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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 adjust the amount of items in inventory.
  • Production: A transaction to record productions or production issues of inventory items.
  • Receipt: A transaction to record the receipt of inventory purchased and received.
  • Transfer: A transaction to record the transfer of inventory items from one site to another.
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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Site
Site
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Def - Site
Def - Site
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Database Fields: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.SiteSK

Status

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Status
Status
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 This is required and can be edited from the 'Status' on the 'Home' tab of the Adjustment, Production, Receipt and Transfer 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
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 The Statuses that apply to transactions in this List View include:

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Def - Status - New
Def - Status - New
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Def - Status - Approved
Def - Status - Approved
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Def - Status - Ready to Post
Def - Status - Ready to Post
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Database Field: ERPx_IMTransactionStatus.TransactionStatusName, ERPx_IMTransactionHeader.TransactionStatusSK

To Site



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Def - Site
Def - Site
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Database Field: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.ToSiteSK

Transaction Class

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Transaction Class
Transaction Class
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Database Field: ERPX_IMTransactionClass.TransactionClassID, ERPx_IMTransactionHeader.TransactionClassSK

Trans Type

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Transaction Type
Transaction Type
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Def - Transaction Types
Def - Transaction Types
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Database Field: ERPx_IMTransactionType.TransactionTypeDescription, ERPx_IMTransactionHeader.TransactionTypeSK

Transaction

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Transaction ID
Transaction ID
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Def - Transaction ID
Def - Transaction ID
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Database Field: ERPx_IMTransactionHeader.TransactionID

Transaction Date

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Doc Date
Doc Date
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Database Field: ERPx_IMTransactionHeader.TransactionDate

Via Site



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Def - Site
Def - Site
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Database Field: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.ViaSiteSK

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