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The purpose of this page is to both search for and allocate inventory lots to sales Orders and Quotes. Lots can be allocated to the 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 item or as an update to an existing line item. The transaction's order summary of line items and allocations may also be viewed from . Users can view order progress by clicking on the 'Order Summary' tab as new items are added and allocated. 

An Inventory Lot is the most granular level that item balances of Units and Weight are stored within NorthScope. Balances for all 'Inventory Tracked' items (Items setup with an Item Type of "Sales Inventory") are stored as Inventory Lots, regardless of whether they are "Lot Tracked" (they use Production Batches) or not.

(lightbulb) This record view also contains columns for each Attribute that is set up for the 'Items

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Def - Inventory Lot
Def - Inventory Lot
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This page contains columns for each attribute setup for the 'Items' attribute type, 'Production Batches' attribute type and the 'Production BatchesWarehouse 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 included in the default view but can be added to a saved column layout. Item attributes, Production Batch attributes Attributes and Lot Certifications are not included in the help documentation.

Software Version: 2021.xx.xx and newer

Table of Contents
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Page Header

...

Search Options

...

Description

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in the help documentation.

Software Version: 2024.12.16 and newer

Table of Contents
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Page Header

Toolbar IconsDescriptionAdd New Line

Image Removed 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

Image Removed 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 excerptColumn Filter Show/Hide - GlobalColumn Filter Show/Hide - GlobalnopaneltrueExcel Insert excerptExcel - LV 3.0Excel - LV 3.0nopaneltrueGroup By Show/Hide Insert excerptGroup By Show/Hide - GlobalGroup By Show/Hide - GlobalnopaneltrueHelp Insert excerptHelp - Global 3.0Help - Global 3.0nopaneltrueQuick Column Filter Insert excerptQuick FilterQuick FilternopaneltrueRefresh Insert excerptRefresh - Global 3.0Refresh - Global 3.0nopaneltrueSaved Layouts Insert excerptColumn Layouts for Framework 3.0 - GlobalColumn Layouts for Framework 3.0 - GlobalnopaneltrueSearch Options Insert excerptSearch Options - Inquiry Grid 3.0Search Options - Inquiry Grid 3.0nopaneltrueView Insert excerptView - Options 3.0View - Options 3.0nopaneltrue
  • Commitments and Allocations: Opens the Commitment and Allocations Inquiry, filtered for the selected item's inventory lot.
  • Lot History: Opens the Transaction History - Lot Inquiry, filtered for the selected item's inventory lot.
  • Item: Opens the Item Record View for the selected item. 
  • Warehouse Lot: Opens the Warehouse Lot List View, filtered for the selected item's Warehouse Lot. 
  • Production Batch: Opens the Production Batch Record View, filtered for the selected item's Production Batch.
FieldsDescriptionAlloc Units Insert excerptUnits - AllocatedUnits - Allocatednopaneltrue 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 is currently formatted to 3 decimals, regardless of the unit decimals property. This field is not stored in the database. Insert excerptDef - Units- Inventory CalculationsDef - Units- Inventory Calculationsnopaneltrue Found an existing bug that clears the Order Summary line items when a whole number is not entered in this field. Logged issue in NS-7630.

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".

Alloc Weight Insert excerptWeight - AllocatedWeight
Batch Date Batch DateThis is a date range control that allows users to select a single date or a range of dates, formatted from the users 'Date Format' preference. This is and defaults with a date range of the past 30 days.
Include Include Include This to "Products with Any Balance". The options available include:
  • 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.

 This is a multi-select standard lookup that is not required to return results. It defaults as blank.

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

This is a multi-select standard lookup that is not required to return results. It defaults with all Lot Owners selected

as blank.

Search Options
Description
Filter For

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Inq - Include - Inv
Inq - Include - Inv
nopaneltrue
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
nopaneltrue

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
nopaneltrue

 This is a multi-select standard lookup that is not required to return results. It defaults

Item
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Inq - ItemInq - Item
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Def - Item IDDef - Item ID
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Item Class
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Inq - Item ClassInq - Item Class
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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
nopaneltrue
 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

Class

ID
Def - Item

ClassSite Insert excerptInq - SiteInq - Site

ID
nopaneltrue

The lookup contains a list of all Item Classes.

Lot Owner Insert excerptInq - Lot OwnerInq - Lot Ownernopaneltrue This is a multi-select standard lookup that is not required to return results. It defaults as blank. Insert excerptDef - OwnerDef - Ownernopaneltrue

The lookup contains a list of all Lot Owners.

Saved Searches Insert excerptSearch Options for Framework 3.0 - GlobalSearch Options for Framework 3.0 - GlobalnopaneltrueSearch Insert excerptSearch - Search OptionsSearch - Search Optionsnopaneltrue
  • Attr: [Attribute Value] (columns are not visible in the grid, but may still be searched on)
  • Item: [Item ID] or [Item Name]
  • Owner: [Lot Owner]
  • Batch: [Production Batch]
  • Site: [SIte ID] or [Site Name]
  • WLot: [Warehouse Lot]

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
nopaneltrue
This is a

multi-select standard lookup

non-editable text box that is

not

required

to return results

. It defaults

as blank

 

Order Summary Tab

Alloc.
Fields
Description

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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The lookup contains a list of all active Sites.

currently formatted to 2 decimals, regardless of the unit decimals property.Logged issue in NS-7630. This is unity allocation fro Item Record View for the transaction Approved.

Database Field: ERPx_SOOrderHeader.AllocatedUnits

Alloc.   currently formatted to 2 decimals, regardless of the unit decimals property.Logged issue in NS-7630. This is allocation

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
nopaneltrue
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

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.

ItemWeight UOM

Item ID & Item Description

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Item ID & Item Description
UOM - Weight
UOM - Weight
nopaneltrue
  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.
Insert excerptDef - Item IDDef - Item IDnopaneltrue

Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_SOOrderItem.OrderItemSK

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

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 excerptSite IDSite IDnopaneltrue 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.
Insert excerptDef - SiteDef - Sitenopaneltrue

Database Fields: ERPx_MFSite.SiteID, ERPx_LMLoadHeader.SiteSk

Units UOM

Insert excerptUOM - UnitsUOM - Unitsnopaneltrue 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.
Insert excerptDef - UOMDef - UOMnopaneltrue

Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK

Weight UOM Insert excerptUOM - WeightUOM - Weightnopaneltrue 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. Insert excerptDef - UOMDef - UOMnopaneltrue

Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK

Page Details

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.".

Insert excerpt
Def - UOM
Def - UOM
nopaneltrue

Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK


Page Details

Weight This is currently formatted to 3 decimals, regardless of the unit decimals property. Logged issue in NS-7630. Weight Weight If and On Hand or on hand 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".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".

Database Field:ERPx ERPX_IMItem.ItemID:ItemDescription

Owner

UOMScheduleSK

This is a non-editable text box that is sometimes required.This field is required only if the item is managed by Units Only or Units or Weight.This field defaults from and can be edited from the 'Inventory Unit UOM' property on the 'Properties' tab of the Item Record View.

Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK 

Weight

Toolbar IconsDescription
Add as New Item

Image Added 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

Image Added 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
nopaneltrue
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
nopaneltrue
Group By Show/Hide
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Group By Show/Hide - Global
Group By Show/Hide - Global
nopaneltrue
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
nopaneltrue
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
nopaneltrue
FieldsDescription
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
nopaneltrue
 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
nopaneltrue
 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
nopaneltrue

Database Field: ERPx_IMItem.CostUOMSK

Country of Origin

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Country of Origin
Country of Origin
nopaneltrue
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 OldDisplays 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
nopaneltrue
Expiration Date

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Batch Expiration Date
Batch Expiration Date
nopaneltrue

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
nopaneltrue
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
nopaneltrue

Insert excerpt
Def - Cost - Market
Def - Cost - Market
nopaneltrue

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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Insert excerpt
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".

Insert excerpt
Def - Production Batch
Def - Production Batch
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Insert excerpt
Def - Inventory Lot
Def - Inventory Lot
nopaneltrue

Database Field: ERPx_IMProductionLot.ProductionLotID

Received From

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Received From (Production Batch)
Received From (Production Batch)
nopaneltrue
 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
nopaneltrue
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
nopaneltrue

Database Fields: ERPx_MFSite.SiteID, ERPx_SOOrderHeader.SiteSK

Site Name

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Site Name
Site Name
nopaneltrue
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
nopaneltrue

Database Fields: ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK

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
nopaneltrue
 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
nopaneltrue
 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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true

true

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

Batch 

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Production Batch
Units - Avail.

Insert excerpt
Units - Available
Units - Available
nopaneltrue
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
nopaneltrue
 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 only required if the item's 'Lot Tracked' property is set to "Yes". This value defaults from the 'Production Batch' value specified on the Inventory transaction that created the inventory lot. This sometimes required. This is required for items managed by 'Units Only' or 'Units and Weight'. This defaults from and can be edited from the 'Production Batch' field Inventory Unit UOM' property on the 'Properties' tab of the Production Batch record view. Item Record View.

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Def - Production BatchUOM
Def - Production BatchUOM
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Database Field: ERPx_IMProductionLot.ProductionLotID

Item

Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK 

UOM Schedule

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Item ID & Item DescriptionItem ID & Item DescriptionUOM - Schedule
UOM - Schedule
nopaneltrue
This is a non-editable text box that is required. This  This field comes from and can be edited from the 'Item Description' field UOM Schedule' property on the 'Properties' tab of the Item record view.  
excerpt-include

Def - Item IDDef - Item ID
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Warehouse Lot

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Owner - Inventory

Warehouse Lot

Owner - Inventory

Warehouse Lot
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This is a non-editable text box that is required. This

 This value defaults from the '

Owner

Warehouse 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.

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Def - Warehouse Lot
Def - Warehouse Lot
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Def -

Owner

Inventory Lot
Def -

Owner

Inventory Lot
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Database Field:

 ERPx

 ERPx_

IMLotOwner.OwnerName		SiteIdentifies 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

WeightUnits UOM
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UOM - UnitsUOM - Units
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Def - UOMDef - UOM
nopaneltrue
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Weight - Allocated
Weight - Allocated
nopaneltrue
 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.
Insert excerpt
Def - Weight -
Site
Inventory Calculations
Def - Weight -
Site
Inventory Calculations
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Database Fields: ERPx_MFSite.SiteID, ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK

Units Insert excerptUnits - AvailableUnits - Availablenopaneltrue This is a non-editable text box that is required. This value may be updated when a transaction with the inventory lot is Posted with unit quantities. This is a calculated field and not stored in the database. This is currently formatted to 3 decimals, regardless of the unit decimals property. Logged issue in NS-7630.

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.

Insert excerpt
Weight - Available
Weight - Available
nopaneltrue
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 -

Available

On Hand
Weight -

Available

On Hand
nopaneltrue
This

is a non-editable text box that is required. This value may

can be updated when

a transaction with the inventory lot is Posted with weight quantities

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.

This is currently formatted to 3 decimals, regardless of the unit decimals property. Logged issue in NS-7630

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
nopaneltrue
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.

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Def - UOM
Def - UOM
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Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK

WLot

  Insert excerptWarehouse LotWarehouse Lotnopaneltrue This is a non-editable text box that is only required if the item's Site is Warehouse Lot Tracked. 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.
Insert excerptDef - Warehouse LotDef - Warehouse LotnopaneltrueDatabase Field: ERPx_IMWarehouseLot.WarehouseLotID

Related Topics

User Guide: Sales Order

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