The purpose of this page is to allow users to search for, view and allocate existing inventory lots to sales order and sales quote transaction. Users have the option to add a new line item with allocations or allocate to an existing line item. The transaction's order summary of line items and their associated allocations may also be viewed from the 'Order Summary' tab as new items are added and allocated. Insert excerpt
Software Version: 2021.xx.xx and newer
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Filters Tab - Search
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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 Available Balance (a non zero positive or negative available balance) If there are 0 on hand units or 0 on hand weight, but available balances, we need to show those inventory lots when the 'Lots with Available Balance' option is selected in the Include Search Option. To see the correct returned results we can compare with the Lot Balance LV. Logged issue in NS-7630.
- 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 --We should reopen closed lots have have been allocated to. Logged issue in NS-7630.
This lookup contains the values in the IncludeInLotBalance Enumeration Class.
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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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- Attribute Values
- Item Description
- Item ID
- Lot Owner
- Production Batch
- Site ID
- Site Name
- Warehouse Lot
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The lookup contains a list of all active Sites.
Order Summary Tab
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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.
Insert excerpt Def - Inventory Lot Def - Inventory Lot nopanel true
This page contains columns for each attribute setup for the 'Items' attribute type, 'Production Batches' attribute type and the 'Warehouse Lots' attribute type. 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 to a saved column layout. Attributes and Lot Certifications are not included in the help documentation.
Software Version: 2024.12.16 and newer
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Filters Tab - Search
Search Options | Description | ||||||||||||||||
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Filter For |
This lookup contains the values in the IncludeInLotBalance Enumeration Class. | ||||||||||||||||
Item |
The lookup contains a list of all Items in the Items master file. | ||||||||||||||||
Item Class |
The lookup contains a list of all Item Classes. | ||||||||||||||||
Lot Owner |
The lookup contains a list of all Lot Owners. | ||||||||||||||||
Search |
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Order Summary Tab
Fields | Description | ||||||||||||||||
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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 |
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 |
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 |
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 | unity weight quantity | allocation fro 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 Units Only". This field is editable from the 'Alloc. | UnitsWeight' column for the associated inventory lot on the Find Lots Record View or the ' | UnitsWeight' 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 | | than Approved.||||||||||||||||
Alloc. Weight | Displays the allocated weight to be added or subtracted from the Available balance for the line item. This is currently formatted to 2 decimals, regardless of the unit decimals property. Logged issue in NS-7630. 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 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 | |||||||||||||||
Insert excerpt | Item ID & Item Description | Item ID & Item Description | |||||||||||||||
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Insert excerpt | Def - Item ID | Def - Item ID | |||||||||||||||
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Ord. Units | Displays the number of units ordered for the line item. This is currently formatted to 2 decimals, regardless of the unit decimals property. Logged issue in NS-7630. 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 currently formatted to 2 decimals, regardless of the unit decimals property. Logged issue in NS-7630. 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 | Saved Search Options | |||||||||||||||
Insert excerpt | Search Options for Framework 3.0 - Global | Search Options for Framework 3.0 - Global | |||||||||||||||
nopanel | true | ||||||||||||||||
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 | |||||||||||||||||
Insert excerpt | Site ID | Site ID | |||||||||||||||
nopanel | true | ||||||||||||||||
Insert excerpt | Def - Site | Def - Site | |||||||||||||||
nopanel | true | Units UOM | |||||||||||||||
Insert excerpt | UOM - Units | UOM - Units | |||||||||||||||
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Insert excerpt | Def - UOM | Def - UOM | |||||||||||||||
nopanel | true | Weight UOM |
UOM - Weight | UOM - Weightthan "Shipped.".
Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK |
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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. | ||||||||||||||||
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Fields | Description | ||||||||||||||||
Actual Cost |
Database Field: ERPx_IMLotCostHistory.Cost, ERPx_IMLotBalance.ActualCost | ||||||||||||||||
Batch Comment |
Database Field: ERPx_IMProductionLot.LotComment | ||||||||||||||||
Batch Date |
Database Field: ERPx_IMProductionLot.DateProduced | ||||||||||||||||
Batch Site ID |
Database Field: ERPx_IMProductionLot.ManufactureSiteSK | ||||||||||||||||
Cost UOM |
Database Field: ERPx_IMItem.CostUOMSK | ||||||||||||||||
Country of Origin |
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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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Expiration Date |
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Add New Line | 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 | 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 | Column Filter Show/Hide - Global | ||||||||||||||||||||||||||||||||
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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 | Quick Filter | ||||||||||||||||||||||||||||||||
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nopanel | true | Refresh | ||||||||||||||||||||||||||||||||
Insert excerpt | Refresh - Global 3.0 | Refresh - Global 3.0 | ||||||||||||||||||||||||||||||||
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Insert excerpt | Column Layouts for Framework 3.0 - Global | Column Layouts for Framework 3.0 - Global | ||||||||||||||||||||||||||||||||
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Fields | Description | |||||||||||||||||||||||||||||||||
Alloc Units | ||||||||||||||||||||||||||||||||||
Insert excerpt | Units - Allocated | Units - Allocated | ||||||||||||||||||||||||||||||||
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Insert excerpt | Def - Units- Inventory Calculations | Def - Units- Inventory Calculations | ||||||||||||||||||||||||||||||||
nopanel | true | Alloc Weight | ||||||||||||||||||||||||||||||||
Insert excerpt | Weight - Allocated | WeightERPx_IMProductionLot.ExpirationDate | ||||||||||||||||||||||||||||||||
Is Lot Expired | Identifies if a Lot is expired.
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Item: Description |
Database Field: ERPx_IMItem.ItemID:ItemDescription | |||||||||||||||||||||||||||||||||
Market Cost |
Database Field: ERPx_IMLotCostHistory.MarketCost, ERPx_IMLotBalance.MarketCost | |||||||||||||||||||||||||||||||||
Owner |
Database Field: ERPx_IMLotOwner.OwnerName | |||||||||||||||||||||||||||||||||
Production Batch |
Database Field: ERPx_IMProductionLot.ProductionLotID | |||||||||||||||||||||||||||||||||
Received From |
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Site ID |
Database Fields: ERPx_MFSite.SiteID, ERPx_SOOrderHeader.SiteSK | |||||||||||||||||||||||||||||||||
Site Name |
Database Fields: ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK | |||||||||||||||||||||||||||||||||
Storage Begin Date |
Database Field: ERPx_IMWarehouseLot.StorageBeginDate | |||||||||||||||||||||||||||||||||
Storage Renewal Day |
Database Field: ERPx_IMWarehouseLot.StorageRenewalDay | |||||||||||||||||||||||||||||||||
Units |
| Weight 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 is currently formatted to 3 decimals, regardless of the unit decimals property. Logged issue in NS-7630. This field is not stored in the database. | Weight
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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 | and On HandOnly" 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".Batch |
Production Batch | Production Batchis 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 - On Hand |
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 |
Database Field: ERPx_IMProductionLot.ProductionLotID Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK | |||||||||||||||||||||||||||||||||
UOM Schedule |
Def - Item ID | Def - Item ID | nopanel | true | UOMScheduleSK | |||||||||||||||||||||||||||||
Warehouse Lot |
This value defaults from the ' OwnerWarehouse Lot' value specified on the Inventory transaction that created the inventory lot. This is not editable once the transaction has been Saved.Inventory Lot. This can be edited from the 'Warehouse Lot' field on the Warehouse Lots list view.
Database Field: ERPxERPx_ IMLotOwner.OwnerName | Site | 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 IMWarehouseLot.WarehouseLotID | |||||||||||||||||||||||||||||||
Weight | Units UOM | Insert excerpt | | UOM - Units | UOM - Units | |||||||||||||||||||||||||||||
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Database Fields: ERPx_MFSite.SiteID, ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK
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 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. Insert excerpt Weight - Available Weight - Available nopanel true
Insert excerpt Weight -
On Hand Weight -
This On Hand nopanel true
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".
This is a non-editable text box that is sometimes required. This field is required only if the item is for items managed by 'Weight Only' or 'Units or and Weight'. This field defaults from and can be edited from the 'Inventory Weight UOM' property on the 'Properties' tab of the Item record view. Insert excerpt UOM - Weight UOM - Weight nopanel true
Insert excerpt Def - UOM Def - UOM nopanel true
Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK
Insert excerpt
Related Topics
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