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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 is required to return results. It defaults from the 'Site' field on the 'Home' tab of the Sales Transaction Record View. This field will only display the Site name and ID that is assigned to the corresponding order. 

Database Fields: ERPx_MFSite.SiteName (SiteID), ERPx_MFAllocateSession.SiteSK

Displays the total allocated units and/or weight of the item. These are non-editable text boxes that are sometimes required. 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' fields 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' 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

Identifies 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 of the Sales Transaction Record View. 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 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 units 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 units/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.UnitUOMSK, ERPx_SOOrderItem.WeightUOMSK

View ... Transactions

Displays a count of the # of unique Production Batches within the Warehouse Lot.

If the 'Warehouse Lot' line being allocated, has any value > 1 in the '# Prod Batches' column, the Inventory Lots within the Production Batch will be auto allocated based on value in the "Auto Allocate by?" Sales Order Preference (Date Produced or Smallest Quantity).

Checking this check box auto-populates the 'Unallocated' 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.

Database Fields: ERPx_IMItem.ItemDescription, ERPx_SOOrderItem.OrderItemSK

Database Fields: ERPx_IMItem.ItemID, ERPx_SOOrderItem.OrderItemSK

Identifies the reason lot certification do not match the item's requested certification to provide additional information as to why allocations cannot be made. This is a non-editable text box that is not required. It defaults as blank. This field is never editable. This field is for information only and not stored in the database. This field may display the following:

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

If a lot exception exists, the row in the grid will be disabled.

Database Field: ERPx_IMWarehouseLot.StorageBeginDate

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

If the 'Stop over allocating for [lot tracked] or [non lot tracked] items based on' sales preference is set to "Available Only" or "Available and On Hand" and the 'Units' quantity is greater than the 'Available Units' field or the 'Weight' is greater than the 'Available Weight' field, then the message "Based upon the available quantities for the Warehouse Lot, auto allocation was unable to be completed and has resulted in an under allocation of product. Please change the Allocate By to Inventory Lot to complete the allocations." will be displayed on Save.

Database Field: ERPx_SOOrderItem.AllocatedUnits

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".

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

If the 'Stop over allocating for [lot tracked] or [non lot tracked] items based on' sales preference is set to "Available Only" or "Available and On Hand" and the 'Units' quantity is greater than the 'Available Units' field or the 'Weight' is greater than the 'Available Weight' field, then the message "Based upon the available quantities for the Warehouse Lot, auto allocation was unable to be completed and has resulted in an under allocation of product. Please change the Allocate By to Inventory Lot to complete the allocations." will be displayed on Save.

Database Field: ERPx_SOOrderItem.AllocatedWeight

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".