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The purpose of this inquiry is to display each transaction that affects the balance of an inventory lot.From the inquiry, users The purpose of this inquiry is to From the 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 and Lot Balances Inquiry List Views by selecting a one or more line item(s) and clicking "View Lot History" toolbar icon. 

(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 not automatically included in the default view. Because these attributes and lot certifications are user defined, they are not included in the help documentation.

Software Version: 2021.05.21 and newer

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included in the default view. Because these attributes and lot certifications are user defined, they are not included in the help documentation.

Software Version: 2022.08.26 and newer

Table of Contents
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Search OptionsDescription
Auto Hide Filters
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Auto Hide Filters
Auto Hide Filters
nopaneltrue
Auto Refresh on Open
Insert excerpt
Auto Refresh on Open
Auto Refresh on Open
nopaneltrue
Include

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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

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

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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

to "Beginning Balances".

This lookup contains the values "Voids" and "Beginning Balances".

Item

as blank.

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Def - Item Class
Def - Item Class
nopaneltrue

The lookup contains a list of all Item Classes.

Lot Owner

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Inq -

Item

Lot Owner
Inq -

Item

Lot Owner
nopaneltrue

This

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

Insert excerpt
Def -

Item ID

Owner
Def -

Item ID

Owner
nopaneltrue

Item Class

The lookup contains a list of all

Items in the Items master file.

Lot Owners.

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

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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

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

Insert excerpt
Def - Item ClassSite
Def - Item ClassSite
nopaneltrue

The lookup contains a list of all Item Classesactive Sites.

Lot OwnerTrans Class

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Inq -

Lot Owner

Transaction Class
Inq -

Lot Owner

Transaction Class
nopaneltrue

 This

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

Insert excerpt
Def -

Owner

Transaction Class - General
Def -

Owner

Transaction Class - General
nopaneltrue

The lookup contains a list of all

Lot Owners

Transaction Classes, SO Shipment and SO Return.

SearchTrans Date

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Search

Inq -

Search Options

Transaction Date

Search

Inq -

Search Options

Transaction Date
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

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 with a date range of the past 30 days.

Trans Type
Toolbar IconsDescription
Column Filter Show/Hide
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Column Filter Show/Hide - GlobalColumn Filter Show/Hide - Global
nopaneltrue
Excel
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Excel - LV 3.0Excel - LV 3.0
nopaneltrue
Favorites
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Favorites Add/Remove - GlobalFavorites Add/Remove - Global
nopaneltrue
Group By Show/Hide
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Group By Show/Hide - GlobalGroup By Show/Hide - Global
nopaneltrue
Help
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Help - Global 3.0Help - Global 3.0
nopaneltrue
Quick Column Filter
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Quick Column FilterQuick Column Filter
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Inq -
Site
Transaction Type
Inq -
Site
Transaction Type
nopaneltrue
This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt
Def -
Site
Transaction Types
Def -
Site
Transaction Types
nopaneltrue

The lookup contains a list of all active Sites.

Trans Class Insert excerptInq - Transaction ClassInq - Transaction Classnopaneltrue This is a multi-select standard lookup that is not required to return results. It defaults as blank.
Insert excerptDef - Transaction Class - GeneralDef - Transaction Class - Generalnopaneltrue

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

Trans Date Insert excerptInq - Transaction DateInq - 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 with a date range of the past 30 days.
Trans Type Insert excerptInq - Transaction TypeInq - Transaction Typenopaneltrue This is a multi-select standard lookup that is not required to return results. It defaults as blank.
 Insert excerptDef - Transaction TypesDef - Transaction Typesnopaneltrue

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

Saved Searches Insert excerptSearch Options for Framework 3.0 - GlobalSearch Options for Framework 3.0 - Globalnopaneltrue  

Page Detail

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

Production Batch Date

View - Inquiry Grid 3.0

Toolbar IconsDescription
Column Filter Show/Hide
Insert excerpt
Column Filter Show/Hide - Global
Column Filter Show/Hide - Global
nopaneltrue
Excel
Insert excerpt
Excel - LV 3.0
Excel - LV 3.0
nopaneltrue
Favorites
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Favorites Add/Remove - Global
Favorites Add/Remove - Global
nopaneltrue
Group By Show/Hide
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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

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More Actions - Global 3.0
More Actions - Global 3.0
nopaneltrue
 

  • LV: Warehouse Lot - Opens the Warehouse Lot List View, in a new tab, filtered for the selected record's Warehouse Lot. 
  • 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: Production Batch - Opens the Production Batch Record View, in a new tab, filtered for the selected record's Production Batch.
  • 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
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Quick Column Filter
Quick Column Filter
nopaneltrue
Print
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Print - LV 3.0
Print - LV 3.0
nopaneltrue
Refresh

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Refresh - Global 3.0
Refresh - Global 3.0
nopaneltrue

Saved Layouts
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Column Layouts for Framework 3.0 - Global
Column Layouts for Framework 3.0 - Global
nopaneltrue
Search Options
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Search Options - Inquiry Grid 3.0
Search Options - Inquiry Grid 3.0
nopaneltrue
View
FieldsDescription
Batch CommentBatch Date
Insert excerpt
Production Batch Date
Insert excerpt
View - Inquiry Grid 3.0
Batch Comment
Batch Comment
nopaneltrue
 

  • 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.
  • 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.
  • 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.
  • Item - Opens the Item Master File Record View, in a new tab, for a selected record. 
  • Warehouse Lot - Opens the Warehouse Lot List View, in a new tab, filtered for the selected record's Warehouse Lot. 
  • Production Batch - Opens the Production Batch Record View, in a new tab, filtered for the selected record's Production Batch.
FieldsDescription

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

Database Field: ERPx_IMProductionLot.LotComment

Batch Date

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

Database Field: ERPx_IMProductionLot.DateProduced

Batch Site ID

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Batch Site
Batch Site
nopaneltrue
This can be edited from the 'Batch DateSite ID' field on the Properties tab of the Production Batch Record View. 

Database Field:Fields:ERPx_MFSite.SiteID, ERPx_MFSite.SiteName, ERPx_IMProductionLot.DateProducedManufactureSiteSK

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: ERPh_IMTransactionHeader.CorrectedFromTransactionHeaderSK

Cost GroupDisplays 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.GL DateDef - Cost Groupnopaneltrue

Database Field: ERPx_IMCostGroup.CostGroupID

DateDisplays the date of the inventory transaction. This can be edited from the 'Shipped' 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 Adjustment, Production and Receipt transactions while the transaction is in a Status of New, and from the 'Transferred On

Insert excerpt

Def - Cost Group

GL Date
GL Date
nopaneltrue
This can be edited from the 'GL Date' field on the '

Home

Properties' tab of the Transaction Record View

for a Transfer transactions

while the transaction is in a Status of New.

  

Database Field: ERPh_IMTransactionHeader.

TransactionDate

GLDate

Item Attribute Class ID

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Item

Attribute

Class
Item

Attribute

Class
nopaneltrue

This

 This can be edited from the '

Item Attribute

Class ID'

selected

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

Insert excerpt
Def -

Attribute

Item Class
Def -

Attribute

Item Class
nopaneltrue

Database

Fields

Field: ERPx_

MFAttributeClass.ClassDescription, ERPx_IMItem.AttributeClassSK, ERPh_IMTransactionDetail.ItemSK

IMItemClass.ClassID

Item: Description

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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.

Insert excerpt
Def - Item ID
Def - Item ID
nopaneltrue

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

GL Date Insert excerptGL DateGL Datenopaneltrue 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

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.

Insert excerpt
Def - OwnerDef - OwnerOwner
Def - Owner
nopaneltrue

Database Field: ERPx_IMLotOwner.OwnerName

PO #

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Purchase Order
Purchase Order
nopaneltrue

Database Field:

ERPx

ERPh_

IMLotOwner

IMTransactionHeader.

OwnerName

POHeaderSk 

Production Batch

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Production Batch
Production Batch
nopaneltrue
 Clicking on the link opens the Production Batch Record View. This can be edited from the 'Production Batch' field on the Properties tab of the Production Batch Record View. 

Insert excerpt
Def - Production Batch
Def - Production Batch
nopaneltrue

Insert excerpt
Def - Inventory Lot
Def - Inventory Lot
nopaneltrue

Database Field: ERPx_IMProductionLot.ProductionLotID

Production Batch Site

Insert excerptProduction Batch SiteProduction Batch Sitenopaneltrue This can be edited from the 'Production Batch Site' field on the Properties tab of the Production Batch Record View. 

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

Quantity

Displays the unit quantity 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

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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.SiteNameSiteID, ERPx_MFSite.SiteID, ERPh_IMTransactionHeader.SiteSK

TradedTrans Date

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Traded
Doc Date
Traded
Doc Date
nopaneltrue
 Displays "Yes" if the 'Traded' field has been set to "Yes" on the Production Batch Record or blank if the field has been set to "No". This can be edited from the 'Traded' field on the Properties tab of the Production Batch record view. 

Database Field: ERPx_IMProductionLot.Traded

Transaction

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 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

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Transaction ID
Transaction ID
nopaneltrue
This value is system generated when the transaction is created and is not editable.

Insert excerpt
Def - Transaction ID
Def - Transaction ID
nopaneltrue

Database Field: ERPh_IMTransactionHeader.TransactionID

Transaction Received From

Identifies the name of the Vendor, Fisherman, or Grower that was the source for the Receipt. This can be edited from the 'Rec. From' header field on the Inventory Receipt record view before the transaction is posted. 

Database Field: ERPh_IMTransactionHeader.ReceivedFrom

Transaction Type

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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.TransactionTypeID, ERPx_IMTransactionType.TransactionTypeDescription, ERPh_IMTransactionHeader.TransactionTypeSK

Units UOM

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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: ERPh_IMTransactionDetail.EffectOnInventoryUnitsUOMSK

Units

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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: ERPh_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, 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: ERPh_IMTransactionHeader.VoidDate

Warehouse Lot

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Warehouse Lot
Warehouse Lot
nopaneltrue
 This value defaults from the 'Warehouse Lot' value specified on the Transaction Record View that created the Inventory Lot. 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 - Inventory Lot
nopaneltrue

Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK

Weight

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Weight - On HandLV
Weight - On HandLV
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: ERPh_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: ERPh_IMTransactionDetail.EffectOnInventoryWeightUOMSK

Related Topics

Understanding Inventory Balances

...