Toolbar Icons | Description |
Excel | Insert excerpt |
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| Excel - Global (old) |
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| Excel - Global (old) |
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nopanel | true |
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Refresh | Refreshes the contents of the page. |
Search | Allows users to search lots by - Item ID
- Item Description
- Production Batch ID
- Item Attributes
- Production Batch Attributes
Users can also enter multiple search criteria e.g., 'Item ID & Production Batch ID'. |
Columns | Description |
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Actual Cost | Insert excerpt |
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| Cost - Actual |
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| Cost - Actual |
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nopanel | true |
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| Def - Cost - Actual |
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| Def - Cost - Actual |
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nopanel | true |
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Database Field: ERPx_IMItem.CurrentCost |
Allocate | A checkbox to quickly allocate the entire contents of the Lot. Clicking the checkbox updates the allocated Units and Weight to their entire amounts. |
Available Units | Insert excerpt |
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| Units - Available |
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| Units - Available |
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nopanel | true |
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| 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.
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Available Weight | Insert excerpt |
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| Weight - Available |
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| Weight - Available |
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nopanel | true |
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| 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.
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Batch Date | Insert excerpt |
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| Batch Date |
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| Batch Date |
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nopanel | true |
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| 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 | Insert excerpt |
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| Batch Site |
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| Batch Site |
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nopanel | true |
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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 |
Cost UOM | Insert excerpt |
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| UOM - Cost |
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| UOM - Cost |
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nopanel | true |
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Database Field: ERPx_IMItem.CostUOMSK |
Country of Origin | Insert excerpt |
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| Country of Origin |
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| Country of Origin |
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nopanel | true |
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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.
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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 | Insert excerpt |
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| Days Until Expiration |
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| Days Until Expiration |
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nopanel | true |
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Expiration Date | Insert excerpt |
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| Batch Expiration Date |
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| Batch Expiration Date |
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nopanel | true |
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Database Field: ERPx_IMProductionLot.ExpirationDate |
Gross Weight | This field allows users to enter the gross weight for the allocated item. This field is only enabled for transfer transactions and is not required. |
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 |
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| Def - Hold Code |
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nopanel | true |
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Database Fields: ERPx_MFHoldCode.HoldCode, 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.
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Item ID | Insert excerpt |
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| Item ID |
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| Item ID |
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nopanel | true |
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| Def - Item ID |
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| Def - Item ID |
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nopanel | true |
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Database Field: ERPx_IMItem.ItemID |
Item Description | Insert excerpt |
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| Item Description |
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| Item Description |
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nopanel | true |
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Database Field: ERPx_IMItem.ItemDescription |
Item Description | Insert excerpt |
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| Item ID & Item Description |
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| Item ID & Item Description |
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nopanel | true |
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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 |
Market Cost | Insert excerpt |
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| Cost - Market |
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| Cost - Market |
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nopanel | true |
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| Def - Cost - Market |
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| Def - Cost - Market |
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nopanel | true |
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Database Field: ERPx_IMItem.MarketCost |
On Hand Units | Insert excerpt |
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| Units - On Hand |
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| Units - On Hand |
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nopanel | true |
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| This is updated when units for an item on an inventory or sales transaction 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". |
On Hand Weight | Insert excerpt |
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| Weight - On Hand |
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| Weight - On Hand |
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nopanel | true |
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| This can be updated when weight for an item on an inventory or sales transaction 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". |
Owner | Insert excerpt |
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| Owner - Inventory Lot |
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| Owner - Inventory Lot |
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nopanel | true |
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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 |
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| Def - Owner |
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nopanel | true |
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| Def - Inventory Lot |
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| Def - Inventory Lot |
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nopanel | true |
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Database Field: ERPx_IMLotOwner.OwnerName |
Production Batch | Insert excerpt |
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| Production Batch |
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| Production Batch |
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nopanel | true |
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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 |
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| Def - Production Batch |
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nopanel | true |
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| Def - Inventory Lot |
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| Def - Inventory Lot |
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nopanel | true |
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Database Field: ERPx_IMProductionLot.ProductionLotID |
Received From | Insert excerpt |
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| Received From (Production Batch) |
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| Received From (Production Batch) |
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nopanel | true |
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| This field defaults as blank. This can be edited from the 'Received From' tab of the Production Batch Record View.
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Site Name | Insert excerpt |
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| Site Name |
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| Site Name |
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nopanel | true |
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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 |
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| Def - Site |
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nopanel | true |
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Database Fields: ERPx_MFSite.SiteName, ERPx_IMLotBalance.SiteSK |
Standard Cost | Insert excerpt |
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| Cost - Standard |
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| Cost - Standard |
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nopanel | true |
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| Def - Cost - Standard |
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| Def - Cost - Standard |
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nopanel | true |
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Database Field: ERPx_IMItem.StandardCost |
Units | A numeric field to enter the quantity of 'Units' being allocated. This is enabled and required for Items with a 'Manage Items By' of either "Units Only" or "Units and Weight". For "Units and Weight" Items, updating the Units also updates the Weight. - If the Item is a 'Fixed Weight' Item, changing the Units always changes the Weight.
- If the Item is a 'Variable Weight' Item, changing the Units only updates the Weight on the first change.
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Units UOM | Insert excerpt |
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| UOM - Default IM Units |
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| UOM - Default IM Units |
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nopanel | true |
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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 |
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| Def - UOM |
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nopanel | true |
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Database Field: ERPx_IMLotBalance.UnitsUOMSK |
UOM Schedule | Insert excerpt |
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| UOM - Schedule |
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| UOM - Schedule |
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nopanel | true |
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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 | Insert excerpt |
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| Warehouse Lot |
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| Warehouse Lot |
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nopanel | true |
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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 |
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| Def - Warehouse Lot |
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nopanel | true |
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| Def - Inventory Lot |
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| Def - Inventory Lot |
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nopanel | true |
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Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK |
Weight | A numeric field to enter the quantity of 'Weight' being allocated. This is enabled and required for Items with a 'Manage Items By' of either "Weight Only" or "Units and Weight". For "Units and Weight" Items, updating the Weight also updates the Units. - If the Item is a 'Fixed Weight' Item, changing the Weight always changes the Units.
- If the Item is a 'Variable Weight' Item, changing the Weight only updates the Units on the first change.
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Weight UOM | Insert excerpt |
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| UOM - Default IM Weight |
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| UOM - Default IM Weight |
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nopanel | true |
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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.
Insert excerpt |
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| Def - UOM |
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| Def - UOM |
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nopanel | true |
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Database Field: ERPx_IMLotBalance.WeightUOMSK |