sThe purpose of this inquiry is to display each transaction that affects the inventory balance of an item. From the inquiry, users may also click the transaction number hyperlink to open the corresponding inventory transaction Record View.
This list view also contains columns for each Attribute that is set up for the 'Items' attribute type. Because these are user defined, they are not included in the default view but can be added a saved layout. Item attributes are not included in the help documentation.
Software Version: 2020.xx.xx and newer
Page Header
Filters
| Filter Items | Description |
|---|---|
| Include | Used to specify the type of transactions to include. This is a multi-select standard lookup that is not required to return results. If defaults to blank. This lookup contains the values in the ?????????????? Enumeration Class. |
| Item | Used to select one or more Items. This is a multi-select standard lookup that is required to return results. If defaults as blank. Item IDs are the unique identifier for Items. The lookup contains a list of all Items in the Items master file. |
| Item Class | Used to select one or more Item Classes. This is a multi-select standard lookup that is required to return results. If defaults as blank. Item Classes are used to identify default values that will be applied to new Inventory Items and to group Items together for reporting purposes. The lookup contains a list of all Item Classes. |
| Lot Owner | Used to select one or more inventory Owners. This is a multi-select standard lookup that is required to return results. It defaults to all Lot Owners. Error rendering macro 'excerpt-include' : No link could be created for 'Def - Lot - Owner'. The lookup contains a list of all Lot Owners. |
| Search | Error rendering macro 'excerpt-include' : No link could be created for 'Inq - Search'. This is a text box that is not required to return results. It defaults as blank and can be used to search Item ID, Item Description, Site ID, Site Name, Warehouse Lot, Production Batch, Owner or Attribute Values. Please refer to the How to Search in NorthScope FAQ for advanced search options. |
| Site | Used to select one or more Sites. This is a multi-select standard lookup that is required to return results. It defaults as blank. Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain perpetual inventory balances. The lookup contains a list of all active Sites. |
| Transaction Class | Used to select one or more Transaction Classes. This is a multi-select standard lookup that is required to return results. It defaults to all Transaction Classes selected. Transaction Classes are used to categorize transactions within transaction types and assign specific default values and business rules for each. The lookup contains a list of all Transaction Classes. |
| Transaction Date | Used to select the date the transaction was created. This is a date picker that allows users to select a single date or a range of dates. This is required to return results and defaults as blank. |
| Transaction Type | Used to select one or more Transaction Types. This is a multi-select standard lookup that is required to return results. It defaults to all Transaction Types selected. Transaction Types are used to differentiate unique types transactions within the system. Transactions with the same Transaction Type share the same record view pages and business rules. Transaction Types can be further classified using Transaction Classes. Every transaction in the system is assigned a Transaction Type. The lookup contains a list of all Transaction Types configured for the Company. |
| Saved Filters | Error rendering macro 'excerpt-include' : No link could be created for 'Grid Options for Kendo - Global'. →Tom, this is the excerpt I created as a placeholder that we can update and also add a link to another page as you suggested. |
Header Toolbar
| Toolbar Icons | Description |
|---|---|
| Excel | Export the contents of the list view to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view only the filtered contents will be exported. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| Grid Layout | Error rendering macro 'excerpt-include' : No link could be created for 'Grid Layout for Kendo - Global'. →Tom, this is the excerpt I created as a placeholder that we can update and also add a link to another page as you suggested. |
| Help | Opens the online WIKI help page for the current page.
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| Refresh | Re-queries the contents of the grid/page based on the Inquiry Criteria parameters or the default parameters for grids that do not support Inquiry Criteria. |
| View | Opens the Shipment Details Record View, which displays shipment details for the selected transaction. |
| Fields | Description |
| 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. Database Field: ERPx_IMTransactionHeader.BOL |
| Corrected From | Displays the Transaction ID of the source transaction that was corrected. This field only displays a value when the transaction was 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. Cost Groups are used to associate items that share the same cost model. 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. This can be edited from the 'Transferred On' field on the 'Home' tab of the Transaction Record View for a Transfer transactions. Database Field: ERPx_IMTransactionHeader.TransactionDate |
| Item Attribute Class | Identifies the Attribute Class configured for the Item. This can be edited from the 'Item Attribute Class' selected on the Properties tab of the Item Record View. Attribute Classes are assigned to master files to control which Attributes are visible, and/or required, to records within the master file. Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPX_IMItem.AttributeClassSK, ERPx_IMTransactionDetail.ItemSK |
| Item ID | Identifies the ID of the Item. This field is not editable. Item IDs are the unique identifier for Items. Database Field: ERPx_IMItem.ItemID, ERPx_IMTransactionDetail.ItemSK |
| Item: Description | Identifies the Item, displayed as Item ID: Item Description. This can be edited from the 'Item Description' property on the 'Properties' tab of the Item Record View. Database Field: ERPx_IMItem.ItemDescription
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| GL Date | |
| Quantity | |
| Reference | |
| Site | Identifies the unique Site ID (warehouse ID) of the Site the transaction, shipment, item, or lot is associated with. This comes from from the 'Site' field on the 'Home' tab of the Inventory transaction or the 'Default Site' field on the 'Home' tab of the Sales Order transaction. This is not editable after the transaction has been Saved. Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain perpetual inventory balances. Database Fields: ERPx_MFSite.SiteID, ERPx_IMLotBalance.SiteSK |
| Site Name | |
| Status | |
| Transaction | |
| Transaction Class | |
| Transaction Type | |
| Units UOM | Identifies the unit of measure that the units are stored in (Box, Bag, Case, Each, Tote, etc.) for a line item or on the transaction. This field can be edited from the 'Inventory Unit UOM' property on the 'Properties' tab of the Item record view. A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext. Database Field: ERPX_IMItem.DefaultIMUnitUOMSK |
| Units | Displays the On Hand units of the item at the corresponding Site or Inventory Lot. This can be updated when units for an item on an inventory transaction has been Posted or units for an allocated item on a sales order has been Posted. This is a calculated field and not stored in the database. |
| UOM | |
| UOM Schedule | |
| Void Date | |
| Weight | Displays the On Hand weight of the item at the corresponding Site or Inventory Lot. This can be updated when weight for an item on an inventory transaction has been Posted or weight for an allocated item on a sales order has been Posted. This is a calculated field and not stored in the database. |
| Weight UOM | Identifies the unit of measure that the weight is stored in (Lbs, Kg, Oz, Ton, etc.) for a line item or on the transaction. This field can be edited from the 'Inventory Weight UOM' property on the 'Properties' tab of the Item record view. A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext. Database Field: ERPx_IMLotBalance.WeightUOMSK |