If the Receipt Transaction was linked to a PO #,

the PO will be updated to reflect the changes

.

• IQ: PO Linked Transactions -

•  Opens the "PO Linked Transactions" inquiry showing the Purchase Order and all AP Invoices, AP Credit Memos, and Inventory Receipts associated with

• it.

• Change Ship To - Opens the 'Change Ship To' window allowing users to change the Ship To address for this Purchase Order. 

The list contains all the 'Active' Receipt Transaction Class IDs displayed as [TransactionType] - [ClassID]. For example: "Receipt - Packaging".

Note: The Transaction Class will not display after the Transaction Type if the Class ID is named "Default" 

 This toolbar icon is only enabled when the transaction status is New.

• Transaction
  • Warehouse Lot - This

• • may only be updated if the Site is warehouse lot tracked and if the Status of the transaction is 'New'. Else the message "Warehouse Lot may only be updated for transactions in the status of New." will be displayed on Save.
• Production Batch Properties
  • Batch

• • Class, Batch

• • Date,

• • Expiration Date, Production Batch Site and Status
• Production Batch Attributes
  • Each Batch Attribute will be available
• Production Batch Certifications
  • Each applicable certification will be available

• Warehouse Lot Properties
  • Storage Begin Date - This is a date picker field that the user can select or enter a valid date.  
  • Storage Renewal Day - This must be a number between 1 - 31 that represents the day of the 'Storage Begin Date'. If a Storage Begin Date is provided and the Storage Renewal Day is blank, we will automatically calculate and assign the value.  For example, if the Storage Begin Date = 02/26/2022, the Storage Renewal Day would be 26.  Users cannot enter 0 as a value, but the property is not required and may be blank.
• Warehouse Lot Attributes 
  • Each Warehouse Lot Attribute will be available

• IQ: PO Linked Lines - Opens

•  the "PO Linked Lines" inquiry showing the Purchase Order

• and all the AP

• Invoices, AP Credit

• Memos, and Inventory Receipt lines associated with this Purchase Order

• Item.
• LV: Warehouse Lot - Opens the Warehouse Lot List View, in a new tab, filtered for the selected record's Warehouse Lot. 
• RV: Item - Open the item Record View for the selected item
• RV: Production Batch - Open the Production Batch Record View for the selected line item

When the 'Add Item' icon is clicked, users may enter all or part of an Item ID or Description and hit the Enter key on the keyboard. If a complete Item ID was entered, the line item will be saved, if not, the Item Lookup dialog box will open with a list of items containing the data entered. From the 'Item Lookup' dialog box, users may check the checkbox next to one or multiple item(s) to add to the transaction using the Save & Close button.

The lookup contains a list of all active Inventory type Items in the Items Master File.

 Selecting an Item will default the 'Inventory Unit UOM' and 'Inventory Weight UOM' properties specified on the Item Record View.

Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPX_

IMTransactionDetail.ItemSK 

created from an AP transaction this defaults from the source transaction lines 'Line

Comment'. For manually entered transactions that are assigned with a PO #, this will default from 'Line

Comment' on the PO Line Item. This value can always be overwritten.

This is not required and is always editable, even after the transaction is posted. If entered, it must be <=100 characters.

When Receipts are

loaded from a PO, this will default as the 'Line

Comment' on those transactions.

Database Fields: ERPX_IMTransactionDetail.

LineComment, ERPx_APPoLine.LineComment

1. For line items that are manually added this default as blank.

Database Fields: ERPX_IMTransactionDetail.LineDescription, ERPx_APPoLine.LineDescription

For example, if you had line items 10, 20, and 30 and you wanted the last one (Ln. 30) to be second, you could edit the value to any number between 10 and 20 (i.e.

, 15) and on save the lines would be sorted in the new sequence (10, 15, and 30) and then all Ln.'s would be re-set to base 10 numbers (10, 20, 30).

Database Field: ERPx_

IMTransactionDetail.LineNumber

1. If the Lot has cost history the value will display the most recent Market Cost for the lot. 
2. If it is a new Lot and the corresponding Item has a Market Cost set on the Item master file, it will default this value. 
3. Else, it will be blank. 

If the transaction was created as a result of a Grower Accounting ticket that has linked inventory items, this value will default from the 'Default Lot Owner' property on the associated Grower Accounting Ticket Class record.

The lookup contains a list of all Lot Owners.

Database Field: ERPx_IMLotOwner.OwnerName

Lot Tracked. It defaults as blank and if missing the message "Complete lot information is required to save item: [ItemID]." is displayed on Save.  It is editable on transactions in a Status of 'New'. This field must be <= 50 characters. 

Database Fields: ERPx_IMProductionLot.ProductionLotID, ERPx_IMTransactionDetail.ItemSK

. It is required else the message "Site is required." will be displayed on Save.

The lookup contains a blank value, the current assigned value and all 'Active' Sites. 

Database Fields: ERPx_

MFSite.

SiteName, ERPx_IMTransactionDetail.

SiteLineSK

'Units' and 'Unit UOM' fields will always display as the values entered by the user. However for consistency, Units that are saved using a UOM that is different than the 'Inventory Unit UOM' will be converted and subsequently stored in the default Inventory Unit UOM.

Database Field: ERPx_IMTransactionDetail.TransactionUnits

1. For manually entered line items that are not linked to a PO Line Item, this defaults from the 'Inventory Unit UOM' property on the 'Properties' tab of the Item Record View for the selected Item.
2. For manually entered line items that are linked to a PO #, this defaults from the UOM on the Purchase Order line item.
3. For line items that were auto created from transactions, this defaults to the UOM on the source transaction line item.

If enabled, this field will be editable while the transaction is in a Status of 'New'.

This lookup contains all 'Active' Unit UOMs on the selected Item's UOM Schedule.

Database Fields: ERPx_IMUOM.UOMName, ERPX_IMItem.UOMScheduleSK, ERPx_IMTransactionDetail.TransactionUnitsUOMSK

blank and if missing the message "Complete lot information is required to save item: [ItemID]." is displayed on Save. It is editable while the transaction is in a Status of 'New'. This must be <= 50 characters.

If the transaction was created as a result of a Grower Accounting ticket that has linked inventory items, this value will default from the 'Create Warehouse Lot As' property on the associated Grower Accounting Ticket Class record.

Database Field: ERPx_IMWarehouseLot.WarehouseLotID

Record View.

'Weight' and 'Weight UOM' fields will always display as the values entered by the user. However

, for consistency, weight that is saved using a UOM different than the 'Inventory Weight UOM' will be converted and subsequently stored in the default Inventory Weight UOM.

Database Field: ERPx_IMTransactionDetail.TransactionWeight

1. For manually entered line items that are not linked to a PO Line Item, this defaults from the 'Inventory Weight UOM' property on the 'Properties' tab of the Item Record View for the selected Item.
2. For manually entered line items that are linked to a PO #, this defaults from the UOM on the Purchase Order line item.
3. For line items that were auto created from transactions, this defaults to the UOM on the source transaction line item.

If enabled, this field will be editable while the transaction is in a Status of 'New'.

This lookup contains all 'Active' Weight UOMs on the selected Item's UOM Schedule

Database Fields: ERPx_IMUOM.UOMName, ERPX_IMItem.UOMScheduleSK, ERPx_IMTransactionDetail.TransactionWeightUOMSK