Page Comparison

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: 2022.08.26 and newer

...

Search Options

Description

Auto Hide Filters

Insert excerpt

	Auto Hide Filters
	Auto Hide Filters
nopanel	true

Auto Refresh on Open

Insert excerpt

	Auto Refresh on Open
	Auto Refresh on Open
nopanel	true

Include

Insert excerpt

	Inq - Include - Inv
	Inq - Include - Inv
nopanel	true

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

Insert excerpt

	Inq - Item
	Inq - Item
nopanel	true

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

Insert excerpt

	Def - Item ID
	Def - Item ID
nopanel	true

The lookup contains a list of all Items in the Items master file.

Item Class

Insert excerpt

	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.

Insert excerpt

	Def - Item Class
	Def - Item Class
nopanel	true

The lookup contains a list of all Item Classes.

Lot Owner

Insert excerpt

	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.

Insert excerpt

	Def - Owner
	Def - Owner
nopanel	true

The lookup contains a list of all Lot Owners.

Saved Searches

Insert excerpt

	Search Options for Framework 3.0 - Global
	Search Options for Framework 3.0 - Global
nopanel	true

Search

Insert excerpt

	Search - Search Options
	Search - Search Options
nopanel	true

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 excerpt

	Inq - Site
	Inq - Site
nopanel	true

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

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

The lookup contains a list of all active Sites.

Trans Class

Insert excerpt

	Inq - Transaction Class
	Inq - Transaction Class
nopanel	true

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

Insert excerpt

	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

Insert excerpt

	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

Insert excerpt

	Inq - Transaction Type
	Inq - Transaction Type
nopanel	true

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

Insert excerpt

	Def - Transaction Types
	Def - Transaction Types
nopanel	true

The lookup contains 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

...

Toolbar Icons

Description

Column Filter Show/Hide

Insert excerpt

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

Excel

Insert excerpt

	Excel - LV 3.0
	Excel - LV 3.0
nopanel	true

Favorites

Insert excerpt

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

Group By Show/Hide

Insert excerpt

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

Help

Insert excerpt

	Help - Global 3.0
	Help - Global 3.0
nopanel	true

More Actions

Insert excerpt

	More Actions - Global 3.0
	More Actions - Global 3.0
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

Insert excerpt

	Quick Column Filter
	Quick Column Filter
nopanel	true

Print

Insert excerpt

	Print - LV 3.0
	Print - LV 3.0
nopanel	true

Refresh

Insert excerpt

	Refresh - Global 3.0
	Refresh - Global 3.0
nopanel	true

Saved Layouts

Insert excerpt

	Column Layouts for Framework 3.0 - Global
	Column Layouts for Framework 3.0 - Global
nopanel	true

Search Options

Insert excerpt

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

Fields

Description

Batch Comment

Insert excerpt

	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

Insert excerpt

	Batch Date
	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

Insert excerpt

	Batch Site
	Batch Site
nopanel	true

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

GL Date

Insert excerpt

	GL Date
	GL Date
nopanel	true

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

Item Class ID

Insert excerpt

	Item Class
	Item Class
nopanel	true

This can be edited from the 'Class ID' property on the 'Properties' tab of the Item Class Record View.

Insert excerpt

	Def - Item Class
	Def - Item Class
nopanel	true

Database Field: ERPx_IMItemClass.ClassID

Item: Description

Insert excerpt

	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 excerpt

	Def - Item ID
	Def - Item ID
nopanel	true

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

Owner

Insert excerpt

	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.

Insert excerpt

	Def - Owner
	Def - Owner
nopanel	true

Database Field: ERPx_IMLotOwner.OwnerName

PO #

Insert excerpt

	Purchase Order
	Purchase Order
nopanel	true

Database Field: ERPh_IMTransactionHeader.POHeaderSk

Production Batch

Insert excerpt

	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.

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

Quantity

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. 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

Insert excerpt

	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.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

Database Fields: ERPx_MFSite.SiteID, ERPx_MFSite.SiteID, ERPh_IMTransactionHeader.SiteSK

Trans Date

Insert excerpt

	Doc Date
	Doc Date
nopanel	true

This can be edited from the 'GL Date' 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' 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: ERPh_IMTransactionHeader.TransactionDate

Transaction ID

Insert excerpt

	Transaction ID
	Transaction ID
nopanel	true

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

Insert excerpt

	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

Insert excerpt

	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.

Insert excerpt

	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

Insert excerpt

	UOM - Units
	UOM - Units
nopanel	true

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

Insert excerpt

	Def - UOM
	Def - UOM
nopanel	true

Database Field: ERPh_IMTransactionDetail.EffectOnInventoryUnitsUOMSK

Units

Insert excerpt

	Units - LV
	Units - LV
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

Insert excerpt

	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_IMItem.DefaultReportingUOMSK

UOM Schedule

Insert excerpt

	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_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

Insert excerpt

	Warehouse Lot
	Warehouse Lot
nopanel	true

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

Insert excerpt

	Weight - LV
	Weight - 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

Insert excerpt

	UOM - Weight
	UOM - 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

Versions Compared

Old Version 33

New Version Current

Key

Related Topics