values in the SPSettlementFrequency Enumeration Class except "Invoice". Database Field: ERPx_SPProgramHeader.SettlementFrequencySK |
| Settle To | A lookup to identify who the Program is settled to. This defaults to "Invoice" for all Freight Accrual, On Invoice, and Promotion programs and is not editable. This defaults to 'AP Invoice - Paid In Full Orders' for Brokerage programs but is only editable prior to the initial Save. The 'Settle To' identifies whether the entity receiving payment or credit is a Customer or AP Vendor and for AP Vendors also identifies your intention for which Invoice should be included. The available options include:
This lookup contains all the values in the SPSettlementMethod Enumeration Class except "Invoice". Database Field: ERPx_SPProgramHeader.SettlementFrequencySK |
| Start | A date field to indicate when the Program starts. Programs with a Start Date that occurs after a Sales Orders Invoice Date will not be evaluated. This defaults as blank on new records, and is required. If blank, the message "From date is required." will be displayed on Save. This must must be >= to the Start. If not, the message "The From Date cannot be before the End date" will be displayed on Save. Database Field: ERPx_SPProgramHeader.EndDate |
