The Inventory Receipt Transaction Record View allows users to record the receipt of inventory purchased from an outside entity. This transaction allows multiple items received into a single site to be recorded. The 'Include open Receipt transactions in Available balances' preference will determine whether Available balances are updated before the transaction is posted. Once the transaction is posted, it will update the On Hand lot balance of the item(s).
Software Version: 2021.0405.1621 and newer
...
| Toolbar Icons | Description |
|---|
| Delete | | Insert excerpt |
|---|
| Delete - RV Header |
|---|
| Delete - RV Header |
|---|
| nopanel | true |
|---|
|
This toolbar icon is enabled when the transaction status is 'New'. |
| Help | | Insert excerpt |
|---|
| Help - Global |
|---|
| Help - Global |
|---|
| nopanel | true |
|---|
|
|
| New | | Insert excerpt |
|---|
| New - RV Header |
|---|
| New - RV Header |
|---|
| nopanel | true |
|---|
|
The drop-down displays all active Receipt type transaction classes configured in the system.
|
| Notes | | Insert excerpt |
|---|
| Notes - Global |
|---|
| Notes - Global |
|---|
| nopanel | true |
|---|
|
|
| Print | | Insert excerpt |
|---|
| Print - RV Header |
|---|
| Print - RV Header |
|---|
| nopanel | true |
|---|
|
|
| Process Correction | | Insert excerpt |
|---|
| Process Correction - RV Header |
|---|
| Process Correction - RV Header |
|---|
| nopanel | true |
|---|
|
|
Save Save & Close | | Insert excerpt |
|---|
| Save/Save & Close - RV Header 3.0 |
|---|
| Save/Save & Close - RV Header 3.0 |
|---|
| nopanel | true |
|---|
|
|
...
| Fields | Description |
|---|
| Corrected From | Displays the Transaction ID of the source transaction the correction is being made from. This is a text box that defaults to the source transaction. This field is not visible unless the transaction is the result of a correction. It is only required on transactions that are being corrected. This field is auto populated by the system and is not editable. | Insert excerpt |
|---|
| Def - Transaction ID |
|---|
| Def - Transaction ID |
|---|
| nopanel | true |
|---|
|
Database Fields: ERPx_IMTransactionHeader.TransactionID, ERPx_IMTransactionHeader.CorrectedFromTransactionHeaderSK |
| Date | | Insert excerpt |
|---|
| Doc Date |
|---|
| Doc Date |
|---|
| nopanel | true |
|---|
|
This is a date picker that is required. If missing, the message "Transaction Date is required" will be displayed on Save. It defaults to the current date, formatted from the users 'Date Format' preference. This field is always editable while the transaction is in a Status of 'New'.
Database Field: ERPx_IMTransactionHeader.TransactionDate |
| Purchase Order | | Insert excerpt |
|---|
| Purchase Order |
|---|
| Purchase Order |
|---|
| nopanel | true |
|---|
|
This is a text box that is not required. It defaults as blank. If entered, this field must be <= 100 characters. This field is always editable while the transaction is in a Status of 'New'.
Database Field: ERPx_IMTransactionHeader.PONumber |
| Reference | | Insert excerpt |
|---|
| Reference |
|---|
| Reference |
|---|
| nopanel | true |
|---|
|
This is a text box that is not required. It defaults as blank. If entered, this field must be <= 100 characters. This field is always editable while the transaction is in a Status of 'New'.
Database Field: ERPx_IMTransactionHeader.Reference |
| Site | | Insert excerpt |
|---|
| Site Name |
|---|
| Site Name |
|---|
| nopanel | true |
|---|
|
This is a single-select standard lookup that is required. If missing, the message "Site is required." will be displayed on Save. This defaults as blank and is not editable after initial Save.
| Insert excerpt |
|---|
| Def - Site |
|---|
| Def - Site |
|---|
| nopanel | true |
|---|
|
The lookup contains a list of all the 'Active' Inventory Sites. Database Fields: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.SiteSK |
| Status | This is a single-select standard lookup that defaults as 'New' and is required. This is always editable while the transaction is in a Status of 'New' or 'Approved'. | Insert excerpt |
|---|
| Def - Status |
|---|
| Def - Status |
|---|
| nopanel | true |
|---|
|
The Statuses that apply to transactions in this List View include: | Insert excerpt |
|---|
| Def - Status - New |
|---|
| Def - Status - New |
|---|
| nopanel | true |
|---|
|
| Insert excerpt |
|---|
| Def - Status - Approved |
|---|
| Def - Status - Approved |
|---|
| nopanel | true |
|---|
|
| Insert excerpt |
|---|
| Def - Status - Ready to Post |
|---|
| Def - Status - Ready to Post |
|---|
| nopanel | true |
|---|
|
Database Fields: ERPx_IMTransactionStatus.TransactionStatusName, ERPx_IMTransactionHeader.TransactionStatusSK |
Properties Tab
| Fields | Description |
|---|
| Auto-Create New Lots | | Insert excerpt |
|---|
| Auto Create New Lots |
|---|
| Auto Create New Lots |
|---|
| nopanel | true |
|---|
|
This is a single-select load on demand lookup that is required. It defaults from the 'Auto-Create New Lots' property in the 'Properties' tab of the associated Transaction Class Record View. This field is always editable while the transaction is in a Status of 'New'. If set to "Not Allowed" and the transaction would result in the creation of a new inventory lot, the message "Lots would be created when Auto-Create Lots is Not Allowed" will be displayed on Save.
This lookup contains the values in the IMAutoCreateNewLots Enumeration Class. Database Field: ERPx_IMTransactionHeader.AutoCreateLotsEN |
| Corrected From | Displays the Transaction ID of the source transaction that was corrected. This is a non-editable text box that is not required. It is only displayed on the corrected transaction and is never editable. Database Fields: ERPx_IMTransactionHeader.TransactionID, ERPx_IMTransactionHeader.CorrectedFromTransactionHeaderSK |
| Created By | | Insert excerpt |
|---|
| Created By |
|---|
| Created By |
|---|
| nopanel | true |
|---|
|
This is a non-editable text box that is required.Database Field: ERPx_IMTransactionHeader.CreatedBy |
| Created Date | | Insert excerpt |
|---|
| Created By |
|---|
| Created By |
|---|
| nopanel | true |
|---|
|
This is a system assigned value and is never editable by a user. This is a non-editable text box that is required.
Database Field: ERPx_IMTransactionHeader.CreatedDate |
| GL Date | | Insert excerpt |
|---|
| GL Date |
|---|
| GL Date |
|---|
| nopanel | true |
|---|
|
This is a date picker that is required. It defaults from the 'Date' field on the 'Home' tab and is always editable while the transaction is in a Status of 'New'. This field must be on or after the 'Date' field on the 'Home' tab of the Receipt Record View. Else, the message "The GL date must occur on or after the Transaction Date" will be displayed on Save. Additionally, if the GL Date is not within an open Fiscal Period for Inventory, the message "The Fiscal Period is not open. The GL Date must be in a Fiscal Period that is open for Inventory." will be displayed on Save for statuses of 'Approved' or greater. Database Field: ERPx_IMTransactionHeader.GLDate |
| Last User | | Insert excerpt |
|---|
| Last Updated By |
|---|
| Last Updated By |
|---|
| nopanel | true |
|---|
|
This is a non-editable text box that is required.Database Field: ERPx_IMTransactionHeader.LastUser |
| Last Updated | | Insert excerpt |
|---|
| Last Updated By |
|---|
| Last Updated By |
|---|
| nopanel | true |
|---|
|
This is a system assigned value and is never editable by a user. This is a non-editable text box that is required.
Database Field: ERPx_IMTransactionHeader.LastUpdated |
| Negative Available Balances | | Insert excerpt |
|---|
| Negative Available Balances |
|---|
| Negative Available Balances |
|---|
| nopanel | true |
|---|
|
This is a single-select load on demand lookup that is required. It defaults from the 'Negative Available Balances' property in the 'Properties' tab of the associated Transaction Class Record View. This field is always editable while the transaction is in a Status of 'New'. If set to "Not Allowed" and the transaction would result in an inventory lot with a negative available balance, the message "Lot balances would be negative when set to Not Allowed" will be displayed on Save.This lookup contains the values in the IMAllowNegativeAvailableBalances Enumeration Class.  If Sales Order allocation preferences are set to either “Available Only” or “Available and On Hand” and a Sales order has been allocated prior to a user updating the Inventory “Negative Available Balances” property, it is possible to draw the lots negative.
A message will be displayed to the user if lot balances are negative and a new transaction is created which would impact those balances positively, however the overall balances would still be negative. For example, if the lot balance is -10 Cases and a Receipt transaction adds 5 Cases, the overall lot balance would still be negative. The following options are possible workarounds: - Change the Receipt transaction's "Negative Available Balances" property to "Allowed"
- Change the Receipt transaction to result in a zero or greater inventory balance.
- Use Cycle Count feature to change inventory balance to zero or greater.
Database Field: ERPx_IMTransactionHeader.NegativeBalancesEN |
| Void Date | | Insert excerpt |
|---|
| Void Date |
|---|
| Void Date |
|---|
| nopanel | true |
|---|
|
This is a non-editable text box that is not required.Database Field: ERPx_IMTransactionHeader.VoidDate
|
| Voided By | | Insert excerpt |
|---|
| Voided By |
|---|
| Voided By |
|---|
| nopanel | true |
|---|
|
This is a non-editable text box that is not required.
Database Field: ERPx_IMTransactionHeader.VoidedBy |
Attributes Tab
| Fields | Description |
|---|
| Attributes | | Insert excerpt |
|---|
| Attribute - Attribute |
|---|
| Attribute - Attribute |
|---|
| nopanel | true |
|---|
|
The Attributes displayed here are setup and assigned in the Attributes section of the Company module (Company → Setup → Attributes → Inventory). |
| Available | | Insert excerpt |
|---|
| Attribute - Available |
|---|
| Attribute - Available |
|---|
| nopanel | true |
|---|
|
This value is only editable from the 'Assign Attribute Rules' page (Company → Setup → Attributes → Inventory → Transactions hyperlink).
|
| Value | | Insert excerpt |
|---|
| Attribute - Value |
|---|
| Attribute - Value |
|---|
| nopanel | true |
|---|
|
|
...
| Toolbar Icons | Description |
|---|
| Column Filter Show/Hide | | Insert excerpt |
|---|
| Column Filter Show/Hide - Global |
|---|
| Column Filter Show/Hide - Global |
|---|
| nopanel | true |
|---|
|
|
| Delete | | Insert excerpt |
|---|
| Delete - RV Grid 3.0 |
|---|
| Delete - RV Grid 3.0 |
|---|
| nopanel | true |
|---|
|
This toolbar icon is only enabled when the transaction is in a Status of 'New'. |
| Excel | | Insert excerpt |
|---|
| Excel - RV Header 3.0 |
|---|
| Excel - RV Header 3.0 |
|---|
| nopanel | true |
|---|
|
|
| Find Lots | | Insert excerpt |
|---|
| Find Lots - RV Grid 3.0 |
|---|
| Find Lots - RV Grid 3.0 |
|---|
| nopanel | true |
|---|
|
|
| Group By Show/Hide | | Insert excerpt |
|---|
| Group By Show/Hide - Global |
|---|
| Group By Show/Hide - Global |
|---|
| nopanel | true |
|---|
|
|
| Mass Update | | Insert excerpt |
|---|
| Mass Update - Global 3.0 |
|---|
| Mass Update - Global 3.0 |
|---|
| nopanel | true |
|---|
|
- Production Batch Certifications
- Production Batch Attributes
- Production Batch Properties (Batch Class, Batch Date, Country of Origin, Expiration Date, Outside Purchase, Batch Date, Production Batch Site, Project, Quality Test Class, Status, and Traded)
- Transaction (Warehouse Lot) - Please note this field may only be updated if the Status of the transaction is 'New'. Else the message "Warehouse Lot may only be updated for transactions in the status of New." will be displayed on Save.
This toolbar icon is always enabled. |
| New | | Insert excerpt |
|---|
| New - Blank Row - RV Grid 3.0 |
|---|
| New - Blank Row - RV Grid 3.0 |
|---|
| nopanel | true |
|---|
|
This toolbar icon is only enabled when the transaction status is New. |
| Quick Column Filter | | Insert excerpt |
|---|
| Quick Column Filter |
|---|
| Quick Column Filter |
|---|
| nopanel | true |
|---|
|
|
| Saved Column Layouts | | Insert excerpt |
|---|
| Column Layouts for Framework 3.0 - Global |
|---|
| Column Layouts for Framework 3.0 - Global |
|---|
| nopanel | true |
|---|
|
|
| View | | Insert excerpt |
|---|
| View - Inquiry Grid 3.0 |
|---|
| View - Inquiry Grid 3.0 |
|---|
| nopanel | true |
|---|
|
- Item - Opens the Item Master File Record View, in a new tab, for a selected record.
- Production Batch - Opens the Production Batch Record View, in a new tab, filtered for the selected record's Production Batch.
- Warehouse Lot - Opens the Warehouse Lot List View, in a new tab, filtered for the selected record's Warehouse Lot.
|
| Fields | Description |
|---|
| Checkbox | | Insert excerpt |
|---|
| Checkbox |
|---|
| Checkbox |
|---|
| nopanel | true |
|---|
|
|
| Item: Description | | Insert excerpt |
|---|
| Item ID & Item Description |
|---|
| Item ID & Item Description |
|---|
| nopanel | true |
|---|
|
This is a single-select load on demand lookup that is required to save a line item. It defaults as blank and is always editable while the transaction is in a Status of 'New'.
| Insert excerpt |
|---|
| Def - Item ID |
|---|
| Def - Item ID |
|---|
| nopanel | true |
|---|
|
The lookup contains a list of all active Items in the Item Master File.
Selecting an Item will default the 'Inventory Unit UOM' and 'Inventory Weight UOM' properties specified on the Item Record View. Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPx_IMTransactionDetail.ItemSK |
| Lot Tracked | | Insert excerpt |
|---|
| Lot Tracked |
|---|
| Lot Tracked |
|---|
| nopanel | true |
|---|
|
This is a non-editable text box that is not required. This value defaults from the 'Lot Tracked' field in the 'Properties' tab of the Item Record View. It displays as "Yes" if the line item is a lot tracked item. It displays as blank if the item is not a lot tracked item. This field is for informational use only and cannot be edited.
Database Fields: ERPx_IMItem.TrackMethodEN, ERPx_IMTransactionDetail.ItemSK |
| Production Batch | | Insert excerpt |
|---|
| Production Batch |
|---|
| Production Batch |
|---|
| nopanel | true |
|---|
|
This is a text box that is only required to save a line item on a transaction in 'Approved' or greater status if the item selected is Lot Tracked. It defaults as blank and is only editable if the selected item is Lot Tracked and the transaction is in a Status of 'New'. This field must be <= 50 characters.
| Insert excerpt |
|---|
| Def - Production Batch |
|---|
| Def - Production Batch |
|---|
| nopanel | true |
|---|
|
Database Fields: ERPx_IMProductionLot.ProductionLotID, ERPx_IMTransactionDetail.ItemSK
|
| Owner | | Insert excerpt |
|---|
| Owner - Item |
|---|
| Owner - Item |
|---|
| nopanel | true |
|---|
|
This is a single-select standard lookup that is required. It defaults from the 'Default Owner' preference on the Inventory Preferences page. This field is editable until a line item has been saved.
| Insert excerpt |
|---|
| Def - Owner |
|---|
| Def - Owner |
|---|
| nopanel | true |
|---|
|
The lookup contains a list of all Lot Owners. Database Field: ERPx_IMLotOwner.OwnerName |
| Units | | Insert excerpt |
|---|
| Units - Inventory |
|---|
| Units - Inventory |
|---|
| nopanel | true |
|---|
|
This is a numeric text box that is sometimes required.This field is required and editable only if the item is managed by Units Only or Units or Weight. This field defaults to 0 and is always editable while the transaction is in a Status of 'New'. This field can be both positive or negative. This field will display the number of decimals set for the selected item on the 'Unit Decimals' property on the 'Properties' tab of the Item Record View. | Insert excerpt |
|---|
| Def - Units- Inventory Calculations |
|---|
| Def - Units- Inventory Calculations |
|---|
| nopanel | true |
|---|
|
'Units' and 'Unit UOM' fields will always display as the values entered by the user. However for consistency, Units that are saved using a UOM that is different than the 'Inventory Unit UOM' will be converted and subsequently stored in the default Inventory Unit UOM. Database Field: ERPx_IMTransactionDetail.TransactionUnits |
| Unit UOM | | Insert excerpt |
|---|
| UOM - Units |
|---|
| UOM - Units |
|---|
| nopanel | true |
|---|
|
This is a single-select standard lookup that is required to save a line item on transactions with a Status of 'Approved' or greater. This field will be disabled if the item is managed by Weight Only. If enabled, it will default from the 'Inventory Unit UOM' property on the 'Properties' tab of the Item Record View for the selected Item. If enabled, this field will be editable while the transaction is in a Status of 'New'.
This lookup contains all 'Active' Unit UOMs on the selected Item's UOM Schedule.
| Insert excerpt |
|---|
| Def - UOM |
|---|
| Def - UOM |
|---|
| nopanel | true |
|---|
|
Database Fields: ERPx_IMUOM.UOMName, ERPX_IMItem.UOMScheduleSK, ERPx_IMTransactionDetail.TransactionUnitsUOMSK |
| Warehouse Lot | | Insert excerpt |
|---|
| Warehouse Lot |
|---|
| Warehouse Lot |
|---|
| nopanel | true |
|---|
|
This is a single-select standard lookup that is sometimes required to save a line item on transactions with a Status of 'Approved' or greater. It is required when the 'Site', identified on the transaction header, is a warehouse lot tracked Site and is disabled when it is not. If required and blank, the message "Warehouse Lot is required for Warehouse Lot Tracked sites when Approving or Posting." will be displayed on Save of Statuses of 'Approved' or greater. This field defaults as blank and will be disabled if the 'Site' field on the transaction is not warehouse lot tracked. If enabled, this field is editable via the Mass Update Dialog while the transaction is in a Status of 'New'. This field must be <= 50 characters.
| Insert excerpt |
|---|
| Def - Warehouse Lot - Inventory Site Validations |
|---|
| Def - Warehouse Lot - Inventory Site Validations |
|---|
| nopanel | true |
|---|
|
| Insert excerpt |
|---|
| Def - Warehouse Lot |
|---|
| Def - Warehouse Lot |
|---|
| nopanel | true |
|---|
|
Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK |
| Weight | | Insert excerpt |
|---|
| Weight - Inventory |
|---|
| Weight - Inventory |
|---|
| nopanel | true |
|---|
|
This is a numeric text box that is sometimes required. This field is required and editable only if the item is managed by Weight Only or Units or Weight Only. This field defaults to 0 and is editable while the transaction is in a Status of 'New'. This field can be both positive or negative. Once an item has been selected, this field will display with the number of decimals set for the 'Weight Decimals' property on the 'Properties' tab of the Item Record View. | Insert excerpt |
|---|
| Def - Weight - Inventory Calculations |
|---|
| Def - Weight - Inventory Calculations |
|---|
| nopanel | true |
|---|
|
'Weight' and 'Weight UOM' fields will always display as the values entered by the user. However for consistency, weight that is saved using a UOM different than the 'Inventory Weight UOM' will be converted and subsequently stored in the default Inventory Weight UOM.
Database Field: ERPx_IMTransactionDetail.TransactionWeight |
| Weight UOM | | Insert excerpt |
|---|
| UOM - Weight |
|---|
| UOM - Weight |
|---|
| nopanel | true |
|---|
|
This is a single-select standard lookup that is required to save a line item on transactions with a Status of 'Approved' or greater. This field will be disabled if the item is managed by Units Only. If enabled, it will default from the 'Inventory Weight UOM' property on the 'Properties' tab of the Item Record View for the selected Item. If enabled, this field will be editable while the transaction is in a Status of 'New'.
This lookup contains all 'Active' Weight UOMs on the selected Item's UOM Schedule.
| Insert excerpt |
|---|
| Def - UOM |
|---|
| Def - UOM |
|---|
| nopanel | true |
|---|
|
Database Fields: ERPx_IMUOM.UOMName, ERPX_IMItem.UOMScheduleSK, ERPx_IMTransactionDetail.TransactionWeightUOMSK |
Related Topics
...