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

...

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. Item Class Item Class If Item Class Item Class all Item ClassesInq - Site 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

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 -

Site
	Inq -

Site
nopanel	true

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

It defaults as blank.

Insert excerpt

	Def -

Site
	Def -

Site
nopanel	true

The lookup contains a list of

all 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.Search

Transaction Classes.

Transaction 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 -

Search

Transaction Type
	Inq -

Search

Transaction Type
nopanel	true

This is a

text box

multi-select standard lookup 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.Site

to all Transaction Types selected.

Insert excerpt

	Def - Transaction Types
	Def - Transaction Types
nopanel	true

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

Saved Filters

Insert excerpt

Inq - Site

Grid Options for Kendo - Global
	Grid Options for Kendo - Global
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 cost group attached to the item. This can be edited from the 'Cost Group' property on the 'Properties' tab of the Item Record View.

Database Field: ERPx_IMCostGroup.CostGroupID

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

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	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
Insert excerpt
Def - Cost Group	Def - Cost Group
nopanel	true
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
Insert excerpt
Item Attribute Class	Item Attribute Class
nopanel	true
Insert excerpt
Def - Attribute Class	→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

This field is not editable Item ID Item ID FieldIMItemItemIDIMTransactionDetailItemSKItem: DescriptionItem ID & Item Description 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 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 - SiteDef - SiteMFSiteSiteIDIMLotBalance.SiteSK

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_IMTransactionDetail.EffectOnInventoryUnits, 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.Reference

Site

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 saved.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

Database Fields: ERPx_MFAttributeClassMFSite.ClassDescription, ERPX_IMItem.AttributeClassSK, SiteID, ERPx_IMTransactionDetailIMTransactionHeader.ItemSKSiteSK

Item ID

Insert excerpt

Item ID

nopanel

true

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 ID & Item Description

Status
	Status
nopanel	true

This can be

GL Date

Quantity

Reference

Site

Insert excerpt

Site ID

nopanel

true

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

	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 - 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_

Site Name

Status

IMTransactionHeader.TransactionStatusSK

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

Displays the unit quantity or weight quantity of the item in the default reporting UOM. This can be edited from the 'Default Reporting UOM' property on the 'Properties' tab of the Item Record View.

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

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