Versions Compared

Version Old Version 18 New Version Current
Changes made by

Janice Dannenberg (Unlicensed)

Tom Williams

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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 ViewThe 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.

(lightbulb) 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: 20202022.xx08.xx 26 and newer

Table of Contents
typeflat

Page Header

Used to specify the type of transactions and/or values to include. This 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") This is a text box that is not required to return results and defaults as blank.

The lookup contains a list of all Lot Owners.

Inq - Site
Filter ItemsDescription
Auto Hide Filters
Insert excerpt
Auto Hide Filters
Auto Hide Filters
nopaneltrue
Auto Refresh on Open
Insert excerpt
Auto Refresh on Open
Include
Auto Refresh on Open
nopaneltrue
Include

Insert excerpt
Inq - Include - Inv
Inq - Include - Inv
nopaneltrue
 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

Insert excerpt
Inq - Item
Inq - Item
nopaneltrue
This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt
Def - Item ID
Def - Item ID
nopaneltrue

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

Item Class

Insert excerpt
Inq - Item Class
Inq - Item Class
nopaneltrue
This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt
Def - Item Class
Def - Item Class
nopaneltrue

The lookup contains a list of all Item Classes.

Lot OwnerSearch - Search Options
nopaneltrue
Site

Insert excerpt
Inq - Lot Owner
Inq - Lot Owner
nopaneltrue
 This is a multi
-
select standard lookup that is not required to return results. It defaults as blank.
Insert excerpt
Def - OwnerDef - Owner
nopaneltrue
Search
Insert excerpt
Search - Search Options

Insert excerpt
Inq - Site
Lot Owner
nopaneltrue
 This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt
Def - SiteOwner
Def - SiteOwner
nopaneltrue

The lookup contains a list of all active Sites.

Transaction Class

Lot Owners.

Saved Searches
Insert excerpt
Search Options for Framework 3.0 - Global
Search Options for Framework 3.0 - Global
nopaneltrue
Search

Insert excerpt
Search - Search Options
Search - Search Options
nopaneltrue

  • 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

Insert excerpt
Inq -
Transaction Class
Site
Inq -
Transaction Class
Site
nopaneltrue
This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt
Def -
Transaction Class - General
Site
Def -
Transaction Class - General
Site
nopaneltrue

The lookup contains a list of all Transaction Classesactive Sites.

Transaction DateToolbar IconsDescriptionTrans Class

Insert excerpt
Inq - Transaction
Date
Class
Inq - Transaction
Datenopaneltrue This is a 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 as blank.

Transaction Type

Insert excerptInq - Transaction TypeInq - Transaction Type

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

Insert excerpt
Def - Transaction
Types
Class - General
Def -
Transaction Typesnopaneltrue

The lookup contains a list of all Transaction Types configured for the Company.

Saved Search OptionsColumn Filter Show/Hide

Insert excerptSearch Options for Framework 3.0 - GlobalSearch Options for Framework 3.0 - Global

Transaction Class - General
nopaneltrue
  

Header Toolbar

The lookup contains a list of all Transaction Classes, SO Shipment and SO Return.

Trans DateColumn Filter Show/Hide - Global

Insert excerpt

Column Filter Show/Hide - Global

Date Control Text Box
Date Control Text Box
nopaneltrue

Excel

 This is required to return results and defaults with a date range of the past 30 days.

Trans TypeExcel - LV 3.0

Insert excerpt

Excel - LV 3.0

Inq - Transaction Type
Inq - Transaction Type
nopaneltrue

FavoritesFavorites Add/Remove - Global

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

Insert excerpt

Favorites Add/Remove - Global

Group By Show/Hide - GlobalGroup By Show/Hide - GlobalnopaneltrueHelp Insert excerptHelp - Global 3.0Help - Global 3.0nopaneltrueQuick Filter

Def - Transaction Types
Def - Transaction Types
nopaneltrue

Group By Show/Hide Insert excerpt

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

Refresh Global Refresh Global Column Layouts for Framework 3.0 Column Layouts for Framework 3.0

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

This can be edited from the 'Item Attribute Class' selected on the Properties tab of the Item Record View.

Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPX_IMItem.AttributeClassSK, ERPx_IMTransactionDetail.ItemSK

This field is not editable.

Database Fields: ERPx_IMItem.ItemID, ERPx_IMTransactionDetail.ItemSK

This can be edited from the 'Item Description' property on the 'Properties' tab of the Item Record View.
Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPx_IMTransactionDetail.ItemSK ERPxDisplays the unit quantity or weight quantity of the item in the default reporting UOM. This 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.

Database Fields: ERPx_IMTransactionDetail.EffectOnInventoryUnits or ERPx_IMTransactionDetail.EffectOnInventoryWeight

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: 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

For inventory transactions, this can be edited from the 'Status' field 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'. For sales transactions, SO Shipments and SO Returns will only ever display if the transaction has been Posted.

Class ID' property on the 'Properties' tab of the Item Class Record View.  

Toolbar IconsDescription
Column Filter Show/Hide
Insert excerpt
Quick
Column Filter Show/Hide - Global
Quick
Column Filter Show/Hide - Global
nopaneltrue
RefreshExcel
Insert excerpt
Excel -
LV 3.0
Excel -
LV 3.0
nopaneltrue
Saved Column LayoutsFavorites
Insert excerpt
Favorites Add/Remove - Global
Favorites Add/Remove - Global
nopaneltrue
ViewOpens the Shipment Details Record View, which displays shipment details for the selected transaction.
FieldsDescription
BOL

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

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

Cost Group
Insert excerpt
Def - Cost GroupDef - Cost Group
nopaneltrue
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

Item Attribute Class
Insert excerpt
Item Attribute ClassItem Attribute Class
nopaneltrue
Insert excerpt
Def - Attribute ClassDef - Attribute Class
nopaneltrue
Item ID
Insert excerpt
Item IDItem ID
nopaneltrue
Insert excerpt
Def - Item IDDef - Item ID
nopaneltrue
Item: Description
Insert excerpt
Item ID & Item DescriptionItem ID & Item Description
nopaneltrue
Group By Show/Hide
Insert excerpt
Group By Show/Hide - Global
Group By Show/Hide - Global
nopaneltrue
Help
Insert excerpt
Help - Global 3.0
Help - Global 3.0
nopaneltrue
More Actions

Insert excerpt
More Actions - Global 3.0
More Actions - Global 3.0
nopaneltrue
 

  • 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
Insert excerpt
Quick Column Filter
Quick Column Filter
nopaneltrue
Print
Insert excerpt
Print - LV 3.0
Print - LV 3.0
nopaneltrue
Refresh

Insert excerpt
Refresh - Global 3.0
Refresh - Global 3.0
nopaneltrue

Saved Layouts
Insert excerpt
Column Layouts for Framework 3.0 - Global
Column Layouts for Framework 3.0 - Global
nopaneltrue
Search Options
Insert excerpt
Search Options - Inquiry Grid 3.0
Search Options - Inquiry Grid 3.0
nopaneltrue
FieldsDescription
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

Insert excerpt
GL Date
GL Date
nopaneltrue
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

Quantity

Item Class ID

Insert excerpt
Item Class
Item Class
nopaneltrue
 This can be edited from the '

Reference
Insert excerpt
ReferenceReference
nopaneltrue
Site
Insert excerpt
Def - SiteDef - Site
nopaneltrue
Site Name
Insert excerpt
Def - SiteDef - Site
nopaneltrue
Status
Insert excerpt
StatusStatus
nopaneltrue
Insert excerpt
Def - Item Class
Def - Item Class
nopaneltrue

Database Field: ERPx_IMItemClass.ClassID

Item Description

Insert excerpt
Item Description
Item Description
nopaneltrue

Database Fields: ERPx_IMItem.ItemDescription, ERPh_IMTransactionDetail.ItemSK

Item ID

Insert excerpt
Item ID - LV
Item ID - LV
nopaneltrue

Database Fields: ERPx_IMItem.ItemID, ERPh_IMTransactionDetail.ItemSK

Item: Description

Insert excerpt
Item ID & Item Description
Item ID & Item Description
nopaneltrue
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.

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

PO #

Insert excerpt
Purchase Order
Purchase Order
nopaneltrue

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

Insert excerpt
Reference
Reference
nopaneltrue
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.

Insert excerpt
Def - Site
Def - Site
nopaneltrue

Database Fields: ERPx_MFSite.SiteID, ERPh_IMTransactionHeader.SiteSK

Status

Insert excerpt
Status
Status
nopaneltrue
  

Insert excerpt
Def - Status
Def - Status
nopaneltrue
The  The Statuses that apply to transactions transaction in this inquiry List View include:

Insert excerpt
Def - Status - OpenPosted
Def - Status - OpenPosted
nopaneltrue
Open transactions are transactions in a status of New or Approved. 

Insert excerpt
Def - Status - PostedVoid
Def - Status - PostedVoid
nopaneltrue
Posted transactions are transactions in a status of Ready to Post or Posted.

Insert excerpt
Def - Status - VoidReplaced
Def - Status - VoidReplaced
nopaneltrue

Database Fields: ERPx_IMTransactionStatusAPTransactionStatus.TransactionStatusNameStatusName, ERPxERPh_IMTransactionHeader.TransactionStatusSK

TransactionTrans DateTransaction ID

Insert excerpt

Transaction ID

Doc Date
Doc Date
nopaneltrue

Clicking on the link opens

 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

the associated record. This value is system generated when the transaction is created and is not editable.
Insert excerptDef - Transaction IDDef - Transaction IDnopaneltrue

Database Field: ERPx_IMTransactionHeader.TransactionID

Transaction Class

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

Insert excerpt
Transaction

Class

ID
Transaction

Class

ID
nopaneltrue
This

comes from the 'Transaction Class' 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

value is system generated when the transaction is created and is not editable.

Insert excerpt
Def - Transaction

Class - General

ID
Def - Transaction

Class - General

ID
nopaneltrue

Database Field:

ERPX

ERPh_

IMTransactionClass.TransactionClassID, ERPx_IMTransactionHeader.TransactionClassSK

IMTransactionHeader.TransactionID

Transaction Type

Insert excerpt
Transaction Type
Transaction Type
nopaneltrue
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
Def - Transaction Types
Def - Transaction Types
nopaneltrue

(lightbulb) 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

Units UOM

Insert excerpt
UOM - Default IM Units
UOM - Default IM Units
nopaneltrue
 This field can be edited from the 'Inventory Unit UOM' property on the 'Properties' tab of the Item Record View.

Insert excerpt
Def - UOM
Def - UOM
nopaneltrue

Database Field:ERPx ERPh_IMTransactionDetail.EffectOnInventoryUnitsUOMSK

Units

Insert excerpt
Units - On HandLV
Units - On HandLV
nopaneltrue
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: ERPxERPh_IMTransactionDetail.EffectOnInventoryUnits

UOM

Insert excerpt
UOM - Default Reporting
UOM - Default Reporting
nopaneltrue
 This can be edited from the 'Default Reporting UOM' property on the 'Properties' tab of the Item Record View.

Database Field:

ERPX

ERPx_IMItem.DefaultReportingUOMSK

UOM Schedule

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

Database Fields: ERPX ERPx_IMItem.UOMScheduleSK, ERPx 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:ERPxERPh_IMTransactionHeader.VoidDate

Weight

Insert excerpt
Weight -
On Hand
LV
Weight -
On Hand
LV
nopaneltrue
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: ERPxERPh_IMTransactionDetail.EffectOnInventoryWeight

Weight UOM

Insert excerpt
UOM -
Default IM
Weight
UOM -
Default IM
Weight
nopaneltrue
This field can be edited from the 'Inventory Weight UOM' property on the 'Properties' tab of the Item record view.

Insert excerpt
Def - UOM
Def - UOM
nopaneltrue

Database Field: ERPxERPh_IMTransactionDetail.EffectOnInventoryWeightUOMSK

Related Topics

Understanding Inventory Balances


Expand
titlePage Definitions

Page Definitions



Expand
titleTechnical Details

Technical Details