Versions Compared

Version Old Version 16 New Version 17
Changes made by

Janice Dannenberg

Tom Williams

Saved on

Key

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

Insert excerptDef - Not DefinedDef - Not DefinednopaneltrueInventory Transactions are used to manage item and lot balances. The purpose of this page is to view, add, edit, remove, and post Inventory Adjustment, Production, Receipt, Transfer and Transfer Receipt Transactions.  Additionally, users can Mass Update the Status of multiple transactions at once, view Shipment Details for Transfer transactions and Void/Correct transactions.

Software Version: yyyy2020.mm12.dd01 and newer

Table of Contents
typeflat

...

Toolbar IconsDescription
Delete
Insert excerpt
Delete - LV
Delete - LV
nopaneltrue
Column Filter Show/Hide
Insert excerpt
Column Filter Show/Hide - Global
Column Filter Show/Hide - Global
nopaneltrue
Edit
Insert excerpt
Edit - LV
Edit - LV
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
Mass Update

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

  • Status: A single-select lookup that defaults to "(No Change)", but also has options for "New", "Approved" and "Ready to Post". Assigns the selected Status to selected/filtered transactions when Apply is clicked.
More ActionsOpens a drop-down menu for the user to select Void/Correct, which

Insert excerpt
More Actions - Global
More Actions - Global
nopaneltrue

  • Void/Correct - opens the Void/Correct page and allows the user to either Correct, Void or Void & Correct a transaction.  
New

Insert excerpt
New - Multi-Select Trans Type - Global
New - Multi-Select Trans Type - Global
nopaneltrue

  • Adjustment: A transaction to adjust the amount of items in inventory.
  • Production: A transaction to record productions or production issues of inventory items.
  • Receipt: A transaction to record the receipt of inventory purchased and received.
  • Transfer: A transaction to record the transfer of inventory items from one site to another.
Print
Insert excerpt
Print - LV
Print - LV
nopaneltrue
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
Saved Search OptionsView

Insert excerpt

Search Options for Framework

View - Inquiry Grid 3.0

- GlobalSearch Options for Framework

View - Inquiry Grid 3.0

- Global

nopaneltrue

ViewOpens a drop-down menu for the user to select
  • Shipment Details
, which opens
  • - Opens the Shipment
Details
  • Record View
for the associated record.  This is only applicable to Transfer type transactions. 
  • , in a new tab, for a selected record with a Transaction Type of: SO Shipment, Transfer, or Transfer Receipt.
FieldsDescription
Checkbox
Insert excerpt
Checkbox
Checkbox
nopaneltrue
BOL

Identifies the Bill of Lading reference/ID that was entered on the corresponding Transfer transaction. If no value was entered by the user, this field is populated with the Transaction ID of the corresponding Transfer when the record is saved.  This is not required and can be edited on the Home tab of the record view.  This field is always editable while the transaction is in a status of New.

Database Field: ERPx_IMTransactionHeader.BOL

Corrected From

Insert excerpt
Corrected From
Corrected From
nopaneltrue
  This field only displays a value when the transaction was corrected and is never editable.  

Database Field: ERPx_IMTransactionHeader.CorrectedFromTransactionHeaderSK

Created 

Insert excerpt
Created
Created
nopaneltrue
 

Database Field: ERPx_IMTransactionHeader.CreatedDate

Created By

Insert excerpt
Created By
Created By
nopaneltrue
 

Database Field: ERPx_IMTransactionHeader.CreatedBy

Date

Insert excerpt
Doc Date
Doc Date
nopaneltrue
 This is not required and can be edited from the 'Home' tab on the record view while in the status of New.  For Transfer type transactions this is the 'Transferred On' date. 

Database Field: ERPx_IMTransactionHeader.TransactionDate

GL Date

Insert excerpt
GL Date
GL Date
nopaneltrue
 This is required and can be edited from the 'Properties' tab on the Transfer transaction record view.  If no value is specified, this field will be populated with the transaction date on save. 

Database Field: ERPx_IMTransactionHeader.GLDate

Reference

Insert excerpt
Reference
Reference
nopaneltrue
 This is not required and can be edited from the 'Home' tab on the record view while in the status of New. 

Database Field: ERPx_IMTransactionHeader.Reference

Site

Insert excerpt
Site
Site
nopaneltrue
 This is required and can be edited from the 'Home' tab on the record view while in the status of New prior to Save. 

Insert excerpt
Def - Site
Def - Site
nopaneltrue

Database Fields: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.SiteSK

Status

Insert excerpt
Status
Status
nopaneltrue
 This is required and can be edited from the 'Status' 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
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

Insert excerpt
Def - Status - Ready to Post
Def - Status - Ready to Post
nopaneltrue

Database Field: ERPx_IMTransactionStatus.TransactionStatusName, ERPx_IMTransactionHeader.TransactionStatusSK

To Site

Insert excerpt
To Site
To Site
nopaneltrue
 This is required and can be edited from the 'Home' tab on the record view while in the status of New prior to Save.  This field is only visible on Transfer type transactions. 

Insert excerpt
Def - Site
Def - Site
nopaneltrue

Database Field: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.ToSiteSK

Transaction Class

Insert excerpt
Transaction Class
Transaction Class
nopaneltrue
 This is required and is a system assigned value based on which transaction class the user created the transaction in.  It is never editable by a user. 

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

Database Field: ERPX_IMTransactionClass.TransactionClassID,ERPx_IMTransactionHeader.TransactionClassSK

Trans Type

Insert excerpt
Transaction Type
Transaction Type
nopaneltrue
 This is a system assigned value and is never editable by a user.  The transaction types are: Adjustment, Production, Receipt and Transfer. 

Insert excerpt
Def - Transaction Types
Def - Transaction Types
nopaneltrue

Database Field: ERPx_IMTransactionType.TransactionTypeDescription, ERPx_IMTransactionHeader.TransactionTypeSK

Transaction

Insert excerpt
Transaction ID
Transaction ID
nopaneltrue
 Clicking on the link opens the corresponding transaction record view.  This is a system assigned value and is never editable by a user. 

Insert excerpt
Def - Transaction ID
Def - Transaction ID
nopaneltrue

Database Field: ERPx_IMTransactionHeader.TransactionID

Via Site

Insert excerpt
Via Site
Via Site
nopaneltrue
 This is not required and can be edited from the 'Home' tab on the record view while in the status of New prior to Save.  This field is only visible on Transfer type transactions. 

Insert excerpt
Def - Site
Def - Site
nopaneltrue

Database Field: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.ViaSiteSK

Related Topics



Expand
titlePage Definitions

Page Definitions


...