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Janice Dannenberg (Unlicensed)

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The Inventory Adjustment Transaction Record View allows users The Inventory Adjustment Transaction Record View allows users to record the receipt of inventory purchased and received. The transaction allows multiple items received into a single site to be recorded. Before the transaction is posted, it will updated the available lot balance of the item(s). Once the transaction is posted, it will update the on-hand lot balance of the item(s).

Software Version: 2020.xx.xx and newer

Table of Contents
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Toolbar IconsDescription
Delete

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Delete - RV Header
Delete - RV Header
nopaneltrue
 This toolbar icon is enabled when the transaction status is New. 

Help
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GL Date
GL Date
nopaneltrue
New
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New - RV Header
New - RV Header
nopaneltrue
 The drop-down displays all active Adjustment type transaction classes configured in the system.
Notes
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Notes - Global
Notes - Global
nopaneltrue
Print
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Print - RV Header
Print - RV Header
nopaneltrue
Process Correction 
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Process Correction - RV Header
Process Correction - RV Header
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Save
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Save - RV Header
Save - RV Header
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...

FieldsDescription
Corrected From

Displays the Transaction ID of the source transaction the correction is being made from. This is a text box that defaults to the source transaction. This field is not visible unless the transaction is the result of a correction. It is only required on transactions that are being corrected. This field is auto populated by the system and is not editable.

Insert excerpt
Def - Transaction ID
Def - Transaction ID
nopaneltrue

Database Fields: ERPx_IMTransactionHeader.TransactionID, ERPx_IMTransactionHeader.CorrectedFromTransactionHeaderSK

Date

Insert excerpt
Doc Date
Doc Date
nopaneltrue
This is a date picker that is required. If missing, the message "Transaction Date is required" will be displayed on Save. It defaults to the current date, formatted from the users 'Date Format' preference. This field is always editable while the transaction is in a Status of 'New'. 

Database Field: ERPx_IMTransactionHeader.TransactionDate

Reason CodePurchase Order

Reason Code

Insert excerpt
Reason Code
Purchase Order
Purchase Order
nopaneltrue
 This is a single-select standard lookup text box that is not required. It defaults as blank . This field and is always editable while the transaction is in a Status of 'New'. This value will auto populate the 'Reason Code' field in the grid section when actual balances have been entered.

The lookup contains the values configured for Adjustment reason codes in the Reason Codes Master File (Company > Setup > Reason Codes).

Database Field: ERPx_MFNoteTypeReasonCode.ReasonCode, ERPx_IMTransactionHeader.ReasonCodeSK.

Database Field: ERPx_IMTransactionHeader.???????????????????????????????????

Reference

Insert excerpt
Reference
Reference
nopaneltrue
This is a text box that is not required. It defaults as blank. If entered, this field must be <= 100 characters. If not, the message "...[TBD]..." will be displayed on Save. This field is always editable while the transaction is in a Status of 'New'. 

Database Field: ERPx_IMTransactionHeader.Reference

Site

Insert excerpt
Site
Site
nopaneltrue
This is a single-select standard lookup that is required. If missing, the message "Site is required." will be displayed on Save. This defaults as blank and is not editable after initial Save. 

Insert excerpt
Def - Site
Def - Site
nopaneltrue

The lookup contains a list of all the 'Active' Inventory Sites.

Database Fields: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.SiteSK

Status
Insert excerpt
Status
Status
nopaneltrue
 This is a single-select standard lookup that defaults as 'New' and is required. This is always editable while the transaction is in a Status of 'New' or 'Approved'.

Insert excerpt
Def - Status
Def - Status
nopaneltrue
 The Statuses that apply to transactions in this List View include:

Insert excerpt
Def - Status - New
Def - Status - New
nopaneltrue

Insert excerpt
Def - Status - Approved
Def - Status - Approved
nopaneltrue

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Def - Status - Ready to Post
Def - Status - Ready to Post
nopaneltrue

Database Fields: ERPx_IMTransactionStatus.TransactionStatusName, ERPx_IMTransactionHeader.TransactionStatusSK

Properties Tab

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Page Detail

Items Grid

Toolbar IconsDescriptionColumn Filter Show/Hide Insert excerptColumn Filter Show/Hide - GlobalColumn Filter Show/Hide - GlobalnopaneltrueDelete Insert excerptDelete - RV Grid 3.0Delete This is a single-select load on demand lookup that is required. It defaults from the 'Negative Available Balances' property in the 'Properties' tab of the associated Transaction Class Record View. This field is always editable while the transaction is in a Status of 'New'. If set to "Not Allowed" and the transaction would result in an inventory lot with a negative available balance, the message "Lot balances would be negative when set to Not Allowed" will be displayed on Save.

This lookup contains the values in the IMAllowNegativeAvailableBalances Enumeration Class.

(lightbulb) If Sales Order allocation preferences are set to either “Available Only” or “Available and On Hand” and a Sales order has been allocated prior to a user updating the Inventory “Negative Available Balances” property, it is possible to draw the lots negative.   

(lightbulb) A message will be displayed to the user if lot balances are negative and a new transaction is created which would impact those balances positively, however the overall balances would still be negative.  For example, if the lot balance is -10 Cases and an Adjustment transaction adds 5 Cases, the overall lot balance would still be negative. The following options are possible workarounds: 

  •  Change the Adjustment transaction's "Negative Available Balances" property to "Allowed"
  •  Change the Adjustment transaction to result in a zero or greater inventory balance.
  •  Use Cycle Count feature to change inventory balance to zero or greater.

Database Field: ERPx_IMTransactionHeader.NegativeBalancesEN

This is a non-editable text box that is not required.

Database Field: ERPx_IMTransactionHeader.VoidDate

 This is a non-editable text box that is not required.

Database Field: ERPx_IMTransactionHeader.VoidedBy

FieldsDescription
Auto-Create New Lots

Insert excerpt
Auto Create New Lots
Auto Create New Lots
nopaneltrue
This is a single-select load on demand lookup that is required. It defaults from the 'Auto-Create New Lots' property in the 'Properties' tab of the associated Transaction Class Record View. This field is always editable while the transaction is in a Status of 'New'. If set to "Not Allowed" and the transaction would result in the creation of a new inventory lot, the message "Lots would be created when Auto-Create Lots is Not Allowed" will be displayed on Save.

This lookup contains the values in the IMAutoCreateNewLots Enumeration Class.

Database Field: ERPx_IMTransactionHeader.AutoCreateLotsEN

Corrected From

Displays the Transaction ID of the source transaction that was corrected.  This is a non-editable text box that is not required. It is only displayed on the corrected transaction and is never editable.

Database Fields: ERPx_IMTransactionHeader.TransactionID, ERPx_IMTransactionHeader.CorrectedFromTransactionHeaderSK

Created ByIdentifies the Created Date & Time of the record. This is a system assigned value and is never editable by a user.  This is a non-editable text box that is required

Insert excerpt
Created By
Created By
nopaneltrue
This is a non-editable text box that is required.

Database Field: ERPx_IMTransactionHeader.CreatedBy

Created Date

text box that is required.

Database Field: ERPx_IMTransactionHeader.CreatedBy

Created Date

Identifies the Created Date & Time of the record. This is a system assigned value and is never editable by a user.  This is a non-editable text box that is required.

Database Field: ERPx_IMTransactionHeader.CreatedDate

GL Date

Insert excerpt
GL Date
GL Date
nopaneltrue
This is a date picker that is required. It defaults from the 'Date' field on the 'Home' tab and is always editable while the transaction is in a Status of 'New'. This field must be on or after the 'Date' field on the 'Home' tab of the Adjustment Record View. Else, the message "The GL date must occur on or after the Transaction Date" will be displayed on Save. Additionally, if the GL Date is not within an open Fiscal Period for Inventory, the message "The Fiscal Period is not open. The GL Date must be in a Fiscal Period that is open for Inventory." will be displayed on Save for statuses of 'Approved' or greater.

Database Field: ERPx_IMTransactionHeader.

CreatedDate

GLDate

GL Date
Last User

Insert excerpt
GL DateGL DateLast Updated By
Last Updated By
nopaneltrue
This is a date picker that is required. It defaults from the 'Date' field on the 'Home' tab and is always editable while the transaction is in a Status of 'New'. This field must be on or after the 'Date' field on the 'Home' tab of the Adjustment Record View. Else, the message "The GL date must occur on or after the Transaction Date" will be displayed on Save. Additionally, if the GL Date is not within an open Fiscal Period for Inventory, the message "The Fiscal Period is not open. The GL Date must be in a Fiscal Period that is open for Inventory." will be displayed on Save for statuses of 'Approved' or greater This is a non-editable text box that is required.

Database Field: ERPx_IMTransactionHeader.LastUser

Last Updated

Displays the date and time when the transaction was updated the most recently. This is a system assigned value and is never editable by a user.  This is a non-editable text box that is required.

Database Field: ERPx_IMTransactionHeader.GLDate

Last User

LastUpdated

Negative Available Balances

Insert excerpt
Last Updated ByLast Updated ByNegative Available Balances
Negative Available Balances
nopaneltrue
 This is a non-editable text box that is required.

Database Field: ERPx_IMTransactionHeader.LastUser

Last Updated

Displays the date and time when the transaction was updated the most recently. This is a system assigned value and is never editable by a user.  This is a non-editable text box that is required.

Database Field: ERPx_IMTransactionHeader.LastUpdated

Negative Available Balances
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Negative Available BalancesNegative Available Balances
nopaneltrue
Void Date
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Void DateVoid Date
nopaneltrue
Voided By
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Voided ByVoided By
nopaneltrue

Attributes Tab

...

This is a single-select load on demand lookup that is required. It defaults from the 'Negative Available Balances' property in the 'Properties' tab of the associated Transaction Class Record View. This field is always editable while the transaction is in a Status of 'New'. If set to "Not Allowed" and the transaction would result in an inventory lot with a negative available balance, the message "Lot balances would be negative when set to Not Allowed" will be displayed on Save.

This lookup contains the values in the IMAllowNegativeAvailableBalances Enumeration Class.

(lightbulb) If Sales Order allocation preferences are set to either “Available Only” or “Available and On Hand” and a Sales order has been allocated prior to a user updating the Inventory “Negative Available Balances” property, it is possible to draw the lots negative.   

(lightbulb) A message will be displayed to the user if lot balances are negative and a new transaction is created which would impact those balances positively, however the overall balances would still be negative.  For example, if the lot balance is -10 Cases and an Adjustment transaction adds 5 Cases, the overall lot balance would still be negative. The following options are possible workarounds: 

  •  Change the Adjustment transaction's "Negative Available Balances" property to "Allowed"
  •  Change the Adjustment transaction to result in a zero or greater inventory balance.
  •  Use Cycle Count feature to change inventory balance to zero or greater.

Database Field: ERPx_IMTransactionHeader.NegativeBalancesEN

Void Date

Insert excerpt
Void Date
Void Date
nopaneltrue
This is a non-editable text box that is not required.

Database Field: ERPx_IMTransactionHeader.VoidDate

Voided By

Insert excerpt
Voided By
Voided By
nopaneltrue
 This is a non-editable text box that is not required.

Database Field: ERPx_IMTransactionHeader.VoidedBy

Attributes Tab

FieldsDescription
Attributes

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Attribute - Attribute
Attribute - Attribute
nopaneltrue
 The Attributes displayed here are setup and assigned in the Attributes section of the Company module (Company → Setup → Attributes → Inventory). 

Available

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Attribute - Available
Attribute - Available
nopaneltrue
 This value is only editable from the 'Assign Attribute Rules' page (Company → Setup → Attributes → Inventory → Transactions hyperlink). 

Value

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Attribute - Value
Attribute - Value
nopaneltrue

Page Detail

Items Grid

Excel - RV Header Excel - RV Header Find LotsFind Lots - RV Grid 3.0Group By Show/Hide - GlobalMass UpdateMass Update GlobalMass Update Global
  • Production Batch Certifications
  • Production Batch Attributes
  • Production Batch Properties (Batch Class, Batch Date, Country of Origin, Expiration Date, Outside Purchase, Batch Date, Production Batch Site, Project, Quality Test Class, Status, and Traded)
  • Transaction (Warehouse Lot)

This toolbar icon is always enabled.

This toolbar icon is only enabled when the transaction status is New.  This is a single-select load on demand lookup that is required to save a line itemThe lookup contains a list of all active Items in the Items Master File.

(lightbulb) Selecting the Item will default the 'Inventory Units UOM' and 'Inventory Weight UOM' fields based on the Item properties, as specified on the Items Record View.

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

always while transaction is in a Status of 'New' Item ID Item ID

The lookup contains a list of all active Items in the Items Master File.

(lightbulb) Selecting the Item will default the 'Inventory Units UOM' and 'Inventory Weight UOM' fields based on the Item properties, as specified on the Items Record View.

 ERPx_IMItem.ItemID, IMItemItemDescriptionLot Tracked non-editable text box not This value Lot Tracked' field in the 'Properties' tab of the Item Record View. It displays as "Yes" if the line item is a lot tracked item. It displays as blank if the item is not a lot tracked item. This field is for informational use only and cannot be edited.   

Database Fields: ERPx_IMItem.TrackMethodEN, ERPx_IMTransactionDetail.ItemSK

Production Batch text box only a line item on a status if the item selected is Lot Tracked. It defaults as blank and is only editable if the selected item is Lot Tracked.trueIMProductionLotProductionLotIDItemSKOwner ItemOwner Item This is a single-select standard lookup that is required. It defaults from the 'Default Owner' preference on the Inventory Preferences page. This field is editable until a line item has been saved.

The lookup displays all 'Active' Lot Owners in the Lot Owners Master File.

Database Field: ERPx_IMTransactionDetail.

This is a single-select standard lookup that is required to save the transaction in a Status of 'Approved' or greater if the "Require Reason Codes for all Adjustment lines" property is set to "Yes" on the Inventory Preferences page. If missing and required, the message "Reason Codes are required for all Adjustment transaction lines" will be displayed when the Process Adjustment button is clicked. This field defaults from the 'Reason Code' field in the 'Home' tab of this Record View. This field is always editable while the transaction is in a Status of 'New'.

The lookup contains the following options:

  • Cycle Count
  • Dump And Destroy
  • Variable Item Correction

Database Fields: ERPx_MFNoteTypeReasonCode.ReasonCode, ERPx_IMTransactionDetail.ReasonCodeSK

Units - InventoryThis is a numeric text box that is sometimes required.This field is required and editable only if the item is managed by Units Only or Units or Weight. This field defaults to 0 and is editable while the transaction is in a Status of 'New'. This field can be both positive or negative. This field will display the number of decimals set for the selected item on the 'Unit Decimals' property on the 'Properties' tab of the Item Record View. If this field is editable, the following will be enforced:

  • For an item that is fixed weight and requires whole units:

    • When Units are entered: the value will be rounded up to the nearest integer then the weight will automatically be calculated based on the Units integer value.

  • For an item that is fixed weight and does not require whole units:

    • When Units are entered: the weight will automatically be calculated based on the Units value. The Units value does not have to be an integer.

  • For an item that is variable weight and requires whole units:

    • When Units go from empty to a value: the value will be rounded up to the nearest integer then the weight will automatically be calculated based on the Units integer value.

    • When Units go from one value to another: the value will be rounded up to the nearest integer but the weight will NOT be recalculated.

Database Field: ERPx_IMTransactionDetail.

UOM - Units. If enabled, this field will be editable while the transaction is in a Status of 'New'.

This lookup contains all 'Active' Unit UOMs on the selected Item's UOM Schedule.

Toolbar IconsDescription
Column Filter Show/Hide
Insert excerpt
Column Filter Show/Hide - Global
Column Filter Show/Hide - Global
nopaneltrue
Delete

Insert excerpt
Delete - RV Grid 3.0
Delete - RV Grid 3.0
nopaneltrue
 This toolbar icon is only enabled when the transaction is in a Status of 'New'. 

Excel
Insert excerpt
Excel - RV Header 3.0
Excel - RV Header 3.0
nopaneltrue
Find Lots
Insert excerpt
Find Lots - RV Grid 3.0
Find Lots - RV Grid 3.0
nopaneltrue
Group By Show/Hide
Insert excerpt
Group By Show/Hide - Global
Group By Show/Hide - Global
nopaneltrue
Mass Update

Insert excerpt
Mass Update - Global 3.0
Mass Update - Global 3.0
nopaneltrue

  • Production Batch Certifications
  • Production Batch Attributes
  • Production Batch Properties (Batch Class, Batch Date, Country of Origin, Expiration Date, Outside Purchase, Batch Date, Production Batch Site, Project, Quality Test Class, Status, and Traded)
  • Transaction (Warehouse Lot)

This toolbar icon is always enabled.

New

Insert excerpt
New - Blank Row - RV Grid 3.0
New - Blank Row - RV Grid 3.0
nopaneltrue
 This This toolbar icon is only enabled when the transaction status is in a Status of ' New'. 

Excel
Quick Filter
Insert excerpt
Quick Filter
Quick Filter
nopaneltrue
Saved Column Layouts
Insert excerpt
Column Layouts for Framework 3.0
- Global
Column Layouts for Framework 3.0 - Global
nopaneltrue
View
Insert excerpt
Find Lots - RV Grid 3.0
View - RV Grid
View - RV Grid
nopaneltrue
FieldsDescription
Checkbox
Insert excerpt
Checkbox
Checkbox
nopaneltrue
Group By Show/Hide
Item: Description

Insert excerpt

Group By Show/Hide - Global

Item ID & Item Description
Item ID & Item Description
nopaneltrue

This is a single-select load on demand lookup that is required to save a line item. It defaults as blank and is always editable while the transaction is in a Status of 'New'.

Insert excerpt

Def -

Item ID

Def -

Checkbox
Insert excerpt
CheckboxCheckbox
nopaneltrue
Item: Description

Item ID
nopaneltrue

New
Insert excerpt
New - multi blank rows - RV GridNew - multi blank rows - RV Grid
nopaneltrue
Quick Filter
Insert excerpt
Quick FilterQuick Filter
nopaneltrue
Saved Column Layouts
Insert excerpt
Column Layouts for Framework 3.0 - GlobalColumn Layouts for Framework 3.0 - Global
nopaneltrue
View
Insert excerpt
View - RV GridView - RV Grid
nopaneltrue
FieldsDescription

Insert excerpt
Item ID & Item DescriptionItem ID & Item Description
nopaneltrue
Lot Tracked

Insert excerpt
Lot Tracked
Lot Tracked
nopaneltrue
This is a non-editable text box that is not required. This value defaults from the 'Lot Tracked' field in the 'Properties' tab of the Item Record View. It displays as "Yes" if the line item is a lot tracked item. It displays as blank if the item is not a lot tracked item. This field is for informational use only and cannot be edited.   

Database Fields: ERPx_IMItem.TrackMethodEN, ERPx_IMTransactionDetail.ItemSK

Production Batch

Insert excerpt
Production Batch
Production Batch
nopaneltrue
This is a text box that is only required to save a line item on a transaction in 'Approved' or greater status if the item selected is Lot Tracked. It defaults as blank and is

only editable

if the

selected item is Lot Tracked.

Insert excerpt
Def -

Production Batch
Def -

Production Batch
nopaneltrue

Database Fields:

ERPx_

IMProductionLot.

ProductionLotID, ERPx_IMTransactionDetail.ItemSK

Lot TrackedOwner

Insert excerpt

Lot Tracked

Owner - Item
Owner - Item
nopaneltrue
This is a

single-select standard lookup that is

required.

It defaults from the '

Production Batch
Insert excerpt
Production Batch

Default Owner' preference on the Inventory Preferences page. This field is editable until a line item has been saved.

Insert excerpt
Def - Owner
Def - Owner
nopaneltrue

The lookup displays all 'Active' Lot Owners in the Lot Owners Master File.

Database Field: ERPx_IMTransactionDetail.

Reason Code

Insert excerpt
Reason Code
Reason Code
nopaneltrue
This is a

single-select standard lookup that is

required to save

the transaction in a Status of 'Approved' or greater

Insert excerpt
Def - Production BatchDef - Production Batchnopanel

if the "Require Reason Codes for all Adjustment lines" property is set to "Yes" on the Inventory Preferences page. If missing and required, the message "Reason Codes are required for all Adjustment transaction lines" will be displayed when the Process Adjustment button is clicked. This field defaults from the 'Reason Code' field in the 'Home' tab of this Record View. This field is always editable while the transaction is in a Status of 'New'.

The lookup contains the following options:

  • Cycle Count
  • Dump And Destroy
  • Variable Item Correction

Database Fields: ERPx_

MFNoteTypeReasonCode.

ReasonCode, ERPx_IMTransactionDetail.

ReasonCodeSK

OwnerUnits

Insert excerpt

Units -

Inventory

Units -

Inventory
nopaneltrue

Insert excerpt
Def - OwnerDef - Owner
nopaneltrue
Reason Code
Insert excerpt
Reason CodeReason Code
nopaneltrue
Units

Insert excerpt
Units - Inventory
Unit UOM

Insert excerpt
UOM - Units
UOM - Units
nopaneltrue
This is a numeric text box single-select standard lookup that is required . This field defaults to 0 and is always editable while the transaction is in to save a line item on transactions with a Status of 'NewApproved' or greater. This field is editable only will be disabled if the item is managed by Units Weight Only or Units or Weight. Unlike other inventory transactions, Adjustment transactions treat all items as variable weight and require whole units property is not enforced. Adjustment transactions also allow users to set units as positive and weight as negative and vice versa. Units can be entered with 5 decimals regardless of the 'Units Decimals' property configured in . If enabled, it will default from the 'Default Inventory Unit UOM' property on the 'Properties' tab of the Item Record View for the selected Item on the Item Record View. To maintain consistency, units that are saved using a different UOM than the 'Default Inventory Unit UOM' will be converted and stored in the default Inventory Unit UOM.

Database Field: ERPx_IMTransactionDetail.

Unit UOM

Insert excerpt
UOM - Units
Insert excerpt
Def - UOM
Def - UOM
nopaneltrue

Database Field: ERPx_IMTransactionDetail.

Warehouse Lot

Insert excerpt
Warehouse Lot
Warehouse Lot
nopaneltrue
 This is a single-select standard lookup that is required to save a line item on transactions with a Status lookup that is sometimes required to save a line item on transactions with a Status of 'Approved' or greater. It is required when the 'Site' field on the transaction is set to warehouse lot tracked and is not required when the 'Site' field on the transaction is set to not warehouse lot tracked. If required and blank, the message "" will be displayed on Save of Statuses of 'Approved' or greater. This field defaults as blank and will be disabled if the item is managed by Weight Only. If enabled, it will default from the 'Default Inventory Unit UOM' property on the 'Properties' tab of the Item Record View for the selected Item'Site' field on the transaction is not warehouse lot tracked. If enabled, this field will be editable while the transaction is in a Status of 'New'.

This lookup contains all 'Active' Unit UOMs on the selected Item's UOM Schedule.

Insert excerptDef - UOMDef - UOMnopaneltrue

Database Field: ERPx_IMTransactionDetail.

Warehouse Lot Insert excerptWarehouse LotWarehouse Lotnopaneltrue This is a single-select standard lookup that is sometimes required to save a line item on transactions with a Status of 'Approved' or greater. It is required when the 'Site' field on the transaction is set to warehouse lot tracked and is not required when the 'Site' field on the transaction is set to not warehouse lot tracked. If required and blank, the message "" will be displayed on Save of Statuses of 'Approved' or greater. This field defaults as blank and will be disabled if the 'Site' field on the transaction is not warehouse lot tracked. If enabled, this field is editable via the Mass Update Dialog while the transaction is in a Status of 'New'. 

The transaction will validate the Warehouse Lot based on the following:

  • If the selected Site is warehouse lot tracked and allows multiple items, the transaction will allow multiple items to be coded to the same warehouse lot and will create the warehouse lot with the default item selection of 'All'
  • If the selected Site is warehouse lot tracked and allows multiple items and the warehouse lot ID entered for an item on the transaction already exists, the transaction will verify the warehouse lot is either set to 'All' or the specific item is selected.
  • If the selected Site is warehouse lot tracked and only allows single items, the transaction will restrict multiple items from being coded to the same warehouse lot and it will create the warehouse lot for the first item code on the transaction and will prompt an error for the next item trying to save to the same warehouse lot
  • If the selected Site is warehouse lot tracked and only allows single item and the warehouse lot ID entered for an item on the transaction already exists, the transaction will verify the warehouse lot is either set to 'All' or the specific item is selected.
  • If the selected site is not warehouse lot tracked, no warehouse lots can be entered.
Insert excerptDef - Warehouse LotDef - Warehouse LotnopaneltrueWeight

Insert excerptWeight - InventoryWeight - Inventorynopaneltrue This is a numeric text box that is required. This field defaults to 0 and is always editable while the transaction is in a Status of 'New'. This field is editable only if the item is managed by Weight Only or Units or Weight. Unlike other inventory transactions, adjustment transactions treat all items as variable weight and require whole units property is not enforced. Adjustment transaction also allow users to set units as positive and weight as negative and vice versa. Weight can be entered with 5 decimals regardless of the 'Weight Decimals' property configured on the 'Properties' tab for the selected Item on the Item Record View. To maintain is editable via the Mass Update Dialog while the transaction is in a Status of 'New'. 

The transaction will validate the Warehouse Lot based on the following:

  • If the selected Site is warehouse lot tracked and allows multiple items, the transaction will allow multiple items to be coded to the same warehouse lot and will create the warehouse lot with the default item selection of 'All'
  • If the selected Site is warehouse lot tracked and allows multiple items and the warehouse lot ID entered for an item on the transaction already exists, the transaction will verify the warehouse lot is either set to 'All' or the specific item is selected.
  • If the selected Site is warehouse lot tracked and only allows single items, the transaction will restrict multiple items from being coded to the same warehouse lot and it will create the warehouse lot for the first item code on the transaction and will prompt an error for the next item trying to save to the same warehouse lot
  • If the selected Site is warehouse lot tracked and only allows single item and the warehouse lot ID entered for an item on the transaction already exists, the transaction will verify the warehouse lot is either set to 'All' or the specific item is selected.
  • If the selected site is not warehouse lot tracked, no warehouse lots can be entered.

Insert excerpt
Def - Warehouse Lot
Def - Warehouse Lot
nopaneltrue

Weight

Insert excerpt
Weight - Inventory
Weight - Inventory
nopaneltrue
This is a numeric text box that is sometimes required. This field is required and editable only if the item is managed by Weight Only or Units or Weight. This field defaults to 0 and is editable while the transaction is in a Status of 'New'. This field can be both positive or negative. This field will display the number of decimals set for the selected item on the 'Weight Decimals' property on the 'Properties' tab of the Item Record View. If this field is editable, the following will be enforced:

  • For an item that is fixed weight and requires whole units:

    • When Weight is entered: the value will be rounded up to the nearest weight that results in a whole unit then the units will automatically be calculated based on the Weight value.

  • For an item that is fixed weight and does not require whole units:

    • When Weight is entered: the Units will automatically be calculated based on the Weight value. The Weight value does not have to result in an integer Units value. However, because the Units and Weight values round to two decimal places, if the rounded Units value produced by the weight value does not convert to equal the weight value, the weight value will automatically update to equal the converted value of the units since the item is a fixed weight item.

  • For an item that is variable weight and requires whole units:

    • When Weight goes from empty to a value: the value will be rounded up to the nearest weight that results in a whole unit then the units will automatically be calculated based on the Weight value.

    • When Weight goes from one value to another: the units will NOT be recalculated.

(lightbulb) 'Weight' and 'Weight UOM' fields will always display as the values entered by the user. However for consistency, weight that is saved using a UOM different UOM than the 'Default Inventory Weight UOM' will be converted and subsequently stored in the default Inventory Weight UOM.

Database Field: ERPx_IMTransactionDetail.

Weight UOM

Insert excerpt
UOM - Weight
UOM - Weight
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This is a single-select standard lookup that is required to save a line item on transactions with a Status of 'Approved' or greater. This field will be disabled if the item is managed by Units Only. If enabled, it will default from the 'Default Inventory Weight UOM' property on the 'Properties' tab of the Item Record View for the selected Item. If enabled, this field will be editable while the transaction is in a Status of 'New'.

This lookup contains all 'Active' Weight UOMs on the selected Item's UOM Schedule.

Insert excerpt
Def - UOM
Def - UOM
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Database Field: ERPx_IMTransactionDetail.


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