The Inventory Receipt Transaction Record View allows users to record the receipt of inventory purchased from an outside entity. This transaction allows multiple items received into a single site to be recorded. The 'Include open Receipt transactions in Available balances' preference will determine whether Available balances are updated before the transaction is posted. Once the transaction is posted, it will update the On Hand lot balance of the item(s).

Software Version: 2021.05.21 and newer

[ 1 Page Header ] [ 1.1 Header Toolbar ] [ 1.2 Home Tab ] [ 1.3 Properties Tab ] [ 1.4 Attributes Tab ] [ 2 Page Detail ] [ 2.1 Items Grid ] [ 2.1.1 Related Topics ] [ 2.1.1.1 Page Definitions ] [ 2.1.1.2 Technical Details ]

Page Header

Header Toolbar

Toolbar Icons	Description

Toolbar Icons	Description
Delete	This toolbar icon is enabled when the transaction status is 'New'.
Help
New	The drop-down displays all active Receipt type transaction classes configured in the system.
Notes
Print
Process Correction
Save Save & Close

Home Tab

Fields	Description

Fields	Description
Corrected From	Displays the Transaction ID of the source transaction the correction is being made from. This is a text box that defaults to the source transaction. This field is not visible unless the transaction is the result of a correction. It is only required on transactions that are being corrected. This field is auto populated by the system and is not editable. Database Fields: ERPx_IMTransactionHeader.TransactionID, ERPx_IMTransactionHeader.CorrectedFromTransactionHeaderSK
Date	This is a date picker that is required. If missing, the message "Transaction Date is required" will be displayed on Save. It defaults to the current date, formatted from the users 'Date Format' preference. This field is always editable while the transaction is in a Status of 'New'. Database Field: ERPx_IMTransactionHeader.TransactionDate
Purchase Order	This is a text box that is not required. It defaults as blank. If entered, this field must be <= 100 characters. This field is always editable while the transaction is in a Status of 'New'. Database Field: ERPx_IMTransactionHeader.PONumber
Reference	This is a text box that is not required. It defaults as blank. If entered, this field must be <= 100 characters. This field is always editable while the transaction is in a Status of 'New'. Database Field: ERPx_IMTransactionHeader.Reference
Site	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. The lookup contains a list of all the 'Active' Inventory Sites. Database Fields: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.SiteSK
Status	This is a single-select standard lookup that defaults as 'New' and is required. This is always editable while the transaction is in a Status of 'New' or 'Approved'. The Statuses that apply to transactions in this List View include: Database Fields: ERPx_IMTransactionStatus.TransactionStatusName, ERPx_IMTransactionHeader.TransactionStatusSK

Properties Tab

Fields	Description

Fields	Description
Auto-Create New Lots	This is a single-select load on demand lookup that is required. It defaults from the 'Auto-Create New Lots' property in the 'Properties' tab of the associated Transaction Class Record View. This field is always editable while the transaction is in a Status of 'New'. If set to "Not Allowed" and the transaction would result in the creation of a new inventory lot, the message "Lots would be created when Auto-Create Lots is Not Allowed" will be displayed on Save. This lookup contains the values in the IMAutoCreateNewLots Enumeration Class. Database Field: ERPx_IMTransactionHeader.AutoCreateLotsEN
Corrected From	Displays the Transaction ID of the source transaction that was corrected. This is a non-editable text box that is not required. It is only displayed on the corrected transaction and is never editable. Database Fields: ERPx_IMTransactionHeader.TransactionID, ERPx_IMTransactionHeader.CorrectedFromTransactionHeaderSK
Created By	This is a non-editable text box that is required. Database Field: ERPx_IMTransactionHeader.CreatedBy
Created Date	This is a system assigned value and is never editable by a user. This is a non-editable text box that is required. Database Field: ERPx_IMTransactionHeader.CreatedDate
GL Date	This is a date picker that is required. It defaults from the 'Date' field on the 'Home' tab and is always editable while the transaction is in a Status of 'New'. This field must be on or after the 'Date' field on the 'Home' tab of the Receipt Record View. Else, the message "The GL date must occur on or after the Transaction Date" will be displayed on Save. Additionally, if the GL Date is not within an open Fiscal Period for Inventory, the message "The Fiscal Period is not open. The GL Date must be in a Fiscal Period that is open for Inventory." will be displayed on Save for statuses of 'Approved' or greater. Database Field: ERPx_IMTransactionHeader.GLDate
Last User	This is a non-editable text box that is required. Database Field: ERPx_IMTransactionHeader.LastUser
Last Updated	This is a system assigned value and is never editable by a user. This is a non-editable text box that is required. Database Field: ERPx_IMTransactionHeader.LastUpdated
Negative Available Balances	This is a single-select load on demand lookup that is required. It defaults from the 'Negative Available Balances' property in the 'Properties' tab of the associated Transaction Class Record View. This field is always editable while the transaction is in a Status of 'New'. If set to "Not Allowed" and the transaction would result in an inventory lot with a negative available balance, the message "Lot balances would be negative when set to Not Allowed" will be displayed on Save. This lookup contains the values in the IMAllowNegativeAvailableBalances Enumeration Class. If Sales Order allocation preferences are set to either “Available Only” or “Available and On Hand” and a Sales order has been allocated prior to a user updating the Inventory “Negative Available Balances” property, it is possible to draw the lots negative. A message will be displayed to the user if lot balances are negative and a new transaction is created which would impact those balances positively, however the overall balances would still be negative. For example, if the lot balance is -10 Cases and a Receipt transaction adds 5 Cases, the overall lot balance would still be negative. The following options are possible workarounds: Change the Receipt transaction's "Negative Available Balances" property to "Allowed" Change the Receipt transaction to result in a zero or greater inventory balance. Use Cycle Count feature to change inventory balance to zero or greater. Database Field: ERPx_IMTransactionHeader.NegativeBalancesEN
Void Date	This is a non-editable text box that is not required. Database Field: ERPx_IMTransactionHeader.VoidDate
Voided By	This is a non-editable text box that is not required. Database Field: ERPx_IMTransactionHeader.VoidedBy