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Emma Greenwood

Emma Greenwood

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 The purpose of this page is to view, add, edit, remove, and post Inventory Adjustment, Production, Receipt and Transfer Transactions.  Additionally, users can Mass Update the Status of multiple transactions at once, view Shipment Details for Transfer transactions and Void/Correct transactions.

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Toolbar IconsDescription
Delete
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Delete - LV
Delete - LV
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Edit
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Edit - LV
Edit - LV
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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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Grid Options
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Grid Options for Kendo - Global
Grid Options for Kendo - Global
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Help
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Help - Global
Help - Global
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Mass Update

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Mass Update - Global
Mass Update - Global
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  • Status: A single-select lookup that defaults to "(No Change)", but also has options for "New", "Approved" and "Ready to Post". Assigns the selected Status to selected/filtered transactions when Apply is clicked.
More ActionsOpens a drop-down menu for the user to select Void/Correct, which opens the Void/Correct page and allows the user to either Correct, Void or Void & Correct a transaction.  
New

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New - Multi-Select Trans Type - Global
New - Multi-Select Trans Type - Global
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  • Adjustment: A transaction to 
  • Production: A transaction to 
  • Receipt: A transaction to 
  • Transfer: A transaction to 
Print
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Print - LV
Print - LV
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ViewOpens a drop-down menu for the user to select Shipment Details, which opens the Shipment Details Record View for the associated record.  This is only applicable to Transfer type transactions. 
FieldsDescription
Checkbox
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Checkbox
Checkbox
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BOL

Identifies the Bill of Lading reference/ID that was entered on the corresponding Transfer transaction. If no value was entered by the user, this field is populated with the Transaction ID of the corresponding Transfer when the record is saved.  This is not required and can be edited on the record view.  This field is always editable while the transaction is in a status of New.

Database Field: ERPx_IMTransactionHeader.BOL

Corrected From


Database Field: ERPx_IMTransactionHeader.CorrectedFromTransactionHeaderSK

Created 

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Created
Created
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Database Field: ERPx_IMTransactionHeader.CreatedDate

Created By

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Created By
Created By
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Database Field: ERPx_IMTransactionHeader.CreatedBy

GL Date

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GL Date
GL Date
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Database Field: ERPx_IMTransactionHeader.GLDate

Reference

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Reference
Reference
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Database Field: ERPx_IMTransactionHeader.Reference

Site

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Def - Site
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Database Fields: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.SiteSK

Status


Database Field: ERPx_IMTransactionStatus.TransactionStatusName, ERPx_IMTransactionHeader.TransactionStatusSK

To Site


Database Field: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.ToSiteSK

Transaction Class


Database Field: ERPX_IMTransactionClass.TransactionClassID, ERPx_IMTransactionHeader.TransactionClassSK

Trans Type


Database Field: ERPx_IMTransactionType.TransactionTypeDescription, ERPx_IMTransactionHeader.TransactionTypeSK

Transaction


Database Field: ERPx_IMTransactionHeader.TransactionID

Transaction Date


Database Field: ERPx_IMTransactionHeader.TransactionDate

Via Site


Database Field: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.ViaSiteSK

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