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The Commitments and Allocations inquiry displays details of lots that have been allocated or are committed on other unposted Sales and Inventory transactions. This represents the details of the summarized Allocation and Commitment values in the Item and Lot Balance Inquiries. This inquiry can be accessed from the Inquiries page or from the Item Balances Inquiry and Lot Balances Inquiry List Views by selecting a one or more line item(s) and clicking "View Commitments and Allocations" toolbar icon.

Image Modified The grid 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.

Software Version: 20222024.0804.26 12 and newer

Table of Contents

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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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Item

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	Item ID & Item Description
	Item ID & Item Description
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This is a multi-select standard lookup that is 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.

Site

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	Inq - Site
	Inq - Site
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This is a multi-select standard lookup that is 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.

Saved Searches

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	Search Options for Framework 3.0 - Global
	Search Options for Framework 3.0 - Global
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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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More Actions

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	More Actions - Global 3.0
	More Actions - Global 3.0
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LV: Warehouse Lot - Opens the Warehouse Lot List View, in a new tab, filtered for the selected record's Warehouse Lot.
RV: Item - Opens the Item Record View, in a new tab, for a selected Item.
RV

Order - Opens the Sales Order Record View, in a new tab, for a selected record with a Transaction Type of: SO Shipment or SO Return.RV

: Production Batch - Opens the Production Batch Record View, in a new tab, filtered for the selected record's Production Batch.
RV: Transaction - Opens the appropriate

inventory

transaction record view, in a new tab, for a selected record with a Transaction Type of: Adjustment, Production, Production Order, Receipt, Transfer,

or

Transfer Receipt, Purchase Order, Sales Order, or Sales Return.

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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Allocated (+)

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	Allocated (+)
	Allocated (+)
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	Def - Allocated (+) Balance
	Def - Allocated (+) Balance
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Database Fields: ERPx_IMTransactionDetail.EffectOnInventoryUnits or ERPx_IMTransactionDetail.EffectOnInventoryWeight

Allocated (-)

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	Allocated (-)
	Allocated (-)
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	Def - Allocated (-) Balance
	Def - Allocated (-) Balance
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Database Fields: ERPx_IMTransactionDetail.EffectOnInventoryUnits or ERPx_IMTransactionDetail.EffectOnInventoryWeight

Committed (+)

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	Committed (+)
	Committed (+)
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	Def - Committed (+) Balance
	Def - Committed (+) Balance
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Database Fields: ERPx_IMTransactionDetail.EffectOnInventoryUnits or ERPx_IMTransactionDetail.EffectOnInventoryWeight

Committed (-)

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	Committed (-)
	Committed (-)
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	Def - Committed (-) Balance
	Def - Committed (-) Balance
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Database Fields: ERPx_IMTransactionDetail.EffectOnInventoryUnits or ERPx_IMTransactionDetail.EffectOnInventoryWeight

Customer Name

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	Customer Name
	Customer Name
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Identifies the name of the customer assigned to the sales transaction. This field comes from the 'Customer Name' property on the Properties tab of the Customer record view.

Note: This is only displayed for Transaction Types 'Order' and 'Return'.

Database Fields: ERPx_ARCustomer.CustomerName, ERPx_SOOrderHeader.CustomerSK

Days until Expiration

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	Days Until Expiration
	Days Until Expiration
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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, ERPx_IMTransactionDetail.ItemSK, ERPx_SOOrderItem.ItemSK

PO#

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	Purchase Order
	Purchase Order
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Displays the Purchase Order number that was entered on the Inventory Receipt transaction or Sales transaction. This field comes from and can be edited from the 'Purchase Order' field on the Home tab of the Receipt transaction record view or Sales Order record view while the transaction is in a Status of 'New'.

Note: This is only displayed for Transaction Type 'Receipt' or 'Order'.

Database Field: ERPx_IMTransactionHeader.PONumber, ERPx_SOOrderHeader.PurchaseOrder

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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Salesperson - Inside

Identifies the Inside Salesperson associated with the transaction. This can be edited from the 'Salesperson - Inside Sales' field on the Properties tab of the transaction record view.

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	Def - Salesperson
	Def - Salesperson
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	Def - Salesperson - Inside
	Def - Salesperson - Inside
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Database Fields: ERPx_SOSalesperson.SalespersonName, ERPx_SOOrderHeader.InsideSalespersonSK

Salesperson - Outside

Identifies the Outside Salesperson associated with the transaction. This can be edited from the 'Salesperson - Outside Sales' field on the Properties tab of the transaction record view.

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	Def - Salesperson
	Def - Salesperson
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	Def - Salesperson - Outside
	Def - Salesperson - Outside
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Database Fields: ERPx_SOSalesperson.SalespersonName, ERPx_SOOrderHeader.OutsideSalespersonSK

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/Return 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_IMTransactionHeader.SiteSK, ERPx_SOOrderHeader.SiteSK

Transaction ID

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	Transaction ID
	Transaction ID
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This value is system generated when the transaction is created and is not editable.

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	Def - Transaction ID
	Def - Transaction ID
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Database Fields: ERPx_IMTransactionHeader.TransactionID, ERPx_SOOrderHeader.OrderID

Transaction Status

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	Status
	Status
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This can be edited from the 'Status' field on the 'Home' tab of the inventory transaction record view or the sales order record view. This is always editable while the inventory transaction or sales order/return has not been posted.

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	Def - Status
	Def - Status
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The Statuses that apply to transactions in this inquiry include:

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	Def - Status - New
	Def - Status - New
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	Def - Status - Released
	Def - Status - Released
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	Def - Status - Approved
	Def - Status - Approved
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Database Fields: ERPx_IMTransactionStatus.TransactionStatusName, ERPx_IMTransactionHeader.TransactionStatusSK, ERPx_SOOrderStatus.OrderStatusName, ERPx_SOOrderHeader.OrderStatusSK

Transaction Type

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	Transaction Type
	Transaction Type
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This comes from the 'Transaction Type' property on the 'Properties' tab of the Transaction Class Record View for the associated transaction. This is not editable after the Transaction Class has been saved.

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	Def - Transaction Types
	Def - Transaction Types
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Database Fields: ERPx_IMTransactionType.TransactionTypeDescription, ERPx_SOOrderType.OrderTypeName, ERPx_IMTransactionHeader.TransactionTypeSK, ERPx_SOOrderHeader.OrderTypeSK

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_IMItem.DefaultReportingUOMSK

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_IMTransaction.WarehouseLotSK

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Version	Old Version 34	New Version Current
Changes made by	Emma Greenwood	Emma Greenwood
Saved on	Aug 31, 2022	Apr 12, 2024

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