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The Cost 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 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 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: 2022.06.16 and newer

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Filter ItemsDescription
Auto Hide Filters
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Auto Hide Filters
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Auto Refresh on Open
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Auto Refresh on Open
Auto Refresh on Open
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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:

  • NON-INV
  • Item - Actual
  • Item - Market
  • Item - Standard
  • Lot - Actual

This should be  based on what we do with the same data on the Update Costs inquiry. 

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

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'.

Is this intended to be a single select lookup and not a multi-select lookup?

This lookup contains the values in the LayerCostingStatus Enumeration Class.

Effective Date

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Date Control Text Box
Date Control Text Box
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 This is used to limit the Cost Layers based on their Effective Data. This defaults to "last 30 Days" but can be changed.

Change label to 'Cost Layer Effective Date'

Include


Item

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Item ID & Item Description
Item ID & Item Description
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 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.

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

Item Class

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Inq - Item Class
Inq - Item Class
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 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.

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Def - Item Class
Def - Item Class
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The lookup contains a list of all Item Classes displayed as [Item Class ID]: [Item Class Description].
Lot Owner

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Inq - Lot Owner
Inq - Lot Owner
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 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.

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Def - Owner
Def - Owner
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The lookup contains a list of all Lot Owners.

Reason Code

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Reason Code - Cost Layer
Reason Code - Cost Layer
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 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.

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Def - Reason Code
Def - Reason Code
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The lookup contains a list of all the 'Lot Cost Adjustment' Reason Codes.
Saved Searches
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Search Options for Framework 3.0 - Global
Search Options for Framework 3.0 - Global
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Search

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Search - Search Options
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  • 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

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Site ID & Name
Site ID & Name
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 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.

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

Page Detail

excerpt-include This field cannot be edited once the 'Actual Cost' field is applied on the Mass Update dialog box launched from the Update Costs List View.  _IMLotCostHistory.Cost Comment Comment Comment property '' LotCommentProduction DateProduction Date can be edited Date '' Field:DateProduced  ID IDIdentifies whether the cost of the item is evaluated using the item or the lot. This Valuation Method zNot Defined zNot DefinedValuationMethodEN This true

Item Record View.

Database Fields: ERPx_IMItem.

CostUOMSK

ValuationMethodEN

the layer costing is Open or Closed. Origin '' Record View.

Database Field: ERPx_IMProductionLot.CountryOfOrigin

Days Since Received Since Received Since Received It calculated as [Current Date - Received Date] and is never editable by a user. This is the 'Cost Inputs' tab of the Bill of Materials Record View and cannot be editedIMLotCostHistoryEffectiveDate .AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.InventoryActSKItemID field is not editable. The Item Description can be edited from property on the 'Properties' tab of the Item Record View.

Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription

This can be edited from the 'Label Code' field on Production Batch   FieldIMProductionLot.LabelCodeMarket This field cannot be edited once the 'Market Cost' field is applied on the Mass Update dialog box launched from the Update Costs List View. 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 NewOutside PurchaseOutside Purchase ''

Database Field: ERPx_IMProductionLot.IsOutsidePurchase

This can be edited from the 'Production Batch' field on the 'Properties' tab of the Production Batch Record View. 
- Production Batch - Production BatchBatch Site be edited from the 'Production Batch Site' field on the 'Properties' tab of the Production Batch Record View.

Database Fields: ERPx_MFSite.SiteName, ERPx_IMProductionLot.ManufactureSiteSK

Displays the reason code selected when the layer costs were updated. This field cannot be edited once the 'Reason' field is applied on the Mass Update dialog box launched from the Update Costs List View.   This comes from the 'Site' field on the 'Home' tab of the Transaction Record View that created the Inventory Lot. This is not editable after the transaction has been saved ERPx_IMLotBalance This comes from the 'Site' field on the 'Home' tab of the Transaction Record View that created the Inventory Lot. This is not editable after the transaction has been saved
Toolbar IconsDescription
Column Filter Show/Hide
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Column Filter Show/Hide - Global
Column Filter Show/Hide - Global
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Excel
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Excel - LV 3.0
Excel - LV 3.0
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Favorites
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Favorites Add/Remove - Global
Favorites Add/Remove - Global
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Group By Show/Hide
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Group By Show/Hide - Global
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Help
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Help - Global 3.0
Help - Global 3.0
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Quick Column Filter
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Quick Column Filter
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Refresh

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Refresh - Global 3.0
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Saved Layouts
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Column Layouts for Framework 3.0 - Global
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Search Options
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Search Options - Inquiry Grid 3.0
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FieldsDescription
Checkbox
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Checkbox
Checkbox
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Actual
Actual Cost RateActual Cost
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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'.

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Def - Cost Rate - Actual
Def - Cost Rate - Actual
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Database Field: ERPx

Batch Comment

_IMLotCostHistory.Cost

Batch Comment

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Batch Comment
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

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Def - Batch

Date
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 DateSite ID

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Batch

Site

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

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Def - Born on Date
Def - Born on Date
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 This is a system assigned value that is not editable.

What data field stores this value and how is it set?

Cost Group Description

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Cost Group

Description
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.

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Def - Cost Group
Def - Cost Group
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Database Field: ERPx_IMCostGroup.CostGroupID, ERPx_IMCostGroup.CostGroupDescription, ERPx_IMItem.CostGroupSK

Cost UOM

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UOM - Cost

Cost Type

UOM - Cost
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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.

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Def -

UOM
Def -

UOM
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Database Fields: ERPx_IMItem.

CostUOMSK

Cost UOM
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UOM - CostUOM - Cost
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Costing Method

Identifies which cost bucket is used to post to the General Ledger. This is a required and can be edited from the '

Cost UOM

Costing Method' property on the 'Advanced Properties' tab of the

Item Record View.
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Def - UOMDef - UOMnopanel
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

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Country of Origin
Country of Origin
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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

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Days

Until Expiration
Days

Until Expiration
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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

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Batch Expiration Date
Batch Expiration Date
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 This is editable from the Production Batch Record View.

Database Field: ERPx_

IMProductionLot.

ExpirationDate

Inventory Balance Sheet Account

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GL Account - Inventory Balance Sheet
GL Account - Inventory Balance Sheet
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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

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Item ID & Item Description
Item ID & Item Description
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 The 'Item ID'

and/or the 'Item Description'

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Def - Item IDDef - Item ID
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Label Code
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Label CodeLabel Code
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can be edited from the 'Properties' tab of the

Item Record View.


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Def - Item ID
Def - Item ID
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Database

Fields: ERPx_

IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPh_IMTransactionDetail.ItemSK

Last Updated

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Last Updated
Last Updated
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Database Field: ERPx_IMLotCostHistory.LastUpdated

Last Updated By

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Last Updated By
Last Updated By
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Database Field: ERPx_IMLotCostHistory.LastUser

Market
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Cost RateMarket Cost
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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'.

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Def - Cost Rate - Market
Def - Cost Rate - Market
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Database Field: ERPx_IMLotCostHistory.MarketCost

Owner

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Owner - Inventory Lot
Owner - Inventory Lot
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 This cannot be edited, ownership for an existing Lot can only be changed via a Transfer Transaction.

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Def - Owner
Def - Owner
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Database Field: ERPx_IMLotOwner.OwnerName

Outside Purchase

Production Batch

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Outside Purchase

Production Batch
Production Batch
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 This can be edited from the '

Production Batch' field on the

Properties

Production Batch

tab of the Production Batch Record View. 

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Def - Production Batch
Def - Production Batch
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Def - Inventory Lot

Def - Inventory Lot

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Database Field: ERPx_IMProductionLot.ProductionLotID

Production Site
Reason Code

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Batch Site

Reason Code - Cost Layer
Reason Code - Cost Layer
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 This can

Reason Code

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

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Def - Reason Code
Def - Reason Code
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Database Fields: ERPx_MFNoteTypeReasonCode.ReasonCode, ERPx_IMLotCostHistory.ReasonCodeSK

Received

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

Site
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Site IDSite ID
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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: ERPh_IMTransactionHeader.ReceivedFrom

Site

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

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Def - Site
Def - Site
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Database Fields: ERPx_MFSite.SiteID,

ERPx_MFSite.SiteID, ERPh_IMTransactionHeader.SiteSK

Site Name
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Displays the Site Name

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

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Def - Site
Def - Site
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Database Fields: ERPx_MFSite.SiteName, ERPx_IMLotBalance.SiteSK

Source

Displays the source of the update eventIdentifies how the Cost Layer was added. This field is automatically assigned based on how the costs were assigned and is not editable. The options include:

  • BOM
  • Inherited - what is this?
  • Manual - Base
  • Manual - Layer
  • Transaction Base - what is this?

ERPx_IMLotCostHistory.LotCostTypeEN

Standard Cost Rate

Identifies the cost rate assigned to the Standard Cost Layer. This can only be edited by adding/editing a 'Standard Cost Layer' or adding/updating a 'Standard Cost Base'.

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Def - Cost Rate - Standard
Def - Cost Rate - Standard
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Database Field: ERPx_IMLotCostHistory.StandardCost

Storage Begin Date

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Def - Storage Begin Date
Def - Storage Begin Date
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 This can only be edited on the Warehouse Lot List View.

Database Fields: ERPx_IMWarehouseLot.DtorageRenewalDate

Storage Renewal Day

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

Database Fields: ERPx_IMWarehouseLot.DtorageRenewalDay

UOM Schedule

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UOM - Schedule
UOM - Schedule
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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

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Warehouse Lot
Warehouse Lot
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 This can be edited from the 'Warehouse Lot' field on the Warehouse Lots List View.

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Def - Warehouse Lot
Def - Warehouse Lot
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Def - Inventory Lot
Def - Inventory Lot
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Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK

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