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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.

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: 20202021.1105.13 21 and newer

Table of Contents

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Search Options

Description

As Of Date

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

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 as blank.

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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.

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

Search

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	Search - Search Options
	Search - Search Options
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Attr: [Attribute ValuesValue]
Item Description: [Item ID] or [Item Description]
Owner: [Lot Owner]
Batch: [Production Batch]
Site ID: [Site ID] or [Site Name]
Warehouse Lot WLot: [Warehouse Lot]

Site

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	Inq - Site
	Inq - Site
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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 - Site
	Def - Site
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The lookup contains a list of all active Sites.

Summarize By

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	Inq - Summarize By
	Inq - Summarize By
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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

Saved Search OptionsSearches

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	Search Options for Framework 3.0 - Global
	Search Options for Framework 3.0 - Global
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Toolbar Icons

Description

Column Filter Show/Hide

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	Column Filter Show/Hide - Global
	Column Filter Show/Hide - Global
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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
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Group By Show/Hide

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	Group By Show/Hide - Global
	Group By Show/Hide - Global
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Help

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	Help - Global 3.0
	Help - Global 3.0
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Quick Column Filter

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	Quick Column Filter
	Quick Column Filter
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Refresh

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	Refresh - Global 3.0
	Refresh - Global 3.0
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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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Search Options

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	Search Options - Inquiry Grid 3.0
	Search Options - Inquiry Grid 3.0
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Fields

Description

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
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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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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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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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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

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.

The On Hand balance is intended to reflect the quantity of an Inventory Lot that is physically in the facility. On-Hand balances are maintained for all items with an 'Item Type' of "Sales Inventory" whether they are Lot Tracked or not. On Hand balances are updated when the 'Status' of Inventory and Sales transactions is changed to "Ready To Post".

Note: This field does not take the "Include Shipped & Approved Sales Orders in On Hand balances" Inventory Preference into account when calculating On Hand balances.

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.

The On Hand balance is intended to reflect the quantity of an Inventory Lot that is physically in the facility. On-Hand balances are maintained for all items with an 'Item Type' of "Sales Inventory" whether they are Lot Tracked or not. On Hand balances are updated when the 'Status' of Inventory and Sales transactions is changed to "Ready To Post".

Note: This field does not take the "Include Shipped & Approved Sales Orders in On Hand balances" Inventory Preference into account when calculating On Hand balances.

Owner Name

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	Owner - Inventory Lot
	Owner - Inventory Lot
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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
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Database Field: ERPx_IMLotCostHistory.StandardCost

Summarize By

Identifies 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
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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
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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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Versions Compared

Old Version 51

New Version 52

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