The Cost History Inquiry details all layer costs assigned 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.

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 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: 20222024.0612.16 and newer

Table of Contents

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NON-INV
Item - Actual
Item - Market
Item - Standard
Lot - Actual

This should be based on what we do with the same data on the Update Costs inquiry.

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

be changed to 'Closed'.Is this intended to be a single select lookup and not a multi-select lookup?

Change label to 'Cost Layer Effective Date'

Filter Items

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
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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

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	Date Control Text Box
	Date Control Text Box
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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

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	Item ID & Item Description
	Item ID & Item Description
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This is a multi-select lookup to 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.

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	Def - Item ID
	Def - Item ID
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The lookup contains a list of all Items displayed as [Item ID]: [Item Description].

Item Class

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	Inq - Item Class
	Inq - Item Class
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This is a multi-select lookup to 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.

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

Lot Owner

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	Inq - Lot Owner
	Inq - Lot Owner
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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.

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	Def - Owner
	Def - Owner
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The lookup contains a list of all Lot Owners.

Reason Code

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	Reason Code - Cost Layer
	Reason Code - Cost Layer
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This is a multi-select lookup 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.

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	Def - Reason Code
	Def - Reason Code
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The lookup contains a list of all the 'Lot Cost Adjustment' Reason Codes.

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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	Site ID & Name
	Site ID & Name
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This is a 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.

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	Def - Site
	Def - Site
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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 ' field is applied on the Mass Update dialog box launched from the Update Costs List View. This can be edited property '' Record View ERPxProduction Production ' Record View.
Database Field: DateProduced ID IDIdentifies whether the cost of the item is evaluated using the item or the lot. This Valuation Method zNot Defined zNot DefinedValuationMethodEN This can Cost UOM

Database Fields: ERPx_IMItem.CostUOMSK

Displays 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 be editedIMLotCostHistoryEffectiveDate View.

Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.InventoryActSK

ItemID field is not editable. The Item Description' property on the ' ERPx_IMItem.ItemDescription
This can be edited from the 'Label Code' field on the 'Properties' tab of the Production Batch Record View.
Database Field: ERPx_IMProductionLot.LabelCode CostThis 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 NewOutside PurchaseOutside Purchase ''

Database Field: ERPx_IMProductionLot.IsOutsidePurchase

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

Database Fields: ERPx_MFSite.SiteName, ERPx_IMProductionLot.ManufactureSiteSK

Displays 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 View. 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 ERPx_IMLotBalance 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 Database FieldStandardCost

Toolbar Icons

Description

Column Filter Show/Hide

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	Column Filter Show/Hide - Global
	Column Filter Show/Hide - Global
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Excel

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	Excel - LV 3.0
	Excel - LV 3.0
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Favorites

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	Favorites Add/Remove - Global
	Favorites Add/Remove - Global
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Group By Show/Hide

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	Group By Show/Hide - Global
	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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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
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Saved Layouts

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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
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Fields

Description

Checkbox

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	Checkbox
	Checkbox
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Actual

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Cost Rate

Actual Cost

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true

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'.

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	Def - Cost Rate - Actual
	Def - Cost Rate - Actual
nopanel	true

Database Field: ERPx_IMLotCostHistory.Cost

Batch Comment

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	Batch Comment
	Batch Comment
nopanel	true

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

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	Def - Batch Date

	Def - Batch Date
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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 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

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

Database Fields: ERPx_IMLotBalance.BornOnDate

Cost Group

Description

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	Cost Group

Description
	Cost Group

Description
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This is not required and can be edited from the 'Cost Group' property on the 'Properties' tab of the Item Record View.

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	Def - Cost Group
	Def - Cost Group
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Database Field: ERPx_IMCostGroup.CostGroupID, ERPx_IMCostGroup.CostGroupDescription, ERPx_IMItem.CostGroupSK

Cost Type

UOM

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	UOM - Cost
	UOM - Cost
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This is required for Costing and can be edited from the '

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

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	Def -

UOM
	Def -

UOM
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Database Fields: ERPx_IMItem.

CostUOMSK

Cost UOM

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UOM - Cost

nopanel

true

Costing Method

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

Def - UOM

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true

Costing Status

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

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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

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	Country of Origin
	Country of Origin
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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

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	Days

Until Expiration
	Days

Until Expiration
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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

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

Database Field: ERPx_

IMProductionLot.

ExpirationDate

Inventory Balance Sheet Account

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	GL Account - Inventory Balance Sheet
	GL Account - Inventory Balance Sheet
nopanel	true

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

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	Item ID & Item Description
	Item ID & Item Description
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The 'Item ID'

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

Properties' tab of the Item Record View.

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	Def - Item ID
	Def - Item ID
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Database Fields: ERPx_IMItem.ItemID,

Label Code

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Label Code

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true

ERPx_IMItem.ItemDescription, ERPh_IMTransactionDetail.ItemSK

Last Updated

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	Last Updated
	Last Updated
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Database Field: ERPx_IMLotCostHistory.LastUpdated

Last Updated By

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

Market Cost Rate

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'.

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	Def - Cost Rate - Market
	Def - Cost

Rate - Market


nopanel	true

Database Field: ERPx_IMLotCostHistory.MarketCost

Owner

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	Owner - Inventory Lot
	Owner - Inventory Lot
nopanel	true

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

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	Def - Owner
	Def - Owner
nopanel	true

Database Field: ERPx_IMLotOwner.OwnerName

Outside Purchase

Production Batch

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Outside Purchase

Production Batch
	Production Batch
nopanel	true

This can be edited from the '

Production Batch' field on the

Properties

Production Batch

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 Lot


nopanel	true

Database Field: ERPx_IMProductionLot.ProductionLotID

Production Site

Reason Code

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Batch Site

Reason Code - Cost Layer
	Reason Code - Cost Layer
nopanel	true

This can

Reason Code

only be assigned when adding/editing a Cost Layer or adding/updating a Base Cost.

Insert excerpt

	Def - Reason Code
	Def - Reason Code
nopanel	true

Database Fields: ERPx_MFNoteTypeReasonCode.ReasonCode, ERPx_IMLotCostHistory.ReasonCodeSK

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

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Site ID

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true

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.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.

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

ERPx_MFSite.SiteID, ERPh_IMTransactionHeader.SiteSK

Site Name

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Site Name

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true

Displays the Site Name for the Site where the inventory balances are stored. This is always editable from the Sites Record View.

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	Def - Site
	Def - Site
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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. The options include:

BOM
Inherited
Item Default - Base
Manual - Base
Manual - Layer
Transaction Base
Transaction Layer

ERPx_IMLotCostHistory.LotCostTypeEN

Standard Cost Rate

Source Transaction

Identifies the Cost Distribution transaction that added the Cost History record.

Database Fields: ERPx_IMLotBalance.LotSK, ERPx_IMLotCostHistory.

SourceTransaction

Storage Begin Date

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	Def - Storage Begin Date
	Def - Storage Begin Date
nopanel	true

This can only be edited on the Warehouse Lot List View.

Database Fields: ERPx_IMWarehouseLot.

DtorageRenewalDate

StorageRenewalDate

Storage Renewal Day

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	Def - Storage Renewal Day
	Def - Storage Renewal Day
nopanel	true

This can only be edited by editing the 'Storage Begin Date' on the Warehouse Lot List View

Database Fields: ERPx_IMWarehouseLot.

DtorageRenewalDay

StorageRenewalDay

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 from here.

Database Fields: ERPx_IMItem.UOMScheduleSK, ERPh_IMTransactionDetail.ItemSK

Warehouse Lot

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	Warehouse Lot
	Warehouse Lot
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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

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	Def - Inventory Lot
	Def - Inventory Lot
nopanel	true

Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK

Voided

Identifies whether the Cost History record was voided.

Version	Old Version 30	New Version Current
Changes made by	Tom Williams	Emma Greenwood
Saved on	Jul 07, 2022	Dec 16, 2024

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