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Def - Inventory Lot
Def - Inventory Lot
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This page displays inventory and warehouse lots for the selected Item, Site and Lot Owner(s).

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Def - Sales Allocation
Def - Sales Allocation
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The purpose of this page is allow users to select specific inventory or warehouse lot(s) to allocate from.

(lightbulb)This record view also contains columns for each Attribute that is set up for the 'Production Batches' attribute type. Additionally, this record view also contains columns for each Lot Certification. Production Batch attributes are not included in the default view, but can be added to a saved column layout. Lot Certifications are 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: 20232024.1104.30 12 and newer

Table of Contents
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Search OptionsDescription
Allocate By

Identifies how the allocation will be assigned. This is a single-select lookup that is required to return results. It defaults from the selected option on the Sales Transaction Record View. Else, if the selected item (or first item, if there is no selected item) is not associated with a Warehouse Lot tracked site and the Item is Lot tracked, then this field will default to "Allocate by Inventory Lot". 

This lookup contains the values in the AllocateBy Enumeration Class.

Database Field: ERPx_MFAllocateSession.AllocateByEN

Filter For

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

  • Available: Returns all inventory lots with either a positive or negative Available Balance (a non-zero available balance)
  • On Hand: Returns all inventory lots with either a positive or negative On Hand Balance (a non-zero On Hand balance)

This lookup contains the values in the MFAllocateShowLots Enumeration Class where the Enumeration Value = 2 and 3.

Database Field: ERPx_MFAllocateSession.MFAllocateShowLotsEN

Lot Owner

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Inq - Lot Owner
Inq - Lot Owner
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 This is a multi-select lookup that is not required to return results. It defaults as 'All' which will return results for all the Lot Owners assigned to Lots that meet the other selected Filter criteria.

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Def - Owner
Def - Owner
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The lookup contains a list of all Lot Owners.

Database Fields: ERPx_IMLotOwner.OwnerName, ERPx_MFAllocateSession.LotOwners

Order Item

Identifies the item being allocated, displayed as Item ID: Item Description ([Sequence]). This is a multi-select lookup that is not required to return results. This defaults from the selected item in the Items grid of the Sales Transaction Record View. Else if no item was selected, then it defaults to all the Items grid of the Sales Transaction Record View.

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Def - Item ID
Def - Item ID
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The lookup contains a list of all items entered on the transaction.

Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_SOOrderItem.ItemSort, ERPx_SOOrderItem.OrderItemSK

Search

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Search - Search Options
Search - Search Options
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  • Attr: [Attribute Value] (columns are not visible in the grid, but may still be searched on)
  • Batch: [Production Batch]
  • Item: [Item ID] or [Item Name]
  • Owner: [Lot Owner]
  • WLot: [Warehouse Lot]
Site

Identifies the ID and name of the Site the item will be allocated from. This is a single-select lookup that is not required to return results. It defaults from the 'Site' field on the 'Home' tab of the Sales Transaction Record View. This field will also display any related Sites by default and will only display the Site ID for selected sites, however the Site ID and Site Name are displayed in the lookup values.

This lookup contains a list of all the active Sites

Database Fields: ERPx_MFSite.SiteID: SiteName, ERPx_MFAllocateSession.SiteSK

Order Summary Tab

Fields
Description
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.ItemID:ItemDescription, ERPx_SOOrderItem.OrderItemSK

Ord. Units

Displays the number of units ordered for the line item.This is a non-editable text box that is not required. It defaults as the item unit quantity saved on the transaction; else it defaults to "0.00". This field also defaults to "0.00" if the item's "Manage Item By' property is set to "Weight Only". This field is editable from the 'Ord. Units' column for the associated item on the Sales Order Record View while the status of the transaction is less than "Shipped".

Database Field: ERPx_SOOrderItem.OrderedUnits

Ord. Weight

Displays the weight ordered for the line item. This is a non-editable text box that is not required. It defaults as the item weight saved on the transaction; else it defaults to "0.00". This field also defaults to "0.00" if the item's "Manage Item By' property is set to "Units Only". This field is editable from the 'Ord. Weight' column for the associated item on the Sales Order Record View while the status of the transaction is less than "Shipped.".

Database Field: ERPx_SOOrderItem.OrderedWeight

Unalloc. Units

Displays the total units of the item which has been ordered, but not allocated. This is a non-editable text box that is not required. The Unallocated Units are required when when the item is managed by "Units Only" or "Units and Weight". This field defaults from the 'Ord. Units' field on the Items grid of the Sales Transaction Record View if there are no allocated units for the item. Else, it is calculated as [Ordered Units] - [Allocated Units].  This field is never editable. This field is updated when the 'Units' field is changed for an item in the grid on this page and the page is refreshed. This field is for information only and not stored in the database.

Unalloc. Weight

Displays the total weight of the item which has been ordered, but not allocated. This is a non-editable text box that is not required. The Unallocated Weight is required when when the item is managed by "Weight Only" or "Units and Weight". This field defaults from the 'Ord. Weight' field on the Items grid of the Sales Transaction Record View if there are no allocated weight for the item. Else, it is calculated as [Ordered Weight] - [Allocated Weight]This field is never editable. This field is updated when the 'Weight' field is changed for an item in the grid on this page and the page is refreshed. This field is for information only and not stored in the database.

Units

Displays the allocated units to be added or subtracted from the Available balance for the line item. This is a non-editable text box that is not required. It defaults as the unit quantity allocated for the item saved on the transaction, else it defaults to "0.00". This field also defaults to "0.00" if the item's "Manage Item By' property is set to "Weight Only". This field is editable from the 'Alloc. Units' column for the associated inventory lot on the Find Lots Record View or the 'Units' column for the associated item on the Allocate Sales Transaction Item Record View for the transaction while the status of the transaction is less than "Approved".

Database Field: ERPx_SOOrderHeader.AllocatedUnits

Units UOM

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UOM - Units
UOM - Units
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This is a non-editable text box that is required. It defaults from the 'Sales Order Unit UOM' field on the 'Properties' tab of the Item Record View. It can be edited from the 'Units UOM' field on the Items grid on the Sales Order Record View while the status of the transaction is less than "Shipped.".

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

Weight

Displays the allocated weight to be added or subtracted from the Available balance for the line item. This is a non-editable text box that is not required. It defaults as the weight quantity allocated for the item saved on the transaction, else it defaults to "0.00". This field also defaults to "0.00" if the item's "Manage Item By' property is set to "Units Only". This field is editable from the 'Alloc. Weight' column for the associated inventory lot on the Find Lots Record View or the 'Weight' column for the associated item on the Allocate Sales Transaction Item Record View for the transaction while the status of the transaction is less than "Approved.".

Database Field: ERPx_SOOrderHeader.AllocatedWeight

Weight UOM

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UOM - Weight
UOM - Weight
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This is a non-editable text box that is required. It defaults from the 'Sales Order Weight UOM' field on the 'Properties' tab of the Item Record View. It can be edited from the 'Weight UOM' field on the Items grid on the Sales Order Record View while the status of the transaction is less than "Shipped.".

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


Page Details

Toolbar IconsDescription
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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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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FieldsDescription
Actual Cost Rate

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Cost - Actual
Cost - Actual
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 This field is never editable.

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Def - Cost - Actual
Def - Cost - Actual
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(lightbulb) This column only displays data when the 'Allocate By' filter is set to "Allocate by Inventory Lot". 

Database Field: ERPx_IMLotCostHistory.Cost, ERPx_IMLotBalance.ActualCost

Allocate

Displays a button with the text 'Allocate' when clicked auto-populates the 'Units' and/or 'Weight' quantities from the 'Units - Ord.' and/or 'Weight - Ord.' fields on the Sales Transaction Record View. Clicking the button again removes any 'Units' and 'Weight' quantities previously entered/populated. To save any changes made to the allocations users must click Refresh or Go To Order. This field is not required and is always editable while the transaction is in a Status less than 'Approved'. This field is for information only and not stored in the database.

(lightbulb) Clicking the button will not over allocate the lot. Additionally, the maximum quantities populated in the 'Units' and/or 'Weight' fields will not exceed the 'Available Units' and/or 'Available Weight' quantities.

Batch Comment

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Batch Comment
Batch Comment
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 This can be edited from the 'Batch Comment' field on the Properties tab of the Production Batch record view.

(lightbulb) This column only displays data when the 'Allocate By' filter is set to "Allocate by Inventory Lot". 

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.

(lightbulb) This column only displays data when the 'Allocate By' filter is set to "Allocate by Inventory Lot". 

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.

(lightbulb) This column only displays data when the 'Allocate By' filter is set to "Allocate by Inventory Lot". 

Database Fields: ERPx_MFSite.SiteID, ERPx_IMProductionLot.ManufactureSiteSK

Cost UOM

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UOM - Cost
UOM - Cost
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(lightbulb) This column only displays data when the 'Allocate By' filter is set to "Allocate by Inventory Lot". 

Database Field: ERPx_IMItem.CostUOMSK

Country of Origin

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Country of Origin
Country of Origin
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This is a non-editable text box that is not required. It defaults from the 'Country of Origin' field on the 'Properties' tab of the Production Batch Record View. This field is never editable.

(lightbulb) This column only displays data when the 'Allocate By' filter is set to "Allocate by Inventory Lot". 

Database Field: ERPx_IMProductionLot.CountryOfOrigin

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.

(lightbulb) This column only displays data when the 'Allocate By' filter is set to "Allocate by Inventory Lot". 

Days Until Expiration

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Days Until Expiration
Days Until Expiration
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(lightbulb) This column only displays data when the 'Allocate By' filter is set to "Allocate by Inventory Lot". 

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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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(lightbulb) This column only displays data when the 'Allocate By' filter is set to "Allocate by Inventory Lot". 

Database Field: ERPx_IMProductionLot.ExpirationDate

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. 

(lightbulb) This column only displays data when the 'Allocate By' filter is set to "Allocate by Inventory Lot". 

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

Item ID

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

Lot Exceptions

Identifies the reason lot certification do not match the item's requested certification to provide additional information as to why allocations cannot be made. This is a non-editable text box that is not required. It defaults as blank. This field is never editable. This field is for information only and not stored in the database. This field may display the following:

  • On Hold - The lot has an inventory hold code. Hold codes are assigned/unassigned from the Lot Balances List View via the Mass Update button.
  • Mismatch Certs - The lot certification(s) do not match the order item’s requested certification(s).

(lightbulb) If a lot exception exists, users will not be able to make or update any allocations for that lot.

 Market Cost Rate

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Cost - Market
Cost - Market
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Def - Cost - Market
Def - Cost - Market
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(lightbulb) This column only displays data when the 'Allocate By' filter is set to "Allocate by Inventory Lot". 

Database Field: ERPx_IMLotCostHistory.MarketCost, ERPx_IMLotBalance.MarketCost

Order Item

Identifies the item being allocated, displayed as Item ID: Item Description ([Sequence]). This is a non-editable text box that is required. It defaults from the Order Item(s) selected in the filter which is based on the order items on the transaction record view. This field is never editable. 

Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_SOOrderItem.ItemSort, ERPx_SOOrderItem.OrderItemSK

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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 when the Allocate By filter is set to "Allocate by Inventory Lot".  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". 

When the Allocate By filter is set to "Allocate by Warehouse Lot", the value displays the count of the # of unique Production Batches within the Warehouse Lot. If the 'Warehouse Lot' line being allocated, has any value > 1 in the '# Prod Batches' column, the Inventory Lots within the Production Batch will be auto allocated based on value in the "Auto Allocate by?" Sales Order Preference (Date Produced or Smallest Quantity).

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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

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.  

(lightbulb) This column only displays data when the 'Allocate By' filter is set to "Allocate by Inventory Lot". 

Database Field: ERPx_IMProductionLot.Received From

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, ERPx_SOOrderItem.ItemSK

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, ERPx_SOOrderItem.ItemSK

Storage Begin Date

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Def - Storage Begin Date
Def - Storage Begin Date
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 This field defaults from the 'Storage Begin Date' assigned to the corresponding Warehouse Lot.  This can be edited from the Warehouse Lots list view, or the Receipt transaction record view via the Mass Update window. 

Database Field: ERPx_IMWarehouseLot.StorageBeginDate

Storage Renewal Day 

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Def - Storage Renewal Day
Def - Storage Renewal Day
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This field defaults from the 'Storage Renewal Day' assigned to the corresponding Warehouse Lot.  This can be edited from the Warehouse Lots list view, or the Receipt transaction record view via the Mass Update window.

Database Field: ERPx_IMWarehouseLot.StorageRenewalDay

Units

Identifies the number of units of the item to allocate to the corresponding Inventory Lot. This is a numeric text box that is required to make an allocation if it is editable. This field is only editable if the item is managed by units and weight or units only and the transaction is in a Status less than 'Approved'. It defaults as "0.00". The value entered in this field must be greater than or equal to 0. If the item is managed by units and weight, then when a value is entered in this field, the 'Weight' field will automatically be populated.

(lightbulb) If the 'Stop over allocating for [lot tracked] or [non lot tracked] items based on' sales preference is set to "Available Only" or "Available and On Hand" and the 'Units' quantity is greater than the 'Available Units' field or the 'Weight' is greater than the 'Available Weight' field, then the message "Allocation for units or weight greater than the available [or on hand] quantity of a [non-] lot tracked item is not allowed." will be displayed on Save.

Database Field: ERPx_SOOrderItem.AllocatedUnits

Units - Allocations

Displays the total allocated units of the item. This is a non-editable text box that is sometimes required. The Units - Allocations is required when the item is managed by "Units Only" or "Units and Weight". It defaults from the 'Alloc. Units' field on the Items grid of the Sales Transaction Record View. This field is for information only and is never editable. This field is updated when the 'Units' field value is changed on the page and the user clicks Refresh. 

Database Field: ERPx_SOOrderItemLot.AllocatedUnits

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".

Units - Ordered

Displays the total ordered units of the item. This is a non-editable text box that is sometimes required. The Ordered Units is required when the item is managed by "Units Only" or "Units and Weight". The units defaults from the 'Ord. Units' field. This field is for information only and is never editable.

Database Fields: ERPx_SOOrderItem.OrderedUnits

Units - UnallocatedDisplays the total units of the item which has been ordered, but not allocated. This is a non-editable text box that is sometimes required. The Units - Unallocated is required when the item is managed by "Units Only" or "Units and Weight". It defaults from the 'Ord. Units' field on the Items grid of the Sales Transaction Record View if there is no allocated units for the item. Else, it is calculated as [Ordered Units] - [Allocated Units]. This field is never editable. This field is updated when the 'Units' field value is changed for an item in the grid on this page and the user clicks Refresh. This field is for information only and is not stored in the database.
Units UOM

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UOM - Units
UOM - 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 Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK

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

Identifies the weight of the item to allocate to the corresponding Inventory Lot. This is a numeric text box that is required to make an allocation if it is editable. This field is only editable if the item is managed by units and weight or weight only and the transaction is in a Status less than 'Approved'It defaults as "0.00". The value entered in this field must be greater than or equal to 0. If the item is managed by units and weight, then when a value is entered in this field, the 'Units' field will automatically be populated.

(lightbulb) If the 'Stop over allocating for [lot tracked] or [non lot tracked] items based on' sales preference is set to "Available Only" or "Available and On Hand" and the 'Units' quantity is greater than the 'Available Units' field or the 'Weight' is greater than the 'Available Weight' field, then the message "Allocation for units or weight greater than the available [or on hand] quantity of a [non-] lot tracked item is not allowed." will be displayed on Save.

Database Field: ERPx_SOOrderItem.AllocatedWeight

Weight - Allocations

Displays the total allocated weight of the item. This is a non-editable text box that is sometimes required. The Weight - Allocations is required when the item is managed by "Weight Only" or "Units and Weight". It defaults from the 'Alloc. Weight' field on the Items grid of the Sales Transaction Record View. This fields is for information only and is never editable. This field is updated when the 'Weight' field value is changed on the page and the user clicks Refresh.

(lightbulb) If "Transaction Items" are selected for the 'Item' field, then these fields will display as blank.

Database Field: ERPx_SOOrderItemLot.AllocatedUnits, ERPx_SOOrderItemLot.AllocatedWeight

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 - Ordered

Displays the total ordered weight of the item. This is a non-editable text box that is sometimes required. The Weight - Ordered is required when the item is managed by "Weight Only" or "Units and Weight". The weight defaults from the 'Ord. Weight' field on the Items grid of the Sales Transaction Record View. This field is for information only and is never editable.

Database Fields: ERPx_SOOrderItem.OrderedWeight

Weight - UnallocatedDisplays the total weight of the item which has been ordered, but not allocated. This is a non-editable text box that is sometimes required. The Weight - Unallocated is required when the item is managed by "Weight Only" or "Units and Weight". This field defaults from the 'Ord. Weight' field on the Items grid of the Sales Transaction Record View if there is no allocated weight for the item. Else, it is calculated as [Ordered Weight] - [Allocated Weight]. This field is never editable. This field is updated when the 'Weight' field is changed for an item in the grid on this page and the user clicks Refresh. This field is for information only and is not stored in the database.
Weight UOM

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UOM - Weight
UOM - 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 Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK

Related Topics

User Guide: Sales Order

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