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The purpose of 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: 2020.08.28 and newer

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Search OptionsDescription
As Of Date

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Inq - As Of Date
Inq - As Of Date
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 This is a date picker and a value must be entered that is required to return results. This It defaults to the current date.  

Item

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Inq - Item
Inq - Item
nopaneltrue
This is a multi-select standard lookup that is not required to return results. It defaults as blank.

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Def - Item ID
Def - Item ID
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The lookup contains a list of all Items in the Items master file.

Item Class

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Inq - Item Class
Inq - Item Class
nopaneltrue
This is a multi-select standard lookup that is not required to return results. It defaults as blank.

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Def - Item Class
Def - Item Class
nopaneltrue

The lookup contains a list of all Item Classes.

Lot Owner

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Inq - Lot Owner
Inq - Lot Owner
nopaneltrue
 This is a multi-select load on demand standard lookup that is not required to return results. It defaults to all Lot Ownersas blank.

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Def - Owner
Def - Owner
nopaneltrue

The lookup contains a list of all Lot Owners.

Saved Search Options

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Search

Options for Framework 3.0 - GlobalSearch Options for Framework 3.0 - Global

- Search Options
Search - Search Options
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  • Attribute Values
  • Item Description
  • Item ID
  • Lot Owner
  • Production Batch
  • Site ID
  • Site Name
  • Warehouse Lot 
Site

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Inq - Site
Inq - Site
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This is a multi-select load on demand standard lookup that is not required to include one or more Sites in the search return results. It defaults to all 'Active' Sitesas blank.

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Def - Site
Def - Site
nopaneltrue

The lookup contains a list of all active Sites.

Summarize By

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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

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Saved Search Options
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Search Options for Framework 3.0 - Global
Search Options for Framework 3.0 - Global
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Page Detail

Toolbar IconsDescription
Column Filter Show/Hide

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

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

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Refresh - Global 3.0
Refresh - Global 3.0
nopaneltrue

Saved Column Layouts

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Column Layouts for Framework 3.0 - Global
Column Layouts for Framework 3.0 - Global
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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.

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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.

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Def - Cost Group
Def - Cost Group
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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.

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Def - Cost - Actual
Def - Cost - Actual
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(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.

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Def - Cost - Standard
Def - Cost - Standard
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Def - Cost - Market
Def - Cost - Market
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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.

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Def - Cost - Market
Def - Cost - Market
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(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.

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Def - Cost - Standard
Def - Cost - Standard
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(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

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Item ID & Item Description
Item ID & Item Description
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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.

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Def - Cost - Standard
Def - Cost - Standard
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Def - Cost - Market
Def - Cost - Market
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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.

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Def - Cost - Market
Def - Cost - Market
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Database Field: ERPx_IMLotCostHistory.MarketCost

On Hand Units

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Units - On Hand
Units - On Hand
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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

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Weight - On Hand
Weight - On Hand
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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

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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".

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Def - Owner
Def - Owner
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Database Field: ERPx_IMLotOwner.OwnerName

Production Batch

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Production Batch
Production Batch
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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".

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Def - Production Batch
Def - Production Batch
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Def - Inventory Lot
Def - Inventory Lot
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Database Field: ERPx_IMProductionLot.ProductionLotID

Site

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Site ID
Site ID
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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.

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Def - Site
Def - Site
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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.

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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

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

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Def - UOM
Def - UOM
nopaneltrue

Database Field: ERPX_IMItem.DefaultIMUnitUOMSK

Warehouse Lot

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Warehouse Lot
Warehouse Lot
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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".

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Def - Warehouse Lot
Def - Warehouse Lot
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Def - Inventory Lot
Def - Inventory Lot
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Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK

Weight UOM

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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.

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Def - UOM
Def - UOM
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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 

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