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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.

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	Def - Inventory Lot
	Def - Inventory Lot
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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: 20222023.0711.01 30 and newer

Table of Contents

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Filters Tab - Search

Search Options

Description

Filter For

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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 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
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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 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.

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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 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
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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. 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 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

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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

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

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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

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Database Field: ERPx_IMLotCostHistory.StandardCost, ERPx_IMLotBalance.StandardCost

Toolbar Icons

Description

Add as New Item

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

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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Go to Order

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	Go to Order - RV Header 3.0
	Go to Order - RV Header 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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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
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Fields

Description

Actual Cost

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	Cost - Actual
	Cost - Actual
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This field is never editable.

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	Def - Cost - Actual
	Def - Cost - Actual
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Database Field: ERPx_IMLotCostHistory.Cost, ERPx_IMLotBalance.ActualCost

Batch Comment

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	Batch Comment
	Batch Comment
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This can be edited from the 'Batch Comment' field on the Properties tab of the Production Batch record view.

Database Field: ERPx_IMProductionLot.LotComment

Batch Date

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	Batch Date
	Batch Date
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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
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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
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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 'Country of Origin' field on the 'Properties' tab of the Production Batch Record View. 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 by changing the 'Batch Date' field on the 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
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Expiration Date

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	Batch Expiration Date
	Batch Expiration Date
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Database Field: ERPx_IMProductionLot.ExpirationDate

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

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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.

Database Field: ERPx_IMItem.ItemID:ItemDescription

Market Cost

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	Cost - Market
	Cost - Market
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	Def - Cost - Market
	Def - Cost - Market
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Database Field: ERPx_IMLotCostHistory.MarketCost, ERPx_IMLotBalance.MarketCost

Owner

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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.

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	Def - Owner
	Def - Owner
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	Def - Inventory Lot
	Def - Inventory Lot
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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".

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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

Received From

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	Received From (Production Batch)
	Received From (Production Batch)
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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
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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.

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	Def - Site
	Def - Site
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Database Fields: ERPx_MFSite.SiteID, ERPx_SOOrderHeader.SiteSK

Site Name

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	Site Name
	Site Name
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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.

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	Def - Site
	Def - Site
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Database Fields: ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK

Standard Cost

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Cost - Standard

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true

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Def - Cost - Standard

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true

Storage Begin Date

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	Def - Storage Begin Date
	Def - Storage Begin Date
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This field defaults from the 'Storage Begin Date' assigned to the corresponding Warehouse Lot. This can be edited from the Warehouse Lots list view, or the Receipt transaction record view via the Mass Update window.

Database Field: ERPx_IMWarehouseLot.StorageBeginDate

Storage Renewal Day

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	Def - Storage Renewal Day
	Def - Storage Renewal Day
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This field defaults from the 'Storage Renewal Day' assigned to the corresponding Warehouse Lot. This can be edited from the Warehouse Lots list view, or the Receipt transaction record view via the Mass Update window.

Database Field: ERPx_IMWarehouseLot.StorageRenewalDay

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".

Units - Avail.

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	Units - Available
	Units - Available
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This can be edited when units for an item on an inventory transaction has been entered or units for an item on a sales transaction have been committed, allocated or quoted. The Available Units balance is calculated as [On Hand Units] - [On Hold] - [Committed] - [Allocated] - [Quoted] + 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
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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.

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

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".

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 transaction have been committed, allocated or quoted. 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

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Versions Compared

Old Version 35

New Version 36

Key

Filters Tab - Search

Order Summary Tab