The purpose of this page is to search and view Inventory Lot The purpose of this page is to search and view Inventory Lot information as of a specific date using filter parameters. An Inventory Lot defines the quantity of product that is unique by combination of Item, Site, Production Batch, Warehouse Lot and Owner.

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Filters

Filter Parameters

Description

As Of Date

This is a text box to enter the transaction date. All transactions occurring on or before the 'As Of Date' will be included in the inventory lot totals. It is required

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	Inq - As Of Date
	Inq - As Of Date
nopanel	true

This is a date picker that is required to return results and defaults to current date.

Lot Owner

Used to enter/select Lots with Owners. This is a multi-select load on demand lookup to include one or more Lot Owners in the search that is required to return results. It is required and defaults to all Lot Owners.

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	Def - Lot - Owner
	Def - Lot - Owner
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Site

- Lot - Owner
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The lookup contains a list of all Lot Owners.

Site

Used to select a Site. This is a multi-select load on demand lookup that is required to include one ore more Sites in the search results. It is required and defaults to all Sites.

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	Def - Site
	Def - Site
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The lookup contains a list of all Sites.

Summarize By

Used to specify how the search results will be displayed. This is a single-select standard lookup that identifies how the results will be displayed. It is required and . If defaults to "Inventory Lot".

The lookup contains the following options are:

Inventory Lot
Item
Item and Owner
Item and Warehouse Lot
Item, Owner and Warehouse Lot

Toolbar Icons

Description

Excel

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	Excel - LV
	Excel - LV
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Favorites

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	Favorites Add/Remove - Global
	Favorites Add/Remove - Global
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Help

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	Help - Global
	Help - Global
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Inquiry Criteria

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	Inquiry Criteria - Global
	Inquiry Criteria - Global
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Date From: a text box to enter a starting Transaction Date. If entered, this must be in a valid date format. A blank assumes All.
Date To: a text box to enter an ending Transaction Date. If entered, this must be in a valid date format. A blank assumes All.
Status: a multi-select check box to limit the data that is returned to one or more selected Statuses. Options include: New, Approved, Ready To Post, Posted, Void, Deleted, Replaced. The default values are "New, Approved, Ready To Posted and Posted".

Refresh

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	Refresh - Global
	Refresh - Global
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Fields

Description

Checkbox

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	Checkbox
	Checkbox
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Amount

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	Amount - Transaction
	Amount - Transaction
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This comes from the 'Amount' on the 'Home' tab of the Invoice/Credit Memo Record View and is calculated based on the sum of all transaction lines. This can only be edited by changing the quantity and/or price of one or more transaction lines.

Database Field: ERPx_APTransactionHeader.ExtendedAmount

Currency

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	Currency
	Currency
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This comes from the 'Currency ID' on the 'Properties' tab of the Invoice/Credit Memo Record View. This is not editable on the transaction.

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	Def - Currency
	Def - Currency
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Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_APTransactionHeader.CurrencySK

Doc Date

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	Doc Date
	Doc Date
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This can be edited from the 'Doc Date' on the 'Home' tab of the Invoice/Credit Memo Record View. This is always editable.

Database Field: ERPx_APTransactionHeader.TransactionDate

Doc Description

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	Description - Header
	Description - Header
nopanel	true

This can be edited from the 'Description' on the 'Home' tab of the Invoice/Credit Memo Record View. This is always editable, even after the transaction is Posted.

Database Field: ERPx_APTransactionHeader.Description

Doc No

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	Doc No
	Doc No
nopanel	true

This can be edited from the 'Doc No' on the 'Home' tab of the Invoice/Credit Memo Record View and represents the transaction/Invoice # assigned by your Vendor. This is always editable while the transaction is in a Status of New.

Database Field: ERPx_APTransactionHeader.DocNumber

GL Date

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	GL Date
	GL Date
nopanel	true

This can be edited from the 'GL Date' on the 'Properties' tab of the Invoice/Credit Memo Record View. If not manually edited, this will be automatically set to match the 'Doc Date' when the transaction is saved with a Status of either Approved or Ready to Post. This is always editable while the transaction is in a Status of New.

Database Field: ERPx_APTransactionHeader.GLDate

GL Period

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	GL Period
	GL Period
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This can only be edited by changing the GL Date.

GL Year

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	GL Year
	GL Year
nopanel	true

This can only be edited by changing the GL Date.

Payment Terms

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	Payment Terms
	Payment Terms
nopanel	true

This can be edited from the 'Payment Terms' on the 'Home' tab of the Invoice/Credit Memo Record View. This is always editable while the transaction is in a Status of New.

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	Def - Payment Terms
	Def - Payment Terms
nopanel	true

Database Fields: ERPx_MFPaymentTerms.PaymentTermName, APTransactionHeader.PaymentTermSK

Pmt./Apply Hold

Displays as "Yes" for AP Invoices and Credit Memos that are on a Payment or Application hold. This can be edited from the 'Pmt./Apply Hold' on the 'Properties' tab of the Invoice/Credit Memo Record View. This is always editable, even for posted transactions as long as they have not yet been fully applied.

Invoices on hold will not be selected for payment when building AP Check Batches.
Credit Memos on hold cannot be selected to apply to open Invoice

Database Field: ERPx_APTransactionHeader.IsOnApplicationHold

PO

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	Purchase Order
	Purchase Order
nopanel	true

This can be edited from the 'PO' on the 'Home' tab of the Invoice/Credit Memo Record View and represents the purchase order you used when making the purchase. This is always editable while the transaction is in a Status of New.

Database Field: ERPx_APTransactionHeader.PurchaseOrderID

Status

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	Status
	Status
nopanel	true

This can be edited from the 'Status' on the 'Home' tab of the Invoice/Credit Memo Record View and represents the status of the transaction. This is always editable while the transaction is in a Status of 'New' or 'Approved'.

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	Def - Status
	Def - Status
nopanel	true

The Statuses that apply to transaction in this List View include:

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	Def - Status - New
	Def - Status - New
nopanel	true

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	Def - Status - Approved
	Def - Status - Approved
nopanel	true

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	Def - Status - Ready to Post
	Def - Status - Ready to Post
nopanel	true

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	Def - Status - Posted
	Def - Status - Posted
nopanel	true

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	Def - Status - Void
	Def - Status - Void
nopanel	true

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	Def - Status - Deleted
	Def - Status - Deleted
nopanel	true

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	Def - Status - Replaced
	Def - Status - Replaced
nopanel	true

Database Fields: ERPx_APTransactionStatus.StatusName, ERPx_APTransactionHeader.TransactionStatusSK

Transaction

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	Transaction ID
	Transaction ID
nopanel	true

Clicking on this link opens the AP Invoice / Credit Memo Record View for the selected record. This is a system assigned number that comes from the 'Transaction Class' and is not editable by users.

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	Def - Transaction ID
	Def - Transaction ID
nopanel	true

Database Field: ERPx_APTransactionHeader.TransactionID

Transaction Class

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	Transaction Class
	Transaction Class
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This comes from the 'Transaction Class' on the 'Properties' tab of the Invoice/Credit Memo Record View. This is not editable.

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	Def - Transaction Class
	Def - Transaction Class
nopanel	true

Database Fields: ERPx_APTransactionClass.TransactionClassDescription, ERPx_APTransactionHeader.TransactionClassSK

Transaction Type

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	Transaction Type
	Transaction Type
nopanel	true

This comes from the Transaction Type selected when starting a new transaction. This is not editable.

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	Def - Transaction Types
	Def - Transaction Types
nopanel	true

Database Fields: ERPx_APTransactionType.TransactionName, ERPx_APTransactionHeader.TransactionClassSK

Vendor

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	Vendor ID
	Vendor ID
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This represents the ID of the 'Vendor' on the 'Home' tab of the Invoice/Credit Memo Record View. This is only editable by changing the Vendor assigned to the transaction.

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	Def - Vendor ID
	Def - Vendor ID
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Database Fields: ERPx_APVendor.VendorID, ERPx_APTransactionHeader.VendorSK

Vendor Class

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	Vendor Class
	Vendor Class
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This comes from the 'Vendor Class' assigned to the 'Vendor' that is selected on the 'Home' tab of the Invoice/Credit Memo Record View. This is only editable by changing the Vendor assigned to the transaction.

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	Def - Vendor Class
	Def - Vendor Class
nopanel	true

Database Fields: ERPx_APVendorClass.ClassDescription, ERPx_APTransactionHeader.VendorSK

Vendor Name

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	Vendor Name
	Vendor Name
nopanel	true

This represents the name of the 'Vendor' on the 'Home' tab of the Invoice/Credit Memo Record View. This is only editable by changing the Vendor assigned to the transaction.

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	Def - Vendor Name
	Def - Vendor Name
nopanel	true

Database Fields: ERPx_APVendor.VendorName, ERPx_APTransactionHeader.VendorSK

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Version	Old Version 3	New Version 4
Changes made by	Janice Dannenberg (Unlicensed)	Janice Dannenberg (Unlicensed)
Saved on	Jul 01, 2020	Jul 01, 2020

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