| Toolbar Icons | Description |
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| Column Filter Show/Hide | | Insert excerpt |
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| Column Filter Show/Hide - Global |
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| Column Filter Show/Hide - Global |
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| nopanel | true |
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| Excel | | Insert excerpt |
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| Excel - LV 3.0 |
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| Excel - LV 3.0 |
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| nopanel | true |
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| Favorites | | Insert excerpt |
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| Favorites Add/Remove - Global |
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| Favorites Add/Remove - Global |
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| nopanel | true |
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| Group By Show/Hide | | Insert excerpt |
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| Group By Show/Hide - Global |
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| Group By Show/Hide - Global |
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| nopanel | true |
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| Help | | Insert excerpt |
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| Help - Global 3.0 |
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| Help - Global 3.0 |
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| nopanel | true |
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| More Actions | | Insert excerpt |
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| More Actions - Global 3.0 |
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| More Actions - Global 3.0 |
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| nopanel | true |
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- IQ: Item History: Opens the Transaction History - Item Inquiry and displays the history of posted transactions at the item level for the selected item(s). The date range defaults to the past 30 days and if a beginning balance exists outside of the date range, a row will display the beginning balance quantity.
- IQ: Lot History: Opens the Transaction History - Lot Inquiry and displays the history of posted transactions at the inventory lot level for the selected item(s). The date range defaults to the past 30 days and if a beginning balance exists outside of the date range, a row will display the beginning balance quantity.
- LV: Commitments and Allocations: Opens the Commitments and Allocations Inquiry and displays the quantities on unposted transactions for the selected item(s).
- LV: Lot Balance: Opens the Lot Balances List View and displays the inventory lot level balances for the selected item.
- RV: Item: Opens the Item Master File Record View for the selected item.
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| Quick Column Filter | | Insert excerpt |
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| Quick Column Filter |
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| Quick Column Filter |
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| nopanel | true |
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| Refresh | | Insert excerpt |
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| Refresh - Global 3.0 |
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| Refresh - Global 3.0 |
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| nopanel | true |
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| Saved Layouts | | Insert excerpt |
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| Column Layouts for Framework 3.0 - Global |
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| Column Layouts for Framework 3.0 - Global |
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| nopanel | true |
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| Search Options | | Insert excerpt |
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| Search Options - Inquiry Grid 3.0 |
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| Search Options - Inquiry Grid 3.0 |
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| nopanel | true |
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| Fields | Description |
| Actual Cost | | Insert excerpt |
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| Cost - Actual |
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| Cost - Actual |
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| nopanel | true |
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If an item has multiple lots with different costs, the most recent cost will be displayed.
| Insert excerpt |
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| Def - Cost - Actual |
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| Def - Cost - Actual |
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| nopanel | true |
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Database Field: ERPx_IMItem.CurrentCost |
Allocated (+)
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| Allocated (+) |
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| Allocated (+) |
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| nopanel | true |
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This is a calculated field and not stored in the database.
| Insert excerpt |
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| Def - Allocated (+) Balance |
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| Def - Allocated (+) Balance |
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| nopanel | true |
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| Allocated (-) | | Insert excerpt |
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| Allocated (-) |
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| Allocated (-) |
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| nopanel | true |
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This is a calculated field and not stored in the database.
| Insert excerpt |
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| Def - Allocated (-) Balance |
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| Def - Allocated (-) Balance |
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| nopanel | true |
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| Available | | Insert excerpt |
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| Available Quantity |
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| Available Quantity |
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| nopanel | true |
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This can be edited when units or weight for an item on an inventory transaction has been entered or units or weight for an item on a sales order has been committed or allocated. This is a calculated field and not stored in the database. The Available balance is calculated as:
[On Hand] - [On Hold (-)] + [Committed (+)] - [Committed (-)] + [Allocated (+)]- [Allocated (-)] - [Quoted (-)] Note: Each of the Inventory Transactions and Sales Quote transactions can be conditionally included/excluded from the Available balances based on the "Include open ### transactions in Available balances" Inventory Preference. If the preference is set to "Yes", Inventory Transactions will be included in Committed and Allocated balances, and Quotes will be included in the Quoted balances and used to update the Available balances. If they are set to "No", they will not be included in Committed, Allocated and Quoted balances, so they will not update Available balances. Additionally, for Production Order Outputs/Inputs and unreceived Purchase Order quantities, these can be conditionally included/excluded from the Available balances based on the "First status to include ##### in Available balances" Inventory Preferences. If the transaction is set to a status equal to or greater than the Preference value, and is not in a status of Closed and not set to "Do Not Include", they will be used to update the Available balances, otherwise if the status is set to a value less than the Preference value, they will not be used to update Available balances. |
Committed (+)
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| Committed (+) |
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| Committed (+) |
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| nopanel | true |
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This is a calculated field and not stored in the database.
| Insert excerpt |
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| Def - Committed (+) Balance |
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| Def - Committed (+) Balance |
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| nopanel | true |
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| Committed (-) | | Insert excerpt |
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| Committed (-) |
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| Committed (-) |
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| nopanel | true |
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This is a calculated field and not stored in the database.
| Insert excerpt |
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| Def - Committed (-) Balance |
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| Def - Committed (-) Balance |
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| nopanel | true |
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| Cost UOM | | Insert excerpt |
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| UOM - Cost |
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| UOM - Cost |
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| nopanel | true |
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Database Field: ERPx_IMItem.CostUOMSK |
| Item: Description | | Insert excerpt |
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| Item ID & Item Description |
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| Item ID & Item Description |
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| nopanel | true |
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This comes from and can be edited from the 'Item Description' field on the 'Properties' tab of the Item record view.
Database Field: ERPX_IMItem.ItemID, ERPX_IMItem.ItemDescription |
| Lot Tracked | | Insert excerpt |
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| Lot Tracked |
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| Lot Tracked |
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| nopanel | true |
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This comes from the 'Lot Tracked' property on the 'Properties' tab of the Item record view. This field is not editable.
Database Field: ERPX_IMItem.TrackMethodEN |
| Market Cost | | Insert excerpt |
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| Cost - Market |
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| Cost - Market |
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| nopanel | true |
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If an item has multiple lots with different costs, the most recent cost will be displayed.
| Insert excerpt |
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| Def - Cost - Market |
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| Def - Cost - Market |
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| nopanel | true |
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Database Field: ERPx_IMItem.MarketCost |
| On Hand | | Insert excerpt |
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| On Hand Quantity |
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| On Hand Quantity |
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| nopanel | true |
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This can be edited when units or weight for an item on an inventory transaction has been Posted or units or weight for an allocated item on a sales order has been Posted. This is a calculated field and not stored in the database.
| Insert excerpt |
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| Def - On Hand Balances |
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| Def - On Hand Balances |
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| nopanel | true |
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Note: For companies that want unposted Sales Orders to update the On Hand balances as soon as they are marked as Shipped, they can set the "Include Shipped & Approved Sales Orders in On Hand balances" Inventory Preference to "Yes". |
On Hold (-)
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| On Hold Quantity |
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| On Hold Quantity |
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| nopanel | true |
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When a lot is placed On Hold, the On Hold balance is taken from the Available balance. The On Hold balance is increased by the entire lot's On Hand balance (not the item's On Hand balance). The On Hold balance is decreased when the lot is removed from on hold and the amount is added back to the Available balance. This is a calculated field and not stored in the database.
| Insert excerpt |
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| Def - On Hold Balances |
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| Def - On Hold Balances |
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| nopanel | true |
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| Owner | | Insert excerpt |
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| Owner - Item |
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| Owner - Item |
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| nopanel | true |
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This comes from the 'Owner' field for a line item on the Items grid on an Inventory transaction. This is not editable.
| Insert excerpt |
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| Def - Owner |
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| Def - Owner |
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| nopanel | true |
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| Insert excerpt |
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| Def - Inventory Lot |
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| Def - Inventory Lot |
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| nopanel | true |
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Database Field: ERPx_IMLotOwner.OwnerName |
| Quoted (-) | Displays the requested quantity to be subtracted from the Available balance for an Inventory Lot or Item. This is a calculated field and not stored in the database. | Insert excerpt |
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| Def - Quoted (-) Balance - Ordered |
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| Def - Quoted (-) Balance - Ordered |
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| nopanel | true |
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| Site ID | | Insert excerpt |
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| Site ID |
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| Site ID |
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| nopanel | true |
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This defaults 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 field is not editable after the transaction has been Saved.
| Insert excerpt |
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| Def - Site |
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| Def - Site |
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| nopanel | true |
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Database Fields: ERPx_MFSite.SiteID, ERPx_IMLotBalance.SiteSK
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| Site Name | | Insert excerpt |
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| Site Name |
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| Site Name |
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| nopanel | true |
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This field defaults 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 field is not editable after the transaction has been Saved.
| Insert excerpt |
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| Def - Site |
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| Def - Site |
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| nopanel | true |
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Database Fields: ERPx_MFSite.SiteName, ERPx_IMLotBalance.SiteSK |
| Standard Cost | | Insert excerpt |
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| Cost - Standard |
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| Cost - Standard |
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| nopanel | true |
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If an item has multiple lots with different costs, the most recent cost will be displayed. | Insert excerpt |
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| Def - Cost - Standard |
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| Def - Cost - Standard |
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| nopanel | true |
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| Units - Avail. | | Insert excerpt |
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| Units - Available |
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| Units - Available |
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| nopanel | true |
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This can be edited when units for an item on an inventory transaction has been entered or units for an item on a sales transaction have been committed, allocated or quoted. The Available Units balance is calculated as [On Hand Units] - [On Hold] - [Committed] - [Allocated] - [Quoted] + any balances from open transactions. This is a calculated field and not stored in the database.
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| Units - On Hand | | Insert excerpt |
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| Units - On Hand |
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| Units - On Hand |
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| nopanel | true |
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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.
Note: For companies that want unposted Sales Orders to update the On Hand balances as soon as they are marked as Shipped, they can set the "Include Shipped & Approved Sales Orders in On Hand balances" Inventory Preference to "Yes". |
| Unit UOM | | Insert excerpt |
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| UOM - Default IM Units |
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| UOM - Default IM Units |
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| nopanel | true |
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This field comes from and can be edited from the 'Inventory Unit UOM' property on the 'Properties' tab of the Item record view.
| Insert excerpt |
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| Def - UOM |
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| Def - UOM |
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| nopanel | true |
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Database Field: ERPX_IMItem.DefaultIMUnitUOMSK |
| UOM | | Insert excerpt |
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| UOM - Default Reporting |
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| UOM - Default Reporting |
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| nopanel | true |
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This field comes from and can be edited from the 'Default Reporting UOM' property on the 'Properties' tab of the Item record view.
Database Field: ERPX_IMItem.DefaultIMUnitUOMSK or ERPX_IMItem.DefaultIMWeightUOMSK
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| UOM Schedule | | Insert excerpt |
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| UOM - Schedule |
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| UOM - Schedule |
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| nopanel | true |
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This field comes from and can be edited from the 'UOM Schedule' property on the 'Properties' tab of the Item record view.
Database Field: ERPX_IMItem.UOMScheduleSK |
| Weight - Avail. | | Insert excerpt |
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| Weight - Available |
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| Weight - Available |
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| nopanel | true |
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This can be edited when weight for an item on an inventory transaction has been entered or weight for an item on a sales order have been committed, allocated or quoted. The Available Weight balance is calculated as [On Hand Weight] - [On Hold] - [Committed] - [Allocated] - [Quoted]+ any balances from open transactions.This is a calculated field and not stored in the database.
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| Weight - On Hand | | Insert excerpt |
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| Weight - On Hand |
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| Weight - On Hand |
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| nopanel | true |
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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.
Note: For companies that want unposted Sales Orders to update the On Hand balances as soon as they are marked as Shipped, they can set the "Include Shipped & Approved Sales Orders in On Hand balances" Inventory Preference to "Yes". |
| Weight UOM | | Insert excerpt |
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| UOM - Default IM Weight |
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| UOM - Default IM Weight |
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| nopanel | true |
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This field comes from and can be edited from the 'Inventory Weight UOM' property on the 'Properties' tab of the Item record view.
| Insert excerpt |
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| Def - UOM |
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| Def - UOM |
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| nopanel | true |
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Database Field: ERPX_IMItem.DefaultIMWeightUOMSK |
This list view 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 column layout. Item attributes are not included in the help documentation.