Manage Item Transaction Defaults on a Redesigned Page

Item transaction defaults provide you with a quick way to default the subinventory or locator for specific inventory, shipping, or receiving transactions to save your users valuable time. Managing these defaults is key to efficient warehouse operations. Now you can create, update, and delete item transaction defaults on a redesigned page with an improved user experience and mass update capabilities. 

Item Transaction Defaults is a new Redwood page that's integrated with 24B features, and it can be used to setup item transaction defaults for subinventory and locators. 

Feature Summary:

  • You can create, update, or delete item transaction defaults in mass.
  • For limited defaulting, you can:
    • Create defaults either by item or location
    • Update or delete existing defaults
  • A new spreadsheet (.csv) upload feature has been introduced for mass create and update:
    • Use the Create Multiple or Edit Multiple buttons to upload, create, or edit templates (.csv).
    • A scheduled process is triggered upon template (.csv) upload.
    • Use the new Action Status page to view the status of the submitted scheduled process.
    • For tasks that end in error, use the Action Status page to obtain the spreadsheet that lists the reasons why a task has an error. You can then edit and upload the file. 
    • The Process Item Transaction Default Request schedule process is triggered to create or update staged records. The status of the job can also be viewed from the Scheduled Processes page.

Home page

Home Page

Create default by item

Create Default by Item

Update defaults using spreadsheet

Update Defaults Using Spreadsheet

This feature provides an improved user experience and a more efficient way to manage your item transaction defaults.

Steps to Enable

  • Configure Item Transaction Defaults is a setup task that you can access from the Functional Setup Manager.
  • To access the Item Transaction Defaults page from the Inventory work area, set the profile value to Yes at the site level for the Redwood Page for Item Transaction Defaults Enabled profile option.

Tips And Considerations

  • Use the Actions and Edit buttons to create and update defaults for fewer than fifteen records.
  • For records with a high volume, use the Create Multiple button to create defaults and the Edit Multiple button to amend defaults.
  • You can perform mass update without previously selecting the records. After downloading the template, fill it out and upload the file.

Key Resources

Access Requirements

Users who are assigned a configured job role that contains this duty role can access this feature:

  • Configure Item Transaction Defaults Using Responsive Inventory Duty (ORA_INV_CONFIGURE_ITEM_TRANSACTION_DEFAULTS_PWA_DUTY)

This duty role is new in this update.