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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Page Header

Header Toolbar

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Home Tab

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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.

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Database Fields: ERPx_IMTransactionHeader.TransactionID, ERPx_IMTransactionHeader.CorrectedFromTransactionHeaderSK

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Database Field: ERPx_IMTransactionHeader.TransactionDate

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

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Database Field: ERPx_IMTransactionHeader.Reference

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

Database Fields: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.SiteSK

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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

type	flat

Page Header

Header Toolbar

Toolbar Icons

Description

Delete

Insert excerpt

	Delete - RV Header
	Delete - RV Header
nopanel	true

This toolbar icon is enabled when the transaction status is New.

Help

Insert excerpt

	GL Date
	GL Date
nopanel	true

New

Insert excerpt

	New - RV Header
	New - RV Header
nopanel	true

The drop-down displays all active Adjustment type transaction classes configured in the system.

Notes

Insert excerpt

	Notes - Global
	Notes - Global
nopanel	true

Print

Insert excerpt

	Print - RV Header
	Print - RV Header
nopanel	true

Process Correction

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	Process Correction - RV Header
	Process Correction - RV Header
nopanel	true

Save

Insert excerpt

	Save - RV Header
	Save - RV Header
nopanel	true

Home Tab

FieldsDescriptionAuto-Create New Lots Insert excerptAuto Create New LotsAuto Create New Lots or 'Approved'.
true The Statuses that apply to transactions in this List View include:Def - Status - Approved

Database Fields: ERPx_IMTransactionStatus.TransactionStatusName, ERPx_IMTransactionHeader.TransactionStatusSK

Fields

Description

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
nopanel	true

Database Fields: ERPx_IMTransactionHeader.TransactionID, ERPx_IMTransactionHeader.CorrectedFromTransactionHeaderSK

Date

Insert excerpt

	Doc Date
	Doc Date
nopanel	true

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

Purchase Order

Insert excerpt

Def - Status - New

nopanel

Insert excerpt

Def - Status

nopanel

true

Purchase Order
	Purchase Order
nopanel	true

This is a text box that is not required. It defaults as blank and is always editable while the transaction is in a Status of 'New'.

Database Field: ERPx_IMTransactionHeader.PONumber

Reference

Insert excerpt

Def - Status - Approved

Reference
	Reference
nopanel	true

Insert excerpt

Def - Status - Ready to Post

nopanel

true

Properties Tab

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
nopanel	true

This is a single-select

load on demand

standard 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

If missing, the message "Site is required." 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 By Insert excerptCreated ByCreated Bynopaneltrue This is a non-editable 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 excerptGL DateGL Date

This defaults as blank and is not editable after initial Save.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

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

Database Fields: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.SiteSK

Status

Insert excerpt

	Status
	Status
nopanel	true

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
nopanel	true

The Statuses that apply to transactions in this List View include:

Insert excerpt

	Def - Status - New
	Def - Status - New
nopanel	true

Insert excerpt

	Def - Status - Approved
	Def - Status - Approved
nopanel	true

Insert excerpt

	Def - Status - Ready to Post
	Def - Status - Ready to Post
nopanel	true

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 - RV Grid 3.0nopaneltrue This toolbar icon is only enabled when the transaction is in a Status of 'New'. Excel Insert excerptExcel - RV Header 3.0Excel - RV Header 3.0nopaneltrueFind Lots Insert excerptFind Lots - RV Grid 3.0Find Lots - RV Grid 3.0nopaneltrueGroup By Show/Hide Insert excerptGroup By Show/Hide - GlobalGroup By Show/Hide - GlobalnopaneltrueMass Update Insert excerptMass Update - Global 3.0Mass Update - Global 3.0nopaneltrue

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 excerptNew - Blank Row - RV Grid 3.0New - Blank Row - RV Grid 3.0nopaneltrue This toolbar icon is only enabled when the transaction status is New. Quick Filter Insert excerptQuick FilterQuick FilternopaneltrueSaved Column Layouts Insert excerptColumn Layouts for Framework 3.0 - GlobalColumn Layouts for Framework 3.0 - GlobalnopaneltrueView Insert excerptView - RV Grid 3.0View - RV Grid 3.0nopaneltrueFieldsDescriptionCheckbox Insert excerptCheckboxCheckboxnopaneltrueItem: Description Insert excerptItem ID & Item DescriptionItem ID & Item Descriptionnopaneltrue 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 Last Updated

This lookup contains the values in the IMAutoCreateNewLots Enumeration Class.

Database Field: ERPx_IMTransactionHeader.AutoCreateLotsEN

This not ERPxVoidDate
Voided ByVoided By non-editable text box that is not required.

Database Field: ERPx_IMTransactionHeader.VoidedBy

Fields

Description

Auto-Create New Lots

Insert excerpt

	Auto Create New Lots
	Auto Create New Lots
nopanel	true

This is a date picker single-select load on demand lookup that is required. It defaults from the 'Date' field on Auto-Create New Lots' property in the 'HomeProperties' tab and of the associated Transaction Class Record View. This field 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 DateIf 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. 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.GLDate

Last User

Insert excerpt

Last Updated By

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 By

Insert excerpt

	Created By
	Created By
nopanel	true

This is a non-editable text box that is required.

Database Field: ERPx_IMTransactionHeader.LastUserCreatedBy

Last UpdatedCreated Date

Displays the date and time when the transaction was updated the most recently

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.

LastUpdatedNegative Available Balances

CreatedDate

GL Date

Insert excerpt

	Negative Available Balances	Negative Available BalancesGL Date
	GL Date
nopanel	true

This is a single-select load on demand lookup date picker that is required. It defaults from the 'Negative Available Balances' property in Date' field on the 'PropertiesHome' tab of the associated Transaction Class Record View. This field and 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.

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.

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

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.GLDate

Last User

Insert excerpt

	Last Updated By
	Last Updated By
nopanel	true

This is a non-editable text box that is required.

Database Field: ERPx_IMTransactionHeader.NegativeBalancesENLastUser

Void Date

Insert excerpt

Void Date

nopanel

true

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

Insert excerpt

Voided By

Negative Available Balances
	Negative Available Balances
nopanel	true

This is a

Attributes Tab

...

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.

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.

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 a Receipt transaction adds 5 Cases, the overall lot balance would still be negative. The following options are possible workarounds:

Change the Receipt transaction's "Negative Available Balances" property to "Allowed"
Change the Receipt 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
nopanel	true

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

Database Field: ERPx_IMTransactionHeader.VoidDate

Voided By

Insert excerpt

	Voided By
	Voided By
nopanel	true

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

Database Field: ERPx_IMTransactionHeader.VoidedBy

Attributes Tab

Fields

Description

Attributes

Insert excerpt

	Attribute - Attribute
	Attribute - Attribute
nopanel	true

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

Available

Insert excerpt

	Attribute - Available
	Attribute - Available
nopanel	true

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

Value

Insert excerpt

	Attribute - Value
	Attribute - Value
nopanel	true

Page Detail

Items Grid

Toolbar Icons

Description

Column Filter Show/Hide

Insert excerpt

	Column Filter Show/Hide - Global
	Column Filter Show/Hide - Global
nopanel	true

Delete

Insert excerpt

	Delete - RV Grid 3.0
	Delete - RV Grid 3.0
nopanel	true

This toolbar icon is only enabled when the transaction is in a Status of 'New'.

Excel

Def - Item ID

Insert excerpt

Def - Item ID

Excel - RV Header 3.0
	Excel - RV Header 3.0
nopanel	true

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

Selecting an Item will default the 'Inventory Unit UOM' and 'Inventory Weight UOM' properties specified on the Item Record View.

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

Lot Tracked Insert excerptLot TrackedLot Trackednopaneltrue 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 excerptProduction BatchProduction Batchnopaneltrue 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 excerptDef - Production BatchDef - Production Batchnopaneltrue

Database Fields: ERPx_IMProductionLot.ProductionLotID, ERPx_IMTransactionDetail.ItemSK

Owner Insert excerptOwner - ItemOwner - Itemnopaneltrue 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.
Insert excerptDef - OwnerDef - Ownernopaneltrue

The lookup contains a list of all Lot Owners.

Database Field: ERPx_IMLotOwner.OwnerName

Reason Code Insert excerptReason CodeReason CodenopaneltrueThis 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

Find Lots

Insert excerpt

	Find Lots - RV Grid 3.0
	Find Lots - RV Grid 3.0
nopanel	true

Group By Show/Hide

Insert excerpt

	Group By Show/Hide - Global
	Group By Show/Hide - Global
nopanel	true

Mass Update

Insert excerpt

	Mass Update - Global 3.0
	Mass Update - Global 3.0
nopanel	true

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
nopanel	true

This toolbar icon is only enabled when the transaction status is New.

Quick Filter

Insert excerpt

	Quick Filter
	Quick Filter
nopanel	true

Saved Column Layouts

Insert excerpt

	Column Layouts for Framework 3.0 - Global
	Column Layouts for Framework 3.0 - Global
nopanel	true

View

Insert excerpt

	View - RV Grid 3.0
	View - RV Grid 3.0
nopanel	true

FieldsDescriptionCheckbox

Insert excerpt

	Checkbox
	Checkbox
nopanel	true

Item: Description

Insert excerpt

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

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 - Item ID
nopanel	true

Variable Item Correction

The lookup contains the following options:

Cycle Count

Dump And Destroy

a list of all active Items in the Item Master File.

Selecting an Item will default the 'Inventory Unit UOM' and 'Inventory Weight UOM' properties specified on the Item Record View.

Database Fields: ERPx_IMItem.ItemID, ERPx_MFNoteTypeReasonCodeIMItem.ReasonCodeItemDescription, ERPx_IMTransactionDetail.ReasonCodeSKItemSK

UnitsLot Tracked

Units - Inventory

Insert excerpt

Units - Inventory

Lot Tracked
	Lot Tracked
nopanel	true

This is a numeric non-editable text box that is sometimes not 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 always 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.TransactionUnits

Unit UOM

Insert excerptUOM - UnitsUOM - Unitsvalue 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
nopanel	true

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
nopanel	true

Database Fields: ERPx_IMProductionLot.ProductionLotID, ERPx_IMTransactionDetail.ItemSK

Owner

Insert excerpt

	Owner - Item
	Owner - Item
nopanel	true

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 Weight Only. If enabled, it will default . It defaults from the 'Default Inventory Unit UOMOwner' property preference 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' Unit UOMs on the selected Item's UOM ScheduleInventory Preferences page. This field is editable until a line item has been saved.

Insert excerpt

	Def -

UOM
Owner
Def -
UOM
Owner
nopanel true

Database Fields: ERPx_IMUOM.UOMName, ERPX_IMItem.UOMScheduleSK, ERPx_IMTransactionDetail.TransactionUnitsUOMSK

Warehouse Lot

The lookup contains a list of all Lot Owners.

Database Field: ERPx_IMLotOwner.OwnerName

Units

Warehouse Lot

Insert excerpt

Warehouse Lot

Units - Inventory
	Units - Inventory
nopanel	true

This is a single-select standard lookup numeric text box 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 .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 always editable 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

. 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.

Insert excerpt

	Def - Units- Inventory Calculations
	Def - Units- Inventory Calculations
nopanel	true

'Units' and 'Unit UOM' fields will always display as the values entered by the user. However for consistency, Units that are saved using a UOM that is different than the 'Inventory Unit UOM' will be converted and subsequently stored in the default Inventory Unit UOM.

Database Field: ERPx_IMTransactionDetail.TransactionUnits

Unit UOM

Insert excerpt

	UOM - Units
	UOM - Units
nopanel	true

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 Weight Only. If enabled, it will default from the 'Inventory Unit 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' Unit UOMs on the selected Item's UOM Schedule.

Insert excerpt

	Def -

Warehouse Lot

UOM
	Def -

Warehouse Lot

UOM
nopanel	true

Weight

Database Fields: ERPx_IMUOM.UOMName, ERPX_IMItem.UOMScheduleSK, ERPx_IMTransactionDetail.TransactionUnitsUOMSK

Warehouse Lot

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.

Insert excerpt

Weight - InventoryWeight - InventorynopaneltrueThis 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.

Warehouse Lot
	Warehouse Lot
nopanel	true

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 "Warehouse Lot is required for Warehouse Lot Tracked sites when Approving or Posting." 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'.

Insert excerpt

	Def - Warehouse Lot - Inventory Site Validations
	Def - Warehouse Lot - Inventory Site Validations
nopanel	true

Insert excerpt

	Def - Warehouse Lot
	Def - Warehouse Lot
nopanel	true

Weight

Insert excerpt

	Weight - Inventory
	Weight - Inventory
nopanel	true

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. Once an item has been selected, this field will display with the number of decimals set for the 'Weight Decimals' property on the 'Properties' tab of the Item Record View.

Insert excerpt

	Def - Units- Inventory Calculations
	Def - Units- Inventory Calculations
nopanel	true

'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 than the 'Default Inventory Weight UOM' will be converted and subsequently stored in the default Inventory Weight UOM.

Database Field: ERPx_IMTransactionDetail.TransactionWeight

Weight UOM

Insert excerpt

	UOM - Weight
	UOM - Weight
nopanel	true

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
nopanel	true

Database Fields: ERPx_IMUOM.UOMName, ERPX_IMItem.UOMScheduleSK, ERPx_IMTransactionDetail.TransactionWeightUOMSK

Version	Old Version 4	New Version 5
Changes made by	Janice Dannenberg	Janice Dannenberg
Saved on	Oct 13, 2020	Oct 19, 2020

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Page Header

Header Toolbar

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Page Header

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Properties Tab

Properties Tab

Page Detail

Items Grid

Attributes Tab

Attributes Tab

Page Detail

Items Grid

Related Topics