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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.

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: 2021.05.21 and newer

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Filter Items

Description

Include

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	Inq - Include - Inv
	Inq - Include - Inv
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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

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	Inq - Item
	Inq - Item
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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 - Item ID
	Def - Item ID
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The lookup contains a list of all Items in the Items master file.

Item Class

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	Inq - Item Class
	Inq - Item Class
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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 - Item Class
	Def - Item Class
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The lookup contains a list of all Item Classes.

Lot Owner

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	Inq - Lot Owner
	Inq - Lot Owner
nopanel	true

This is a multi-select standard lookup that is not required to return results. It defaults as blank.

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	Def - Owner
	Def - Owner
nopanel	true

The lookup contains a list of all Lot Owners.

Search

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	Search - Search Options
	Search - Search Options
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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]

Site

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	Inq - Site
	Inq - Site
nopanel	true

This is a multi-select standard lookup that is not required to return results. It defaults as blank.

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	Def - Site
	Def - Site
nopanel	true

The lookup contains a list of all active Sites.

Trans Class

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	Inq - Transaction Class
	Inq - Transaction Class
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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
	Def - Transaction Class - General
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The lookup contains a list of all Transaction Classes, SO Shipment and SO Return.

Trans Date

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	Inq - Transaction Date
	Inq - Transaction Date
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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.

Trans Type

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	Inq - Transaction Type
	Inq - Transaction Type
nopanel	true

This is a multi-select standard lookup that is not required to return results. It defaults as blank.

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	Def - Transaction Types
	Def - Transaction Types
nopanel	true

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

Saved Searches

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	Search Options for Framework 3.0 - Global
	Search Options for Framework 3.0 - Global
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Toolbar Icons

Description

Column Filter Show/Hide

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	Column Filter Show/Hide - Global
	Column Filter Show/Hide - Global
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Excel

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	Excel - LV 3.0
	Excel - LV 3.0
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Favorites

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	Favorites Add/Remove - Global
	Favorites Add/Remove - Global
nopanel	true

Group By Show/Hide

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	Group By Show/Hide - Global
	Group By Show/Hide - Global
nopanel	true

Help

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	Help - Global 3.0
	Help - Global 3.0
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Quick Column Filter

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	Quick Column Filter
	Quick Column Filter
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Refresh

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	Refresh - Global 3.0
	Refresh - Global 3.0
nopanel	true

Saved Layouts

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	Column Layouts for Framework 3.0 - Global
	Column Layouts for Framework 3.0 - Global
nopanel	true

Search Options

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	Search Options - Inquiry Grid 3.0
	Search Options - Inquiry Grid 3.0
nopanel	true

View

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	View - Inquiry Grid 3.0
	View - Inquiry Grid 3.0
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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.

Fields

Description

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: 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.

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	Def - Cost Group
	Def - Cost Group
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Database Field: ERPx_IMCostGroup.CostGroupID

Date

Displays the date of the inventory transaction. This can be edited from the 'GL Date' 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

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	Item Attribute Class
	Item Attribute Class
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This can be edited from the 'Item Attribute Class' selected on the Properties tab of the Item Record View.

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	Def - Attribute Class
	Def - Attribute Class
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Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPX_IMItem.AttributeClassSK, ERPxERPh_IMTransactionDetail.ItemSK

Item: Description

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	Item ID & Item Description
	Item ID & Item Description
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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.

Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPx ERPh_IMTransactionDetail.ItemSK

GL Date

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	GL Date
	GL Date
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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

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: ERPxERPh_IMTransactionDetail.EffectOnInventoryUnits or ERPxERPh_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

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	Reference
	Reference
nopanel	true

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: ERPxERPh_IMTransactionHeader.Reference

Site

Displays the Site ID for the Site where the transaction occurred. 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.

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	Def - Site
	Def - Site
nopanel	true

Database Fields: ERPx_MFSite.SiteID, ERPxERPh_IMTransactionHeader.SiteSK

Transaction

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

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	Def - Transaction ID
	Def - Transaction ID
nopanel	true

Database Field: ERPxERPh_IMTransactionHeader.TransactionID

Transaction Type

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	Transaction Type
	Transaction Type
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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.

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	Def - Transaction Types
	Def - Transaction Types
nopanel	true

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

Database Field: ERPx_IMTransactionType.TransactionTypeDescription, ERPxERPh_IMTransactionHeader.TransactionTypeSK

Units UOM

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	UOM - Default IM Units
	UOM - Default IM Units
nopanel	true

This field can be edited from the 'Inventory Unit UOM' property on the 'Properties' tab of the Item Record View.

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	Def - UOM
	Def - UOM
nopanel	true

Database Field:ERPx ERPh_IMTransactionDetail.EffectOnInventoryUnitsUOMSK

Units

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	Units - On Hand
	Units - On Hand
nopanel	true

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: ERPxERPh_IMTransactionDetail.EffectOnInventoryUnits

UOM

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	UOM - Default Reporting
	UOM - Default Reporting
nopanel	true

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

Database Field:

ERPX

ERPx_IMItem.DefaultReportingUOMSK

UOM Schedule

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	UOM - Schedule
	UOM - Schedule
nopanel	true

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

Database Fields: ERPX ERPx_IMItem.UOMScheduleSK, ERPx ERPh_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:ERPxERPh_IMTransactionHeader.VoidDate

Weight

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	Weight - On Hand
	Weight - On Hand
nopanel	true

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: ERPxERPh_IMTransactionDetail.EffectOnInventoryWeight

Weight UOM

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	UOM - Default IM Weight
	UOM - Default IM Weight
nopanel	true

This field can be edited from the 'Inventory Weight UOM' property on the 'Properties' tab of the Item record view.

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	Def - UOM
	Def - UOM
nopanel	true

Database Field: ERPxERPh_IMTransactionDetail.EffectOnInventoryWeightUOMSK

Version	Old Version 33	New Version 34
Changes made by	Janice Dannenberg	Emma Greenwood
Saved on	May 25, 2021	Jul 16, 2021

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