DEFINTION. The purpose of this page is to
This record view also contains columns for each Attribute that is set up for the 'ADD ALL TYPES HERE (Prod batch and items)' attribute types ALSO ADD CERTIFICATIONS. Because these are user defined, they are not included in the default view but can be added a saved column layout. ADD TYPES HERE attributes are not included in the help documentation.
Software Version: 2020.xx.xx and newer
Page Header
Filters Tab - Search
Search Options | Description |
|---|---|
| Batch Date | |
| Include | |
| Item | |
| Item Class | |
| Lot Owner | |
| Saved Search Options | Displays the saved search options lookup and related icons. This tool allows users to select previously saved search options, create a new set of search options, save changes to existing search options, forget/delete saved search options and/or assign a saved search option as the default for the page. Once changes are made to the search options, the user can click the Save Options icon and save the changes. The new search option can also be set as the default. |
| Search | A non-required text box that defaults to blank and is used to search across multiple fields. When the page is 'Refreshed', the data returned will be limited by what was included in the Search box (in addition to any other Search Options). Refer to this FAQ for advanced search options. The Search field can be used to search across the following fields: |
| Site | Used to select one or more Sites. This is a multi-select standard lookup that is not required to return results. It defaults as blank. Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain inventory balances. The lookup contains a list of all active Sites. |
Page Header
Order Summary Tab
Fields | Description |
|---|---|
| Alloc. Units | Database Field: ERPx_SOOrderHeader.AllocatedUnits |
| Alloc. Weight | Database Field: ERPx_SOOrderHeader.AllocatedWeight |
| Is Sub Item | This field is not stored in the database. |
| Item | Database Fields: ERPx_IMItem.ItemDescription, ERPx_SOOrderItem.OrderItemSK |
| Ord. Units | Database Field: ERPx_SOOrderItem.OrderedUnits |
| Ord. Weight | Database Field: ERPx_SOOrderItem.OrderedWeight |
Ship By | Database Fields: ERPx_SOOrderItem.ScheduledShipDate, ERPx_LMLoadHeader.ScheduledShipDate |
| Site | Used to select one or more Sites. This is a multi-select standard lookup that is not required to return results. It defaults as blank. Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain inventory balances. The lookup contains a list of all active Sites. Database Fields: ERPx_MFSite.SiteID, ERPx_LMLoadHeader.SiteSk |
Units UOM | Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK |
| Weight UOM | Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK |
| Saved Search Options | Displays the saved search options lookup and related icons. This tool allows users to select previously saved search options, create a new set of search options, save changes to existing search options, forget/delete saved search options and/or assign a saved search option as the default for the page. Once changes are made to the search options, the user can click the Save Options icon and save the changes. The new search option can also be set as the default. |
Page Details
| Toolbar Icons | Description |
|---|---|
| Column Filter Show/Hide |  Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column. |
| Excel |  Exports the contents of the grid 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, or excluded columns, only the contents in the grid will be exported. |
| Group By Show/Hide |  Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total. |
| Help |  Opens the online WIKI help page for the current page. |
| Quick Filter | Error rendering macro 'excerpt-include' : No link could be created for 'Quick Filter'. |
| Refresh | |
| Saved Column Layouts |  Displays the column layout lookup and related icons. This tool allows users to select a previously saved layout, create a new layout, save changes to a layout, forget/delete a layout and/or assign a saved layout as the default for the page. Once changes are made to the layout, such as columns are added or removed, the user can click the Save Layout icon and save the changes to the column layout. The visibility of the Filter Row is also saved with a saved layout. The new layout can also be set as the default. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific). Default layouts can be removed by clicking the 'Set as Default' button again when the current default layout is selected. Please note that existing saved grid layouts will display the Filter Row as hidden by default. |
| Fields | Description |
| Alloc Units | Identifies the total number of allocated units for all line items, formatted to 2 decimal places. This is a calculated field and can be edited by changing the unit allocation of one or more line items. Database Field: This value is not stored in the database. Calculated field? |
| Alloc Weight | Identifies the total allocated weight for all line items, formatted to 2 decimal places. This is a calculated field and can be edited by changing the weight allocation of one or more line items. Database Field: This value is not stored in the database. Calculated field? |
| Batch | Database Field: ERPx_IMProductionLot.ProductionLotID |
| Item | Database Field: ERPx_IMItem.ItemDescription |
| Owner | Database Field: ERPx_IMLotOwner.OwnerName |
| Site | Identifies the unique Site ID (warehouse ID) of the Site the transaction, shipment, item, or lot is associated with. Error rendering macro 'excerpt-include' : No link could be created for 'Site'. This is required and can be edited from the 'Site ID' and 'Site Name' fields on the 'Properties' tab of the Site Record View. It comes from the 'Default Site' field on the 'Home' tab of the Sales Order Record View.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_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK |
| Units | Database Field: This is a calculated field and not stored in the database. |
| Units UOM | Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK |
| Weight | Database Field: This is a calculated field and not stored in the database. |
| Weight UOM | Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK |
| WLot |
Database Field: ERPx_IMWarehouseLot.WarehouseLotID |