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 Batch, Warehouse Lot and Owner.

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

Software Version: 2020.08.28 and newer

Table of Contents

type	flat

Page Header

Search

...

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 Batch, Warehouse Lot and Owner.

This inquiry also contains columns for each Attribute that 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 the default view but 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

type	flat

Page Header

Search

This is a multi-select load on demand lookup that is required to include one or more Sites in the search results. It defaults to all 'Active' Sites.

The lookup contains a list of all Sites.

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

Search Options

Description

As Of Date

Insert excerpt

	Inq - As Of Date
	Inq - As Of Date
nopanel	true

This is a date picker that is required to return results. It defaults to the current date.

Item

Insert excerpt

	Inq - Item
	Inq - Item
nopanel	true

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
nopanel	true

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
nopanel	true

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 standard lookup that is not required to return results. It defaults as blank.

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	Def - Owner
	Def - Owner
nopanel	true

The lookup contains a list of all Lot Owners.

Search

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	Search - Search Options
	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 standard lookup that is not required to return results. It defaults as blank.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

The lookup contains a list of all Lot Ownersactive Sites.

Toolbar Icons

Description

Saved Search OptionsSummarize By

Column Filter

Insert excerpt

Search Options for Framework 3.0 - Global

nopanel

true

Site

Insert excerpt

Inq - Site

nopanel

true

Insert excerpt

Def - Site

nopanel

true

Summarize By

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Inq - Summarize By

nopanel

true

Header Toolbar

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

Saved Searches

Insert excerpt

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

Page Detail

Favorites Add/Remove Favorites Add/Remove Refresh - Global 3.0 Displays the date on which the Production Patch was produced. This can be edited from the 'Batch Date 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 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.

This can be edited from the 'Item Description' property on the 'Properties' tab of the Item Record View.

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
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Favorites

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

Group By Show/Hide

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Column Filter

	Group By Show/Hide - Global

Column Filter

	Group By Show/Hide - Global
nopanel	true

ExcelHelp

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Excel

	Help -

LV

Global 3.0

Excel

	Help -

LV

Global 3.0
nopanel	true

Favorites

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

Group By Show/HideSaved Layouts

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Group By Show/Hide

	Column Layouts for Framework 3.0 - Global

Group By Show/Hide

	Column Layouts for Framework 3.0 - Global
nopanel	true

HelpSearch Options

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Help

	Search Options -

Global

Inquiry Grid 3.0

Help

	Search Options -

Global

Inquiry Grid 3.0
nopanel	true

Quick Filter

Fields

Description

Actual Cost

Quick Filter

nopanel

true

Refresh

Insert excerpt

Refresh - Global 3.0

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

Quick Filter

Actual Cost

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

Saved Column Layouts

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Column Layouts for Framework 3.0 - Global

nopanel

true

Fields

Description

Displays the Actual Cost, which is the sum of Actual Base Cost and Actual Layer Costs, assigned to the lotDatabase 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 Search Options.

Database Fields: ERPx_IMTransactionHeader.TransactionDate, ERPx_SOorderHeader.OrderDate

Cost Group

Displays the cost group attached to the item. 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

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

Insert excerpt

	Def - Cost

- Actual

Group
	Def - Cost

- Actual

Group
nopanel	true

Database Field: ERPx_

IMLotCostHistory

IMCostGroup.

Cost

CostGroupID

As Of Date Produced

Identifies Displays the cutoff transaction date to view Inventory balances that occur on and before this dateon which the Production Patch was produced. This can be edited from the 'As Of Batch Date' in the Search Options.

Database Fields: ERPx_IMTransactionHeader.TransactionDate, ERPx_SOorderHeader.OrderDate

Cost Group

Displays the cost group attached to the item

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 calculated as [Actual Cost] * [On Hand Unit/Weight]. This can be edited from the 'Cost Group' property on the 'Properties' tab of the Item Record View.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

Group

- Actual
	Def - Cost

Group

- Actual
nopanel	true

Database Field: ERPx_IMCostGroup.CostGroupID

Date Produced

On Hand Units are used in the calculation when the 'Cost UOM' field on the 'Properties' tab of the

Extended Actual Cost

Displays the Extended Actual Cost, which is calculated as [Actual Cost] * [On Hand Unit/Weight]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 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 -

Actual

Market
	Def - Cost -

Actual

Market
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 the Extended Market Cost, whichever is lower

Market Cost, 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.

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	Def - Cost -

Standard

Market
	Def - Cost -

Standard

Market
nopanel	true

Insert excerpt

Def - Cost - Market

nopanel

true

Extended Standard Cost

Displays the Extended Market Standard Cost, which is calculated as [Market Standard 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 -

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 Cost

Displays the Extended Standard Cost, which is calculated as [Standard Cost] * [On Hand Unit/Weight]UOM.

Item

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

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 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

. 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

nopanel
	Def - Cost - Standard
	Def - Cost - Standard

true

Item

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Item ID & Item Description

nopanel

true

	true

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	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 - Market
	Def - Cost - Market
nopanel	true

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 excerptDef - Cost - StandardDef - Cost - Standardnopaneltrue Insert excerptDef - Cost - MarketDef - Cost - Marketnopaneltrue

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

On Hand Units Insert excerptUnits - On HandUnits

IMLotCostHistory.MarketCost

On Hand Units

Insert excerpt

	Units - On Hand
	Units - On Hand
nopanel	true

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

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 - Owner
	Def - Owner
nopanel	true

Database Field: ERPx_IMLotOwner.OwnerName

Production Batch

Insert excerpt

	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 - Production Batch
	Def - Production Batch
nopanel	true

Insert excerpt

	Def - Inventory Lot
	Def - 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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