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The Cost History Inquiry details all layer costs assigned to lots. The purpose of the inquiry is to display how the current cost is calculated.

(lightbulb) This list view also contains columns for each Attribute that is set up for the 'Items' attribute type and the 'Production Batches' attribute type. Additionally, this list view 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.xx.xx and newer

Table of Contents
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Page Header

Filters

...

Used to select one or more Cost Types to include. This is a multi-select standard lookup that is required to return results. It defaults to all Cost Types.

...

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

...

This lookup contains the value "Voids".

...

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

...

The lookup contains a list of all Item Classes.

...

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 as blank.

...

This lookup contains the values in the LayerCostingStatus Enumeration Class.

...

The lookup contains a list of all Lot Owners.

...

The lookup contains a list of all active Sites.

...

Header Toolbar

...

Database Field: ERPx_IMLotCostHistory.Cost

...

Database Field: ERPx_IMProductionLot.LotComment

...

Database Field: ERPx_IMProductionLot.DateProduced

...

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

...

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
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Page Header

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
Item ID & Item Description
nopaneltrue
 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.

Insert excerpt
Def - Item ID
Def - Item ID
nopaneltrue

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

Item Class

Insert excerpt
Inq - Item Class
Inq - Item Class
nopaneltrue
 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.

Insert excerpt
Def - Item Class
Def - Item Class
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
 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 - Owner
nopaneltrue

The lookup contains a list of all Lot Owners.

Reason Code

Insert excerpt
Reason Code - Cost Layer
Reason Code - Cost Layer
nopaneltrue
 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.

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 excerpt
Site ID & Name
Site ID & Name
nopaneltrue
 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.

Insert excerpt
Def - Site
Def - Site
nopaneltrue

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

Page Detail

Cost Group' property Propertiestrue Field ERPxIMCostGroupCostGroupIDIMCostGroupCostGroupDescriptionCostGroupSK This can be edited from the 'Cost UOM' property on InventoryActSK

UOM

Database Fields: ERPx_IMItem.CostUOMSK

Displays whether the layer costing is Open or Closed. This can be edited from the 'Layer Costing Status' property on the Mass Update dialog box launched from the Lot Balances List View._IMLotBalance.LayerCostingStatusENCountry of Origin
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 Cost Rate

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 Site 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 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 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.

Insert excerpt
Def - Cost GroupDef - Cost Groupnopanel

Database

Fields:

ERPx_

GLAccount.

AccountNumber, ERPx_

GLAccount.

Description, ERPx_IMItem.

Cost Type

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.ValuationMethodEN

Cost UOM

Insert excerpt
UOM - CostUOM - Cost
nopaneltrue
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 -

Def - UOM
nopaneltrue
Costing Status

Item ID
Def - Item ID
nopaneltrue

Database Fields: ERPx

_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPh_IMTransactionDetail.ItemSK

Last Updated

Country of Origin

Insert excerpt
Country of Origin
Last Updated
Last Updated
nopaneltrue
This can be edited from the 'Country of Origin' field on the 'Properties' tab of the Production Batch Record View.

Database Field: ERPx_IMProductionLotIMLotCostHistory.CountryOfOrigin

Days Since Received

LastUpdated

Last Updated ByDays Since Received

Insert excerpt

Days Since Received

Last Updated By
Last Updated By
nopaneltrue

It is calculated as [Current Date - Received Date] and is never editable by a user. This is not stored in the database.
Effective

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.

ERPx_IMLotCostHistory.EffectiveDate or ERPx_MPBOMCostHistory.EffectiveDate

Inventory Balance Sheet Account Insert excerptGL Account - Inventory Balance SheetGL Account - Inventory Balance SheetnopaneltrueThis can be edited from the 'Inventory Balance Sheet' field on the 'Accounts' tab of the Item Recrod View.

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

ItemID: Description Insert excerptItem ID & Item DescriptionItem ID & Item Descriptionnopaneltrue 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 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'.

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 -

Item ID

Owner
Def -

Item ID

Owner
nopaneltrue

Database

Fields

Field: ERPx_

IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPx_IMTransactionDetail.ItemSKLabel CodeMarketOwner

IMLotOwner.OwnerName

Production Batch

Owner - Inventory Lot

Insert excerpt
Owner - Inventory Lot
Production Batch
Production Batch
nopaneltrue
 This can be edited from the 'OwnerProduction Batch' field on the Items grid Properties tab of the Transaction Production Batch Record View while the transaction is in a Status of New. . 

Insert excerpt
Def - Production Batch
Def -
Lot - Owner
Production Batch
nopaneltrue

Insert excerpt
Def - Inventory Lot
Def -
Owner
Inventory Lot
nopaneltrue

Database Field: ERPx_IMLotOwnerIMProductionLot.OwnerNameProductionLotID

Outside Purchase

Production Batch

Reason CodeProduction Batch

Insert excerpt

Production Batch

Reason Code - Cost Layer
Reason Code - Cost Layer
nopaneltrue

 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. 

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

Insert excerpt
Def -

Lot - Production BatchDef - Lot - Production Batchnopaneltrue

Database Field: ERPx_IMProductionLot.ProductionLotID

Production Site Insert excerptProduction Batch SiteProduction Batch SitenopaneltrueThis

Reason Code
Def - Reason Code
nopaneltrue

Database Fields: ERPx_MFNoteTypeReasonCode.ReasonCode, ERPx_IMLotCostHistory.ReasonCodeSK

Received From Site

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 '

Production Batch Site'

Rec. From' header field on the

Properties tab of

Inventory Receipt record view before the transaction is posted or from the Production Batch Record

View

View at any time. 

Database Fields: ERPx_

MFSite

IMLotBalance.

SiteID

ProductionLotSk, ERPx_

MFSite.SiteName, ERPx_IMProductionLot.ManufactureSiteSKReason CodeReceived

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

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.

Insert excerpt
Def - Site
Def - Site
nopaneltrue

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

Site Name

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

Insert excerpt
Def - Site

ID

Def - Site

ID

nopaneltrue

 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 excerptDef - SiteDef - Sitenopaneltrue

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

Source Transaction

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

Database Fields: ERPx_

MFSite

IMLotBalance.

SiteName

LotSK, ERPx_

MFSite.SiteID, ERPx_IMTransactionHeader.SiteSKSite Name

IMLotCostHistory.SourceTransaction

Storage Begin DateSite

Insert excerpt

Site

Def - Storage Begin Date
Def - Storage Begin Date
nopaneltrue
 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.

can only be edited on the Warehouse Lot List View.

Database Fields: ERPx_IMWarehouseLot.StorageRenewalDate

Storage Renewal DayStandardTraded

Insert excerpt
Def -

Site

Storage Renewal Day
Def -

Sitenopaneltrue

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

Database Fields: ERPx_

MFSite.SiteName, ERPx_MFSite.SiteID, ERPx_IMTransactionHeader.SiteSKSource

IMWarehouseLot.StorageRenewalDay

UOM Schedule

Traded

Insert excerpt
Traded
UOM - Schedule
UOM - Schedule
nopaneltrue
 Displays "Yes" if the 'Traded' field has been set to "Yes" on the Production Batch Record or blank if the field has been set to "No". This can be edited This field comes from the 'TradedUOM Schedule' field property on the 'Properties' tab of the Production Batch record view. 

Database Field: ERPx_IMProductionLot.Traded

UpdatedUpdated ByVendor Purchased From

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 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
nopaneltrue

Insert excerpt
Def - Inventory Lot
Def -
Warehouse
Inventory Lot
nopaneltrue

Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK

VoidedIdentifies whether the Cost History record was voided.

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