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The purpose of the Find Items page is to assign items, quantities, and prices to Sales Orders. When the page opens, all items that have been setup as a "Favorite" will be displayed, making data entry faster. However, if there are no favorites setup or you wish to order an item that is not a favorite, you can enter any part of the Item ID or Item Description in the Search box and either click the 'Refresh' icon or press the Enter key to populate the grid with the items matching your parameters.  

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All items that have been ordered, and their quantities & prices, are shown an the 'Order Summary' tab. Important Customer information is shown on the 'Customer Info' tab. 

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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Items Grid

Toolbar Icons
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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Go to Order
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Go to Order - RV Header 3.0
Go to Order - RV Header 3.0
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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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  • IQ Lot Balances: Opens the Lot Balances Inquiry in a new tab/window for the selected Item(s) for the corresponding Site(s).  If no Item(s) is selected the inquiry opens filtered for all Items for the corresponding Site(s). Note: This option is only visible from the Find Items with Balances page. 
  • IQ: Sales Item History: Opens the Sales Item History Inquiry in a new tab/window for the selected Item(s) ordered on posted sales transactions in the past 90 days for the corresponding Customer.  If no Item(s) is selected the inquiry opens filtered for all Items for the associated customer. 
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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Fields
Actual Cost

Displays the Actual Cost assigned to the item or lot. This is a non-editable text box that is not required. It defaults as "0.00000". If there is an Actual Cost associated with the item, this field is calculated as [Quantity] x [Actual Cost], where Quantity comes from the 'Cost UOM' of a single unit (or weight equivalent) on the 'Properties' tab of the Item Record View. For example, if the 'Cost UOM' of an item is "Cases", then the calculated Actual Cost would be [1] x [Actual Cost]. If the 'Cost UOM' of an item is "Lbs", then the calculated Actual Cost would be [Weight per 1 unit] x [Actual Cost]. It is editable from the 'Actual Cost' field on the 'Properties' tab of the Item Record View.

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

Extended Amount
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Amount - Extended
Amount - Extended
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This is a non-editable text box that is not required.It defaults as "0.00". It is calculated as [Units or Weight Quantity] x [Price], where the Units or Weight Quantity is based on the 'Price UOM' field. It can be edited by updating the 'Units', 'Weight', 'Price' or 'Price UOM' fields. This is a calculated field and not stored in the database.
Invoice Description

Identifies the Item ID and Sales Invoice Description. This is a non-editable text box that is required.

This defaults from the 'Item ID' and 'Sales Invoice Description' fields on the 'Properties' tab of the Item Record View. However, if a 'Customer Item ID' and/or 'Customer Item Description' has been setup for the item in the 'Favorites' tab of the Customers or Customer Addresses Record View, then this field will display them.

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Def - Item ID
Def - Item ID
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Def - Sales Invoice Description
Def - Sales Invoice Description
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Database Field: ERPx_IMItem.ItemID:SalesInvoiceDescription

Item: Description

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Item ID & Item Description
Item ID & Item Description
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This is a non-editable text box that is required. It defaults from and can be edited from the 'Item ID' and 'Item Description' fields on the 'Properties' tab of the Item Record View.

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Def - Item ID
Def - Item ID
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Database Field: ERPx_IMItem.ItemID:ItemDescription

Gross margin Pct.

Identifies the percent margin of the item by comparing the Price with the Actual Cost. This is a non-editable text box that is not required. This field defaults to "0.0000". It is calculated as (([Price] - [Actual Cost]) / [Price]) * 100 when the page is refreshed with ordered quantities for an item. This field can be updated by editing the 'Price' field on this page. This field is not stored in the database.

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Def - Gross Margin Pct.
Def - Gross Margin Pct.
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Price

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Price
Price
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This is a numeric text box that is not required. For new Orders, prices are assigned in the following hierarchy:

  1. If there is one or more Price Lists assigned to the Customer Ship-to Address, then find the 1st instance of the Item with a valid Price List Effective Date and use that price. If the item cannot be found with a valid Price List Effective Date then set the Price at 0.00.
  2. If there is one or more Price Lists assigned to the Customer, then find the 1st instance of the Item with a valid Price List Effective Date and use that price. If the item cannot be found with a valid Price List Effective Date then set the Price at 0.00.
  3. Defaults as "0.00".

For existing Orders the price defaults from the 'Current Price' field on the 'Sales_Order_Items' tab of the Price List Record View. This field is always editable.

Database Field: ERPx_SOOrderItem.ItemPrice

Price UOM

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UOM - Price
UOM - Price
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This is a single-select standard lookup that is not required. If the item is on a Price List, it defaults from the 'Price UOM' field on the 'Sales_Order_Items' tab of the Price List Record View. Else if the item is not on a Price List, then it defaults from the 'Default Price UOM' field on the 'Properties' tab of the Item Record View. This field is always editable.

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Def - UOM
Def - UOM
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This lookup contains the selected 'Units UOM' value and the selected 'Weight UOM' value for the item.

Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.DefaultSOPriceUOMSK

Site

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Site ID
Site ID
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 This is a non-editable text box that is required. This defaults from the selected 'Ship From Site' field on the Select Ship-To Record View. This is never editable.

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Def - Site
Def - Site
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Database Fields: ERPx_MFSite.SiteID, ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK

Units

Identifies the number of ordered units for the line item, formatted to the Item's 'Unit Decimals'. This is a numeric text box that is sometimes required, depending on the item type, to add the item to the transaction. This field is disabled and not required if the item's 'Manage Items By' property is "Weight Only". It defaults as 0 and is always editable if it is enabled

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Def - Units- Inventory Calculations
Def - Units- Inventory Calculations
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(lightbulb) When Units go from one value to another on an item that is variable weight and requires whole units, Weight is not recalculated if the item's 'Allow Variable Ordered Qty' property is set to "Yes". Else, if the property is set to "No", then Weight will be recalculated.

Database Field: ERPx_SOOrderItem.OrderedUnits

Units UOM

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UOM - Units
UOM - Units
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This is a single-select standard lookup that is sometimes required. If the item is managed by "Weight Only", then this field defaults as blank and is disabled. If the item is on a Price List, then it defaults from the Price List. Else if the item is not on a Price List, then it defaults from the 'Sales Order Unit UOM' field on the 'Properties' tab of the Item Record View. This field is always editable if it is enabled.

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Def - UOM
Def - UOM
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This lookup contains all 'Active' Unit UOMs on the selected Item's UOM Schedule.

Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK

Units - Avail.

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Units - Available
Units - Available
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This column is only populated when this page is opened from the "Find Items with Balances" option.

Units - On Hand

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Units - On Hand
Units - On Hand
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This column is only populated when this page is opened from the "Find Items with Balances" option.

Units - Quoted

Displays the number of units that have been requested (ordered) on a Quote transaction. 

This column is only populated when this page is opened from the "Find Items with Balances" option.

Weight

Identifies the ordered weight for the line item, formatted to the Item's 'Weight Decimals'. This is a numeric text box that is sometimes required to add the item to the transaction. This field is disabled and not required if the item's 'Manage Items By' property is "Units Only". This field is also disabled if the item's 'Allow Variable Ordered Qty' property is set to "No". This defaults as 0 and is always editable if it is enabled.

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Def - Weight - Inventory Calculations
Def - Weight - Inventory Calculations
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(lightbulb) If the item's Manage Items By' property is "Units and Weight" and the 'Allow Variable Ordered Quantity' property is set to "No", this field will always be disabled. Entering a quantity in the 'Ord. Units' text box will automatically populate the 'Ord. Weight' field based on the item's UOM schedule setup.

Database Field: ERPx_SOOrderItem.OrderedWeight

Weight UOM

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UOM - Weight
UOM - Weight
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This is a single-select standard lookup that is sometimes required. If the item is managed by "Units Only", then this field defaults as blank and is disabled. If the item is on a Price List, then it defaults from the Price List. Else if the item is not on a Price List, then it defaults from the 'Sales Order Weight UOM' field on the 'Properties' tab of the Item Record View. This field is always editable if it is enabled.

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Def - UOM
Def - UOM
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This lookup contains all 'Active' Weight UOMs on the selected Item's UOM Schedule.

Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK

Weight - Avail.

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Weight - Available
Weight - Available
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This column is only populated when this page is opened from the "Find Items with Balances" option.

Weight - On Hand

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Weight - On Hand
Weight - On Hand
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This column is only populated when this page is opened from the "Find Items with Balances" option.

Weight - Quoted

Displays the weight of the item that has been requested (ordered) on a Quote transaction. 

This column is only populated when this page is opened from the "Find Items with Balances" option.


Order Summary Tab

Fields
Description
Alloc. Units 

Displays the allocated units for the line item. This is a non-editable text box that is not required. If this page was launched from an existing Order, it defaults from the 'Alloc. Units' from the item on the Items grid on the Sales Transaction Record View. If this page was opened for a new Order, it defaults as "0.00". This field is for information only and never editable.

Database Field: ERPx_SOOrderHeader.AllocatedUnits

Alloc. Weight

Displays the allocated weight for the line item. This is a non-editable text box that is not required. If this page was launched from an existing Order, it defaults from the 'Alloc. Weight' from the item on the Items grid on the Sales Transaction Record View. If this page was opened for a new Order, it defaults as "0.00". This field is for information only and never editable.

Database Field: ERPx_SOOrderHeader.AllocatedWeight

Item

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Item ID & Item Description
Item ID & Item Description
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This is a non-editable text box that is required. It defaults from the saved item(s) on the sales transaction. This field can be edited from the 'Item Description' field on the 'Properties' tab of the Item Record View.

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Def - Item ID
Def - Item ID
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Database Fields: ERPx_IMItem.ItemDescription, ERPx_SOOrderItem.OrderItemSK

Ord. Units

Displays the ordered units for the line item. This is a non-editable text box that is not required. If this page was launched from an existing Order, it defaults from the 'Ord. Units' from the item on the Items grid on the Sales Transaction Record View. If this page was opened for a new Order, it defaults as "0.00" and is updated as users add items with quantities from the Find Items grid and add them to the order, but clicking Refresh or clicking in the Search box on the Filters tab and pressing Enter. This field is for information only and never editable.

Database Field: ERPx_SOOrderItem.OrderedUnits

Ord. Weight

Displays the ordered weight for the line item. This is a non-editable text box that is not required. If this page was launched from an existing Order, it defaults from the 'Ord. Weight' from the item on the Items grid on the Sales Transaction Record View. If this page was opened for a new Order, it defaults as "0.00" and is updated as users add items with quantities from the Find Items grid and add them to the order, but clicking Refresh or clicking in the Search box on the Filters tab and pressing Enter. This field is for information only and never editable.

Database Field:ERPx_SOOrderItem.OrderedWeight

Site

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Site ID
Site ID
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This is a non-editable text box that is required. It defaults from the 'Site' column that the associated line item will ship from. This field is not editable.

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Def - Site
Def - Site
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Database Fields: ERPx_MFSite.SiteID, ERPx_LMLoadHeader.SiteSk

Units UOM

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UOM - Units
UOM - Units
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This is a non-editable text box that is required.  If this page was launched from an existing Order, it defaults from the 'Units UOM' from the item on the Items grid on the Sales Transaction Record View. If this page was opened for a new Order, it defaults from the Item's 'Sales Order Unit UOM' set on the 'Properties' tab of the Item Record View.

This field is blank if the item's "Manage Item By' property is set to "Weight Only". This field is for information only and never editable.

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Def - UOM
Def - UOM
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Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK

Weight UOM

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UOM - Weight
UOM - Weight
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This is a non-editable text box that is required.  If this page was launched from an existing Order, it defaults from the 'Weight UOM' from the item on the Items grid on the Sales Transaction Record View. If this page was opened for a new Order, it defaults from the Item's 'Sales Order Weight UOM' set on the 'Properties' tab of the Item Record View.

This field is blank if the item's "Manage Item By' property is set to "Units Only". This field is for information only and never editable.

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Def - UOM
Def - UOM
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Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK


Customer Info Tab

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