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Column Filter Show/Hide | | Insert excerpt |
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| Column Filter Show/Hide - Global |
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Excel | | Insert excerpt |
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| Excel - LV 3.0 |
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| Favorites Add/Remove - Global |
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Help | | Insert excerpt |
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| Help - Global 3.0 |
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| Help - Global 3.0 |
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Mass Update | | Insert excerpt |
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| Mass Update - Global 3.0 |
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| Mass Update - Global 3.0 |
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More Actions | | Insert excerpt |
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| More Actions - Global 3.0 |
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IQ: Cost History: opens the cost history for the selected record. IQ: Item History: opens the Item History for the selected record. IQ: Lot History: opens the Lot History for the selected record. LV: Warehouse Lot RV: Production Batch
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Quick Column Filter | | Insert excerpt |
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| Quick Column Filter |
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| Quick Column Filter |
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| nopanel | true |
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Refresh | | Insert excerpt |
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| Refresh - Global 3.0 |
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| Refresh - Global 3.0 |
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| Column Layouts for Framework 3.0 - Global |
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| Column Layouts for Framework 3.0 - Global |
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Search Options | | Insert excerpt |
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| Search Options - Inquiry Grid 3.0 |
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| Search Options - Inquiry Grid 3.0 |
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Fields | Description |
Checkbox | | Insert excerpt |
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| Checkbox |
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| Checkbox |
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Actual Cost - Base | | Insert excerpt |
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| Def - Cost - Actual Base |
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| Def - Cost - Actual Base |
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This is a calculated field that can only be edited by adding/editing an 'Actual Base Cost'.Database Fields: ERPx_IMLotCostHistory.Cost where ERPx_IMLotCostHistory.LotCostTypeEN = 3 |
Actual Cost - Layers | | Insert excerpt |
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| Def - Cost - Actual Layers |
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| Def - Cost - Actual Layers |
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This is a calculated field that can only be edited by adding/editing an 'Actual Cost Layer'.Database Fields: ERPx_IMLotCostHistory.Cost where ERPx_IMLotCostHistory.LotCostTypeEN = 2 |
Actual Cost Rate | | Insert excerpt |
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| Def - Cost Rate - Actual |
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| Def - Cost Rate - Actual |
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This is a calculated field that can only be edited by adding/editing an 'Actula Cost Layer' or adding/updating an 'Actual Base Cost'. |
Base Source | Identifies whether the Base cost was assigned manually, from a transaction, or from a Bill of Material. What data field stores this value and how is it set? |
Batch Comment | | Insert excerpt |
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| Batch Comment |
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| Batch Comment |
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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 |
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| Def - Batch Date |
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| 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 | | Insert excerpt |
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| Batch Site |
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| 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 | | Insert excerpt |
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| Def - Born on Date |
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| Def - Born on Date |
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This is a system assigned value that is not editable.Database Field: ERPx_IMLotBalance.BornOnDate |
Cost Group Description | | Insert excerpt |
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| Cost Group Description |
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| 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.| Insert excerpt |
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| Def - Cost Group |
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| Def - Cost Group |
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| nopanel | true |
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Database Field: ERPx_IMCostGroup.CostGroupID, ERPx_IMCostGroup.CostGroupDescription, ERPx_IMItem.CostGroupSK |
Cost UOM | | Insert excerpt |
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| UOM - Cost |
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| UOM - Cost |
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| nopanel | true |
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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.
| Insert excerpt |
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| Def - UOM |
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| Def - UOM |
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| nopanel | true |
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Database Fields: ERPx_IMItem.CostUOMSK |
Costing Method | Identifies which cost bucket is used to post to the General Ledger. This is a required and can be edited from the 'Costing Method' property on the 'Advanced Properties' tab of the Item Record View. Database Fields: ERPx_IMItem.ValuationMethodEN |
Costing Status | | Insert excerpt |
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| Def - Lot Costing Status |
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| Def - Lot Costing Status |
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This can be edited from the 'Costing Status' property on the Mass Update dialog. Database Fields: ERPx_IMLotBalance.LayerCostingStatusEN |
Country of Origin | | Insert excerpt |
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| Country of Origin |
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| Country of Origin |
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| nopanel | true |
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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 | | Insert excerpt |
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| Days Until Expiration |
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| Days Until Expiration |
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This is a calculated field that is not stored in the database. |
Expiration Date | | Insert excerpt |
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| Batch Expiration Date |
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| Batch Expiration Date |
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| nopanel | true |
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This is editable from the Production Batch Record View.Database Field: ERPx_IMProductionLot.ExpirationDate |
Inventory Balance Sheet Account | | Insert excerpt |
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| GL Account - Inventory Balance Sheet |
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| GL Account - Inventory Balance Sheet |
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| nopanel | true |
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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 | | Insert excerpt |
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| Item ID & Item Description |
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| 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.
| Insert excerpt |
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| Def - Item ID |
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| Def - Item ID |
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Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPh_IMTransactionDetail.ItemSK |
Item Class ID | | Insert excerpt |
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| Def - Item Class |
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| Def - Item Class |
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| nopanel | true |
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Database Fields: ERPx_IMItemClass.ID, ERPx_IMItem.ItemClassSk |
Last Effective Actual Cost Change | | Insert excerpt |
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| Def - Last Effective Actual Cost Change |
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| Def - Last Effective Actual Cost Change |
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This can only be changed by adding an Actual Cost or adding/removing an Actual Cost Layer. |
Last Effective Market Cost Change | | Insert excerpt |
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| Def - Last Effective Market Cost Change |
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| Def - Last Effective Market Cost Change |
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This can only be changed by adding a Market Cost or adding/removing a Market Cost Layer.Last Effective Standard Cost Change |
LotSK | Identified the SK value of the Lot that is stored in the Database. This is for information only; it is not editable. Database Fields: ERPx_IMLotBalance.LotSK |
Lot Status | | Insert excerpt |
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| Def - Last Effective Standard Cost ChangeLot Status |
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| Def - Lot Status |
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| nopanel | true |
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Database Fields: ERPx_IMLotBalance.LotStatusEN |
Market Cost - Base | | Insert excerpt |
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| Def - Cost - Market Base |
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| Def - Last Effective Standard Cost ChangeCost - Market Base |
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| nopanel | true |
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This is a calculated field that can only be changed edited by adding a Standard Cost or adding/removing editing a Standard 'Market Base Cost Layer. |
LotSK | Identified the SK value of the Lot that is stored in the Database. This is for information only; it is not editable. Database Fields: ERPx_IMLotBalance.LotSK |
Lot Status'. Database Fields: ERPx_IMLotCostHistory.MarketCost where ERPx_IMLotCostHistory.LotCostTypeEN = 3 |
Market Cost - Layers | | Insert excerpt |
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| Def - Cost - Lot StatusMarket Layers |
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| Def - Cost - Lot StatusMarket Layers |
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| nopanel | true |
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Database Fields: ERPx_IMLotBalance.LotStatusEN | Market Cost - Base | | Insert excerpt |
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| Def - Cost - Market Base | Def - Cost - Market Base |
| nopanel | true |
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This is a calculated field This is a calculated field that can only be edited by adding/editing a 'Market Base Cost Layer'.Database Fields: ERPx_IMLotCostHistory.MarketCost where ERPx_IMLotCostHistory.LotCostTypeEN = 32
Market Cost - LayersRate | | Insert excerpt |
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| Def - Cost Rate - Market Layers |
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| Def - Cost Rate - Market Layers |
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| nopanel | true |
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This is a calculated field that can only be edited by adding/editing a 'Market Cost Layer' or adding/updating a 'Market Base Cost'.Database Fields: ERPx_IMLotCostHistory.MarketCost where ERPx_IMLotCostHistory.LotCostTypeEN = 2 | Market Cost Rate | | Insert excerpt |
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Def - Cost Rate - Market | Def - Cost Rate - Market |
| nopanel | true |
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This is a calculated field that can only be edited by adding/editing a 'Market Cost Layer' or adding/updating a 'Market Base Cost'.On Hand As Of | Identifies the date that the On Hand Balances are being displayed as of. This column is only populated when the inquiry is run with a value in the "GL Period Activity" Search Option Parameter, and it will be the ending date of the GL Period Specified. This is a calculated field that is not stored in the database. |
On Hand Units | | Insert excerpt |
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| Units - On Hand | Units - On Hand |
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On Hand As Of | Identifies the date that the On Hand Balances are being displayed as of. This column is only populated when the inquiry is run with a value in the "GL Period Activity" Search Option Parameter. If the item's 'Manage Items By' value is set to: "Units Only" or "Units and Weight", this field will be populated. "Weight Only", this field will be blank
On Hand Weight, and it will be the ending date of the GL Period Specified. This is a calculated field that is not stored in the database. |
On Hand Units | | Insert excerpt |
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| Weight Units - On HandWeight |
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| Units - On Hand |
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| nopanel | true |
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This column is only populated when the inquiry is run with a value in the "GL Period Activity" Search Option Parameter.If the item's 'Manage Items By' value is set to: | Insert excerpt |
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| Owner - Inventory Lot | Owner - Inventory Lot |
| nopanel | true |
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This cannot be edited, ownership for an existing Lot can only be changed via a Transfer Transaction. "Units Only" or "Units and Weight", this field will be populated.
"Weight Only", this field will be blank
Owner | | On Hand Weight | | Insert excerpt |
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| Def Weight - OwnerOn HandDef |
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| Weight - OwnerOn Hand |
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| nopanel | true |
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Database Field: ERPx_IMLotOwner.OwnerName | Production Batch | | Insert excerpt |
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| Production Batch | Production Batch |
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This can be edited from the 'Production Batch' field on the Properties tab of the Production Batch Record View. This column is only populated when the inquiry is run with a value in the "GL Period Activity" Search Option Parameter.If the item's 'Manage Items By' value is set to:
"Units Only" or "Units and Weight", this field will be populated.
"Weight Only", this field will be blank
Owner | | Insert excerpt |
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| Def Owner - Production BatchInventory LotDef |
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| Owner - Production BatchInventory Lot |
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This cannot be edited, ownership for an existing Lot can only be changed via a Transfer Transaction.| Insert excerpt |
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| Def - Inventory LotOwner |
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| Def - Inventory LotOwner |
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| nopanel | true |
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Database Field: ERPx_IMProductionLot.ProductionLotID | Received 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.IMLotOwner.OwnerName |
Production Batch | | Insert excerpt |
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| Production Batch |
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| Production Batch |
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This can be edited from the 'Rec. From' header field on the Inventory Receipt record view before the transaction is posted or from Production Batch' field on the Properties tab of the Production Batch Record View at any time.
Database Field: ERPx_IMReceivedFrom.ReceivedFrom, ERPx_IMProductionLot.ProductionLotSK, ERPx_IMLotBalance.LotSK | 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 |
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| Def - Production Batch |
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| Def - Production Batch |
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| nopanel | true |
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| Insert excerpt |
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| Def - SiteInventory Lot |
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| Def - SiteInventory Lot |
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| nopanel | true |
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Database FieldsField: 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 |
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Def - Site | Def - Site |
| nopanel | true |
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Database Fields: ERPx_MFSite.SiteName, ERPx_IMLotBalance.SiteSK
Standard Cost - Base | | Insert excerpt |
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| Def - Cost - Standard Base | Def - Cost - Standard Base | | nopanel | true |
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This is a calculated field that can only be edited by adding/editing a 'Standard Base Cost'.Database Fields: ERPx_IMLotCostHistory.StandardCost where ERPx_IMLotCostHistory.LotCostTypeEN = 3
Standard Cost - LayersIMProductionLot.ProductionLotID
Received 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 Field: ERPx_IMReceivedFrom.ReceivedFrom, ERPx_IMProductionLot.ProductionLotSK, ERPx_IMLotBalance.LotSK |
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 |
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| Def - Cost - Standard LayersSite |
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| Def - Cost - Standard LayersSite |
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| nopanel | true |
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This is a calculated field that can only be edited by adding/editing a 'Standard Cost Layer'.Database Fields: ERPx_IMLotCostHistory.StandardCost where ERPx_IMLotCostHistory.LotCostTypeEN = 2 | Standard Cost Rate | 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 |
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| Def - Cost Rate - StandardSite |
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| Def - Cost Rate - StandardSite |
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| nopanel | true |
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This is a calculated field that is not stored in the database. It can only be edited by adding/editing a 'Standard Cost Layer' or adding/updating a 'Standard Base Cost'. Database Fields: ERPx_MFSite.SiteName, ERPx_IMLotBalance.SiteSK |
Storage Begin Date | | Insert excerpt |
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| Def - Storage Begin Date |
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| Def - Storage Begin Date |
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| nopanel | true |
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This can only be edited on the Warehouse Lot List View.Database Fields: ERPx_IMWarehouseLot.DtorageRenewalDate |
Storage Renewal Day | | Insert excerpt |
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| Def - Storage Renewal Day |
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| Def - Storage Renewal Day |
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| nopanel | true |
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This can only be edited by editing the 'Storage Begin Date' on the Warehouse Lot List ViewDatabase Fields: ERPx_IMWarehouseLot.DtorageRenewalDay |
Unit UOM | | Insert excerpt |
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| UOM - Default IM Units |
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| UOM - Default IM Units |
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| nopanel | true |
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This column is only populated when the inquiry is run with a value in the "GL Period Activity" Search Option Parameter.If the item's 'Manage Items By' value is set to: "Units Only" or "Units and Weight", this field will be populated. "Weight Only", this field will be blank
| Insert excerpt |
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| Def - UOM |
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| Def - UOM |
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| nopanel | true |
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Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.DefaultIMUnitUOMSK |
UOM Schedule | | Insert excerpt |
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| UOM - Schedule |
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| UOM - Schedule |
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| nopanel | true |
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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 | | Insert excerpt |
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| Warehouse Lot |
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| Warehouse Lot |
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| nopanel | true |
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This can be edited from the 'Warehouse Lot' field on the Warehouse Lots List View.
| Insert excerpt |
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| Def - Warehouse Lot |
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| Def - Warehouse Lot |
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| nopanel | true |
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| Insert excerpt |
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| Def - Inventory Lot |
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| Def - Inventory Lot |
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| nopanel | true |
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Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK |
Weight UOM | | Insert excerpt |
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| UOM - Default IM Weight |
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| UOM - Default IM Weight |
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| nopanel | true |
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This column is only populated when the inquiry is run with a value in the "GL Period Activity" Search Option Parameter.If the item's 'Manage Items By' value is set to: "Weight Only" or "Units and Weight", this field will be populated. "Units Only", this field will be blank.
| Insert excerpt |
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| Def - UOM |
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| Def - UOM |
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| nopanel | true |
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Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.DefaultIMWeightUOMSK |
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 not automatically included in the default view. Because these attributes and lot certifications are user defined, they are not included in the help documentation.