Customizable Order Listing Line Level Report- Field Descriptions

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This article provides descriptions for the fields available in the Customizable Order Listing - Line Level Report. For more information about how to build this report, click here. Note: these fields are also applicable to any line-level order report that has the "Customize" option available. For a full list of reports, click here. 

  • Field Name- the name of the field
  • Group- whether the field can be grouped
  • Split- whether the field can be split using the "Adjust Values" checkbox
  • Total- whether the field can be totaled
  • Field Descriptions- the description of the field

A column with an "N" represents "No", whereas a column with a "Y" represents "Yes."

Field Name Group Split Total Field Descriptions
***** Row Break ***** N N N Inserts a row break between fields on the report
Account Number Y Y N Customer's account number with the Vendor
Architect Y Y N Name of Architect(s) on the Job
ASO Y Y N Internal OASIS number identifying the order (A sales order number)
Bid Name Y Y N Bid Name of Project
Bill Now Y Y N Bill now check indicating order should be invoiced by agency
Billable N N Y Amount of order not invoiced
BillableEarnings N N Y Amount of earnings on hold and earnings not invoiced
BuyPrice N N Y Total price from the factory in factory currency
Canceled Y Y N Is the entire order canceled; have canceled lines; or is the line canceled
Canceled Buy Price N N Y Total Canceled price from the factory in factory currency
Canceled Commission N N Y Canceled Rep Commission
Canceled Earnings N N Y Amount of earnings canceled
Canceled Overage N N Y Amount of overage canceled
Canceled Overage Split N N Y Rep take of the overage on the order that was canceled
Canceled Profit N N Y Canceled profit added to the landed buy price
Canceled Sell Price N N Y Amount of sell that was canceled
Canceled Territory Comm Credit N N Y Canceled commission credit
Canceled Territory Comm+Over Credit N N Y Canceled Commission Credit + Overage Credit
Canceled Territory Earnings Credit N N Y Canceled territory earnings credit
Canceled Territory Overage Credit N N Y Canceled territory overage credit including split
Canceled Territory Sales Credit N N Y Canceled territory sales credit
Carrier Code Y Y N Order carrier code(s)
Close Receivable Y Y N Checkbox indicating that order's invoices have been fully paid
Close Sales Y Y N Checkbox indicating if order fully invoiced
Commission N N Y Rep Commission
Commission % N N Y Percentage of the commission
Commission + Overage N N Y Total of Commission + Overage
Commission Open N N Y Commission not received
CommissionAndOverageSplit N N Y Commission + Overage Split
Commissioned Y Y N Is this a commissioned order?
Consolidated Y Y N Is this a consolidated order?
Contractor Y Y N Contractor(s) involved with the job
Contractor Assigned To Y Y N Assigned person to the contractor of the job on order
Create Date N Y N Date order was created
Create User Y Y N User who created the order
CSR Y Y N CSR for the order
Customer Y Y N Direct Customer
Customer Assigned To Y Y N Customer's Assigned Salesman
Customer Contact Y Y N Contact person at the customer
Customer ID Y Y N Direct Customer - ID
Customer Invoice Date Y Y N Customer Invoice Date
Customer Invoice List Y Y N Customer invoice number(s) for order
Customer Invoiced N N Y Amount invoiced to customer
Customer PO# Y Y N Sell PO (customer PO#)- Resell only
DBID Y Y N OASIS Database ID
Delta Date N Y N Last delta change date for line
Delta Hold Sell Price N N Y sell price held
Delta Month Y Y N Delta date by month for line
Delta Release Sell Price N N Y Customer sell price
Delta Year Y Y N Delta date by month for line
DontShipBefore Y Y N Do Not Ship Before Date
Earnings N N Y Commission/Overage (Vendor/Commission order) & Profit (Customer order)
Earnings % N N Y Percentage of the Earnings
Engineer Y Y N Engineer(s) Associated with the Job
EntryDate N Y N Order entry date- Manually Keyed Different than create date
EntryMonth Y Y N Order entry date - Year/Month
EntryYear Y Y N Year of the order entry date
FixtureType Y Y N Item fixture type
Freight Allowed Y Y N User's assertion whether bill of material met MFG freight policy
GrossProfit % N N Y Total profit as a percentage
Hold Buy Price N N Y Total price of hold items from the factory in factory currency
Hold Commission N N Y Rep Commission on hold items
Hold Earnings N N Y Commission/Overage (Vendor/Commission order) & Profit (Customer order) on hold items
Hold Net Price N N Y Base or "net" price of hold orders
Hold Overage N N Y Overage added to net price of hold items
Hold Overage Split N N Y Rep take of the overage on the hold items of the order
Hold Profit N N Y Profit of hold items added to the landed buy price
Hold Sell Price N N Y Customer sell price of hold items
HPR Y Y N Is this a hold, partial, or release
Line Sales Account(List) N Y N Sales account on the line of the order (including %)
LineUID Y Y N Internal unique OASIS number identifying an individual order line
Lot Price Order Y Y N Order with "Lot Net Billing" checked
Manufacturer (list) Y Y N Manufacturer or brand
Manufacturer Contact Y Y N Contact person at the manufacturer
Manufacturer ID (list) Y Y N Manufacturer or brand - ID
Manufacturer Quote Y Y N Manfucturer's quote number for special pricing on BOM
Mfg Product Type Y Y N Product Type on the Manufacturer
MfgPartNumber Y Y N Manufacturer's Part Number
NetPrice N N Y Base or "net" price - overage is added to this price
Order Total Billable N N Y Amount of order not invoiced
Order Total Buy Price N N Y Total price from the factory in factory currency
Order Total Canceled Comm+Over Credit N N Y Canceeled Commission Credit + Overage Credit on the orders
Order Total Canceled Territory Comm Credit N N Y Canceled Commission Credit + Canceled Overage Credit on the order
Order Total Canceled Territory Over Credit N N Y Canceled territory overage credit including split
Order Total Canceled Territory Sales Credit N N Y Total canceled territory sales credit on the order
Order Total Comm+Over Credit N N Y Commission Credit + Overage Credit on the order
Order Total Commission N N Y Total rep commission on the order
Order Total Commission % N N Y Percentage of the commission on the order
Order Total Commission + Overage N N Y Total of Commission + Overage
Order Total Commission Open N N Y Total commission not received on the order
Order Total Customer Invoiced N N Y Total amount invoiced to customer
Order Total Earnings N N Y Commission+Overage+Profit - The total money earned on this order
Order Total Earnings % N N Y Percentage of the earnings on the order
Order Total Net Price N N Y Base or "net" price of the order
Order Total Overage N N Y Order total overage added to net price
Order Total Overage % N N Y Percentage of the overage on the order
Order Total Overage Split N N Y Total rep take of the overage on the order
Order Total Profit N N Y Total profit added to the landed buy price on the order
Order Total Receivable N N Y Total earnings less any received on the order
Order Total Received N N Y Total received on the order
Order Total Sell Price N N Y Total customer sell price of the order
Order Total Territory Comm Credit N N Y Commission Credit + Overage Credit on the order
Order Total Territory Over Credit N N Y Territory overage credit including split
Order Total Territory Sales Credit N N Y Total territory sales credit on the order
Order Total Vendor Invoiced N N Y Total amount invoiced by Vendor
Order Type Y Y N OASIS order type
Our Quote Y Y N Quote number of converted quote
Overage N N Y Overage added to net price
Overage % N N Y Percentage of the Overage
Overage Split N N Y Rep take of the overage on the order
Paid N N Y Amount paid to vendor
Parent Customer Y Y N Customer Parent or Headquarters
Parent Manufacturer Y Y N Manufacturer or brand
Part Description Y Y N Catalog number description
PartNumber Y Y N Catalog Number
Payable N N Y Amount left to pay vendor
Per Unit Buy Price N N N Price per unit from the factory in factory currency
Per Unit Commission N N N Rep Commission Per Unit
Per Unit Net Price N N N Base or "net" price per unit - overage is added to this price
Per Unit Over % N N Y Percentage of the Overage - per unit
Per Unit Overage N N N Overage added to net price - per unit
Per Unit OverageSplit N N N Rep take of the overage per unit on the order
Per Unit Profit N N N Profit per unit added to the Landed buy price
Per Unit Sell Price N N N Customer sell price per unit
Percent Customer Invoiced N N Y Percent invoiced to customer
Percent Vendor Invoiced N N Y Percent invoiced by Vendor
PO Line Internal Notes N Y N PO internal note on line items
PO Line Notes N Y N PO line notes
PO Status Y Y N Status of order
POID Y Y N Intenal unique OASIS number identifying an individual order
PONumber Y Y N Transaction PO Number
POURIs Y Y Y PO URIs
Product Type Y N N Product type established on the manufacturer part list
Profit N N Y Profit added to the landed buy price
Project Name Y Y N Name of the related project
Project Rank Y Y N Rank of the project related to the order
Project Vertical Market Y Y N Vertical Market of the project related to the order
PRONumber Y Y N Progressive (tracking) Number(s)
Quantity N N N Quantity ordered
QuantityHold N N N Quantity on hold
QuantityReleased N N N Quantity released for shipment
QuantityShipped N N N Quantity shipped
Quoter Y Y N Quoter for the order (orginator of pricing)
Receivable N N Y Earnings less any received
Received N N Y Total received on the order
Release Date N Y N Last release date for line
Release Month Y Y N Release date by month for line
Release Year Y Y N Release date by year for line
RequiredOnSite Y Y N Date Material is Required on Site
Resell Company ID Y Y N Resell Company ID
RMA Catalog Numbers Y Y N Catalog numbers for RMA items on order
RMA Number(s) Y Y N RMA request numbers for order
RMA Response Y Y N Response to RMA
Sales Account Y Y N Sales account on the order
Sales Account(List) N Y N Sales account on the order (including %)
ScheduleDate N Y N Order schedule ship date(s)
Sell Price N N Y Customer sell price
Ship City Y Y N Shipping address city
Ship Country Y Y N Shipping address country
Ship County Y Y N Ship to address county
Ship Month Y Y N Ship date by month for line
Ship State Y Y N Shipping address state
Ship Updated Time Y Y N Shipping last updated time
Ship Updated User Y Y N User who last updated the shipping info
Ship Year Y Y N Ship date by year for line
Ship ZIP code Y Y N Shipping address ZIP code
ShipDate N Y N Date(s) item shipped
Shipped % N N N Percentage of material shipped
Shipping Line N Y N Shipping information for the line
Shipping Location Y Y N Shipping Locations on the order
Sold City Y Y N Sold to address city
Sold Country Y Y N Sold to address country
Sold County Y Y N Sold to address county
Sold State Y Y N Sold to address state
Sold Zip Y Y N Sold to address zip
SONumber (List) Y Y N Manufacturer sales order number
Specifier Assigned To Y Y N Assigned person to the specifier(s) of the job
Specifier Distributor Contact Name Y Y N Specifier Distributor Contact Name list
Specifier Role Y Y N Specifier role list not including direct and indirect customer
Specifier Role Assigned To Y Y N Person assigned to a specifier of a given role
Specifier Role(All) Y Y N Specifier role list including direct and indirect customer
Specifier_Architect Y Y N Architect list
Specifier_Contractor Y Y N Contractor list
Specifier_Distributor Y Y N Distributor list
Specifier_Engineer Y Y N Engineer list
Specifier_Owner Y Y N Owner list
Specifiers Y Y N Specifier list not including direct and indirect customer
Specifiers With Assigned To Y Y N Specifier list (including contact name) not including direct and indirect customer
Specifiers(All) Y Y N Specifier list including direct and indirect customer
Target Date N Y N Target Date for the item to be shipped
Territory Comm Credit N N Y Territory commission credit
Territory Comm+Over Credit N N Y Commission Credit + Overage Credit
Territory Commission % N N Y Agency commission percentage on the Order
Territory Earnings Credit N N Y Territory earnings credit
Territory Invoice Sales Credit N N Y Invoice territory sales credit
Territory Net Credit N N Y Territory net credit
Territory Overage % N N Y Business' Split of Overage amount
Territory Overage Credit N N Y Territory overage credit including split
Territory Sales % N N Y Territory's split of the order
Territory Sales Credit N N Y Territory sales credit
TerritorySplits Y Y N List of territories
Transmit Date N Y N The date the order was sent to factory
Update Date N Y N Last date the order was updated
Update User Y Y N The most recent user who updated the order
Vendor Billable N N Y Amount billable by Vendor
Vendor Invoice Date Y Y N Vendor Invoice date
Vendor Invoice List Y Y N Vendor invoice number(s) for order
Vendor Invoiced N N Y Amount invoiced by Vendor
Vendor PO# (list) Y Y N List of Vendor POs associated with the order - Resell only
WorkGroup Y Y N Name of Workgroup this order was created in

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