The purpose of this inquiry is to display each transaction that affects the balance of an inventory lot. From the inquiry, users may open the corresponding inventory transaction Record View or Sales Order Record View. This inquiry displays transactions that have been posted. This inquiry can be accessed from both the Inquiries page or from the Item Balances Inquiry and Lot Balances Inquiry List Views by selecting a one or more line item(s) and clicking "View Lot History" toolbar icon.
This inquiry also contains columns for each Attribute that is set up for the 'Items' attribute type and the 'Production Batches' attribute type. Additionally, this inquiry also contains columns for each Lot Certification with a certification 'Type' of "Item & Site". Item attributes, Production Batch attributes and Lot Certifications are automatically included in the default view. However, because these attributes and lot certifications are user defined, they are not included in the help documentation.
Software Version: 2020.11.13 and newer
Page Header
Search
| Search Options | Description |
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| Include |  This is a multi-select standard lookup that is not required to return results. It defaults to "Beginning Balances".
This lookup contains the values "Voids" and "Beginning Balances". |
| Item |  This is a multi-select standard lookup that is not required to return results. It defaults as blank.
The lookup contains a list of all Items in the Items master file. |
| Item Class |  This is a multi-select standard lookup that is not required to return results. It defaults as blank.
The lookup contains a list of all Item Classes. |
| Lot Owner |  This is a multi-select standard lookup that is not required to return results. It defaults as blank.
The lookup contains a list of all Lot Owners. |
| Search | 
- Attribute Values
- Item Description
- Item ID
- Lot Owner
- Production Batch
- Site ID
- Site Name
- Warehouse Lot
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| Site |  This is a multi-select standard lookup that is not required to return results. It defaults as blank.
The lookup contains a list of all active Sites. |
| Trans Class |  This is a multi-select standard lookup that is not required to return results. It defaults as blank.
The lookup contains a list of all Transaction Classes, SO Shipment and SO Return. |
| Trans Date |  This is a date range control that allows users to select a single date or a range of dates. This is not required to return results and defaults with a date range of the past 30 days.
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| Trans Type |  This is a multi-select standard lookup that is not required to return results. It defaults as blank.
The lookup contains a list of all Inventory Transaction Types configured for the company.
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| Saved Search Options | |
Page Detail
| Toolbar Icons | Description |
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| Column Filter Show/Hide |  |
| Excel |  |
| Favorites |  |
| Group By Show/Hide |  |
| Help |  |
| Quick Filter |  |
| Refresh | |
| Saved Column Layouts |  |
| View | 
- Order - Opens in inquiry showing open sales transactions that include the item
- Transaction -
- Shipment Details -
- Item - Opens the Item Master File Record View
- Warehouse Lot -
- Production Batch -
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| Fields | Description |
| Batch Date |  This can be edited from the 'Batch Date' field on the Properties tab of the Production Batch Record View.
Database Field: ERPx_IMProductionLot.DateProduced |
| BOL | Displays the BOL ID entered on the transaction. This field is specific to the Transfer transaction. This can be edited from the 'BOL' field on the 'Home' tab of the Transfer Transaction Record View while the transaction is in a Status of New.
Database Field: ERPx_IMTransactionHeader.BOL |
| Corrected From | Displays the Transaction ID of the source transaction that was corrected. This field only displays a value if the transaction has been corrected. This is not editable. Database Field: ERPx_IMTransactionHeader.CorrectedFromTransactionHeaderSK |
| Cost Group | Displays the cost group attached to the item. This can be edited from the 'Cost Group' property on the 'Properties' tab of the Item Record View. 
Database Field: ERPx_IMCostGroup.CostGroupID |
| Date | Displays the date of the inventory transaction. This can be edited from the 'Date' field on the 'Home' tab of the Transaction Record View for Adjustment, Production and Receipt transactions while the transaction is in a Status of New. This can be edited from the 'Transferred On' field on the 'Home' tab of the Transaction Record View for a Transfer transactions while the transaction is in a Status of New. Database Field: ERPx_IMTransactionHeader.TransactionDate |
| Item Attribute Class |  This can be edited from the 'Item Attribute Class' selected on the Properties tab of the Item Record View.
Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPX_IMItem.AttributeClassSK, ERPx_IMTransactionDetail.ItemSK
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| 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.
Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPx_IMTransactionDetail.ItemSK |
| GL Date |  This can be edited from the 'GL Date' field on the 'Properties' tab of the Transaction Record View while the transaction is in a Status of New.
Database Field: ERPx_IMTransactionHeader.GLDate |
| Owner |  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.
Database Field: ERPx_IMLotOwner.OwnerName |
Production Batch |  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.
Database Field: ERPx_IMProductionLot.ProductionLotID |
| Production Batch Site |  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 |
| Quantity | Displays the unit quantity or weight quantity of the item in the default reporting UOM. This can be edited from the 'Units' field or 'Weight' field of a line item on the Items grid of the Transaction Record View while the transaction is in a Status of New. This can also be edited from the 'Units' field or 'Weight' field of a line item on the Items grid of the Sales Order Record View while the transaction is in a Status of New. |