The Update Costs inquiry is used to review Item and/or Lot costs. From here users can updated 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

Table of Contents

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Page Header

Search

Search Options

Description

Auto Hide Filters

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	Auto Hide Filters
	Auto Hide Filters
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Auto Refresh on Open

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	Auto Refresh on Open
	Auto Refresh on Open
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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:

Lots with any balance - selected by default
Lots with Available Balance
Lot Status - Closed
Costing Status - Open
Costing Status - Closed

Item

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	Inq - Item
	Inq - Item
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This is a multi-select lookup that defaults to blank (All)

and is This

and is not required. Selecting nothing assumes you want all records returned.

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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.

Lot Owner

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	Inq - Lot Owner
	Inq - Lot Owner
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This is a multi-select lookup that defaults to blank (All)

and is This

and is not required. Selecting nothing assumes you want all records returned.

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	Def - Owner
	Def - Owner
nopanel	true

The lookup contains a list of all Lot Owners.

Saved Searches

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	Search Options for Framework 3.0 - Global
	Search Options for Framework 3.0 - Global
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Search

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	Search - Search Options
	Search - Search Options
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Attr: [Attribute Value]
Item: [Item ID] or [Item Description]
Owner: [Lot Owner]
Batch: [Production Batch]
Site: [Site ID] or [Site Name]
WLot: [Warehouse Lot]

Site

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	Inq - Site
	Inq - Site
nopanel	true

This is a multi-select lookup that defaults to blank (All)

and is

and is not required. Selecting nothing assumes you want all records returned.

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	Def - Site
	Def - Site
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The lookup contains a list of all active Sites.

Page Detail

Toolbar Icons

Description

Column Filter Show/Hide

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	Column Filter Show/Hide - Global
	Column Filter Show/Hide - Global
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Excel

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	Excel - LV 3.0
	Excel - LV 3.0
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Favorites

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	Favorites Add/Remove - Global
	Favorites Add/Remove - Global
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Group By Show/Hide

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	Group By Show/Hide - Global
	Group By Show/Hide - Global
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Help

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	Help - Global 3.0
	Help - Global 3.0
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Mass Update

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	Mass Update - Global 3.0
	Mass Update - Global 3.0
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Lot Properties
- Costing Status
Set Base Costs
- Update Method:
- Actual Cost:
- Market Cost:

Standard Cost:

- Reason Code:
Add Cost Layers
- Effective Date:
- Actual Cost:
- Market Cost:

Standard Cost:

- Reason Code:
Update Costs from Other Costs
- Effective Date:
- Source Cost:
- Destination Cost:
- Cost Update Method:
- Amount:
Post Costs to GL
- Post Costs Through

Date

- GL Period:
- Post Costs to GL

:Update PO Receipts Costs

- :

More Actions

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nopanel
	More Actions - Global 3.0
	More Actions - Global 3.0

true

	true

IQ: Cost History: opens the cost history for the selected record.
IQ:

Cost

Item History: opens the

cost history

Item History for the selected record.
IQ: Lot History: opens the Lot History for the selected record.
LV: Warehouse Lot
RV: Production Batch

——————————————

Update Costs from BOM: opens the Update Costs from BOM page

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
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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
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Fields

Description

Checkbox

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	Checkbox
	Checkbox
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Actual Cost - Base

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	Def - Cost - Actual Base
	Def - Cost - Actual Base
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This

This is a calculated field that can only be edited by adding/editing an 'Actual Base Cost'.

Database Fields: ERPx_IMLotCostHistory.Cost

where ERPx

where ERPx_IMLotCostHistory.LotCostTypeEN = 3

Actual Cost - Layers

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

This

This is a calculated field that can only be edited by adding/editing an 'Actual Cost Layer'.

Database Fields: ERPx_IMLotCostHistory.Cost

where ERPx

where ERPx_IMLotCostHistory.LotCostTypeEN = 2

Actual Cost Rate

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

This

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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	Batch Comment
	Batch Comment
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This is not required and is always editable from the 'Batch Comment' field on the Properties tab of the Production Batch record view.

Database Field: ERPx_IMProductionLot.LotComment

Batch Date

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	Def - Batch Date
	Def - Batch Date
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This can be edited from the 'Batch Date' field on the Properties tab of the Production Batch Record View.

Database Field: ERPx_IMProductionLot.DateProduced

Batch Site ID

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	Batch Site
	Batch Site
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This is required and is always editable from the 'Batch Site ID' field on the Properties tab of the Production Batch Record View.

Database Fields: ERPx_MFSite.SiteID, ERPx_MFSite.SiteName, ERPx_IMProductionLot.ManufactureSiteSK

BOM ID

Displays the BOM ID of the Bill of Material record. Clicking on the link opens the corresponding Bill of Materials Record View. This field is only populated if the lot costs have been retrieved from a BOM record. This is not editable.

Database Fields: ERPx_MPBOM.BOMID, ERPx_IMProductionLot.BaseCostBOMSK

Born on Date

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	Def - Born on Date
	Def - Born on Date
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This is a system assigned value that is not editable.

Database Field: ERPx_IMLotBalance.BornOnDate

Cost Group Description

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	Cost Group Description
	Cost Group Description
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This

This is not required and 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, ERPx_IMCostGroup.CostGroupDescription, ERPx_IMItem.CostGroupSK

Cost UOM

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	UOM - Cost
	UOM - Cost
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This

This is required for Costing and can be edited from the 'Cost UOM' property on the 'Advanced Properties' tab of the Item Record View.

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	Def - UOM
	Def - UOM
nopanel	true

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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	Def - Lot Costing Status
	Def - Lot Costing Status
nopanel	true

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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	Country of Origin
	Country of Origin
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This can be edited from the 'Country of Origin' field on the 'Properties' tab of the Production Batch Record View.

Database Field: ERPx_IMProductionLot.CountryOfOrigin

Days Old

Displays the calculated age (in days) of the Production Batch. It is calculated as the (Current Date) - [Batch Date]. This can be edited by changing the 'Batch Date' field on the Properties tab of the Production Batch record view. This is not stored in the database.

This is a calculated field that is not stored in the database.

Days Until Expiration

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	Days Until Expiration
	Days Until Expiration
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This is a calculated field that is not stored in the database.

Expiration Date

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	Batch Expiration Date
	Batch Expiration Date
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This is editable from the Production Batch Record View.

Database Field: ERPx_IMProductionLot.ExpirationDate

Inventory Balance Sheet Account

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	GL Account - Inventory Balance Sheet
	GL Account - Inventory Balance Sheet
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This can be edited from the 'Inventory Balance Sheet' field on the 'GL Accounts' tab of the Item Record View.

Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.InventoryActSK

Is Lot Expired

A Yes/No field to identify if a Lot is expired.

This will display as "Yes" For Lots with a 'Batch Expiration Date' that is <= the current date.
This will display as "No" for Lots without a 'Batch Expiration Date' or for Lots with a 'Batch Expiration Date' that is >= the current date.

This is a calculated field that is not stored in the database.

Item: Description

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	Item ID & Item Description
	Item ID & Item Description
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T

The 'Item ID' and/or the 'Item Description' can be edited from the 'Properties' tab of the Item Record View.

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	Def - Item ID
	Def - Item ID
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Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPh_IMTransactionDetail.ItemSK

Item Class ID

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	Def - Item Class
	Def - Item Class
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Database Fields: ERPx_IMItemClass.ID, ERPx_IMItem.ItemClassSk

Last Effective Actual Cost Change

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	Def - Last Effective Actual Cost Change
	Def - Last Effective Actual Cost Change
nopanel	true

This 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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	Def - Last Effective Market Cost Change
	Def - Last Effective Market Cost Change
nopanel	true

This can only be changed by adding a Market Cost or adding/removing a Market

Cost Layer.Last Effective Standard Cost Change Insert excerptDef - Last Effective Standard Cost ChangeDef - Last Effective Standard Cost Changenopaneltrue This can only be changed by adding a Standard Cost or adding/removing a Standard

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

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	Def - Lot Status
	Def - Lot Status
nopanel	true

Database Fields: ERPx_IMLotBalance.LotStatusEN

Market Cost - Base

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

This

This is a calculated field that can only be edited by adding/editing a 'Market Base Cost'.

Database Fields: ERPx_IMLotCostHistory.MarketCost

where ERPx

where ERPx_IMLotCostHistory.LotCostTypeEN = 3

Market Cost - Layers

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

This

This is a calculated field that can only be edited by adding/editing a 'Market Cost Layer'.

Database Fields: ERPx_IMLotCostHistory.MarketCost

where ERPx

where ERPx_IMLotCostHistory.LotCostTypeEN = 2

Market Cost Rate

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

This is a calculated field that can only be edited by adding/editing a 'Market Cost Layer' or adding/updating a 'Market Base Cost'.

On Hand As Of

Identifies the date that the On Hand Balances are being displayed as of. This column is only populated when the inquiry is run with a value in the "GL Period Activity" Search Option Parameter, and it will be the ending date of the GL Period Specified. This is a calculated field that is not stored in the database.

On Hand Units

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	Units - On Hand
	Units - On Hand
nopanel	true

This column is only populated when the inquiry is run with a value in the "GL Period Activity" Search Option Parameter.

If the item's 'Manage Items By' value is set to:

"Units Only" or "Units and Weight", this field will be populated.
"Weight Only", this field will be blank

On Hand Weight

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	Weight - On Hand
	Weight - On Hand
nopanel	true

This column is only populated when the inquiry is run with a value in the "GL Period Activity" Search Option Parameter.

If the item's 'Manage Items By' value is set to:

"Units Only" or "Units and Weight", this field will be populated.
"Weight Only", this field will be blank

Owner

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	Owner - Inventory Lot
	Owner - Inventory Lot
nopanel	true

This cannot be edited, ownership for an existing Lot can only be changed via a Transfer Transaction.

Insert excerpt

	Def - Owner
	Def - Owner
nopanel	true

Database Field: ERPx_IMLotOwner.OwnerName

Production Batch

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	Production Batch
	Production Batch
nopanel	true

This

This can be edited from the 'Production Batch' field on the Properties tab of the Production Batch Record View.

Insert excerpt

	Def - Production Batch
	Def - Production Batch
nopanel	true

Insert excerpt

	Def - Inventory Lot
	Def - Inventory Lot
nopanel	true

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_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.

Insert excerptDef - SiteDef - Sitenopaneltrue

Database Fields: ERPx_MFSite.SiteID, ERPx_MFSite.SiteID, ERPh_IMTransactionHeader.SiteSK

Site NameDisplays the Site Name

transaction is posted or from the Production Batch Record View at any time.

Database Field: ERPx_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.
Insert excerptDef - SiteDef - Sitenopaneltrue

Database Fields: ERPx_MFSite.SiteName, ERPx_IMLotBalance.SiteSK

Standard Cost - Base Insert excerptDef - Cost - Standard BaseDef - Cost - Standard Basenopaneltrue This is a calculated field that can only be edited by adding/editing a 'Standard Base Cost'.

Database Fields: ERPx_IMLotCostHistory.StandardCost where ERPx_IMLotCostHistory.LotCostTypeEN = 3

Standard Cost - Layers

Record View.

Insert excerpt

	Def -

Cost - Standard Layers

Site
	Def -

Cost - Standard Layers

Site
nopanel	true

This is a calculated field that can only be edited by adding/editing a 'Standard Cost Layer'.

Database Fields: ERPx_

IMLotCostHistory

MFSite.

StandardCost where

SiteID, ERPx_

IMLotCostHistory.LotCostTypeEN = 2Standard Cost Rate

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.

Insert excerpt

	Def -

Cost Rate - Standard

Site
	Def -

Cost Rate - Standard

Site
nopanel	true

This is a calculated field that is not stored in the database. It can only be edited by adding/editing a 'Standard Cost Layer' or adding/updating a 'This

Database Fields: ERPx_MFSite.SiteName, ERPx_IMLotBalance.SiteSK

Storage Begin Date

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	Def - Storage Begin Date
	Def - Storage Begin Date
nopanel	true

This can only be edited on the Warehouse Lot List View.

Database Fields: ERPx_IMWarehouseLot.DtorageRenewalDate

Storage Renewal Day

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	Def - Storage Renewal Day
	Def - Storage Renewal Day
nopanel	true

This can only be edited by editing the 'Storage Begin Date' on the Warehouse Lot List View

Database Fields: ERPx_IMWarehouseLot.DtorageRenewalDay

Unit UOM

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

This column is only populated when the inquiry is run with a value in the "GL Period Activity" Search Option Parameter.

If the item's 'Manage Items By' value is set to:

"Units Only" or "Units and Weight", this field will be populated.
"Weight Only", this field will be blank

Insert excerpt

	Def - UOM
	Def - UOM
nopanel	true

Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.DefaultIMUnitUOMSK

UOM Schedule

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	UOM - Schedule
	UOM - Schedule
nopanel	true

This field comes from the 'UOM Schedule' property on the 'Properties' tab of the Item Record View and is not editable from here.

Database Fields: ERPx_IMItem.UOMScheduleSK, ERPh_IMTransactionDetail.ItemSK

Warehouse Lot

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	Warehouse Lot
	Warehouse Lot
nopanel	true

This

This can be edited from the 'Warehouse Lot' field on the Warehouse Lots List View.

Insert excerpt

	Def - Warehouse Lot
	Def - Warehouse Lot
nopanel	true

Insert excerpt

	Def - Inventory Lot
	Def - Inventory Lot
nopanel	true

Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK

Weight UOM

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

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:

"Weight Only" or "Units and Weight", this field will be populated.
"Units Only", this field will be blank.

Insert excerpt

	Def - UOM
	Def - UOM
nopanel	true

Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.DefaultIMWeightUOMSK

Version	Old Version 4	New Version Current
Changes made by	Tom Williams	Emma Greenwood
Saved on	Nov 23, 2022	Dec 16, 2024

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