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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.

Software Version: 2020.xx.xx and newer

Table of Contents
typeflat

Filters

...

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.

Software Version: 2020.xx.xx and newer

Table of Contents
typeflat

Page Header

Filters

The lookup contains a list of all Sites.

This is a single-select standard lookup that is required. If defaults to "Inventory Lot".

The lookup contains the following options:

  • Inventory Lot
  • Item
    • Item

    . If defaults to "Inventory Lot".

    The lookup contains the following options:

    • Inventory Lot
    • Item
    • Item and Owner
    • Item and Warehouse Lot
    • Item, Owner and Warehouse Lot
    Inquiry ParametersDescription
    As Of Date

    Insert excerpt
    Inq - As Of Date
    Inq - As Of Date
    nopaneltrue
    This is a date picker that is required to return results and defaults to current date. 

    Lot Owner

    Insert excerpt
    Inq - Lot Owner
    Inq - Lot Owner
    nopaneltrue
     This is a multi-select load on demand lookup that is required to return results. It defaults to all Lot Owners.

    Insert excerpt
    Def - Lot - Owner
    Def - Lot - Owner
    nopaneltrue

    The lookup contains a list of all Lot Owners.

    Site

     

    Insert excerpt
    Inq - Site
    Inq - Site
    nopaneltrue
    This is a

    date picker

    multi-select load on demand lookup that is required to

    return results and defaults to current date.     		Lot Owner

    include one ore more Sites in the search results. It defaults to all Sites.

    Insert excerpt
    Inq - Lot OwnerInq - Lot Owner
    nopaneltrue
     This is a multi-select load on demand lookup that is required to return results. It defaults to all Lot Owners.
    Insert excerpt
    Def - Lot - OwnerDef - Lot - OwnerDef - Site
    Def - Site
    nopaneltrue

    The lookup contains a list of all Lot Owners Sites.

    		Site
     Summarize By

    Insert excerpt
    Inq -

    Site

    Summarize By
    Inq -

    Site

    Summarize By
    nopaneltrue
    This is a

    multi

    single-select

    load on demand

    standard lookup that is required

    to include one ore more Sites in the search results. It defaults to all Sites.
    Insert excerpt
    Def - SiteDef - Site
    nopaneltrue
    Summarize By
    Insert excerpt
    Inq - Summarize ByInq - Summarize By
    nopaneltrue

    Header Toolbar

  • 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".
    Toolbar IconsDescription
    Excel
    Insert excerpt
    Excel - LV
    Excel - LV
    nopaneltrue
    Favorites
    Insert excerpt
    Favorites Add/Remove - Global
    Favorites Add/Remove - Global
    nopaneltrue
    Help
    Insert excerpt
    Help - Global
    Help - Global
    nopaneltrue
    		Inquiry Criteria
    Insert excerpt
    Inquiry Criteria - GlobalInquiry Criteria - Global
    nopaneltrue
    Refresh

    Insert excerpt
    Refresh - Global
    Refresh - Global
    nopaneltrue

    FieldsDescriptionCheckbox
    Insert excerpt
    Checkbox
    Checkbox
    nopaneltrue
    Amount 

    Insert excerpt
    Amount - Transaction
    Amount - Transaction
    nopaneltrue
     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

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

    Insert excerpt
    Def - Currency
    Def - Currency
    nopaneltrue

    Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_APTransactionHeader.CurrencySK

    Doc Date

    Insert excerpt
    Doc Date
    Doc Date
    nopaneltrue
     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

    Insert excerpt
    Description - Header
    Description - Header
    nopaneltrue
     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

    Insert excerpt
    Doc No
    Doc No
    nopaneltrue
     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

    Insert excerpt
    GL Date
    GL Date
    nopaneltrue
     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

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

    GL Year

    Insert excerpt
    GL Year
    GL Year
    nopaneltrue
    This can only be edited by changing the GL Date.

    Payment Terms

    Insert excerpt
    Payment Terms
    Payment Terms
    nopaneltrue
     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.

    Insert excerpt
    Def - Payment Terms
    Def - Payment Terms
    nopaneltrue

    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

    Insert excerpt
    Purchase Order
    Purchase Order
    nopaneltrue
     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

    Insert excerpt
    Status
    Status
    nopaneltrue
     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'.

    Insert excerpt
    Def - Status
    Def - Status
    nopaneltrue
     The Statuses that apply to transaction in this List View include:

    Insert excerpt
    Def - Status - New
    Def - Status - New
    nopaneltrue

    Insert excerpt
    Def - Status - Approved
    Def - Status - Approved
    nopaneltrue

    Insert excerpt
    Def - Status - Ready to Post
    Def - Status - Ready to Post
    nopaneltrue

    Insert excerpt
    Def - Status - Posted
    Def - Status - Posted
    nopaneltrue

    Insert excerpt
    Def - Status - Void
    Def - Status - Void
    nopaneltrue

    Insert excerpt
    Def - Status - Deleted
    Def - Status - Deleted
    nopaneltrue

    Insert excerpt
    Def - Status - Replaced
    Def - Status - Replaced
    nopaneltrue


    Database Fields: ERPx_APTransactionStatus.StatusName, ERPx_APTransactionHeader.TransactionStatusSK

    Transaction

    Insert excerpt
    Transaction ID
    Transaction ID
    nopaneltrue
     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.

    Insert excerpt
    Def - Transaction ID
    Def - Transaction ID
    nopaneltrue

    Database Field: ERPx_APTransactionHeader.TransactionID

    Transaction Class

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

    Insert excerpt
    Def - Transaction Class
    Def - Transaction Class
    nopaneltrue

    Database Fields: ERPx_APTransactionClass.TransactionClassDescription, ERPx_APTransactionHeader.TransactionClassSK

    Transaction Type

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

    Insert excerpt
    Def - Transaction Types
    Def - Transaction Types
    nopaneltrue

    Database Fields: ERPx_APTransactionType.TransactionName, ERPx_APTransactionHeader.TransactionClassSK

    Vendor

    Insert excerpt
    Vendor ID
    Vendor ID
    nopaneltrue
     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.

    Insert excerpt
    Def - Vendor ID
    Def - Vendor ID
    nopaneltrue

    Database Fields: ERPx_APVendor.VendorID, ERPx_APTransactionHeader.VendorSK

    Vendor Class

    Insert excerpt
    Vendor Class
    Vendor Class
    nopaneltrue
     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.

    Insert excerpt
    Def - Vendor Class
    Def - Vendor Class
    nopaneltrue

    Database Fields: ERPx_APVendorClass.ClassDescription, ERPx_APTransactionHeader.VendorSK

    Vendor Name

    Insert excerpt
    Vendor Name
    Vendor Name
    nopaneltrue
     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.

    Insert excerpt
    Def - Vendor Name
    Def - Vendor Name
    nopaneltrue

    Database Fields: ERPx_APVendor.VendorName, ERPx_APTransactionHeader.VendorSK

    ...