Accessing transactional data records

Use this page to access the transactional data records.
Note: You can only add transactions when the selected scenario can be edited.

To access the transactional data records:

  1. Select Process > Cycle Periods.
  2. Select a cycle period.
  3. On the Scenario tab, select a scenario.
  4. On the Scenario page, click Transactional Data to view the related records. The data displayed:
    Name
    The name of the transactional data.
    Measure
    The measure in which the transactional data is stored.
    Item
    The receiving item for the transactional data record. Each transactional data record is stored at a base item, location, and date (day) level.
    Location
    The receiving location for the transactional data record. Each transactional data record is stored at a base item, location, and date (day) level.
    To Date
    The receiving date for the transactional data record. The date indicates the day the transactional data record is received or due, and is applied to the appropriate base-level period for the item and location.
    Quantity
    The quantity of the transactional data record.
    Reference
    The reference for the transactional data record.
    From Measure
    The From (source) measure of the record. This allows you to transfer a measure to another measure. For example, Inbound and Outbound. Only applicable if the transactional data type is Transfer.
    From Item
    The From (source) item of the record. Only applicable if the transactional data type is Transfer.
    From Location
    The From (source) location of the record. Only applicable if the transactional data type is Transfer.
    From Date
    The shipping date of the record. Based on the date, the transactional data record is released or shipped, and is applied to the appropriate base-level period for the 'from item and location'. Only applicable if the transactional data type is Transfer.
    Need Date
    The estimated required date of the order.
    Note: 
    • You must specify this value for records that are imported or generated using the Replenishment Engine.
    • This value must be same as the To Date for records that are created manually.
    Critical Flag
    Indicates the criticality of the transactional data. Possible values:
    • Expedite
    • Defer
    • None
    Note: 
    • This value must be set to None for manually created records.
    • For records that are imported or generated manually, you can set this field to any of the above value.
    Custom fields
    Additional text used as reference for the transactional data record. This field is displayed, based on the configuration of the transactional data definition.
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