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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.

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Inquiry Parameters

Description

As Of Date

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

Lot Owner

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

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

Site

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

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	Inq - Summarize By
	Inq - Summarize By
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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 and Owner
Item and Warehouse Lot
Item, Owner and Warehouse Lot

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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

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

Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_APTransactionHeader.CurrencySK

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

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

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

This Actual Cost 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

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

Database Fields: ERPx_APTransactionStatus.StatusName, ERPx_APTransactionHeader.TransactionStatusSK

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.

Database Field: ERPx_APTransactionHeader.TransactionID

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

Database Fields: ERPx_APTransactionClass.TransactionClassDescription, ERPx_APTransactionHeader.TransactionClassSK

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

Database Fields: ERPx_APTransactionType.TransactionName, ERPx_APTransactionHeader.TransactionClassSK

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.

Database Fields: ERPx_APVendor.VendorID, ERPx_APTransactionHeader.VendorSK

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.

Database Fields: ERPx_APVendorClass.ClassDescription, ERPx_APTransactionHeader.VendorSK

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

Database Fields: ERPx_MFPaymentTerms.PaymentTermName, APTransactionHeader.PaymentTermSK

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.Database Fields: ERPx_APVendor.VendorName, ERPx_APTransactionHeader.VendorSKFilters' tab.

database field

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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Refresh

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	Refresh - Global
	Refresh - Global
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Fields

Description

Checkbox

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Checkbox

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true

Amount

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Amount - Transaction

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true

Currency

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Currency

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true

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Def - Currency

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true

Doc Date

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Doc Date

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true

Doc Description

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Description - Header

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true

Doc No

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Doc No

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true

GL Date

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GL Date

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true

As Of Date

PO

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Purchase Order

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true

Status

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Status

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true

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Def - Status

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true

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Def - Status - New

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true

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Def - Status - Approved

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true

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Def - Status - Ready to Post

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true

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Def - Status - Posted

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true

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Def - Status - Void

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true

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Def - Status - Deleted

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true

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Def - Status - Replaced

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true

Transaction

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Transaction ID

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true

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Def - Transaction ID

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true

Transaction Class

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Transaction Class

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true

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Def - Transaction Class

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true

Transaction Type

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Transaction Type

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true

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Def - Transaction Types

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true

Vendor

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Vendor ID

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true

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Def - Vendor ID

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true

Vendor Class

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Vendor Class

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true

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Def - Vendor Class

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true

Vendor Name

Identifies the cutoff transaction date. Inventory Lots will display quantities that occur on and before this date. This can be edited from the '

GL

As Of Date'

on

in 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

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true

GL Year

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GL Year

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true

Payment Terms

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Payment Terms

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true

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Def - Payment Terms

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true

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

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Vendor Name

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true

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Def - Vendor Name

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true

Cost Group

Date Produced

Extended Actual Cost

Extended Lower of Cost or Market Cost

Extended Market Cost

Extended Standard Cost

Item

Lower of Cost or Market Cost

Market Cost

On Hand Units

On Hand Weight

Owner Name

Production Batch

Site

Standard Cost

Summarize By

Unit UOM

Warehouse Lot

Weight UOM

Year Produced

Version	Old Version 6	New Version 7
Changes made by	Janice Dannenberg (Unlicensed)	Janice Dannenberg (Unlicensed)
Saved on	Jul 01, 2020	Jul 01, 2020

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