The purpose of this page is to both search for and allocate inventory lots to sales Orders and Quotes in a single step. This page is most useful when you are entering an order interactively with a custom and/or selling out of existing inventory. Allocated Lots are added to the Sales transaction as either a new transaction line or as an update to an existing line. Users can view order progress by clicking on the 'Order Summary' tab.

This record view als

Def - Inventory Lot

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	Def - Inventory Lot
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An Inventory Lot is the most granular level that item balances of Units and Weight are stored within NorthScope. Balances for all 'Inventory Tracked' items (Items setup with an Item Type of "Sales Inventory") are stored as Inventory Lots, regardless of whether they are "Lot Tracked" (they use Production Batches) or not.

Inventory Lot
	Def - Inventory Lot
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This page also contains columns for each Attribute that is set up for the attribute setup for 'Items' attribute type and the 'Production Batches' attribute type. Additionally, this record view also contains columns for each Lot Certification with a certification 'Type' of "Item & Site". Because these are user defined, they are not included in the default view but can be added a saved column layout.Item attributes, Production Batch attributes and Lot Certifications are not included in the help documentation.

Software Version: 2021.06.04 and newer

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Filters Tab - Search

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. Products Any an positive or negative This is a multi-select standard lookup that is not required to return results. It defaults as blank.

The lookup contains a list of all active Sites.

Search Options

Description

Batch Date

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Inq - Batch Date

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true

Options

Description

Include

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	Inq - Include - Inv
	Inq - Include - Inv
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This is a multi-select standard lookup that is required to return results. It defaults to "

Lots with

Available 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 positive or negative Available Balance (a non zero

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.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.

Saved Searches

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Search Options for Framework 3.0 - Global

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true

Search

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	Search - Search Options
	Search - Search Options
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Attr: [Attribute Value] (columns are not visible in the grid, but may still be searched on)
Batch: [Production Batch]
Item: [Item ID] or [Item Name]
Owner: [Lot Owner]
Batch: [Production Batch]
Site: [SIte ID] or [Site Name]
WLot: [Warehouse Lot]

Site

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Inq - Site

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true

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Def - Site

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true

Order Summary Tab

Fields

Description

Alloc. UnitsDisplays the allocated units to be added or subtracted from the Available balance for the line item.

Order Summary Tab

not 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 editable 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

Displays the allocated weight to be added or subtracted from the Available balance the weight allocation for Units Alloc Weight inventory lot on the Find Lots Record View or the 'Weight' column for the associated Allocate Transaction Item for the transaction Approved ERPxSOOrderHeaderAllocatedWeightIs Sub Item 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. from item(s) sales transaction can be edited from the 'Item Description' field on the 'Properties' tab of the Item Record View.

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

Displays the number of units ordered for the line item not . It defaults as the item unit quantity saved on the transaction, else it defaults to "0.00" also defaults to "0.00" if the item's "Manage Item By' property is set to "Weight Only". This field is editable from the 'Ord. Units' column for the associated item while the status of the transaction is less than Shipped.

Database Field: ERPx_SOOrderItem.OrderedUnits

Displays the weight ordered weight .00" if the item's "Manage Item By' property is set to "Units Only". This field is editable from the '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

Site IDSite Items grid on the Sales Order Site 'Shipments' tab of Site Site ERPxMFSiteSiteID LMLoadHeaderSiteSk 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 edited from the 'Units UOM' field on the Items grid on the Sales Order Record View Weight Shipped.
Database FieldsIMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK

Fields

Description

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 ID & Item Description
	Item ID & Item Description
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This is a non-editable text box that is

required. It defaults

Alloc. Weight

from the saved item(s) on the sales transaction. This field can be edited from the 'Item Description' field on the 'Properties' tab of the Item Record View.

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	Def - Item ID
	Def - Item ID
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Database Fields: ERPx_IMItem.ItemID: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 editable from the '

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

Item

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Item ID & Item Description

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true

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

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Def - Item ID

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true

Ord. Units

also defaults to "0.00" if the item's "Manage Item By' property is set to "Units Only". This field is editable from the '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. 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 edited 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

Ord. Weight

. It can be edited 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

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

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 edited 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

.00" if the item's "Manage Item By' property is set to "Weight Only". This field is editable 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

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 edited 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

Units UOM

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UOM - Units

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true

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 editable 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

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Def - UOM

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true

Approved.

Database Field: ERPx_

SOOrderHeader.AllocatedWeight

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 edited 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.

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

Page Details

Toolbar Icons

Description

Add New Line

Image Modified 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 Modified 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
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Excel

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	Excel - LV 3.0
	Excel - LV 3.0
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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 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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View

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	View - Options 3.0
	View - Options 3.0
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Commitments and Allocations: Opens the Commitment and Allocations Inquiry, filtered for the selected item's inventory lot.
Lot History: Opens the Transaction History - Lot Inquiry, filtered for the selected item's inventory lot.
Item: Opens the Item Record View for the selected item.
Warehouse Lot: Opens the Warehouse Lot List View, filtered for the selected item's Warehouse Lot.
Production Batch: Opens the Production Batch Record View, filtered for the selected item's Production Batch.

Fields

Description

Alloc Units

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	Units - Allocated
	Units - Allocated
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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 field is not stored in the database.
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Def - Units- Inventory Calculations
Def - Units- Inventory Calculations
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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

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	Weight - Allocated
	Weight - Allocated
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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 field is not stored in the database.

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	Def - Weight - Inventory Calculations
	Def - Weight - Inventory Calculations
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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

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	Production Batch
	Production Batch
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This is a non-editable text box that is only required if the item's 'Lot Tracked' property is set to "Yes". This value defaults from the '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.

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	Def - Production Batch
	Def - Production Batch
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Database Field: ERPx_IMProductionLot.ProductionLotID

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 - Item ID
	Def - Item ID
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Database Field: ERPx_IMItem.ItemID: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.

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	Def - Owner
	Def - Owner
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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
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Database Fields: ERPx_MFSite.SiteID, ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK

Units

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	Units - Available
	Units - Available
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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 unit quantities. This is a calculated field and not stored in the database.

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.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.

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

Weight

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	Weight - Available
	Weight - Available
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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.

Weight UOM

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	UOM - Weight
	UOM - Weight
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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.

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	Def - UOM
	Def - UOM
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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

Versions Compared

Old Version 30

New Version 31

Key

Filters Tab - Search

Order Summary Tab

Order Summary Tab

Page Details

Related Topics

Page Comparison

Versions Compared

Old Version 30

New Version 31

Key

Filters Tab - Search

Order Summary Tab

Order Summary Tab

Page Details

Related Topics