Update Costs Inquiry List View

Owned by Emma Greenwood
Last updated: Oct 21, 2024
8 min read

The Update Costs inquiry is used to review Item and/or Lot costs. From here users can updated costs and drill down to cost history.

 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 not automatically included in the default view. Because these attributes and lot certifications are user defined, they are not included in the help documentation.

Software Version: 2022.06.16 and newer

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GL Period Activity

Used to limit the list of Lots that are returned in the inquiry, to only those that had either a beginning balance or activity within the GL Period specified.

If entered, this must be the format of [GL Period]-[GL Year] (e.g., 05-2022).

Include

Provided a way to limit the list of Lots that are returned. The lookup contains the following values:

  • Lots with any balance - selected by default

  • Lots with Available Balance

  • Lot Status - Closed

  • Costing Status - Open

  • Costing Status - Closed

Item

This is a multi-select lookup that defaults to blank (All) and is not required. Selecting nothing assumes you want all records returned.

The lookup contains a list of all Items in the Items master file.

Lot Owner

 This is a multi-select lookup that defaults to blank (All) and is not required. Selecting nothing assumes you want all records returned.

The lookup contains a list of all Lot Owners.

Saved Searches

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  • Attr: [Attribute Value]

  • Item: [Item ID] or [Item Description]

  • Owner: [Lot Owner]

  • Batch: [Production Batch]

  • Site: [Site ID] or [Site Name]

  • WLot: [Warehouse Lot]

Site

 This is a multi-select lookup that defaults to blank (All) and is not required. Selecting nothing assumes you want all records returned.

The lookup contains a list of all active Sites.

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