The Update Costs inquiry is used to review Item and/or Lot costsThe Update Costs inquiry is used to review Item and/or Lot costs. From here users can updated costs and drill down to cost history.

This inquiry also contains columns for each Attribute that is set up for the 'Items' attribute type and the 'Production Batches' attribute type. Additionally, this inquiry also contains columns for each Lot Certification with a certification 'Type' of "Item & Site". Item attributes, Production Batch attributes and Lot Certifications are not automatically included in the default view. Because these attributes and lot certifications are user defined, they are not included in the help documentation.

Software Version: 2022.06.16 and newer

...

Search Options

Description

Auto Hide Filters

Insert excerpt

	Auto Hide Filters
	Auto Hide Filters
nopanel	true

Auto Refresh on Open

Insert excerpt

	Auto Refresh on Open
	Auto Refresh on Open
nopanel	true

Item

Insert excerpt

	Inq - Item
	Inq - Item
nopanel	true

This is a multi-select lookup that defaults to blank (All) and is not required. Selecting nothing assumes you want all records returned.

Insert excerpt

	Def - Item ID
	Def - Item ID
nopanel	true

The lookup contains a list of all Items in the Items master file.

Lot Owner

Insert excerpt

	Inq - Lot Owner
	Inq - Lot Owner
nopanel	true

This is a multi-select lookup that defaults to blank (All) and is not required. Selecting nothing assumes you want all records returned.

Insert excerpt

	Def - Owner
	Def - Owner
nopanel	true

The lookup contains a list of all Lot Owners.

Saved Searches

Insert excerpt

	Search Options for Framework 3.0 - Global
	Search Options for Framework 3.0 - Global
nopanel	true

Search

Insert excerpt

	Search - Search Options
	Search - Search Options
nopanel	true

Attr: [Attribute Value]
Item: [Item ID] or [Item Description]
Owner: [Lot Owner]
Batch: [Production Batch]
Site: [Site ID] or [Site Name]
WLot: [Warehouse Lot]

Site

Insert excerpt

	Inq - Site
	Inq - Site
nopanel	true

This is a multi-select lookup that defaults to blank (All) and is not required. Selecting nothing assumes you want all records returned.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

The lookup contains a list of all active Sites.

Page Detail

: ERPx_IMItem.ValuationMethodENIdentifies blank field is not editable. The Item Description' property on the ' ERPh_IMTransactionDetail.ItemSK

Toolbar Icons

Description

Column Filter Show/Hide

Insert excerpt

	Column Filter Show/Hide - Global
	Column Filter Show/Hide - Global
nopanel	true

Excel

Insert excerpt

	Excel - LV 3.0
	Excel - LV 3.0
nopanel	true

Favorites

Insert excerpt

	Favorites Add/Remove - Global
	Favorites Add/Remove - Global
nopanel	true

Group By Show/Hide

Insert excerpt

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

Help

Insert excerpt

	Help - Global 3.0
	Help - Global 3.0
nopanel	true

Mass Update

Insert excerpt

	Mass Update - Global 3.0
	Mass Update - Global 3.0
nopanel	true

Add Cost Layers
- Effective Date:
- Actual Cost:
- Market Cost:
- Standard Cost:
- Reason Code:
Set Base Costs
- Update Method:
- Actual Cost:
- Market Cost:
- Standard Cost:
- Reason Code:
Update Costs from Other Costs
- Effective Date:
- Source Cost:
- Destination Cost:
- Cost Update Method:
- Amount:
Post Costs to GL
- Post Costs Through Date:
- Post Costs to GL:
- Update PO Receipts Costs:

More Actions

Insert excerpt

	More Actions - Global 3.0
	More Actions - Global 3.0
nopanel	true

IQ: Cost History: opens the cost history for the selected record.
IQ: Lot History: opens the Lot History for the selected record.

——————————————

Update Costs from BOM: opens the Update Costs from BOM page

Quick Column Filter

Insert excerpt

	Quick Column Filter
	Quick Column Filter
nopanel	true

Refresh

Insert excerpt

	Refresh - Global 3.0
	Refresh - Global 3.0
nopanel	true

Saved Layouts

Insert excerpt

	Column Layouts for Framework 3.0 - Global
	Column Layouts for Framework 3.0 - Global
nopanel	true

Search Options

Insert excerpt

	Search Options - Inquiry Grid 3.0
	Search Options - Inquiry Grid 3.0
nopanel	true

Fields

Description

Checkbox

Insert excerpt

	Checkbox
	Checkbox
nopanel	true

Actual Cost - Base

Insert excerpt

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

This is a calculated field that can only be edited by adding/editing an 'Actual Base Cost'.

Database Fields: ERPx_IMLotCostHistory.Cost where ERPx_IMLotCostHistory.LotCostTypeEN = 3

Actual Cost - Layers

Insert excerpt

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

This is a calculated field that can only be edited by adding/editing an 'Actual Cost Layer'.

Database Fields: ERPx_IMLotCostHistory.Cost where ERPx_IMLotCostHistory.LotCostTypeEN = 2

Actual Cost Rate

Insert excerpt

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

This is a calculated field that can only be edited by adding/editing an 'Actula Cost Layer' or adding/updating an 'Actual Base Cost'.

Database Field: ERPx_IMLotCostHistory.Cost

Base Source

Identifies whether the Base cost was assigned manually, from a transaction, or from a Bill of Material.

Batch Comment

Insert excerpt

	Batch Comment
	Batch Comment
nopanel	true

This is not required and is always editable from the 'Batch Comment' field on the Properties tab of the Production Batch record view.

Database Field: ERPx_IMProductionLot.LotComment

Batch Date

Insert excerpt

	Batch Date
	Batch Date
nopanel	true

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

Insert excerpt

	Batch Site
	Batch Site
nopanel	true

This is required and is always editable from the 'Batch Site ID' field on the Properties tab of the Production Batch Record View.

Database Fields: ERPx_MFSite.SiteID, ERPx_MFSite.SiteName, ERPx_IMProductionLot.ManufactureSiteSK

BOM ID

Displays the BOM ID of the Bill of Material record. Clicking on the link opens the corresponding Bill of Materials Record View. This field is only populated if the lot costs have been retrieved from a BOM record. This is not editable.

Database Fields: ERPx_MPBOM.BOMID, ERPx_IMProductionLot.BaseCostBOMSK

Born on Date

Identifies the date that a new Lot record was born. This is not used for product aging but just a way to know when the Lot was created. For example, if a Transfer transaction was physically received on 3/24, and it resulted in one or more new Inventory Lot s, those new Lot's 'Born on Date' would be 3/21 even if they had different Production 'Batch Dates'.

Cost Group Description

Insert excerpt

	Cost Group ID
	Cost Group ID
nopanel	true

This is not required and can be edited from the 'Cost Group' property on the 'Properties' tab of the Item Record View.

Insert excerpt

	Def - Cost Group
	Def - Cost Group
nopanel	true

Database Field: ERPx_IMCostGroup.CostGroupID, ERPx_IMCostGroup.CostGroupDescription, ERPx_IMItem.CostGroupSK

Cost UOM

Insert excerpt

	UOM - Cost
	UOM - Cost
nopanel	true

This is required for Costing and can be edited from the 'Cost UOM' property on the 'Advanced Properties' tab of the Item Record View.

Insert excerpt

	Def - UOM
	Def - UOM
nopanel	true

Database Fields: ERPx_IMItem.CostUOMSK

Costing Method

Identifies how the cost of the item is determined for posting to the General Ledger. valued. This is a required and can be edited from the 'Costing Method' property on the 'Advanced Properties' tab of the Item Record View.

Database Fields

Costing Status

Displays whether the layer costing is Open or Closed. : ERPx_IMItem.ValuationMethodEN

Costing Status

Displays whether cost changes can be made to the Lot. If the Costing Status is "Open" then cost changes can be made. If the Costing Status is "Closed" then cost changes cannot be made to the Lot.

This can be edited from the 'Layer Costing Status' property on the Mass Update dialog box launched from the Lot Balances List View.

Database Fields: ERPx_IMLotBalance.LayerCostingStatusEN

Country of Origin

Insert excerpt

	Country of Origin
	Country of Origin
nopanel	true

This can be edited from the 'Country of Origin' field on the 'Properties' tab of the Production Batch Record View.

Database Field: ERPx_IMProductionLot.CountryOfOrigin

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 by changing the 'Batch Date' field on the Properties tab of the Production Batch record view. This is not stored in the database.

This is a calculated field that is not stored in the database.

Days Until Expiration

Insert excerpt

	Days Until Expiration
	Days Until Expiration
nopanel	true

This is a calculated field that is not stored in the database.

Expiration Date

Insert excerpt

	Batch Expiration Date
	Batch Expiration Date
nopanel	true

This is editable from the Production Batch Record View.

Database Field: ERPx_IMProductionLot.ExpirationDate

Inventory Balance Sheet Account

Insert excerpt

	GL Account - Inventory Balance Sheet
	GL Account - Inventory Balance Sheet
nopanel	true

This can be edited from the 'Inventory Balance Sheet' field on the 'GL Accounts' tab of the Item Record View.

Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.InventoryActSK

Is Lot Expired

A Yes/No field to identify 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

"No" for Lots without a 'Batch Expiration Date' or for Lots with a 'Batch Expiration Date' that is >= the current date.

This is a calculated field that is not stored in the database.

Item: Description

Insert excerpt

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

The 'Item ID'

and/or the 'Item Description' can be edited from the '

Properties' tab of the Item Record View.

Insert excerpt

	Def - Item ID
	Def - Item ID
nopanel	true

Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription,

ERPh_IMTransactionDetail.ItemSK

Last Effective Cost Change

Insert excerpt

	Def - Last Effective Cost Change
	Def - Last Effective Cost Change
nopanel	true

This can only be changed by adding an initial Base Cost or adding/removing a Cost Layer.

Market Cost - Base

Insert excerpt

	Def - Cost - Market Base
	Def - Cost - Market Base
nopanel	true

This is a calculated field that can only be edited by adding/editing a 'Market Base Cost'.

Database Fields: ERPx_IMLotCostHistory.MarketCost where ERPx_IMLotCostHistory.LotCostTypeEN = 3

Market Cost - Layers

Insert excerpt

	Def - Cost - Market Layers
	Def - Cost - Market Layers
nopanel	true

This is a calculated field that can only be edited by adding/editing a 'Market Cost Layer'.

Database Fields: ERPx_IMLotCostHistory.MarketCost where ERPx_IMLotCostHistory.LotCostTypeEN = 2

Market Cost Rate

Insert excerpt

	Def - Cost Rate - Market
	Def - Cost Rate - Market
nopanel	true

This is a calculated field that can only be edited by adding/editing a 'Market Cost Layer' or adding/updating a 'Market Base Cost'.

Owner

Insert excerpt

	Owner - Inventory Lot
	Owner - Inventory Lot
nopanel	true

This cannot be edited, ownership for an existing Lot can only be changed via a Transfer Transaction.

Insert excerpt

	Def - Owner
	Def - Owner
nopanel	true

Database Field: ERPx_IMLotOwner.OwnerName

Production Batch

Insert excerpt

	Production Batch
	Production Batch
nopanel	true

This can be edited from the 'Production Batch' field on the Properties tab of the Production Batch Record View.

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

Identifies the name of the Vendor, Fisherman, or Grower that the product was received from. If there is only one 'Received From' identified on the Production Batch, the name will be displayed. If there is more than one 'Received from' identified on the Production Batch, the word "Multiple" will be displayed. This can be edited from the 'Rec. From' header field on the Inventory Receipt record view before the transaction is posted or from the Production Batch Record View at any time.

Database Field: ERPh_IMTransactionHeader.ReceivedFrom

Site ID

Displays the Site ID for the Site where the inventory balances are stored. This is always editable from the Sites Record View.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

Database Fields: ERPx_MFSite.SiteID, ERPx_MFSite.SiteID, ERPh_IMTransactionHeader.SiteSK

Site Name

Displays the Site Name for the Site where the inventory balances are stored. This is always editable from the Sites Record View.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

Database Fields: ERPx_MFSite.SiteName, ERPx_IMLotBalance.SiteSK

Standard Cost - Base

Insert excerpt

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

This is a calculated field that can only be edited by adding/editing a 'Standard Base Cost'.

Database Fields: ERPx_IMLotCostHistory.StandardCost where ERPx_IMLotCostHistory.LotCostTypeEN = 3

Standard Cost - Layers

Insert excerpt

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

This is a calculated field that can only be edited by adding/editing a 'Standard Cost Layer'.

Database Fields: ERPx_IMLotCostHistory.StandardCost where ERPx_IMLotCostHistory.LotCostTypeEN = 2

Standard Cost Rate

Insert excerpt

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

This is a calculated field that is not stored in the database. It can only be edited by adding/editing a 'Standard Cost Layer' or adding/updating a '

Storage Begin Date

Insert excerpt

	Def - Storage Begin Date
	Def - Storage Begin Date
nopanel	true

This can only be edited on the Warehouse Lot List View.

Database Fields: ERPx_IMWarehouseLot.DtorageRenewalDate

Storage Renewal Day

Insert excerpt

	Def - Storage Renewal Day
	Def - Storage Renewal Day
nopanel	true

This can only be edited by editing the 'Storage Begin Date' on the Warehouse Lot List View

Database Fields: ERPx_IMWarehouseLot.DtorageRenewalDay

UOM Schedule

Insert excerpt

	UOM - Schedule
	UOM - Schedule
nopanel	true

This field comes from the 'UOM Schedule' property on the 'Properties' tab of the Item Record View and is not editable from here.

Database Fields: ERPx_IMItem.UOMScheduleSK, ERPh_IMTransactionDetail.ItemSK

Warehouse Lot

Insert excerpt

	Warehouse Lot
	Warehouse Lot
nopanel	true

This is not editable from the inquiry.

Insert excerpt

	Def - Warehouse Lot
	Def - Warehouse Lot
nopanel	true

Insert excerpt

	Def - Inventory Lot
	Def - Inventory Lot
nopanel	true

Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK

...

Version	Old Version 1	New Version 2
Changes made by	Tom Williams	Tom Williams
Saved on	Jul 06, 2022	Jul 07, 2022

Versions Compared

Key

Page Detail

Page Comparison

Versions Compared

Key

Page Detail