Versions Compared

Version Old Version 28 New Version 29
Changes made by

Tom Williams

Emma Greenwood

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The purpose of this inquiry is to display each transaction that affects the inventory On Hand balance of an item. From this 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.

(lightbulb) 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: 2020.11.13 and newer

Table of Contents
typeflat

Page Header

Filter ItemsDescription
Include

Insert excerpt
Inq - Include
Inq - Include
nopaneltrue
 This is a multi-select standard lookup that is not required to return results. It defaults to "Beginning Balances".

This lookup contains the values "Voids" and "Beginning Balances".

Item

Insert excerpt
Inq - Item
Inq - Item
nopaneltrue
This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt
Def - Item ID
Def - Item ID
nopaneltrue

The lookup contains a list of all Items in the Items master file.

Item Class

Insert excerpt
Inq - Item Class
Inq - Item Class
nopaneltrue
This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt
Def - Item Class
Def - Item Class
nopaneltrue

The lookup contains a list of all Item Classes.

Lot Owner

Insert excerpt
Inq - Lot Owner
Inq - Lot Owner
nopaneltrue
 This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt
Def - Owner
Def - Owner
nopaneltrue

The lookup contains a list of all Lot Owners.

Search

Insert excerpt
Search - Search Options
Search - Search Options
nopaneltrue

  • Attribute Values
  • Item Description
  • Item ID
  • Lot Owner
  • Production Batch
  • Site ID
  • Site Name
  • Warehouse Lot 
Site

Insert excerpt
Inq - Site
Inq - Site
nopaneltrue
This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt
Def - Site
Def - Site
nopaneltrue

The lookup contains a list of all active Sites.

Trans Class

Insert excerpt
Inq - Transaction Class
Inq - Transaction Class
nopaneltrue
This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt
Def - Transaction Class - General
Def - Transaction Class - General
nopaneltrue

The lookup contains a list of all Transaction Classes, SO Shipment and SO Return.

Trans Date

Insert excerpt
Inq - Transaction Date
Inq - Transaction Date
nopaneltrue
This is a date range control that allows users to select a single date or a range of dates. This is not required to return results and defaults with a date range of the past 30 days.

Trans Type

Insert excerpt
Inq - Transaction Type
Inq - Transaction Type
nopaneltrue
This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt
Def - Transaction Types
Def - Transaction Types
nopaneltrue

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

Saved Search Options

Insert excerpt
Search Options for Framework 3.0 - Global
Search Options for Framework 3.0 - Global
nopaneltrue
  

Page Detail

Toolbar IconsDescription
Column Filter Show/Hide
Insert excerpt
Column Filter Show/Hide - Global
Column Filter Show/Hide - Global
nopaneltrue
Excel
Insert excerpt
Excel - LV 3.0
Excel - LV 3.0
nopaneltrue
Favorites
Insert excerpt
Favorites Add/Remove - Global
Favorites Add/Remove - Global
nopaneltrue
Group By Show/Hide
Insert excerpt
Group By Show/Hide - Global
Group By Show/Hide - Global
nopaneltrue
Help
Insert excerpt
Help - Global 3.0
Help - Global 3.0
nopaneltrue
Quick Filter
Insert excerpt
Quick Filter
Quick Filter
nopaneltrue
Refresh

Insert excerpt
Refresh - Global 3.0
Refresh - Global 3.0
nopaneltrue

Saved Column Layouts
Insert excerpt
Column Layouts for Framework 3.0 - Global
Column Layouts for Framework 3.0 - Global
nopaneltrue
ViewOpens the Shipment Details Record View, which displays shipment details for the selected transaction.
FieldsDescription
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.

Insert excerpt
Def - Cost Group
Def - Cost Group
nopaneltrue

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
nopaneltrue
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
nopaneltrue

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

Item: Description

Insert excerpt
Item ID & Item Description
Item ID & Item Description
nopaneltrue
The 'Item ID' field is not editable. The Item Description 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
nopaneltrue
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. This can also be edited from the 'Units' field or 'Weight' field of a line item on the Items grid of the Sales Order Record View while the transaction is in a Status of New. Once the transaction is no longer in a Status of New, this cannot be edited.

Database Fields: ERPx_IMTransactionDetail.EffectOnInventoryUnits or ERPx_IMTransactionDetail.EffectOnInventoryWeight

Note: For companies that want unposted Sales Orders to update the On Hand balances as soon as they are marked as Shipped, they can set the "Include Shipped & Approved Sales Orders in On Hand balances" Inventory Preference to "Yes".

Reference

Insert excerpt
Reference
Reference
nopaneltrue
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
nopaneltrue

Database Fields: ERPx_MFSite.SiteID, ERPx_IMTransactionHeader.SiteSK

Transaction

Insert excerpt
Transaction ID
Transaction ID
nopaneltrue
This value is system generated when the transaction is created and is not editable.

Insert excerpt
Def - Transaction ID
Def - Transaction ID
nopaneltrue

Database Field: ERPx_IMTransactionHeader.TransactionID

Transaction Type

Insert excerpt
Transaction Type
Transaction Type
nopaneltrue
This comes from the 'Transaction Type' property on the 'Properties' tab of the Transaction Class Record View for the associated transaction. This is not editable after the Transaction Class has been saved.

Insert excerpt
Def - Transaction Types
Def - Transaction Types
nopaneltrue

(lightbulb) The SO Shipment and SO Return transaction types only displays when the corresponding invoice is posted.

Database Field: ERPx_IMTransactionType.TransactionTypeDescription, ERPx_IMTransactionHeader.TransactionTypeSK

Units UOM

Insert excerpt
UOM - Default IM Units
UOM - Default IM Units
nopaneltrue
 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
nopaneltrue

Database Field: ERPx_IMTransactionDetail.EffectOnInventoryUnitsUOMSK

Units

Insert excerpt
Units - On Hand
Units - On Hand
nopaneltrue
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_IMTransactionDetail.EffectOnInventoryUnits

UOM

Insert excerpt
UOM - Default Reporting
UOM - Default Reporting
nopaneltrue
 This can be edited from the 'Default Reporting UOM' property on the 'Properties' tab of the Item Record View.

Database Field: ERPX_IMItem.DefaultReportingUOMSK

UOM Schedule

Insert excerpt
UOM - Schedule
UOM - Schedule
nopaneltrue
This field comes from the 'UOM Schedule' property on the 'Properties' tab of the Item Record View and is not editable.

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

Insert excerpt
Weight - On Hand
Weight - On Hand
nopaneltrue
This can be edited from the 'Weight' 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_IMTransactionDetail.EffectOnInventoryWeight

Weight UOM

Insert excerpt
UOM - Default IM Weight
UOM - Default IM Weight
nopaneltrue
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
nopaneltrue

Database Field: ERPx_IMTransactionDetail.EffectOnInventoryWeightUOMSK

Related Topics



Expand
titlePage Definitions

Page Definitions



Expand
titleTechnical Details

Technical Details