DEFINTION. The purpose of this page is to
This record view also contains columns for each Attribute that is set up for the 'ADD ALL TYPES HERE (Prod batch and items)' attribute types ALSO ADD CERTIFICATIONS. Because these are user defined, they are not included in the default view but can be added a saved column layout. ADD TYPES HERE attributes are not included in the help documentation.
Software Version: 2020.xx.xx and newer
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Filters Tab - Search
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A non-required text box that defaults to blank and is used to search across multiple fields. When the page is 'Refreshed', the data returned will be limited by what was included in the Search box (in addition to any other Search Options).
Refer to this FAQ for advanced search options.
The Search field can be used to search across the following fields:
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Used to select one or more Sites. This is a multi-select standard lookup that is not required to return results. It defaults as blank.
Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain inventory balances.
The lookup contains a list of all active Sites.
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Order Summary Tab
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Database Field: ERPx_SOOrderHeader.AllocatedUnits
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Database Field: ERPx_SOOrderHeader.AllocatedWeight
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This field is not stored in the database.
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Database Fields: ERPx_IMItem.ItemDescription, ERPx_SOOrderItem.OrderItemSK
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Database Field: ERPx_SOOrderItem.OrderedUnits
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Database Field: ERPx_SOOrderItem.OrderedWeight
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The purpose of this page is to allow users to view and allocate existing inventory lots to Sales Orders and Sales Quotes. Allocated inventory lots can then be added to the transaction as line items. Insert excerpt Def - Inventory Lot Def - Inventory Lot nopanel true
This record view also contains columns for each Attribute that is set up for the 'Items' attribute type and the 'Production Batches' attribute type. Additionally, this list view also contains columns for each Lot Certification with a certification 'Type' of "Item & Site". Item attributes, Production Batch attributes and Lot Certifications are automatically included in the default view. However, because these attributes and lot certifications are user defined, they are not included in the help documentation.
Software Version: 2020.xx.xx and newer
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| Batch Date |
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| Include |
This lookup contains the values in the IncludeInLotBalance Enumeration Class. | ||||||||||||||||
| Item |
The lookup contains a list of all Items in the Items master file. | ||||||||||||||||
| Item Class |
The lookup contains a list of all Item Classes. | ||||||||||||||||
| Lot Owner |
The lookup contains a list of all Lot Owners. | ||||||||||||||||
| Search |
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| Site |
The lookup contains a list of all active Sites. | ||||||||||||||||
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Order Summary Tab
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| Alloc. Units | Displays the allocated units to be added or subtracted from the Available balance for the line item. This is a non-editable text box that is not required. It defaults as the unity quantity allocation fro the item saved on the transaction, else it defaults to "0.00". This field also defaults to "0.00" if the item's "Manage Item By' property is set to "Weight Only". This field is never editable from this text box, but it can be updated from the 'Alloc. Units' column for the associated inventory lot on the Find Lots Record View or the 'Units' column for the associated item on the Allocate Sales Transaction Item Record View for the transaction while the status of the Transaction is less than Approved. Database Field: ERPx_SOOrderHeader.AllocatedUnits | ||||||||
| Alloc. Weight | Displays the allocated weight to be added or subtracted from the Available balance for the line item. This is a non-editable text box that is not required. It defaults as the weight allocation for the item saved on the transaction, else it defaults to "0.00". This field also defaults to "0.00" if the item's "Manage Item By' property is set to "Units Only". This field is never editable from this text box, but it can be updated from the 'Alloc. Weight' column for the associated inventory lot on the Find Lots Record View or the 'Weight' column for the associated item on the Allocate Sales Transaction Item Record View for the transaction while the status of the Transaction is less than Approved. Database Field: ERPx_SOOrderHeader.AllocatedWeight | ||||||||
| Is Sub Item | Displays whether the item is a substitute item and the item description of the item which it was substituted for. This is a non-editable text box that is not required. It defaults a blank. This field is never editable and is not stored in the database. | ||||||||
| Item |
Database Fields: ERPx_IMItem.ItemDescription, ERPx_SOOrderItem.OrderItemSK | ||||||||
| Ord. Units | Displays the number of units ordered for the line item. This is a non-editable text box that is not required. It defaults as the item unit quantity saved on the transaction, else it defaults to "0.00". This field also defaults to "0.00" if the item's "Manage Item By' property is set to "Weight Only". This field is never editable from this text box, but it can be updated from 'Ord. Units' column for the associated item on the Sales Order Record View while the status of the Transaction is less than Shipped. Database Field: ERPx_SOOrderItem.OrderedUnits | ||||||||
| Ord. Weight | Displays the weight ordered for the line item. This is a non-editable text box that is not required. It defaults as the item weight saved on the transaction, else it defaults to "0.00". This field also defaults to "0.00" if the item's "Manage Item By' property is set to "Units Only". This field is never editable from this text box, but it can be updated from 'Ord. Weight' column for the associated item on the Sales Order Record View while the status of the Transaction is less than Shipped. Database Field: ERPx_SOOrderItem.OrderedWeight | ||||||||
Ship By | Identifies the date the shipment containing the item is scheduled to leave the Site, formatted from the users 'Date Format' preference. This is a non-editable text box that is required for the transaction to be saved in a status of 'Shipped' or greater and can be edited from the 'Ship By' field on the 'Shipments' tab of the Sales Order Record View. It defaults from the 'Default Ship By' field on the 'Home' tab of the Sales Order Record View. Database Fields: ERPx_SOOrderItem.ScheduledShipDate, ERPx_LMLoadHeader.ScheduledShipDate | ||||||||
| Site | Used to select one or more Sites. This is a multi-select standard lookup that is not required to return results. It defaults as blank. Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain inventory balances. The lookup contains a list of all active Sites. Database Fields: ERPx_MFSite.SiteID, ERPx_LMLoadHeader.SiteSk | ||||||||
Units UOM | Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK | ||||||||
| Weight UOM | Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK | ||||||||
| Saved Search Options | Displays the saved search options lookup and related icons. This tool allows users to select previously saved search options, create a new set of search options, save changes to existing search options, forget/delete saved search options and/or assign a saved search option as the default for the page. Once changes are made to the search options, the user can click the Save Options icon and save the changes. The new search option can also be set as the default. |
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| Fields | Description | ||||||||||||||||||||||||
| Alloc Units | Identifies the total number of allocated units for all line items, formatted to 2 decimal places. This is a calculated field and can be edited by changing the unit allocation of one or more line items. Database Field: This value is not stored in the database. Calculated field? | ||||||||||||||||||||||||
| Alloc Weight | Identifies the total allocated weight for all line items, formatted to 2 decimal places. This is a calculated field and can be edited by changing the weight allocation of one or more line items. Database Field: This value is not stored in the database. Calculated field? | ||||||||||||||||||||||||
| Batch | Database Field: ERPx_IMProductionLot.ProductionLotID | ||||||||||||||||||||||||
| Item | Database Field: ERPx_IMItem.ItemDescription | ||||||||||||||||||||||||
| Owner | Database Field: ERPx_IMLotOwner.OwnerName | ||||||||||||||||||||||||
| Site |
Database Fields: ERPx_MFSite.SiteID, ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK | ||||||||||||||||||||||||
| Units | Database Field: This is a calculated field and not stored in the database. | ||||||||||||||||||||||||
| Units UOM | Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK | ||||||||||||||||||||||||
| Weight | Database Field: This is a calculated field and not stored in the database. | ||||||||||||||||||||||||
| Weight UOM | Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK | ||||||||||||||||||||||||
| WLot |
Database Field: ERPx_IMWarehouseLot.WarehouseLotID |
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