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. Insert excerptDef - Inventory LotDef - Inventory Lotnopaneltrue This page also contains columns for each attribute setup for 'Items' and 'Production Batches'. 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

Table of Contents

type	flat

Page Header

Filters Tab - Search

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Search Options

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Description

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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.

...

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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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]
Site: [SIte ID] or [Site Name]
WLot: [Warehouse Lot]

Order Summary Tab

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Fields

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Description

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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.ItemID:ItemDescription, ERPx_SOOrderItem.OrderItemSK

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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 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

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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 edited 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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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 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

...

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.

Insert excerpt

	Def - Inventory Lot
	Def - Inventory Lot
nopanel	true

This page also contains columns for each attribute setup for 'Items' and 'Production Batches'. 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

Table of Contents

type	flat

Page Header

Filters Tab - Search

Search Options

Description

Filter For

Insert excerpt

	Inq - Include - Inv
	Inq - Include - Inv
nopanel	true

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 Available Balance: Returns all inventory lots with either a positive or negative Available Balance (a non-zero available balance)

This lookup contains the values in the IncludeInLotBalance Enumeration Class.

Item

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	Inq - Item
	Inq - Item
nopanel	true

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
nopanel	true

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
nopanel	true

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
nopanel	true

The lookup contains a list of all Item Classes.

Lot Owner

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	Inq - Lot Owner
	Inq - Lot Owner
nopanel	true

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

Insert excerpt

	Def - Owner
	Def - Owner
nopanel	true

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 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]
Site: [SIte ID] or [Site Name]
WLot: [Warehouse Lot]

Order Summary Tab

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 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.

Insert excerpt

	Def - Item ID
	Def - Item ID
nopanel	true

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 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 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
nopanel	true

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 edited from the 'Site' field on the 'Shipments' tab of the Sales Order Record View.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

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 unit quantity allocated 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 "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

Insert excerpt

	UOM - Units
	UOM - Units
nopanel	true

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.".

Insert excerpt

	Def - UOM
	Def - UOM
nopanel	true

Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK

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 quantity allocated 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 "Approved.".

Database Field: ERPx_SOOrderHeader.AllocatedWeight

Weight UOM

Insert excerpt

	UOM - Weight
	UOM - Weight
nopanel	true

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.".

Insert excerpt

	Def - UOM
	Def - UOM
nopanel	true

Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK

Page Details

Toolbar Icons

Description

Add as New Item

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.

Add to Existing Item

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
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Excel

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	Excel - LV 3.0
	Excel - LV 3.0
nopanel	true

Go to Order

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	Go to Order - RV Header 3.0
	Go to Order - RV Header 3.0
nopanel	true

Group By Show/Hide

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	Group By Show/Hide - Global
	Group By Show/Hide - Global
nopanel	true

Help

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	Help - Global 3.0
	Help - Global 3.0
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More Actions

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

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
nopanel	true

Fields

Description

Actual Cost

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	Actual Cost
	Actual Cost
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This field is never editable.

Insert excerpt

	Def - Cost - Actual
	Def - Cost - Actual
nopanel	true

Database Field: ERPx_IMLotCostHistory.Cost, ERPx_IMLotBalance.ActualCost

Batch Date

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	Batch Date
	Batch Date
nopanel	true

This defaults to the date the batch was created. This can be edited from the 'Batch Date' field on the Properties tab of the Production Batch record view.

Database Field: ERPx_IMProductionLot.DateProduced

Batch Site ID

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	Batch Site
	Batch Site
nopanel	true

This value defaults from the 'Site' selected on the Inventory transaction that created the Production Batch. This can be edited from the 'Production Batch Site' field on the Properties tab of the Production Batch record view.

Database Field: ERPx_IMProductionLot.ManufactureSiteSK

Cost UOM

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	UOM - Cost
	UOM - Cost
nopanel	true

Database Field: ERPx_IMItem.CostUOMSK

Country of Origin

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	Country of Origin
	Country of Origin
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This is a non-editable text box that is not required. It defaults from the '

Sales Order Unit UOM

Country of Origin' field on the 'Properties' tab of the

Item

Production Batch Record View.

It

This field is never editable.
Days Old	Displays the calculated age (in days) of the Production Batch. It is calculated as the (Current Date) - [Batch Date]. This can be edited

from

by changing the '

Units UOM

Batch Date' field on the

Items grid on the Sales Order Record View while the status of the transaction is less than Shipped.
Insert excerptDef - UOMDef - UOM

Properties tab of the Production Batch record view. This is not stored in the database.

Days Until Expiration

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	Days Until Expiration
	Days Until Expiration
nopanel	true

Expiration Date

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	Batch Expiration Date
	Batch Expiration Date
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Database

Fields: ERPx_IMUOM.UOMName,

Field: ERPx_

SOOrderItem

IMProductionLot.

UnitUOMSKWeight UOM Insert excerptUOM - WeightUOM - Weight

ExpirationDate

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 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 Approved.

Database Field: ERPx_SOOrderHeader.AllocatedWeight

Is Lot Expired

Identifies if a Lot is expired.

This will display as "Yes" For Lots with a 'Batch Expiration Date' that is <= the current date.
This will display as blank for Lots without a 'Batch Expiration Date' or for Lots with a 'Batch Expiration Date' that is >= the current date.

Item: Description

Insert excerpt

	Item ID & Item Description
	Item ID & Item Description
nopanel	true

This is a non-editable text box that is required.

It defaults

This comes from and can be edited from the '

Sales Order Weight UOM'

Item Description' 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.

record view.

Database Field: ERPx_IMItem.ItemID:ItemDescription

Market Cost

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	Market Cost
	Market Cost
nopanel	true

Insert excerpt

	Def -

UOM

Cost - Market
	Def -

UOM

Cost - Market
nopanel	true

Database

Fields

Field:

ERPx_

IMUOM

IMLotCostHistory.

UOMName

MarketCost,

ERPx

ERPx_

SOOrderItem

IMLotBalance.

WeightUOMSK

MarketCost

Page Details

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.

lot tracked items based on' preference is set to "Available Only" or "Available and On Hand".Weight AllocatedWeight Allocated 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.

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".

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 inventory lot Production Batch Properties tab of the Production Batch record view. Production Batch Production Batch ERPxIMProductionLotProductionLotIDItem ID & Item Description This non-editable text box required. This comes from and can be edited from the 'Item Description' field on the Properties tab of the Item record view. Item ID Item ID

Database Field: ERPx_IMItem.ItemID:ItemDescription

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.
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.

Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK

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 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

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.

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

only if the item is or field 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.
Database Field: ERPx_IMWarehouseLot.WarehouseLotID

Toolbar Icons

Description

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 - Global

nopanel

true

Excel

Insert excerpt

Excel - LV 3.0

nopanel

true

Group By Show/Hide

Insert excerpt

Group By Show/Hide - Global

nopanel

true

Help

Insert excerpt

Help - Global 3.0

nopanel

true

Quick Column Filter

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Quick Column Filter

nopanel

true

Refresh

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Refresh - Global 3.0

nopanel

true

Saved Layouts

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Column Layouts for Framework 3.0 - Global

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true

Search Options

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Search Options - Inquiry Grid 3.0

nopanel

true

View

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View - Options 3.0

nopanel

true

Fields

Description

Alloc Owner

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	Owner - Inventory Lot
	Owner - Inventory Lot
nopanel	true

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.

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	Def - Owner
	Def - Owner
nopanel	true

Insert excerpt

	Def - Inventory Lot
	Def - Inventory Lot
nopanel	true

Database Field: ERPx_IMLotOwner.OwnerName

Production Batch

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	Production Batch
	Production Batch
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This value defaults from the 'Production Batch' value specified on the Inventory transaction that created the Production Batch. This can be edited from the 'Production Batch' field on the Properties tab of the Production Batch record view. If the inventory lot is committed and the item is not lot tracked, this value will display as "Item Tracked". If the inventory lot is committed and the item is not tracked, this value will display as "Commitments".

Insert excerpt

	Def - Production Batch
	Def - Production Batch
nopanel	true

Insert excerpt

	Def - Inventory Lot
	Def - Inventory Lot
nopanel	true

Database Field: ERPx_IMProductionLot.ProductionLotID

Received From

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	Received From (Production Batch)
	Received From (Production Batch)
nopanel	true

This field defaults as blank. This can be edited from the 'Received From' tab of the Production Batch Record View.

Site ID

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	Site ID
	Site ID
nopanel	true

This defaults 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.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

Database Fields: ERPx_MFSite.SiteID, ERPx_SOOrderHeader.SiteSK

Site Name

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	Site
	Site
nopanel	true

This field defaults 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 field is not editable after the transaction has been Saved.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

Database Fields: ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK

Standard Cost

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	Standard Cost
	Standard Cost
nopanel	true

Insert excerpt

	Def - Cost - Standard
	Def - Cost - Standard
nopanel	true

Database Field: ERPx_IMLotCostHistory.StandardCost, ERPx_IMLotBalance.StandardCost

Units

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	Units - Allocated
	Units - Allocated
nopanel	true

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.
Insert excerpt
Def - Units- Inventory Calculations
Def - Units- Inventory Calculations
nopanel true

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

Alloc Weight

lot tracked items based on' preference is set to "Available Only" or "Available and On Hand".

Units - Avail.

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	Units - Available
	Units - Available
nopanel	true

This can be edited when units for an item on an inventory transaction has been entered or units for an item on a sales order have been committed or allocated. The Available Units balance is calculated as [On Hand Units] - [On Hold] - [Committed] - [Allocated] + any balances from open transactions. This is a calculated field and not stored in the database.

Units - On Hand

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	Units -

On Hand

	Units -

On Hand
nopanel	true

This

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Def - Weight - Inventory Calculations

nopanel

true

Batch

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Production Batch

nopanel

true

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.

Note: For companies that want unposted Sales Orders to update the On Hand balances as soon as they are marked as Shipped, they can set the "Include Shipped & Approved Sales Orders in On Hand balances" Inventory Preference to "Yes".

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 is required for items managed by 'Units Only' or 'Units and Weight'. This 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

UOM Schedule

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	UOM - Schedule
	UOM - Schedule
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This field comes from and can be edited from the 'UOM Schedule' property on the 'Properties' tab of the Item record view.

Database Field: ERPX_IMItem.UOMScheduleSK

Warehouse Lot

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	Warehouse Lot
	Warehouse Lot
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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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	Def -

Inventory Lot
	Def -

Inventory Lot
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Database Field:

ERPx_

IMWarehouseLot.

WarehouseLotID

ItemWeight

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Item ID & Item Description

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 -

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true

Owner

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Owner - Inventory Lot

Units

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Units - Available

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true

Units UOM

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UOM - Units

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true

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Def - UOM

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true

Weight

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Weight - Available

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true

Weight - Inventory Calculations
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Def - Owner

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true

Site

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Def - Site

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true

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".

Weight - Avail.

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	Weight - Available
	Weight - Available
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This can be edited when weight for an item on an inventory transaction has been entered or weight for an item on a sales order have been committed or allocated. The Available Weight balance is calculated as [On Hand Weight] - [On Hold] - [Committed] - [Allocated] + any balances from open transactions.This is a calculated field and not stored in the database.

Weight - On Hand

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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.

Note: For companies that want unposted Sales Orders to update the On Hand balances as soon as they are marked as Shipped, they can set the "Include Shipped & Approved Sales Orders in On Hand balances" Inventory Preference to "Yes".

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

for items managed by 'Weight Only' or 'Units

and Weight'.This

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

nopanel

true

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Def - Warehouse Lot

nopanel

true

Versions Compared

Old Version 31

New Version 32

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Order Summary Tab

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Versions Compared

Old Version 31

New Version 32

Key

Page Header

Filters Tab - Search

Order Summary Tab

Page Header

Filters Tab - Search

Order Summary Tab

Page Details

Page Details

Related Topics