sThe purpose of this inquiry is to display each transaction that affects the inventory balance of an item. From the inquiry, users may also click the transaction number hyperlink to open the corresponding inventory transaction Record View.

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

Software Version: 2020.xx.xx and newer

Table of Contents

type	flat

Page Header

Filters

...

The purpose of this inquiry is to display each transaction that affects inventory On Hand balances. From this 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 List View by selecting a one or more line item(s) and clicking "View Item History" toolbar icon.

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

Software Version: 2022.08.26 and newer

Table of Contents

type	flat

Page Header

Search

If to

This lookup contains the values in the ?????????????? Enumeration Class.

Filter Items

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.

Item

Insert excerpt

	Def - Owner
	Def - Owner
nopanel	true

The lookup contains a list of all Lot Owners.

Saved Searches

Inq - Item

Insert excerpt

Inq - Item

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

This is a multi-select standard lookup that is required to return results. If defaults as blank. Insert excerptDef - Item IDDef - Item IDnopaneltrue

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

Item Class

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 -

Item Class

Site
	Inq -

Item Class

Site
nopanel	true

This is a multi-select standard lookup that is not required to return results.

If

It defaults as blank.

Insert excerpt

	Def -

Item Class

Site
	Def -

Item Class

Site
nopanel	true

The lookup contains a list of all

Item Classes

active Sites.

Lot OwnerTrans Class

Insert excerpt

	Inq -

Lot Owner

Transaction Class
	Inq -

Lot Owner

Transaction Class
nopanel	true

This

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

to all Lot Owners

as blank.

Insert excerpt

	Def -

Lot

Transaction Class -

Owner

General
	Def -

Lot

Transaction Class -

Owner

General
nopanel	true

The lookup contains a list of all

Lot Owners

Transaction Classes, SO Shipment and SO Return.

SearchTrans DateInq - Search

Insert excerpt

Inq - Search

Date Control Text Box
	Date Control Text Box
nopanel	true

This is

a text box that is not

required to return results

. It defaults as blank and can be used to search Item ID, Item Description, Site ID, Site Name, Warehouse Lot, Production Batch, Owner or Attribute Values. Please refer to the How to Search in NorthScope FAQ for advanced search options.Site

and defaults with a date range of the past 30 days.

Trans Type

Insert excerpt

	Inq -

Site

Transaction Type
	Inq -

Site

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

Page Detail

Toolbar Icons

Description

Column Filter Show/Hide

Def - Site

Insert excerpt

Def - Site

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

The lookup contains a list of all active Sites.

Transaction ClassExcelInq - Transaction Class

Insert excerpt

Inq - Transaction Class

Excel - LV 3.0
	Excel - LV 3.0
nopanel	true

This is a multi-select standard lookup that is required to return results. It defaults to all Transaction Classes selected.FavoritesDef - Transaction Class - General

Insert excerpt

Def - Transaction Class - General

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

The lookup contains a list of all Transaction Classes.

Transaction DateGroup By Show/HideInq - Transaction Date

Insert excerpt

Inq - Transaction Date

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

This is a date picker that allows users to select a single date or a range of dates. This is required to return results and defaults as blank.
Transaction TypeHelpInq - Transaction Type

Insert excerpt

Inq - Transaction Type

Help - Global 3.0
	Help - Global 3.0
nopanel	true

This is a multi-select standard lookup that is required to return results. It defaults to all Transaction Types selected.More ActionsToolbar IconsDescriptionExcel Insert excerptExcel - LVExcel - LVnopaneltrueFavorites Insert excerptFavorites Add/Remove - GlobalFavorites Add/Remove - GlobalnopaneltrueGrid Layout Insert excerptGrid Layout for Kendo - GlobalGrid Layout for Kendo - Globalnopaneltrue →Tom, this is the excerpt I created as a placeholder that we can update and also add a link to another page as you suggested. Help Insert excerptHelp - GlobalHelp

Def - Transaction Types

Insert excerpt

Def - Transaction Types

More Actions - Global 3.0
	More Actions - Global 3.0
nopanel	true

The lookup contains a list of all Transaction Types configured for the Company.

Saved Filters Insert excerptGrid Options for Kendo - GlobalGrid Options for Kendo - Globalnopaneltrue →Tom, this is the excerpt I created as a placeholder that we can update and also add a link to another page as you suggested.

Header Toolbar

Displays the cost group attached to the itemCost Group property Properties Item .true ERPxIMCostGroupCostGroupIDTransferred OnHome for a Transfer transactions ERPxTransactionDate Attribute Attribute Attribute This Item Attribute selected Attribute Attribute Class_MFAttributeClass.ClassDescription, ERPXAttributeClassSK ERPxItem ID This field is not editable.Def - Item ID ERPx

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: 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

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	Quick Column Filter
	Quick Column Filter
nopanel	true

Print

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	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

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

RefreshSearch Options

Insert excerpt

Refresh - Global

nopanel

true

View

Opens the Shipment Details Record View, which displays shipment details for the selected transaction.

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

Fields

Description

BOL

Cost Group

Displays the BOL ID entered on the transaction. This field is specific to the Transfer transaction. This can be edited from the 'BOL' field on the 'Home' tab of the Transfer Transaction Record View while the transaction is in a Status of New.

Database Field: ERPx_IMTransactionHeader.BOL

Corrected From

Displays the Transaction ID of the source transaction that was corrected. This field only displays a value when the transaction was corrected. This is not editable.

Database Field: ERPx_IMTransactionHeader.CorrectedFromTransactionHeaderSK

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

Insert excerpt

Def - Cost Group

nopanel

(for Transfers) while the transactions are in a Status of New.

Database Field:

ERPh_

IMTransactionHeader.

BOL

DateCorrected From

Displays the

date

Transaction ID of the

inventory

source transaction that was corrected. This

can be edited 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.

field only displays a value if the transaction has been corrected. This is not editable.

Database Field: ERPx_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 Description
	Item Description
nopanel	true

Database Fields: ERPx

_IMItem.

ItemDescription,

ERPh_IMTransactionDetail.ItemSK

Item ID

Insert excerpt

	Item ID

nopanel

true

Insert excerpt

Def - Item ID

- LV
	Item ID - LV
nopanel	true

Database Fields: ERPx_IMItem.ItemID,

ERPh_IMTransactionDetail.ItemSK

Item: Description

Insert excerpt

	Item ID & Item Description
	Item ID & Item Description
nopanel	true

This 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.

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

GL DatePO #

GL Date

Insert excerpt

GL Date

Purchase Order
	Purchase Order
nopanel	true

Database Field: ERPh_IMTransactionHeader.POHeaderSk

Quantity

Displays the unit or weight quantity of the item, in the default reporting UOM. This can be edited from the 'GL Date' field on the 'Properties' tab Units' field or 'Weight' field of a line item on the Items grid of the Transaction Record Record View while the transaction is in a Status of New. Database Field: ERPx_IMTransactionHeader. GLDate

Quantity

Displays the unit quantity or weight quantity of the item in the default reporting UOM. This can also be edited from the 'Units' field or 'Weight' field of a line item on the Items grid of the Transaction 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: ERPx_IMTransactionDetail.EffectOnInventoryUnits, ERPx_IMTransactionDetail.EffectOnInventoryWeightERPh_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: ERPxERPh_IMTransactionHeader.Reference

Site ID

Displays the Site ID at which for the Site where the transaction affects the item's balanceoccurred. 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_IMTransactionHeader.SiteSK

Site NameDisplays the Site Name at which the transaction affects the item's balance. 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.

ERPh_IMTransactionHeader.SiteSK

Status

Insert excerpt

	Status
	Status
nopanel	true

Insert excerpt

	Def - Status
	Def - Status
nopanel	true

The Statuses that apply to transaction in this List View include:

Insert excerpt

	Def - Status - Posted
	Def - Status - Posted
nopanel	true

Insert excerpt

	Def - Status - Void
	Def - Status - Void
nopanel	true

Insert excerpt

	Def -

Site

Status - Replaced
	Def - Status -

Site

Replaced
nopanel	true

Database Fields: ERPx_

MFSite

APTransactionStatus.

SiteNameERPx

StatusName,

ERPh_IMTransactionHeader.

SiteSK

TransactionStatusSK

StatusTrans Date

Insert excerpt

Status

	Doc Date

Status

	Doc Date
nopanel	true

This can be edited from the 'Status 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 , Receipt and Transfer Record View and represents the status of the transaction. This is always editable 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' or 'Approved'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 -

Status

Transaction ID
	Def -

Status

Transaction ID
nopanel	true

The Statuses that apply to transactions in this inquiry include:

Database Field: ERPh_IMTransactionHeader.TransactionID

Transaction TypeTransaction ClassTransaction Type

Def - Status - Open

Insert excerpt

Def - Status - Open

Transaction Type
	Transaction Type
nopanel	true

Open transactions are transactions in a status of New or Approved. Insert excerptDef - Status - PostedDef - Status - PostednopaneltruePosted transactions are transactions in a status of Ready to Post or Posted 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 -

Status - Deleted

Transaction Types
	Def -

Status - Deleted

Transaction Types
nopanel	true

Insert excerptDef - Status - VoidDef - Status - Voidnopaneltrue

Database Fields: ERPx_IMTransactionStatus.TransactionStatusName, ERPx_IMTransactionHeader.TransactionStatusSK

Transaction

The SO Shipment and SO Return transaction types only displays when the corresponding invoice is posted.

Database Field: 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.Record View.

Insert excerpt

	Def - UOM
	Def - UOM
nopanel	true

Database Field: ERPh_IMTransactionDetail.EffectOnInventoryUnitsUOMSK

Units

Insert excerpt

Def

	Units -

UOM

LV

Def

	Units -

UOM

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: ERPXERPh_IMItemIMTransactionDetail.DefaultIMUnitUOMSKEffectOnInventoryUnits

UnitsUOM

Insert excerpt

Units

	UOM -

On Hand

Default Reporting

Units

	UOM -

On Hand

Default Reporting
nopanel	true

This can be

updated when units for an item on an inventory transaction has been Posted or units for an allocated item on a sales order has been Posted. This is a calculated field and not stored in the database.UOMDisplays the unit quantity or weight quantity of the item in the default reporting UOM. This can be edited from the 'Default Reporting UOM

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.UOM ScheduleVoid Date

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

Weight

Insert excerpt

	Weight -

On Hand

LV
	Weight -

On Hand

LV
nopanel	true

This can be

updated when weight for an item on an inventory transaction has been Posted or weight for an allocated item on a sales order has been Posted. This is a calculated field and not stored in the database.

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: ERPxERPh_IMLotBalanceIMTransactionDetail.WeightUOMSKEffectOnInventoryWeightUOMSK

Version	Old Version 4	New Version Current
Changes made by	Janice Dannenberg	Tom Williams
Saved on	Aug 20, 2020	Jun 03, 2024

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