The purpose of 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 '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 to a saved layout. Item attributes Attributes are not included in the help documentation.
Software Version: 20202024.0812.28 16 and newer
| Table of Contents | ||
|---|---|---|
|
...
| Search Options | Description | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| As Of Date |
| ||||||||||||||||
| Item |
The lookup contains a list of all Items in the Items master file. | ||||||||||||||||
| Item Class |
The lookup contains a list of all Item Classes. | ||||||||||||||||
| Lot Owner |
The lookup contains a list of all Lot Owners. | ||||||||||||||||
| Search |
| ||||||||||||||||
| Site |
The lookup contains a list of all active Sites. | ||||||||||||||||
| Summarize By |
The lookup contains the following options:
| ||||||||||||||||
| Saved Search OptionsSearches |
|
...
| Toolbar Icons | Description | ||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Column Filter Show/Hide |
| ||||||||||||||||||||||||
| Excel |
| ||||||||||||||||||||||||
| Favorites |
| ||||||||||||||||||||||||
| Group By Show/Hide |
| ||||||||||||||||||||||||
| Help |
| ||||||||||||||||||||||||
| Quick Column Filter |
| ||||||||||||||||||||||||
| Refresh |
| ||||||||||||||||||||||||
| Saved Column Layouts |
| ||||||||||||||||||||||||
| Search Options |
| ||||||||||||||||||||||||
| 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.
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 Search 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.
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 calculated as [Actual 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.
| ||||||||||||||||||||||||
| 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.
| ||||||||||||||||||||||||
| Extended Market Cost | Displays the Extended 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.
| ||||||||||||||||||||||||
| Extended Standard Cost | Displays the Extended Standard Cost, which is calculated as [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.
| ||||||||||||||||||||||||
| Item |
| Item |
Item ID & Item Description | Item ID & Item Description | nopanel | true | Database Field: ERPx_IMItem.ItemDescription
| ||||||||||||||||||
| 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.
Database Field: ERPx_ IMItem.ItemDescription
IMLotCostHistory.StandardCost or ERPx_IMLotCostHistory.MarketCost | ||||||||||||||||||||||||
| Market Cost | Displays either the Standard Market Cost or , which is the sum of Market Base Cost , whichever is lowerand 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.
Database Field: ERPx_IMLotCostHistory.MarketCost | ||||||||||||||||||||||||
| On Hand Units | On Hand Units | ||||||||||||||||||||||||
| Insert excerpt | Units - On Hand | UnitsDef - Cost - Market
| Def - Cost - Market |
Units - On Hand Units - On Hand nopanel true
Database Field: ERPx_IMLotCostHistory.StandardCost or ERPx_IMLotCostHistory.MarketCost
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.
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.
This can be updated when Insert excerpt Weight - On Hand Weight - On Hand nopanel true
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.
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 Owner - Inventory Lot Owner - Inventory Lot nopanel true
Insert excerpt Def - Owner Def - Owner nopanel true
Database Field: ERPx_IMLotOwner.OwnerName
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 Production Batch Production Batch nopanel true
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
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 Site ID Site ID nopanel true
Insert excerpt Def - Site Def - Site nopanel true
Database Fields: ERPx_MFSite.SiteID, ERPx_IMLotBalance.SiteSK
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
This field can be edited from the 'Inventory Unit UOM' property on the 'Properties' tab of the Item record view. Insert excerpt UOM - Default IM Units UOM - Default IM Units nopanel true
Insert excerpt Def - UOM Def - UOM nopanel true
Database Field: ERPX_IMItem.DefaultIMUnitUOMSK
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 Warehouse Lot Warehouse Lot nopanel true
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
This field can be edited from the 'Inventory Weight UOM' property on the 'Properties' tab of the Item record view.Insert excerpt UOM - Default IM Weight UOM - Default IM Weight nopanel true
Insert excerpt Def - UOM Def - UOM nopanel true
Database Field: ERPx_IMLotBalance.WeightUOMSK
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
...