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

...

The 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

If defaults to blank.

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

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

The lookup contains a list of all active Sites.

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

The lookup contains a list of all Transaction Classes.

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

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

→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.

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 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 - Search
	Inq - Search
nopanel	true

This is a text box that is not required to return results.

ItemIt 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

Insert excerpt

	Inq -

Item

Site
	Inq -

Item

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 IDSite
	Def - Item IDSite
nopanel	true

The lookup contains a list of all Items in the Items master fileall active Sites.

Item Transaction Class

Insert excerpt

	Inq -

Transaction Class
	Inq -

Transaction Class
nopanel	true

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

It defaults to all Transaction Classes selected.

Insert excerpt

	Def -

Transaction Class - General
	Def -

Transaction Class - General
nopanel	true

The lookup contains a list of all

Transaction Classes.

Lot OwnerTransaction Date

Insert excerpt

	Inq - Transaction Date
	Inq - Transaction Date
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

Insert excerpt

	Inq -

Lot Owner

Transaction Type
	Inq -

Lot Owner

Transaction Type
nopanel	true

This

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

Lot Owners

Transaction Types selected.

Insert excerpt

	Def -

Lot - Owner

Transaction Types
	Def -

Lot - Owner

Transaction Types
nopanel	true

The lookup contains a list of all

Lot Owners

Transaction Types configured for the Company.

Search

Saved Filters

Insert excerpt

Inq - Search

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

Site

Insert excerpt

Inq - Site

nopanel

true

Insert excerpt

Def - Site

nopanel

true

Transaction Class

Insert excerpt

Inq - Transaction Class

nopanel

true

Insert excerpt

Def - Transaction Class - General

nopanel

true

Transaction Date

Insert excerpt

Inq - Transaction Date

nopanel

true

Transaction Type

Insert excerpt

Inq - Transaction Type

nopanel

true

Insert excerpt

Def - Transaction Types

nopanel

true

Saved Filters

Insert excerpt

Grid Options for Kendo - Global

nopanel

true

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 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

Toolbar Icons	Description
Excel
Insert excerpt
Excel - LV	Excel - LV
nopanel	true
Favorites
Insert excerpt
Favorites Add/Remove - Global	Favorites Add/Remove - Global
nopanel	true
Grid Layout
Insert excerpt
Grid Layout for Kendo - Global	Grid Layout for Kendo - Global
nopanel	true
Help
Insert excerpt
Help - Global	Help - Global
nopanel	true
Refresh
Insert excerpt
Refresh - Global	Refresh - Global
nopanel	true
View	Opens the Shipment Details Record View, which displays shipment details for the selected transaction.
Fields	Description
BOL	→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

FieldIMTransactionHeader.BOL for a Transfer transactions while the transaction is in a Status of New.

Database Field: ERPx_IMTransactionHeader.TransactionDate

Item Attribute ClassItem Attribute ClassItem Attribute Class selected Properties Item Record View Attribute Class Attribute Class

Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPX_IMItem.AttributeClassSK, ERPx_IMTransactionDetail.ItemSK

Item IDItem ID This field is not editable. Item ID Item ID

Database Fields: ERPx_IMItem.ItemID, ERPx_IMTransactionDetail.ItemSK

This can be edited from the 'Item Description' property on the 'Properties' tab of the Item Record View.
Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPx_IMTransactionDetail.ItemSK This can be edited from the 'GL Date' field on the 'Properties' tab of the Transaction Record View while the transaction is in a Status of New.

Database Field: ERPx_IMTransactionHeader.GLDate

This can be edited from the 'Reference' field of the 'Home' tab of the Transaction Record View while the transaction is in a Status of New.

Database Field: ERPx_IMTransactionHeader.Reference

Displays the Site ID at which the transaction affects the item's balance. This comes from the 'Site' field on the 'Home' tab of the Transaction Record View. This is not editable after the transaction has been savedDisplays the Site Name at which the transaction affects the item's balance. This Def - Status - Open Open transactions are transactions in a status of New or Approved. Status - Posted Status - Posted Posted transactions are transactions in a status of Ready to Post or Posted.trueDef - Status - VoidDatabase FieldsIMTransactionStatus.TransactionStatusName, ERPx_IMTransactionHeader.TransactionStatusSK Units Units field Inventory Unit record view.
DefaultIMUnitUOMSKUnitsUnits On HandUnits On Hand 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. is a calculated field and not stored in the database.

Toolbar Icons

Description

Excel

Insert excerpt

	Excel - LV
	Excel - LV
nopanel	true

Favorites

Insert excerpt

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

Grid Layout

Insert excerpt

	Grid Layout for Kendo - Global
	Grid Layout 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.

Help

Insert excerpt

	Help - Global
	Help - Global
nopanel	true

Refresh

Insert excerpt

	Refresh - Global
	Refresh - Global
nopanel	true

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 while the transaction is in a Status of New.

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 while the transaction is in a Status of New. This can be edited from the 'Transferred On' field on the 'Home' tab of the Transaction Record View for a Transfer transactions while the transaction is in a Status of New.

Database Field: ERPx_IMTransactionHeader.TransactionDate

Item Attribute Class

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 - Attribute Class
	Def - Attribute Class
nopanel	true

Database Fields: ERPx_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 Fields: ERPx_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 Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPx_IMTransactionDetail.ItemSK

GL Date

Insert excerpt

	GL Date
	GL Date
nopanel	true

This can be edited from the 'GL Date' field on the 'Properties' tab of the Transaction Record View while the transaction is in a Status of New.

Database Field: ERPx_IMTransactionHeader.GLDate

Quantity

Displays the unit quantity or weight quantity of the item in the default reporting UOM. This can be edited from the 'Units' field or 'Weight' field of a line item on the Items grid of the Transaction Record View while the transaction is in a Status of New.

Database

Fields: ERPx_

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

IMTransactionDetail.EffectOnInventoryUnits or ERPx_IMTransactionDetail.EffectOnInventoryWeight

Reference

Insert excerpt

	Reference
	Reference
nopanel	true

This can be edited from the 'Reference' field of the 'Home' tab of the Transaction Record View while the transaction is in a Status of New.

Database Field: ERPx_

IMTransactionHeader

IMTransactionHeader.

CorrectedFromTransactionHeaderSK

Reference

Cost Group

Displays the cost group attached to the item. This can be edited from the 'Cost Group' property on the 'PropertiesSite

Displays the Site ID at which the transaction affects the item's balance. This comes from the 'Site' field on the 'Home' tab of the Item Transaction Record View. This is not editable after the transaction has been saved.

Insert excerpt

	Def -

Cost Group

Site
	Def -

Cost Group

Site
nopanel	true

Database

Field

Fields: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 while the transaction is in a Status of New. This can be edited from the 'Transferred OnMFSite.SiteID, ERPx_IMTransactionHeader.SiteSK

Site Name

Displays the Site Name at which the transaction affects the item's balance. This comes from the 'Site' field on the 'Home' tab of the Transaction Record View

. This is not editable after the transaction has been saved.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

Database Fields: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.SiteSK

Status

Insert excerpt

Item Attribute Class

Status
	Status
nopanel	true

This can be edited from the '

Status'

field 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'.

Insert excerpt

	Def -

Status
	Def -

Status
nopanel	true

The Statuses that apply to transactions in this inquiry include:

Insert excerpt

Item ID

Def - Status - Open
	Def - Status - Open
nopanel	true

Open transactions are transactions in a status of New or Approved.

Insert excerpt

	Def -

Status - Posted
	Def -

nopanel

true

Item: Description

Insert excerpt

Item ID & Item Description

nopanel

true

GL Date

Insert excerpt

GL Date

nopanel

true

Quantity

Displays the unit quantity or weight quantity of the item in the default reporting UOM. This can be edited from the 'Units' field or 'Weight' field of a line item on the Items grid of the Transaction Record View while the transaction is in a Status of New.

Database Fields: ERPx_IMTransactionDetail.EffectOnInventoryUnits, ERPx_IMTransactionDetail.EffectOnInventoryWeight

Reference

Insert excerpt

Reference

nopanel

true

Site

Status - Posted
nopanel	true

Posted transactions are transactions in a status of Ready to Post or Posted.

Insert excerpt

	Def - Status - Deleted
	Def - Status - Deleted
nopanel	true

Insert excerpt

	Def - Status - Void
	Def - Status - Void
nopanel	true

Database Fields: ERPx_IMTransactionStatus.TransactionStatusName, ERPx_IMTransactionHeader.TransactionStatusSK

Transaction

Insert excerpt

	Transaction ID
	Transaction ID
nopanel	true

Clicking on the link opens the Transaction Record View for the associated record. This value is system generated when the transaction is created and is not editable.

Insert excerpt

	Def -

Site

Transaction ID
	Def -

Site

Transaction ID
nopanel	true

Database FieldsField: ERPx_MFSite.SiteID, ERPx_IMTransactionHeader.SiteSK

Site Name

IMTransactionHeader.TransactionID

Transaction Class

Insert excerpt

	Transaction Class
	Transaction Class
nopanel	true

This comes from the '

Site

Transaction Class'

field

property on the '

Home

Properties' tab of the Transaction Class Record View for the associated transaction. This is not editable after the

transaction

Transaction Class has been saved.

Insert excerpt

	Def -

Site

Transaction Class - General
	Def - Transaction Class -

Site

General
nopanel	true

Database

Fields

Field:

ERPx

ERPX_

MFSite

IMTransactionClass.

SiteName

TransactionClassID,

ERPx_IMTransactionHeader.

SiteSK

TransactionClassSK

StatusTransaction Type

Insert excerpt

Status

	Transaction Type

Status

	Transaction Type
nopanel	true

This can be edited comes from the 'StatusTransaction Type' field property on the 'HomeProperties' tab of the Adjustment, Production, Receipt and Transfer Transaction Class Record View and represents the status of the for the associated transaction. This is always not editable while the transaction is in a Status of 'New' or 'Approved'after the Transaction Class has been saved.

Insert excerpt

	Def -

Status

Transaction Types
	Def -

Status

Transaction Types
nopanel	true

The Statuses that apply to transactions in this inquiry include:

The SO Shipment transaction type only displays when the corresponding invoice is posted.

Database Field: ERPx_IMTransactionType.TransactionTypeDescription, ERPx_IMTransactionHeader.TransactionTypeSK

Units UOM

Insert excerpt

Def - Status - Open

UOM - Default IM Units
	UOM - Default IM 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

Insert excerpt

Def - Status - Deleted

nopanel

Database Field: ERPX_IMItem.DefaultIMUnitUOMSK

Units

Insert excerpt

Def - Status - Void

Units - On Hand
	Units - On Hand
nopanel	true

This can be edited from the 'Units' field of the line item in the Items grid on the Transaction Record View while the transaction is in a Status of New.

Database Field: ERPx_

Transaction

Transaction Class

Transaction Type

Units

IMTransactionDetail.EffectOnInventoryUnits

UOM

Insert excerpt

	UOM -

Default Reporting
	UOM -

Default Reporting
nopanel	true

This

can be edited from the '

Default Reporting UOM' property on the 'Properties' tab of the Item

Insert excerpt

Def - UOM

nopanel

true

Record View.

Database Field: ERPX_IMItem.

DefaultReportingUOMSK

UOM Schedule

Insert excerpt

	UOM -

Schedule

	UOM -

Schedule
nopanel	true

This

UOM

Displays the unit quantity or weight quantity of the item in the default reporting UOM. This can be edited

field comes from the '

Default Reporting

UOM Schedule' property on the 'Properties' tab of the Item Record View

.

UOM Schedule

Void Date

and is not editable.

Database Fields: ERPX_IMItem.UOMScheduleSK, ERPx_IMTransactionDetail.ItemSK

Void Date

Displays the date the transaction was voided.

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 4	New Version 5
Changes made by	Janice Dannenberg (Unlicensed)	Janice Dannenberg (Unlicensed)
Saved on	Aug 20, 2020	Aug 21, 2020

Versions Compared

Key

Page Header

Filters

Page Header

Filters

Header Toolbar

Header Toolbar

Page Comparison

Versions Compared

Key

Page Header

Filters

Page Header

Filters

Header Toolbar

Header Toolbar