The 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
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The 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, 'Production Batches' attribute type, and the 'Warehouse Lots' attribute type. Additionally, this inquiry also contains columns for each Lot Certification with a certification 'Type' of "Item & Site". 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: 2024.12.16 and newer
Search
Search Options | Description |
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Auto Hide Filters | Insert excerpt |
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| Auto Hide Filters |
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nopanel | true |
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Auto Refresh on Open | Insert excerpt |
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| Auto Refresh on Open |
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nopanel | true |
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GL Period Activity | Used to limit the list of Lots that are returned in the inquiry, to only those that had either a beginning balance or activity within the GL Period specified. If entered, this must be the format of [GL Period]-[GL Year] (e.g., 05-2022). |
Include | Provided a way to limit the list of Lots that are returned. The lookup contains the following values: |
Item | Insert excerpt |
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| Inq - Item |
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| Inq - Item |
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nopanel | true |
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| 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 |
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| Def - Item ID |
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| Def - Item ID |
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nopanel | true |
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The lookup contains a list of all Items in the Items master file. |
Lot Owner | Insert excerpt |
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| Inq - Lot Owner |
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| Inq - Lot Owner |
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nopanel | true |
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| 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 |
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| Def - Owner |
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| Def - Owner |
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nopanel | true |
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The lookup contains a list of all Lot Owners. |
Saved Searches | Insert excerpt |
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| Search Options for Framework 3.0 - Global |
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| Search Options for Framework 3.0 - Global |
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nopanel | true |
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Search | Insert excerpt |
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| Search - Search Options |
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| Search - Search Options |
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nopanel | true |
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| Attr: [Attribute Value]
Item: [Item ID] or [Item Description]
Owner: [Lot Owner] Batch: [Production Batch] Site: [Site ID] or [Site Name]
WLot: [Warehouse Lot]
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Site | Insert excerpt |
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| Inq - Site |
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| Inq - Site |
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nopanel | true |
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| This is a multi-select lookup that defaults to blank (All) |
and is and is not required. Selecting nothing assumes you |
want all records returned.want all records returned.
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| Def - Site |
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| Def - Site |
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nopanel | true |
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The lookup contains a list of all active Sites. |
Page Detail
Def - Item IDToolbar Icons | Description |
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Column Filter Show/Hide | Insert excerpt |
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| Column Filter Show/Hide - Global |
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| Column Filter Show/Hide - Global |
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nopanel | true |
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Excel | |
Def - Item ID | Lot OwnerExcel - LV 3.0 | | Excel - LV 3.0 |
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nopanel | true |
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The lookup contains a list of all Items in the Items master file.
Inq - Lot OwnerInq - Lot Owner | Favorites Add/Remove - Global | | Favorites Add/Remove - Global |
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nopanel | true |
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This is a multi-select lookup that defaults to blank (All) and is not required. Selecting nothing assumes you want all records returned.Def - OwnerDef - Owner | Saved Searches | Group By Show/Hide - Global | | Group By Show/Hide - Global |
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nopanel | true |
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The lookup contains a list of all Lot Owners.
Search Options for Framework | Help - Global 3.0 |
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| Help - Global |
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Search Options for Framework - GlobalSearchSearch - Search OptionsSearch - Search Options | Toolbar Icons | Description |
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Column Filter Show/Hide | Insert excerpt |
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Column Filter Show/Hide - Global | Column Filter Show/Hide - Global | nopanel | true |
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Excel | Insert excerpt |
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Excel - LV 3.0 | Excel - LV 3.0 | nopanel | true |
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Favorites | Insert excerpt |
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Favorites Add/Remove - Global | Favorites Add/Remove - Global | nopanel | true |
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Group By Show/Hide | Insert excerpt |
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Group By Show/Hide - Global | Group By Show/Hide - Global | nopanel | true |
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Help | Insert excerpt |
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Help - Global 3.0 | Help Mass Update - Global 3.0 | | Mass Update - Global 3.0 |
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nopanel | true |
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- 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 |
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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 |
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Def - Site | Def - Site | nopanel | true |
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The lookup contains a list of all active Sites.
Page Detail
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More Actions | Insert excerpt |
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| More Actions - Global 3.0 |
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| More Actions - Global 3.0 |
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nopanel | true |
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| IQ: Cost History: opens the cost history for the selected record. IQ: Item History: opens the Item History for the selected record. IQ: Lot History: opens the Lot History for the selected record. LV: Warehouse Lot RV: Production Batch
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Quick Column Filter | Insert excerpt |
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| Quick Column Filter |
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| Quick Column Filter |
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nopanel | true |
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Refresh | Insert excerpt |
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| Refresh - Global 3.0 |
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| Refresh - Global 3.0 |
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nopanel | true |
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Mass UpdateMass Update - Global | Column Layouts for Framework 3.0 |
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Mass Update - Global | | Column Layouts for Framework 3.0 - Global |
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nopanel | true |
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- 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 |
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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.
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- Update Costs from BOM: opens the Update Costs from BOM page
Quick Column Filter | Insert excerpt |
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Quick Column Filter | Quick Column Filter | nopanel | true |
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Refresh | Insert excerpt |
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Refresh - Global 3.0 | Refresh - Global 3.0 | nopanel | true |
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Saved Layouts | Insert excerpt |
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Column Layouts for Framework 3.0 - Global | Column Layouts for Framework 3.0 - Global | nopanel | true |
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Search Options | Insert excerpt |
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Search Options - Inquiry Grid 3.0 | Search Options - Inquiry Grid 3.0 | nopanel | true |
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Fields | Description |
Checkbox | Insert excerpt |
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Checkbox | Checkbox | nopanel | true |
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Actual Cost - Base | Insert excerpt |
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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'.Actual Cost - Layers | Insert excerpt |
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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'.Actual Cost Rate | Insert excerpt |
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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 |
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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 |
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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 |
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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 Lots, those new Lot's 'Born on Date' would be 3/21 even if they had different Production 'Batch Dates'. |
Cost Group Description | Insert excerpt |
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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 |
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Def - Cost Group | Def - Cost Group | nopanel | true |
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Database Field: ERPx_IMCostGroup.CostGroupID, ERPx_IMCostGroup.CostGroupDescription, ERPx_IMItem.CostGroupSK
Cost UOM | Insert excerpt |
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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 |
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Def - UOM | Def - UOM | nopanel | true |
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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 PropertiesSearch Options | Insert excerpt |
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| Search Options - Inquiry Grid 3.0 |
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| Search Options - Inquiry Grid 3.0 |
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nopanel | true |
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Fields | Description |
Checkbox | Insert excerpt |
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| Checkbox |
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| Checkbox |
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nopanel | true |
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Actual Cost - Base | Insert excerpt |
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| Def - Cost - Actual Base |
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| Def - Cost - Actual Base |
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nopanel | true |
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| 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 |
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| Def - Cost - Actual Layers |
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| Def - Cost - Actual Layers |
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nopanel | true |
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| 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 |
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| Def - Cost Rate - Actual |
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| Def - Cost Rate - Actual |
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nopanel | true |
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| This is a calculated field that can only be edited by adding/editing an 'Actula Cost Layer' or adding/updating an 'Actual Base Cost'. |
Base Source | Identifies whether the Base cost was assigned manually, from a transaction, or from a Bill of Material. What data field stores this value and how is it set? |
Batch Comment | Insert excerpt |
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| Batch Comment |
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| Batch Comment |
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nopanel | true |
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| 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 |
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| Def - Batch Date |
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| Def - Batch Date |
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nopanel | true |
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| 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 |
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| Batch Site |
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| Batch Site |
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nopanel | true |
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| 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 | Insert excerpt |
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| Def - Born on Date |
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| Def - Born on Date |
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nopanel | true |
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| This is a system assigned value that is not editable.Database Field: ERPx_IMLotBalance.BornOnDate |
Cost Group Description | Insert excerpt |
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| Cost Group Description |
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| Cost Group Description |
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nopanel | true |
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| This is not required and can be edited from the 'Cost Group' property on the 'Properties' tab of the Item Record View. Insert excerpt |
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| Def - Cost Group |
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| Def - Cost Group |
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nopanel | true |
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Database Field: ERPx_IMCostGroup.CostGroupID, ERPx_IMCostGroup.CostGroupDescription, ERPx_IMItem.CostGroupSK |
Cost UOM | Insert excerpt |
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| UOM - Cost |
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| UOM - Cost |
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nopanel | true |
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| 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 |
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| Def - UOM |
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| Def - UOM |
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nopanel | true |
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Database Fields: ERPx_IMItem.CostUOMSK |
Costing Method | Identifies which cost bucket is used to post to the General Ledger. 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: ERPx_IMItem.ValuationMethodEN |
Costing Status | Insert excerpt |
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| Def - Lot Costing Status |
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| Def - Lot Costing Status |
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nopanel | true |
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| This can be edited from the 'Costing Status' property on the Mass Update dialog. Database Fields: ERPx_IMLotBalance.LayerCostingStatusEN |
Country of Origin | Insert excerpt |
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| Country of Origin |
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| Country of Origin |
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nopanel | true |
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| 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 |
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| Days Until Expiration |
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| Days Until Expiration |
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nopanel | true |
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| This is a calculated field that is not stored in the database. |
Expiration Date | Insert excerpt |
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| Batch Expiration Date |
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| Batch Expiration Date |
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nopanel | true |
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| This is editable from the Production Batch Record View.Database Field: ERPx_IMProductionLot.ExpirationDate |
Inventory Balance Sheet Account | Insert excerpt |
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| GL Account - Inventory Balance Sheet |
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| GL Account - Inventory Balance Sheet |
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nopanel | true |
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| 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. |
ValuationMethodENCosting Status | Displays whether the layer costing is Open or Closed. 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 |
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Country of Origin | Country of Origin | nopanel | true |
This can be edited from the 'Country of Origin' field on 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 |
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| Item ID & Item Description |
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| Item ID & Item Description |
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nopanel | true |
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| The 'Item ID' and/or the 'Item Description' can be edited from the 'Properties' tab of the |
Production Batch Database Field Insert excerpt |
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| Def - Item ID |
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| Def - Item ID |
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nopanel | true |
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Database Fields: ERPx_ |
IMProductionLot.CountryOfOriginDays 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 ExpirationDays Until ExpirationIMItem.ItemID, ERPx_IMItem.ItemDescription, ERPh_IMTransactionDetail.ItemSK |
Item Class ID | |
Days Until Expiration | Def - Item Class | | Def - Item Class |
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nopanel | true |
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Expiration DateBatch Expiration Date Database Fields: ERPx_IMItemClass.ID, ERPx_IMItem.ItemClassSk |
Last Effective Actual Cost Change | |
Batch Expiration Date | Inventory Balance Sheet AccountDef - Last Effective Actual Cost Change | | Def - Last Effective Actual Cost Change |
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nopanel | true |
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Database Field: ERPx_IMProductionLot.ExpirationDate
GL Account - Inventory Balance Sheet This can only be changed by adding an Actual Cost or adding/removing an Actual Cost Layer. |
Last Effective Market Cost Change | |
GL Account - Inventory Balance Sheet | Def - Last Effective Market Cost Change | | Def - Last Effective Market Cost Change |
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nopanel | true |
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This 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 | 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.
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Item: Description | Insert excerpt |
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Item ID & Item Description | Item ID & Item Description | nopanel | true |
The 'Item ID' field is not editable. The Item Description can be edited from the 'Item Description' property on the 'Properties' tab of the Item Record View.
Insert excerpt |
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Def - Item ID | Def - Item ID | nopanel | true |
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Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPh_IMTransactionDetail.ItemSK
Last Effective Cost Change | Market Cost - Baseonly be changed by adding a Market Cost or adding/removing a Market Cost Layer. |
LotSK | Identified the SK value of the Lot that is stored in the Database. This is for information only; it is not editable. Database Fields: ERPx_IMLotBalance.LotSK |
Lot Status | Insert excerpt |
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| Def - Lot Status |
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| Def - Lot Status |
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nopanel | true |
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Database Fields: ERPx_IMLotBalance.LotStatusEN |
Market Cost - Base | Insert excerpt |
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| Def - Cost - Market Base |
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| Def - Cost - Market Base |
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nopanel | true |
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| 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 |
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| Def - Cost - Market Layers |
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| Def - Cost - Market Layers |
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nopanel | true |
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| 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 | |
Base Basetrue | This is a calculated field that can only be edited by adding/editing a 'Market Cost Layer' or adding/updating a 'Market Base Cost'. |
On Hand As Of | Identifies the date that the On Hand Balances are being displayed as of. This column is only populated when the inquiry is run with a value in the "GL Period Activity" Search Option Parameter, and it will be the ending date of the GL Period Specified. This is a calculated field that |
can only be edited by adding/editing a 'Market Base Cost'.Market Cost - LayersDef - Cost - Market Layersis not stored in the database. |
On Hand Units | |
Def - Cost - Market Layers | Units - On Hand | | Units - On Hand |
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nopanel | true |
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| This column is |
a calculated field that can only be edited by adding/editing a 'Market Cost Layer'.Market Cost RateDef - Cost Rate - Marketonly populated when the inquiry is run with a value in the "GL Period Activity" Search Option Parameter. If the item's 'Manage Items By' value is set to: "Units Only" or "Units and Weight", this field will be populated. "Weight Only", this field will be blank
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On Hand Weight | |
Def - Cost Rate - Market | Weight - On Hand | | Weight - On Hand |
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nopanel | true |
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| This column is only populated when the inquiry is run with a value in the "GL Period Activity" Search Option Parameter.If the item's 'Manage Items By' value is set to: "Units Only" or "Units and Weight", this field will be populated. "Weight Only", this field will be blank
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Owner | Insert excerpt |
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| Owner - Inventory Lot |
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| Owner - Inventory Lot |
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nopanel | true |
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| This cannot be edited, ownership for an existing Lot can only be changed via a Transfer Transaction. Insert excerpt |
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| Def - Owner |
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| Def - Owner |
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nopanel | true |
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Database Field: ERPx_IMLotOwner.OwnerName |
Production Batch | Insert excerpt |
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| Production Batch |
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| Production Batch |
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nopanel | true |
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This This can be edited from the 'Production Batch' field on the Properties tab of the Production Batch Record View.
Insert excerpt |
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| Def - Production Batch |
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| Def - Production Batch |
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nopanel | true |
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Insert excerpt |
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| Def - Inventory Lot |
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| Def - Inventory Lot |
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nopanel | true |
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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: |
ERPhIMTransactionHeaderIMReceivedFrom.ReceivedFrom, ERPx_IMProductionLot.ProductionLotSK, ERPx_IMLotBalance.LotSK |
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 |
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| Def - Site |
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| Def - Site |
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nopanel | true |
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Database Fields: ERPx_MFSite.SiteID, ERPx_MFSite.SiteID, |
ERPh 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 |
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| Def - Site |
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| Def - Site |
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nopanel | true |
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Database Fields: ERPx_MFSite.SiteName, ERPx_IMLotBalance.SiteSK |
Standard Cost - Base Cost - Standard Base Cost - Standard BaseStorage Begin Date | nopanel | true |
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| This |
is a calculated field that by adding/editing a 'Standard Base Cost'.Standard Cost - Layerson the Warehouse Lot List View. Database Fields: ERPx_IMWarehouseLot.DtorageRenewalDate |
Storage Renewal Day | |
Cost - Standard Layers Cost - Standard LayersStorage Renewal Day | nopanel | true |
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| This |
is a calculated field that adding/editing a 'Standard Cost Layer'.Standard Cost RateDef - Cost Rate - Standardediting the 'Storage Begin Date' on the Warehouse Lot List View Database Fields: ERPx_IMWarehouseLot.DtorageRenewalDay |
Unit UOM | |
Def - Cost Rate - Standard | Storage Begin DateUOM - Default IM Units | | UOM - Default IM Units |
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nopanel | true |
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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 '