This page displays warehouse lots for the selected Item, Site and Lot Owner(s). The purpose of this page is to allocate quantities from specific Warehouse Lots. Insert excerpt Def - Warehouse Lot Def - Warehouse Lot nopanel true
This record view contains columns for each Lot Certification. Lot Certifications are automatically included in the default view. However, because these are user defined, Lot Certifications are not included in the help documentation.
Software Version: 2022.07.01 and newer
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Grid Layout |
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Help |
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Save & Refresh Save & Close | Either saves your changes and closes the page or saves your changes and refreshes the contents of the grid based on the selected criteria.
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Fields | Description | ||||||||||||||||
Allocate By | Identifies how the allocation will be assigned. This is a single-select standard lookup that is required to return results. It defaults from the selected option on the Sales Transaction Record View. Else, if the "Allocate Item" option is selected from the Sales Transaction Record View and the selected item (or first item, if there is no selected item) is associated with a Warehouse Lot tracked site, then this field will default to "Allocate by Warehouse Lot". This field is always editable. When this field is updated, the page is saved and the contents of the grid are refreshed based on the selected criteria. This lookup contains the values in the AllocateBy Enumeration Class. Database Field: ERPx_MFAllocateSession.AllocateByEN | ||||||||||||||||
Allocate From | Identifies the name of the Site the item will be allocated from. This is a single-select standard lookup that is required to return results. It defaults from the 'Site' field on the 'Home' tab of the Sales Transaction Record View. This field will only display the Site name and ID that is assigned to the corresponding order. Database Fields: ERPx_MFSite.SiteName (SiteID), ERPx_MFAllocateSession.SiteSK | ||||||||||||||||
Allocated | Displays the total allocated units and/or weight of the item. These are non-editable text boxes that are sometimes required. The Allocated Units are required when when the item is managed by "Units Only" or "Units and Weight". The Allocated Weight is required when when the item is managed by "Weight Only" or "Units and Weight". They default from the 'Alloc. Units' and 'Alloc. Weight' fields on the Items grid of the Sales Transaction Record View. These fields are for information only and are never editable. These fields are updated when 'Units' or 'Weight' fields are changed on the page and the user clicks or tabs out of the field.
Database Field: ERPx_SOOrderItemLot.AllocatedUnits, ERPx_SOOrderItemLot.AllocatedWeight | ||||||||||||||||
Item | Identifies the item being allocated, displayed as Item ID: Item Description [Sequence] - [Site ID]. This is a single-select standard lookup that is 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 from the first item ([Seq. 1]) in the Items grid of the Sales Transaction Record View. This field is always editable. When this field is updated, the page is saved and the contents of the grid are refreshed based on the selected criteria. This lookup contains the value "Transaction Items", as well as a list of all items entered on the transaction.
Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_SOOrderItem.ItemSort, ERPx_MFSite.SiteID, ERPx_SOOrderItem.OrderItemSK | ||||||||||||||||
Lot Owners |
The lookup contains a list of all Lot Owners. Database Fields: ERPx_IMLotOwner.OwnerName, ERPx_MFAllocateSession.LotOwners | ||||||||||||||||
Ordered | Displays the total ordered units and/or weight of the item and the associated units of measure. These are a non-editable text boxes that are sometimes required. The Ordered Units are required when when the item is managed by "Units Only" or "Units and Weight". The Ordered Weight is required when when the item is managed by "Weight Only" or "Units and Weight". The units/weight defaults from the 'Ord. Units' and 'Ord. Weight' field on the Items grid of the Sales Transaction Record View. The UOMs default from the 'Units UOM' and 'Weight UOM' fields on the Items grid of the Sales Transaction Record View. These fields are for information only and are never editable.
Database Fields: ERPx_SOOrderItem.OrderedUnits, ERPx_SOOrderItem.OrderedWeight, ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK, ERPx_SOOrderItem.WeightUOMSK | ||||||||||||||||
Show Lots |
This lookup contains the values in the MFAllocateShowLots Enumeration Class. Database Field: ERPx_MFAllocateSession.MFAllocateShowLotsEN | ||||||||||||||||
Unallocated | Displays the total units and/or weight of the item which has been ordered, but not allocated. These are non-editable text boxes that are sometimes required. The Unallocated Units are required when when the item is managed by "Units Only" or "Units and Weight". The Unallocated Weight is required when when the item is managed by "Weight Only" or "Units and Weight". These fields default from the 'Ord. Units' or 'Ord. Weight' field on the Items grid of the Sales Transaction Record View if there are no allocated units/weight for the item. Else, they are respectively calculated as [Ordered Units] - [Allocated Units] and [Ordered Weight] - [Allocated Weight]. These fields are never editable. These fields are updated when the 'Units' and/or 'Weight' fields are changed for an item in the grid on this page and the user clicks or tabs out of the field. These fields are for information only and not stored in the database.
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Excel |
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View ... Transactions |
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Fields | Description | ||||||||||||||||||||||||
# Prod Batches | Displays a 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). | ||||||||||||||||||||||||
Allocate | Checking this check box auto-populates the 'Unallocated' Units and/or Weight quantities from the header to the 'Units' and/or 'Weight' fields in the selected row. Unchecking the check box removes any 'Units' and 'Weight' quantities previously entered. 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.
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Item: Description |
Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_SOOrderItem.ItemSort, ERPx_MFSite.SiteID, ERPx_SOOrderItem.OrderItemSK | ||||||||||||||||||||||||
Item Description |
Database Fields: ERPx_IMItem.ItemDescription, ERPx_SOOrderItem.OrderItemSK | ||||||||||||||||||||||||
Item ID |
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:
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Owner |
Database Fields: ERPx_IMLotOwner.OwnerName, ERPx_IMLotBalance.LotOwnerSK, ERPx_SOOrderItem.ItemSK | ||||||||||||||||||||||||
Site ID |
Database Fields: ERPx_MFSite.SiteID, ERPx_IMLotBalance.SiteSK, ERPx_SOOrderItem.ItemSK | ||||||||||||||||||||||||
Site Name |
Database Fields: ERPx_MFSite.SiteName, ERPx_IMLotBalance.SiteSK, ERPx_SOOrderItem.ItemSK | ||||||||||||||||||||||||
Storage Begin Date |
Database Field: ERPx_IMWarehouseLot.StorageBeginDate | ||||||||||||||||||||||||
Storage Renewal Day |
Database Field: ERPx_IMWarehouseLot.StorageRenewalDay | ||||||||||||||||||||||||
Units | Identifies the number of units of the item to allocate to the corresponding Warehouse 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.
Database Field: ERPx_SOOrderItem.AllocatedUnits | ||||||||||||||||||||||||
Units - Avail. |
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Units - On Hand |
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 UOM |
Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK | ||||||||||||||||||||||||
Warehouse Lot |
Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK | ||||||||||||||||||||||||
Weight | Identifies the weight of the item to allocate to the corresponding Warehouse 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.
Database Field: ERPx_SOOrderItem.AllocatedWeight | ||||||||||||||||||||||||
Weight - Avail. |
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Weight - On Hand |
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 |
Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK |
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