Warehouse Inventory: Counts & Adjustments Dataset

This dataset combines fields from the Transaction and Transaction Line record types to display open inventory counts and completed counts for approval, including the items for each transaction. It forms the source data for the Warehouse Inventory: Counts & Adjustments Workbook.

Dataset Configuration

The Warehouse Inventory: Counts & Adjustments dataset combines fields from two record types and multiple criteria filters. To edit the dataset, see Defining a Dataset.

Root Record Type

Joined Record Type

Custom Formula Fields

Data Grid

Criteria Filters

Transaction

Transaction Line

(none)

The following fields are included in the dataset.

Transaction:

  • Date

  • Document Number/ID

  • Entity

  • Memo

  • Status

  • Total Amount (Transaction Currency)

  • Transaction

  • Type

Transaction Line:

  • Item

The following criteria is used to filter the dataset:

  • Transaction: Type is Inventory Count

  • Transaction Line: Line Type contains COUNTQUANTITY

Related Topics

Warehouse Inventory Dataset Templates
Warehouse Inventory: Inbound Dataset
Warehouse Inventory: Outbound Dataset
Workbook and Dataset Templates
Custom Workbooks and Datasets
Defining a Dataset
Joining Transaction Line and Transaction Accounting Line in a Dataset
Creating a Workbook

General Notices