Inventory lot/serial history (IN407000)

This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.

In this window, you can view detailed information about inventory stocked at the warehouses.
You can locate a particular unit of the stock item by its lot or serial number.

This window is only displayed when the Lot and serial tracking functionality in the Enable/disable functionalities (CS100000) window is enabled.

By using the elements in this area, you can view in the table the data that is most relevant to your information needs.

Element Description
Lot/serial no. The lot or serial number for which you want to view transaction information.
Warehouse

The warehouse for which you want to view transaction information.

This field is only displayed if the Multiple warehouses functionality in the Enable/disable functionalities (CS100000) window is enabled.
Location The location for which you want to view transaction information.
This field is only displayed if the Multiple warehouses and Multiple warehouse locations functionalities in the Enable/disable functionalities (CS100000) window are enabled.
Item ID The stock item for which you want to view transaction information.
Start date The start date of the date range for the inventory transactions to be displayed.
End date The end date of the date range for the inventory transactions to be displayed.
Include landed cost in unit cost A check box that indicates (if selected) that the system displays in the Unit cost column the sum of item unit cost and landed cost which is taken from a purchase receipt (if any) associated with the item.

This area displays the details of the transactions that meet the criteria you specified in the Selection area.

Button Description
Summary Opens the Inventory summary (IN401000) window as a pop-up to display the availability data of the stock item.
Allocation details Opens the Inventory allocation details (IN402000) window as a pop-up to display information about how the selected stock item is allocated at the specified warehouse.
Column Description
Item ID The stock item involved in the transaction.
Trans. date The transaction date.
Trans. type

The inventory transaction type.
For transactions originating in the Inventory workspace, the types can be:

  • Receipt
  • Issue
  • Transfer
  • Adjustment

For transactions originating in another workspace, the types can be:

  • Invoice
  • Credit note
  • Return
Ref. no. The reference number of the document.
Warehouse The warehouse where the inventory transaction was performed.
This column is only displayed if the Multiple warehouses functionality in the Enable/disable functionalities (CS100000) window is enabled.
Location The location where the inventory transaction was performed.
This column is only displayed if the Multiple warehouse locations functionality in the Enable/disable functionalities (CS100000) window is enabled.
Lot/serial no. The lot or serial number assigned to the unit or units with the specified item ID.
Expiration date The expiration date of the specified unit or units under the same lot or serial number.
UoM The unit of measure used for the stock item.
Quantity The quantity of the item in the specified UoM.
Unit cost The cost of the item for the specified UoM.
Sales order type The type of the order that the inventory transaction is based on.
Order no. The reference number of the order that the transaction is based on.
Customer no. The number of the customer on the sales order that the transaction is based on.
Customer name The name of the customer on the sales order that the transaction is based on.
Purchase receipt type The type of the receipt the inventory transaction is based on.
Receipt no. The reference number of the receipt the inventory transaction is based on.
Supplier The ID of the supplier on the purchase receipt the inventory transaction is based on.
Supplier name The name of the supplier on the purchase receipt the inventory transaction is based on.
Released If this check box is selected, the inventory document has been released.
Description The description of the transaction.

Related concepts

About lot and serial number tracking