Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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

(lightbulb) This inquiry 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.xx08.xx 28 and newer

Table of Contents
typeflat

...

Search OptionsDescription
As Of Date

Insert excerpt
Inq - As Of Date
Inq - As Of Date
nopaneltrue
 This is a date picker and a value must be entered to return results. This defaults to the current date. 

Lot Owner

Insert excerpt
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.

Insert excerpt
Def - Lot - Owner
Def - Lot - Owner
nopaneltrue

The lookup contains a list of all Lot Owners.

Saved Search Options

Insert excerpt
Search Options for Framework 3.0 - Global
Search Options for Framework 3.0 - Global
nopaneltrue
  

Site

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

Insert excerpt
Def - Site
Def - Site
nopaneltrue

The lookup contains a list of all Sites.

Summarize By

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

The lookup contains the following options:

  • Inventory Lot - summary of the Item, Production Batch, Site, Warehouse Lot and Owner. This is the most detailed level
  • 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

...

Toolbar IconsDescription
Column Filter Show/Hide

Insert excerpt
Column Filter Show/Hide - Global
Column Filter Show/Hide - Global
nopaneltrue

Excel
Insert excerpt
Excel - LV 3.0
Excel - LV 3.0
nopaneltrue
Favorites
Insert excerpt
Favorites Add/Remove - Global
Favorites Add/Remove - Global
nopaneltrue
Group By Show/Hide
Insert excerpt
Group By Show/Hide - Global
Group By Show/Hide - Global
nopaneltrue
Help
Insert excerpt
Help - Global 3.0
Help - Global 3.0
nopaneltrue
Quick Filter
Insert excerpt
Quick Filter
Quick Filter
nopaneltrue
Refresh

Insert excerpt
Refresh - Global 3.0
Refresh - Global 3.0
nopaneltrue

Saved Column Layouts

Insert excerpt
Column Layouts for Framework 3.0 - Global
Column Layouts for Framework 3.0 - Global
nopaneltrue
 

FieldsDescription
Actual Cost

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.

Insert excerpt
Def - Cost - Actual
Def - Cost - Actual
nopaneltrue

Database Field: ERPx_IMLotCostHistory.Cost

As Of Date

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 Search Options.

Database Fields: ERPx_IMTransactionHeader.TransactionDate, ERPx_SOorderHeader.OrderDate

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
nopaneltrue

Database Field: ERPx_IMCostGroup.CostGroupID

Date Produced

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 

Extended Actual Cost

Displays the Extended Actual Cost, which is calculated as [Actual Cost] * [On Hand Unit/Weight]. 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.

Insert excerpt
Def - Cost - Actual
Def - Cost - Actual
nopaneltrue

(lightbulb) 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.

Extended Lower of Cost or Market Cost

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.

Insert excerpt
Def - Cost - Standard
Def - Cost - Standard
nopaneltrue

Insert excerpt
Def - Cost - Market
Def - Cost - Market
nopaneltrue

Extended Market Cost

Displays the Extended Market Cost, which is calculated as [Market Cost] * [On Hand Unit/Weight]. 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.

Insert excerpt
Def - Cost - Market
Def - Cost - Market
nopaneltrue

(lightbulb) 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.

Extended Standard Cost

Displays the Extended Standard Cost, which is calculated as [Standard Cost] * [On Hand Unit/Weight]. 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.

Insert excerpt
Def - Cost - Standard
Def - Cost - Standard
nopaneltrue

(lightbulb) 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.

Item

Insert excerpt
Item ID & Item Description
Item ID & Item Description
nopaneltrue
This can be edited from the 'Item Description' property on the 'Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.ItemDescription

(lightbulb) 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.

Lower of Cost or Market Cost

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.

Insert excerpt
Def - Cost - Standard
Def - Cost - Standard
nopaneltrue

Insert excerpt
Def - Cost - Market
Def - Cost - Market
nopaneltrue

Database Field: ERPx_IMLotCostHistory.StandardCost or ERPx_IMLotCostHistory.MarketCost

Market Cost

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.

Insert excerpt
Def - Cost - Market
Def - Cost - Market
nopaneltrue

Database Field: ERPx_IMLotCostHistory.MarketCost

On Hand Units

Insert excerpt
Units - On Hand
Units - On Hand
nopaneltrue
This can be 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.

On Hand Weight

Insert excerpt
Weight - On Hand
Weight - On Hand
nopaneltrue
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.

Owner Name

Insert excerpt
Owner - Inventory Lot
Owner - Inventory Lot
nopaneltrue
 This comes from the 'Owner' field for a line item on the Items grid on an Inventory transaction. This is not editable after the transaction has been Saved. When the 'Summarize By' inquiry parameter is set to "Item" or "Item and Warehouse Lot", this field will be displayed as "**Not Included".

Insert excerpt
Def - Lot - Owner
Def - Lot - Owner
nopaneltrue

Database Field: ERPx_IMLotOwner.OwnerName

Production Batch

Insert excerpt
Production Batch
Production Batch
nopaneltrue
This can be edited from the 'Production Batch' 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".

Insert excerpt
Def - Lot - Production Batch
Def - Lot - Production Batch
nopaneltrue

Database Field: ERPx_IMProductionLot.ProductionLotID

Site

Insert excerpt
Site ID
Site ID
nopaneltrue
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
nopaneltrue

Database Fields: ERPx_MFSite.SiteID, ERPx_IMLotBalance.SiteSK

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
nopaneltrue

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 UOM

Insert excerpt
UOM - Default IM Units
UOM - Default IM Units
nopaneltrue
 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
nopaneltrue

Database Field: ERPX_IMItem.DefaultIMUnitUOMSK

Warehouse Lot

Insert excerpt
Warehouse Lot
Warehouse Lot
nopaneltrue
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".

Insert excerpt
Def - Lot - Warehouse Lot
Def - Lot - Warehouse Lot
nopaneltrue

Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK

Weight UOM

Insert excerpt
UOM - Default IM Weight
UOM - Default IM Weight
nopaneltrue
This field can be edited from the 'Inventory Weight UOM' property on the 'Properties' tab of the Item record view.

Insert excerpt
Def - UOM
Def - UOM
nopaneltrue

Database Field: ERPx_IMLotBalance.WeightUOMSK

Year Produced

Displays the year 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 

...