The Cost History Inquiry details all layer costs assigned to lots. The purpose of the inquiry is to display how the current cost is calculated.
This list view also contains columns for each Attribute that is set up for the 'Items' attribute type and the 'Production Batches' attribute type. Additionally, this list view 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, 'Production Batches' attribute type, and the 'Warehouse Lots' attribute type. Additionally, this inquiry also contains columns for each Lot Certification with a certification 'Type' of "Item & Site". Item attributes, Production Batch attributes . 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: 20202024.xx12.xx 16 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 required to return results. It defaults to all Cost Types.
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The lookup contains the values "NON-INV', "Item" and "Lot".
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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:
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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'. This lookup contains the values in the LayerCostingStatus Enumeration Class. | ||||||||
Effective Date |
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Include | A single-select lookup to allow the user to include voided cost history records in the grid. | ||||||||
Item |
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This is |
a multi-select |
lookup |
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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.
The lookup contains a list |
of all Items displayed as [Item ID]: [Item Description]. | |||||||||
Item Class |
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This is |
a multi-select |
lookup |
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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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Lot Owner |
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The lookup contains a list of all Item Classes.
This is a multi-select |
lookup |
to 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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This lookup contains the values in the ?????????????? Enumeration Class.
Inq - Lot OwnerThe lookup contains a list of all Lot Owners. | ||
Reason Code |
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a multi-select |
lookup |
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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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of all the 'Lot Cost Adjustment' Reason Codes. | |||||||||
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Site |
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This is a multi-select |
lookup |
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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.
The lookup contains a list of all active |
Sites displayed as [Site ID]: [Site Name]. |
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Displays the BOL ID entered on the transaction. This field is specific to the Transfer transaction. This can be edited from the 'BOL' field on the 'Home' tab of the Transfer Transaction Record View while the transaction is in a Status of New.
Database Field: ERPx_IMTransactionHeader.BOL
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
Insert excerpt | ||||||
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Identifies the cost rate assigned to the Actual Cost Layer. This can only be edited by adding/editing an 'Actual Cost Layer' or adding/updating an 'Actual Cost Base'.
Insert excerpt Def - Cost
Rate - Actual Def - Cost
Rate - Actual nopanel true
Database Field: ERPx_
IMLotCostHistory.Cost
This is not required and is always editable from the 'Batch Comment' field on the Insert excerpt Batch Comment Batch Comment nopanel true
Properties tab of the
Production Batch record view.
Database Field: ERPx_IMProductionLot.LotComment
This can be edited from the ' Insert excerpt Def - Batch Date Def - Batch Date nopanel true
Batch Date' field on the
Properties tab of the
Production Batch Record View
.
Database Field: ERPx_
IMProductionLot.
DateProduced
Insert excerpt
This Batch Site Batch Site nopanel true
is required and is always editable from the '
Batch Site ID' field on the Properties tab of the
Production Batch Record View.
Database Fields: ERPx_
MFSite.
SiteID,
ERPx_
MFSite.
SiteName, ERPx_
IMProductionLot.
ManufactureSiteSK
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
Insert excerpt Def -
Born on Date Def -
This is a system assigned value that is not editable.Born on Date nopanel true
Database Fields: ERPx_
IMLotBalance.BornOnDate
GL Date Insert excerpt
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Insert excerpt Def - Cost Group Def - Cost Group nopanel true
Database Field: ERPx_IMCostGroup.CostGroupID, ERPx_
IMTransactionHeader.GLDateIMCostGroup.CostGroupDescription, ERPx_IMItem.CostGroupSK
Owner Insert excerpt
Inventory LotUOM -
Owner Cost
Inventory LotUOM -
This is required for Costing and can be edited from the 'OwnerCost UOM' field property on the Items grid 'Advanced Properties' tab of the Transaction Item Record View while the transaction is in a Status of New.Cost nopanel true
Lot - Owner Insert excerpt Def -
Lot - OwnerUOM Def - UOM nopanel true
Database FieldFields: ERPx_IMLotOwnerIMItem.OwnerNameCostUOMSK
Production Batch
Identifies the Costing Method assigned to the Item ID. This can only be edited from the '
Production BatchCosting Method'
fieldproperty on the 'Advanced Properties' tab of the
Production Batch Record View.Database Field: ERPx_IMProductionLot.ProductionLotID
Item Record View.
Database Fields: ERPx_IMLotBalance.ItemSK, ERPx_IMItem.ValuationMethodEN
Displays whether cost changes can be made to the Lot. If the Costing Status is "Open" then cost changes can be made. If the Costing Status is "Closed" then cost changes cannot be made to the Lot.
This can be edited from the '
Batch Date' field on the Properties tab of the Production Batch Record View.Database Field: ERPx_IMProductionLot.DateProduced
Production Batch SiteLayer Costing Status' property on the Mass Update dialog box launched from the Lot Balances List View.
Database Fields: ERPx_IMLotBalance.LayerCostingStatusEN
Production Batch Site Insert excerpt
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Database Fields:ERPx_MFSite.SiteID, Field: ERPx_MFSite.SiteName, ERPx_IMProductionLot.ManufactureSiteSKCountryOfOrigin
Displays the calculated age (in days) of the Production Batch. It is calculated as the (Current Date) - [Batch Date]. This can be edited
by changing the '
Batch Date' field
on the
Database Fields: ERPx_IMTransactionDetail.EffectOnInventoryUnits or ERPx_IMTransactionDetail.EffectOnInventoryWeight
Properties tab of the Production Batch record view. This is not stored in the database.
This is a calculated field that is not stored in the database.
Insert excerpt
Days Until Expiration Days Until Expiration nopanel true
This is a calculated field that is not stored in the database.
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
Insert excerpt
Batch Expiration Date Batch Expiration Date nopanel true
Database Fields: ERPx_MFSite.SiteName, ERPx_MFSite.SiteID, ERPx_IMTransactionHeader.SiteSK
This is editable from the Production Batch Record View.
Database Field: ERPx_IMProductionLot.ExpirationDate
Status Insert excerpt
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Database Fields: ERPx_IMTransactionStatus.TransactionStatusName, ERPx_IMTransactionHeader.TransactionStatusSK
Specifies if the Production Batch has been traded. Displays "Yes" if the 'Traded' field has been set to "Yes" on the Production Batch Record or blank if the field has been set to "No". This can be edited from the 'Traded' field on the Properties tab of the Production Batch record view.
Database Field: ERPx_IMProductionLot.Traded
Item Record View.
Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.InventoryActSK
A Yes/No field to identify if a Lot is expired.
- This will display as "Yes" For Lots with a 'Batch Expiration Date' that is <= the current date.
- This will display as "No" for Lots without a 'Batch Expiration Date' or for Lots with a 'Batch Expiration Date' that is >= the current date.
This is a calculated field that is not stored in the database.
The 'Item ID' and/or the 'Item Description' can be edited from the 'Properties' tab of the Item Record View. Insert excerpt Item ID & Item Description Item ID & Item Description nopanel true
Insert excerpt Def - Item ID Def - Item ID nopanel true
Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPh_IMTransactionDetail.ItemSK
Insert excerpt Last Updated Last Updated nopanel true
Database Field: ERPx_
IMLotCostHistory.
LastUpdated
Insert excerpt
Last Updated By Last Updated By nopanel true
Database Field: ERPx_IMLotCostHistory.LastUser
Identifies the cost rate assigned to the Market Cost Layer. This can only be edited by adding/editing a 'Market Cost Layer' or adding/updating a 'Market Cost Base'.
Transaction Class Insert excerpt Def -
GeneralCost Rate -
Transaction Class Market Def -
GeneralCost Rate - Market nopanel true
Database Field: ERPX_IMTransactionClass.TransactionClassID, ERPx_IMTransactionHeaderIMLotCostHistory.TransactionClassSKMarketCost
Transaction Type Insert excerpt
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Transaction Types Insert excerpt Def -
Transaction TypesOwner Def - Owner nopanel
The SO Shipment and SO Return transaction types only displays when the corresponding invoice is posted.
Database Field: ERPx_IMTransactionType.TransactionTypeID, ERPx_IMTransactionType.TransactionTypeDescription, ERPx_IMTransactionHeader.TransactionTypeSK
true
Database Field: ERPx_IMLotOwner.OwnerName
Production Batch
Insert excerpt
This Production Batch Production Batch nopanel true
can be edited from the '
Production Batch' field on the
Properties
tab of the
Production Batch Record View.
Insert excerpt Def - Production Batch Def - Production Batch nopanel true
Insert excerpt Def -
Inventory Lot Def -
Inventory Lot nopanel true
Database Field: ERPx_
IMProductionLot.ProductionLotID
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Database Fields: ERPx_MFNoteTypeReasonCode.ReasonCode, ERPx_IMLotCostHistory.ReasonCodeSK
Identifies the name of the Vendor, Fisherman, or Grower that the product was received from. If there is only one 'Received From' identified on the Production Batch, the name will be displayed. If there is more than one 'Received from' identified on the Production Batch, the word "Multiple" will be displayed. This can be edited from the '
Rec. From' header field
Database Field: ERPx_IMTransactionDetail.EffectOnInventoryUnits
on the Inventory Receipt record view before the transaction is posted or from the Production Batch Record View at any time.
Database Fields: ERPx_IMLotBalance.ProductionLotSk, ERPx_IMReceivedFrom.ReceivedFrom
Displays the Site ID for the Site where the inventory balances are stored. This is always editable from the Sites Record View.
Insert excerpt
Def -
Site
Def -
Database Field: ERPX_IMItem.DefaultReportingUOMSK
Site nopanel true
Database Fields: ERPx_MFSite.SiteID, ERPx_MFSite.SiteID,
ERPh_IMTransactionHeader.SiteSK
Displays the Site Name for the Site where the inventory balances are stored. This is always editable from the Sites Record View.
UOM Insert excerpt
ScheduleDef -
UOM Site
ScheduleDef -
This field comes from the 'UOM Schedule' property on the 'Properties' tab of the Item Record View and is not editable.Site nopanel true
Database Fields: ERPX_IMItem.UOMScheduleSK, ERPx_IMTransactionDetail.ItemSK
Database Fields: ERPx_MFSite.SiteName, ERPx_IMLotBalance.SiteSK
Identifies how the Cost Layer was added. This is automatically assigned based on how the costs were assigned and is not editable. The options include:
- BOM
- Inherited
- Item Default - Base
- Manual - Base
- Manual - Layer
- Transaction Base
- Transaction Layer
ERPx_IMLotCostHistory.LotCostTypeEN
Identifies the Cost Distribution transaction that added the Cost History record.
Database Fields: ERPx_IMTransactionHeader.VoidDate
Warehouse LotIMLotBalance.LotSK, ERPx_IMLotCostHistory.SourceTransaction
Insert excerpt |
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Database Fields: ERPx_IMWarehouseLot.StorageRenewalDate
Insert excerpt | ||
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Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK
StorageRenewalDay
Insert excerpt
UOM -
Schedule
UOM -
This Schedule nopanel true
field comes 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: ERPx_IMTransactionDetail.EffectOnInventoryWeight
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
Insert excerpt
This Warehouse Lot Warehouse Lot nopanel true
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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