The purpose of this page is to search and view Inventory Lot information as of a specific date using filter parameters. An Inventory Lot defines the quantity of product that is unique by combination of Item, Site, Production Batch, Warehouse Lot and Owner.

This list view 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: 2020.xx.xx and newer

Table of Contents

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Page Header

Filters

...

The purpose of this inquiry is to display each transaction that affects inventory On Hand balances. 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: 2022.08.26 and newer

Table of Contents

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Page Header

Search

This is a multi-select load on demand lookup that is required to include one or more Sites in the search results. It defaults to all Sites.

Filter Items

Description

Auto Hide Filters

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	Auto Hide Filters
	Auto Hide Filters
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Auto Refresh on Open

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	Auto Refresh on Open
	Auto Refresh on Open
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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
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This This is a multi-select load on demand standard lookup that is not required to return results. It defaults to all Lot Ownersas blank.

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	Def - Lot - Owner
	Def - Lot - Owner
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The lookup contains a list of all Lot Owners.

SiteSaved Searches

Inq - Site

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true

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Inq - Site

Search Options for Framework 3.0 - Global
	Search Options for Framework 3.0 - Global
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Search

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	Def Search - SiteSearch OptionsDef
	Search - SiteSearch Options
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The lookup contains a list of all Sites.

Summarize By

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 -

Summarize By

Site
	Inq -

Summarize By

Site
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This is a singlemulti-select standard lookup that is not required to return results. If defaults to "Inventory Lot".

The lookup contains the following options:

Inventory Lot - summary of the Item, Production Batch, Site, Warehouse Lot and Owner
Item - summary of the Item and Site
Item and Owner - summary of the Item, Owner and Site
Item and Warehouse Lot - summary of the Item, Site and Warehouse Lot ID
Item, Owner and Warehouse Lot - summary of the Item, Site, Owner and Warehouse Lot

Saved Filters Insert excerptGrid Options for Kendo - GlobalGrid Options for Kendo - Globalnopaneltrue →Tom, this is the excerpt I created as a placeholder that we can update and also add a link to another page as you suggested.

Header Toolbar

→Tom, this is the excerpt I created as a placeholder that we can update and also add a link to another page as you suggested.

Displays the Actual Cost, which is the sum of Actual Base Cost and Actual Layer Costs, assigned to the lot. This can be edited using the Mass Update dialog box on the Update Costs List View or the 'Update Costs From BOM' toolbar icon on the Update Costs List View.

Database Field: ERPx_IMLotCostHistory.Cost

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.

Database Field: ERPx_IMCostGroup.CostGroupID

Displays the Extended Actual Cost, which is the product of Actual Cost and On Hand Unit/Weight, assigned to the lot. This can be edited using the Mass Update dialog box on the Update Costs List View or the 'Update Costs From BOM' toolbar icon on the Update Costs List View. This can also be edited by updating On Hand Unit or On Hand Weight quantities. This value is not stored in the database.

On Hand Units are used in the calculation when the 'Cost UOM' field on the 'Properties' tab of the Item Record View has a unit UOM. On Hand Weight is used in the calculation when the 'Cost UOM' field on the 'Properties' tab of the Item Record View has a weight UOM.

Displays either the Extended Standard Cost or the Extended Market Cost, whichever is lower. This can be edited using the Mass Update dialog box on the Update Costs List View or the 'Update Costs From BOM' toolbar icon on the Update Costs List View. This can also be edited by updating On Hand Unit or On Hand Weight quantities. This value is not stored in the database.

Displays the Extended Market Cost, which is the product of Market Cost and On Hand Unit/Weight, assigned to the lot. This can be edited using the Mass Update dialog box on the Update Costs List View or the 'Update Costs From BOM' toolbar icon on the Update Costs List View. This can also be edited by updating On Hand Unit or On Hand Weight quantities. This value is not stored in the database.

On Hand Units are used in the calculation when the 'Cost UOM

Toolbar Icons

Description

Excel

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Excel - LV

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true

Favorites

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Favorites Add/Remove - Global

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true

Grid Layout

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Grid Layout for Kendo - Global

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Help

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Help - Global

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Refresh

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Refresh - Global

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Fields

Description

Actual Cost

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Def - Cost - Actual

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As Of Date

Identifies the cutoff transaction date to view Inventory balances that occur on and before this date. This can be edited from the 'As Of Date' in the 'Filters' tab.

Database Fields: ERPx_IMTransactionHeader.TransactionDate, ERPx_SOorderHeader.OrderDate

Cost Group

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Def - Cost Group

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true

Date Produced

Displays the date on which the Production Patch was produced. This can be edited from the 'Batch Date' field on the Properties tab of the Production Batch record view. When the 'Summarize By' inquiry parameter is set to "Item", "Item and Owner", "Item and Warehouse Lot" or "Item, Owner and Warehouse Lot", this field will be displayed as "**Not Included".

Database Field: ERPx_IMProductionLot.DateProduced

Extended Actual Cost

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Def - Cost - Actual

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Extended Lower of Cost or Market Cost

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Def - Cost - Standard

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Def - Cost - Market

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Extended Market Cost

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Def - Cost - Market

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It defaults as blank.

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	Def - Site
	Def - Site
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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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	Date Control Text Box
	Date Control Text Box
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This is 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
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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 Types
	Def - Transaction Types
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The lookup contains the following options:

01: Receipt
02: Production Input
03: Production Output
04: Transfer Outbound (1 Part)
05: Transfer Receipt (1 Part)
06: Transfer Outbound (2 Part)
07: Transfer Receipt (2 Part)
08: SO Shipment
09: SO Return
10: Adjustment

Page Detail

Item used in the calculation when the 'Cost UOM' field has a unit UOM. On Hand Weight is has a weight UOM.

Displays the Extended Standard Cost, which is the product of Standard Cost and On Hand Unit/Weight, assigned to the lot. This can be edited using the Mass Update dialog box on the Update Costs List View or the 'Update Costs From BOM' toolbar icon on the Update Costs List View. This can also be edited by updating On Hand Unit or On Hand Weight quantities. This value is not stored in the database.

On Hand Units are used in the calculation when the 'Cost UOM' field This can be edited from the 'Item Description' property on the 'Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.ItemDescription

To avoid duplicate rows where only the item description is different, this field will always display an item’s current description, and not any historical descriptions.

Displays either the Standard Cost or the Market Cost, whichever is lower. This can be edited using the Mass Update dialog box on the Update Costs List View or the 'Update Costs From BOM' toolbar icon on the Update Costs List View.

Database Field: ERPx_IMLotCostHistory.StandardCost or ERPx_IMLotCostHistory.MarketCost

Units On HandUnits On Hand This can be updated when units for an item on an inventory transaction has been Posted or units for an allocated item on a sales order has been Posted. This is a calculated field and not stored in the database.
On Hand WeightWeight - On Hand This can be updated when weight for an item on an inventory transaction has been Posted or weight for an allocated item on a sales order has been Posted. This is a calculated field and not stored in the database.
Owner NameOwner - Inventory Lot comes Owner for a line item on the Items grid on an Inventory transaction. This is not editable after the transaction has been Saved. When the 'Summarize By' inquiry parameter is set to "Item" or "Item and Warehouse Lot", this field will be displayed as "**Not Included".

Database Field: ERPx_IMLotOwner.OwnerName

This can be edited from the 'Production Batch' field on the Properties tab of the Production Batch record view. When the 'Summarize By' inquiry parameter is set to "Item", "Item and Owner", "Item and Warehouse Lot" or "Item, Owner and Warehouse Lot", this field will be displayed as "**Not Included"Site ID from Site field Home Inventory transaction or the 'Default Site' field on the 'Home' tab of the Sales Order transaction Saved Site Site FieldsMFSiteSiteIDERPxIMLotBalance.SiteSKDisplays the Standard Cost, which is the sum of Standard Base Cost and Standard Layer Costs, assigned to the lot. This can be edited using the Mass Update dialog box on the Update Costs List View or the 'Update Costs From BOM' toolbar icon on the Update Costs List Units Units field Inventory Unit record view.
Def Def UOM Field: ERPX_IMItem.DefaultIMUnitUOMSK This can be edited from the 'Warehouse Lot' field on the Warehouse Lots list view. When the 'Summarize By' inquiry parameter is set to "Item" or "Item and Owner", this field will be displayed as "**Not Included".

Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK

UOM - Weight field Inventory UOM' property on the 'Properties' tab of the Item record view.

Database Field: ERPx_IMLotBalance.WeightUOMSK

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
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More Actions

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	More Actions - Global 3.0
	More Actions - Global 3.0
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RV: Item - Opens the Item Record View, in a new tab, for a selected Item.
RV 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.
RV: 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.
RV: 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.

Quick Column Filter

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	Quick Column Filter
	Quick Column Filter
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Print

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	Print - LV 3.0
	Print - LV 3.0
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Refresh

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	Refresh - Global 3.0
	Refresh - Global 3.0
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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
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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: ERPh_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

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: ERPh_IMTransactionHeader.GLDate

Item Class ID

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	Item Class
	Item Class
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This can be edited from the 'Class ID' property on the 'Properties' tab of the Item Class Record View

Extended Standard Cost

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Def - Cost - Standard

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.

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	Def - Item Class
	Def - Item Class
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Database Field: ERPx_IMItemClass.ClassID

Item Description

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	Item Description
	Item Description
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Database Fields: ERPx_IMItem.ItemDescription, ERPh_IMTransactionDetail.ItemSK

Item ID

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	Item ID - LV
	Item ID - LV
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Database Fields: ERPx_IMItem.ItemID, ERPh_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

has a unit UOM. On Hand Weight is used in the calculation when the 'Cost UOM' field on the 'Properties' tab of the Item Record View has a weight UOM.

Item

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Item ID & Item Description

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Lower of Cost or Market Cost

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Def - Cost - Standard

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Def - Cost - Market

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Market Cost

Displays the Market Cost, which is the sum of Market Base Cost and Market Layer Costs, assigned to the lot. This can be edited using the Mass Update dialog box on the Update Costs List View or the 'Update Costs From BOM' toolbar icon on the Update Costs List View

.

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

PO #

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	Purchase Order
	Purchase Order
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Database Field: ERPh_IMTransactionHeader.POHeaderSk

Quantity

Displays the unit 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: ERPh_IMTransactionDetail.EffectOnInventoryUnits or ERPh_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
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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: ERPh_IMTransactionHeader.Reference

Site ID

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 -

Cost - Market

Site
	Def -

Cost - Market

Site
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Database

Field

Fields:ERPx

_IMLotCostHistory.MarketCostOn Hand Units

_MFSite.SiteID, ERPh_IMTransactionHeader.SiteSK

Status

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	Status
	Status
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	Def -

Status

	Def -

Status
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The Statuses that apply to transaction in this List View include:

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	Def - Status - Posted
	Def - Status - Posted
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	Def - Status - Void
	Def - Status - Void
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Weight - On Hand

Def - Status - Replaced
	Def - Status - Replaced
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Database Fields: ERPx_APTransactionStatus.StatusName, ERPh_IMTransactionHeader.TransactionStatusSK

Trans Date

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Owner - Inventory Lot

Doc Date
	Doc Date
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This

can be edited from the '

GL Date' field

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Def - Lot - Owner

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true

Production Batch

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Production Batch

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true

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: ERPh_IMTransactionHeader.TransactionDate

Transaction ID

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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 - Lot - Production BatchTransaction ID
	Def - Lot - Production BatchTransaction ID
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Database Field: ERPxERPh_IMProductionLotIMTransactionHeader.ProductionLotIDTransactionID

Site

Transaction Type

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Site ID

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

Database

Field: ERPx_

IMTransactionType.

TransactionTypeDescription,

ERPh_

Standard Cost

IMTransactionHeader.TransactionTypeSK

Units UOM

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	UOM - Units
	UOM - Units
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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 -

Cost - Standard

UOM
	Def -

Cost - Standard

UOM
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Database Field:

ERPx

ERPh_

IMLotCostHistory.StandardCost

Summarize By

Identifies how the search results are grouped. This comes from the 'Summarize By' inquiry parameter field in the 'Filters' tab. This is not stored in the database.

Unit

IMTransactionDetail.EffectOnInventoryUnitsUOMSK

Units

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	Units - LV
	Units - LV
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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: ERPh_IMTransactionDetail.EffectOnInventoryUnits

UOM

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	UOM -

Default Reporting
	UOM -

Default Reporting
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This

can be edited from the '

Default Reporting UOM' property on the 'Properties' tab of the Item

Record View.

Database Field: ERPx_IMItem.DefaultReportingUOMSK

UOM Schedule

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	UOM - Schedule
	UOM

-

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

Database

Warehouse Lot

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Warehouse Lot

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true

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Def - Lot - Warehouse Lot

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Weight UOM

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UOM - Weight

Fields: ERPx_IMItem.UOMScheduleSK, 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: ERPh_IMTransactionHeader.VoidDate

Weight

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	Weight - LV
	Weight - LV
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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: ERPh_IMTransactionDetail.EffectOnInventoryWeight

Weight UOM

Displays the year which the Production Patch was produced. This

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Def

	UOM - Weight
	UOM

Def

-

UOM

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true

Year Produced

Weight
nopanel	true

This field can be edited from the '

Batch Date' field

Inventory Weight UOM' property on the 'Properties' tab of the

Production Batch record view. When the 'Summarize By' inquiry parameter is set to "Item", "Item and Owner", "Item and Warehouse Lot" or "Item, Owner and Warehouse Lot", this field will be displayed as "**Not Included".

Item record view.

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	Def - UOM
	Def - UOM
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Database Field:

ERPx

ERPh_

IMProductionLot

IMTransactionDetail.

DateProduced

EffectOnInventoryWeightUOMSK

Version	Old Version 1	New Version Current
Changes made by	Janice Dannenberg (Unlicensed)	Tom Williams
Saved on	Aug 17, 2020	Jun 03, 2024

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