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| Mass Update | 
- Lot Holds
- Hold Code: A single-select standard lookup that defaults to "(No Change)", but also contains a list of all Hold Codes configured in Hold Codes Master File and a blank value. Assigns the selected Hold Code to selected/filtered lots when 'Apply' is clicked.
- Lot Properties
- Costing Status: A single-select standard lookup that defaults to "(No Change)", but also has options for "Open" and "Closed". Assigns the selected Layer Costing status to selected/filtered lots when 'Apply' is clicked.
- Lot Owner: A single-select standard lookup that defaults to "(No Change)", but also contains a list of all Lot Owners configured in the Lot Owners Master File. Assigns the selected Lot Owner to selected/filtered lots when Apply is clicked.
- Lot Status: A single-select standard lookup that defaults to "(No Change)", but also has options for "Open" and "Closed". Assigns the selected status to selected/filtered lots when Apply is clicked.
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| More Actions | 
- IQ: Lot History: Opens the Transaction History - Lot Inquiry and displays the history of posted transactions at the inventory lot level for the selected lot(s). The date range defaults to the past 30 days and if a beginning balance exists outside of the date range, a row will display the beginning balance quantity.
- LV: Commitments and Allocations: Opens the Commitments and Allocations Inquiry and displays the quantities on unposted transactions for the selected lot(s).
- LV: Warehouse Lot: Opens the Warehouse Lot List View for the selected inventory lot.
- RV: Item: Opens the Item Master File Record View for the selected item.
- RV: Production Batch: Opens the Production Batch Record View for the selected inventory lot.
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| Saved Layouts | |
| Search Options |  |
| Fields | Description |
| Actual Cost | 
Database Field: ERPx_IMItem.CurrentCost |
| Allocated (+) |  This is a calculated field and not stored in the database.
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| Allocated (-) |  This is a calculated field and not stored in the database.
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| Available |  This can be edited when units or weight for an item on an inventory transaction has been entered or units or weight for an item on a sales order has been committed or allocated. This is a calculated field and not stored in the database. The Available balance is calculated as:
[On Hand] - [On Hold (-)] + [Committed (+)] - [Committed (-)] + [Allocated (+)]- [Allocated (-)] - [Quoted (-)] Note: Each of the Inventory Transactions and Sales Quote transactions can be conditionally included/excluded from the Available balances based on the "Include open ### transactions in Available balances" Inventory Preference. If the preference is set to "Yes", Inventory Transactions will be included in Committed and Allocated balances, and Quotes will be included in the Quoted balances and used to update the Available balances. If they are set to "No", they will not be included in Committed, Allocated and Quoted balances, so they will not update Available balances. Additionally, for Production Order Outputs/Inputs and unreceived Purchase Order quantities, these can be conditionally included/excluded from the Available balances based on the "First status to include ##### in Available balances" Inventory Preferences. If the transaction is set to a status equal to or greater than the Preference value, and is not in a status of Closed and not set to "Do Not Include", they will be used to update the Available balances, otherwise if the status is set to a value less than the Preference value, they will not be used to update Available balances. |
| Batch Comment |  This field defaults as blank. This can be edited from the 'Batch Comment' field on the Properties tab of the Production Batch record view.
Database Field: ERPx_IMProductionLot.LotComment |
| Batch Date |  This defaults to the date the batch was created. This can be edited from the 'Batch Date' field on the Properties tab of the Production Batch record view.
Database Field: ERPx_IMProductionLot.DateProduced
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| Batch Site ID |  This value defaults from the 'Site' selected on the Inventory transaction that created the Production Batch. This can be edited from the 'Production Batch Site' field on the Properties tab of the Production Batch record view.
Database Field: ERPx_IMProductionLot.ManufactureSiteSK |
| Closed By | Identifies the name of user that closed the Lot. It is formatted to be the "logged-in" users [User First Name] + [User Last Name]. This is a system assigned value and is never editable by a user. Database Field: ERPx_IMLotBalance.ClosedBy |
| Closed Date | Identifies the date that lot was closed, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user. Database Field: ERPx_IMLotBalance.ClosedDateTime |
| Committed (+) |  This is a calculated field and not stored in the database.
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| Committed (-) |  This is a calculated field and not stored in the database.
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| Cost UOM | 
Database Field: ERPx_IMItem.CostUOMSK |
| Costing Status |  This can be edited from the 'Costing Status' property on the Mass Update dialog.
Database Fields: ERPx_IMLotBalance.LayerCostingStatusEN |
| Country of Origin |  This field defaults as blank. This can be edited from the 'Country of Origin' tab of the Production Batch record view.
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| 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. |
| Days Until Expiration | |
| Expiration Date | 
Database Field: ERPx_IMProductionLot.ExpirationDate |
| Hold Code | Displays the name of the Hold Code placed on the lot. This defaults as blank and can be edited by setting the 'Hold Code' field on the Mass Update dialog box launched from the Lot Balances Inquiry list view.
Database Field: ERPx_IMLotBalanceHold.HoldCodeSK where ERPx_IMLotBalance.LotSK = ERPx_IMLotBalanceHold.LotSK |
| Is Lot Expired | Identifies 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 blank for Lots without a 'Batch Expiration Date' or for Lots with a 'Batch Expiration Date' that is >= the current date.
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| Item: Description |  This comes from and can be edited from the 'Item Description' field on the Properties tab of the Item record view.
Database Fields: ERPX_IMItem.ItemID, ERPX_IMItem.ItemDescription |
| Lot Status | Displays whether the Inventory Lot is Open or Closed. Displays "Closed" if the Lot has been closed or blank if the Lot is open. When created, inventory lots default as open. This can be edited by setting the 'Lot Status' field on the Mass Update dialog box launched from the Lot Balances Inquiry list view.
Database Field: ERPx_IMLotBalance.StatusSK |
| Market Cost | 
Database Field: ERPx_IMItem.MarketCost |
| On Hand |  This can be edited when units or weight for an item on an inventory transaction has been Posted or units or weight for an allocated item on a sales order has been Posted. This is a calculated field and not stored in the database.
Note: For companies that want unposted Sales Orders to update the On Hand balances as soon as they are marked as Shipped, they can set the "Include Shipped & Approved Sales Orders in On Hand balances" Inventory Preference to "Yes". |
On Hold (-)
|  When a lot is placed On Hold, the On Hold balance is taken from the Available balance. The On Hold balance is increased by the entire lot's On Hand balance (not the item's On Hand balance). The On Hold balance is decreased when the lot is removed from on hold and the amount is added back to the Available balance. This is a calculated field and not stored in the database.
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| Owner |  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.
Database Field: ERPx_IMLotOwner.OwnerName |
| Production Batch |  This value defaults from the 'Production Batch' value specified on the Inventory transaction that created the Production Batch. This can be edited from the 'Production Batch' field on the Properties tab of the Production Batch record view. If the inventory lot is committed and the item is not lot tracked, this value will display as "Item Tracked". If the inventory lot is committed and the item is not tracked, this value will display as "Commitments".
Database Field: ERPx_IMProductionLot.ProductionLotID |
| Quoted (-) | Displays the allocated quantity to be subtracted from the Available balance for an Inventory Lot or Item. This is a calculated field and not stored in the database. 
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| Received From |  This field defaults as blank. This can be edited from the 'Received From' tab of the Production Batch Record View.
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| Site ID |  This defaults 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.
Database Fields: ERPx_MFSite.SiteID, ERPx_IMLotBalance.SiteSK
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| Site Name |  This field defaults 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 field is not editable after the transaction has been Saved.
Database Fields: ERPx_MFSite.SiteName, ERPx_IMLotBalance.SiteSK
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| Standard Cost | 
Database Field: ERPx_IMItem.StandardCost |
| Unit UOM |  This field comes from and can be edited from the 'Inventory Unit UOM' property on the 'Properties' tab of the Item record view.
Database Field: ERPx_IMLotBalance.UnitsUOMSK |
| Units - Avail. |  This can be edited when units for an item on an inventory transaction has been entered or units for an item on a sales transaction have been committed, allocated or quoted. The Available Units balance is calculated as [On Hand Units] - [On Hold] - [Committed] - [Allocated] - [Quoted] + any balances from open transactions. This is a calculated field and not stored in the database.
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| Units - On Hand |  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.
Note: For companies that want unposted Sales Orders to update the On Hand balances as soon as they are marked as Shipped, they can set the "Include Shipped & Approved Sales Orders in On Hand balances" Inventory Preference to "Yes". |
| UOM |  This field comes from and can be edited from the 'Default Reporting UOM' property on the 'Properties' tab of the Item record view.
Database Field: ERPx_IMLotBalance.UnitsUOMSK or ERPx_IMLotBalance.WeightUOMSK |
| UOM Schedule |  This field comes from and can be edited from the 'UOM Schedule' property on the 'Properties' tab of the Item record view.
Database Field: ERPX_IMItem.UOMScheduleSK |
| Warehouse Lot |  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.
Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK
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| Weight - Avail. |  This can be edited when weight for an item on an inventory transaction has been entered or weight for an item on a sales transaction have been committed, allocated or quoted. The Available Weight balance is calculated as [On Hand Weight] - [On Hold] - [Committed] - [Allocated] - [Quoted] + any balances from open transactions. This is a calculated field and not stored in the database.
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| Weight - On Hand |  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.
Note: For companies that want unposted Sales Orders to update the On Hand balances as soon as they are marked as Shipped, they can set the "Include Shipped & Approved Sales Orders in On Hand balances" Inventory Preference to "Yes". |
| Weight UOM |  This field comes from and can be edited from the 'Inventory Weight UOM' property on the 'Properties' tab of the Item record view.
Database Field: ERPx_IMLotBalance.WeightUOMSK |
This list view also contains columns for each Attribute that is set up for the 'Items' attribute type, 'Production Batches' attribute type, and the 'Warehouse Lots' attribute type. Additionally, this list view also contains columns for each Lot Certification with a certification 'Type' of "Item & Site". Item attributes, 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.