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
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Filters
| Inquiry Parameters | Description |
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| 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:
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Header Toolbar
| Toolbar Icons | Description |
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| 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.
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| Help | Opens the online WIKI help page for the current page.
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| 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, which is the sum of Actual Base Cost and Actual Layer Costs, assigned to the lot. This can be edited using the Mass Update dialog box on the Update Costs List View or the 'Update Costs From BOM' toolbar icon on the Update Costs List View. Database Field: ERPx_IMLotCostHistory.Cost |
| As Of Date | Identifies the cutoff transaction date to view Inventory balances 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. This can be edited from the 'Cost Group' property on the 'Properties' tab of the Item Record View. Error rendering macro 'excerpt-include' : No link could be created for 'Def - Not Defined'. Cost Groups are used to associate items together that share the same cost model. ←Tom, I thought this could go in the definition?Database Field: ERPx_IMCostGroup.CostGroupID |
| Date Produced | Displays the date on which the Production Patch was produced. This can be edited from the 'Batch Date' field on the Properties tab of the Production Batch record view. When the 'Summarize By' inquiry parameter is set to "Item", "Item and Owner", "Item and Warehouse Lot" or "Item, Owner and Warehouse Lot", this field will be displayed as "**Not Included". Database Field: ERPx_IMProductionLot.DateProduced |
| Extended Actual Cost | Displays the Extended Actual Cost, which is the product of Actual Cost and On Hand Unit/Weight, assigned to the lot. This can be edited using the Mass Update dialog box on the Update Costs List View or the 'Update Costs From BOM' toolbar icon on the Update Costs List View. This can also be edited by updating On Hand Unit or On Hand Weight quantities. This value is not stored in the database.
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| Extended Lower of Cost or Market Cost | Displays either the Extended Standard Cost or the Extended Market Cost, whichever is lower. This can be edited using the Mass Update dialog box on the Update Costs List View or the 'Update Costs From BOM' toolbar icon on the Update Costs List View. This can also be edited by updating On Hand Unit or On Hand Weight quantities. This value is not stored in the database. |
| Extended Market Cost | Displays the Extended Market Cost, which is the product of Market Cost and On Hand Unit/Weight, assigned to the lot. This can be edited using the Mass Update dialog box on the Update Costs List View or the 'Update Costs From BOM' toolbar icon on the Update Costs List View. This can also be edited by updating On Hand Unit or On Hand Weight quantities. This value is not stored in the database.
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| Extended Standard Cost | Displays the Extended Standard Cost, which is the product of Standard Cost and On Hand Unit/Weight, assigned to the lot. This can be edited using the Mass Update dialog box on the Update Costs List View or the 'Update Costs From BOM' toolbar icon on the Update Costs List View. This can also be edited by updating On Hand Unit or On Hand Weight quantities. This value is not stored in the database.
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| Item | Identifies the Item, displayed as Item ID: Item Description. This can be edited from the 'Item Description' property on the 'Properties' tab of the Item Record View. Database Field: ERPx_IMItem.ItemDescription
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| Lower of Cost or Market Cost | Displays either the Standard Cost or the Market Cost, whichever is lower. This can be edited using the Mass Update dialog box on the Update Costs List View or the 'Update Costs From BOM' toolbar icon on the Update Costs List View. Database Field: ERPx_IMLotCostHistory.StandardCost or ERPx_IMLotCostHistory.MarketCost |
| Market Cost | Displays the Market Cost, which is the sum of Market Base Cost and Market Layer Costs, assigned to the lot. This can be edited using the Mass Update dialog box on the Update Costs List View or the 'Update Costs From BOM' toolbar icon on the Update Costs List View. Database Field: ERPx_IMLotCostHistory.MarketCost |
| On Hand Units | Displays the On Hand units of the item at the corresponding Site or Inventory Lot. 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. |
| On Hand Weight | Displays the On Hand weight of the item at the corresponding Site or Inventory Lot. 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. |
| Owner Name | Identifies the Lot Owner of the Inventory Lot. 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. When the 'Summarize By' inquiry parameter is set to "Item" or "Item and Warehouse Lot", this field will be displayed as "**Not Included". Error rendering macro 'excerpt-include' : No link could be created for 'Def - Lot - Owner'. Database Field: ERPx_IMLotOwner.OwnerName |
| Production Batch | Identifies the Production Batch ID of the Lot. This can be edited from the 'Production Batch' field on the Properties tab of the Production Batch record view. When the 'Summarize By' inquiry parameter is set to "Item", "Item and Owner", "Item and Warehouse Lot" or "Item, Owner and Warehouse Lot", this field will be displayed as "**Not Included". Error rendering macro 'excerpt-include' : No link could be created for 'Def - Lot - Production Batch'. Database Field: ERPx_IMProductionLot.ProductionLotID |
| Site | Identifies the unique Site ID (warehouse ID) of the Site the transaction, shipment, item, or lot is associated with. This comes from 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. Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain perpetual inventory balances. Database Fields: ERPx_MFSite.SiteID, ERPx_IMLotBalance.SiteSK |
| Standard Cost | Displays the Standard Cost, which is the sum of Standard Base Cost and Standard Layer Costs, assigned to the lot. This can be edited using the Mass Update dialog box on the Update Costs List View or the 'Update Costs From BOM' toolbar icon on the Update Costs List View. Database Field: ERPx_IMLotCostHistory.StandardCost |
| Summarize By | Identifies how the search results are grouped. This comes from the 'Summarize By' inquiry parameter field in the 'Filters' tab. This is not stored in the database. |
| Unit UOM | Identifies the unit of measure that the units are stored in (Box, Bag, Case, Each, Tote, etc.) for a line item or on the transaction. This field can be edited from the 'Inventory Unit UOM' property on the 'Properties' tab of the Item record view. A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext. Database Field: ERPX_IMItem.DefaultIMUnitUOMSK |
| Warehouse Lot | Identifies the Warehouse Lot to which the selected item or inventory lot belongs. This can be edited from the 'Warehouse Lot' field on the Warehouse Lots list view. When the 'Summarize By' inquiry parameter is set to "Item" or "Item and Owner", this field will be displayed as "**Not Included". Error rendering macro 'excerpt-include' : No link could be created for 'Def - Lot - Warehouse Lot'. Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK |
| Weight UOM | Identifies the unit of measure that the weight is stored in (Lbs, Kg, Oz, Ton, etc.) for a line item or on the transaction. This field can be edited from the 'Inventory Weight UOM' property on the 'Properties' tab of the Item record view. A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext. Database Field: ERPx_IMLotBalance.WeightUOMSK |
| Year Produced | Displays the year which the Production Patch was produced. This can be edited from the 'Batch Date' field on the Properties tab of the Production Batch record view. When the 'Summarize By' inquiry parameter is set to "Item", "Item and Owner", "Item and Warehouse Lot" or "Item, Owner and Warehouse Lot", this field will be displayed as "**Not Included". Database Field: ERPx_IMProductionLot.DateProduced |