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Inventory Transactions are used to manage perpetual item and lot balances. The purpose of this page is to view, add, edit, remove, and post Inventory Adjustment, Production, Receipt, Transfer and Transfer Receipt Transactions.  Additionally, users can Mass Update the Status of multiple transactions at once, view Shipment Details for Transfer transactions and Void/Correct transactions.

(lightbulb) This list view also contains columns for each Attribute that is set up for the 'Inventory' attribute type. Because these are user defined, they are not included in the default view but can be added a saved layout. Inventory attributes are not included in the help documentation.

Software Version: 20202021.1211.0124 and newer

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  This Doc Doc not Home while in the status of New.  For Transfer type transactions this is the 'Transferred On' date ERPxTransactionDateGL Date This is required and can be edited from the 'Properties' tab on the Transfer transaction record view.  If no value is specified, this field will be populated with the transaction date on save. GLDateTransaction Transaction  Clicking on the link opens the corresponding transaction record view.  This is a system assigned value and is never editable by a user Transaction ID Transaction IDTransactionID
Toolbar IconsDescription
Delete
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Delete - LV 3.0
Delete - LV 3.0
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Column Filter Show/Hide
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Column Filter Show/Hide - Global
Column Filter Show/Hide - Global
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Edit
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Edit - LV 3.0
Edit - LV 3.0
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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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Mass Update

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Mass Update - Global 3.0
Mass Update - Global 3.0
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  • Status: A single-select lookup that defaults to "(No Change)", but also has options for "New", "Approved" and "Ready to Post". Assigns the selected Status to selected/filtered transactions when Apply is clicked.
More Actions

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More Actions - Global
More Actions - Global
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New

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New - Multi-Select Trans Type - Global
New - Multi-Select Trans Type - Global
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  • Adjustment: A transaction to adjust the amount On Hand balances of items in inventory.
  • Production: A transaction to record productions or production issues of inventory itemsproduction, both for items consumed (Inputs) and items created (Output).
  • Receipt: A transaction to record the receipt of inventory purchased and received.
  • Transfer: A transaction to record the transfer of inventory items from one site to anotherbetween Sites.
Print
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Print - LV 3.0
Print - LV 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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Saved Column
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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View

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View - Inquiry Grid 3.0
View - Inquiry Grid 3.0
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  • 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.
FieldsDescription
Checkbox
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Checkbox
Checkbox
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BOL

Identifies the Bill of Lading reference/ID that was entered on the corresponding Transfer transaction. If no value was entered by the user, this field is populated with the Transaction ID of the corresponding Transfer when the record is saved.  This is not required and can be edited on the 'Home' tab of the record view.  This field is always editable while the transaction is in a status of New.

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Def - Bill of Lading
Def - Bill of Lading
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Database Field: ERPx_IMTransactionHeader.BOL

Comment

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Comment - Header
Comment - Header
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Database Field: ERPx_IMTransactionHeader.Description

Corrected From

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Corrected From
Corrected From
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 This field only displays a value when the transaction was corrected and is never editable.  

Database Field: ERPx_IMTransactionHeader.CorrectedFromTransactionHeaderSK

Created 

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Created
Created
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Database Field: ERPx_IMTransactionHeader.CreatedDate

Created By

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Created By
Created By
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Database Field: ERPx_IMTransactionHeader.CreatedBy

GL Date

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GL Date

GL Date
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 This is

required and can be edited from the '

Properties' tab on the Transfer transaction record view

.  If no value is specified, this field will be populated with the transaction date on save. 

Database Field:

 ERPx_IMTransactionHeader.GLDate

Last Updated

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Last Updated
Last Updated
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Database Field: ERPx_IMTransactionHeader.LastUpdated

Last Updated By

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Last Updated By
Last Updated By
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Database Field: ERPx_IMTransactionHeader.

LastUser

GL
DatePO #

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GL Date

Purchase Order
Purchase Order
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Database Field: ERPx_IMTransactionHeader.POHeaderSk

Received From

Identifies the name of the entity (Vendor, Fisherman, Grower, etc.) the product was received from. 

This is only required if a PO # has been entered on the transaction. This is editable when the transaction is in a Status of "New" for Receipts that are not linked to a PO #. For Receipts that are linked to a PO #, this is not editable.

Database Field: ERPx_IMTransactionHeader.

ReceivedFrom

Reference

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Reference
Reference
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 This is not required and can be edited from the 'Home' tab on the record view while in the status of New. 

Database Field: ERPx_IMTransactionHeader.Reference

Site ID

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Site ID
Site ID
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 This is required and can be edited from the 'Home' tab on the record view while in the status of New prior to Save. 

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Def - Site
Def - Site
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Database Fields: ERPx_MFSite.SiteID, ERPx_IMTransactionHeader.SiteSK

Site Name

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Site Name - LV
Site Name - LV
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Database Fields: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.SiteSK

Status

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Status
Status
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 This is required and can be edited from the 'Status' on the 'Home' tab of the Adjustment, Production, Receipt and Transfer Record View and represents the status of the transaction. This is always editable while the transaction is in a Status of 'New' or 'Approved'.

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Def - Status
Def - Status
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 The Statuses that apply to transactions in this List View include:

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Def - Status - New
Def - Status - New
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Def - Status - Approved
Def - Status - Approved
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Def - Status - Ready to Post
Def - Status - Ready to Post
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Database Field: ERPx_IMTransactionStatus.TransactionStatusName, ERPx_IMTransactionHeader.TransactionStatusSK

To Site ID

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To Site ID
To Site ID
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 This is required and can be edited from the 'Home' tab on the record view while in the status of New prior to Save.  This field is only visible on Transfer type transactions. 

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Def - Site
Def - Site
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Database Field: ERPx_MFSite.SiteID, ERPx_IMTransactionHeader.ToSiteSK

To Site Name

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To Site Name
To Site Name
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 This is required and can be edited from the 'Home' tab on the record view while in the status of New prior to Save.  This field is only visible on Transfer type transactions. 

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Def - Site
Def - Site
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Database Field: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.ToSiteSK

Trans Date

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Doc Date
Doc Date
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 This is not required and can be edited from the 'Home' tab on the record view while in the status of New.  For Transfer type transactions this is the 'Transferred On' date. 

Database Field: ERPx_IMTransactionHeader.TransactionDate

Transaction Class

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Transaction Class
Transaction Class
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 This is required and is a system assigned value based on which transaction class the user created the transaction in.  It is never editable by a user. 

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Def - Transaction Class - General
Def - Transaction Class - General
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Database Field: ERPX_IMTransactionClass.TransactionClassID,ERPx_IMTransactionHeader.TransactionClassSK

Trans

Transaction ID

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Transaction ID
Transaction ID
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 Clicking on the link opens the corresponding transaction record view.  This is a system assigned value and is never editable by a user. 

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Def - Transaction ID
Def - Transaction ID
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Database Field: ERPx_IMTransactionHeader.TransactionID

Transaction Type

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Transaction Type
Transaction Type
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 This is a system assigned value and is never editable by a user.  The transaction types are: Adjustment, Production, Receipt and Transfer. 

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Def - Transaction Types
Def - Transaction Types
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Database Field: ERPx_IMTransactionType.TransactionTypeDescription, ERPx_IMTransactionHeader.TransactionTypeSK

Transaction
Via Site ID

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Via Site ID

Via Site ID
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 This is not required and can be edited from the 'Home' tab on the record view while in the status of New prior to Save.  This field is only visible on Transfer type transactions. 

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Def -

Site
Def -

Site
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Database Field: ERPx_MFSite.SiteID, ERPx_IMTransactionHeader.

ViaSiteSK

Via Site Name

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Via Site Name
Via Site Name
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 This is not required and can be edited from the 'Home' tab on the record view while in the status of New prior to Save.  This field is only visible on Transfer type transactions. 

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Def - Site
Def - Site
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Database Field: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.ViaSiteSK

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