The Find Lots page allows users to directly allocate lots to inventory transactions. Allocated lots added from here are added as line item(s) to the transaction.

This inquiry also contains columns for each Attribute that is set up for the 'Warehouse Lots' attribute type. Because these are user defined, they are not included in the default view but can be added a saved layout. Attributes are not included in the help documentation.

Software Version: 2024.12.16 and newer

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Toolbar Icons	Description
Grid Layout
Help
Save / Save & Close
Fields	Description
Allocate From	A lookup to displays the Site (displayed as [Site ID] - [Site Name]) where lots are being allocated from. This defaults from the Site on the source transaction the page was opened from, is required, and cannot be edited.
Transaction Lines	A textbox to displays the number of lots that have been allocated. This is a calculated field that is updated on Save and cannot be edited.

Grid

Columns	Description
Toolbar Icons	Description
Excel
Refresh	Refreshes the contents of the page.
Search	Allows users to search lots by Item ID Item Description Production Batch ID Item Attributes Production Batch Attributes Users can also enter multiple search criteria e.g., 'Item ID & Production Batch ID'.
Actual Cost	Database Field: ERPx_IMItem.CurrentCost
Allocate	A checkbox to quickly allocate the entire contents of the Lot. Clicking the checkbox updates the allocated Units and Weight to their entire amounts.
Available Units	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.
Available Weight	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.
Batch Date	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	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
Cost UOM	Database Field: ERPx_IMItem.CostUOMSK
Country of Origin	This field defaults as blank. This can be edited from the 'Country of Origin' tab of the Production Batch record view.
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
Gross Weight	This field allows users to enter the gross weight for the allocated item. This field is only enabled for transfer transactions and is not required.
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 Fields: ERPx_MFHoldCode.HoldCode, 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.
Item ID	Database Field: ERPx_IMItem.ItemID
Item Description	Database Field: ERPx_IMItem.ItemDescription
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
Market Cost	Database Field: ERPx_IMItem.MarketCost
On Hand Units	This is updated when units for an item on an inventory or sales transaction 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 Hand Weight	This can be updated when weight for an item on an inventory or sales transaction 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".
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
Received From	This field defaults as blank. This can be edited from the 'Received From' tab of the Production Batch Record View.
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
Standard Cost	Database Field: ERPx_IMItem.StandardCost
Units	A numeric field to enter the quantity of 'Units' being allocated. This is enabled and required for Items with a 'Manage Items By' of either "Units Only" or "Units and Weight". For "Units and Weight" Items, updating the Units also updates the Weight. If the Item is a 'Fixed Weight' Item, changing the Units always changes the Weight. If the Item is a 'Variable Weight' Item, changing the Units only updates the Weight on the first change.
Units 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
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
Weight	A numeric field to enter the quantity of 'Weight' being allocated. This is enabled and required for Items with a 'Manage Items By' of either "Weight Only" or "Units and Weight". For "Units and Weight" Items, updating the Weight also updates the Units. If the Item is a 'Fixed Weight' Item, changing the Weight always changes the Units. If the Item is a 'Variable Weight' Item, changing the Weight only updates the Units on the first change.
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

Certifications and production batch attributes are also displayed as columns. Production batch attributes are not in the system view.

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