Inventory 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.
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| Mass Update | | Insert excerpt |
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| Mass Update - Global 3.0 |
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- 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.
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| More Actions - Global |
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| More Actions - Global |
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- Void/Correct - opens the Void/Correct page and allows the user to either Correct, Void or Void & Correct a transaction.
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| New - Multi-Select Trans Type - Global |
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- 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.
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- Shipment Details - Opens the Shipment Record View, in a new tab, for a selected record with a Transaction Type of: SO Shipment, Transfer, or Transfer Receipt.
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| Fields | Description |
| Checkbox | | Insert excerpt |
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| Checkbox |
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| Checkbox |
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| 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. | Insert excerpt |
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| Def - Bill of Lading |
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| Def - Bill of Lading |
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Database Field: ERPx_IMTransactionHeader.BOL |
| Corrected From | | Insert excerpt |
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| Corrected From |
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| Corrected From |
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This field only displays a value when the transaction was corrected and is never editable.
Database Field: ERPx_IMTransactionHeader.CorrectedFromTransactionHeaderSK |
| Created | | Insert excerpt |
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| Created |
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| Created |
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Database Field: ERPx_IMTransactionHeader.CreatedDate |
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| Created By |
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Database Field: ERPx_IMTransactionHeader.CreatedBy |
| Date | | Insert excerpt |
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| Doc Date |
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| Doc Date |
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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 |
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| GL Date |
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| GL Date |
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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 |
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| Reference |
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| Reference |
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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 | 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 |
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| Def - Site |
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| Def - Site |
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Database Fields: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.SiteSK |
| Status | 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 |
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| Def - Status |
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| Def - Status |
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The Statuses that apply to transactions in this List View include:
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| Def - Status - New |
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| Def - Status - New |
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| Def - Status - Approved |
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| Def - Status - Approved |
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| Def - Status - Ready to Post |
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| Def - Status - Ready to Post |
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Database Field: ERPx_IMTransactionStatus.TransactionStatusName, ERPx_IMTransactionHeader.TransactionStatusSK |
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| To Site Name |
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| To Site Name |
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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 |
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| Def - Site |
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| Def - Site |
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| nopanel | true |
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Database Field: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.ToSiteSK |
| Transaction Class | | Insert excerpt |
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| Transaction Class |
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| Transaction Class |
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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 |
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| Def - Transaction Class - General |
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| Def - Transaction Class - General |
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Database Field: ERPX_IMTransactionClass.TransactionClassID,ERPx_IMTransactionHeader.TransactionClassSK |
| Trans Type | | Insert excerpt |
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| Transaction Type |
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| Transaction Type |
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This is a system assigned value and is never editable by a user. The transaction types are: Adjustment, Production, Receipt and Transfer. | Insert excerpt |
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| Def - Transaction Types |
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| Def - Transaction Types |
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Database Field: ERPx_IMTransactionType.TransactionTypeDescription, ERPx_IMTransactionHeader.TransactionTypeSK |
| Transaction | | Insert excerpt |
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| Transaction ID |
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| Transaction ID |
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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 |
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| Def - Transaction ID |
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| Def - Transaction ID |
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Database Field: ERPx_IMTransactionHeader.TransactionID |
| Via Site | | Insert excerpt |
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| Via Site Name |
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| Via Site Name |
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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 |
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| Def - Site |
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| Def - Site |
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| nopanel | true |
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Database Field: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.ViaSiteSK |
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