The purpose of this inquiry is to display each transaction that affects the balance of an inventory lot.From the inquiry, users may open the corresponding inventory transaction Record View or Sales 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.

This inquiry also contains columns for each Attribute that is set up for the 'Items' attribute type, 'Production Batches' attribute type, and the 'Production BatchesWarehouse Lots' attribute type. Additionally, this inquiry also contains columns for each Lot Certification with a certification 'Type' of "Item & Site". Item attributes, Production Batch attributes 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: 20212024.0512.21 16 and newer

Table of Contents

type	flat

Page Header

Search

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

Search OptionsDescriptionOptions

Description

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
nopanel	true

Include

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	Inq - Include - Inv
	Inq - Include - Inv
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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
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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
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The lookup contains a list of all Items in the Items master file.

Item Class

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	Inq - Item Class
	Inq - Item Class
nopanel	true

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

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	Def - Item Class
	Def - Item Class
nopanel	true

The lookup contains a list of all Item Classes.

Lot Owner

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	Inq - Lot Owner
	Inq - Lot Owner
nopanel	true

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

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	Def - Owner
	Def - Owner
nopanel	true

The lookup contains a list of all Lot Owners.

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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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 - Site
	Inq - Site
nopanel	true

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

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	Def - Site
	Def - Site
nopanel	true

The lookup contains a list of all active Sites.

Trans Class

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

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	Def - Transaction Class - General
	Def - Transaction Class - General
nopanel	true

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

Trans Date

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	Inq - Transaction Date
	Inq - Transaction Date
nopanel	true

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

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

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	Def - Transaction Types
	Def - Transaction Types
nopanel	true

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

Saved Searches

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Search Options for Framework 3.0 - Global

nopanel

true

Page Detail

Search Options - Inquiry Grid

Toolbar Icons

Description

Column Filter Show/Hide

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	Column Filter Show/Hide - Global
	Column Filter Show/Hide - Global
nopanel	true

Excel

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	Excel - LV 3.0
	Excel - LV 3.0
nopanel	true

Favorites

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	Favorites Add/Remove - Global
	Favorites Add/Remove - Global
nopanel	true

Group By Show/Hide

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	Group By Show/Hide - Global
	Group By Show/Hide - Global
nopanel	true

Help

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	Help - Global 3.0
	Help - Global 3.0
nopanel	true

More Actions

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	More Actions - Global 3.0
	More Actions - Global 3

.0

Help - Global 3.0

nopanel

true

Quick Column Filter

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Quick Column Filter

nopanel

true

Refresh

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Refresh - Global 3.0

nopanel

true

Saved Layouts

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Column Layouts for Framework 3.0 - Global

nopanel

true

Search Options

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Search Options - Inquiry Grid 3.0

.0
nopanel	true

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
nopanel	true

Print

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	Print - LV 3.0
	Print - LV 3.0
nopanel	true

ViewRefresh

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	View Refresh - Inquiry Grid Global 3.0View
	Refresh - Inquiry Grid Global 3.0
nopanel	true

Saved Layouts

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

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	Column Layouts for Framework 3.0 - Global
	Column Layouts for Framework 3.0 - Global
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Search Options

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	Search Options - Inquiry Grid 3.0
	Search Options - Inquiry Grid 3.0
nopanel	true

FieldsDescriptionBatch Comment

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	Batch Comment
	Batch Comment
nopanel	true

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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Production

	Batch Date

Production

	Batch Date
nopanel	true

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

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

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 Group

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Def - Cost Group

GL Date
	GL Date
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Database Field: ERPx_IMCostGroup.CostGroupID

Date

Displays 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

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
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This

This can be edited from the '

Item Attribute

Class ID'

selected

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

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	Def -

Attribute

Item Class
	Def -

Attribute

Item Class
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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
nopanel	true

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 excerptDef - Item IDDef - Item IDnopaneltrue

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

.

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	Def - Item ID
	Def - Item ID
nopanel	true

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

Owner

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	Owner - Inventory Lot
	Owner - Inventory Lot
nopanel	true

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.

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	Def - Owner
	Def - Owner
nopanel	true

Database Field: ERPx_IMLotOwner.OwnerName

PO #

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	Purchase Order
	Purchase Order
nopanel	true

Database Field: ERPh_IMTransactionHeader.POHeaderSk

Production Batch

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	Production Batch
	Production Batch
nopanel	true

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.

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	Def - Production Batch
	Def - Production Batch
nopanel	true

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Def - Inventory Lot

	Def - Inventory

Lotnopaneltrue

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,

Lot
	Def - Inventory Lot
nopanel	true

Database Field: ERPx_IMProductionLot.ManufactureSiteSKProductionLotID

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
nopanel	true

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.

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	Def - Site
	Def - Site
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Database Fields: ERPx_MFSite.SiteNameSiteID, ERPx_MFSite.SiteID, ERPh_IMTransactionHeader.SiteSK

TradedTrans Date

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Traded

	Doc Date

Traded

	Doc Date
nopanel	true

Displays "Yes" if This can be edited from the 'TradedGL Date' 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.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: ERPxERPh_IMProductionLotIMTransactionHeader.TradedTransactionDate

Transaction ID

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	Transaction ID
	Transaction ID
nopanel	true

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

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	Def - Transaction ID
	Def - Transaction ID
nopanel	true

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
nopanel	true

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.

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	Def - Transaction Types
	Def - Transaction Types
nopanel	true

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
nopanel	true

This field can be edited from the 'Inventory Unit UOM' property on the 'Properties' tab of the Item Record View.

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	Def - UOM
	Def - UOM
nopanel	true

Database Field: ERPh_IMTransactionDetail.EffectOnInventoryUnitsUOMSK

Units

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	Units - On HandLV
	Units - On HandLV
nopanel	true

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

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	UOM - Default Reporting
	UOM - Default Reporting
nopanel	true

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

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	UOM - Schedule
	UOM - Schedule
nopanel	true

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
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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
nopanel	true

Insert excerpt

	Def - Inventory Lot
	Def - Inventory Lot
nopanel	true

Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK

Weight

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	Weight -

On Hand

LV
	Weight -

On Hand

LV
nopanel	true

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

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	UOM -

Default IM

Weight
	UOM -

Default IM

Weight
nopanel	true

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
nopanel	true

Database Field: ERPh_IMTransactionDetail.EffectOnInventoryWeightUOMSK

Version	Old Version 28	New Version Current
Changes made by	Emma Greenwood	Emma Greenwood
Saved on	Jul 16, 2021	Dec 16, 2024

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