The purpose of this page is to allow users to view and allocate existing inventory lots to Sales Orders and Sales Quotes. Allocated inventory lots can then be added to the transaction as line items. An Inventory Lot is the most granular level that item balances (quantities of Units and/or Weight) are stored within NorthScope. Inventory Lots are created for all Inventory Items assigned an Item Type of “Inventory', regardless of whether the Item is Lot Tracked (i.e., balances are maintained by Production Batch) or the Site containing the product is 'Warehouse Lot' tracked or not.
An Inventory Lot is unique by combination of:
- Item: The Item ID (required for all Inventory Lots)
- Site: The Site/Warehouse that contains the inventory (required for all Inventory Lots)
- Production Batch: The date code or other traceability reference that stays with product and never changes. It is required for Items with a 'Lot Tracked' property of "Yes" and will be blank for Items with a 'Lot Tracked' property of "No"
- Warehouse Lot: The identifier or location within a Site/Warehouse, this is most typically used for 3rd party distribution sites. It is required for 'Inventory Lots' in a Warehouse Lot tracked Site and will be blank for 'Inventory Lots' in a non Warehouse Lot tracked Site. This has nothing to do with whether the Item is 'Lot Tracked' or not.
- Owner: Identifies who owns the product. This is required for all Inventory Lots.
This record view also contains columns for each Attribute that is set up for the 'Items' attribute type and the 'Production Batches' attribute type. Additionally, this list view also contains columns for each Lot Certification with a certification 'Type' of "Item & Site". Item attributes, Production Batch attributes and Lot Certifications are automatically included in the default view. However, because these attributes and lot certifications are user defined, they are not included in the help documentation.
Software Version: 2020.xx.xx and newer
Page Header
Filters Tab - Search
Search Options | Description |
|---|---|
| Batch Date | Used to select the date the production batch was created. This is the date identified on the 'Batch Date' property of the Production Batch. This is a date range control that allows users to select a single date or a range of dates, formatted from the users 'Date Format' preference. This is required to return results and defaults with a date range of the past 30 days. |
| Include | A lookup to assign one or more conditions you want included in your search. This lookup contains: This is a multi-select standard lookup that is required to return results. It defaults to "Products with Any Balance". The options available include:
This lookup contains the values in the IncludeInLotBalance Enumeration Class. |
| Item | Used to select one or more Items. This is a multi-select standard lookup that is not required to return results. It defaults as blank. Item IDs are the unique identifier for Items. The lookup contains a list of all Items in the Items master file. |
| Item Class | Used to select one or more Item Classes. This is a multi-select standard lookup that is not required to return results. It defaults with all Lot Owners selected. Item Classes are used to identify default values that will be applied to new Inventory Items and to group Items together for reporting purposes. The lookup contains a list of all Item Classes. |
| Lot Owner | Used to select one or more inventory Owners. This is a multi-select standard lookup that is not required to return results. It defaults as blank. Owners are used to identify who owns the inventory. Additional Owners are typically added for companies that do custom processing and need to keep that inventory separate from their own. Owner is one of the 5 components that make up a unique Inventory Lot and it is required on all Inventory Lots. The lookup contains a list of all Lot Owners. |
| 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:
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| 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 perpetual inventory balances. The lookup contains a list of all active Sites. |
| Saved Search Options |  Displays the saved searches 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. Saving search options will also save the preferences for 'Auto Refresh on Open' and 'Auto Hide Filters'. The new search option can also be set as the default. Default searches can be removed by clicking the 'Set as Default' button again when the current default search is selected. Refer to this FAQ for advanced search options. |
Order Summary Tab
Fields | Description |
|---|---|
| Alloc. Units | Displays the allocated units to be added or subtracted from the Available balance for the line item. This is a non-editable text box that is not required. It defaults as the unity quantity allocation fro the item saved on the transaction, else it defaults to "0.00". This field also defaults to "0.00" if the item's "Manage Item By' property is set to "Weight Only". This field is never editable from this text box, but it can be updated from the 'Alloc. Units' column for the associated inventory lot on the Find Lots Record View or the 'Units' column for the associated item on the Allocate Sales Transaction Item Record View for the transaction while the status of the Transaction is less than Approved. Database Field: ERPx_SOOrderHeader.AllocatedUnits |
| Alloc. Weight | Displays the allocated weight to be added or subtracted from the Available balance for the line item. This is a non-editable text box that is not required. It defaults as the weight allocation for the item saved on the transaction, else it defaults to "0.00". This field also defaults to "0.00" if the item's "Manage Item By' property is set to "Units Only". This field is never editable from this text box, but it can be updated from the 'Alloc. Weight' column for the associated inventory lot on the Find Lots Record View or the 'Weight' column for the associated item on the Allocate Sales Transaction Item Record View for the transaction while the status of the Transaction is less than Approved. Database Field: ERPx_SOOrderHeader.AllocatedWeight |
| Is Sub Item | Displays whether the item is a substitute item and the item description of the item which it was substituted for. This is a non-editable text box that is not required. It defaults a blank. This field is never editable and is not stored in the database. |
| Item | Identifies the Description associated with the Item ID assigned to a transaction line, journal line detail or master file record. This is a non-editable text box that is required. It defaults from the saved item(s) on the sales transaction. Database Fields: ERPx_IMItem.ItemDescription, ERPx_SOOrderItem.OrderItemSK |
| Ord. Units | Displays the number of units ordered for the line item. This is a non-editable text box that is not required. It defaults as the item unit quantity saved on the transaction, else it defaults to "0.00". This field also defaults to "0.00" if the item's "Manage Item By' property is set to "Weight Only". This field is never editable from this text box, but it can be updated from 'Ord. Units' column for the associated item on the Sales Order Record View while the status of the Transaction is less than Shipped. Database Field: ERPx_SOOrderItem.OrderedUnits |
| Ord. Weight | Displays the weight ordered for the line item. This is a non-editable text box that is not required. It defaults as the item weight saved on the transaction, else it defaults to "0.00". This field also defaults to "0.00" if the item's "Manage Item By' property is set to "Units Only". This field is never editable from this text box, but it can be updated from 'Ord. Weight' column for the associated item on the Sales Order Record View while the status of the Transaction is less than Shipped. Database Field: ERPx_SOOrderItem.OrderedWeight |
Ship By | Identifies the date the shipment containing the item is scheduled to leave the Site, formatted from the users 'Date Format' preference. This is a non-editable text box that is required for the transaction to be saved in a status of 'Shipped' or greater and can be edited from the 'Ship By' field on the 'Shipments' tab of the Sales Order Record View. It defaults from the 'Default Ship By' field on the 'Home' tab of the Sales Order Record View. 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 |