About the Product Transaction Query action

The Product Transaction Query uses the items defined for each product on a notice to search for product activity or history in the Infor Lawson Enterprise Applications. You can define a date range and the types of transactions you would like the query to search for. Product Transaction Query locates:


Requisition Lines	Unreleased OR Released requisitions where a Purchase Order or Shipment has not yet been created.
Purchase Order Lines	Non Stocks or Specials that were not fully cancelled and inventory items where the quantity was not fully received or cancelled. The search is done for each company within the procurement group (recall group) where the PO date falls within query date range.
Inventory	Inventory locations that have stock on hand for each company within the item group (recall group/procurement group).
Par Locations	Par locations for each company within the item group (recall group/procurement group).
In transit Transfers	Doc Type of ‘IR’ and a System Type of ‘IC’ for each company within the item group (recall group/procurement group) where the transaction date is later than the beginning date of the query date range. Note: Direct transfers are not shown, as they are already reflected in the Inventory balances.
Issues	Doc Types of ‘IS’ for each company within the item group (recall group/procurement group) where the transaction date is later than the beginning date of the query date range.
Procurement Templates	Matches on item for the procurement group (recall group).
Sourcing Event Lines	Matches on non-service items for all companies within procurement group (recall group/sourcing group) where the event line is not closed or cancelled.
Contract Lines	Matches on non-service items for the procurement group (recall group) where the contract line is not inactive or closed.
Agreement Lines	Matches on non-contract management agreements, non-service agreements for the procurement group (recall group) where the agreement line is not closed.
Equipment	Matches on model number or serial number entered for the product in the Asset Management system. Note: This is a separate query based on whether the notice has the Equipment field selected.

How responders and task are assigned to a notice by the product transaction query

The product transaction query uses transactions from the Infor Lawson Enterprise Applications and cross references the transaction information against the organization structure defined in Recall Management. Using location information in Infor Lawson applications, the application will look up the responders assigned to the organization structure and automatically assign tasks to the responder. If you have task instructions on a product, those will be associated automatically. If a responder is not defined for that particular location, the query will continue up the organization hierarchy to find the responder assigned.

Note:

If a transaction has a location not defined in the organization structure, the application will create a task with no one assigned to it. The task must be assigned to a responder before the notice is released.

In addition, the organization will be added to the Organization structure (with no parent), and an email will be sent to the coordinator suggesting they "re-parent" the organization correctly within the structure.