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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.

(lightbulb) This inquiry also contains columns for each Attribute that is set up for the 'Items' attribute type and the 'Production Batches' attribute type. Additionally, this inquiry also contains columns for each Lot Certification with a certification 'Type' of "Item & Site". Item attributes, Production Batch 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: 2020.xx.xx 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 not required to return results. It defaults to all Cost Types.

...

The lookup contains the values "NON-INV', "Item" and "Lot".

...

This lookup contains the value "Voids".

...

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.

(lightbulb) 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". 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: 2024.12.16 and newer

Table of Contents
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Page Header

Filter ItemsDescription
Auto Hide Filters
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Auto Hide Filters
Auto Hide Filters
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Auto Refresh on Open
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Auto Refresh on Open
Auto Refresh on Open
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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:

  • Active
  • Exclude from Costing
  • Passive
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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Date Control Text Box
Date Control Text Box
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 This is used to limit the Cost Layers based on their Effective Data. This defaults to "last 30 Days" but can be changed.

Include

A single-select lookup to allow the user to include voided cost history records in the grid.

Item

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Item ID & Item Description
Item ID & Item Description
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 This is a multi-select lookup to 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.

Insert excerpt
Def - Item ID
Def - Item ID
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The lookup contains a list

of all Items in the Items master file

of all Items displayed as [Item ID]: [Item Description].

Item Class

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Inq - Item Class
Inq - Item Class
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This

 This is

a multi

a multi-select

standard

lookup

that is not required to return results. It defaults as blank

to 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.

Insert excerpt
Def - Item Class
Def - Item Class
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The lookup contains a list
of
of all Item
Classes.Layer Costing StatusUsed to select the layer costing status to include in the results. This is a single-select standard lookup that is not required to return results. It defaults to "Open"
Classes displayed as [Item Class ID]: [Item Class Description].
Lot Owner

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Inq - Lot Owner
Inq - Lot Owner
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 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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Def -

Not Defined

Owner
Def -

Not DefinedLot Owner

Owner
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This lookup contains the values in the LayerCostingStatus Enumeration Class.

Inq - Lot Owner

The lookup contains a list of all Lot Owners.

Reason Code

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Inq - Lot Owner

Reason Code - Cost Layer
Reason Code - Cost Layer
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 This is

a multi

a multi-select

standard lookup that is not required to return results. It defaults as blank

lookup to 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.

Insert excerpt
Def -

Owner

Reason Code
Def -

Owner

Reason Code
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The lookup contains a list
of
of all
Lot Owners.
the 'Lot Cost Adjustment' Reason Codes.
Saved Searches
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Search Options for Framework 3.0 - Global
Search Options for Framework 3.0 - Global
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Search

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Search - Search Options
Search - Search Options
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  • Attribute Values
    • Attr: [Attribute Value]
    • Item: [Item ID] or [Item Description
  • Item ID
    • ]
    • Owner: [Lot Owner]
    • Batch: [Production Batch]
    • Site
    ID
    • : [Site ID] or [Site Name]
    Warehouse Lot 
    • WLot: [Warehouse Lot] 
    Site

    Insert excerpt

    Inq -

    Site ID & Name

    Inq -

    Site ID & Name
    nopaneltrue

    This

     This is a multi-select

    standard

    lookup

    that is not required to return results. It defaults as blank

    to 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.

    Insert excerpt
    Def - Site
    Def - Site
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    The lookup contains a list of all active

    Sites.Trans Date

    Sites displayed as [Site ID]: [Site Name].

    Page Detail

    Inq - Transaction Date
    Toolbar IconsDescription
    Column Filter Show/Hide
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    Inq - Transaction Date
    Saved Search Options
    Column Filter Show/Hide - Global
    Column Filter Show/Hide - Global
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    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.
    Excel
    Insert excerpt
    Search Options for Framework
    Excel - LV 3.0
    - GlobalSearch Options for Framework
    Excel - LV 3.0
    - Global
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    Page Detail

    Saved Column LayoutsActual Cost Rate

    Toolbar IconsDescription
    Column Filter
    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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    Column Filter Group By Show/Hide - GlobalColumn Filter
    Group By Show/Hide - Global
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    ExcelHelp
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    Excel
    Help -
    LV
    Global 3.0
    Excel
    Help -
    LV
    Global 3.0
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    Quick Column Filter
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    Quick Column Filter
    Quick Column Filter
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    FavoritesRefresh

    Insert excerpt

    Favorites Add/Remove

    Refresh - Global

    Favorites Add/Remove

    3.0
    Refresh - Global 3.0
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    Group By Show/HideSaved Layouts
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    Group By Show/Hide Column Layouts for Framework 3.0 - GlobalGroup By Show/Hide
    Column Layouts for Framework 3.0 - Global
    nopaneltrue
    HelpSearch Options
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    Help
    Search Options -
    Global
    Inquiry Grid 3.0
    Help
    Search Options -
    Global
    Inquiry Grid 3.0
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    Quick Filter
    FieldsDescription
    Checkbox
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    Quick Filter
    Checkbox
    Quick Filter
    Checkbox
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    Refresh
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    Refresh - Global 3.0Refresh - Global 3.0
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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'.

    Column Layouts for Framework 3.0 - Global

    Insert excerpt

    Column Layouts for Framework 3.0 - Global

    Actual

    Def - Cost Rate - Actual
    Def - Cost Rate - Actual
    nopaneltrue

    FieldsDescription

     

    Database Field: ERPx_IMLotCostHistory.Cost

    Batch Comment

    Actual Cost

    Insert excerpt
    Actual Cost
    Batch Comment
    Batch Comment
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    This field cannot be edited once the 'Actual Cost' field is applied on the Mass Update dialog box launched from the Update Costs List View.   This is not required and is always editable from the 'Batch Comment' field on the Properties tab of the Production Batch record view.

    Database Field: ERPx ERPx_IMLotCostHistoryIMProductionLot.CostLotComment

    Batch CommentDate

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    Def - Batch
    Comment
    Date
    Def - Batch
    Comment
    Date
    nopaneltrue
    This can be edited from the 'Batch CommentDate' property field on the ' Properties ' tab of the Production Batch Record View. 

    Database Field: ERPx_IMProductionLot.LotCommentDateProduced

    Batch DateSite ID

    Insert excerpt

    Production

    Batch

    Date

    Site

    Production

    Batch

    Date

    Site
    nopaneltrue
    This

    can be edited

    is required and is always editable from the 'Batch

    Date

    Site ID' field on the

    '

    Properties

    '

    tab of the Production Batch Record View. 

    Database

    Field:

    Fields:ERPx_MFSite.SiteID, ERPx_MFSite.SiteName, ERPx_IMProductionLot.

    DateProduced

    ManufactureSiteSK

    BOM ID

    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 . This is not editable.

    Database Fields: ERPx_MPBOM.BOMID, ERPx_IMProductionLot.BaseCostBOMSK

    Born on Date

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    Def - Born on Date
    Def - Born on Date
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     This is a system assigned value that is not editable.

    Database Fields: ERPx_

    MPBOM.BOMID, ERPx_IMProductionLot.BaseCostBOMSK

    IMLotBalance.BornOnDate

    Cost Group Description

     

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    Cost Group Description
    Cost Group Description
    nopaneltrue
     This is not required and can be edited from the 'Cost Group' property on the 'Properties' tab of the Item Record View.

    Insert excerpt
    Def - Cost Group
    Def - Cost Group
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    Database Field: ERPx_IMCostGroup.CostGroupID, ERPx_IMCostGroup.CostGroupDescription, ERPx_IMItem.CostGroupSK

    Cost Type

    Identifies whether the cost of the item is evaluated using the item or the lot. This can be edited from the 'Valuation Method' property on the 'Properties' tab of the Item Record View.

    Insert excerptDef - Not Defined

    Def - Not Definednopaneltrue

    Database Fields: ERPx_IMItem.ValuationMethodEN

    Cost UOM

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    UOM - Cost
    UOM - Cost
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     This  This is required for Costing and can be edited from the 'Cost UOM' property on the 'Advanced Properties' tab of the Item Record View.

    Insert excerpt
    Def - UOM
    Def - UOM
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    Database Fields: ERPx_IMItem.CostUOMSK

    Costing Method

    Identifies the Costing Method assigned to the Item ID. This can only be edited from the 'Costing Method' property on the 'Advanced Properties' tab of the Item Record View.

    Database Fields: ERPx_IMLotBalance.ItemSK, ERPx_IMItem.ValuationMethodEN

    Costing Status

    Displays whether the layer costing is Open or Closed. 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 'Layer Costing Status' property on the Mass Update dialog box launched from the Lot Balances List View.

    Database Fields: ERPx_IMLotBalance.LayerCostingStatusEN

    Country of Origin

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    Country of Origin
    Country of Origin
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    This can be edited from the 'Country of Origin' field on the 'Properties' tab of the Production Batch Record View.

    Database Field: ERPx_IMProductionLot.CountryOfOrigin

    Days Old

    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'

    tab of the Production Batch Record View.

    Database Field: ERPx_IMProductionLot.CountryOfOrigin

    Days Since Received

    field on the 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.

    Days Until Expiration

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    Days

    Since Received

    Until Expiration
    Days

    Since Received

    Until Expiration
    nopaneltrue
     

    It

    This is

    calculated as [Current Date - Received Date] and is never editable by a user. This

    a calculated field that is not stored in the database.

    Effective Date

    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 editedof Materials Record View and cannot be edited.

    Database Field: ERPx_IMLotCostHistory.EffectiveDate

    Expiration Date

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    Batch Expiration Date
    Batch Expiration Date
    nopaneltrue
     This is editable from the Production Batch Record View.

    Database Field: ERPx_IMLotCostHistoryIMProductionLot.EffectiveDate ExpirationDate

    Inventory Balance Sheet Account

    Insert excerpt
    GL Account - Inventory Balance Sheet
    GL Account - Inventory Balance Sheet
    nopaneltrue
    This can be edited from the 'Inventory Balance Sheet' field on the 'GL Accounts' tab of the Item Record View.

    Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.InventoryActSK

    ItemID

    GLAccount.Description, ERPx_IMItem.InventoryActSK

    Is Lot Expired

    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.

    Item: Description

    Insert excerpt
    Item ID & Item Description
    Item ID & Item Description
    nopaneltrue
     The 'Item ID' field is not editable. The and/or the 'Item Description' can be edited from the 'Item Description' property on the 'Properties' tab of the Item Record View.

    Insert excerpt
    Def - Item ID
    Def - Item ID
    nopaneltrue

    Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription

    Label Code

    , ERPh_IMTransactionDetail.ItemSK

    Last Updated

    Label Code

    Insert excerpt
    Label Code
    Last Updated
    Last Updated
    nopaneltrue
    This can be edited from the 'Label Code' field on the 'Properties' tab of the Production Batch Record View. 

    Database Field: ERPx_IMLotCostHistory.LastUpdated

    Last Updated By

    Insert excerpt
    Last Updated By
    Last Updated By
    nopaneltrue

    Database Field: ERPx_

    IMProductionLot.LabelCodeMarketexcerpt-include

    IMLotCostHistory.LastUser

    Market Cost Rate

    Market CostnopaneltrueThis field cannot be edited once the 'Market Cost' field is applied on the Mass Update dialog box launched from the Update Costs List View.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'.

    Insert excerpt
    Def - Cost Rate - Market
    Def - Cost Rate - Market
    nopaneltrue
     

    Database Field: ERPx_IMLotCostHistory.MarketCost

    Owner

    Insert excerpt
    Owner - Inventory Lot
    Owner - Inventory Lot
    nopaneltrue
     This can be edited from the 'Owner' field on the Items grid of the Transaction Record View while the transaction is in a Status of New This cannot be edited, ownership for an existing Lot can only be changed via a Transfer Transaction.

    Insert excerptOutside PurchaseOutside PurchasenopaneltrueThis can be edited from the 'Outside Purchase' field on the 'Properties' tab of the Production Batch Record View. 

    Insert excerpt
    Def - Owner
    Def - Ownernopaneltrue

    Database Field: ERPx_IMLotOwner.OwnerName

    Outside Purchase

    nopaneltrue

    Database Field: ERPx_IMProductionLotIMLotOwner.IsOutsidePurchaseOwnerName

    Production Batch

    Insert excerpt
    Production Batch
    Production Batch
    nopaneltrue
     This can be edited from the 'Production Batch' field on the ' Properties ' tab of the Production Batch Record View. 

    Insert excerpt
    Def - Lot Production Batch
    Def - Production Batch
    nopaneltrue

    Insert excerpt
    Def - Inventory Lot
    Def -
    Production Batch
    Inventory Lot
    nopaneltrue

    Database Field: ERPx_IMProductionLot.ProductionLotID

    Production SiteReason CodeBatch Site

    Insert excerpt

    Batch Site

    Reason Code - Cost Layer
    Reason Code - Cost Layer
    nopaneltrue
     This can

    be edited from the 'Production Batch Site' field on the 'Properties' tab of the Production Batch Record View.

    only be assigned when adding/editing a Cost Layer or adding/updating a Base Cost.

    Insert excerpt
    Def - Reason Code
    Def - Reason Code
    nopaneltrue

    Database Fields: ERPx_

    MFSite

    MFNoteTypeReasonCode.

    SiteName

    ReasonCode, ERPx_

    IMProductionLot

    IMLotCostHistory.

    ManufactureSiteSK

    ReasonCodeSK

    Reason CodeDisplays the reason code selected when the layer costs were updated. This field cannot be edited once the 'Reason' field is applied on the Mass Update dialog box launched from the Update Costs List ViewReceived From 

    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 on the Inventory Receipt record view before the transaction is posted or from the Production Batch Record View at any time

    Database Fields: ERPx_

    MFNoteTypeReasonCode

    IMLotBalance.

    ReasonCode

    ProductionLotSk, ERPx_

    IMLotCostHistory.ReasonCodeSK
    Received

    Displays the date the lot's items were received as determined by the production batch. This is a system assigned value and is never editable by a user.

    Database Field: ERPx_IMLotBalance.CreatedDate

    Site Insert excerpt

    IMReceivedFrom.ReceivedFrom

    Site ID

    Site IDnopaneltrue This comes from the 'Site' field on the 'Home' tab of the Transaction Record View that created the Inventory Lot. This is not editable after the transaction has been savedDisplays 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 - Site
    nopaneltrue

    Database Fields: ERPx_MFSite.SiteID, ERPx_MFSite.SiteID, ERPxERPh_IMLotBalanceIMTransactionHeader.SiteSK

    Site Name

    Insert excerptSiteSitenopaneltrue This comes from the 'Site' field on the 'Home' tab of the Transaction Record View that created the Inventory Lot. This is not editable after the transaction has been savedDisplays the Site Name for the Site where the inventory balances are stored. This is always editable from the Sites Record View.

    Insert excerpt
    Def - Site
    Def - Site
    nopaneltrue

    Database Fields: ERPx_MFSite.SiteName, ERPx_IMLotBalance.SiteSK

    Source

    Displays the source of the update eventIdentifies how the Cost Layer was added. This field is automatically assigned based on how the costs were assigned and is not editable.

    ERPx_IMLotCostHistory.LotCostTypeEN

    Standard Insert excerptStandard CostStandard Costnopaneltrue This field cannot be edited once the 'Standard Cost' field is applied on the Mass Update dialog box launched from the Update Costs List View. 

    Database Field: ERPx_IMLotCostHistory.StandardCost

    Traded Insert excerptTradedTradednopaneltrue This can be edited from the 'Traded' field on the 'Properties' tab of the Production Batch Record View. 

    Database Field: ERPx_IMProductionLot.Traded

    Updated Insert excerptLast Updated - Date OnlyLast Updated - Date Onlynopaneltrue

    Database Field: ERPx_IMLotCostHistory.LastUpdated

    Updated By Insert excerptLast Updated ByLast Updated Bynopaneltrue

    Database Field: ERPx_IMLotCostHistory.LastUser

    Vendor Purchased From Insert excerptVendor Purchased FromVendor Purchased FromnopaneltrueThis can be edited from the 'Vendor Purchased From' field

    The options include:

    • BOM
    • Inherited 
    • Item Default - Base
    • Manual - Base
    • Manual - Layer
    • Transaction Base
    • Transaction Layer

    ERPx_IMLotCostHistory.LotCostTypeEN

    Source Transaction

    Identifies the Cost Distribution transaction that added the Cost History record.

    Database Fields: ERPx_IMLotBalance.LotSK, ERPx_IMLotCostHistory.SourceTransaction

    Storage Begin Date

    Insert excerpt
    Def - Storage Begin Date
    Def - Storage Begin Date
    nopaneltrue
     This can only be edited on the Warehouse Lot List View.

    Database Fields: ERPx_IMWarehouseLot.StorageRenewalDate

    Storage Renewal Day

    Insert excerpt
    Def - Storage Renewal Day
    Def - Storage Renewal Day
    nopaneltrue
     This can only be edited by editing the 'Storage Begin Date' on the Warehouse Lot List View

    Database Fields: ERPx_IMWarehouseLot.StorageRenewalDay

    UOM Schedule

    Insert excerpt
    UOM - Schedule
    UOM - Schedule
    nopaneltrue
    This field comes from the 'UOM Schedule' property on the 'Properties' tab of the

    Production Batch

    Item Record View and is not editable from here.

     


    Database

    Field

    Fields: ERPx_

    IMProductionLot.PurchasedFrom

    IMItem.UOMScheduleSK, ERPh_IMTransactionDetail.ItemSK

    Warehouse Lot

    Insert excerpt
    Warehouse Lot
    Warehouse Lot
    nopaneltrue
     This can be edited from the 'Warehouse Lot' field on the Warehouse Lots List View.

    Insert excerpt
    Def - Warehouse Lot
    Def - Warehouse Lot
    nopaneltrue

    Insert excerpt
    Def - Inventory Lot
    Def -
    Warehouse
    Inventory Lot
    nopaneltrue

    Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK

    VoidedIdentifies whether the Cost History record was voided.

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