The purpose of this inquiry is to From the inquiry, users may open the corresponding 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 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: 20212022.0508.21 26 and newer
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| Include |
This lookup contains the values "Voids" and "Beginning Balances". | ||||||||||||||||
| Item |
The lookup contains a list of all Items in the Items master file. | ||||||||||||||||
| Item Class |
The lookup contains a list of all Item Classes. | ||||||||||||||||
| Lot Owner |
The lookup contains a list of all Lot Owners. | ||||||||||||||||
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| Search |
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| Site |
The lookup contains a list of all active Sites. | ||||||||||||||||
| Trans Class |
The lookup contains a list of all Transaction Classes, SO Shipment and SO Return. | ||||||||||||||||
| Trans Date |
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| Trans Type |
The lookup contains a list of all Inventory Transaction Types configured for the company.the following options:
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| Fields | Description | ||||||||||||||||||||||||
| Batch Comment |
Database Field: ERPx_IMProductionLot.LotComment | ||||||||||||||||||||||||
| Batch Date |
Database Field: ERPx_IMProductionLot.DateProduced | ||||||||||||||||||||||||
| Batch Site ID |
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 | GL Date||||||||||||||||||||||||
| GL Date |
Database Field: ERPh_IMTransactionHeader.GLDate | ||||||||||||||||||||||||
| Item Class ID | GL Date
| GL Date |
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This can be edited from the '
Class ID'
property on the 'Properties' tab of the
Item Class Record View
.
| Insert excerpt | ||||||
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Database Field:
ERPx_
IMItemClass.
ClassID
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 Item ID & Item Description Item ID & Item Description nopanel true
Insert excerpt Def - Item ID Def - Item ID nopanel true
Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPh_IMTransactionDetail.ItemSK
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 Owner - Inventory Lot Owner - Inventory Lot nopanel true
Insert excerpt Def - Owner Def - Owner nopanel true
Database Field: ERPx_IMLotOwner.OwnerName
Insert excerpt Purchase Order Purchase Order nopanel true
Database Field: ERPh_IMTransactionHeader.POHeaderSk
Production Batch
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 Production Batch Production Batch nopanel true
Insert excerpt Def - Production Batch Def - Production Batch nopanel true
Insert excerpt Def - Inventory Lot Def - Inventory Lot nopanel true
Database Field: ERPx_IMProductionLot.ProductionLotID
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.