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Janice Dannenberg (Unlicensed)

Janice Dannenberg (Unlicensed)

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The purpose of this page is to search and view Inventory Lot information as of a specific date using filter parameters. An Inventory Lot defines the quantity of product that is unique by combination of Item, Site, Production Batch, Warehouse Lot and Owner.

(lightbulb) This list view also contains columns for each Attribute that is set up for the 'Items' attribute type. Because these are user defined, they are not included in the default view but can be added a saved layout. Item attributes are not included in the help documentation.

Software Version: 2020.xx.xx and newer

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Inquiry ParametersDescription
As Of Date

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Inq - As Of Date
Inq - As Of Date
nopaneltrue
This is a date picker that is required to return results and defaults to current date. 

Lot Owner

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Inq - Lot Owner
Inq - Lot Owner
nopaneltrue
 This is a multi-select load on demand lookup that is required to return results. It defaults to all Lot Owners.

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Def - Lot - Owner
Def - Lot - Owner
nopaneltrue

The lookup contains a list of all Lot Owners.

Site

 

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Inq - Site
Inq - Site
nopaneltrue
This is a multi-select load on demand lookup that is required to include one ore more Sites in the search results. It defaults to all Sites.

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Def - Site
Def - Site
nopaneltrue

The lookup contains a list of all Sites.

Summarize By

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Inq - Summarize By
Inq - Summarize By
nopaneltrue
This is a single-select standard lookup that is required. If defaults to "Inventory Lot".

The lookup contains the following options:

  • Inventory Lot - summary of the Item, Production Batch, Site, Warehouse Lot and Owner
  • Item - summary of the Item and Site
  • Item and Owner - summary of the Item, Owner and Site
  • Item and Warehouse Lot - summary of the Item, Site and Warehouse Lot ID
  • Item, Owner and Warehouse Lot - summary of the Item, Site, Owner and Warehouse Lot

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Toolbar IconsDescription
Excel
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Excel - LV
Excel - LV
nopaneltrue
Favorites
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Favorites Add/Remove - Global
Favorites Add/Remove - Global
nopaneltrue
Help
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Help - Global
Help - Global
nopaneltrue
Refresh

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Refresh - Global
Refresh - Global
nopaneltrue

FieldsDescription
Actual Cost

Displays the Actual Cost

assigned to the lot. This is calculated by summing up

, which is the sum of actual base cost and actual layer costs, assigned to the lot.

The actual cost

This can be

updated

edited using the Mass Update dialog box on the Update Costs List View or the 'Update Costs From BOM' toolbar icon on the Update Costs List View.

Database Field: ERPx_IMLotCostHistory.Cost

As Of Date

Identifies the cutoff transaction date . Inventory Lots will display quantities to view Inventory balances that occur on and before this date. This can be edited from the 'As Of Date' in the 'Filters' tab.

Database Fields: ERPx_IMTransactionHeader.TransactionDate, ERPx_SOorderHeader.OrderDate

Cost Group

Displays the cost group of the item. The value is pulled from the properties of the item record. Cost Groups are used to associate items together that share the same cost model.

A text box to add or edit the unique identifier of the Cost Group record. This defaults to blank but is required for all records. If missing, the message "Cost Group is required." will be displayed on Save. The ID must be unique, otherwise the message "Duplicate Cost Groups are not allowed." will be displayed on Save. This field must be <= 50 characters

This can be edited from the 'Cost Group' property on the 'Properties' tab of the Item Record View.

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Def - Not Defined
Def - Not Defined
nopaneltrue
Linked
Cost Groups are used to associate items together that share the same cost model. ←Tom, I thought this could go in the definition?

Database Field: ERPx_IMCostGroup.CostGroupID

Date Produced
Extended Actual CostDisplays the Actual Cost, which is the product of Actual Cost and On Hand Unit/Weight, assigned to the lot.  
Extended Lower of Cost or Market Cost[OnHandUnitorWeight] * [LowerOfCostOrMarket]
Extended Market Cost[OnHandUnitorWeight] * [MarketCost]
Extended Standard Cost[OnHandUnitorWeight] * [StandardCost]
Item
Lower of Cost or Market Cost
Market CostDisplays the Market Cost assigned to the lot after a cost update. This is the Market base cost when the the Source is Base and Actual layer cost when the source is Layer.
On Hand Units
On Hand Weight
Owner Name
Production Batch
Site
Standard CostDisplays the Standard Cost assigned to the lot after a cost update. This is the Standard base cost when the the Source is Base and Actual layer cost when the source is Layer.
Summarize By
Unit UOMlot uom
Warehouse Lot
Weight UOMlot uom
Year Produced

Related Topics

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