The purpose of this page is to search and view Inventory Lot balances as of a specific date. An Inventory Lot defines the quantity of product that is unique by combination of Item, Site, Production BatchThe purpose of this page is to search and view Inventory Lot balances as of a specific date. An Inventory Lot defines the quantity of product that is unique by combination of Item, Site, Production Batch, Warehouse Lot and Owner.

This inquiry also contains columns for each Attribute that is set up for the 'Items' attribute is set up for the 'Items' attribute type, 'Production Batches' attribute type, and the 'Warehouse Lots' attribute type. Because these are user defined, they are not included in included in the default view but can be added a saved layout. Item attributes are not included in the help documentation.

Software Version: 2020.xx.xx and newer

Table of Contents

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Page Header

Search

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can be added to a saved layout. Attributes are not included in the help documentation.

Software Version: 2024.12.16 and newer

Table of Contents

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Page Header

Search

Search Options

Description

As Of Date

Insert excerpt

	Inq - As Of Date
	Inq - As Of Date
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This is a date picker that is required to return results. It defaults to the current date.

Item

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	Inq - Item
	Inq - Item
nopanel	true

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

Insert excerpt

	Def - Item ID
	Def - Item ID
nopanel	true

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

Item Class

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	Inq -

As Of Date

Item Class
	Inq -

As Of Date

Item Class
nopanel	true

This is a date picker and a value must be entered to return results. This defaults to the current date.

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

Insert excerpt

	Def - Item Class
	Def - Item Class
nopanel	true

The lookup contains a list of all Item Classes.

Lot Owner

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	Inq - Lot Owner
	Inq - Lot Owner
nopanel	true

This is a multi-select load on demand standard lookup that is not required to return results. It defaults to all Lot Ownersas blank.

Insert excerpt

	Def - Lot - Owner
	Def - Lot - Owner
nopanel	true

The lookup contains a list of all Lot Owners.

Saved Search Options

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	Search - Search Options

for Framework 3.0 - Global

Search Options for Framework 3.0 - Global

nopanel

true


	Search - Search Options
nopanel	true

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

	Inq - Site
	Inq - Site
nopanel	true

This is a multi-select load on demand standard lookup that is not required to include one or more Sites in the search return results. It defaults to all 'Active' Sitesas blank.

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	Def - Site
	Def - Site
nopanel	true

The lookup contains a list of all active Sites.

Summarize By

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	Inq - Summarize By
	Inq - Summarize By
nopanel	true

This is a single-select standard lookup that is required. It defaults to "Inventory Lot".

The lookup contains the following options:

Inventory Lot - summary of the Item, Production Batch, Site, Warehouse Lot and Owner. This is the most detailed level
Item - summary of the Item and Site
Item and Owner - summary of the Item, Owner and Site
Item and Warehouse Lot - summary of the Item, Site and Warehouse Lot ID
Item, Owner and Warehouse Lot - summary of the Item, Site, Owner and Warehouse Lot

...

Item, Site, Owner and Warehouse Lot

Saved Searches

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	Search Options for Framework 3.0 - Global
	Search Options for Framework 3.0 - Global
nopanel	true

Page Detail

the database.

Toolbar Icons

Description

Column Filter Show/Hide

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	Column Filter Show/Hide - Global
	Column Filter Show/Hide - Global
nopanel	true

Excel

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	Excel - LV 3.0
	Excel - LV 3.0
nopanel	true

Favorites

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	Favorites Add/Remove - Global
	Favorites Add/Remove - Global
nopanel	true

Group By Show/Hide

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	Group By Show/Hide - Global
	Group By Show/Hide - Global
nopanel	true

Help

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	Help - Global 3.0
	Help - Global 3.0
nopanel	true

Quick Column Filter

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	Quick Column Filter
	Quick Column Filter
nopanel	true

Refresh

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	Refresh - Global 3.0
	Refresh - Global 3.0
nopanel	true

Saved Column Layouts

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	Column Layouts for Framework 3.0 - Global
	Column Layouts for Framework 3.0 - Global
nopanel	true

Search Options

Insert excerpt

	Search Options - Inquiry Grid 3.0
	Search Options - Inquiry Grid 3.0
nopanel	true

Fields

Description

Actual Cost

Displays the Actual Cost, which is the sum of Actual Base Cost and Actual Layer Costs, assigned to the lot. This can be edited using the Mass Update dialog box on the Update Costs List View or the 'Update Costs From BOM' toolbar icon on the Update Costs List View.

Insert excerpt

	Def - Cost - Actual
	Def - Cost - Actual
nopanel	true

Database Field: ERPx_IMLotCostHistory.Cost

As Of Date

Identifies the cutoff transaction date to view Inventory balances that occur on and before this date. This can be edited from the 'As Of Date' in the 'Filters' tabSearch Options.

Database Fields: ERPx_IMTransactionHeader.TransactionDate, ERPx_SOorderHeader.OrderDate

Cost Group

Displays the cost group attached to the item. This can be edited from the 'Cost Group' property on the 'Properties' tab of the Item Record View.

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	Def - Cost Group
	Def - Cost Group
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Database Field: ERPx_IMCostGroup.CostGroupID

Date Produced

Displays the date on which the Production Patch was produced. This can be edited from the 'Batch Date' field on the Properties tab of the Production Batch record view. When the 'Summarize By' inquiry parameter is set to "Item", "Item and Owner", "Item and Warehouse Lot" or "Item, Owner and Warehouse Lot", this field will be displayed as "**Not Included".

Database Field: ERPx_IMProductionLot.DateProduced

Extended Actual Cost

Displays the Extended Actual Cost, which is

the product of

calculated as [Actual Cost

and

] * [On Hand Unit/Weight

, assigned to the lot

]. This can be edited using the Mass Update dialog box on the Update Costs List View or the 'Update Costs From BOM' toolbar icon on the Update Costs List View. This can also be edited by updating On Hand Unit or On Hand Weight quantities. This value is not stored in the database.

Insert excerpt

	Def - Cost - Actual
	Def - Cost - Actual
nopanel	true

On Hand Units are used in the calculation when the 'Cost UOM' field on the 'Properties' tab of the Item Record View has a unit UOM. On Hand Weight is used in the calculation when the 'Cost UOM' field on the 'Properties' tab of the Item Record View has a weight

UOM.

Extended Lower of Cost or Market Cost

Displays either the Extended Standard Cost or

UOM.

Extended Lower of Cost or Market Cost

Displays either the Extended Standard Cost or the Extended Market Cost, whichever is lower. This can be edited using the Mass Update dialog box on the Update Costs List View or the 'Update Costs From BOM' toolbar icon on the Update Costs List View. This can also be edited by updating On Hand Unit or On Hand Weight quantities. This value is not stored in the database.

Insert excerpt

	Def - Cost - Standard
	Def - Cost - Standard
nopanel	true

Insert excerpt

	Def - Cost - Market
	Def - Cost - Market
nopanel	true

Extended Market Cost

Displays the Extended Market Cost,

whichever is lower

which is calculated as [Market Cost] * [On Hand Unit/Weight]. This can be edited using the Mass Update dialog box on the Update Costs List View or the 'Update Costs From BOM' toolbar icon on the Update Costs List View. This can also be edited by updating On Hand Unit or On Hand Weight quantities. This value is not stored in

the database.

Insert excerpt

Def - Cost - Standard

nopanel

true

Insert excerpt

	Def - Cost - Market
	Def - Cost - Market
nopanel	true

Extended Market

On Hand Units are used in the calculation when the 'Cost UOM' field on the 'Properties' tab of the Item Record View has a unit UOM. On Hand Weight is used in the calculation when the 'Cost UOM' field on the 'Properties' tab of the Item Record View has a weight UOM.

Extended Standard Cost

Displays the Extended

Market

Standard Cost, which is

the product of Market Cost and

calculated as [Standard Cost] * [On Hand Unit/Weight

, assigned to the lot

]. This can be edited using the Mass Update dialog box on the Update Costs List View or the 'Update Costs From BOM' toolbar icon on the Update Costs List View. This can also be edited by updating On Hand Unit or On Hand Weight quantities. This value is not stored in the database.

Insert excerpt

	Def - Cost -

Market

Standard
	Def - Cost -

Market

Standard
nopanel	true

On Hand Units are used in the calculation when the 'Cost UOM' field on the 'Properties' tab of the Item Record View has a unit UOM. On Hand Weight is used in the calculation when the 'Cost UOM' field on the 'Properties' tab of the Item Record View has a weight UOM.

Extended Standard CostDisplays the Extended Standard Cost, which is the product of Standard Cost and On Hand Unit/Weight, assigned to the lot.

Item

Insert excerpt

	Item ID & Item Description
	Item ID & Item Description
nopanel	true

This can be edited

using the Mass Update dialog box on the Update Costs List View or the 'Update Costs From BOM' toolbar icon on the Update Costs List View. This can also be edited by updating On Hand Unit or On Hand Weight quantities. This value is not stored in the database. Insert excerptDef - Cost - StandardDef - Cost - Standardnopaneltrue

On Hand Units are used in the calculation when the 'Cost UOM' field on the 'Properties' tab of the Item Record View has a unit UOM. On Hand Weight is used in the calculation when the 'Cost UOM' field on the 'Properties' tab of the Item Record View has a weight UOM.

Item Insert excerptItem ID & Item DescriptionItem ID & Item Descriptionnopaneltrue This can be edited from the 'Item Description' property on the 'Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.ItemDescription

To avoid duplicate rows where only the item description is different, this field will always display an item’s current description, and not any historical descriptions.

Lower of Cost or Market CostDisplays either the Standard Cost or the Market Cost, whichever is lower

from the 'Item Description' property on the 'Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.ItemDescription

To avoid duplicate rows where only the item description is different, this field will always display an item’s current description, and not any historical descriptions.

Lower of Cost or Market Cost

Displays either the Standard Cost or the Market Cost, whichever is lower. This can be edited using the Mass Update dialog box on the Update Costs List View or the 'Update Costs From BOM' toolbar icon on the Update Costs List View.

Insert excerpt

	Def - Cost - Standard
	Def - Cost - Standard
nopanel	true

Insert excerpt

	Def - Cost - Market
	Def - Cost - Market
nopanel	true

Database Field: ERPx_IMLotCostHistory.StandardCost or ERPx_IMLotCostHistory.MarketCost

Market Cost

Displays the Market Cost, which is the sum of Market Base Cost and Market Layer Costs, assigned to the lot. This can be edited using the Mass Update dialog box on the Update Costs List View or the 'Update Costs From BOM' toolbar icon on the Update Costs List View.

Insert excerpt

	Def - Cost -

Standard

Market
	Def - Cost -

Standard

Market
nopanel	true

Database Field: ERPx_IMLotCostHistory.MarketCost

On Hand UnitsOn Hand Units Insert excerptUnits - On HandUnits Def - Cost - Market

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Def - Cost - Market

Units - On Hand
	Units - On Hand
nopanel	true

Database Field: ERPx_IMLotCostHistory.StandardCost or ERPx_IMLotCostHistory.MarketCost

Market Cost

Displays the Market Cost, which is the sum of Market Base Cost and Market Layer Costs, assigned to the lot. This can be edited using the Mass Update dialog box on the Update Costs List View or the 'Update Costs From BOM' toolbar icon on the Update Costs List View.

Insert excerptDef - Cost - MarketDef - Cost - Marketnopaneltrue

Database Field: ERPx_IMLotCostHistory.MarketCost

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.

The On Hand balance is intended to reflect the quantity of an Inventory Lot that is physically in the facility. On-Hand balances are maintained for all items with an 'Item Type' of "Sales Inventory" whether they are Lot Tracked or not. On Hand balances are updated when the 'Status' of Inventory and Sales transactions is changed to "Ready To Post".

Note: This field does not take the "Include Shipped & Approved Sales Orders in On Hand balances" Inventory Preference into account when calculating On Hand balances.

On Hand Weight

Insert excerpt

	Weight - On Hand
	Weight - On Hand
nopanel	true

This can be updated when

units

weight for an item on an inventory transaction has been Posted or

units

weight for an allocated item on a sales order has been Posted. This is a calculated field

and not stored in the database.
On Hand Weight Insert excerptWeight - On HandWeight - On Handnopaneltrue This can be updated when weight for an item on an inventory transaction has been Posted or weight for an allocated item on a sales order has been Posted. This is a calculated field and not stored in the database

and not stored in the database.

The On Hand balance is intended to reflect the quantity of an Inventory Lot that is physically in the facility. On-Hand balances are maintained for all items with an 'Item Type' of "Sales Inventory" whether they are Lot Tracked or not. On Hand balances are updated when the 'Status' of Inventory and Sales transactions is changed to "Ready To Post".

Note: This field does not take the "Include Shipped & Approved Sales Orders in On Hand balances" Inventory Preference into account when calculating On Hand balances.

Owner Name

Insert excerpt

	Owner - Inventory Lot
	Owner - Inventory Lot
nopanel	true

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. When the 'Summarize By' inquiry parameter is set to "Item" or "Item and Warehouse Lot", this field will be displayed as "**Not Included".

Insert excerpt

	Def

- Lot

- Owner
	Def -

Lot -

Owner
nopanel	true

Database Field: ERPx_IMLotOwner.OwnerName

Production Batch

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	Production Batch
	Production Batch
nopanel	true

This can be edited from the 'Production Batch' field on the Properties tab of the Production Batch record view. When the 'Summarize By' inquiry parameter is set to "Item", "Item and Owner", "Item and Warehouse Lot" or "Item, Owner and Warehouse Lot", this field will be displayed as "**Not Included".

Insert excerpt

	Def -

Lot

Production Batch
	Def - Production Batch
nopanel	true

Insert excerpt

	Def - Inventory Lot
	Def -

Production Batch

Inventory Lot
nopanel	true

Database Field: ERPx_IMProductionLot.ProductionLotID

Site

Insert excerpt

	Site ID
	Site ID
nopanel	true

This comes from 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.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

Database Fields: ERPx_MFSite.SiteID, ERPx_IMLotBalance.SiteSK

Standard Cost

Displays the Standard Cost, which is the sum of Standard Base Cost and Standard Layer Costs, assigned to the lot. This can be edited using the Mass Update dialog box on the Update Costs List View or the 'Update Costs From BOM' toolbar icon on the Update Costs List View.

Insert excerpt

	Def - Cost - Standard
	Def - Cost - Standard
nopanel	true

Database Field: ERPx_IMLotCostHistory.StandardCost

Summarize ByIdentifies how the search results are grouped. This comes from the 'Summarize By' inquiry parameter field in the 'Filters' tab. This is not stored in the database.Unit UOM

Insert excerpt

	UOM - Default IM Units
	UOM - Default IM Units
nopanel	true

This field can be edited from the 'Inventory Unit UOM' property on the 'Properties' tab of the Item record view.

Insert excerpt

	Def - UOM
	Def - UOM
nopanel	true

Database Field: ERPX_IMItem.DefaultIMUnitUOMSK

Warehouse Lot

Insert excerpt

	Warehouse Lot
	Warehouse Lot
nopanel	true

This can be edited from the 'Warehouse Lot' field on the Warehouse Lots list view. When the 'Summarize By' inquiry parameter is set to "Item" or "Item and Owner", this field will be displayed as "**Not Included".

Insert excerpt

	Def - Warehouse Lot
	Def - Warehouse Lot
nopanel	true

Insert excerpt

	Def - Inventory Lot
	Def -

Warehouse

Inventory Lot
nopanel	true

Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK

Weight UOM

Insert excerpt

	UOM - Default IM Weight
	UOM - Default IM Weight
nopanel	true

This field can be edited from the 'Inventory Weight UOM' property on the 'Properties' tab of the Item record view.

Insert excerpt

	Def - UOM
	Def - UOM
nopanel	true

Database Field: ERPx_IMLotBalance.WeightUOMSK

Year Produced

Displays the year which the Production Patch was produced. This can be edited from the 'Batch Date' field on the Properties tab of the Production Batch record view. When the 'Summarize By' inquiry parameter is set to "Item", "Item and Owner", "Item and Warehouse Lot" or "Item, Owner and Warehouse Lot", this field will be displayed as "**Not Included".

Database Field: ERPx_IMProductionLot.DateProduced

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