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The purpose of this page is to allow users to search for, view and allocate existing inventory lots to Sales Orders and Sales Quotes. Users have the option to add a new line item with allocations or allocate to an existing line item. The transaction's order summary of line items and their associated allocations may also be viewed from the 'Order Summary' tab as new items are added and allocated. Insert excerptDef - Inventory LotDef - Inventory Lotnopaneltrue

(lightbulb) 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

Table of Contents
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Page Header

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Search Options

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Description

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This lookup contains the values in the IncludeInLotBalance Enumeration Class.

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

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The lookup contains a list of all Item Classes.

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The lookup contains a list of all Lot Owners.

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

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The lookup contains a list of all active Sites.

Order Summary Tab

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Fields

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Description

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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

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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

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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.

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Database Fields: ERPx_IMItem.ItemDescription, ERPx_SOOrderItem.OrderItemSK

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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

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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

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Ship By

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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. This field defaults from the 'Ship By' field for the associated Item on the Items grid on the Sales Order Record View.  It can be updated from the 'Ship By' field on the 'Shipments' tab of the Sales Order Record View.

Database Fields: ERPx_SOOrderItem.ScheduledShipDate, ERPx_LMLoadHeader.ScheduledShipDate

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Database Fields: ERPx_MFSite.SiteID, ERPx_LMLoadHeader.SiteSk

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Units UOM

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Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK

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The purpose of this page is to allow users to search for, view and allocate existing inventory lots to Sales Orders and Sales Quotes. Users have the option to add a new line item with allocations or allocate to an existing line item. The transaction's order summary of line items and their associated allocations may also be viewed from the 'Order Summary' tab as new items are added and allocated.

Insert excerpt
Def - Inventory Lot
Def - Inventory Lot
nopaneltrue

(lightbulb) 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

Table of Contents
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Page Header


Search Options
Description
Batch Date

Insert excerpt
Inq - Batch Date
Inq - Batch Date
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This is a date range control that allows users to select a single date or a range of dates, formatted from the users 'Date Format' preference. This is required to return results and defaults with a date range of the past 30 days.

Include

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Inq - Include
Inq - Include
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This is a multi-select standard lookup that is required to return results. It defaults to "Products with Any Balance". The options available include:

  • Lots with Any Balance: Returns all inventory lots with either an On Hand or Available Balance (a non zero positive or negative balance)
  • Lots with Available Balance: Returns all inventory lots with either an Available Balance (a non zero positive or negative available balance)
  • Open Lots: Returns open lots with no On Hand and no Available Balances
  • Closed Lots: Returns closed lots with no On Hand and no Available Balances

This lookup contains the values in the IncludeInLotBalance Enumeration Class.

Item

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Inq - Item
Inq - Item
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 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
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This is a multi-select standard lookup that is not required to return results. It defaults with all Lot Owners selected.

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Def - Item Class
Def - Item Class
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The lookup contains a list of all Item Classes.

Lot Owner

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

Insert excerpt
Def - Owner
Def - Owner
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The lookup contains a list of all Lot Owners.

Saved Search Options
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Search Options for Framework 3.0 - Global
Search Options for Framework 3.0 - Global
nopaneltrue
Search

Insert excerpt
Search - Search Options
Search - Search Options
nopaneltrue

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

Insert excerpt
Def - Site
Def - Site
nopaneltrue

The lookup contains a list of all active Sites.

Order Summary Tab


Fields
Description
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

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Item Description
Item Description
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This is a non-editable text box that is required. It defaults from the saved item(s) on the sales transaction.

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

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

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. This field defaults from the 'Ship By' field for the associated Item on the Items grid on the Sales Order Record View.  It can be updated from the 'Ship By' field on the 'Shipments' tab of the Sales Order Record View.

Database Fields: ERPx_SOOrderItem.ScheduledShipDate, ERPx_LMLoadHeader.ScheduledShipDate

Site

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Site ID
Site ID
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This is a non-editable text box that is required. It defaults from the 'Site' field on the Items grid on the Sales Order Record View. It can be updated from the 'Site' field on the 'Shipments' tab of the Sales Order Record View.

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Def - Site
Def - Site
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Database Fields: ERPx_MFSite.SiteID, ERPx_LMLoadHeader.SiteSk

Units UOM

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UOM - Units
UOM - Units
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This is a non-editable text box that is required. It defaults from the 'Sales Order Unit UOM' field on the 'Properties' tab of the Item Record View. It can be updated from the 'Units UOM' field on the Items grid on the Sales Order Record View while the status of the transaction is less than Shipped.

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Def - UOM
Def - UOM
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Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK

Weight UOM

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UOM - Weight
UOM - Weight
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This is a non-editable text box that is required. It defaults from the 'Sales Order Weight UOM' field on the 'Properties' tab of the Item Record View. It can be updated from the 'Weight UOM' field on the Items grid on the Sales Order Record View while the status of the transaction is less than Shipped.

Insert excerpt
Def - UOM
Def - UOM
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Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK


Page Details

Toolbar IconsDescription
Add New Line

Image Added Takes all item(s) where users have entered allocated units or allocated weight and adds new line item(s) to the transaction, regardless of the existence of an identical item already on the transaction. If the checkbox next to the inventory lot is checked, but no allocated units or allocated weight was entered, then the inventory lot's full available quantities will be allocated. The 'Ord. Units' and 'Ord. Weight' fields will automatically populate from the 'Alloc. Units' and 'Alloc. Weight' fields. Additionally, the 'Price' field will default to "0.00".

Note: Users may enter either positive or negative allocations.

Allocate Existing Line

Image Added Replaces any existing allocations and updates the line item with the new allocation amounts, assuming the item and site combination already exists on the transaction. However, if the allocation amounts entered on the Find Lots page for the inventory lot do not match an existing order item and site combination, a new line item will be added to the transaction. If the checkbox next to the inventory lot is checked, but no allocated units or allocated weight was entered, then the inventory lot's full available quantities will be allocated. The 'Ord. Units' and 'Ord. Weight' fields will not be updated when allocations are made to existing line items.

Note: Users may enter either positive or negative allocations.

Column Filter Show/Hide
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Column Filter Show/Hide - Global
Column Filter Show/Hide - Global
nopaneltrue
Excel
Insert excerpt
Excel - LV 3.0
Excel - LV 3.0
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
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Column Layouts for Framework 3.0 - Global
Column Layouts for Framework 3.0 - Global
nopaneltrue
FieldsDescription
Alloc Units

Insert excerpt
Units - Allocated
Units - Allocated
nopaneltrue
 This is a numeric textbox that is sometimes required. This field is required and editable only if the item is managed by Units Only or Units or Weight. It defaults as blank may be either a positive or a negative number. This field will allow the user to enter the number of decimals set for the selected item on the 'Unit Decimals' property on the 'Properties' tab of the Item Record View. This is currently formatted to 3 decimals, regardless of the unit decimals property. This field is not stored in the database.
Insert excerpt
Def - Units- Inventory Calculations
Def - Units- Inventory Calculations
nopaneltrue
Found an existing bug that clears the Order Summary line items when a whole number is not entered in this field

If the 'Stop over allocating for lot tracked items based on' preference is set to "Available and On Hand" on the Preferences page and the allocated Units will draw the inventory lot negative, the message "Allocation for units or weight greater than the available or on hand quantity of a lot tracked item is not allowed" will be displayed when the Add New Line button or Allocated Existing Line button is clicked. Similarly, if the 'Stop over allocating for lot tracked items based on' preference is set to "Available Only" on the Preferences page and the allocated Units will draw the inventory lot negative, the message "Allocation for units or weight greater than the available quantity of a lot tracked item is not allowed" will be displayed when the Add New Line button or Allocated Existing Line button is clicked. Similar error messages will be displayed when the 'Stop over allocating for non lot tracked items based on' preference is set to "Available Only" or "Available and On Hand".

Alloc Weight

Insert excerpt
Weight - Allocated
Weight - Allocated
nopaneltrue
 This is a numeric textbox that is sometimes required. This field is required and editable only if the item is managed by Weight Only or Units or Weight. It defaults as blank may be either a positive or a negative number. This field will allow the user to enter the number of decimals set for the selected item on the 'Unit Decimals' property on the 'Properties' tab of the Item Record View. This is currently formatted to 3 decimals, regardless of the unit decimals property. This field is not stored in the database.
Insert excerpt
Def - Weight - Inventory Calculations
Def - Weight - Inventory Calculations
nopaneltrue

If the 'Stop over allocating for lot tracked items based on' preference is set to "Available and On Hand" on the Preferences page and the allocated Units will draw the inventory lot negative, the message "Allocation for units or weight greater than the available or on hand quantity of a lot tracked item is not allowed" will be displayed when the Add New Line button or Allocated Existing Line button is clicked. Similarly, if the 'Stop over allocating for lot tracked items based on' preference is set to "Available Only" on the Preferences page and the allocated Units will draw the inventory lot negative, the message "Allocation for units or weight greater than the available quantity of a lot tracked item is not allowed" will be displayed when the Add New Line button or Allocated Existing Line button is clicked. Similar error messages will be displayed when the 'Stop over allocating for non lot tracked items based on' preference is set to "Available Only" or "Available and On Hand".

Batch 

Insert excerpt
Production Batch
Production Batch
nopaneltrue
This is a non-editable text box that is only required

. It

if the item's 'Lot Tracked' property is set to "Yes". This value defaults from the '

Sales Order Weight UOM' field on the 'Properties' tab of the Item Record View. It can be updated from the 'Weight UOM' field on the Items grid on the Sales Order Record View while the status of the transaction is less than Shipped.

Production Batch' value specified on the Inventory transaction that created the inventory lot. This can be edited from the 'Production Batch' field on the Properties tab of the Production Batch record view. 

Insert excerpt
Def -

UOM

Production Batch
Def -

UOM

Production Batch
nopaneltrue

Database

Fields

Field:

 ERPx

 ERPx_

IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK

Page Details

 This is a textbox that is required to allocate to a line item. positive or negative

Database Field:  This value is not stored in the database. Calculated field? 

Database Field: ERPx_IMProductionLot.ProductionLotID

Database Field: ERPx_IMItem.ItemDescription

Database Field: ERPx_IMLotOwner.OwnerName

  This is required and can be edited from the 'Site ID' and 'Site Name' fields on the 'Properties' tab of the Site Record View. It comes from the 'Default Site' field on the 'Home' tab of the Sales Order Record ViewIMProductionLot.ProductionLotID

Site Site

Database Fields: ERPx_MFSite.SiteID, ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK

Database Field: This is a calculated field and not stored in the database.

Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK 

Database Field: This is a calculated field and not stored in the database.

Weight UOM
Toolbar IconsDescription
Add New Line

Image Removed Takes all item(s) where users have entered allocated units or allocated weight and adds new line item(s) to the transaction, regardless of the existence of an identical item already on the transaction. If the checkbox next to the inventory lot is checked, but no allocated units or allocated weight was entered, then the inventory lot's full available quantities will be allocated. The 'Ord. Units' and 'Ord. Weight' fields will automatically populate from the 'Alloc. Units' and 'Alloc. Weight' fields. Additionally, the 'Price' field will default to "0.00".

Note: Users may enter either positive or negative allocations.

Allocate Existing Line

Image Removed Replaces any existing allocations and updates the line item with the new allocation amounts, assuming the item and site combination already exists on the transaction. However, if the allocation amounts entered on the Find Lots page for the inventory lot do not match an existing order item and site combination, a new line item will be added to the transaction. If the checkbox next to the inventory lot is checked, but no allocated units or allocated weight was entered, then the inventory lot's full available quantities will be allocated. The 'Ord. Units' and 'Ord. Weight' fields will not be updated when allocations are made to existing line items.

Note: Users may enter either positive or negative allocations.

Column Filter Show/Hide
Insert excerpt
Column Filter Show/Hide - GlobalColumn Filter Show/Hide - Global
nopaneltrue
Excel
Insert excerpt
Excel - LV 3.0Excel - LV 3.0
nopaneltrue
Group By Show/Hide
Insert excerpt
Group By Show/Hide - GlobalGroup By Show/Hide - Global
nopaneltrue
Help
Insert excerpt
Help - Global 3.0Help - Global 3.0
nopaneltrue
Quick Filter
Insert excerpt
Quick FilterQuick Filter
nopaneltrue
Refresh
Insert excerpt
Refresh - Global 3.0Refresh - Global 3.0
nopaneltrue
Saved Column Layouts
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Column Layouts for Framework 3.0 - GlobalColumn Layouts for Framework 3.0 - Global
nopaneltrue
FieldsDescription
Alloc Units
Insert excerpt
Units - AllocatedUnits - Allocated
nopaneltrue
Alloc WeightIdentifies 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 ItemOwnerSite

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Site IDSite ID
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Insert excerpt
SiteSite
nopaneltrue
Item

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Item ID & Item Description
Item ID & Item Description
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This is a non-editable text box that is required. This comes from and can be edited from the 'Item Description' field on the Properties tab of the Item record view.  

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Def - Production Batch
Def - Production Batch
nopaneltrue

Database Field: ERPx_IMItem.ItemDescription

Owner

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Owner - Inventory Lot
Owner - Inventory Lot
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This is a non-editable text box that is required. This defaults from the 'Owner' value specified on the Inventory transaction that created the inventory lot. This is not editable once the transaction has been Saved.

Database Field: ERPx_IMLotOwner.OwnerName

Site

Identifies the name of the Site the inventory lot is associated with. This is a non-editable text box that is required. This can be updated from the 'Site' field on the 'Home' tab of the Inventory transaction that created the inventory lot. This is not editable after the transaction has been Saved.

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Def - Site
Def - Site
nopaneltrue

Database Fields: ERPx_MFSite.SiteID, ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK

Units

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UOM - Units
UOM - Units
nopaneltrue
This is a non-editable text box that is sometimes required. This field is required only if the item is managed by Units Only or Units or Weight. This field defaults from and 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: This is a calculated field and not stored in the database.

Units UOM


Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK 

Weight

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Weight - Available
Weight - Available
nopaneltrue
This is a non-editable text box that is required. This value may be updated when a transaction with the inventory lot is Posted with weight quantities. This is a calculated field and not stored in the database.

Database Field: This is a calculated field and not stored in the database.

Weight UOM

Insert excerpt
UOM - Weight
UOM - Weight
nopaneltrue
This is a non-editable text box that is sometimes required. This field is required only if the item is managed by Weight Only or Units or Weight. This field defaults from and 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

UnitsUnits UOMWeight

Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK

WLot

 

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Warehouse Lot
Warehouse Lot
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This is a non-editable text box that is only required if the item's Site is Warehouse Lot Tracked. This value defaults from the 'Warehouse Lot' value specified on the Inventory transaction that created the Inventory Lot. This can be edited from the 'Warehouse Lot' field on the Warehouse Lots list view.

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Def - Warehouse Lot
Def - Warehouse Lot
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Database Field: ERPx_IMWarehouseLot.WarehouseLotID

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