Save & Refresh

Save & Close

Either saves your changes and closes the page or saves your changes and refreshes the contents of the grid based on the selected criteria.

 The Save button is only activated when a change is detected on the page. When the Save button is active, a ‘ + ‘ character is displayed in the page border.

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. Else, if the "Allocate Item" option is selected from the Sales Transaction Record View and the selected item (or first item, if there is no selected item) is associated with a Warehouse Lot tracked site, then this field will default to "Allocate by Warehouse Lot". This field is always editable. When this field is updated, the page is saved and the contents of the grid are refreshed based on the selected criteria.

This lookup contains the values in the AllocateBy Enumeration Class.

Database Field: ERPx_MFAllocateSession.AllocateByEN

Identifies the name of the Site the item will be allocated from. This is a single-select standard lookup that This 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'. When this field is updated, the page is saved and the contents of the grid are refreshed based on the selected criteria.

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". 

If "Transaction Sites"are selected, then lots for all sites on the transaction will be displayed in the grid.

Database Fields: ERPx_MFSite.SiteName, ERPx_MFAllocateSession.SiteSK

Displays the total allocated quantity and/or weight of the item. This is a These are non-editable text box boxes that is are sometimes 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 The Allocated Units are required when when the item is managed by "Units Only" or "Units and Weight". The Allocated Weight is required when when the item is managed by "Weight Only" or "Units and Weight". They default from the 'Alloc. Units' and 'Alloc. Weight' field on the Items grid of the Sales Transaction Record View. These fields are for information only and are never editable. These fields are updated when 'Units' or 'Weight' field is fields are changed on the page and the user clicks or tabs out of the field.

If "Transaction Items" are selected for the 'Item' field, then these fields will display as blank.

Database Field: ERPx_SOOrderItemLot.AllocatedUnits, ERPx_SOOrderItemLot.AllocatedWeight

Displays the item being allocated, displayed as Item ID: Item Description [Sequence] - [Site ID]. 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 if no item was selected, then it defaults from the first item ([Seq. 1]) in the Items grid if of the Sales Transaction Record View. This field is always editable. This When this field is for information only.
If "Transaction Items" is selected, then lots for all items on the transaction will be displayedupdated, the page is saved and the contents of the grid are refreshed based on the selected criteria.

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

If "Transaction Items" is selected, then lots for all items on the transaction will be displayed in the grid.

Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_SOOrderItem.ItemSort, ERPx_MFSite.SiteID, ERPx_SOOrderItem.OrderItemSK

Displays the total ordered quantity and/or weight of the item

and the associated units of measure. These are a non-editable text

boxes that

are sometimes required.

The Ordered Units are required when when the item is managed by "Units Only" or "Units and Weight". The Ordered Weight is required when when the item is managed by "Weight Only" or "Units and Weight". The quantity/weight defaults from the 'Ord. Units' and 'Ord. Weight' field on the Items grid of the Sales Transaction Record View.

The UOMs default from the 'Units UOM' and 'Weight UOM' fields on the Items grid of the Sales Transaction Record View. These fields are for information only and are never editable.

If "Transaction Items" are selected for the 'Item' field, then these fields will display as blank.

Database Fields: ERPx_SOOrderItem.OrderedUnits, ERPx_SOOrderItem.OrderedWeight

, ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK

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

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 . - LOT OR ITEM? 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.

Checking this check box auto-populates the 'Unallocated' Unit Units and/or Weight quantities from the header to the 'Units' and/or 'Weight' fields in the selected row. 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.

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.

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.