Inventory Transactions are used to manage perpetual item and lot balances. The purpose of this page is to view, add, edit, remove, and post Inventory Adjustment, Production, Receipt, Transfer and Transfer Receipt Transactions. Additionally, users can Mass Update the Status of multiple transactions at once, view Shipment Details for Transfer transactions and Void/Correct transactions.

This list view also contains columns for each Attribute that is set up for the 'Inventory' attribute type. Because these are user defined, they are not included in the default view but can be added a saved layout. Inventory attributes are not included in the help documentation.

Software Version: 2021.11.24 and newer

[ 1 Page Header ] [ 1.1 Related Topics ] [ 1.1.1 Page Definitions ] [ 1.1.2 Technical Details ]

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Mass Update	Status: A single-select lookup that defaults to "(No Change)", but also has options for "New", "Approved" and "Ready to Post". Assigns the selected Status to selected/filtered transactions when Apply is clicked.
More Actions	RV: Shipment Details - Opens the Shipment Details Record View page to allow edit of freight amounts. Void/Correct - opens the Void/Correct page and allows the user to either Correct, Void or Void & Correct a transaction.
New	Adjustment: A transaction to adjust the On Hand balances of items. Production: A transaction to record production, both for items consumed (Inputs) and items created (Output). Receipt: A transaction to record the receipt of inventory purchased. Transfer: A transaction to record the transfer of inventory items between Sites.
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View	Shipment Details - Opens the Shipment Record View, in a new tab, for a selected record with a Transaction Type of: SO Shipment, Transfer, or Transfer Receipt.
Fields	Description
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BOL	Identifies the Bill of Lading reference/ID that was entered on the corresponding Transfer transaction. If no value was entered by the user, this field is populated with the Transaction ID of the corresponding Transfer when the record is saved. This is not required and can be edited on the 'Home' tab of the record view. This field is always editable while the transaction is in a status of New. Database Field: ERPx_IMTransactionHeader.BOL
Comment	Database Field: ERPx_IMTransactionHeader.Description
Corrected From	This field only displays a value when the transaction was corrected and is never editable. Database Field: ERPx_IMTransactionHeader.CorrectedFromTransactionHeaderSK
Created	Database Field: ERPx_IMTransactionHeader.CreatedDate
Created By	Database Field: ERPx_IMTransactionHeader.CreatedBy
GL Date	This is required and can be edited from the 'Properties' tab on the Transfer transaction record view. If no value is specified, this field will be populated with the transaction date on save. Database Field: ERPx_IMTransactionHeader.GLDate
Last Updated	Database Field: ERPx_IMTransactionHeader.LastUpdated
Last Updated By	Database Field: ERPx_IMTransactionHeader.LastUser
PO #	Database Field: ERPx_IMTransactionHeader.POHeaderSk
Received From	Identifies the name of the entity (Vendor, Fisherman, Grower, etc.) the product was received from. This is only required if a PO # has been entered on the transaction. This is editable when the transaction is in a Status of "New" for Receipts that are not linked to a PO #. For Receipts that are linked to a PO #, this is not editable. Database Field: ERPx_IMTransactionHeader.ReceivedFrom
Reference	This is not required and can be edited from the 'Home' tab on the record view while in the status of New. Database Field: ERPx_IMTransactionHeader.Reference
Site ID	This is required and can be edited from the 'Home' tab on the record view while in the status of New prior to Save. Database Fields: ERPx_MFSite.SiteID, ERPx_IMTransactionHeader.SiteSK
Site Name	Database Fields: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.SiteSK
Status	This is required and can be edited from the 'Status' on the 'Home' tab of the Adjustment, Production, Receipt and Transfer Record View and represents the status of the transaction. This is always editable while the transaction is in a Status of 'New' or 'Approved'. The Statuses that apply to transactions in this List View include: Database Field: ERPx_IMTransactionStatus.TransactionStatusName, ERPx_IMTransactionHeader.TransactionStatusSK
To Site ID	This is required and can be edited from the 'Home' tab on the record view while in the status of New prior to Save. This field is only visible on Transfer type transactions. Database Field: ERPx_MFSite.SiteID, ERPx_IMTransactionHeader.ToSiteSK
To Site Name	This is required and can be edited from the 'Home' tab on the record view while in the status of New prior to Save. This field is only visible on Transfer type transactions. Database Field: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.ToSiteSK
Trans Date	This is not required and can be edited from the 'Home' tab on the record view while in the status of New. For Transfer type transactions this is the 'Transferred On' date. Database Field: ERPx_IMTransactionHeader.TransactionDate
Transaction Class	This is required and is a system assigned value based on which transaction class the user created the transaction in. It is never editable by a user. Database Field: ERPX_IMTransactionClass.TransactionClassID,ERPx_IMTransactionHeader.TransactionClassSK
Transaction ID	Clicking on the link opens the corresponding transaction record view. This is a system assigned value and is never editable by a user. Database Field: ERPx_IMTransactionHeader.TransactionID
Transaction Type	This is a system assigned value and is never editable by a user. The transaction types are: Adjustment, Production, Receipt and Transfer. Database Field: ERPx_IMTransactionType.TransactionTypeDescription, ERPx_IMTransactionHeader.TransactionTypeSK
Via Site ID	This is not required and can be edited from the 'Home' tab on the record view while in the status of New prior to Save. This field is only visible on Transfer type transactions. Database Field: ERPx_MFSite.SiteID, ERPx_IMTransactionHeader.ViaSiteSK
Via Site Name	This is not required and can be edited from the 'Home' tab on the record view while in the status of New prior to Save. This field is only visible on Transfer type transactions. Database Field: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.ViaSiteSK

Inventory Transactions List View

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