The Cost History Inquiry details all layer costs assigned to Inventory Tracked Items. The purpose of the inquiry is to display how the current cost is calculated.

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 automatically included in the default view. However, because these attributes and lot certifications are user defined, they are not included in the help documentation.

Software Version: 2020.11.13 and newer

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Used to select one or more Cost Types to include. This is a multi-select standard lookup that is not required to return results. It defaults to all Cost Types.

This should be Valuation Type and only include options for Item or Lot, by default non-Sales Inventory Items would be 'Item' not Lot so we do not need the NON-INV.

...

The lookup contains the values "NON-INV', "Item" and "Lot".

...

This lookup contains the value "Voids". Change this option to read 'Voided Cost Layers' also, we could remove the 'Layer Costing Status' parameter and add the option here called 'Lots closed for costing" Default to both being unchecked.

...

The Cost History Inquiry details all layer costs assigned to Inventory Tracked Items. The purpose of the inquiry is to display how the current cost is calculated.

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 automatically included in the default view. However, because these attributes and lot certifications are user defined, they are not included in the help documentation.

Software Version: 2022.06.16 and newer

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This lookup contains the values in the LayerCostingStatus Enumeration Class.

This is a multi-select standard lookup that is not required to return results. It defaults as blank.The lookup contains a list of all Lot Owners.The lookup contains a list of all Item Classes.

Used to select the layer costing status to include in the results. This is a single-select standard lookup that is not required to return results. It defaults to "Open". Remove parameter and move option to Include

true

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

The lookup contains a list of all active Sites.

Trans DateInq - Transaction Date This 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. Change label to 'Cost Layer Effective Date'

Filter Items

Description

Auto Hide Filters

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	Auto Hide Filters
	Auto Hide Filters
nopanel	true

Auto Refresh on Open

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	Auto Refresh on Open
	Auto Refresh on Open
nopanel	true

Costing Method

A multi-select lookup to limit the results to Lots containing Items based on the Item's 'Costing Method'. This defaults to blank (All) and if left blank, all Costing Methods will be included. The lookup contains options for:

NON-INV
Item - Actual
Item - Market
Item - Standard
Lot - Actual

This should be based on what we do with the same data on the Update Costs inquiry.

The lookup contains the values "NON-INV', "Item" and "Lot".

Costing Status

A single-select lookup to limit the results to Lots that are either Open or Closed for Costing. This defaults to 'Open' but can be changed to 'Closed'.

Is this intended to be a single select lookup and not a multi-select lookup?

This lookup contains the values in the LayerCostingStatus Enumeration Class.

Effective Date

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	Date Control Text Box
	Date Control Text Box
nopanel	true

This is used to limit the Cost Layers based on their Effective Data. This defaults to "last 30 Days" but can be changed.

Change label to 'Cost Layer Effective Date'

Include

Item

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	Item ID & Item Description
	Item ID & Item Description
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This is a multi-select lookup to limit the results to Lots for one or more associated Items. This defaults to blank (All) and if left blank, all Items will be included.

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	Def - Item ID
	Def - Item ID
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The lookup contains a list of all Items displayed as [Item ID]: [Item Description].

Item Class

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	Inq - Item Class
	Inq - Item Class
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This is a multi-select lookup to limit the results to Lots containing Items based on the Item's 'Item Class'. This defaults to blank (All) and if left blank, all Item Classes will be included.

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	Def - Item IDClass
	Def - Item IDClass
nopanel	true

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

Item Class

of all Item Classes displayed as [Item Class ID]: [Item Class Description].

Lot Owner

Def - zNot Defined

nopanel

true

Lot Owner

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	Inq - Item ClassLot Owner
	Inq - Item ClassLot Owner
nopanel	true

This This is a multi-select standard lookup that is not required to return results. It defaults as blankto limit the results to Lots that are assigned to one or more owners. This defaults to blank (All) and if left blank, all Owners will be included.

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	Def - Item ClassOwner
	Def - Item ClassOwner
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Inq - Lot Owner

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true

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Def - Owner

nopanel

true

Layer Costing Status

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Def - zNot Defined

Lot Owners.

Reason Code

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	Reason Code
	Reason Code
nopanel	true

This is a multi-select lookup to limit the results to Cost Layers containing the Reason Code(s) selected. This defaults to blank (All) and if left blank, all Cost Layers will be selected regardless of the Reason Code.

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	Def - Reason Code
	Def - Reason Code
nopanel	true

The lookup contains a list of all the 'Lot Cost Adjustment' Reason Codes.

Saved Searches

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	Search Options for Framework 3.0 - Global
	Search Options for Framework 3.0 - Global
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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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Site ID

nopanel

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Site

Def - Site

nopanel

true

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Inq - Transaction Date

Site ID & Name
	Site ID & Name
nopanel	true

This is a

Saved Searches

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Search Options for Framework 3.0 - Global

nopanel

true

multi-select lookup to limit the results to Lots that are in one or more Sites. This defaults to blank (All) and if left blank, all Sites will be included.

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	Def - Site
	Def - Site
nopanel	true

The lookup contains a list of all active Sites displayed as [Site ID]: [Site Name].

Page Detail

This field cannot be edited once the 'Standard Cost' field is applied on the Mass Update dialog box launched from the Update Costs List View.

ERPx_IMLotCostHistory.LotCostTypeEN

TradedThis from the 'Traded' field on the 'Properties' tab of the Production Batch Record View. Database FieldIMProductionLotTraded

Database Field: ERPx_IMLotCostHistory.LastUpdated

Last Updated ByDatabase FieldIMLotCostHistoryLastUserVendor Purchased From can be edited Vendor Purchased From' field Production Batch FieldIMProductionLot.PurchasedFrom Warehouse

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
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Group By Show/Hide

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	Group By Show/Hide - Global
	Group By Show/Hide - Global
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Help

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	Help - Global 3.0
	Help - Global 3.0
nopanel	true

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
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Search Options

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

Fields

Description

Checkbox

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	Checkbox
	Checkbox
nopanel	true

Actual

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	Actual Cost
	Actual Cost
nopanel	true

This field cannot be edited once the 'Actual Cost' field is applied on the Mass Update dialog box launched from the Update Costs List View.

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	Def - Cost - Actual
	Def - Cost - Actual
nopanel	true

Database Field: ERPx_IMLotCostHistory.Cost

Batch Comment

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	Batch Comment
	Batch Comment
nopanel	true

This can be edited from the 'Batch Comment' property on the 'Properties' tab of the Production Batch Record View.

Database Field: ERPx_IMProductionLot.LotComment

Batch Date

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	Production Batch Date
	Production Batch Date
nopanel	true

This can be edited from the 'Batch Date' field on the 'Properties' tab of the Production Batch Record View.

Database Field: ERPx_IMProductionLot.DateProduced

BOM ID

Displays the BOM ID of the Bill of Material record. Clicking on the link opens the corresponding Bill of Materials Record View. This field is only populated if the lot costs have been retrieved from a BOM record. This is not editable.

Database Fields: ERPx_MPBOM.BOMID, ERPx_IMProductionLot.BaseCostBOMSK

Cost Group

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	Cost Group ID
	Cost Group ID
nopanel	true

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
nopanel	true

Database Field: ERPx_IMCostGroup.CostGroupID, ERPx_IMCostGroup.CostGroupDescription, ERPx_IMItem.CostGroupSK

Cost Type

Identifies whether the cost of the item is evaluated using the item or the lot. This can be edited from the 'Valuation Method' property on the 'Properties' tab of the Item Record View.

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	Def - zNot Defined
	Def - zNot Defined
nopanel	true

Database Fields: ERPx_IMItem.ValuationMethodEN

Cost UOM

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

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	Def - UOM
	Def - UOM
nopanel	true

Database Fields: ERPx_IMItem.CostUOMSK

Costing Status

Displays whether the layer costing is Open or Closed. This can be edited from the 'Layer Costing Status' property on the Mass Update dialog box launched from the Lot Balances List View.

Database Fields: ERPx_IMLotBalance.LayerCostingStatusEN

Country of Origin

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	Country of Origin
	Country of Origin
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This can be edited from the 'Country of Origin' field on the 'Properties' tab of the Production Batch Record View.

Database Field: ERPx_IMProductionLot.CountryOfOrigin

Days Since Received

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	Days Since Received
	Days Since Received
nopanel	true

It is calculated as [Current Date - Received Date] and is never editable by a user. This is not stored in the database.

Effective

Displays the Effective date of the cost update event. If the cost event was manually set, then this field cannot be edited once the 'Effective Date' field is applied on the Mass Update dialog box launched from the Update Costs List View. If the cost was updated from BOM, then this field comes 'Effective' field on the 'Cost Inputs' tab of the Bill of Materials Record View and cannot be edited.

Database Field: ERPx_IMLotCostHistory.EffectiveDate

Inventory Balance Sheet Account

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	GL Account - Inventory Balance Sheet
	GL Account - Inventory Balance Sheet
nopanel	true

This can be edited from the 'Inventory Balance Sheet' field on the 'Accounts' tab of the Item Record View.

Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.InventoryActSK

ItemID: 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.

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	Def - Item ID
	Def - Item ID
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Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription

Label Code

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	Label Code
	Label Code
nopanel	true

This can be edited from the 'Label Code' field on the 'Properties' tab of the Production Batch Record View.

Database Field: ERPx_IMProductionLot.LabelCode

Last Updated

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	Last Updated
	Last Updated
nopanel	true

Database Field: ERPx_IMLotCostHistory.LastUpdated

Last Updated By

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	Last Updated By
	Last Updated By
nopanel	true

Database Field: ERPx_IMLotCostHistory.LastUser

Market

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	Market Cost
	Market Cost
nopanel	true

This field cannot be edited once the 'Market Cost' field is applied on the Mass Update dialog box launched from the Update Costs List View.

Database Field: ERPx_IMLotCostHistory.MarketCost

Owner

Insert excerpt

	Owner - Inventory Lot
	Owner - Inventory Lot
nopanel	true

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
	Def - Owner
nopanel	true

Database Field: ERPx_IMLotOwner.OwnerName

Outside Purchase

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	Outside Purchase
	Outside Purchase
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This can be edited from the 'Outside Purchase' field on the 'Properties' tab of the Production Batch Record View.

Database Field: ERPx_IMProductionLot.IsOutsidePurchase

Production Batch

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	Production Batch
	Production Batch
nopanel	true

This can be edited from the 'Production Batch' field on the 'Properties' tab of the Production Batch Record View.

Insert excerpt

	Def - Lot - Production Batch
	Def - Lot - Production Batch
nopanel	true

Database Field: ERPx_IMProductionLot.ProductionLotID

Production Site

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	Batch Site
	Batch Site
nopanel	true

This can be edited from the 'Production Batch Site' field on the 'Properties' tab of the Production Batch Record View.

Database Fields: ERPx_MFSite.SiteName, ERPx_IMProductionLot.ManufactureSiteSK

Reason Code

Displays the reason code selected when the layer costs were updated. This field cannot be edited once the 'Reason' field is applied on the Mass Update dialog box launched from the Update Costs List View.

Database Fields: ERPx_MFNoteTypeReasonCode.ReasonCode, ERPx_IMLotCostHistory.ReasonCodeSK

Received

Displays the date the lot's items were received as determined by the production batch. This is a system assigned value and is never editable by a user.

Database Field: ERPx_IMLotBalance.CreatedDate

Site

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	Site ID
	Site ID
nopanel	true

This comes from the 'Site' field on the 'Home' tab of the Transaction Record View that created the Inventory Lot. 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, ERPx_IMLotBalance.SiteSK

Site Name

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	Site Name
	Site Name
nopanel	true

This comes from the 'Site' field on the 'Home' tab of the Transaction Record View that created the Inventory Lot. This is not editable after the transaction has been saved.

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	Def - Site
	Def - Site
nopanel	true

Database Fields: ERPx_MFSite.SiteName, ERPx_IMLotBalance.SiteSK

Source

Displays the source of the update event. This field is automatically assigned based on how the costs were assigned and is not editable.

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Standard Cost

nopanel

true

Standard

.LotCostTypeEN

Standard Cost Rate

Database Field: ERPx_IMLotCostHistory.StandardCost

TradedStorage Begin Date

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Traded

Def - Storage Begin Date
	Def - Storage Begin Date
nopanel	true

This can only be edited

on the Warehouse Lot List View.

Database Fields: ERPx_

IMWarehouseLot.

DtorageRenewalDate

Updated

Storage Renewal Day

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Last Updated - Date Only

nopanel

true

Updated By

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Last Updated By

Def - Storage Renewal Day
	Def - Storage Renewal Day
nopanel	true

This can only be edited by editing the 'Storage Begin Date' on the Warehouse Lot List View

Database Fields: ERPx_

IMWarehouseLot.

Vendor Purchased From

DtorageRenewalDay

UOM Schedule

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Vendor Purchased From

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 from here.

Database

Fields: ERPx_

IMItem.UOMScheduleSK, ERPh_IMTransactionDetail.ItemSK

Warehouse Lot

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	Warehouse Lot
	Warehouse Lot
nopanel	true

This can be edited from the 'Warehouse Lot' field on the Warehouse Lots List View.

Insert excerpt

	Def - Warehouse Lot
	Def - Warehouse Lot
nopanel	true

Insert excerpt

	Def - Inventory Lot
	Def -

Inventory Lot
nopanel	true

Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK

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