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Def - Warehouse Lot
Def - Warehouse Lot
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This page displays warehouse lots for the selected Item, Site and Lot Owner(s).
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Def - Sales Allocation
Def - Sales Allocation
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The purpose of this page is allow users to select specific warehouse lot(s) to allocated from.

(lightbulb) This This record view contains columns for each Lot Certification. Because these these are user user defined, they are not included in the default view, but can be added a saved grid layout.Lot Certifications are not included in the help documentation.

Software Version: 2021.xx.xx and newer

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Toolbar IconsDescription
Grid Layout
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Grid Layout - Global
Grid Layout - Global
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Help
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Help - Global
Help - Global
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Save & Refresh

Save & Close

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Save/Save & Close - RV Header
Save/Save & Close - RV Header
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Help
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Help - GlobalHelp - Global
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FieldsDescription
Allocate By

Identifies how the allocation will be assigned. This is a single-select standard lookup that is required to return results. It defaults from the selected option on the Sales Transaction Record View. This field is always editable. 

This lookup contains the values in the AllocateBy Enumeration Class.

Database Field: ERPx_MFAllocateSession.AllocateByEN

Allocate From

Identifies the name of the Site the item will be allocated from. This is a single-select standard lookup that is required to return results. It defaults from the 'Ship To' field in the 'Home' tab of the Sales Transaction Record View. This field is always editable while the transaction is in a Status less than 'Approved'. This field is for information only and not stored in the database.

This lookup contains the value "Transaction Sites", as well as a list of all active Sites where the 'Visible to Sales' property is set to "Yes". 

Allocated

Displays the total allocated quantity and/or weight of the item. This is a non-editable text box that is required. It defaults from the 'Alloc. Units' or 'Alloc. Weight' field on the Items grid of the Sales Transaction Record View. This field is never editable. This field is updated when 'Units' or 'Weight' field is changed on the page and the user clicks or tabs out of the field.

Database Field: ERPx_SOOrderItemLot.AllocatedUnits, ERPx_SOOrderItemLot.AllocatedWeight

Item

Displays the item being allocated. This is a single-select standard lookup that is required to return results. This defaults from the selected item in the Items grid of the Sales Transaction Record View. Else, it defaults from the first item ([Seq. 1]) in the Items grid if the Sales Transaction Record View. This field is always editable. This field is for information only.

(lightbulb) If "Transaction Items" is selected, then lots for all items on the transaction will be displayed.

This lookup contains the value "Transaction Items", as well as a list of all items entered on the transaction. 

Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_SOOrderItem.OrderItemSK

Lot Owners

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Inq - Lot Owner
Inq - Lot Owner
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 This is a multi-select standard lookup that is required to return results. The Save & Refresh toolbar icon must be clicked to update the grid section when this field has been changed. The field defaults from the 'Default Owner' preference on the Inventory Preferences page. This field is always editable while the transaction is in a Status less than 'Approved'. This field is for information only and not stored in the database.

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

OrderedDisplays the total ordered quantity and/or weight of the item. This is a non-editable text box that is required. It defaults from the 'Ord. Units' or 'Ord. Weight' field on the Items grid of the Sales Transaction Record View. This field is never editable.

Database Fields: ERPx_SOOrderItem.OrderedUnits, ERPx_SOOrderItem.OrderedWeight

Show Lots

Identifies the type of lots to be displayed in the grid on the page. This is a multi-select standard lookup that is required to return results. The Save & Refresh toolbar icon must be clicked to update the grid section when this field has been changed. If the transaction Status is less than 'Approved', then this field defaults with "Allocated" and "Available" options selected. Else if the transaction Status of 'Approved' or greater, then this field defaults with the "Allocated" option selected. This field is always editable while the transaction is in a Status less than 'Approved'.

This lookup contains the values in the MFAllocateShowLots Enumeration Class.

Database Field: ERPx_MFAllocateSession.MFAllocateShowLotsEN

Unallocated

Displays the quantity and/or weight of the item which has been ordered, but not allocated. This is a non-editable text box that is required. It is calculated as [Ordered] - [Allocated]. It defaults from the 'Ord. Units' or 'Ord. Weight' field if there are no allocated units/weight for the item. This field is never editable. This field is updated when 'Units' or 'Weight' field is changed on the page and the user clicks or tabs out of the field. This field is for information only and not stored in the database.

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This field displays a text box that defaults to '0' for the user to enter the number of units lot once weight and vice versa.This field displays a text box that defaults to '0' for the user to enter the amount of weight lot. The once unit and vice versa.
Toolbar IconsDescription
Excel
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Excel - RV Grid
Excel - RV Grid
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View Open Transactions

View Posted Transactions

View All Transactions

Displays a single-select standard lookup of related drill-through inquiries. The list of options includes: 

  • View Open Transactions - Opens the Commitments and Allocations Inquiry to display open transactions for the Item & Site.
  • View Posted Transactions - Opens the Transaction History Inquiry. This is opening the Commitments and Allocations page, but should be opening the Transaction History Inquiry.
  • View All Transactions - To be removed; need to confirm.

There was a dev item was pulled from the release several weeks ago that addressed these options. Per JS, this will be addressed when the work is done on sales orders.

FieldsDescription
Allocate

Checking this check box auto-populates the 'Unallocated' Unit and/or Weight quantities to the 'Units' and/or 'Weight' fields. Unchecking the check box removes any 'Units' and 'Weight' quantities previously entered. This field is not required and is always editable while the transaction is in a Status less than 'Approved'. This field is for information only and not stored in the database.

(lightbulb) Checking the check box will not over allocate the lot. Additionally, the maximum quantities populated in the 'Units' and/or 'Weight' fields will not exceed the 'Available Units' and/or 'Available Weight' quantities.

Available Units

Displays the total available units of the item at the corresponding Warehouse Lot. This is a non-editable text box that is sometimes required. It is required when the item is managed by "Units Only" or "Units and Weight". It is a calculated field that is never editable. This field is for information only and not stored in the database.

Available WeightDisplays the total available weight of the item at the corresponding Warehouse Lot. This is a non-editable text box that is sometimes required. It is required when the item is managed by "Weight Only" or "Units and Weight". It is a calculated field that is never editable. This field is for information only and not stored in the database.
Item: Description

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Item ID & Item Description
Item ID & Item Description
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 This is non-editable text box that is required. It defaults from the item selected in the 'Item' field in the header of the page. This field is never editable.

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Def - Item ID
Def - Item ID
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Def - Item
Def - Item
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Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_SOOrderItem.OrderItemSK

Lot Exceptions

Identifies the reason lot certification do not match the item's requested certification, to provide more information as to why allocations cannot be made. This is a non-editable text box that is not required. If a lot exception exists, the warehouse lot row in the grid will be disabled. This field is never editable. This field is for information only and not stored in the database. This field may display the following:

  • On Hold - The lot has an inventory hold code. Hold codes are assigned/unassigned from the Lot Balances List View via the Mass Update button.
  • Mismatch Certs - The lot certification(s) do not match the order item’s requested certification(s).
On Hand Units

Displays the total on hand units of the item at the corresponding Warehouse Lot. This is a non-editable text box that is sometimes required. It is required when the item is managed by "Units Only" or "Units and Weight". It is a calculated field that is never editable. This field is for information only and not stored in the database.

On Hand WeightDisplays the total on hand weight of the item at the corresponding Warehouse Lot. This is a non-editable text box that is sometimes required. It is required when the item is managed by "Weight Only" or "Units and Weight". It is a calculated field that is never editable. This field is for information only and not stored in the database.
Owner

Identifies a the Lot Owner of the item at the corresponding Warehouse Lot. This is a non-editable text box that is required. It defaults from the Lot Owner selected when the Warehouse Lot was created. This field is never editable.

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Def - Owner
Def - Owner
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Database Fields: ERPx_IMLotOwner.OwnerName, ERPx_MFAllocateSession.LotOwners

Site

Identifies the Site ID of the item at the corresponding Warehouse Lot. This is a non-editable text box that is required. It defaults from the Site selected when the Warehouse Lot was created. This field is never editable.

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Def - Site
Def - Site
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Database Fields: ERPx_MFSite.SiteID, ERPx_MFAllocateSession.SiteSK

Site Name

Identifies the name of the Site of the item at the corresponding Warehouse Lot. This is a non-editable text box that is required. It defaults from the Site selected when the Warehouse Lot was created. This field is never editable.

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Def - Site
Def - Site
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Database Fields: ERPx_MFSite.SiteName, ERPx_MFAllocateSession.SiteSK

Units

Identifies the number of units of the item to allocate to the corresponding

Warehouse Lot. This is a numeric text box that is required to make an allocation if it is editable. It defaults as "0.00". This field is only editable if the item is managed by units and weight or units only and the transaction is in a Status less than 'Approved'. The value entered in this field must be greater than or equal to 0. If the item is managed by units and weight,

then when a value is entered in this field, the

'Weight' field will automatically be populated

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Database Field: ERPx_SOOrderItem.AllocatedUnits

Units UOM

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UOM - Units
UOM - Units
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This is a non-editable text box that is sometimes required. It is required when the item is managed by "Units Only" or "Units and Weight". It defaults from the 'Units UOM' field in the Items grid on the Sales Transaction Record View. This field is never editable.

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

Warehouse Lot

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Warehouse Lot
Warehouse Lot
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This is a non-editable text box that is required. It defaults from the Warehouse Lot entered when the inventory lot was created. This field is never editable.

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

Weight

Identifies the weight quantity of the item to allocate to the corresponding

Warehouse Lot. This is a numeric text box that is required to make an allocation if it is editable. It defaults as "0.00". This field is only editable if the item is managed by units and weight or weight only

and the transaction is in a Status less than 'Approved'. The value entered in this field must be greater than or equal to 0. If the item is managed by units and weight,

then when a value is entered in this field, the

'Units' field will automatically be populated

.

Database Field: ERPx_SOOrderItem.AllocatedWeight

Weight UOM

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UOM - Units
UOM - Units
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This is a non-editable text box that is sometimes required. It is required when the item is managed by "Weight Only" or "Units and Weight". It defaults from the 'Weight UOM' field in the Items grid on the Sales Transaction Record View. This field is never editable.

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

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