The purpose of this page is to make price adjustments for posted invoices either by making a price change for one item on one invoice, or many items across many invoices.
This record view also contains columns for each Attribute that is set up for the 'Items' attribute type. Because these are user defined, they are not included in the default view but can be added a saved column layout. Items attributes are not included in the help documentation.
Software Version: 2023.XX.XX and newer
Page Header
| Toolbar Icons | Description |
|---|---|
| Build Price Adjustment | Creates a Price Adjustment record(s) for the adjusted prices specified in the grid. This button is only displayed after the grid is refreshed, and a Price Adjustment is only created after a price has been changed to a different value than the original price on an invoice. How the Price Adjustment(s) is created is determined by the "Create More than X Price Adjustments Asynchronously" preference (found in Sales > Configuration > Preferences > Price Adjustment Approval). If the preference is set to 1, this will result in all Price Adjustments being sent to the Inbound Integration queue for processing and after that queue is successfully processed the transactions will be visible in the Sales Transactions List View as expected. If the preference is set to 1000 for example, any Price Adjustments made across less than 1000 different invoices will be immediately created and visible in the Sales Transactions List View. |
| Help |
|
| Fields | Description |
| Adjustment Date | Identifies the date of the Price Adjustment(s). This is a date picker that defaults to the current date and is required. It is only displayed after the grid is refreshed. The date must be on or after the original invoice date, or the last Posted Price Adjustment date if multiple adjustments have been made to an invoice, else the following messages "Price Adjustment must be on or after the Invoice date."; "Price Adjustment must be on or after the most recent Posted Price Adjustment date." will be displayed respectively when 'Build Price Adjustment' is clicked. Database Field: ERPx_SOOrderHeader.OrderDate |
| Customer | Identifies the Customer assigned to the record, displayed as [CustomerID] - [Customer Name]. This is a multi-select standard lookup that is not required to return results. It defaults as blank. The lookup contains a list of all 'Active' Customers. Database Fields: ERPx_ARCustomer.CustomerID: ARCustomer.CustomerName, ERPx_SOOrderPriceAdjustmentCriteria.CustomerSKCSV |
| Default Reason Code | Identifies the reason the price is being adjusted. This is a single select lookup that is not required to return results, but when selected will display this value for all line items in the grid. It is not required to process and build price adjustment transactions from this page but is conditionally required to Approve / Post a Price Adjustment transaction based upon the "Require a Reason Code for all Price Adjustment Lots" preference. Reason Codes are used throughout the system to describe the reason a transaction or transaction line item was entered. Unlike Notes, which allow for free text edits,, Reason Codes are pre-determined and controlled by lists to ensure structure and uniformity. Reason Codes are used for things like Returns, product Adjustments, Employee Terminations, and Write Offs. Database Fields: ERPx_MFNoteTypeReasonCode.ReasonCode, ERPx_SOOrderPriceAdjustmentCriteria.DefaultReasonCodeSK |
| Group Option | Used to identify how the data will display in the grid. This is a single select lookup that is required and defaults to the value 'Item & Lot'. It is disabled after the page is refreshed. When the Group Option is set to the following values:
This lookup contains the values in the SOPriceAdjustmentGroupOption Enumeration Class. Database Field: ERPx_SOOrderPriceAdjustmentCriteria.PriceAdjustmentGroupOptionEN |
| Invoice Date From | Used to select the Invoice date. All invoices occurring on or after the specified date will be included. This is a date picker that defaults to one month prior to the current date and is not required to return results. Database Field: ERPx_SOOrderPriceAdjustmentCriteria.DateFrom |
| Invoice Date To | Used to select the Invoice date. All invoices occurring on or before the specified date will be included. This is a date picker that defaults to the current date and is not required to return results. Database Field: ERPx_SOOrderPriceAdjustmentCriteria.DateTo |
| Search | A non-required text box that defaults to blank and is used to search across multiple fields. When the page is 'Refreshed', the data returned will be limited by what was included in the Search box (in addition to any other Search Options). Refer to this FAQ for advanced search options. The Search field can be used to search across the following fields:
Database Field: ERPx_SOOrderPriceAdjustmentCriteria.Search |
Page Details
Ship To Tab
| 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. |
| 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.
|
| 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 |
| Adj. Price | Identifies the new price for a line item. This is an editable numeric text box that is required to process a price adjustment. Negative prices are not allowed, the message "Adjusted Price must be greater than or equal to 0." is displayed when Build Price Adjustment is clicked. Database Field: ERPx_SOOrderPriceAdjustmentOrderItems.AdjustmentPrice |
| Adj. Units | Identifies the number of Units that the price is being adjusted for. This defaults to the Remaining Units (if applicable) and is editable when the Group Option is set to 'Item & Lot', else it is disabled.
Database Field: ERPx_SOOrderPriceAdjustmentOrderItems,AdjustmentUnits |
| Adj. Weight | Identifies the number of Units that the price is being adjusted for. This defaults to the Remaining Weight (if applicable) and is editable when the Group Option is set to 'Item & Lot', else it is disabled.
Database Field: ERPx_SOOrderPriceAdjustmentOrderItems.AdjustmentWeight |
| Adjusted | Identifies when a price has been adjusted for a line item. This is a non-editable text box that is not required. It defaults to blank and displays 'Yes' when a value (other than the original price) has been entered in the Adj. Price field for a line item. |
| Carrier | Identifies the Carrier associated with the shipment of a line item. This is a non-editable text box that is not required. It defaults to the Carrier assigned to the shipment for the line item.
Database Fields: ERPx_SOCarrier.CarrierName, ERPx_SOOrderHeader.CarrierSK |
| Customer | Identifies the Customer assigned to the record, displayed as [CustomerID] - [Customer Name]. This is a non-editable text box that defaults to the Customer selected on the corresponding Sales Order 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.Customer Names are used as a long description for Customer records.
Database Fields: ERPx_ARCustomer.CustomerID: ERPx_ARCustomer.CustomerName, ERPx_SOOrderHeader.CustomerSK |
| Invoice | Identifies the invoice number associated with the sales order shipment. This is an non-editable text box that is required. It defaults to the Invoice number associated with the shipment for the line item from the sales order.
Database Field: ERPx_SOInvoiceHeader.InvoiceNumber |
| Invoice Date | Identifies the date the shipment was invoiced, formatted from the users 'Date Format' preference. This is an non-editable date field that is required. It defaults to the Invoice date associated with the shipment for the line item from the sales order.
Database Field: ERPx_SOInvoiceHeader.InvoiceDate |
| Item: Description | Identifies the Item, displayed as Item ID: Item Description. This is a non-editable text box that is required. It defaults to the Item associated with the corresponding sales order invoice. Database Fields: ERPx_IMItem.ItemID: ERPx_IMItem.Description, ERPx_SOOrderItem.OrderItemSK |
| Last Price | Identifies the last price that the item was adjusted to. This is a non-editable numeric text box that is not required. It defaults to the last price the corresponding item was adjusted to on a Posted price adjustment, if no prior Posted adjustments have been made this defaults to blank.
This is a calculated field and is not stored in the database. |
| Last Price Adjustment | Identifies the Price Adjustment transaction ID for the last Posted Price Adjustment for the item. This is a non- editable text box that is not required. It defaults to the last Posted Price Adjustment transaction ID that the corresponding item was adjusted on and if no prior Posted adjustments have been made it defaults to blank.
This is a calculated field and is not stored in the database. |
| Last Price Date | Identifies the GL Date of the last Posted Price Adjustment for the item. This is a non- editable date field that is not required. It defaults to the GL Date of the last Posted Price Adjustment that the corresponding item was adjusted on and if no prior Posted adjustments have been made it defaults to blank.
This is a calculated field and is not stored in the database. |
| Original Price | Identifies the original price the item was sold for. This is a non-editable numeric text box that is not required. It defaults to the price as per the Sales Order Price UOM for the line item.
Database Field: ERPx_ERPx_SOOrderItem.ItemPrice |
| Purchase Order | Identifies the Purchase Order number (PO number) entered for the transaction or transaction line item. This is a non-editable text box that is not required. It defaults to the Purchase Order number entered on the corresponding sales order transaction, if applicable.
Database Field: ERPx_SOOrderHeader.PurchaseOrder |
| Price UOM | Displays the unit of measure upon which the line item price is based. This is an non-editable numeric text box that is required. It defaults to the Price UOM that the item was sold in on the corresponding sales order invoice. Database Fields: ERPx_IMUOM.UOMID, ERPx_SOOrderItem.PriceOptionSK |
| Production Batch | Identifies the production batch ID of the lot the item was allocated from. This is a non-editable text box that is not required. It defaults to the production batch ID of the lot the corresponding line item was allocated from on the sales order.
Database Fields: ERPx_IMProductionLot.ProductionLotID, ERPx_SOOrderItemLot.LotSK |
| Reason Code | Identifies the reason the price is being adjusted. This is an editable single-select lookup that is not required to create a Price Adjustment transaction from this page but is conditionally required based upon the "Require a Reason Code for all Price Adjustment Lots" preference. If a Default Reason Code was selected in the header section, this field defaults to that selected reason code, else it is blank. Reason Codes are used throughout the system to describe the reason a transaction or transaction line item was entered. Unlike Notes, which allow for free text edits,, Reason Codes are pre-determined and controlled by lists to ensure structure and uniformity. Reason Codes are used for things like Returns, product Adjustments, Employee Terminations, and Write Offs. Database Fields: ERPx_MFNoteTypeReasonCode.ReasonCode, ERPx_SOOrderItemLot.ReasonCodeSK, ERPx_SOOrderPriceAdjustmentCriteria.DefaultReasonCodeSK |
| Rem. Units | Identifies the Remaining Units that don’t have previous price adjustments. This is a non-editable numeric text box that is not required. It defaults to the number of units that have not previously been adjusted that are remaining from the number of units that were sold for the corresponding item. For example, if 10 units were sold on an invoice and a price adjustment has been previously processed for 3 of those units then the Rem. Units column will display '7'. If there are no previous price adjustments for this item and invoice then the Rem. Units column will display '10' units.
This is a calculated field and is not stored in the database. |
| Rem. Weight | Identifies the Remaining Weight that don’t have previous price adjustments. This is a non-editable numeric text box that is not required. It defaults to the weight amount that has not previously been adjusted and is remaining from the weight that was sold for the corresponding item. For example, if 100 Lbs of an item was sold on an invoice and a price adjustment has been previously processed for 20 Lbs then the Rem. Weight column will display '80' Lbs. If there are no previous price adjustments for this item and invoice then the Rem. Weight column will display '100' Lbs.
This is a calculated field and is not stored in the database. |
| Shipped Site | Identifies the name of the Site (Warehouse) that the Item shipped from. This is a non-editable text box that is not required. It defaults from the 'Site Name' field on the 'Shipments' tab for the corresponding shipment of the line item on the Sales Order Record View. Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain perpetual inventory balances.
Database Fields: ERPx_MFSite.SiteName, ERPx_LMLoadHeader.SiteSK |
| Ship To | Identifies the Address ID: City, State that the order was shipped to. This is a non-editable text box that is not required. It defaults based on the 'Ship To' address that was selected on the 'Select Ship To' page for the corresponding invoice. This is displayed as [AddressID: ShipCity, ShipState].
Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SOOrderHeader.ShipAddressSK, ERPx_SOOrderHeader.ShipCity, ERPx_SOOrderHeader.ShipState |
| Sold Units | Identifies the total units of the sold item that was allocated to the corresponding lot. This is a non-editable numeric text box that is required. It defaults to the number of units sold for the line item. If the Group Option is set to 'Item' this will display the total of units sold for the item across all invoices for the date range specified in the search criteria. Database Field: ERPx_SOOrderItem.AllocatedUnits |
| Sold Weight | Identifies the total weight of the sold item that was allocated to the corresponding lot. This is a non-editable numeric text box that is required. It defaults to the weight amount sold for the line item. If the Group Option is set to 'Item' this will display the total weight sold for the item across all invoices for the date range specified in the search criteria. Database Field: ERPx_SOOrderItem.AllocatedWeight |
| Units UOM | Identifies the unit of measure the number of sold units is based upon. This is an non-editable numeric text box that is required. It defaults to the Units UOM that the item was sold in on the corresponding sales order invoice. Database Fields: ERPx_IMUOM.UOMID, ERPx_SOOrderItem.UnitsUOMSK |
| Warehouse Lot | Identifies the warehouse lot ID of the lot the item was allocated from. This is a non-editable text box that is not required. It defaults to the Warehouse Lot ID the corresponding line item was allocated from on the sales order.
Database Field: ERPx_IMWarehouseLot.WarehouseLotID |
| Weight UOM | Identifies the unit of measure the sold weight is based upon. This is an non-editable numeric text box that is required. It defaults to the Weight UOM that the item was sold in on the corresponding sales order invoice. Database Fields: ERPx_IMUOM.UOMID, ERPx_SOOrderItem.WeightUOMSK |