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Order Header Fields
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Last modified on 5/16/2016 11:59 AM by User.

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Order Header Fields

The order system has many fields - most are documented here. The areas where the fields may be used are:

  • GUI - on screen when selecting the orders application
  • Search - when performing a search on a report or in the GUI
  • Layout - within the orders report layout.

 An "X" in the column indicates the file is accessible from the corresponding part of the application. A blank indicates the field is not available. Anything else shows the name of the field for that part of the application.


Field GUI Search Layout Notes
Popular Fields
PONumber
The customer's Purchase Order Number
X PO# PO # T
Project
The name of the project (job)
X     T
BidName
Name of the bid the order was created from.
X     T
Customer
Defaults to the name of the customer
X     O
CustomerID
The customer identifier in OASIS (sometimes called the display ID)
X     T
CustomerContact
Customer contact assigned to receive all correspondence for the order
    X O
Manufacturer
Manufacturer for the order (commissioned, consolidated and vendor orders only). Lines on the order may have child brands.
    X O
ManufacturerContact
Manufacturer contact assigned to receive all correspondence for the order
    X O
EntryDate
Entry date of the order. User may change this date and is often adjusted during price increases to indicate which pricing is used on the order.
X   X T
CustomerAccountNumber
Customer's account number with the factory
    X T
Kind
The transaction "kind" (e.g. commissioned, vendor, consolidated or sell)
X   X =
ASO
This is the OASIS Sales Order Number - created and managed by OASIS (not the vendor)
X     T
OrderType
User defined order type (e.g. project).
X      
Remarks
Order remarks
X     T
PONotes
Order notes, typically viewable by the manufacturer and optionally the customer
X     T
QuoterUserID
User ID of the quoter assigned to the order
X     T
CSRUserID
User ID of the CSR assigned to the order
X     T
Addresses
SoldName X     T
SoldLine1 X     T
SoldLine2 X     T
SoldCity X     T
SoldState X     T
SoldZip X     T
SoldCountry X     T
SoldCounty X     T
BillName X     T
BillLine1 X     T
BillLine2 X     T
BillCity X     T
BillState X     T
BillZip X     T
BillCountry X     T
BillCounty X     T
ShipName X     T
Ship C/O     X T
ShipLine1 X     T
ShipLine2 X     T
ShipCity X     T
ShipState X     T
ShipZip X     T
ShipCountry X     T
ShipCounty X     T
ShipMark
Marking instructions for manufacturer
X     T
ShipCallAhead
Calling instructions for carrier
X     T
Money
SellPrice
The total order sell price
    X C
BuyPrice
Cost of material (sell, consolidation and vendor POs only) in vendor's currency
    X C
Cost
Cost of material (sell, consolidation and vendor POs only) in local currency
    X C
Earnings
Total earnings on the order
    X C
Profit
Sell price less any cost of material and overhead
      C
Commission
Total commission on the order
    X C,A
Overage
Total overage on the order
    X C,A
Overhead
Cost of processing the transaction (sell orders only)
    X C
Received
Amount paid by customer (sell orders) or received from the manufacturer (commissioned)
    X C
Paid
Amount paid to the vendor (sell, vendor and consolidation orders only)
    X C
Dates and Users
ActionStartDate
Start date/time of the current change order
X      
CreateDate X     dt
CreateWorkgroupID       T
CreateUserID X     T
UpdateAction
Current/last update action (e.g. change, cancel, etc.)
X     =
UpdateDate X     dt
UpdateUserID X     T
TransmitDate
Date of last transmission to the factory (implied, direct, FAXed, etc.)
X     dt
Transmitted
Has the last change been communicated to the factory?
X     yn
TransmitUserID
User last communicating with the factory
X     T
LockedBy
User currently editing the order (other users w/o admin rights can not edit at this time)
X     T
File At
File code used to locate an "off site" hardcopy of the order.
    X T
File On
Date the hardcopy of the order was moved "off site".
X   X dt
Other Data
DBID
OASIS database "serial number" where the transaction was created
X     T
POID
Internal OASIS identifier for the order.
X     N
BSID
Buy/Sell entity (resell company).
X     X
BillNow
Sell orders only - bill now. Order will show on the invoice screen when showing orders to bill now.
X     yn
DataVersion
Version of OASIS used to create the transaction.
X     N
DoNotShipBefore
Date the order should not ship before (request to factory)
X     D
EndCustomerPO#
 
       
Workgroup     X      
 

Notes

Code Description
= Field is calculated. Using the field will slow performance, especially on large order listings or reports. Not normally available for search.
O Field is an object. In some areas of the application. In this part of the application it is possible to discover more inforamtion by referencing the object. In most ares of the application, the object is treated as text.
T Field is a text value only
N Field is a number
C Filed is currency values only
X Field will be replace, use is not recommended.
A Not available in all versions of OASIS (e.g. commissions not available in distributor version of OASIS).
D Field is a date value
dt Field is a date/time value
yn Field value is Y-Yes, N-No.