The Cost History Inquiry details all layer costs assigned to lots. The purpose of the inquiry is to display how the current cost is calculated.
This list view also contains columns for each Attribute that is set up for the 'Items' attribute type and the 'Production Batches' attribute type. Additionally, this list view 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: 2020.xx.xx and newer
Page Header
Filters
| Filter Items | Description |
|---|---|
| Cost Type | Used to select one or more Cost Types to include. This is a multi-select standard lookup that is required to return results. It defaults to all Cost Types. Error rendering macro 'excerpt-include' : No link could be created for 'Def - Not Defined'. The lookup contains the values "NON-INV', "Item" and "Lot". |
| Include | A lookup to assign one or more conditions you want included in your search. This lookup contains: This is a multi-select standard lookup that is not required to return results. If defaults to blank. This lookup contains the value "Voids". |
| Item | Used to select one or more Items. This is a multi-select standard lookup that is required to return results. If defaults as blank. Item IDs are the unique identifier for Items. The lookup contains a list of all Items in the Items master file. |
| Item Class | Used to select one or more Item Classes. This is a multi-select standard lookup that is required to return results. If defaults as blank. Item Classes are used to identify default values that will be applied to new Inventory Items and to group Items together for reporting purposes. The lookup contains a list of all Item Classes. |
| Layer Costing Status | Used to select the layer costing status to include in the results. This is a single-select standard lookup that is not required to return results. It defaults as blank. Error rendering macro 'excerpt-include' : No link could be created for 'Def - Not Defined'. This lookup contains the values in the LayerCostingStatus Enumeration Class. |
| Lot Owner | Used to select one or more inventory Owners. This is a multi-select standard lookup that is required to return results. It defaults to all Lot Owners. Error rendering macro 'excerpt-include' : No link could be created for 'Def - Lot - Owner'. The lookup contains a list of all Lot Owners. |
| Search | Error rendering macro 'excerpt-include' : No link could be created for 'Inq - Search'. This is a text box that is not required to return results. It defaults as blank and can be used to search Item ID, Item Description, Site ID, Site Name, Warehouse Lot, Production Batch, Owner or Attribute Values. Please refer to the How to Search in NorthScope FAQ for advanced search options. |
| Site | Used to select one or more Sites. This is a multi-select standard lookup that is required to return results. It defaults as blank. Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain perpetual inventory balances. The lookup contains a list of all active Sites. |
| Transaction Date | Used to select the date the transaction was created. This is a date picker that allows users to select a single date or a range of dates. This is required to return results and defaults as blank. |
| Saved Filters | Error rendering macro 'excerpt-include' : No link could be created for 'Search Options for Kendo - Global'. →Tom, this is the excerpt I created as a placeholder that we can update and also add a link to another page as you suggested. |
Header Toolbar
| Toolbar Icons | Description |
|---|---|
| Excel | Export the contents of the list view to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view only the filtered contents will be exported. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| Grid Layout | Error rendering macro 'excerpt-include' : No link could be created for 'Column Layouts for Kendo - Global'. →Tom, this is the excerpt I created as a placeholder that we can update and also add a link to another page as you suggested. |
| Help | Opens the online WIKI help page for the current page.
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| Refresh | Re-queries the contents of the grid/page based on the Inquiry Criteria parameters or the default parameters for grids that do not support Inquiry Criteria. |
| Fields | Description |
| Actual | Error rendering macro 'excerpt-include' : No link could be created for 'Actual Cost'. This can be edited from the 'Actual Cost' field on the Mass Update dialog box launched from the Update Costs List View. This can also be edited clicking the Update Costs From BOM toolbar icon on the Update Costs List View.Database Field: ERPx_IMLotCostHistory.Cost |
| Batch Comment | Displays the batch comment assigned to the corresponding Production Batch. This can be edited from the 'Batch Comment' property on the 'Properties' tab of the Production Batch Record View. Database Field: ERPx_IMProductionLot.LotComment |
| Batch Date | Displays the date when the production batch was produced. This can be edited from the 'Batch Date' field on the 'Properties' tab of the Production Batch Record View. Database Field: ERPx_IMProductionLot.DateProduced |
| 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 |
| Cost Group | Identifies the unique Cost Group ID and Description. This can be edited from the 'Cost Group' property on the 'Properties' tab of the Item Record View. Cost Groups are used to associate items that share the same cost model. Database Field: ERPx_IMCostGroup.CostGroupID, ERPx_IMCostGroup.CostGroupDescription, ERPx_IMItem.CostGroupSK |
| Cost Type | Identifies whether the cost of the item is evaluated using the item or the lot. This can be edited from the 'Valuation Method' property on the 'Properties' tab of the Item Record View. Database Fields: ERPx_IMItem.ValuationMethodEN |
| Cost UOM | Identifies the unit of measure the item's cost is stated in terms of. This is the value assigned in the "Cost UOM" property on the Item Record View. This can be edited from the 'Cost UOM' property on the 'Properties' tab of the Item Record View. A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext. Database Fields: ERPx_IMItem.CostUOMSK |
| Costing Status | Displays whether the layer costing is Open or Closed. 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 | Displays the name of the Country that the Production Batch originated in. The value is stored in the 'Country of Origin' Tab on the Production Batch Record View. If no 'Country of Origin' has been assigned, this will be blank, if there is only one 'Country of Origin' assigned to the Production Batch then the name of that country will be displayed. If there is more than one country assigned on the 'Country of Origin' Tab then this will indicate "Multiple". 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 Since Received | Displays the number of days since the lot's received date. It is calculated as [Current Date - Received Date] and is never editable by a user. This is not stored in the database. |
| Effective | 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. ERPx_IMLotCostHistory.EffectiveDate or ERPx_MPBOMCostHistory.EffectiveDate |
| Inventory Balance Sheet Account | The GL Account that is used for the following Costing journal entries: This only applies to the 'Actual' cost of Items with a Costing Method of "Active".
Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.InventoryActSK |
| ItemID: Description | Identifies the Item, displayed as Item ID: Item Description. The 'Item ID' field is not editable. The Item Description can be edited from the 'Item Description' property on the 'Properties' tab of the Item Record View. Item IDs are the unique identifier for Items. Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPx_IMTransactionDetail.ItemSK |
| Label Code | |
| Market | |
| Owner | Identifies the Lot Owner of the Inventory Lot. 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 New. Error rendering macro 'excerpt-include' : No link could be created for 'Def - Lot - Owner'. Database Field: ERPx_IMLotOwner.OwnerName |
| Outside Purchase | |
Production Batch | Identifies the Production Batch ID of the Lot. Clicking on the link opens the Production Batch Record View. This can be edited from the 'Production Batch' field on the Properties tab of the Production Batch Record View. Error rendering macro 'excerpt-include' : No link could be created for 'Def - Lot - Production Batch'. Database Field: ERPx_IMProductionLot.ProductionLotID |
| Production Site | Displays the Site name and ID where the production batch was produced. This can be edited from the 'Production Batch Site' field on the Properties tab of the Production Batch Record View. Database Fields: ERPx_MFSite.SiteID, ERPx_MFSite.SiteName, ERPx_IMProductionLot.ManufactureSiteSK |
| Reason Code | |
| 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 | Identifies the unique Site ID (warehouse ID) of the Site the transaction, shipment, item, or lot is associated with. This comes from the 'Site' field on the 'Home' tab of the Transaction Record View. This is not editable after the transaction has been saved. Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain perpetual inventory balances. Database Fields: ERPx_MFSite.SiteName, ERPx_MFSite.SiteID, ERPx_IMTransactionHeader.SiteSK |
| Site Name | Error rendering macro 'excerpt-include' : No link could be created for 'Site'. This comes from the 'Site' field on the 'Home' tab of the Transaction Record View. This is not editable after the transaction has been saved.Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain perpetual inventory balances. Database Fields: ERPx_MFSite.SiteName, ERPx_MFSite.SiteID, ERPx_IMTransactionHeader.SiteSK |
| Source | |
| Standard | |
| Traded | Specifies if the Production Batch has been traded. Displays "Yes" if the 'Traded' field has been set to "Yes" on the Production Batch Record or blank if the field has been set to "No". This can be edited from the 'Traded' field on the Properties tab of the Production Batch record view. Database Field: ERPx_IMProductionLot.Traded |
| Updated | |
| Updated By | |
| Vendor Purchased From | |
| Warehouse Lot | Identifies the Warehouse Lot to which the selected item or inventory lot belongs. This value defaults from the 'Warehouse Lot' value specified on the Transaction Record View that created the Inventory Lot. This can be edited from the 'Warehouse Lot' field on the Warehouse Lots List View. Error rendering macro 'excerpt-include' : No link could be created for 'Def - Lot - Warehouse Lot'. Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK |