The purpose of this inquiry is to display each transaction that affects the inventory balance of an item. From the inquiry, users may also click the transaction number hyperlink to open the corresponding inventory transaction Record View.
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
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Used to specify the type of transactions and/or values to include. This is a multi-select standard lookup that is not required to return results. If defaults to blank.
This lookup contains the values in the ?????????????? Enumeration Class. (Note to tester - validate this enumeration class has the values for "Item Attributes" and "Voids")
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The lookup contains a list of all Items in the Items master file.
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The lookup contains a list of all Item Classes.
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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
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multi-select standard lookup that is not required to return results. It defaults as blank .
The lookup contains a list of all Items in the Items master file. | |||||||||||||||||||||||||
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The lookup contains a list of all active Sites Item Classes. | |||||||||||||||||||||||||
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The lookup contains a list of all Transaction Classes. | |||||||||||||||||||||||||
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nopanel | true | The lookup contains a list of all Transaction Types configured for the Company. | Saved Filters | ||||||||||||||||||||||
| Insert excerpt | Search Options for Kendo - Global | Search Options for Kendo - Global|||||||||||||||||||||||||
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| Insert excerpt | Favorites Add/Remove - Global | Favorites Add/Remove - Global | ||||||||||||||||||||||||
| nopanel | true | Grid Layout | ||||||||||||||||||||||||
| Insert excerpt | Column Layouts for Kendo - Global | Column Layouts for Kendo - Global | ||||||||||||||||||||||||
| nopanel | true | Help | | Insert excerpt | | Help - Global | Help
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The lookup contains a list of all Transaction Classes, SO Shipment and SO Return. | |||||||||||||||||
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The lookup contains the following options:
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| Insert excerpt | Def - Cost Group | Def - Cost Group | |||||||||||||||||||||||||||||||||||||||||
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| Date | Displays the date of the inventory transaction. This can be edited 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. This can be edited 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: ERPx_IMTransactionHeader.TransactionDate | ||||||||||||||||||||||||||||||||||||||||||
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| Insert excerpt | Item Attribute Class | Item Attribute Class | |||||||||||||||||||||||||||||||||||||||||
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| Insert excerpt | Def - Attribute Class | Def - Attribute Class | |||||||||||||||||||||||||||||||||||||||||
| nopanel | true | Item ID | |||||||||||||||||||||||||||||||||||||||||
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| Insert excerpt | Def - Item ID | Def - Item ID | |||||||||||||||||||||||||||||||||||||||||
| nopanel | true | Item: Description | |||||||||||||||||||||||||||||||||||||||||
| Insert excerpt | Item ID & Item Description | Item ID & Item Description | |||||||||||||||||||||||||||||||||||||||||
| nopanel | true | Refresh - Global
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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
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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.
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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
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
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. Insert excerpt GL Date GL Date nopanel true
Database Field:
ERPh_IMTransactionHeader.GLDate
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Database Fields: ERPx_IMTransactionDetail.EffectOnInventoryUnits or ERPx_IMTransactionDetail.EffectOnInventoryWeight
Database Field: ERPx_IMTransactionHeader.Reference
Displays the Site ID at which the transaction affects the item's balance. 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.
Database Fields: ERPx_MFSite.SiteID, ERPx_IMTransactionHeader.SiteSK
Displays the Site Name at which the transaction affects the item's balance. 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.
Database Fields: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.SiteSK
Class ID' property on the 'Properties' tab of the Item Class Record View.
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Database Field: ERPx_IMItemClass.ClassID
Insert excerpt Item Description Item Description nopanel true
Database Fields: ERPx_IMItem.ItemDescription, ERPh_IMTransactionDetail.ItemSK
Insert excerpt Item ID - LV Item ID - LV nopanel true
Database Fields: ERPx_IMItem.ItemID, ERPh_IMTransactionDetail.ItemSK
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 Item ID & Item Description Item ID & Item Description nopanel true
Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPh_IMTransactionDetail.ItemSK
Insert excerpt Purchase Order Purchase Order nopanel true
Database Field: ERPh_IMTransactionHeader.POHeaderSk
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".
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. Insert excerpt Reference Reference nopanel true
Database Field: ERPh_IMTransactionHeader.Reference
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.
Insert excerpt Def - Site Def - Site nopanel true
Database Fields: ERPx_MFSite.SiteID, ERPh_IMTransactionHeader.SiteSK
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Database Fields: ERPx_IMTransactionStatusAPTransactionStatus.TransactionStatusNameStatusName, ERPxERPh_IMTransactionHeader.TransactionStatusSK
Insert excerpt
Doc Date Doc Date nopanel true
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
Database Field: ERPx_IMTransactionHeader.TransactionID
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
Insert excerpt Transaction
ID Transaction
This ID nopanel true
value is system generated when the transaction is created and is not editable.
Insert excerpt Def - Transaction
ID Def - Transaction
ID nopanel true
Database Field:
ERPh_
IMTransactionHeader.TransactionID
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.Insert excerpt Transaction Type Transaction Type nopanel true
Insert excerpt 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, ERPx ERPh_IMTransactionHeader.TransactionTypeSK
This field can be edited from the 'Inventory Unit UOM' property on the 'Properties' tab of the Item Record View. Insert excerpt UOM - Default IM Units UOM - Default IM Units nopanel true
Insert excerpt Def - UOM Def - UOM nopanel true
Database Field:ERPx ERPh_IMTransactionDetail.EffectOnInventoryUnitsUOMSK
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. Insert excerpt Units - On HandLV Units - On HandLV nopanel true
Database Field: ERPxERPh_IMTransactionDetail.EffectOnInventoryUnits
This can be edited from the 'Default Reporting UOM' property on the 'Properties' tab of the Item Record View.Insert excerpt UOM - Default Reporting UOM - Default Reporting nopanel true
Database Field:
ERPx_IMItem.DefaultReportingUOMSK
This field comes from the 'UOM Schedule' property on the 'Properties' tab of the Item Record View and is not editable.Insert excerpt UOM - Schedule UOM - Schedule nopanel true
Database Fields: ERPX ERPx_IMItem.UOMScheduleSK, ERPx ERPh_IMTransactionDetail.ItemSK
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
On HandInsert excerpt Weight -
On HandLV Weight -
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. LV nopanel true
Database Field: ERPxERPh_IMTransactionDetail.EffectOnInventoryWeight
Default IM Insert excerpt UOM -
Default IM Weight UOM -
This field can be edited from the 'Inventory Weight UOM' property on the 'Properties' tab of the Item record view. Weight nopanel true
Insert excerpt Def - UOM Def - UOM nopanel true
Database Field: ERPxERPh_IMTransactionDetail.EffectOnInventoryWeightUOMSK
Related Topics
Understanding Inventory Balances
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