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 number of Price Adjustments made below 1000 different invoices will be immediately created and visible in the Sales Transactions List View. |
| Help |
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| 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 Price Adjustment date if multiple adjustments have been made to an invoice. 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 the Reason Code for all line items in the grid. It is conditionally required to create a Price Adjustment transaction based upon the "Require a Reason Code for all Price Adjustment Lots" preference. When this preference is set to 'Yes', all Price Adjustments being created have to have a Reason Code selected otherwise the message " " will be displayed when Build Price Adjustment is clicked. When it is set to 'No', Price Adjustments may be created without a Reason Code for the adjusted line item. 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 Field: 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.
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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 |
| Adj. Price | Database Field: ERPx_SOOrderPriceAdjustmentOrderItems.AdjustmentPrice |
| Adj. Units | Displays the number of Units that the price is being adjusted for. This defaults to the number of Units (if applicable) that were sold for the corresponding item on the invoice and is editable when the Group Option is set to 'Item & Lot', else this it is disabled.
Database Field: ERPx_SOOrderPriceAdjustmentOrderItems,AdjustmentUnits |
| Adj. Weight | Displays the number of Units that the price is being adjusted for. This defaults to the Weight value (if applicable) that was sold for the corresponding item on the invoice and is editable when the Group Option is set to 'Item & Lot', else this it is disabled.
Database Field: ERPx_SOOrderPriceAdjustmentOrderItems.AdjustmentWeight |
| Adjusted | Database Field: |
| Carrier |
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 |
Database Field: ERPx_SOInvoiceHeader.InvoiceNumber |
| Invoice Date |
Database Field: ERPx_SOInvoiceHeader.InvoiceDate |
| Item: Description | Database Field: ERPx_IMItem.ItemID: ERPx_IMItem.Description |
| Last Price |
Database Field: ERPx_ |
| Last Price Adjustment |
Database Field: ERPx_ |
| Last Price Date |
Database Field: ERPx_ |
| Original Price |
Database Field: ERPx_ |
| Purchase Order |
Database Field: ERPx_SOOrderHeader.PurchaseOrder |
| Production Batch |
Database Field: |
| Reason Code | Database Field: |
| Rem. Units |
Database Field: |
| Rem. Weight |
Database Field: |
| Shipped Site | Identifies the name of the Site (Warehouse) that the Order shipped from. This is a non-editable text box that is not required. It defaults from the 'Site Name' field on the 'Shipments' tab of 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 |
| Sold Units | Database Field: |
| Sold Weight | Database Field: |
| Units UOM | Database Field: |
| Warehouse Lot |
Database Field: |
| Weight UOM | Database Field: |