The purpose of this inquiry is to display each transaction that affects the inventory balance of an item.

This list view also contains columns for each Attribute that is set up for the 'Items' attribute type. Because these are user defined, they are not included in the default view but can be added a saved layout. Item attributes are not included in the help documentation.

Software Version: 2020.xx.xx and newer

Table of Contents

type	flat

Page Header

Filters

...

sThe purpose of this inquiry is to display each transaction that affects the inventory balance of an item. From the inquiry, users may also click the transaction number hyperlink to open the corresponding inventory transaction Record View.

This list view also contains columns for each Attribute that is set up for the 'Items' attribute type. Because these are user defined, they are not included in the default view but can be added a saved layout. Item attributes are not included in the help documentation.

Software Version: 2020.xx.xx and newer

Table of Contents

type	flat

Page Header

Filters

not If blank.

This lookup contains the values in the ?????????????? Enumeration Class.

The lookup contains a list of all Items in the Items master file.

Item Classand can be used to search Item ID, Item Description, Site ID, Site Name, Warehouse Lot, Production Batch, Owner or Attribute Values. Please refer to the How to Search in NorthScope FAQ for advanced search options.Inq - Transaction Class This is a multi-select standard lookup that is required to return results. It defaults to all Transaction Classes selected.

Filter Items

Description

Include

Used to specify the type of transactions to include. This is a multi-select standard lookup that is not required to return results. If defaults to blank.

This lookup contains the values in the ?????????????? Enumeration Class.

Item

Insert excerpt

	Inq - Item
	Inq - Item
nopanel	true

This is a multi-select standard lookup that is required to return results. If defaults as blank.

Insert excerpt

	Def - Item ID
	Def - Item ID
nopanel	true

The lookup contains a list of all Items in the Items master file.

Item Class

Insert excerpt

	Inq - Item Class
	Inq - Item Class
nopanel	true

This is a multi-select standard lookup that is required to return results. If defaults as blank.

Insert excerpt

	Def - Item Class
	Def - Item Class
nopanel	true

The lookup contains a list of all Item Classes.

Lot Owner

Insert excerpt

	Inq - Lot Owner
	Inq - Lot Owner
nopanel	true

This is a multi-select standard lookup that is

required to return results.

It defaults to

Item

all Lot Owners.

Insert excerpt

	Def - Lot - Owner
	Def - Lot - Owner
nopanel	true

The lookup contains a list of all Lot Owners.

Search

Insert excerpt

	Inq -

Item

Search
	Inq -

Item

Search
nopanel	true

This is a multi-select standard lookup text box that is not required to return results. If It defaults as blank .

Insert excerpt

Def - Item ID

nopanel

true

Site

Insert excerpt

	Inq -

Item Class

Site
	Inq -

Item Class

Site
nopanel	true

This is a multi-select standard lookup that is required to return results. If It defaults as blank.

Insert excerpt

	Def - Item ClassSite
	Def - Item ClassSite
nopanel	true

The lookup contains a list of all Item Classesall active Sites.

Lot OwnerTransaction Class

Insert excerpt

	Inq -

Lot Owner

Transaction Class
	Inq -

Lot Owner

Transaction Class
nopanel	true

This

This is a multi-select standard lookup that is required to return results. It defaults to all

Lot Owners

Transaction Classes selected.

Insert excerpt

	Def -

Lot

Transaction Class -

Owner

General
	Def -

Lot

Transaction Class -

Owner

General
nopanel	true

The lookup contains a list of all

Lot Owners

Transaction Classes.

SearchTransaction Date

Insert excerpt

	Inq -

Search

Transaction Date
	Inq -

Search

Transaction Date
nopanel	true

This is

a text box that is not

a date picker that allows users to select a single date or a range of dates. This is required to return results

. It

and defaults as blank

and can be used to search Item ID, Item Description, Site ID, Site Name, Warehouse Lot, Production Batch, Owner or Attribute Values. Please refer to the How to Search in NorthScope FAQ for advanced search options.Site

.

Transaction Type

Insert excerpt

	Inq -

Site

Transaction Type
	Inq -

Site

Transaction Type
nopanel	true

This is a multi-select standard lookup that is required to return results. It defaults

as blank

to all Transaction Types selected.

Insert excerpt

	Def -

Site

Transaction Types
	Def -

Site

Transaction Types
nopanel	true

The lookup contains a list

of all active Sites.Transaction Class

of all Transaction Types configured for the Company.

Saved Filters

Insert excerpt

Inq - Transaction Class

Grid Options for Kendo - Global
	Grid Options for Kendo - Global
nopanel	true

→Tom, this is the excerpt I created as a placeholder that we can update and also add a link to another page as you suggested.

Header Toolbar

Toolbar Icons

Description

Excel

Def - Transaction Class - General

Insert excerpt

	Excel - LV

Def - Transaction Class - General

Excel - LV
nopanel	true

Favorites

Insert excerpt

	Favorites Add/Remove - Global
	Favorites Add/Remove - Global
nopanel	true

The lookup contains a list of all Transaction Classes.

Transaction DateGrid LayoutInq - Transaction Date

Insert excerpt

Inq - Transaction Date

Grid Layout for Kendo - Global
	Grid Layout for Kendo - Global
nopanel	true

This is a date picker that allows users to select a single date or a range of dates. This is required to return results and defaults as blank.
Transaction Type →Tom, this is the excerpt I created as a placeholder that we can update and also add a link to another page as you suggested. Help

Insert excerpt

Inq

	Help -

Transaction Type

Global

Inq

	Help -

Transaction Type

Global
nopanel	true

This is a multi-select standard lookup that is required to return results. It defaults to all Transaction Types selected.Refresh

Insert excerpt

Def

	Refresh -

Transaction Types

Global

Def

	Refresh -

Transaction Types

Global
nopanel	true

The lookup contains a list of all Transaction Types configured for the Company.

Saved Filters Insert excerptGrid Options for Kendo - GlobalGrid Options for Kendo - Globalnopaneltrue →Tom, this is the excerpt I created as a placeholder that we can update and also add a link to another page as you suggested.

Header Toolbar

→Tom, this is the excerpt I created as a placeholder that we can update and also add a link to another page as you suggested. Displays the cost group attached to the item. This can be edited from the 'Cost Group' property on the 'Properties' not any historical descriptions.
This comes from from the 'Site' field on the 'Home' tab of the Inventory transaction or the 'Default Site' field on the 'Home' tab of the Sales Order transaction. This is not editable after the transaction has been Saved.Site Name

Toolbar Icons

Description

Excel

Insert excerpt

Excel - LV

nopanel

true

Favorites

Insert excerpt

Favorites Add/Remove - Global

nopanel

true

Grid Layout

Insert excerpt

Grid Layout for Kendo - Global

nopanel

true

Help

Insert excerpt

Help - Global

nopanel

true

Refresh

Insert excerpt

Refresh - Global

nopanel

true

View

Opens the Shipment Details Record View, which displays shipment details for the selected transaction.

Fields

Description

BOL

Corrected From

Cost Group

View

Opens the Shipment Details Record View, which displays shipment details for the selected transaction.

Fields

Description

BOL

Displays the BOL ID entered on the transaction. This field is specific to the Transfer transaction. This can be edited from the 'BOL' field on the 'Home' tab of the Transfer Transaction Record View.

Database Field: ERPx_IMTransactionHeader.BOL

Corrected From

Displays the Transaction ID of the source transaction that was corrected. This field only displays a value when the transaction was corrected. This is not editable.

Database Field: ERPx_IMTransactionHeader.CorrectedFromTransactionHeaderSK

Cost Group

Displays the cost group attached to the item. This can be edited from the 'Cost Group' property on the 'Properties' tab of the Item Record View.

Insert excerpt

	Def - Cost Group
	Def - Cost Group
nopanel	true

Database Field: ERPx_IMCostGroup.CostGroupID

Date

Displays the date of the inventory transaction. This can be edited from the 'Date' field on the 'Home' tab of the Transaction Record View for Adjustment, Production and Receipt transactions. This can be edited from the 'Transferred On' field on the 'Home' tab of the Transaction Record View for a Transfer transactions.

Database Field: ERPx_IMTransactionHeader.TransactionDate

Item Attribute Class

Displays the date on which the Production Patch was produced. This can be edited from the 'Batch Date' field on the Properties tab of the Production Batch record view. When the 'Summarize By' inquiry parameter is set to "Item", "Item and Owner", "Item and Warehouse Lot" or "Item, Owner and Warehouse Lot", this field will be displayed as "**Not Included".

Insert excerpt

	Item Attribute Class
	Item Attribute Class
nopanel	true

This can be edited from the 'Item Attribute Class' selected on the Properties tab of the Item Record View.

Insert excerpt

	Def -

Cost Group

Attribute Class
	Def -

Cost Group

Attribute Class
nopanel	true

Database

Field

Fields:ERPx_

IMCostGroup.CostGroupID

Date

MFAttributeClass.ClassDescription, ERPX_IMItem.AttributeClassSK, ERPx_IMTransactionDetail.ItemSK

Item ID

Insert excerpt

	Item ID
	Item ID
nopanel	true

This field is not editable.

Insert excerpt

	Def - Item ID
	Def - Item ID
nopanel	true

Database Field: ERPx_

IMProductionLot.DateProduced

Item Attribute Class

Item ID

IMItem.ItemID, ERPx_IMTransactionDetail.ItemSK

Item: Description

Insert excerpt

	Item ID & Item Description
	Item ID & Item Description
nopanel	true

This can be edited from the 'Item Description' property on the 'Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.ItemDescription

To avoid duplicate rows where only the item description is different, this field will always display an item’s current description, and

GL Date

Quantity

Reference

Site

Insert excerpt

Site ID

nopanel

true

not any historical descriptions.

GL Date

Quantity

Reference

Site

Insert excerpt

Def -

	Site ID

Def -

	Site ID
nopanel	true

Database Fields: ERPx_MFSite.SiteID, ERPx_IMLotBalance.SiteSK

Standard Cost

Displays the Standard Cost, which is the sum of Standard Base Cost and Standard Layer Costs, assigned to the lot. This can be edited using the Mass Update dialog box on the Update Costs List View or the 'Update Costs From BOM' toolbar icon on the Update Costs List View

This comes from from the 'Site' field on the 'Home' tab of the Inventory transaction or the 'Default Site' field on the 'Home' tab of the Sales Order transaction. This is not editable after the transaction has been Saved.

Insert excerpt

	Def -

Cost - Standard

Site
	Def -

Cost - Standard

Site
nopanel	true

Database

Field

Fields:ERPx_

IMLotCostHistory.StandardCost

MFSite.SiteID, ERPx_IMLotBalance.SiteSK

Site Name

Status

Transaction

Transaction Class

Transaction Type

Units UOM

Insert excerpt

	UOM - Units
	UOM - Units
nopanel	true

This field can be edited from the 'Inventory Unit UOM' property on the 'Properties' tab of the Item record view.

Insert excerpt

	Def - UOM
	Def - UOM
nopanel	true

Database Field: ERPX_IMItem.DefaultIMUnitUOMSK

Units

Insert excerpt

	Units - On Hand
	Units - On Hand
nopanel	true

This can be updated when units for an item on an inventory transaction has been Posted or units for an allocated item on a sales order has been Posted. This is a calculated field and not stored in the database.

UOM

UOM Schedule

Void Date

Weight

Insert excerpt

	Weight - On Hand
	Weight - On Hand
nopanel	true

This can be updated when weight for an item on an inventory transaction has been Posted or weight for an allocated item on a sales order has been Posted. This is a calculated field and not stored in the database.

Weight UOM

Insert excerpt

	UOM - Weight
	UOM - Weight
nopanel	true

This field can be edited from the 'Inventory Weight UOM' property on the 'Properties' tab of the Item record view.

Insert excerpt

	Def - UOM
	Def - UOM
nopanel	true

Database Field: ERPx_IMLotBalance.WeightUOMSK

...

Version	Old Version 2	New Version 3
Changes made by	Janice Dannenberg	Janice Dannenberg
Saved on	Aug 17, 2020	Aug 20, 2020

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