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.

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

Table of Contents

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Page Header

Filters

...

The lookup contains a list of all Lot Owners.

...

The lookup contains a list of all Sites.

...

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

...

Header Toolbar

...

Displays the Actual Cost, which is the sum of Actual Base Cost and Actual Layer Costs, assigned to the lot. This can be 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

...

Identifies the cutoff transaction date 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

...

Displays the cost group attached to the item. This can be edited from the 'Cost Group' property on the 'Properties' tab of the Item Record View.

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Database Field: ERPx_IMCostGroup.CostGroupID

...

Displays the date on which the Production Patch was produced. This can be edited from the 'Batch Date' field on the Properties tab of the Production Batch record view. When the 'Summarize By' inquiry parameter is set to "Item", "Item and Owner", "Item and Warehouse Lot" or "Item, Owner and Warehouse Lot", this field will be displayed as "**Not Included".

Database Field: ERPx_IMProductionLot.DateProduced

...

Displays the Extended Actual Cost, which is the product of Actual Cost and On Hand Unit/Weight, assigned to the lot. This can be 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. This can also be edited by updating On Hand Unit or On Hand Weight quantities. This value is not stored in the database.

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On Hand Units are used in the calculation when the 'Cost UOM' field on the 'Properties' tab of the Item Record View has a unit UOM. On Hand Weight is used in the calculation when the 'Cost UOM' field on the 'Properties' tab of the Item Record View has a weight UOM.

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Displays either the Extended Standard Cost or the Extended Market Cost, whichever is lower. This can be 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. This can also be edited by updating On Hand Unit or On Hand Weight quantities. This value is not stored in the database.

...

Displays the Extended Market Cost, which is the product of Market Cost and On Hand Unit/Weight, assigned to the lot. This can be 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. This can also be edited by updating On Hand Unit or On Hand Weight quantities. This value is not stored in the database.

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On Hand Units are used in the calculation when the 'Cost UOM' field on the 'Properties' tab of the Item Record View has a unit UOM. On Hand Weight is used in the calculation when the 'Cost UOM' field on the 'Properties' tab of the Item Record View has a weight UOM.

...

Displays the Extended Standard Cost, which is the product of Standard Cost and On Hand Unit/Weight, assigned to the lot. This can be 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. This can also be edited by updating On Hand Unit or On Hand Weight quantities. This value is not stored in the database.

...

On Hand Units are used in the calculation when the 'Cost UOM' field on the 'Properties' tab of the Item Record View has a unit UOM. On Hand Weight is used in the calculation when the 'Cost UOM' field on the 'Properties' tab of the Item Record View has a weight UOM.

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Database Field: ERPx_IMItem.ItemDescription

To avoid duplicate rows where only the item description is different, this field will always display an item’s current description, and not any historical descriptions.

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Displays either the Standard Cost or the Market Cost, whichever is lower. This can be 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.StandardCost or ERPx_IMLotCostHistory.MarketCost

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Displays the Market Cost, which is the sum of Market Base Cost and Market Layer Costs, assigned to the lot. This can be 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.MarketCost

...

The purpose of this inquiry is to display each transaction that affects the inventory balance of an item.

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

Table of Contents

type	flat

Page Header

Filters

Filter Items

Description

Include

Used to specify the type of transactions to include. This is a multi-select standard lookup that is not required to return results. If defaults to blank.

This lookup contains the values in the ?????????????? Enumeration Class.

Item

Insert excerpt

	Inq - Item
	Inq - Item
nopanel	true

This is a multi-select standard lookup that is required to return results. If defaults as blank.

Insert excerpt

	Def - Item ID
	Def - Item ID
nopanel	true

The lookup contains a list of all Items in the Items master file.

Item Class

Insert excerpt

	Inq - Item Class
	Inq - Item Class
nopanel	true

This is a multi-select standard lookup that is required to return results. If defaults as blank.

Insert excerpt

	Def - Item Class
	Def - Item Class
nopanel	true

The lookup contains a list of all Item Classes.

Lot Owner

Insert excerpt

	Inq - Lot Owner
	Inq - Lot Owner
nopanel	true

This is a multi-select standard lookup that is required to return results. It defaults to all Lot Owners.

Insert excerpt

	Def - Lot - Owner
	Def - Lot - Owner
nopanel	true

The lookup contains a list of all Lot Owners.

Search

Insert excerpt

	Inq - Search
	Inq - Search
nopanel	true

This is a text box that is not required to return results. It defaults as blank and can be used to search Item ID, Item Description, Site ID, Site Name, Warehouse Lot, Production Batch, Owner or Attribute Values. Please refer to the How to Search in NorthScope FAQ for advanced search options.

Site

Insert excerpt

	Inq - Site
	Inq - Site
nopanel	true

This is a multi-select standard lookup that is required to return results. It defaults as blank.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

The lookup contains a list of all active Sites.

Transaction Class

Insert excerpt

	Inq - Transaction Class
	Inq - Transaction Class
nopanel	true

This is a multi-select standard lookup that is required to return results. It defaults to all Transaction Classes selected.

Insert excerpt

	Def - Transaction Class - General
	Def - Transaction Class - General
nopanel	true

The lookup contains a list of all Transaction Classes.

Transaction Date

Insert excerpt

	Inq - Transaction Date
	Inq - Transaction Date
nopanel	true

This is a date picker that allows users to select a single date or a range of dates. This is required to return results and defaults as blank.

Transaction Type

Insert excerpt

	Inq - Transaction Type
	Inq - Transaction Type
nopanel	true

This is a multi-select standard lookup that is required to return results. It defaults to all Transaction Types selected.

Insert excerpt

	Def - Transaction Types
	Def - Transaction Types
nopanel	true

The lookup contains a list of all Transaction Types configured for the Company.

Saved Filters

Insert excerpt

	Grid Options for Kendo - Global
	Grid Options for Kendo - Global
nopanel	true

→Tom, this is the excerpt I created as a placeholder that we can update and also add a link to another page as you suggested.

Header Toolbar

IMCostGroup.CostGroupID

true

Toolbar Icons

Description

Excel

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	Excel - LV
	Excel - LV
nopanel	true

Favorites

Insert excerpt

	Favorites Add/Remove - Global
	Favorites Add/Remove - Global
nopanel	true

Grid Layout

Insert excerpt

	Grid Layout for Kendo - Global
	Grid Layout for Kendo - Global
nopanel	true

→Tom, this is the excerpt I created as a placeholder that we can update and also add a link to another page as you suggested.

Help

Insert excerpt

	Help - Global
	Help - Global
nopanel	true

Refresh

Insert excerpt

	Refresh - Global
	Refresh - Global
nopanel	true

View

Opens the Shipment Details Record View, which displays shipment details for the selected transaction.

Fields

Description

BOL

Corrected From

Cost Group

Displays the cost group attached to the item. This can be edited from the 'Cost Group' property on the 'Properties' tab of the Item Record View.

Insert excerpt

	Def - Cost Group
	Def - Cost Group
nopanel	true

Database Field: ERPx_

IMLotOwner.OwnerName

Production Batch

Insert excerpt

Production Batch

nopanel

true

Date

Displays the date on which the Production Patch was produced. This can be edited from the '

Production

Batch Date' field on the Properties tab of the Production Batch record view. When the 'Summarize By' inquiry parameter is set to "Item", "Item and Owner", "Item and Warehouse Lot" or "Item, Owner and Warehouse Lot", this field will be displayed as "**Not Included".

Database Field: ERPx_IMProductionLot.DateProduced

Item Attribute Class

Item ID

Item: Description

Def - Lot - Production Batch

nopanel

Insert excerpt

Def - Lot - Production Batch

Item ID & Item Description
	Item ID & Item Description
nopanel	true

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

Database Field: ERPx_IMProductionLot.ProductionLotIDIMItem.ItemDescription

To avoid duplicate rows where only the item description is different, this field will always display an item’s current description, and not any historical descriptions.

GL Date
Quantity

Reference
Site

Insert excerpt

	Site ID
	Site ID
nopanel	true

This comes from from the 'Site' field on the 'Home' tab of the Inventory transaction or the 'Default Site' field on the 'Home' tab of the Sales Order transaction. This is not editable after the transaction has been Saved.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

Database Fields: ERPx_MFSite.SiteID, ERPx_IMLotBalance.SiteSK

Site Name
Standard Cost

Displays the Standard Cost, which is the sum of Standard Base Cost and Standard Layer Costs, assigned to the lot. This can be 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.

Insert excerpt

	Def - Cost - Standard
	Def - Cost - Standard
nopanel	true

Database Field: ERPx_IMLotCostHistory.StandardCost

Summarize ByIdentifies how the search results are grouped. This comes from the 'Summarize By' inquiry parameter field in the 'Filters' tab. This is not stored in the database.Unit Status
Transaction
Transaction Class
Transaction Type
Units UOM

Insert excerpt

	UOM - Units
	UOM - Units
nopanel	true

This field can be edited from the 'Inventory Unit UOM' property on the 'Properties' tab of the Item record view.

Insert excerpt

	Def - UOM
	Def - UOM
nopanel	true

Database Field: ERPX_IMItem.DefaultIMUnitUOMSK

Warehouse LotUnitsWarehouse Lot

Insert excerpt

Warehouse Lot

Units - On Hand
	Units - On Hand
nopanel	true

This can be edited from the 'Warehouse Lot' field on the Warehouse Lots list view. When the 'Summarize By' inquiry parameter is set to "Item" or "Item and Owner", this field will be displayed as "**Not Included".updated when units for an item on an inventory transaction has been Posted or units for an allocated item on a sales order has been Posted. This is a calculated field and not stored in the database.UOM
UOM Schedule
Void Date
WeightDef - Lot - Warehouse Lot

Insert excerpt

Def - Lot - Warehouse Lot

Weight - On Hand
	Weight - On Hand
nopanel	true

Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK This can be updated when weight for an item on an inventory transaction has been Posted or weight for an allocated item on a sales order has been Posted. This is a calculated field and not stored in the database.Weight UOMDisplays the year which the Production Patch was produced. This

Insert excerpt

	UOM - Weight
	UOM - Weight
nopanel	true

This field can be edited from the 'Inventory Weight UOM' property on the 'Properties' tab of the Item record view. Insert excerptDef - UOMDef - UOMnopaneltrue

Database Field: ERPx_IMLotBalance.WeightUOMSK

Year Produced

can be edited from the '

Batch Date' field

Inventory Weight UOM' property on the 'Properties' tab of the

Production Batch record view. When the 'Summarize By' inquiry parameter is set to "Item", "Item and Owner", "Item and Warehouse Lot" or "Item, Owner and Warehouse Lot", this field will be displayed as "**Not Included".

Item record view.

Insert excerpt

	Def - UOM
	Def - UOM
nopanel	true

Database Field: ERPx_

IMProductionLot

IMLotBalance.

DateProduced

WeightUOMSK

Version	Old Version 1	New Version 2
Changes made by	Janice Dannenberg (Unlicensed)	Janice Dannenberg (Unlicensed)
Saved on	Aug 17, 2020	Aug 17, 2020

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