The Lot Balances list view displays all inventory lots in NorthScope with their corresponding properties. Inventory lots are composed of the unique combination of Item, Site, Production Batch, Warehouse Lot and Owner.

This list view also contains columns for each Attribute that is set up for the 'Items' attribute type and the 'Production Batches' attribute type. Additionally, this list view also contains columns for each Lot Certification with a certification 'Type' of "Item & Site". Item attributes, Production Batch 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: 20222024.1104.28 12 and newer

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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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Include

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	Inq - Include - Inv
	Inq - Include - Inv
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This is a multi-select standard lookup that is required to return results. It defaults to "Lots with Any Balance". The options available include:

Products with Any Balance - Returns all Items with a non zero amount for the following columns: On Hand, On Hold, Committed Positive, Committed Negative, Quoted Negative, Allocated Positive, Allocated Negative, Available.
Products with Available Balance - Returns all Items with an Available Balance (a non zero positive or negative available balance)
Lot Status - Closed - Returns only items with no On Hand and no Available Balances
Costing Status - Open
Costing Status - Closed

This lookup contains the values in the IncludeInLotBalance Enumeration Class.

Item

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

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	Def - Item Class
	Def - Item Class
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The lookup contains a list of all Item Classes.

Lot Owner

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

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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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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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Mass Update

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	Mass Update - Global 3.0
	Mass Update - Global 3.0
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Lot Holds
- Hold Code: A single-select standard lookup that defaults to "(No Change)", but also contains a list of all Hold Codes configured in Hold Codes Master File and a blank value. Assigns the selected Hold Code to selected/filtered lots when 'Apply' is clicked.
Lot Properties
- Costing Status: A single-select standard lookup that defaults to "(No Change)", but also has options for "Open" and "Closed". Assigns the selected Layer Costing status to selected/filtered lots when 'Apply' is clicked.
- Lot Owner: A single-select standard lookup that defaults to "(No Change)", but also contains a list of all Lot Owners configured in the Lot Owners Master File. Assigns the selected Lot Owner to selected/filtered lots when Apply is clicked.
- Lot Status: A single-select standard lookup that defaults to "(No Change)", but also has options for "Open" and "Closed". Assigns the selected status to selected/filtered lots when Apply is clicked.

More Actions

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	More Actions - Global 3.0
	More Actions - Global 3.0
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IQ: Lot History: Opens the Transaction History - Lot Inquiry and displays the history of posted transactions at the inventory lot level for the selected lot(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 lot(s).
LV: Warehouse Lot: Opens the Warehouse Lot List View for the selected inventory lot.
RV: Item: Opens the Item Master File Record View for the selected item.
RV: Production Batch: Opens the Production Batch Record View for the selected inventory lot.

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

Actual Cost

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	Cost - Actual
	Cost - Actual
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	Def - Cost - Actual
	Def - Cost - Actual
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Database Field: ERPx_IMItem.CurrentCost

Allocated (+)

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	Allocated (+)
	Allocated (+)
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This is a calculated field and not stored in the database.

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	Def - Allocated (+) Balance
	Def - Allocated (+) Balance
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Allocated (-)

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	Allocated (-)
	Allocated (-)
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This is a calculated field and not stored in the database.

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	Def - Allocated (-) Balance
	Def - Allocated (-) Balance
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Available

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	Available Quantity
	Available Quantity
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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.

Batch Comment

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	Batch Comment
	Batch Comment
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This field defaults as blank. This can be edited 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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	Batch Date
	Batch Date
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This defaults to the date the batch was created. 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 value defaults from the 'Site' selected on the Inventory transaction that created the Production Batch. This can be edited from the 'Production Batch Site' field on the Properties tab of the Production Batch record view.

Database Field: ERPx_IMProductionLot.ManufactureSiteSK

Closed By

Identifies the name of user that closed the Lot. It is formatted to be the "logged-in" users [User First Name] + [User Last Name]. This is a system assigned value and is never editable by a user.

Database Field: ERPx_IMLotBalance.ClosedBy

Closed Date

Identifies the date that lot was closed, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user.

Database Field: ERPx_IMLotBalance.ClosedDateTime

Committed (+)

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	Committed (+)
	Committed (+)
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This is a calculated field and not stored in the database.

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	Def - Committed (+) Balance
	Def - Committed (+) Balance
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Committed (-)

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	Committed (-)
	Committed (-)
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This is a calculated field and not stored in the database.

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	Def - Committed (-) Balance
	Def - Committed (-) Balance
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Cost UOM

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	UOM - Cost
	UOM - Cost
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Database Field: ERPx_IMItem.CostUOMSK

Costing Status

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	Def - Lot Costing Status
	Def - Lot Costing Status
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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 field defaults as blank. This can be edited from the 'Country of Origin' tab of the Production Batch record view.

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.

Days Until Expiration

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	Days Until Expiration
	Days Until Expiration
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Expiration Date

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	Batch Expiration Date
	Batch Expiration Date
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Database Field: ERPx_IMProductionLot.ExpirationDate

Hold Code

Displays the name of the Hold Code placed on the lot. This defaults as blank and can be edited by setting the 'Hold Code' field on the Mass Update dialog box launched from the Lot Balances Inquiry list view.

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	Def - Hold Code
	Def - Hold Code
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Database Field: ERPx_IMLotBalanceHold.HoldCodeSK where ERPx_IMLotBalance.LotSK = ERPx_IMLotBalanceHold.LotSK

Is Lot Expired

Identifies 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 blank for Lots without a 'Batch Expiration Date' or for Lots with a 'Batch Expiration Date' that is >= the current date.

Item: Description

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	Item ID & Item Description
	Item ID & Item Description
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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 Fields: ERPX_IMItem.ItemID, ERPX_IMItem.ItemDescription

Lot Status

Displays whether the Inventory Lot is Open or Closed. Displays "Closed" if the Lot has been closed or blank if the Lot is open. When created, inventory lots default as open. This can be edited by setting the 'Lot Status' field on the Mass Update dialog box launched from the Lot Balances Inquiry list view.

Database Field: ERPx_IMLotBalance.StatusSK

Market Cost

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	Cost - Market
	Cost - Market
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	Def - Cost - Market
	Def - Cost - Market
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Database Field: ERPx_IMItem.MarketCost

On Hand

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	On Hand Quantity
	On Hand Quantity
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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.

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	Def - On Hand Balances
	Def - On Hand Balances
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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
	On Hold Quantity
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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.

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	Def - On Hold Balances
	Def - On Hold Balances
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Owner

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	Owner - Inventory Lot
	Owner - Inventory Lot
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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 after the transaction has been Saved.

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	Def - Owner
	Def - Owner
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	Def - Inventory Lot
	Def - Inventory Lot
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Database Field: ERPx_IMLotOwner.OwnerName

Production Batch

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	Production Batch
	Production Batch
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This value defaults from the 'Production Batch' value specified on the Inventory transaction that created the Production Batch. This can be edited from the 'Production Batch' field on the Properties tab of the Production Batch record view. If the inventory lot is committed and the item is not lot tracked, this value will display as "Item Tracked". If the inventory lot is committed and the item is not tracked, this value will display as "Commitments".

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	Def - Production Batch
	Def - Production Batch
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	Def - Inventory Lot
	Def - Inventory Lot
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Database Field: ERPx_IMProductionLot.ProductionLotID

Quoted (-)

Displays the allocated 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.

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	Def - Quoted (-) Balance - Allocated
	Def - Quoted (-) Balance - Allocated
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Received From

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	Received From (Production Batch)
	Received From (Production Batch)
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This field defaults as blank. This can be edited from the 'Received From' tab of the Production Batch Record View.

Site ID

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	Site ID
	Site ID
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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 is not editable after the transaction has been Saved.

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	Def - Site
	Def - Site
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Database Fields: ERPx_MFSite.SiteID, ERPx_IMLotBalance.SiteSK

Site Name

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	Site Name
	Site Name
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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.

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	Def - Site
	Def - Site
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Database Fields: ERPx_MFSite.SiteName, ERPx_IMLotBalance.SiteSK

Standard Cost

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	Cost - Standard
	Cost - Standard
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	Def - Cost - Standard
	Def - Cost - Standard
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Database Field: ERPx_IMItem.StandardCost

Unit UOM

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	UOM - Default IM Units
	UOM - Default IM Units
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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.

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	Def - UOM
	Def - UOM
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Database Field: ERPx_IMLotBalance.UnitsUOMSK

Units - Avail.

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	Units - Available
	Units - Available
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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.

Units - On Hand

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	Units - On Hand
	Units - On Hand
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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".

UOM

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	UOM - Default Reporting
	UOM - Default Reporting
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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.

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	Def - UOM
	Def - UOM
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Database Field: ERPx_IMLotBalance.UnitsUOMSK or ERPx_IMLotBalance.WeightUOMSK

UOM Schedule

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	UOM - Schedule
	UOM - Schedule
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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

Warehouse Lot

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	Warehouse Lot
	Warehouse Lot
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This value defaults from the 'Warehouse Lot' value specified on the Inventory transaction that created the Inventory Lot. This can be edited from the 'Warehouse Lot' field on the Warehouse Lots list view.

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	Def - Warehouse Lot
	Def - Warehouse Lot
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	Def - Inventory Lot
	Def - Inventory Lot
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Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK

Weight - Avail.

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	Weight - Available
	Weight - Available
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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 transaction 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.

Weight - On Hand

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	Weight - On Hand
	Weight - On Hand
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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

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	UOM - Default IM Weight
	UOM - Default IM Weight
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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.

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	Def - UOM
	Def - UOM
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Database Field: ERPx_IMLotBalance.WeightUOMSK

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