The 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

...

Used to specify the type of transactions to include. This is a multi-select standard lookup that is not required to return results. If defaults to blank.

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

...

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

→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. 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. This is a multi-select standard lookup that is required to return results. It defaults as blank.

The lookup contains a list of all active Sites.

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

The lookup contains a list of all Transaction Classes.

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.
This is a multi-select standard lookup that is required to return results. It defaults to all Transaction Types selected.

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

→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.

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.

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.

If

It defaults as blank.

Insert excerpt

	Def -

Item ID

Site
	Def -

Item ID

Site
nopanel	true

The lookup contains a list of all

Items in the Items master file

active Sites.

Item Trans Class

Insert excerpt

	Inq -

Item

Transaction Class
	Inq -

Item

Transaction Class
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

Transaction Class - General
	Def -

Item

Transaction Class - General
nopanel	true

The lookup contains a list of all

Item Classes.Lot Owner

Transaction Classes, SO Shipment and SO Return.

Trans Date

Insert excerpt

	Date Control Text Box
	Date Control Text Box
nopanel	true

This is required to return results and defaults with a date range of the past 30 days.

Toolbar Icons

Description

Excel

Insert excerpt

Excel - LV

nopanel

true

Favorites

Insert excerpt

Favorites Add/Remove - Global

nopanel

true

Grid Layout

Insert excerpt

Grid Layout for Kendo - Global

nopanel

true

Help

Insert excerpt

Help - Global

nopanel

true

Refresh

Insert excerpt

Refresh - Global

nopanel

true

View

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

Trans Type

Insert excerpt

	Inq -

Lot Owner

Transaction Type
	Inq -

Lot Owner

Transaction Type
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 - Owner

Transaction Types
	Def -

Lot - Owner

Transaction Types
nopanel	true

The lookup contains

a list of all Lot Owners.

Search

Insert excerpt

Inq - Search

nopanel

true

Site

Insert excerpt

Inq - Site

nopanel

true

Insert excerpt

Def - Site

nopanel

true

Transaction Class

Insert excerpt

Inq - Transaction Class

nopanel

true

Insert excerpt

Def - Transaction Class - General

nopanel

true

Transaction Date

Insert excerpt

Inq - Transaction Date

nopanel

true

Transaction Type

Insert excerpt

Inq - Transaction Type

nopanel

true

Insert excerpt

Def - Transaction Types

nopanel

true

Saved Filters

Insert excerpt

Grid Options for Kendo - Global

nopanel

true

Header Toolbar

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

Displays the cost group attached to the item. This can be edited from the 'Cost Group' property on the 'Properties' tab of the Item Record View.

Def - Cost Group

Database Field: ERPx_IMCostGroup.CostGroupID

Displays the date of the inventory transaction. Home for Adjustment, Production and Receipt transactions This can be edited 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. ERPxTransactionDate Attribute Attribute Attribute This Item Attribute selected Attribute ClassDef - Attribute ClassMFAttributeClass.ClassDescription, ERPX_AttributeClassSK ERPxItem ID This field is not editable.Def - Item ID ERPx

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

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

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

BOL

Displays the BOL ID entered on the transaction. This field is specific to the Transfer transactionSO Shipments and Inventory Transfers. This can be edited from the 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 transaction is transactions are in a Status of New.

Database Field: ERPxERPh_IMTransactionHeader.BOL

Corrected From

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

Database Field: ERPx_IMTransactionHeader.CorrectedFromTransactionHeaderSK

Cost Group

GL Date

Insert excerpt

Def - Cost Group

GL Date
	GL Date
nopanel	true

Date

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'Units' field or 'Weight' field of a line item on the 'Properties' tab 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.
Database Fields: ERPx_IMTransactionDetail.EffectOnInventoryUnits or ERPx_IMTransactionDetail.EffectOnInventoryWeighttransaction 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: ERPxERPh_IMTransactionHeader.Reference

Site Displays the Site ID 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.
Insert excerptDef - SiteDef - Sitenopaneltrue

Database Fields: ERPx_MFSite.SiteID, ERPx_IMTransactionHeader.SiteSK

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

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.

SiteName

SiteID,

ERPx

ERPh_IMTransactionHeader.SiteSK

Status

Insert excerpt

	Status
	Status
nopanel	true

This can be edited from the 'Status' field 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'.

Insert excerpt

	Def - Status
	Def - Status
nopanel	true

The The Statuses that apply to transactions in this inquiry include: Insert excerptDef - Status - OpenDef - Status - Opennopaneltrue Open transactions are transactions in a status of New or Approved. transaction in this List View include:

Insert excerpt

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

Posted transactions are transactions in a status of Ready to Post or Posted.

Insert excerpt

	Def - Status - DeletedVoid
	Def - Status - DeletedVoid
nopanel	true

Insert excerpt

	Def - Status - VoidReplaced
	Def - Status - VoidReplaced
nopanel	true

Database Fields: ERPx_IMTransactionStatusAPTransactionStatus.TransactionStatusNameStatusName, ERPxERPh_IMTransactionHeader.TransactionStatusSK

TransactionTrans DateTransaction IDnopaneltrue Clicking on the link opens

Insert excerpt

Transaction ID

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

the associated record. This value is system generated when the transaction is created and is not editable.
Insert excerptDef - Transaction IDDef - Transaction IDnopaneltrue

Database Field: ERPx_IMTransactionHeader.TransactionID

Transaction Class

a Transfer transactions while the transaction is in a Status of New.

Database Field: ERPh_IMTransactionHeader.TransactionDate

Transaction ID

Insert excerpt

	Transaction

Class

ID
	Transaction

Class

ID
nopanel	true

This

comes from the 'Transaction Class' 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

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

Insert excerpt

	Def - Transaction

Class - General

ID
	Def - Transaction

Class - General

ID
nopanel	true

Database Field:

ERPX

ERPh_

IMTransactionClass.TransactionClassID, ERPx_IMTransactionHeader.TransactionClassSK

IMTransactionHeader.TransactionID

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 type types only displays when the corresponding invoice is posted.

Database Field: ERPx_IMTransactionType.TransactionTypeDescription, ERPx ERPh_IMTransactionHeader.TransactionTypeSK

Units UOM

Insert excerpt

	UOM - Default IM Units
	UOM - Default IM 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: ERPXERPh_IMItemIMTransactionDetail.DefaultIMUnitUOMSKEffectOnInventoryUnitsUOMSK

Units

Insert excerpt

	Units - On HandLV
	Units - On HandLV
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_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

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 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:

ERPX

ERPh_

IMItem.UOMScheduleSK, ERPx_IMTransactionDetail.ItemSK
Void DateDisplays the date the transaction was voided.

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 5	New Version Current
Changes made by	Janice Dannenberg (Unlicensed)	Tom Williams
Saved on	Aug 21, 2020	Jun 03, 2024

Versions Compared

Key

Page Header

Filters

Page Header

Search

Header Toolbar

Page Detail

Related Topics

Page Definitions

Technical Details

Page Comparison

Versions Compared

Key

Page Header

Filters

Page Header

Search

Header Toolbar

Page Detail

Related Topics

Page Definitions

Technical Details