The purpose of this inquiry is to display each transaction that affects the balance of an inventory lot.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 and Lot Balances Inquiry List Views by selecting a one or more line item(s) and clicking "View Lot History" toolbar icon.
This inquiry also contains columns for each Attribute that is set up for the 'Items' attribute type and the 'Production Batches' attribute type. Additionally, this inquiry also contains columns for each Lot Certification with a certification 'Type' of "Item & Site". Item attributes, Production Batch attributes and Lot Certifications are not automatically included in the default view. Because these attributes and lot certifications are user defined, they are not included in the help documentation.
Software Version: 2021.05.21 and newer
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| Search Options | Description |
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| Include | | Insert excerpt |
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| Inq - Include - Inv |
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| Inq - Include - Inv |
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| nopanel | true |
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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 |
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| Inq - Item |
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| Inq - Item |
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| nopanel | true |
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This is a multi-select standard lookup that is not required to return results. It defaults as blank.| Insert excerpt |
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| Def - Item ID |
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| Def - Item ID |
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| nopanel | true |
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The lookup contains a list of all Items in the Items master file. |
| Item Class | | Insert excerpt |
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| Inq - Item Class |
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| Inq - Item Class |
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| nopanel | true |
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This is a multi-select standard lookup that is not required to return results. It defaults as blank.| Insert excerpt |
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| Def - Item Class |
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| Def - Item Class |
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| nopanel | true |
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The lookup contains a list of all Item Classes. |
| Lot Owner | | Insert excerpt |
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| Inq - Lot Owner |
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| Inq - Lot Owner |
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| nopanel | true |
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This is a multi-select standard lookup that is not required to return results. It defaults as blank.| Insert excerpt |
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| Def - Owner |
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| Def - Owner |
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| nopanel | true |
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The lookup contains a list of all Lot Owners. |
| Search | | Insert excerpt |
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| Search - Search Options |
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| Search - Search Options |
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| nopanel | true |
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- Attr: [Attribute Value]
- Item: [Item ID] or [Item Description]
- Owner: [Lot Owner]
- Batch: [Production Batch]
- Site: [Site ID] or [Site Name]
- WLot: [Warehouse Lot]
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| Site | | Insert excerpt |
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| Inq - Site |
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| Inq - Site |
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| nopanel | true |
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This is a multi-select standard lookup that is not required to return results. It defaults as blank.
| Insert excerpt |
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| Def - Site |
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| Def - Site |
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| nopanel | true |
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The lookup contains a list of all active Sites. |
| Trans Class | | Insert excerpt |
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| Inq - Transaction Class |
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| Inq - Transaction Class |
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| nopanel | true |
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This is a multi-select standard lookup that is not required to return results. It defaults as blank.
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| Def - Transaction Class - General |
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| Def - Transaction Class - General |
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| nopanel | true |
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The lookup contains a list of all Transaction Classes, SO Shipment and SO Return. |
| Trans Date | | Insert excerpt |
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| Inq - Transaction Date |
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| Inq - Transaction Date |
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| nopanel | true |
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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.
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| Trans Type | | Insert excerpt |
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| Inq - Transaction Type |
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| Inq - Transaction Type |
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| nopanel | true |
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This is a multi-select standard lookup that is not required to return results. It defaults as blank.
| Insert excerpt |
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| Def - Transaction Types |
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| Def - Transaction Types |
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| nopanel | true |
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The lookup contains a list of all Inventory Transaction Types configured for the company.
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| Saved Searches | | Insert excerpt |
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| Search Options for Framework 3.0 - Global |
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| Search Options for Framework 3.0 - Global |
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| nopanel | true |
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| Toolbar Icons | Description |
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| Column Filter Show/Hide | | Insert excerpt |
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| Column Filter Show/Hide - Global |
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| Column Filter Show/Hide - Global |
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| nopanel | true |
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| Excel | | Insert excerpt |
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| Excel - LV 3.0 |
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| Excel - LV 3.0 |
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| nopanel | true |
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| Favorites | | Insert excerpt |
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| Favorites Add/Remove - Global |
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| Favorites Add/Remove - Global |
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| nopanel | true |
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| Group By Show/Hide | | Insert excerpt |
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| Group By Show/Hide - Global |
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| Group By Show/Hide - Global |
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| nopanel | true |
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| Help | | Insert excerpt |
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| Help - Global 3.0 |
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| Help - Global 3.0 |
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| nopanel | true |
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| Quick Column Filter | | Insert excerpt |
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| Quick Column Filter |
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| Quick Column Filter |
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| nopanel | true |
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| Refresh | | Insert excerpt |
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| Refresh - Global 3.0 |
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| Refresh - Global 3.0 |
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| nopanel | true |
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| Saved Layouts | | Insert excerpt |
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| Column Layouts for Framework 3.0 - Global |
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| Column Layouts for Framework 3.0 - Global |
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| nopanel | true |
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| Search Options | | Insert excerpt |
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| Search Options - Inquiry Grid 3.0 |
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| Search Options - Inquiry Grid 3.0 |
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| nopanel | true |
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| View | | Insert excerpt |
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| View - Inquiry Grid 3.0 |
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| View - Inquiry Grid 3.0 |
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| nopanel | true |
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- Order - Opens the Sales Order Record View, in a new tab, for a selected record with a Transaction Type of: SO Shipment or SO Return.
- Transaction - Opens the appropriate inventory transaction record view, in a new tab, for a selected record with a Transaction Type of: Adjustment, Production, Receipt, Transfer, or Transfer Receipt.
- 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.
- Item - Opens the Item Master File Record View, in a new tab, for a selected record.
- Warehouse Lot - Opens the Warehouse Lot List View, in a new tab, filtered for the selected record's Warehouse Lot.
- Production Batch - Opens the Production Batch Record View, in a new tab, filtered for the selected record's Production Batch.
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| Fields | Description |
| Batch Date | | Insert excerpt |
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| Production Batch Date |
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| Production Batch Date |
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| nopanel | true |
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This can be edited from the 'Batch Date' field on the Properties tab of the Production Batch Record View.
Database Field: ERPx_IMProductionLot.DateProduced |
| BOL | Displays the BOL ID entered on the transaction. This field is specific to SO Shipments and Inventory Transfers. This can be edited from the 'BOL' field on the 'Shipments Tab of the Sales Order Record View (for SO Shipments) or the 'Home' tab of the Transfer Transaction Record View (for Transfers) while the transactions are in a Status of New. Database Field: ERPxERPh_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: ERPxERPh_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 |
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| Def - Cost Group |
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| Def - Cost Group |
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| nopanel | true |
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Database Field: ERPx_IMCostGroup.CostGroupID |
| Date | Displays the date of the inventory transaction. This can be edited from the 'Shipped' field on the 'Shipments Tab of the Sales Order Record View (for SO Shipments), 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, and 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: ERPxERPh_IMTransactionHeader.TransactionDate |
| Item Attribute Class | | Insert excerpt |
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| Item Attribute Class |
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| Item Attribute Class |
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| nopanel | true |
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This can be edited from the 'Item Attribute Class' selected on the Properties tab of the Item Record View.
| Insert excerpt |
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| Def - Attribute Class |
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| Def - Attribute Class |
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| nopanel | true |
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Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPXERPx_IMItem.AttributeClassSK, ERPxERPh_IMTransactionDetail.ItemSK
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| Item: Description | | Insert excerpt |
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| Item ID & Item Description |
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| Item ID & Item Description |
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| nopanel | true |
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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.
| Insert excerpt |
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| Def - Item ID |
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| Def - Item ID |
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| nopanel | true |
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Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPx ERPh_IMTransactionDetail.ItemSK |
| GL Date | | Insert excerpt |
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| GL Date |
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| GL Date |
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| nopanel | true |
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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: ERPxERPh_IMTransactionHeader.GLDate |
| Owner | | Insert excerpt |
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| Owner - Inventory Lot |
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| Owner - Inventory Lot |
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| nopanel | true |
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This can be edited from the 'Owner' field on the Items grid of the Transaction Record View while the transaction is in a Status of New.
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| Def - Owner |
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| Def - Owner |
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| nopanel | true |
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Database Field: ERPx_IMLotOwner.OwnerName |
Production Batch | | Insert excerpt |
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| Production Batch |
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| Production Batch |
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| nopanel | true |
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Clicking on the link opens the Production Batch Record View. This can be edited from the 'Production Batch' field on the Properties tab of the Production Batch Record View.
| Insert excerpt |
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| Def - Production Batch |
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| Def - Production Batch |
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| nopanel | true |
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| Insert excerpt |
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| Def - Inventory Lot |
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| Def - Inventory Lot |
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| nopanel | true |
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Database Field: ERPx_IMProductionLot.ProductionLotID |
| Production Batch Site | | Insert excerpt |
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| Production Batch Site |
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| Production Batch Site |
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| nopanel | true |
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This can be edited from the 'Production Batch Site' field on the Properties tab of the Production Batch Record View.
Database Fields: ERPx_MFSite.SiteID, ERPx_MFSite.SiteName, ERPx_IMProductionLot.ManufactureSiteSK |
| 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. |