The purpose of this inquiry is to display each transaction that affects the inventory balance of an item. From the inquiry, users may open the corresponding inventory transaction Record View or Sales Order Record View. This inquiry displays transactions that have been posted. This inquiry can be accessed from both the Inquiries page or from the Item Balances Inquiry List View by selecting a one or more line item(s) and clicking "View Item History" toolbar icon. This inquiry can be accessed from both the Inquiries page or from the Item Balances Inquiry and Lot Balances Inquiry List Views View by selecting a one or more line item(s) and clicking "View Item History" toolbar icon.
This inquiry 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
...
| Filter Items | Description | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Include |
This lookup contains the values "Voids" and "Beginning Balances". | ||||||||||||||||
| Item |
The lookup contains a list of all Items in the Items master file. | ||||||||||||||||
| Item Class |
The lookup contains a list of all Item Classes. | ||||||||||||||||
| Lot Owner |
The lookup contains a list of all Lot Owners. | ||||||||||||||||
| Search |
| ||||||||||||||||
| Site |
The lookup contains a list of all active Sites. | ||||||||||||||||
| Trans Class |
The lookup contains a list of all Transaction Classes, SO Shipment and SO Return. | ||||||||||||||||
| Trans Date |
| ||||||||||||||||
| Trans Type |
The lookup contains a list of all Inventory Transaction Types configured for the company. | ||||||||||||||||
| Saved Search Options |
|
...
| Toolbar Icons | Description | ||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Column Filter Show/Hide |
| ||||||||||||||||||||||||||||||||||||||||
| Excel |
| ||||||||||||||||||||||||||||||||||||||||
| Favorites |
| ||||||||||||||||||||||||||||||||||||||||
| Group By Show/Hide |
| ||||||||||||||||||||||||||||||||||||||||
| Help |
| ||||||||||||||||||||||||||||||||||||||||
| Quick Filter |
| ||||||||||||||||||||||||||||||||||||||||
| Refresh |
| ||||||||||||||||||||||||||||||||||||||||
| Saved Column Layouts |
| ||||||||||||||||||||||||||||||||||||||||
| 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 if the transaction has been 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.
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 |
Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPX_IMItem.AttributeClassSK, ERPx_IMTransactionDetail.ItemSK | ||||||||||||||||||||||||||||||||||||||||
| Item ID |
Database Fields: ERPx_IMItem.ItemID, ERPx_IMTransactionDetail.ItemSK | ||||||||||||||||||||||||||||||||||||||||
| Item: Description |
Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPx_IMTransactionDetail.ItemSK | ||||||||||||||||||||||||||||||||||||||||
| GL Date |
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 or ERPx_IMTransactionDetail.EffectOnInventoryWeight | ||||||||||||||||||||||||||||||||||||||||
| Reference |
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.
Database Fields: ERPx_MFSite.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.
Database Fields: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.SiteSK | ||||||||||||||||||||||||||||||||||||||||
| Status |
Database Fields: ERPx_IMTransactionStatus.TransactionStatusName, ERPx_IMTransactionHeader.TransactionStatusSK | ||||||||||||||||||||||||||||||||||||||||
| Transaction |
Database Field: ERPx_IMTransactionHeader.TransactionID | ||||||||||||||||||||||||||||||||||||||||
| Transaction Class |
Database Field: ERPX_IMTransactionClass.TransactionClassID, ERPx_IMTransactionHeader.TransactionClassSK | ||||||||||||||||||||||||||||||||||||||||
| Transaction Type |
Database Field: ERPx_IMTransactionType.TransactionTypeDescription, ERPx_IMTransactionHeader.TransactionTypeSK | ||||||||||||||||||||||||||||||||||||||||
| Units UOM |
Database Field: ERPx_IMTransactionDetail.EffectOnInventoryUnitsUOMSK | ||||||||||||||||||||||||||||||||||||||||
| Units |
Database Field: ERPx_IMTransactionDetail.EffectOnInventoryUnits | ||||||||||||||||||||||||||||||||||||||||
| UOM |
Database Field: ERPX_IMItem.DefaultReportingUOMSK | ||||||||||||||||||||||||||||||||||||||||
| UOM Schedule |
Database Fields: ERPX_IMItem.UOMScheduleSK, ERPx_IMTransactionDetail.ItemSK | ||||||||||||||||||||||||||||||||||||||||
| Void Date | Displays the date the transaction was voided. This field comes from the 'Void/Correct GL Date' field for a transaction line on the Transaction More Actions Record View and is not editable after the void action has been processed. Database Fields: ERPx_IMTransactionHeader.VoidDate | ||||||||||||||||||||||||||||||||||||||||
| Weight |
Database Field: ERPx_IMTransactionDetail.EffectOnInventoryWeight | ||||||||||||||||||||||||||||||||||||||||
| Weight UOM |
Database Field: ERPx_IMTransactionDetail.EffectOnInventoryWeightUOMSK |
Related Topics
| Expand | ||
|---|---|---|
| ||
Page Definitions |
...