The Update Costs inquiry is used to review Item and/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 'Production BatchesWarehouse Lots' attribute type. Additionally, this inquiry also contains columns for each Lot Certification with a certification 'Type' of "Item & Site". Item attributes, Production Batch attributes 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: 20222024.0612.16 and newer
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Search Options | Description |
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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:
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Item |
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and is not required. Selecting nothing assumes you want all records returned.
The lookup contains a list of all Items in the Items master file. | |||||||||
Lot Owner |
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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.
The lookup contains a list of all Lot Owners. | |||||||||
Saved Searches |
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Search |
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Site |
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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.
The lookup contains a list of all active Sites. |
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Mass Update |
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Fields | Description | ||||||||
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Actual Cost - Base |
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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 |
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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 |
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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 |
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editable 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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Date' field on the Properties tab of the Production Batch |
Record View. Database Field: |
ERPx_IMProductionLot. |
DateProduced |
Batch |
Site ID |
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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 |
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Database Fields: ERPx_MFSite.SiteID, ERPx_MFSite.SiteName, ERPx_IMProductionLot.ManufactureSiteSK
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
What data field stores this value and how is it set?
This is a system assigned value that is not editable. Database Field: ERPx_IMLotBalance.BornOnDate | |||||||||||||||||
Cost Group Description |
Database Field: ERPx_IMCostGroup.CostGroupID, ERPx_IMCostGroup.CostGroupDescription, ERPx_IMItem.CostGroupSK | ||||||||||||||||
Cost UOM |
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 |
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Database Field: ERPx_IMCostGroup.CostGroupID, ERPx_IMCostGroup.CostGroupDescription, ERPx_IMItem.CostGroupSK
Cost UOMUOM - Cost
This can be edited from the 'Costing Status' property on the Mass Update dialog. Database Fields: ERPx_IMLotBalance.LayerCostingStatusEN | ||||
Country of Origin |
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can be edited from the ' |
Country of Origin' field on the ' |
Properties' tab of the |
Production Batch Record View. |
Database Field: ERPx_ |
IMProductionLot. |
CountryOfOrigin |
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
Displays whether cost changes can be made to the Lot. If the Costing Status is "Open" then cost changes can be made. If the Costing Status is "Closed" then cost changes cannot be made to the Lot.
This can be edited from the 'Layer Costing Status' property on the Mass Update dialog box launched from the Lot Balances List View.
Database Fields: ERPx_IMLotBalance.LayerCostingStatusEN
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 |
This is a calculated field that is not stored in the database. | ||||||||
Expiration Date |
Database Field: ERPx_IMProductionLot.ExpirationDate | ||||||||
Inventory Balance Sheet Account |
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Inventory Balance Sheet' field on the ' |
GL Accounts' tab of the |
Database Field: ERPx_IMProductionLot.CountryOfOrigin
Item Record View. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.InventoryActSK | |
Is Lot Expired | A Yes/No field to identify if a Lot is expired.
This is a calculated field that is not stored in the database |
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Item: Description |
Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPh_IMTransactionDetail.ItemSK | ||||||||||||||||
Item Class ID |
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This is a calculated field that is not stored in the database.
Batch Expiration DateDatabase Fields: ERPx_IMItemClass.ID, ERPx_IMItem.ItemClassSk | ||
Last Effective Actual Cost Change |
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Database Field: ERPx_IMProductionLot.ExpirationDate
can only be changed by adding an Actual Cost or adding/removing an Actual Cost Layer. | ||
Last Effective Market Cost Change |
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This can |
Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.InventoryActSK
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.
Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPh_IMTransactionDetail.ItemSK
Last Effective Cost Changeonly 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 |
Database Fields: ERPx_IMLotBalance.LotStatusEN | ||||||||
Market Cost - Base |
Database Fields: ERPx_IMLotCostHistory.MarketCost where ERPx_IMLotCostHistory.LotCostTypeEN = 3 | ||||||||
Market Cost - Layers |
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edited by adding |
/editing a 'Market Cost Layer'. Database Fields: ERPx_IMLotCostHistory.MarketCost where ERPx_IMLotCostHistory.LotCostTypeEN = 2 | |||||
Market Cost Rate |
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This is a calculated field that can only be edited by adding/editing a 'Market Cost Layer' or adding/updating a 'Market Base Cost'. |
Database Fields: ERPx_IMLotCostHistory.MarketCost where ERPx_IMLotCostHistory.LotCostTypeEN = 3
Market Cost - LayersDef - Cost - Market LayersOn 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 is not stored in the database. | |
On Hand Units |
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Database Fields: ERPx_IMLotCostHistory.MarketCost where ERPx_IMLotCostHistory.LotCostTypeEN = 2
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:
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On Hand Weight |
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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:
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Owner |
Database Field: ERPx_IMLotOwner.OwnerName | ||||||||||||||||
Production Batch |
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This can be edited from the 'Production Batch' field on the Properties tab of the Production Batch Record View.
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: |
ERPx_ |
Displays the Site ID for the Site where the inventory balances are stored. This is always editable from the Sites Record View.
Database Fields: ERPx_MFSite.SiteID, ERPx_MFSite.SiteID, ERPh_IMTransactionHeader.SiteSK
IMReceivedFrom.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.
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Database Fields: ERPx_MFSite.SiteName, ERPx_IMLotBalance.SiteSK
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Database Fields: ERPx_ |
MFSite. |
SiteID, ERPx_MFSite.SiteID, ERPh_IMTransactionHeader.SiteSK | |||||||||
Site Name | Displays the Site Name for the Site where the inventory balances are stored. This is always editable from the Sites Record View.
Database Fields: ERPx_ |
MFSite.SiteName, ERPx_IMLotBalance.SiteSK | |||||
Storage Begin Date |
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