Overview:

This option will be useful to view all the historic transactions and undo few types of those transactions that occurred on the lot.

History transactions of a lot can be viewed with filter as mentioned below

Today

Date Range

No Filter (which is of all)

The screen has an option "Undo" to reverse the transaction that occurred on the lot except "Receive" and "Production" transactions

"History" window can be opened by clicking on the menu option or the context menu "History" in "Plant Floor / Inventory View". The screen shot is shown as below

pf_invview_history_zoom30

Lot Transactions View:

  • To view all the historic transactions that occurred on the lot, click on "No Filter" (default) and "Refresh" button
  • To view the historic transactions that occurred on the lot today, click on "Today" selection and "Refresh" button
  • To view the historic transactions that occurred on the lot between two specified dates, click on "Date Range" selection, enter the dates and click on "Refresh" button as shown below

PF_InvView_History_DateRange

Following data will be displayed for each lot transaction

 

Column Name

Description

Time Logged

Date and Time of transaction

Material Name

Name of the material of the selected Lot

UOM

Qty UOM

Current Warehouse

Latest Warehouse of the lot after the transaction.

Ex: The "Move" operation record will have the lot destination warehouse as "Current Warehouse"

Current Location

Latest Location of the lot after the transaction

Transaction Name

The type of transaction that was carried out

Primary Quantity

The quantity of the Lot after the transaction

Trans Quantity

The quantity of the transaction ooccurred

Related Lot ID

  • Lot ID related in context to the current transaction
  • This is required in case of consumed, split & merge transactions

Previous Material

  • The previous material of the Lot
  • This is required in case of Material change operation

Source Warehouse

  • The source warehouse of the Lot before transaction
  • This is required in case of Move Transaction

Source Location

  • The source location of the Lot
  • This is required in case of Move Transaction

New Lot Status

  • The status of the Lot after completing the transaction
  • This is required in case of Status Change

Old Lot Status

  • Previous status of the Lot before the transaction
  • This is required in case of Status Change

New Expiry Date

  • The new expiry date of the Lot
  • This is required in case of expiry date adjustment

Old Expiry Date

  • The old expiry date of the Lot
  • This is required in case of expiry date adjustment

Old Lot Alias

  • The old Lot Alias
  • This is required in case of alias adjustment

New Lot Alias

  • The new Lot Alias
  • This is required in case of alias adjustment

Old Due Date

  • The old due date
  • This is required in case of due date adjustment

New Due Date

  • The new due date
  • This is required in case of due date adjustment

Old Vendor ID

  • The old vendor ID
  • This is required in case of vendor ID adjustment

New Vendor ID

  • The old vendor ID
  • This is required in case of vendor ID adjustment

Old Vendor Lot#

  • The old vendor Lot number
  • This is required in case of vendor Lot number adjustment

New Vendor Lot#

  • The new vendor Lot number
  • This is required in case of vendor Lot number adjustment

User Name

The user who performed the transaction

Ref1

 

Ref2

 

Undone

  • Displays 1 if the transaction is an "Undo" transaction or  the actual transaction that was undone
  • Displays 0 if the transaction is a regular transaction

Create Date

Creation Date of the Lot

Expiry Date

Expiry date of the Lot

Material Type Name

The type of Material to which the Lot belongs

Reason Code

Reason for the transaction

Shift Name

Shift in which the transaction was performed

Comment

Comments against the transaction

Transaction UOM

Transaction Qty UOM

Customer Name

Name of the Customer to whom the Lot belongs

 

Undo a historic transaction:

This option will be useful to undo a lot transaction; But this option will not undo the receive and production transactions

To undo the transaction follow the below steps:

  • Double click on the transaction; Now "Undo" button will be enabled
  • Click on "Undo" button
  • Now the transaction would have been undone
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