Versions Compared

Version Old Version 29 New Version Current
Changes made by

Janice Dannenberg

Emma Greenwood

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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 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: 2020.11.13 and newer

Table of Contents
typeflat

Page Header

...

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.

This should be Valuation Type and only include options for Item or Lot, by default non-Sales Inventory Items would be 'Item' not Lot so we do not need the NON-INV.

...

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

...

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
typeflat

Page Header

Used 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". Remove parameter and move option to Include zNot Defined zNot Defined

This lookup contains the values in the LayerCostingStatus Enumeration Class.

The lookup contains a list of all Lot Owners.

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.

Filter ItemsDescription
Auto Hide Filters
Insert excerpt
Auto Hide Filters
Auto Hide Filters
nopaneltrue
Auto Refresh on Open
Insert excerpt
Auto Refresh on Open
Auto Refresh on Open
nopaneltrue
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

Insert excerpt
Date Control Text Box
Date Control Text Box
nopaneltrue
 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

Insert excerpt
Item ID & Item : Description Lookup
Item ID & Item : Description Lookup
nopaneltrue
This  This is a multia multi-select standard lookup that is not required to return results. It defaults as blankto 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
nopaneltrue

The lookup contains a list of all Items in the Items master fileof all Items displayed as [Item ID]: [Item Description].

Item Class

Insert excerpt
Inq - Item Class
Inq - Item Class
nopaneltrue
This  This is a multia multi-select standard lookup that is not required to return results. It defaults as blankto 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 ClassClass
nopaneltrue

The lookup contains a list of all Item Classes displayed as [Item Class ID]: [Item Class Description].
Lot Owner

Insert excerpt
Inq - Lot Owner
Inq - Lot Owner
nopaneltrue

The lookup contains a list of all Item Classes.

Layer Costing Status

 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.

Insert excerpt
Def -

Owner
Def -

Lot Owner

Owner
nopaneltrue

The lookup contains a list of all Lot Owners.

Reason Code

Insert excerpt
Inq - Lot OwnerInq - Lot OwnerReason Code - Cost Layer
Reason Code - Cost Layer
nopaneltrue
 This is a multia multi-select standard lookup that is not required to return results. It defaults as blank.
Insert excerpt
Def - OwnerDef - Owner
nopaneltrue
Insert excerpt
Def - Reason Code
Def - Reason Code
nopaneltrue

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

Insert excerpt
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 Insert excerptSite IDSite IDnopaneltrue This is a multi-select standard lookup that is not required to return results. It defaults as blank.
Insert excerptDef - SiteDef - Sitenopaneltrue

The lookup contains a list of all active Sites.

Trans Date Insert excerptInq - Transaction DateInq - Transaction Date
  • Site: [Site ID] or [Site Name]
  • WLot: [Warehouse Lot] 
Site

Insert excerpt
Site ID & Name
Site ID & Name
nopaneltrue

This

 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. Change label to 'Cost Layer Effective Date'
Saved Searches Insert excerptSearch Options for Framework 3.0 - GlobalSearch Options for Framework 3.0 - Globalnopaneltrue

multi-select lookup 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
nopaneltrue

The lookup contains a list of all active Sites displayed as [Site ID]: [Site Name].

Page Detail

Actual 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.  Comment property '' LotCommentProduction DateProduction Date can be edited Date '' FieldDateProduced BOM record. This MPBOM.BOMID, ERPx_IMProductionLot.BaseCostBOMSK  ID ID

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.

Database Fields: ERPx_IMItem.ValuationMethodENDisplays whether the layer costing is Open or Closed. tab of the Production Batch Record View.

Database Field: ERPx_IMProductionLot.CountryOfOrigin

Days Since Received Since Received Since Received It calculated as [Current Date - Received Date] and is never editable by a user. This is of Materials Record View and cannot be editedIMLotCostHistoryEffectiveDate _GLAccount.Description, ERPx_IMItem.InventoryActSKItemID field is not editable. The Item Description' property on the '
Label CodeLabel CodeThis can be edited from the 'Label Code' field on the 'Properties' tab of the Production Batch Record View. IMProductionLot.LabelCodeexcerpt-includeThis field cannot be edited once the 'Market Cost' field is applied on the Mass Update dialog box launched from the Update Costs List View. 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

Database Field: ERPx_IMLotOwner.OwnerName

This can be edited from the 'Outside Purchase' field on the 'Properties' tab of the Production Batch Record View. IMProductionLotIsOutsidePurchase '' Lot Production BatchBatch Site be edited from the 'Production Batch Site' field on the 'Properties' tab of the Production Batch Record View. MFSiteSiteNameIMProductionLotManufactureSiteSKDisplays 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 ViewMFNoteTypeReasonCodeReasonCodeIMLotCostHistoryReasonCodeSK
 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 saved 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 source of the update event field

ERPx_IMLotCostHistory.LotCostTypeEN

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

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

Database Field: ERPx_IMProductionLot.Traded

Database Field: ERPx_IMLotCostHistory.LastUpdated

Database Field: ERPx_IMLotCostHistory.LastUser

This can be edited from the 'Vendor Purchased From' field Production Batch   FieldIMProductionLot.PurchasedFrom Warehouse
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
Insert excerpt
Favorites Add/Remove - Global
Favorites Add/Remove - Global
nopaneltrue
Group By Show/Hide
Insert excerpt
Group By Show/Hide - Global
Group By Show/Hide - Global
nopaneltrue
Help
Insert excerpt
Help - Global 3.0
Help - Global 3.0
nopaneltrue
Quick Column Filter
Insert excerpt
Quick Column Filter
Quick Column Filter
nopaneltrue
Refresh

Insert excerpt
Refresh - Global 3.0
Refresh - Global 3.0
nopaneltrue

Saved Layouts
Insert excerpt
Column Layouts for Framework 3.0 - Global
Column Layouts for Framework 3.0 - Global
nopaneltrue
Search Options
Insert excerpt
Search Options - Inquiry Grid 3.0
Search Options - Inquiry Grid 3.0
nopaneltrue
FieldsDescription
Checkbox
Insert excerpt
Checkbox
Checkbox
nopaneltrue
Actual
Insert excerpt
Cost RateActual Cost
nopaneltrue

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'.

Insert excerpt
Def - Cost Rate - Actual
Def - Cost Rate - Actual
nopaneltrue
 

Database Field: ERPx_IMLotCostHistory.Cost

Batch Comment

Insert excerpt
Batch Comment
Batch Comment
nopaneltrue
 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_IMProductionLot.LotComment

Batch Date

Insert excerpt
Def - Batch Date
Def - 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 DateSite ID

Insert excerpt

Batch

Site

Batch

Site
nopaneltrue
This

is required and is always editable 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

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 is not editable.

Database Fields: ERPx_MPBOM.BOMID, ERPx_IMProductionLot.BaseCostBOMSK

Born on Date

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

Database Fields: ERPx_

IMLotBalance.BornOnDate

Cost Group Description

Insert excerpt
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
nopaneltrue

Database Field: ERPx_IMCostGroup.CostGroupID, ERPx_IMCostGroup.CostGroupDescription, ERPx_IMItem.CostGroupSK

Cost Type
Insert excerpt
Def - zNot DefinedDef - zNot Defined
nopaneltrue

Cost UOM

Insert excerpt
UOM - Cost
UOM - Cost
nopaneltrue
 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
nopaneltrue

Database Fields: ERPx_IMItem.CostUOMSK

Costing Method

Identifies the Costing Method assigned to the Item ID. This can only be edited from the 'Costing

Status

Method' property on the 'Advanced Properties' tab of the Item Record View.

Database Fields: ERPx_IMLotBalance.ItemSK, ERPx_IMItem.ValuationMethodEN

Costing Status

Displays 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

Insert excerpt
Country of Origin
Country of Origin
nopaneltrue
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' 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

Insert excerpt
Days

Until Expiration
Days

Until Expiration
nopaneltrue

 

This is

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 edited.

Database Field: ERPx_IMLotCostHistory.EffectiveDate

Expiration Date

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

Database Field: ERPx_

IMProductionLot.

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

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'

and/or the 'Item Description' can be edited from 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

Last Updated

Insert excerpt

Label Code

Last Updated
Last Updated
nopaneltrue

Database Field: ERPx_IMLotCostHistory.LastUpdated

Last Updated By

Insert excerpt
Last Updated By
Last Updated By
nopaneltrue

Database Field: ERPx_

Market

IMLotCostHistory.LastUser

Market Cost RateMarket Cost
nopaneltrue

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 cannot be edited, ownership for an existing Lot can only be changed via a Transfer Transaction.

Insert excerpt
Def - Owner
Def - Owner

nopaneltrue
Outside Purchase
Insert excerpt
Outside PurchaseOutside Purchase
nopaneltrue

nopaneltrue

Database Field: ERPx_

IMLotOwner.

OwnerName

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 -

Production Batch
Def - Production Batch
nopaneltrue

Insert excerpt
Def - Inventory Lot
Def -

Inventory Lot
nopaneltrue

Database Field: ERPx_IMProductionLot.ProductionLotID

Production Site
Reason Code

Insert excerpt

Batch Site

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

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_

MFNoteTypeReasonCode.

ReasonCode, ERPx_

IMLotCostHistory.

ReasonCodeSK

Reason Code
Received 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_

IMLotBalance.

ProductionLotSk, ERPx_

IMReceivedFrom.

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
Site IDSite ID
nopaneltrue

ReceivedFrom

Site ID

Displays 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 excerpt

Displays the Site Name

Site Name
nopaneltrue

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

Identifies how the Cost Layer was added. This

is automatically assigned based on how the costs were assigned and is not editable.

Standard
Insert excerpt
Standard CostStandard Cost
nopaneltrue
Traded
Insert excerpt
TradedTraded
nopaneltrue
Updated
Insert excerpt
Last Updated - Date OnlyLast Updated - Date Only
nopaneltrue
Updated By
Insert excerpt
Last Updated ByLast Updated By
nopaneltrue
Vendor Purchased From
Insert excerpt
Vendor Purchased FromVendor Purchased From
nopaneltrue

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

Item Record View and is not editable from here.


Database

Fields: ERPx_

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 -

Inventory Lot
nopaneltrue

Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK

VoidedIdentifies whether the Cost History record was voided.

Related Topics



Expand
titlePage Definitions

Page Definitions


...