The Update Costs inquiry is used to review Item and/or Lot costs. From here users can updated costs and drill down to cost history.

This inquiry also contains columns for each Attribute that is set up for the 'Items' attribute type and the 'Production Batches' attribute type. Additionally, this inquiry also contains columns for each Lot Certification with a certification 'Type' of "Item & Site". Item attributes, Production Batch attributes and Lot Certifications are not automatically included in the default view. Because these attributes and lot certifications are user defined, they are not included in the help documentation.

Software Version: 2022.06.16 and newer

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Search Options	Description
Auto Hide Filters	A non-required text box that defaults as checked and is used to determine if the Search Options should be hidden when the Inquiry runs or is refreshed. When checked, each time the 'Refresh' button is clicked, the search options will be hidden, allowing for more rows of data to be visible on the page. This behavior is ideal for users that have entered their search parameters and want to see the results in full-screen. When unchecked, the search options will not be hidden when the 'Refresh' button is clicked. This behavior is ideal for users that need to run several searches with different search parameters. Users can only change the default value of this setting with a custom search in the "Saved Searches" lookup. If you change the default setting but do not save it in a custom search, it will only remain this way while the page is opened. Refer to this FAQ for advanced search options.
Auto Refresh on Open	A non-required text box that defaults as checked and is used to determine if the inquiry opens with or without data in the grid. When checked, each time the page is opened, the search is run using the default parameters (or a 'Saved Search' if one was set as your default for the page) so the grid will be populated with data . When unchecked, the search is NOT run when the page opens and no data will be present until the 'Refresh' button is clicked. Users can only change the default value of this setting with a custom search in the "Saved Searches" lookup. Refer to this FAQ for advanced search options.
Item	Used to select one or more Items. This is a multi-select lookup that defaults to blank (All) and is not required. Selecting nothing assumes you want all records returned. Item IDs are the unique identifier for Items. The lookup contains a list of all Items in the Items master file.
Lot Owner	Used to select one or more inventory Owners. This is a multi-select lookup that defaults to blank (All) and is not required. Selecting nothing assumes you want all records returned. 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.
Saved Searches	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.
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: Attr: [Attribute Value] Item: [Item ID] or [Item Description] Owner: [Lot Owner] Batch: [Production Batch] Site: [Site ID] or [Site Name] WLot: [Warehouse Lot]
Site	Used to select one or more Sites. This is a multi-select lookup that defaults to blank (All) and is not required. Selecting nothing assumes you want all records returned. 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.

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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.
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. Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.
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.
Mass Update	Opens the mass update dialog, which allows to mass update the following properties: Add Cost Layers Effective Date: Actual Cost: Market Cost: Standard Cost: Reason Code: Set Base Costs Update Method: Actual Cost: Market Cost: Standard Cost: Reason Code: Update Costs from Other Costs Effective Date: Source Cost: Destination Cost: Cost Update Method: Amount: Post Costs to GL Post Costs Through Date: Post Costs to GL: Update PO Receipts Costs:
More Actions	Displays a drop down menu of related actions. The list of options includes: IQ: Cost History: opens the cost history for the selected record. IQ: Lot History: opens the Lot History for the selected record. —————————————— Update Costs from BOM: opens the Update Costs from BOM page
Quick Column Filter	Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text.
Refresh	Re-queries the contents of the grid/page based on the Search Options or the default values for grids that do not support Search Options. This ONLY re-queries the contents of columns that are currently visible, if you add a new column the contents will be empty until you click 'Refresh' again.
Saved 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.
Search Options	Toggles between displaying and hiding the Search Options portion of the page.
Fields	Description
Checkbox	Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete.
Actual Cost - Base	The Actual Base Cost reflects the 'Base Cost' assigned within the Actual cost type. The Actual base cost is added to the Actual layer cost(s) to compute total Actual cost. This is a calculated field that can only be edited by adding/editing an 'Actual Base Cost'. Database Fields: ERPx_IMLotCostHistory.Cost where ERPx_IMLotCostHistory.LotCostTypeEN = 3
Actual Cost - Layers	An Actual Cost Layer reflects the 'Layer Cost' assigned within the Actual cost type. The Actual layer cost(s) are added to the Actual base cost to compute total Actual cost. This is a calculated field that can only be edited by adding/editing an 'Actual Cost Layer'. Database Fields: ERPx_IMLotCostHistory.Cost where ERPx_IMLotCostHistory.LotCostTypeEN = 2
Actual Cost Rate	The Actual Cost Rate refers to the 'Rate' applied to the Inventory for determining the extended 'Actual Cost'. For a single Lot, it is the 'Rate' that is multiplied by the quantity to compute the 'Actual Cost' value of the Lot. For multiple Items and/or Lots it is the calculated value from dividing the sum of the extended 'Actual Costs' by the sum of the quantity. This is a calculated field that can only be edited by adding/editing an 'Actula Cost Layer' or adding/updating an 'Actual Base Cost'. Database Field: ERPx_IMLotCostHistory.Cost
Base Source	Identifies whether the Base cost was assigned manually, from a transaction, or from a Bill of Material.
Batch Comment	Displays the batch comment assigned to the corresponding Production Batch. This is not required and is always editable from the 'Batch Comment' field on the Properties tab of the Production Batch record view. Database Field: ERPx_IMProductionLot.LotComment
Batch Date	Displays the date the Production Batch was produced, formatted from the users 'Date Format' preference. This is the date used to age the product. This can be edited from the 'Batch Date' field on the Properties tab of the Production Batch Record View. Database Field: ERPx_IMProductionLot.DateProduced
Batch Site ID	Identifies the Site where the Production Batch was born, created, or initially received. This is required and is always editable from the 'Batch Site ID' field on the Properties tab of the Production Batch Record View. Database Fields: ERPx_MFSite.SiteID, ERPx_MFSite.SiteName, ERPx_IMProductionLot.ManufactureSiteSK
BOM ID	Displays the BOM ID of the Bill of Material record. Clicking on the link opens the corresponding Bill of Materials Record View. This field is only populated if the lot costs have been retrieved from a BOM record. This is not editable. Database Fields: ERPx_MPBOM.BOMID, ERPx_IMProductionLot.BaseCostBOMSK
Born on Date	Identifies the date that a new Lot record was born. This is not used for product aging but just a way to know when the Lot was created. For example, if a Transfer transaction was physically received on 3/24, and it resulted in one or more new Inventory Lot s, those new Lot's 'Born on Date' would be 3/21 even if they had different Production 'Batch Dates'.
Cost Group Description	Identifies the unique identifier of the Cost Group associated with the item. This is not required and can be edited from the 'Cost Group' property on the 'Properties' tab of the Item Record View. Cost Groups are used to associate items that share the same cost model. Database Field: ERPx_IMCostGroup.CostGroupID, ERPx_IMCostGroup.CostGroupDescription, ERPx_IMItem.CostGroupSK
Cost UOM	Identifies the unit of measure the item's cost is stated in terms of. This is the value assigned in the "Cost UOM" property on the Item Record View. This is required for Costing and can be edited from the 'Cost UOM' property on the 'Advanced 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_IMItem.CostUOMSK
Costing Method	Identifies how the cost of the item is determined for posting to the General Ledger. valued. This is a required and can be edited from the 'Costing Method' property on the 'Advanced Properties' tab of the Item Record View. Database Fields: ERPx_IMItem.ValuationMethodEN
Costing Status	Displays whether cost changes can be made to the Lot. If the Costing Status is "Open" then cost changes can be made. If the Costing Status is "Closed" then cost changes cannot be made to the Lot. This can be edited from the 'Layer Costing Status' property on the Mass Update dialog box launched from the Lot Balances List View. Database Fields: ERPx_IMLotBalance.LayerCostingStatusEN
Country of Origin	Displays the name of the Country that the Production Batch originated in. The value is stored in the 'Country of Origin' Tab on the Production Batch Record View. If no 'Country of Origin' has been assigned, this will be blank, if there is only one 'Country of Origin' assigned to the Production Batch then the name of that country will be displayed. If there is more than one country assigned on the 'Country of Origin' Tab then this will indicate "Multiple". This can be edited from the 'Country of Origin' field on the 'Properties' tab of the Production Batch Record View. Database Field: ERPx_IMProductionLot.CountryOfOrigin
Days Old	Displays the calculated age (in days) of the Production Batch. It is calculated as the (Current Date) - [Batch Date]. This can be edited by changing the 'Batch Date' field on the Properties tab of the Production Batch record view. This is not stored in the database. This is a calculated field that is not stored in the database.
Days Until Expiration	Identifies the number of days before a Lot "expires". This is calculated using the 'Batch Expiration Date' on the Properties tab of the Production Batch Record View and subtracting the current date. This can be edited by changing the 'Batch Expiration Date' field on the Properties tab of the Production Batch record view. This is not stored in the database. If the Batch Expiration Date is: Blank, then this will be blank. In the future, then this will be a positive value indicating how many days are left until the Batch is "expired". In the past, then this will be a negative value indicating how many days have passed since the Batch "expired". This is a calculated field that is not stored in the database.
Expiration Date	Displays the "Batch Expiration Date" assigned to the Production Batch. This defaults by adding the value set on the Item's 'Expiration Days' to the 'Batch Date' assigned to the Production Batch. This is editable from the Production Batch Record View. Database Field: ERPx_IMProductionLot.ExpirationDate
Inventory Balance Sheet Account	The GL Account that is used for the following Costing journal entries: This only applies to the 'Actual' cost of Items with a Costing Method of "Active". Inventory Adjustments & Cycle Counts: The debit account used for item balance increases and the credit account used for item balance decreases. Inventory Production (Inputs): The credit account used for the decreased value of inventory that was consumed during production. Inventory Production (Outputs): The debit account used for the increased value of inventory that was created during production. Inventory Receipts: The debit account used for the increased value of inventory that was received. Inventory Transfer: The debit account used to show the increased value of inventory in the receiving Site and the credit account used to show the decreased value of inventory in the sending Site. Sales Order: The credit account used for the decreased value of inventory that was shipped to a customer. Sales Return: The debit account used for the increased value of inventory that was returned by a customer. Inventory Valuation changes (manual changes): The debit account used for item valuation increases and the credit account used for item valuation decreases. This can be edited from the 'Inventory Balance Sheet' field on the 'GL Accounts' tab of the Item Record View. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.InventoryActSK
Is Lot Expired	A Yes/No field to identify if a Lot is expired. This will display as "Yes" For Lots with a 'Batch Expiration Date' that is <= the current date. This will display as "No" for Lots without a 'Batch Expiration Date' or for Lots with a 'Batch Expiration Date' that is >= the current date. This is a calculated field that is not stored in the database.
Item: Description	Identifies the Item, displayed as Item ID: Item Description. The 'Item ID' and/or the 'Item Description' can be edited from the 'Properties' tab of the Item Record View. Item IDs are the unique identifier for Items. Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPh_IMTransactionDetail.ItemSK
Last Effective Cost Change	Error rendering macro 'excerpt-include' : No link could be created for 'Def - Last Effective Cost Change'. This can only be changed by adding an initial Base Cost or adding/removing a Cost Layer.
Market Cost - Base	The Market Base Cost reflects the 'Base Cost' assigned within the 'Market ' cost type. The Market base cost is added to the Market layer cost(s) to compute total Market cost. This is a calculated field that can only be edited by adding/editing a 'Market Base Cost'. Database Fields: ERPx_IMLotCostHistory.MarketCost where ERPx_IMLotCostHistory.LotCostTypeEN = 3
Market Cost - Layers	A Market Cost Layer reflects the 'Layer Cost' assigned within the Market cost type. The Market layer cost(s) are added to the Market base cost to compute total Market cost. This is a calculated field that can only be edited by adding/editing a 'Market Cost Layer'. Database Fields: ERPx_IMLotCostHistory.MarketCost where ERPx_IMLotCostHistory.LotCostTypeEN = 2
Market Cost Rate	The Market Cost Rate refers to the 'Rate' applied to the Inventory for determining the extended 'Market Cost'. For a single Lot, it is the 'Rate' that is multiplied by the quantity to compute the 'Market Cost' value of the Lot. For multiple Items and/or Lots it is the calculated value from dividing the sum of the extended 'Market Costs' by the sum of the quantity. This is a calculated field that can only be edited by adding/editing a 'Market Cost Layer' or adding/updating a 'Market Base Cost'.
Owner	Identifies the Lot Owner of the Inventory Lot. This cannot be edited, ownership for an existing Lot can only be changed via a Transfer Transaction. 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
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. 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. 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. Database Field: ERPx_IMProductionLot.ProductionLotID
Received From	Identifies the name of the Vendor, Fisherman, or Grower that the product was received from. If there is only one 'Received From' identified on the Production Batch, the name will be displayed. If there is more than one 'Received from' identified on the Production Batch, the word "Multiple" will be displayed. This can be edited from the 'Rec. From' header field on the Inventory Receipt record view before the transaction is posted or from the Production Batch Record View at any time. Database Field: ERPh_IMTransactionHeader.ReceivedFrom
Site ID	Displays the Site ID for the Site where the inventory balances are stored. This is always editable from the Sites 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.SiteID, ERPh_IMTransactionHeader.SiteSK
Site Name	Displays the Site Name for the Site where the inventory balances are stored. This is always editable from the Sites 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.SiteName, ERPx_IMLotBalance.SiteSK
Standard Cost - Base	The Standard Base Cost reflects the 'Base Cost' assigned within the Standard cost type. The Standard base cost is added to the Standard layer cost(s) to compute total Standard cost. This is a calculated field that can only be edited by adding/editing a 'Standard Base Cost'. Database Fields: ERPx_IMLotCostHistory.StandardCost where ERPx_IMLotCostHistory.LotCostTypeEN = 3
Standard Cost - Layers	A Standard Cost Layer reflects the 'Layer Cost' assigned within the Standard cost type. The Standard layer cost(s) are added to the Standard base cost to compute total Standard cost. This is a calculated field that can only be edited by adding/editing a 'Standard Cost Layer'. Database Fields: ERPx_IMLotCostHistory.StandardCost where ERPx_IMLotCostHistory.LotCostTypeEN = 2
Standard Cost Rate	The Standard Cost Rate refers to the 'Rate' applied to the Inventory for determining the extended 'Standard Cost'. For a single Lot, it is the 'Rate' that is multiplied by the quantity to compute the 'Standard Cost' value of the Lot. For multiple Items and/or Lots it is the calculated value from dividing the sum of the extended 'Standard Costs' by the sum of the quantity. This is a calculated field that is not stored in the database. It can only be edited by adding/editing a 'Standard Cost Layer' or adding/updating a 'Standard Base Cost'.
Storage Begin Date	Identifies the date a cold storage began (or will begin) charging storage. This is typically set to a value of one month after the initial receipt date. Cold Storages typically charge for both "Storage" and "Handling", and this is the date the storage portion begins. Storage is typically billed monthly and is calculated by multiply a pre-determined storage rate * Lbs in the Warehouse Lot. This can only be edited on the Warehouse Lot List View. Database Fields: ERPx_IMWarehouseLot.DtorageRenewalDate
Storage Renewal Day	Identifies the day of the month that the cold storage will bill for a Warehouse Lot. If there are any quantity balances remaining on that day, a new storage bill will be issued. This can only be edited by editing the 'Storage Begin Date' on the Warehouse Lot List View Database Fields: ERPx_IMWarehouseLot.DtorageRenewalDay
UOM Schedule	Identifies the UOM Schedule that is used to determine what Units of Measure are to be used for specific items that are bought, sold and manufactured as well as the conversions for those Units of Measure. This field comes from the 'UOM Schedule' property on the 'Properties' tab of the Item Record View and is not editable from here. Database Fields: ERPx_IMItem.UOMScheduleSK, ERPh_IMTransactionDetail.ItemSK
Warehouse Lot	Identifies the Warehouse Lot to which the selected item or inventory lot belongs. This is not editable from the inquiry. 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. 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. Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK

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Update Costs Inquiry List View

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