The purpose of this page is to search and view Inventory Lot information as of a specific date using filter parameters. An Inventory Lot defines the quantity of product that is unique by combination of Item, Site, Production Batch, Warehouse Lot and Owner.
This list view 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 layout. Item attributes are not included in the help documentation.
Software Version: 2020.xx.xx and newer
Page Header
Filters
| Inquiry Parameters | Description |
| As Of Date | Used to select the transaction date. All transactions occurring on or before the specified date will be included. This is a date picker that is required to return results and defaults to current date. |
| Lot Owner | Used to select one or more inventory Owners. This is a multi-select load on demand lookup that is required to return results. It defaults to all Lot Owners. Error rendering macro 'excerpt-include' : No link could be created for 'Def - Lot - Owner'. The lookup contains a list of all Lot Owners. |
| Site | Used to select one or more Sites. This is a multi-select load on demand lookup that is required to include one ore more Sites in the search results. It defaults to all Sites. Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain perpetual inventory balances. The lookup contains a list of all Sites. |
| Summarize By | Used to specify how the search results will be grouped. This is a single-select standard lookup that is required. If defaults to "Inventory Lot". The lookup contains the following options:
|
Header Toolbar
| Toolbar Icons | Description |
|---|---|
| Excel | Export the contents of the list view to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view only the filtered contents will be exported. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
|
| Help | Opens the online WIKI help page for the current page.
|
| Refresh | Re-queries the contents of the grid/page based on the Inquiry Criteria parameters or the default parameters for grids that do not support Inquiry Criteria. |
| Fields | Description |
| Actual Cost | Displays the Actual Cost assigned to the lot. This is calculated by summing up actual base cost and actual layer costs assigned to the lot. The actual cost can be updated using the Mass Update dialog or Update Costs From BOM toolbar icon. |
| As Of Date | Identifies the cutoff transaction date. Inventory Lots will display quantities that occur on and before this date. This can be edited from the 'As Of Date' in the 'Filters' tab. Database Fields: ERPx_IMTransactionHeader.TransactionDate, ERPx_SOorderHeader.OrderDate |
| Cost Group | Displays the cost group of the item. The value is pulled from the properties of the item record. Cost Groups are used to associate items together that share the same cost model. A text box to add or edit the unique identifier of the Cost Group record. This defaults to blank but is required for all records. If missing, the message "Cost Group is required." will be displayed on Save. The ID must be unique, otherwise the message "Duplicate Cost Groups are not allowed." will be displayed on Save. This field must be <= 50 characters. Error rendering macro 'excerpt-include' : No link could be created for 'Def - Not Defined'. Linked Database Field: ERPx_IMCostGroup.CostGroupID |
| Date Produced | |
| Extended Actual Cost | |
| Extended Lower of Cost or Market Cost | |
| Extended Market Cost | |
| Extended Standard Cost | |
| Item | |
| Lower of Cost or Market Cost | |
| Market Cost | Displays the Market Cost assigned to the lot after a cost update. This is the Market base cost when the the Source is Base and Actual layer cost when the source is Layer. |
| On Hand Units | |
| On Hand Weight | |
| Owner Name | |
| Production Batch | |
| Site | |
| Standard Cost | Displays the Standard Cost assigned to the lot after a cost update. This is the Standard base cost when the the Source is Base and Actual layer cost when the source is Layer. |
| Summarize By | |
| Unit UOM | |
| Warehouse Lot | |
| Weight UOM | |
| Year Produced |