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The Find Lots page allows users to The Find Lots page allows users to directly allocate lots to inventory transactions. Allocated lots added from here are added as line item(s) to the transaction.

(lightbulb) This inquiry also contains columns for each Attribute that is set up for the 'Warehouse Lots' attribute type.  Because these are user defined, they are not included in the default view but can be added a saved layout. Attributes are not included in the help documentation.

Software Version: 2024.0412.12 16 and newer

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Toolbar IconsDescription
Excel
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Excel - Global (old)
Excel - Global (old)
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RefreshRefreshes 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'.

ColumnsDescription
Actual Cost

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Cost - Actual
Cost - Actual
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Def - Cost - Actual
Def - Cost - Actual
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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

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Units - Available
Units - Available
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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.

Available Weight

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Weight - Available
Weight - Available
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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.

Batch Date

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Batch Date
Batch Date
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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

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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.

Database Field: ERPx_IMProductionLot.ManufactureSiteSK

Cost UOM

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UOM - Cost
UOM - Cost
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Database Field: ERPx_IMItem.CostUOMSK

Country of Origin

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Country of Origin
Country of Origin
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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.

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

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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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Database Field: ERPx_IMProductionLot.ExpirationDate

Gross WeightThis 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
Def - Hold Code
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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. 
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 Field: ERPx_IMItem.ItemID

Item Description

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Item Description
Item Description
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Database Field: ERPx_IMItem.ItemDescription

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

Market Cost

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Cost - Market
Cost - Market
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Def - Cost - Market
Def - Cost - Market
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Database Field: ERPx_IMItem.MarketCost

On Hand Units

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Units - On Hand
Units - On Hand
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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

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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 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

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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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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

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.  

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

Standard Cost

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Cost - Standard
Cost - Standard
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Def - Cost - Standard
Def - Cost - Standard
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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. 
Units UOM

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UOM - Default IM Units
UOM - Default IM 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 Field: ERPx_IMLotBalance.UnitsUOMSK

UOM Schedule

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UOM - Schedule
UOM - Schedule
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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

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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

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. 
Weight UOM

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UOM - Default IM Weight
UOM - Default IM 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 Field: ERPx_IMLotBalance.WeightUOMSK

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