The Inventory Production Transaction Record The Inventory Production Transaction Record View allows users to record the results of production, whether they are the item(s) that were made (Production Output) or the items consumed (Production Inputs). This transaction allows multiple items to be recorded at once and allows each individual item to be recorded as an Output (production) or an Input (production issue). The 'Include open Production 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).

For previous version help page please click here: Production Transaction Record View

Software Version: 2024.XX03.XX29 and newer

Table of Contents

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The drop-down displays all active Production type transaction classes configured in the system.NewProcess Correction Process Correction Process Correction

Toolbar Icons

Description

Delete

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	Delete - RV Header 3.0
	Delete - RV Header 3.0
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This toolbar icon is enabled when the transaction status is 'New'.

Help

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	Help - Global 3.0
	Help - Global 3.0
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Load From Production Order - REMOVE?- use some of the verbiage for the Production Order field loading the data?

Loads Production Order Items (Input and Output) onto the transaction. On new Production transactions where the Site and Production Order has yet to be selected, this button will be disabled. When Site and Production Order fields are selected, this button will be enabled and remain enabled while the Production Order field is populated. Clicking the Load From Production Order button will populate the following values from the Production Order transaction onto the new Production transaction:

Line Item Property: Item
Line Item Property: Units (defaults to 0.00)
Line Item Property: Units UOM
Line Item Property: Weight (defaults to 0.00)
Line Item Property: Weight UOM
Line Item Property: Production Batch
Line Item Property: Warehouse Lot
Line Item Property: Owner
Line Item Property: Line Type

New

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New - Multi-Select Trans Type - Global 3.0

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true

Notes

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Notes - Global 3.0

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	New - Multi-Select Trans Type - Global 3.0
	New - Multi-Select Trans Type - Global 3.0
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The drop-down displays all active Production type transaction classes configured in the system.

Notes

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	Notes - Global 3.0
	Notes - Global 3.0
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	Def - Notes
	Def - Notes
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Print

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	Print - LV 3.0
	Print - LV 3.0
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Save

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	Save - RV Header 3.0

	Save - RV Header

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true

Save

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Save - RV Header 3.0	Save - RV Header 33.0
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Save & Close

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	Save & Close - RV Header 3.0
	Save & Close - RV Header 3.0
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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.

Database Fields: ERPx_IMTransactionHeader.TransactionID, ERPx_IMTransactionHeader.CorrectedFromTransactionHeaderSK Input Output

Production #: [Transaction ID]

Fields

Description

Corrected From

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Def - Transaction ID

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true

Date

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	Doc Date
	Doc Date
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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

Production Batch Dates

Identifies whether the Production Batch Date value should be auto assigned or not. This is a single select lookup that is required and defaults from the corresponding transaction class 'Auto Assign Production Dates' property. When the option 'Default from Transaction Date' is selected, the Batch Date will automatically be automatically assigned with the date of the transaction for Output line type items on Save. If 'Do not default' is selected the Batch Date will be blank on Save. This field is always editable while the transaction is in a Status of 'New'. This lookup contains the options 'Do not default' and 'Default from Production Date'. This only affects lot tracked Output line type items and does not update existing line items when the value is changed. For example, if the line item is added from Find Output Lots that has an existing Batch Date from a lot.

This lookup contains the options 'Do not default' and 'Default from Production Date'.

Database Field: ERPx_IMTransactionHeader.AutoAssignProductionBatchDates

Production Batch IDs

Identifies the string/value to populate the Production Batch ID for line items. This is a textbox that is not required and defaults from the corresponding transaction class 'Production Batch String' property, when the 'Auto Assign Production Batches' property is set to 'Yes' on the class. This field is always editable while the transaction is in a Status of 'New'. This only affects new lot tracked Output line type items and does not update existing line items when the value is changed. For detailed information on how this works and the Keywords and validation rules, please see this FAQ.

This is only visible on a Production Transaction when the 'Auto Assign Production Batches' property is set to 'Yes' on the corresponding Transaction Class.

Database Field: ERPx_IMTransactionHeader.ProductionBatchString

Production Order

Identifies the Production Order ID that is linked to the Production transaction. This is a textbox that is not required and is editable prior to the initial Save of a valid Production Order ID, or while in a status of 'New' if not entered. If the Production transaction is created from the Production Order record view via the "Record Production" button, this field will be automatically set to the Production Order ID. Else, users can manually enter a valid Production Order ID, if the value entered is not a valid ID or is a partial ID that matches other values, the lookup will open for users to either search for the value or select the ID they are looking for. The lookup will not contain Production Orders that are in a status of 'Closed' or 'Recurring'. This field defaults as blank unless the Production transaction was recorded from the Production Order transaction.

Loads Production Order Items (

Inputs and

Outputs) onto the transaction. The following values default from the Production Order transaction onto the new Production transaction:

Line Item Property: Item
Line Item Property: Units (defaults to 0.00)
Line Item Property: Units UOM
Line Item Property: Weight (defaults to 0.00)
Line Item Property: Weight UOM
Line Item Property: Production Batch (if entered)
Line Item Property: Warehouse Lot (if entered)
Line Item Property: Owner
Line Item Property: Line Type

Database Fields: ERPx_IMProductionOrderHeader.ProductionOrderID, ERPx_IMTransactionHeader.ProductionOrderSK

Reference

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	Reference
	Reference
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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'. The value entered in this field will act as a default Line Reference value for all line items after the transaction is saved.

Database Field: ERPx_IMTransactionHeader.Reference

Site Name

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	Site Name
	Site Name
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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.

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	Def - Site
	Def - Site
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The lookup contains a list of all the 'Active' Inventory Sites.

Database Fields: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.SiteSK

Status

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	Status
	Status
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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'.

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	Def - Status
	Def - Status
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The Statuses that apply to transactions in this List View include:

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	Def - Status - New
	Def - Status - New
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	Def - Status - Approved
	Def - Status - Approved
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	Def - Status - Ready to Post
	Def - Status - Ready to Post
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Database Fields: ERPx_IMTransactionStatus.TransactionStatusName, ERPx_IMTransactionHeader.TransactionStatusSK

Work Order

Displays a text box for the user to enter the default Work Order for the transaction. This is a text box that is not required. If entered, this field must be <= 50 characters. It defaults as blank and is always editable when the transaction is in a Status of 'New'. The value entered in this field will act as a default Work Order line item value for all line items after the transaction is saved.

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	Def - Work Order
	Def - Work Order
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Database Field: ERPx_IMTransactionHeader.WorkOrderID

Yield Input

Identifies the total Yield Quantity for Input line items set to be included in Yield in the Yield UOM. This is a non-editable numeric textbox that is formatted to 2 decimals. It defaults to blank and is not required. Input line items that are set to be included in the Yield that cannot be converted to the Yield UOM will not be included in the Yield Input calculation.

Database Field: ERPx_IMTransactionHeader.YieldInputQuantity

Yield Output

Identifies the total Yield Quantity for Output line items set to be included in Yield in the Yield UOM. This is a non-editable numeric textbox that is formatted to 2 decimals. It defaults to blank and is not required. Output line items that are set to be included in the Yield that cannot be converted to the Yield UOM will not be included in the Yield Output calculation.

Database Field: ERPx_IMTransactionHeader.YieldOutputQuantity

Yield Pct.

Identifies the Yield as a percentage. This is a non-editable numeric textbox that is formatted to 2 decimals. It is calculated as [Yield Output] / [Yield Input] * 100. It defaults to blank and is not required. This will only be calculated when both 'Yield Input' and 'Yield Output' are greater than 0.

This is a calculated field that is not stored in the database.

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Fields

Description

Group: General

Transaction Class

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	Transaction Class
	Transaction Class
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This is a non-editable text box that is required and defaults to the Production Transaction Class that was selected/specified when creating the transaction. This field is never editable.

Database Fields: ERPx_IMTransactionClass.TransactionClassID, ERPx_IMTransactionClass.TransactionClassID

GL Date

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	GL Date
	GL Date
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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 Production 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

Yield UOM

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	Yield UOM
	Yield UOM
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This is an editable text box that is required. It defaults from the Yield UOM specified on the corresponding Production Order (if assigned), else it defaults from the corresponding transaction class assigned to the Production transaction. It is editable while the transaction is in a status of 'New'. If this value is changed the yield quantities will be recalculated.

Database Fields: ERPx_IMProductionOrderHeader.YieldUOMSK

Start Time

Identifies the time the Production began. This is an editable text box that is not required. It defaults to blank and is always editable. Database Field: ERPx_, or if the transaction is associated with a Production Order and that transaction contains a Start Time then this value will default, if no value already exists on this transaction. It is always editable.

Database Field: ERPx_IMTransactionHeader.StartTime

End Time

Identifies the time the Production ended. This is an editable text box that is not required. It defaults to blank, or if the transaction is associated with a Production Order and that transaction contains an End Time then this value will default, if no value already exists on this transaction. It is always editable. This value may be less than the Start Time for productions that may span multiple days.

Database Field: ERPx_IMTransactionHeader.EndTime

Group: Inputs

Allow creation of new Input Lots

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	Auto Create New Lots
	Auto Create New Lots
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This setting applies to Input Lots. This is a single-select load on demand lookup that is required. It defaults from the 'Auto-Create New Lots - Inputs' 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 - Inputs is Not Allowed" will be displayed on Save.

This lookup contains the values in the IMAutoCreateNewLots Enumeration Class.

Database Field: ERPx_IMTransactionHeader.InputAutoCreateLotsEN

Allow Negative Available Balances for Inputs

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	Negative Available Balances
	Negative Available Balances
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This setting applies to Input Lots. This is a single-select load on demand lookup that is required. It defaults from the 'Negative Available Balances - Inputs' 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 - Inputs” 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 Production transaction adds 5 Cases, the overall lot balance would still be negative. The following options are possible workarounds:

Change the Production transaction's "Negative Available Balances - Inputs" property to "Allowed"
Change the Production 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.InputNegativeBalancesEN

Group: Outputs

Allow Negative Available Balances

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	Negative Available Balances
	Negative Available Balances
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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 Production transaction adds 5 Cases, the overall lot balance would still be negative. The following options are possible workarounds:

Change the Production transaction's "Negative Available Balances" property to "Allowed"
Change the Production 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

Group: Other

Created

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	Created
	Created
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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

Created By

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	Created By
	Created By
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This is a non-editable text box that is required.

Database Field: ERPx_IMTransactionHeader.CreatedBy

Last Updated

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	Last Updated
	Last Updated
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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

Last Updated By

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	Last Updated By
	Last Updated By
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This is a non-editable text box that is required.

Database Field: ERPx_IMTransactionHeader.LastUser

Void Date

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	Void Date
	Void Date
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This is a non-editable text box that is not required.

Database Field: ERPx_IMTransactionHeader.VoidDate

Voided By

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	Voided By
	Voided By
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This is a non-editable text box that is not required.

Database Field: ERPx_IMTransactionHeader.VoidedBy

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

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Fields

Description

Attributes

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	Attribute - Attribute
	Attribute - Attribute
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The Attributes displayed here are setup and assigned in the Attributes section of the Company module (Company → Setup → Attributes → Inventory).

Required

A non-editable text box that shows whether the Attribute Value is required or not. If the Attribute Value is required, it will display "Yes". If it is optional, it will display as blank. This value is only editable from the 'Assign Attribute Rules' page (Company → Setup → Attributes → Inventory → Transactions hyperlink → Inventory - Production).

Value

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	Attribute - Value
	Attribute - Value
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Page Detail

Inventory Items Grid Toolbar

Quick Column Filter

. This is only applicable to Lot tracked Items where a Production Batch value has been saved, else the message "No Production Batch exists for this item." is displayed.

Toolbar Icons

Description

Add Input

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	Add Input - RV Grid 3.0
	Add Input - RV Grid 3.0
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This toolbar icon is only enabled when the transaction status is New.

Add Output

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	Add Output - RV Grid 3.0
	Add Output - RV Grid 3.0
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This toolbar icon is only enabled when the transaction status is New.

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 - RV Header 3.0
	Excel - RV Header 3.0
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Find Input Lots

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	Find Input Lots - RV Grid 3.0
	Find Input Lots - RV Grid 3.0
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When a lot is added to a transaction from the Find Inventory Lots page it is added as an 'Input' line type.

Find Output Lots

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	Find Output Lots - RV Grid 3.0
	Find Output Lots - RV Grid 3.0
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When a lot is added to a transaction from the Find Inventory Lots page it is added as an 'Output' line type.

Group By Show/Hide

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	Group By Show/Hide - Global
	Group By Show/Hide - Global
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Mass Update

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	Mass Update - Global 3.0
	Mass Update - Global 3.0
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Transaction
- Production Batch - This may only be updated if the Item is Lot tracked and if the Status of the transaction is 'New'. Else the message "Production Batch may only be updated for transactions in the status of New." will will be displayed on Save.
- Warehouse Lot - This may only be updated if the Site is warehouse lot tracked and 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.
- Include in Yield - This may only be updated if the Status of the transaction is 'New'. Else the message "Include in Yield may only be updated for transactions in the status of New." will be displayed on Save.
Production Batch Properties
- Batch Date, Batch Expiration Date, Batch Comment and Country of Origin
Production Batch Attributes
- Each Batch Attribute will be available
Production Batch Certifications
- Each applicable certification will be available
Warehouse Lot Properties
- Storage Begin Date
- Storage Renewal Day
Warehouse Lot Attributes
- Each Warehouse Lot Attribute will be available

Production Batch Properties and Attributes will only be updated via Mass Update when the Production Batch value is saved.

Warehouse Lot Properties and Attributes will only be updated via Mass Update when the Warehouse Lot value is saved.

This toolbar icon is always enabled.

More Actions

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	More Actions - Global 3.0
	More Actions - Global 3.0
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LV: Warehouse Lot - Opens the Warehouse Lot List View, in a new tab, filtered for the selected record's Warehouse Lot. This is only applicable to Warehouse Lot tracked Sites where a Warehouse Lot value has been saved, else the message "No Warehouse Lot exists for this item." is displayed.
RV: Item - Open the item Record View for the selected item.
RV: Production Batch - Open the Production Batch Record View for the selected line item

Quick Column Filter

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Quick Column Filter

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	Quick Column Filter
	Quick Column Filter
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Remove Items

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Remove Items - RV Grid 3.0
Remove Items - RV Grid 3.0
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Saved Layouts

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	Column Layouts for Framework 3.0 - Global
	Column Layouts for Framework 3.0 - Global
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This is editable from the 'Country of Origin' tab on the Production Batch Record View or via Mass Update.

Database Field: ERPx_IMProductionLot.CountryOfOrigin

This is a text box that is required. It defaults as blank and is not editable once the line item has been saved to the transaction.

When the 'Add Item' icon is clicked, users may enter all or part of an Item ID or Description and hit the Enter key on the keyboard. If a complete Item ID was entered, the line item will be saved, if not, the Item Lookup dialog box will open with a list of items containing the data entered. From the 'Item Lookup' dialog box, users may check the checkbox next to one or multiple item(s) to add to the transaction using the Save & Close button.

The lookup contains a list of all active Inventory type 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

This is a single-select standard lookup that is required. It defaults to "Output", but can be changed to By-Product, and is always editable.

This lookup contains all the values in the IMLineItemType Enumeration Class where Enumeration Value = 1,3.

Database Field: ERPx_IMTransactionDetail.LineItemTypeEN

In some instances the Production transaction is used to enter production results in bulk, across multiple Work Orders. When this occurs, assigning the Work Order as the default 'Work Order' on the transaction header would not work. In situations like this, the Work Order can be specifically assigned to each line item. This is a text box that is not required. This field defaults from the 'Work Order' field in the 'Home' tab of this Record View. This field is always editable while the transaction is in a Status of 'New'. This field must be <= 100 characters.

Database Field: ERPx_IMTransactionDetail.WorkOrder

This is an editable text box that defaults to the next available base-10 number per Line Type. It is required, and is editable while the transaction is in a Status of "New". To re-sequence the line items, edit one or more lines with a new positive number that would put the line item where you want it sorted, and click the Save button. On save, the line items will be resorted per Line Type, and the Ln. values will be re-set to base-10 values.

For example, if you had three Input line items 10, 20, and 30 and you wanted the last one (Ln. 30) to be second, you could edit the value to any number between 10 and 20 (i.e., 15) and on save the lines would be sorted in the new sequence (10, 15, and 30) and then all Ln.'s would be re-set to base 10 numbers (10, 20, 30).

Note: Since the Ln. values are per Line Type, it is possible to have duplicate Ln. values across the types.

Database Fields: ERPx_IMTransactionDetail.IMItemSort, ERPx_IMTransactionDetail.IMItemSortOverride

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

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.

The lookup contains a list of all Lot Owners.

Database Field: ERPx_IMLotOwner.OwnerName

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.

Database Fields: ERPx_IMProductionLot.ProductionLotID, ERPx_IMTransactionDetail.ItemSK

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.

If Units are edited and the Line Source is either 'BOM' or 'Production Order BOM', the 'BOM Qty Override' field will be set to 'Yes'. Additionally, the Units value will not recalculate if the related BOM Output item's Quantity is edited.

'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

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.

Database Fields: ERPx_IMUOM.UOMName, ERPX_IMItem.UOMScheduleSK, ERPx_IMTransactionDetail.TransactionUnitsUOMSK

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.

Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK

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.

If Weight is edited and the Line Source is either 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.

Database Fields: ERPx_IMUOM.UOMName, ERPX_IMItem.UOMScheduleSK, ERPx_IMTransactionDetail.TransactionWeightUOMSK

Fields

Description

Checkbox

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	Checkbox
	Checkbox
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Batch Comment

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	Batch Comment
	Batch Comment
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This is a non-editable textbox that is not required. It defaults from the corresponding Production Batch record for an existing lot if a value exists, else it defaults to blank. This can be edited from the Production Batch Record View or via Mass Update.

Database Field: ERPx_IMProductionLot.LotComment

Batch Date

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	Batch Date
	Batch Date
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This is a non-editable textbox that defaults to the Batch Date from the corresponding Production Batch record for an existing lot if a value exists, else it defaults to the transaction's 'Date' value on Save. This can be edited from the 'Batch Date' field on the Properties tab of the Production Batch record view or via Mass Update.

Database Field: ERPx_IMProductionLot.DateProduced

Batch Expiration Date

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	Batch Expiration Date
	Batch Expiration Date
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This is a non-editable textbox that is not required. It defaults from the corresponding Production Batch record for an existing lot if a value exists, else it defaults to blank. This can be edited from the Production Batch Record View or via Mass Update.

Database Field: ERPx_IMProductionLot.ExpirationDate

BOM ID

Identifies the unique ID of the BOM record associated with the line item. This is automatically assigned when an open BOM record exists for the Item and Site combination of the Production Transaction. It is not required and is never editable.

Database Fields: ERPx_IMBOM.BOMID, ERPx_IMProductionOrderCostItemIMTransactionDetail.BOMSK

BOM Qty Override

Identifies whether the 'Units' or 'Weight' of an Input line item with a Line Source of 'BOM' or 'Production Order BOM' was manually updated or not. This is a Yes/No field where 'Yes' means the user updated the default value of either the 'Units' or 'Weight' and No (which is displayed as blank) means the default value(s) has not been updated.

This is a calculated field that is not stored in the database.

Country of Origin

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Country of Origin

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true

Insert excerpt

Def - Country of Origin

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true

Include in Yield

Identifies whether the line item is included in the yield calculation or not. This is a Yes/No lookup that is required. It defaults based on the following:

For line items with a Line Source of Manual it defaults to "Yes".
For line items with a Line Source of BOM it defaults to the value set on the corresponding BOM record.
For line items with a Line Source of Production Order it defaults to the value set on the corresponding Production Order record.

This field is always editable while the transaction is in a Status of 'New'.

Database Fields: ERPx_IMBOMItem.IncludeInYield, ERPx_IMTransactionDetail.IncludeInYield

Item: Description

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Item ID & Item Description

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true

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Def - Item ID

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true

Line Reference

Identifies the reference for the line item. This is an editable text box that defaults to the Production Order line reference if a value exists, else it defaults from the Reference on the Production transaction header field, else it is blank. This is not required, but if entered, it must be <=100 characters and does not need to be unique. This is always editable, even after the transaction is Posted.

Database Fields: ERPx_IMTransactionDetail.Reference

Line Source

Identifies how the line Item was added to the Production transaction. This is a non-editable textbox single-select standard lookup that is required. It defaults based on the following rules:

If the line item is on the source Production Order with a Production Order Line Source of 'Manual' then this field will default the value "Production Order"
If the line item is on the source Production Order with a Production Order Line Source of 'BOM' then this field will default the value "Production Order BOM"
If the line item was auto added from a BOM then this field will default the value "BOM"
Else this field will default the value "Manual"

This lookup contains all the values in the IMProductionLineSource Enumeration Class.

Database Field: ERPx_IMTransactionDetail.IMProductionLineSourceEN

Line Type

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Line Type

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true

Line Work Order

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Def - Work Order

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true

Ln.

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Ln. - RV Items Grid

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true

Lot Tracked

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Lot Tracked

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true

Owner

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Owner - Item

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true

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Def - Owner

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true

Pct. Total Yield

Identifies the percentage of the total yield quantity for the line item. This is a numeric field that is auto calculated as [Yield Quantity] / total [Yield Quantity] for the Line Type group * 100 that is rounded to 2 decimals. For example, if there are 2 Input line items one with 500Lbs and one with 300Lbs, the Pct. Total Yield for Item 1 would be 500/800 * 100 = 62.50% and for Item 2 would be 300/800 * 100 = 37.5%. This is not required and never editable.

Note: If there are any rounding differences, the difference will be added to the first line item with the highest yield quantity.

This is a calculated field that is not stored in the database.

Production Batch

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Production Batch

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true

Insert excerpt

Def - Production Batch

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true

Units

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Units - Inventory

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true

Insert excerpt

Def - Units- Inventory Calculations

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true

Unit UOM

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UOM - Units

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true

Insert excerpt

Def - UOM

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true

Warehouse Lot

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Warehouse Lot

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true

Insert excerpt

Def - Warehouse Lot - Inventory Site Validations

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true

Insert excerpt

Def - Warehouse Lot

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true

Weight

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Weight - Inventory

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true

Insert excerpt

Def - Weight - Inventory Calculations

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true

BOM Units

Identifies the Units quantity from the associated BOM record. This is only applicable to items that are assigned to a BOM. If the user updates the 'Units' value for an Output line item (associated with the BOM), the BOM Units and all the corresponding Input items will be updated based on the difference. For example, If the 'Units' value for the Output line item is 100 Cases when loaded from the BOM record and the user updates the 'Units' value to 90 Cases, all the input line(s) quantities from the BOM will be updated to 90% of the original quantity (for example, an input line item value of 50 Cases would now be updated to 45 Cases).

Note: The BOM Units on an Input line are always calculated from the Output BOM Item's percentage. If a user updates the 'Units' value for an Input line associated with the BOM record, the BOM Units will not be updated based on this.

Database Field: ERPx_IMTransactionDetail.BomUnits

BOM Weight

Identifies the Weight from the associated BOM record. This is only applicable to items that are assigned to a BOM. If the user updates the 'Weight' value for an Output line item (associated with the BOM), the BOM Weight and all the corresponding Input items will be updated based on the difference. For example, If the 'Weight' value for the Output line item is 1000lbs when loaded from the BOM record and the user updates the 'Weight' value to 900lbs, all the input line(s) quantities from the BOM will be updated to 90% of the original quantity (for example, an input line item value of 500lbs would now be updated to 450lbs).

Note: The BOM Weight on an Input line are always calculated from the Output BOM Item's percentage. If a user updates the 'Weight' value for an Input line associated with the BOM record, the BOM Weight will not be updated based on this.

Database Field: ERPx_IMTransactionDetail.BomWeight

Country of Origin

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	Country of Origin
	Country of Origin
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This is editable from the 'Country of Origin' tab on the Production Batch Record View or via Mass Update.

Insert excerpt

	Def - Country of Origin
	Def - Country of Origin
nopanel	true

Database Field: ERPx_IMProductionLot.CountryOfOrigin

Include in Yield

Identifies whether the line item is included in the yield calculation or not. This is a Yes/No lookup that is required. It defaults based on the following:

For line items with a Line Source of Manual it defaults to "Yes".
For line items with a Line Source of BOM it defaults to the value set on the corresponding BOM record.
For line items with a Line Source of Production Order it defaults to the value set on the corresponding Production Order record.

This field is always editable while the transaction is in a Status of 'New'.

Database Fields: ERPx_IMBOMItem.IncludeInYield, ERPx_IMTransactionDetail.IncludeInYield

Item: Description

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	Item ID & Item Description
	Item ID & Item Description
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This is a text box that is required. It defaults as blank and is not editable once the line item has been saved to the transaction.

When the 'Add Item' icon is clicked, users may enter all or part of an Item ID or Description and hit the Enter key on the keyboard. If a complete Item ID was entered, the line item will be saved, if not, the Item Lookup dialog box will open with a list of items containing the data entered. From the 'Item Lookup' dialog box, users may check the checkbox next to one or multiple item(s) to add to the transaction using the Save & Close button.

Insert excerpt

	Def - Item ID
	Def - Item ID
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The lookup contains a list of all active Inventory type 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

Line Reference

Identifies the reference for the line item. This is an editable text box that defaults to the Production Order line reference if a value exists, else it defaults from the Reference on the Production transaction header field, else it is blank. This is not required, but if entered, it must be <=100 characters and does not need to be unique. This is always editable, even after the transaction is Posted.

Database Fields: ERPx_IMTransactionDetail.Reference

Line Source

Identifies how the line Item was added to the Production transaction. This is a non-editable textbox single-select standard lookup that is required. It defaults based on the following rules:

If the line item is on the source Production Order with a Production Order Line Source of 'Manual' then this field will default the value "Production Order"
If the line item is on the source Production Order with a Production Order Line Source of 'BOM' then this field will default the value "Production Order BOM"
If the line item was auto added from a BOM then this field will default the value "BOM"
Else this field will default the value "Manual"

This lookup contains all the values in the IMProductionLineSource Enumeration Class.

Database Field: ERPx_IMTransactionDetail.IMProductionLineSourceEN

Line Type

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	Line Type
	Line Type
nopanel	true

This is a single-select standard lookup that is required. It defaults to "Output", but can be changed to By-Product, and is always editable.

This lookup contains all the values in the IMLineItemType Enumeration Class where Enumeration Value = 1,3.

Database Field: ERPx_IMTransactionDetail.LineItemTypeEN

Line Work Order

In some instances the Production transaction is used to enter production results in bulk, across multiple Work Orders. When this occurs, assigning the Work Order as the default 'Work Order' on the transaction header would not work. In situations like this, the Work Order can be specifically assigned to each line item. This is a text box that is not required. This field defaults from the 'Work Order' field in the 'Home' tab of this Record View. This field is always editable while the transaction is in a Status of 'New'. This field must be <= 100 characters.

Insert excerpt

	Def - Work Order
	Def - Work Order
nopanel	true

Database Field: ERPx_IMTransactionDetail.WorkOrder

Ln.

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	Ln. - RV Items Grid
	Ln. - RV Items Grid
nopanel	true

This is an editable text box that defaults to the next available base-10 number per Line Type. It is required, and is editable while the transaction is in a Status of "New". To re-sequence the line items, edit one or more lines with a new positive number that would put the line item where you want it sorted, and click the Save button. On save, the line items will be resorted per Line Type, and the Ln. values will be re-set to base-10 values.

For example, if you had three Input line items 10, 20, and 30 and you wanted the last one (Ln. 30) to be second, you could edit the value to any number between 10 and 20 (i.e., 15) and on save the lines would be sorted in the new sequence (10, 15, and 30) and then all Ln.'s would be re-set to base 10 numbers (10, 20, 30).

Note: Since the Ln. values are per Line Type, it is possible to have duplicate Ln. values across the types.

Database Fields: ERPx_IMTransactionDetail.IMItemSort, ERPx_IMTransactionDetail.IMItemSortOverride

Lot Tracked

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	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

Owner

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	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

Pct. Total Yield

Identifies the percentage of the total yield quantity for the line item. This is a numeric field that is auto calculated as [Yield Quantity] / total [Yield Quantity] for the Line Type group * 100 that is rounded to 2 decimals. For example, if there are 2 Input line items one with 500Lbs and one with 300Lbs, the Pct. Total Yield for Item 1 would be 500/800 * 100 = 62.50% and for Item 2 would be 300/800 * 100 = 37.5%. This is not required and never editable.

Note: If there are any rounding differences, the difference will be added to the first line item with the highest yield quantity.

This is a calculated field that is not stored in the database.

Production Batch

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	Production Batch
	Production Batch
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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

Storage Begin Date

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	Def - Storage Begin Date
	Def - Storage Begin Date
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This defaults to the value saved on the Warehouse Lot record if one exists, else it is blank. It is never editable on the grid of this page, however users can mass update a value for a line item that has a Warehouse Lot value saved, and this value can be edited on the Warehouse Lots List View.

Database Field: ERPx_IMWarehouseLot.StorageBeginDate

Storage Renewal Day

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	Def - Storage Renewal Day
	Def - Storage Renewal Day
nopanel	true

This defaults to the value saved on the Warehouse Lot record if one exists, else it is blank. It is never editable on the grid of this page, however users can mass update a value for a line item that has a Warehouse Lot value saved, and this value can be edited on the Warehouse Lots List View. It must be a number between 1 - 31 that represents the day of the 'Storage Begin Date'. If a Storage Begin Date is provided and the Storage Renewal Day is blank, the value will be automatically calculated and assigned. For example, if the Storage Begin Date = 02/26/2024, the Storage Renewal Day would be 26. Users cannot enter 0 as a value, but the field is not required and may be blank.

Database Field: ERPx_IMWarehouseLot.StorageRenewalDay

Units

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	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

If Units are edited and the Line Source is either 'BOM' or 'Production Order BOM', the 'BOM Qty Override' field will be set to 'Yes'. Additionally, the Weight Units value will not recalculate if the related BOM Output item's Quantity is edited.

'WeightUnits' and 'Weight Unit UOM' fields will always display as the values entered by the user. However for consistency, weight Units that is are 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

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UOM - Weight

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true

Insert excerpt

Def - UOM

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true

Yield Quantity

Identifies the conversion of the quantity of the line item to the Production Yield UOM quantity. This is a system assigned non-editable field that is not required. It only applies to line items where the 'Include in Yield' is set to 'Yes' and the Item's UOM Schedule includes the Yield UOM specified on the Production transaction, else it is blank.

This is a calculated field that is not stored in the database.

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
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Database Fields: ERPx_IMUOM.UOMName, ERPX_IMItem.UOMScheduleSK, ERPx_IMTransactionDetail.TransactionUnitsUOMSK

Warehouse Lot

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	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.

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	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

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	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

If Weight is edited and the Line Source is either 'BOM' or 'Production Order BOM', the 'BOM Qty Override' field will be set to 'Yes'. Additionally, the Weight value will not recalculate if the related BOM Output item's Quantity is edited.

'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

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	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

Yield Quantity

Identifies the conversion of the quantity of the line item to the Production Yield UOM quantity. This is a system assigned non-editable field that is not required. It only applies to line items where the 'Include in Yield' is set to 'Yes' and the Item's UOM Schedule includes the Yield UOM specified on the Production transaction, else it is blank.

This is a calculated field that is not stored in the database.

Cost Items Grid Toolbar

Toolbar Icons

Description

Add Items

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	Add Item - RV Grid 3.0
	Add Item - RV Grid 3.0
nopanel	true

Column Filter Show/Hide

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	Column Filter Show/Hide - Global
	Column Filter Show/Hide - Global
nopanel	true

Excel

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	Excel - LV 3.0
	Excel - LV 3.0
nopanel	true

Group By Show/Hide

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	Group By Show/Hide - Global
	Group By Show/Hide - Global
nopanel	true

Quick Column Filter

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	Quick Column Filter
	Quick Column Filter
nopanel	true

Remove Items

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	Remove Items - RV Grid 3.0
	Remove Items - RV Grid 3.0
nopanel	true

Cost Items that are associated with a BOM record cannot be deleted, the message "[Cost Item ID] could not be deleted because it was added from a BOM." will be displayed on Save.

Saved Layouts

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	Column Layouts for Framework 3.0 - Global
	Column Layouts for Framework 3.0 - Global
nopanel	true

Grid: Cost Items Tab

. This defaults to blank or from BOM? and is updated on Save or on the fly?

Fields

Description

Checkbox

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	Checkbox
	Checkbox
nopanel	true

BOM Qty Override

Identifies whether the quantity of a Cost Item with a Line Source of 'BOM' or 'Production Order BOM' was manually updated. This is a Yes/No field where Yes means the user updated the default Quantity value and No (which is displayed as blank) means the default Quantity has not been updated.

This is a calculated field that is not stored in the database.

Cost Item

Identifies the Cost Item displayed as [Cost Item ID]: [Cost Item Description]. This is a text box that is allows the user to select the item for which to include in the transaction. This is a required field. This field defaults to blank and is editable until the transaction is Saved.

Database Fields: ERPx_IMCostItem.CostItemID: CostItemDescription, ERPx_IMBOMCostItem.BOMCostItemSK, ERPx_IMTransactionCostItem.CostItemSK

Cost Rate

Identifies the rate of the Cost Item. This is a numeric text box that defaults to the Cost Rate specified on the Cost Item master file when the Line Source is Manual and from the Current Rate based on the effective date of the Cost Item from the BOM record when the Line Source is Production Order BOM or BOM.

Database Fields: ERPx_IMCostItem.Rate, ERPx_IMTransactionCostItem.Rate

Cost UOM

Identifies the Unit of Measure of the Cost Item. This defaults from the Cost Item selected and is never editable from this record. It can be edited from the Cost Items List View at any time.

Database Fields: ERPx_IMUOM.UOMID, ERPx_IMBOMCostItem.UOMSK, ERPx_IMTransactionCostItem.CostUOMSK

Ext. Cost

Displays the calculated extended amount of the Cost item. This is a numeric text box that is calculated as: [Cost Rate] * [Quantity]

. This is never editable.

Database Field: ERPx_IMTransactionCostItem.Amount

Line Reference

Identifies the reference for the cost item. This is an editable text box that defaults to blank and is not required. If entered, it must be <=100 characters and does not need to be unique. This is always editable, even after the transaction is Posted.

Database Fields: ERPx_IMTransactionCostItem.Reference

Line Source

Identifies how the Cost Item was added to the Production transaction. This is a non-editable textbox single-select standard lookup that is required. It defaults based on the following rules:

- If the line item is on the source Production Order with a Production Order Line Source of 'Manual' then this field will default the value "Production Order"
- If the line item is on the source Production Order with a Production Order Line Source of 'BOM' then this field will default the value "Production Order BOM"
- If the line item was auto added from a BOM then this field will default the value "BOM"
- Else this field will default the value "Manual"

This lookup contains all the values in the IMProductionLineSource Enumeration Class.

Database Field: ERPx_IMTransactionCostItem.IMProductionLineSourceEN

Line Work Order

Identifies the work order for the Cost Item. This is an editable text box that defaults to blank and is not required. If entered, it must be <= 50 characters and does not need to be unique. This is always editable, even after the transaction is Posted.

Database Field: ERPx_IMTransactionCostItem.WorkOrder

Ln.

Identifies the Line # for each Transaction Line Item. The Line # sets the sort of the items on grids, list views, inquiries, and reports. This is an editable text box that defaults to the next available base-10 number. It is required, and is editable while the transaction is in a Status of "New". To re-sequence the line items, edit one or more lines with a new positive number that would put the line item where you want it sorted, and click the Save button. On save, the line items will be resorted, and the Ln. values will be re-set to base-10 values.

For example, if you had line items 10, 20, and 30 and you wanted the last one (Ln. 30) to be second, you could edit the value to any number between 10 and 20 (i.e., 15) and on save the lines would be sorted in the new sequence (10, 15, and 30) and then all Ln.'s would be re-set to base 10 numbers (10, 20, 30).

Database Field: ERPx_IMTransactionCostItem.LineNumber

Pct. Total Yield

Identifies the percentage of the total yield cost for the line item. This is a numeric field that is auto calculated as [Ext. Cost] / total [Ext. Cost] of the transaction * 100 that is rounded to 2 decimals. This is not required and never editable.

Note: If there are any rounding differences, the difference will be added to the first line item with the highest yield quantity.

This is a calculated field that is not stored in the database.

Quantity

Identifies the quantity of the line item. This is a numeric textbox that defaults to blank, is required and is editable while the record is in New Status. The value entered must be >=0 else the message "Cost Item [CostItemID] Quantity must be greater than or equal to 0." will be displayed on Save.

Database Field: ERPx_IMBOMCostItem.Quantity, ERPx_IMTransactionCostItem.Quantity

Rate Override

Identifies whether the Rate of a Cost Item was manually updated. This is a Yes/No field where Yes means the user updated the default Rate value and No (which is displayed as blank) which means the default Rate has not been updated.

Database Field: ERPx_IMTransactionCostItem.RateOverride

...

Version	Old Version 5	New Version Current
Changes made by	Emma Greenwood	Emma Greenwood
Saved on	Mar 13, 2024	Mar 29, 2024

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Grid: Cost Items Tab