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• Export Details: Opens the Export Details dialog. This toolbar icon is only enabled after the Transaction has been saved the first time and an ID has been assigned.

• Journal Details: 

   A journal entry is only created when freight has been recorded. 

• Reprice: Updates the item prices according to the most recent price list prices if the 'Price List' property is selected and the 'Item Price' has not previously been set. This toolbar icon is enabled when the transaction status is New. 

• Shipment Details: Opens the Shipment Details dialog to allow for inputting freight costs and adding freight legs.

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Process Correction 

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Transfer #: [Transaction ID]

For Transfer Receipts: Transfer Receipt #: [Transaction ID]

BOL

Identifies the Bill of Landing ID for the Transfer transaction. This is a text box that is not required. It defaults to blank and if entered, it must be <= 100 characters. On Save, if no value has been entered, it defaults to the transaction ID. This field is always editable while the transaction is in a Status of 'New'.

Database Field: ERPx_IMTransactionHeader.BOL

Carrier

Identifies the 'Leg 1' Carrier associated with the transaction. This is a single-select standard lookup that is not required. It defaults as blank and is always editable while the transaction is in a Status of 'New'. 

The lookup contains a list of all 'Active' Carriers.

Database Fields: ERPx_SOCarrier.CarrierName, ERPx_IMTransactionHeader.CarrierSK

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

From Site

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

 On a transfer receipt transaction, this field is disabled.

Database Fields: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.SiteSK

Received On

Identifies the date the transfer items are to be delivered to the 'To Site'. This is a date picker is only enabled once a Ship Via site is selected and the transaction is saved. This field defaults to the current date and is required if displayed. The date entered in this field will serve as the transaction date for the second part of the transfer, which is from the Ship Via site and to the To Site. This field must be on or after the Transferred On date, else the message "Received On date must occur on or after the Transferred On date." will be displayed on Save. This field is always editable while the transaction is in a Status of 'New'.

Database Field: ERPx_IMTransactionHeader.DeliverOnDate

Reference

Database Field: ERPx_IMTransactionHeader.Reference

Ship Via

The lookup contains a list of all 'Active' Inventory Sites where the 'In Transit' property is set to "Yes".

On a transfer receipt transaction, this field is always disabled.

Database Fields: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.ViaSiteSK

Status

Database Fields: ERPx_IMTransactionStatus.TransactionStatusName, ERPx_IMTransactionHeader.TransactionStatusSK

To Site

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

Database Fields: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.ToSiteSK

Transferred On

Identifies the date the items left the From Site. This is a date picker that is required. It defaults to current date and if missing, the message "Transferred On is required" is displayed on Save. The date entered in this field will serve as the transaction date for the first part of the transfer, if there are multiple parts. This field must be on or before the Received On date, else the message "Received On date must occur on or after the Transferred On date." will be displayed on Save. This field is always editable while the transaction is in a Status of 'New'. This field is not editable on the Transfer Receipt transaction.

Database Field: ERPx_IMTransactionHeader.TransactionDate

Group 1

GL Date

Database Field: ERPx_IMTransactionHeader.GLDate

Auto-Create New Lots

This lookup contains the values in the IMAutoCreateNewLots Enumeration Class.

Database Field: ERPx_IMTransactionHeader.AutoCreateLotsEN

Negative Available Balances

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

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

•  Change the Transfer 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

Price List

The lookup contains a list of all the 'Active' Inventory Price Lists.

Database Fields: ERPx_MFPriceListHeader.PriceListID, ERPx_IMTransactionHeader.PriceListHeaderSK

Freight Purchase Order

A system assigned value to identify whether a Freight Purchase Order is applicable / allowed and if it has been created or not. It is conditionally set based upon the Transaction Class property values, the Carriers assigned to all the Freight Legs that contain estimated freight, and the Status of the transaction. This is not editable and will one of the following values:

1. Not Applicable: The Transaction's Transaction Class is not configured to create Freight Purchase Orders.

2. Freight PO Allowed: The Transaction's Transaction Class is configured to create Freight Purchase Orders and the Transaction is not Yet Posted.

3. Freight PO Created: A Freight Purchase Order was created for the Freight Leg(s) on this Transaction.

4. Freight PO Not Created: The Transaction's Transaction Class is configured to create Freight Purchase Orders but no Freight Purchase Order was created because not all the Freight Legs, that contained estimated freight, were for Carriers that were configured to create a Freight Purchase Order.

Database Field: ERPx_IMTransactionHeader.FreightPOEN

Group 2

Created

Database Field: ERPx_IMTransactionHeader.CreatedDate

Created By

Database Field: ERPx_IMTransactionHeader.CreatedBy

Last Updated

Database Field: ERPx_IMTransactionHeader.LastUpdated

Last Updated By

Database Field: ERPx_IMTransactionHeader.LastUser

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

Group 3

Void Date

Database Field: ERPx_IMTransactionHeader.VoidDate

Voided By

Database Field: ERPx_IMTransactionHeader.VoidedBy

Attributes

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 - Transfer). 

Value

Add Item

Column Filter Show/Hide

Excel

Find Lots

Group By Show/Hide

Mass Update

•  Transaction

  • To Warehouse Lot and 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.

• Production Batch Properties

  • Batch Class, Batch Date, Expiration Date, Production Batch Site and Status

• Production Batch Attributes

  • Each Batch Attribute will be available

• Production Batch Certifications

  • Each applicable certification will be available

This toolbar icon is always enabled.

More Actions

• LV: Warehouse Lot - Opens the Warehouse Lot List View, in a new tab, filtered for the selected record's Warehouse Lot. 

• 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

Notes

Quick Column Filter

Remove Items

Saved Layouts

Checkbox

Gross Weight

This field is currently in development. Identifies the Gross Weight of the line item, calculated as [Net Weight] + ([Units] * [Unit Tare Weight]). This is a numeric text box that is not required. This field defaults as 0 and is auto-populated on Save if the 'Default Gross Weight from Item Setup on Transfer Transaction' Inventory preference is set to "Yes" and the item is managed by Units only or Units and Weight. This field can be both positive or negative. Additionally, this field may be populated when the 'Gross Weight' field on the Find Lots page is saved. This field is always editable while the transaction is in a Status of 'New' or 'Approved'.

Database Field: ERPx_IMTransactionDetail.GrossWeight

Item: Description

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

Item Price

Identifies the "insured" price of the line item. This is a numeric text box that is not required. This field defaults to 0 if there is no 'Price List' assigned to the 'Properties' tab or if the item is not found on the assigned price list. The number of Item Price decimals that may be entered comes from the 'Price Decimals' property on the 'Properties' tab of the Item Record View. It is always editable while the transaction is in a Status of 'New'.

Database Field: ERPx_IMTransactionDetail.ItemPrice

Lot Tracked

Database Fields: ERPx_IMItem.TrackMethodEN, ERPx_IMTransactionDetail.ItemSK

Net Weight

'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

Owner

The lookup contains a list of all Lot Owners.

Database Fields: ERPx_IMLotOwner.OwnerName, ERPx_IMLotBalance.LotOwnerSK

Price List Override By

Identifies the name of the user, formatted to be the "logged-in" user's [User First Name] + [User Last Name], who has updated the 'Item Price' field from the Price List Price on the transaction. This is a non-editable text box that is not required. This field defaults as blank and remains blank unless a Price List is assigned to the transaction and the user manually updates the 'Item Price' field to be different than the 'Price List Price' field. The field is for informational use only and is never editable. 

Database Field: ERPx_IMTransactionDetail.PriceListOverrideBy

Price List Override Date

Identifies the date when the 'Item Price' field was updated from the Price List price on the transaction record, formatted from the users 'Date Format' preference. This is a non-editable text box that is not required. This field defaults as blank and remains blank unless a Price List is assigned to the transaction and the user manually updates the 'Item Price' field to be different than the 'Price List Price' field. The field is for informational use only and is never editable. 

Database Field: ERPx_IMTransactionDetail.PriceListOverrideDate

Price List Price

Identifies the published "insured" price of the item, based on the Price List that is assigned to the transaction. This field is for informational use only and is never editable. This field defaults to 0 if there is no 'Price List' assigned to the 'Properties' tab or if the item is not found on the assigned price list. 

Database Field: ERPx_IMTransactionDetail.PriceListPrice

Price UOM

Identifies the unit of measure the price is calculated from. This is a single-select standard lookup that is required. It defaults from the 'Default Price UOM' property on the 'Properties' tab of the Item Record View when an item is selected and the transaction is saved. If a Price List is assigned to the transaction and the item is configured on the Price List, then this field defaults to the 'Price UOM' field on the 'Transfer_Items' tab of the Price List Record View. It is always editable while the transaction is in a Status of 'New'.

Database Fields: ERPx_IMUOM.UOMName, ERPx_MFPriceListItemHistory.PriceUOMSK, ERPx_IMTransactionDetail.PriceListItemSK

Production Batch

Database Fields: ERPx_IMProductionLot.ProductionLotID, ERPx_IMTransactionDetail.ItemSK

To Owner

Identifies the Lot Owner to which the corresponding item is being transferred to. 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 while the transaction is in a Status of 'New'.

The lookup contains a list of all Lot Owners.

Database Fields: ERPx_IMLotOwner.OwnerName, ERPx_IMLotBalance.LotOwnerSK

To Warehouse Lot

Identifies the Warehouse Lot to which the selected item or inventory lot is being transferred to. 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:

• On a one-part transfer, if the 'To Site', identified on the transaction header, is a warehouse lot tracked Site

• On a two-part transfer, if the 'Ship Via Site', identified on the transaction header, is a warehouse lot tracked Site

• On a Transfer Receipt, if the 'To Site', identified on the transaction header, is a warehouse lot tracked Site

and is disabled when these conditions are not true. If required and blank, the message "To Warehouse Lot is required for Warehouse Lot Tracked sites when Approving or Posting." will be displayed on Save of Statuses of 'Approved' or greater. 

If the 'To Site' field (one part transfer) or the 'Ship Via' field (two part transfer) is warehouse lot tracked, then the 'Auto Generate Warehouse Lots on Transfer Receipts' property on the Site Record View will determine whether the 'To Warehouse Lot' field is defaulted. The 'Auto Generate Warehouse Lots By' property on the Site Record View will determine the default value of the 'To Warehouse Lot' field when the transaction is saved

If enabled, this field is editable via the Item Grid - Mass Update Dialog while the transaction is in a Status of 'New'. This field must be <= 50 characters.

Updating this field on the transfer receipt transaction will result in the reallocation of items to the updated Warehouse Lot when the transaction is saved.

Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK

Units

'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

Unit UOM

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

Warehouse Lot

Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK

Weight UOM