Takes all item(s) where users have entered allocated units or allocated weight and adds new line item(s) to the transaction, regardless of the existence of an identical item already on the transaction. If the checkbox next to the inventory lot is checked, but no allocated units or allocated weight was entered, then the inventory lot's full available quantities will be allocated. The 'Ord. Units' and 'Ord. Weight' fields will automatically populate from the 'Alloc. Units' and 'Alloc. Weight' fields. Additionally, the 'Price' field will default to "0.00".

Note: Users may enter either positive or negative allocations.

Replaces any existing allocations and updates the line item with the new allocation amounts, assuming the item and site combination already exists on the transaction. However, if the allocation amounts entered on the Find Lots page for the inventory lot do not match an existing order item and site combination, a new line item will be added to the transaction. If the checkbox next to the inventory lot is checked, but no allocated units or allocated weight was entered, then the inventory lot's full available quantities will be allocated. The 'Ord. Units' and 'Ord. Weight' fields will not be updated when allocations are made to existing line items.

Note: Users may enter either positive or negative allocations.

Displays a drop down menu of options. When an option is selected, it opens in a separate tab. The list of options includes:

• Commitments and Allocations: Opens the Commitment and Allocations Inquiry, filtered for the selected item's inventory lot.
• Lot History: Opens the Transaction History - Lot Inquiry, filtered for the selected item's inventory lot.
• Item: Opens the Item Record View for the selected item. 
• Warehouse Lot: Opens the Warehouse Lot List View, filtered for the selected item's Warehouse Lot. 
• Production Batch: Opens the Production Batch Record View, filtered for the selected item's Production Batch.

Displays the number of units allocated for the item on the transaction. This is a numeric textbox that is sometimes required. This field is required and editable only if the item is managed by Units Only or Units or Weight. It defaults as blank may be either a positive or a negative number. This field will allow the user to enter the number of decimals set for the selected item on the 'Unit Decimals' property on the 'Properties' tab of the Item Record View.  This field is not stored in the database. If this field is editable, the following will be enforced:

• For an item that is fixed weight and requires whole units:

  • When Units are entered: the value will be rounded up to the nearest integer then the Weight will automatically be calculated based on the Units integer value.

• For an item that is fixed weight and does not require whole units:

  • When Units are entered: the Weight will automatically be calculated based on the Units value. The Units value does not have to be an integer.

• For an item that is variable weight and requires whole units:

  • When Units go from empty to a value: the value will be rounded up to the nearest integer then the Weight will automatically be calculated based on the Units integer value.

  • When Units go from one value to another: the value will be rounded up to the nearest integer but the Weight will NOT be recalculated.

If the 'Stop over allocating for lot tracked items based on' preference is set to "Available and On Hand" on the Preferences page and the allocated Units will draw the inventory lot negative, the message "Allocation for units or weight greater than the available or on hand quantity of a lot tracked item is not allowed" will be displayed when the Add New Line button or Allocated Existing Line button is clicked. Similarly, if the 'Stop over allocating for lot tracked items based on' preference is set to "Available Only" on the Preferences page and the allocated Units will draw the inventory lot negative, the message "Allocation for units or weight greater than the available quantity of a lot tracked item is not allowed" will be displayed when the Add New Line button or Allocated Existing Line button is clicked. Similar error messages will be displayed when the 'Stop over allocating for non lot tracked items based on' preference is set to "Available Only" or "Available and On Hand".

Displays the weight quantity allocated for the item on the transaction. This is a numeric textbox that is sometimes required. This field is required and editable only if the item is managed by Weight Only or Units or Weight. It defaults as blank may be either a positive or a negative number. This field will allow the user to enter the number of decimals set for the selected item on the 'Unit Decimals' property on the 'Properties' tab of the Item Record View. This field is not stored in the database. If this field is editable, the following will be enforced:

• For an item that is fixed weight and requires whole units:

  • When Weight is entered: the value will be rounded up to the nearest Weight that results in a whole Unit then the Units will automatically be calculated based on the Weight value.

• For an item that is fixed weight and does not require whole units:

  • When Weight is entered: the Units will automatically be calculated based on the Weight value. The Weight value does not have to result in an integer Units value. However, because the Units and Weight values round to two decimal places, if the rounded Units value produced by the weight value does not convert to equal the weight value, the weight value will automatically update to equal the converted value of the units since the item is a fixed weight item.

• For an item that is variable weight and requires whole units:

  • When Weight goes from empty to a value: the Units will automatically be calculated based on the Weight value and then be rounded to the next whole Unit. Weight will remain as the user entered Weight, per the Item's 'Weight Decimals'.
    

  • When Weight goes from one value to another: the Units will NOT be recalculated.

If the 'Stop over allocating for lot tracked items based on' preference is set to "Available and On Hand" on the Preferences page and the allocated Units will draw the inventory lot negative, the message "Allocation for units or weight greater than the available or on hand quantity of a lot tracked item is not allowed" will be displayed when the Add New Line button or Allocated Existing Line button is clicked. Similarly, if the 'Stop over allocating for lot tracked items based on' preference is set to "Available Only" on the Preferences page and the allocated Units will draw the inventory lot negative, the message "Allocation for units or weight greater than the available quantity of a lot tracked item is not allowed" will be displayed when the Add New Line button or Allocated Existing Line button is clicked. Similar error messages will be displayed when the 'Stop over allocating for non lot tracked items based on' preference is set to "Available Only" or "Available and On Hand".

Identifies the Production Batch ID of the Lot. This is a non-editable text box that is only required if the item's 'Lot Tracked' property is set to "Yes". This value defaults from the 'Production Batch' value specified on the Inventory transaction that created the inventory lot. This can be edited from the 'Production Batch' field on the Properties tab of the Production Batch record view. 

A Production Batch is the identifier that contains all the Traceability information (Production Batch Properties and Attributes) for Lot Tracked Items. This number stays attached to the product, even if it is transferred to another Site. Production Batch is one of the 5 components that make up a unique Inventory Lot and it is required when entering a transaction line for a Lot Tracked Item. This value will be blank and/or disabled for all non-Lot Tracked items on screens that include a Production Batch field.

Database Field: ERPx_IMProductionLot.ProductionLotID

Identifies the Item, displayed as Item ID: Item Description. This is a non-editable text box that is required. This comes from and can be edited from the 'Item Description' field on the Properties tab of the Item record view.  

Item IDs are the unique identifier for Items. 

Database Field: ERPx_IMItem.ItemID:ItemDescription

Identifies the Lot Owner of the Inventory Lot. This is a non-editable text box that is required. This defaults from the 'Owner' value specified on the Inventory transaction that created the inventory lot. This is not editable once the transaction has been Saved.

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.

Database Field: ERPx_IMLotOwner.OwnerName

Identifies the name of the Site the inventory lot is associated with. This is a non-editable text box that is required. This can be updated from the 'Site' field on the 'Home' tab of the Inventory transaction that created the inventory lot. 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_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK

Displays the available units of the item or lot at the corresponding site. This is a non-editable text box that is required. This value may be updated when a transaction with the inventory lot is Posted with unit quantities. This is a calculated field and not stored in the database.

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 is a non-editable text box that is sometimes required.This field is required only if the item is managed by Units Only or Units or Weight.This field defaults from and 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 Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK 

This field displays the available weight of the item or lot at the corresponding site. This is a non-editable text box that is required. This value may be updated when a transaction with the inventory lot is Posted with weight quantities.This is a calculated field and not stored in the database.

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 is a non-editable text box that is sometimes required. This field is required only if the item is managed by Weight Only or Units or Weight. This field defaults from and 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 Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK

 Identifies the Warehouse Lot to which the selected item or inventory lot belongs. This is a non-editable text box that is only required if the item's Site is Warehouse Lot Tracked. 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.

A Warehouse Lot (aka Storage Lot) is used by 3rd party distribution sites to identify a unique quantity of product they are storing. Unlike a Production Batch number that never changes, Warehouse Lots will change as product is transferred to other Sites and/or transferred into exiting Warehouse Lots within the same Site. The 'Warehouse Lot' is one of the 5 components that make up a unique Inventory Lot and it is required when entering a transaction line on a transaction for a Warehouse Lot Tracked Site. This value will be blank and/or disabled for all non-Warehouse Lot Tracked Sites on screens that include a Warehouse Lot field.

Database Field: ERPx_IMWarehouseLot.WarehouseLotID