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Insert excerptDef - Not DefinedDef - Not DefinednopaneltrueInventory Transactions are used to manage perpetual item and lot balances. The purpose of this page is to view, add, edit, remove, and post Inventory Adjustment, Production, Receipt, Transfer and Transfer Receipt Transactions. Additionally, users can Mass Update the Status of multiple transactions at once, view Shipment Details for Transfer transactions and Void/Correct transactions.

This list view also contains columns for each Attribute that is set up for the 'Inventory' attribute type. Because these are user defined, they are not included in the default view but can be added a saved layout. Inventory attributes are not included in the help documentation.

Software Version: yyyy2021.mm11.dd24 and newer

Table of Contents

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Toolbar Icons

Description

Delete

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	Delete - LV 3.0
	Delete - LV 3.0
nopanel	true

Column Filter Show/Hide

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

Edit

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	Edit - LV 3.0
	Edit - LV 3.0
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

Grid OptionsGroup By Show/Hide

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Grid Options for Kendo

	Group By Show/Hide - Global

Grid Options for Kendo

	Group By Show/Hide - Global
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Help

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	Help - Global 3.0
	Help - Global 3.0
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Mass Update

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	Mass Update - Global 3.0
	Mass Update - Global 3.0
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Status: A single-select lookup that defaults to "(No Change)", but also has options for "New", "Approved" and "Ready to Post". Assigns the selected Status to selected/filtered transactions when Apply is clicked.

More Actions

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	More Actions - Global
	More Actions - Global
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RV: Shipment Details - Opens the Shipment Details Record View page to allow edit of freight amounts.
Void/Correct - opens the Void/Correct page and allows the user to either Correct, Void or Void & Correct a transaction.

New

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	New - Multi-Select Trans Type - Global
	New - Multi-Select Trans Type - Global
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Invoice: A transaction to record a purchase you are making from a Vendor.

Credit Memo: A transaction to record a return/refund you are getting from Vendor

Adjustment: A transaction to adjust the On Hand balances of items.
Production: A transaction to record production, both for items consumed (Inputs) and items created (Output).
Receipt: A transaction to record the receipt of inventory purchased.
Transfer: A transaction to record the transfer of inventory items between Sites.

Print

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	Print - LV 3.0
	Print - LV 3.0
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Quick Column Filter

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	Quick Column Filter
	Quick Column Filter
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Refresh

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	Refresh - Global 3.0
	Refresh - Global 3.0
nopanel	true

Saved Layouts

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	Column Layouts for Framework 3.0 - Global
	Column Layouts for Framework 3.0 - Global
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View

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	View - Inquiry Grid 3.0
	View - Inquiry Grid 3.0
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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.

Fields

Description

Checkbox

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	Checkbox
	Checkbox
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BOL

Identifies the Bill of Lading reference/ID that was entered on the corresponding Transfer transaction. If no value was entered by the user, this field is populated with the Transaction ID of the corresponding Transfer when the record is saved. This is not required and can be edited on the 'Home' tab of the record view. This field is always editable while the transaction is in a status of New.

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	Def - Bill of Lading
	Def - Bill of Lading
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Database Field: ERPx_IMTransactionHeader.BOL

Comment

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	Comment - Header
	Comment - Header
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Database Field: ERPx_IMTransactionHeader.Description

Corrected From

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	Corrected From
	Corrected From
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This field only displays a value when the transaction was corrected and is never editable.

Database Field: ERPx_IMTransactionHeader.CorrectedFromTransactionHeaderSK

Created

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	Created
	Created
nopanel	true

Database Field: ERPx_IMTransactionHeader.CreatedDate

Created By

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	Created By
	Created By
nopanel	true

Database Field: ERPx_IMTransactionHeader.CreatedBy

GL Date

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	GL Date
	GL Date
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This is required and can be edited from the 'Properties' tab on the Transfer transaction record view. If no value is specified, this field will be populated with the transaction date on save.

Database Field: ERPx_IMTransactionHeader.GLDate

Last Updated

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	Last Updated
	Last Updated
nopanel	true

Database Field: ERPx_IMTransactionHeader.LastUpdated

Last Updated By

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	Last Updated By
	Last Updated By
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Database Field: ERPx_IMTransactionHeader.LastUser

PO #

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	Purchase Order
	Purchase Order
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Database Field: ERPx_IMTransactionHeader.POHeaderSk

Received From

Identifies the name of the entity (Vendor, Fisherman, Grower, etc.) the product was received from.

This is only required if a PO # has been entered on the transaction. This is editable when the transaction is in a Status of "New" for Receipts that are not linked to a PO #. For Receipts that are linked to a PO #, this is not editable.

Database Field: ERPx_IMTransactionHeader.ReceivedFrom

Reference

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	Reference
	Reference
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This is not required and can be edited from the 'Home' tab on the record view while in the status of New.

Database Field: ERPx_IMTransactionHeader.Reference

Site ID

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	Site ID
	Site ID
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This is required and can be edited from the 'Home' tab on the record view while in the status of New prior to Save.

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	Def - Site
	Def - Site
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Database Fields: ERPx_MFSite.SiteID, ERPx_IMTransactionHeader.SiteSK

Site Name

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	Site Name - LV
	Site Name - LV
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Database Fields: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.SiteSK

Status

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	Status
	Status
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This is required and can be edited from the 'Status' on the 'Home' tab of the Adjustment, Production, Receipt and Transfer Record View and represents the status of the transaction. This is always editable while the transaction is in a Status of 'New' or 'Approved'.

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	Def - Status
	Def - Status
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The Statuses that apply to transactions in this List View include:

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	Def - Status - New
	Def - Status - New
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	Def - Status - Approved
	Def - Status - Approved
nopanel	true

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	Def - Status - Ready to Post
	Def - Status - Ready to Post
nopanel	true

Database Field: ERPx_IMTransactionStatus.TransactionStatusName, ERPx_IMTransactionHeader.TransactionStatusSK

To Site ID

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	To Site ID
	To Site ID
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This is required and can be edited from the 'Home' tab on the record view while in the status of New prior to Save. This field is only visible on Transfer type transactions.

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	Def - Site
	Def - Site
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Database Field: ERPx_MFSite.SiteID, ERPx_IMTransactionHeader.ToSiteSK

To Site Name

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	To Site Name
	To Site Name
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This is required and can be edited from the 'Home' tab on the record view while in the status of New prior to Save. This field is only visible on Transfer type transactions.

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	Def - Site
	Def - Site
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Database Field: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.ToSiteSK

Trans Date

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	Doc Date
	Doc Date
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This is not required and can be edited from the 'Home' tab on the record view while in the status of New. For Transfer type transactions this is the 'Transferred On' date.

Database Field: ERPx_IMTransactionHeader.TransactionDate

Transaction Class

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	Transaction Class
	Transaction Class
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This is required and is a system assigned value based on which transaction class the user created the transaction in. It is never editable by a user.

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

Database Field: ERPX_IMTransactionClass.TransactionClassID,ERPx_IMTransactionHeader.TransactionClassSK

Transaction ID

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	Transaction ID
	Transaction ID
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Clicking on the link opens the corresponding transaction record view. This is a system assigned value and is never editable by a user.

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	Def - Transaction ID
	Def - Transaction ID
nopanel	true

Database Field: ERPx_IMTransactionHeader.

TransactionClassSK

Trans Type

TransactionID

Transaction Type

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	Transaction Type
	Transaction Type
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This is a system assigned value and is never editable by a user. The transaction types are: Adjustment, Production, Receipt and Transfer.

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	Def - Transaction Types
	Def - Transaction Types
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Database Field: ERPx_IMTransactionType.TransactionTypeDescription, ERPx_IMTransactionHeader.TransactionTypeSK

Transaction

Via Site ID

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	Via Site ID
	Via Site ID
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This is not required and can be edited from the 'Home' tab on the record view while in the status of New prior to Save. This field is only visible on Transfer type transactions.

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	Def - Site
	Def - Site
nopanel	true

Database Field: ERPx_

IMTransactionHeader.TransactionID

Transaction Date

Database Field:

MFSite.SiteID, ERPx_IMTransactionHeader.

TransactionDateVia Site

ViaSiteSK

Via Site Name

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	Via Site Name
	Via Site Name
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This is not required and can be edited from the 'Home' tab on the record view while in the status of New prior to Save. This field is only visible on Transfer type transactions.

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	Def - Site
	Def - Site
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Database Field: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.ViaSiteSK

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Version	Old Version 3	New Version Current
Changes made by	Emma Greenwood	Tom Williams
Saved on	Jul 14, 2020	Sept 09, 2022

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