The Item Balances List View displays item balances summarized by Site.

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

Software Version: 2024.04.12 and newer

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Search

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.
Group By Owner	Identifies whether item balances will be summarized by Lot Owner. This is a Yes/No lookup that is required and it defaults to "Yes". When set to "Yes", Item balances will be summarized by unique combination of Item+Site+Owner and the 'Owner' column will display the Lot Owner. When set to "No", Item balances will be summarized by unique combination of Item+Site and the 'Owner' column will be blank.
Include	Used to specify the type of balances or items/lots to include. This is a multi-select standard lookup that is required to return results. It defaults to "Products with Any Balance". The options available include: Products with Any Balance - Returns all Items with a non zero amount for the following columns: On Hand, On Hold, Committed Positive, Committed Negative, Quoted Negative, Allocated Positive, Allocated Negative, Available. Products with Available Balance - Returns all Items with an Available Balance (a non zero positive or negative available balance) Products with No Balance - Returns only items with no On Hand and no Available Balances This lookup contains the values in the IncludeInItemBalance Enumeration Class.
Item	Used to select one or more Items. This is a multi-select lookup that defaults to blank and is not required. If one or more Items are selected, the data returned will only include the selected Items. If blank, then no Items will be excluded. Identifies the Item, displayed as Item ID: Item Description. 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 lookup that defaults to blank and is not required. If one or more Item Classes are selected, the data returned will only include the selected Item Classes. If blank, then no Item Classes will be excluded. 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 lookup that defaults as blank and is not required. If one or more Owners are selected, the data returned will only include the selected Owners. If blank, then no Owners will be excluded. 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 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: Attr: [Attribute Value] (columns are not displayed by default in the grid, but may still be searched on) Item: [Item ID] or [Item Description] Owner: [Lot Owner] (column is not displayed by default in the grid, but may still be searched on) Batch: [Production Batch] (column is not visible in the grid, but may still be searched on) Site: [Site ID] or [Site Name] WLot: [Warehouse Lot] (column is not visible in the grid, but may still be searched on)
Site	Used to select one or more Sites. This is a multi-select lookup that defaults to blank and is not required. If one or more Sites are selected, the data returned will only include the selected Sites. If blank, then no Sites will be excluded. 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 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.

Page Detail

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.
More Actions	Displays a drop down menu of related actions. The list of options includes: IQ: Item History: Opens the Transaction History - Item Inquiry and displays the history of posted transactions at the item level for the selected item(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. IQ: Lot History: Opens the Transaction History - Lot Inquiry and displays the history of posted transactions at the inventory lot level for the selected item(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 item(s). LV: Lot Balance: Opens the Lot Balances List View and displays the inventory lot level balances for the selected item. RV: Item: Opens the Item Master File Record View for the selected item.
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
Actual Cost	Displays the Actual Cost assigned to the item or lot. If an item has multiple lots with different costs, the most recent cost will be displayed. The Actual Cost reflects the cost that will post to the General Ledger for Items with a 'Costing Method' of "Active". For some items this may be set from a default or "standard" cost rate and for other items this may reflect that actual amount paid to purchase or incurred to produce the product. For each individual LotSK, this is calculated as the [Actual Base Cost Rate] + sum of all the [Actual Cost Layer Rates]. Database Field: ERPx_IMItem.CurrentCost
Allocated (+)	Displays the allocated quantity to be added to the Available balance for an Inventory Lot or Item. This is a calculated field and not stored in the database. The Allocated (+) balance is the quantity, that has been allocated, on an open transaction containing incoming product. The Allocated (+) balance increases the Available balance. Unlike Committed (+) which represents "requested" balances, Allocated (+) represents "assigned" balances. For example, a Customer may order 15 Cases and only be shipped 10. The 10 Cases would signify what was actually shipped. The Allocated (+) balance is comprised of: Inventory transactions where the quantity of a Lot Tracked line item where the item has been saved with a Production Batch and/or Warehouse Lot (if the Site is Warehouse Lot tracked). For example, if 10 Cases were entered on a Receipt line item and either the Production Batch or Warehouse Lot was assigned, the Allocated (+) balance for that transaction would be 10. Production Orders where the quantity of an Output line item has been saved without a Production Batch and/or Warehouse Lot (if the Site is Warehouse Lot tracked). For example, if 10 Cases were entered on the transaction and either the Production Batch or Warehouse Lot was unassigned, the Allocated (+) balance for that transaction would be 10. Sales Returns where the line item has an allocated quantity. Note: each of the Inventory Transactions can be conditionally included/excluded from the Allocated balances based on the "Include open ### transactions in Available balances" Inventory Preference. If the preference are set to "Yes", they will be included in Allocated balances and used to update the Available balances, if they are set to "No", they will not be included in Allocated so they will not update Available balances. Additionally, for Production Order Outputs, these can be conditionally included/excluded from the Allocated balances based on the "First status to include Production Order Outputs in Available balances" Inventory Preference. 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", it will be included in Allocated balances and used to update the Available balances, otherwise if the status is set to a value less than the Preference value, it will not be included in Allocated so they will not update Available balances.
Allocated (-)	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. The Allocated (-) balance is the quantity, that has been allocated, on an open transaction containing outgoing product. The Allocated (-) balance reduces the Available balance. Unlike Committed (-) which represents "requested" demand on product, Allocated (-) represents the quantity that has been "assigned" and has/will ship. For example, if a Customer orders 15 cases and only 10 are allocated, the Available balance will be reduced by 15 made up of Allocated (-) of 10 cases and Committed (-) of 5 cases. The Allocated (-) balance is comprised of: Inventory transactions where the quantity of a Lot Tracked line item where the item has been saved with a Production Batch and/or Warehouse Lot (if the Site is Warehouse Lot tracked). For example, if 10 Cases were entered on a Production Input line item and either the Production Batch or Warehouse Lot was assigned, the Allocated (-) balance for that transaction would be 10. Production Orders where the quantity of an Input line item has been saved without a Production Batch and/or Warehouse Lot (if the Site is Warehouse Lot tracked). For example, if 10 Cases were entered on the transaction and either the Production Batch or Warehouse Lot was unassigned, the Allocated (-) balance for that transaction would be 10. Sales Transactions where a line item has been allocated. Note: Each of the Inventory Transactions can be conditionally included/excluded from the Allocated balances based on the "Include open ### transactions in Available balances" Inventory Preference. If the preference are set to "Yes", they will be included in Allocated balances and used to update the Available balances, if they are set to "No", they will not be included in Allocated so they will not update Available balances. Additionally, for Production Order Inputs, these can be conditionally included/excluded from the Allocated balances based on the "First status to include Production Order Inputs in Available balances" Inventory Preference. 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", it will be included in Allocated balances and used to update the Available balances, otherwise if the status is set to a value less than the Preference value, it will not be included in Allocated so they will not update Available balances.
Available	Displays the available balance of an item or Inventory Lot, stated in terms of the Item's "Reporting UOM". If the Item' Reporting UOM is "Lbs" then this would represent the Available Lbs. If the Item' Reporting UOM is "Case" then this would represent the Available Cases. 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.
Committed (+)	Displays the requested quantity to be added to the Available balance for an Inventory Lot or Item. This is a calculated field and not stored in the database. The Committed (+) balance is the ordered (requested) quantity, that has not yet been allocated, on an open transaction containing incoming product. The Committed (+) balance increases the Available balance. The Committed (+) balance is comprised of: Inventory transactions where the quantity of a line item has been saved without a Production Batch and/or Warehouse Lot (if the Site is Warehouse Lot tracked). For example, if 10 Cases were entered on a Receipt line item and either the Production Batch or Warehouse Lot was unassigned, the Committed (+) balance for that transaction would be 10. Open Production Orders where the quantity of an Output line item has been saved without a Production Batch and/or Warehouse Lot (if the Site is Warehouse Lot tracked). For example, if 10 Cases were entered on the transaction and either the Production Batch or Warehouse Lot was unassigned, the Committed (+) balance for that transaction would be 10. Open Purchase Orders where the quantity of an inventory item has been saved and not yet received (on a Posted Receipt transaction). For example, if the inventory item on the Purchase Order is for 100lbs and has not yet been received, the Committed (+) balance for that item would be 100lbs. If a Receipt is then Posted with 60lbs of that item, the Committed (+) balance would be 40lbs. Sales Returns: Items on Sales Order Shipments, where the Requested Returned quantity is greater than the Allocated quantity. When this occurs, it is calculated as [Requested] - [Allocated]. For example, if 15 Cases were being returned and 3 have been allocated, the Committed (+) balance would be 12. Note, this amount cannot be negative. For example, if there were 5 Cases requested for return and 7 Allocated, the Committed (+) balance would be 0 not -2. Note: Each of the Inventory Transactions can be conditionally included/excluded from the Committed balances based on the "Include open ### transactions in Available balances" Inventory Preference. If the preference are set to "Yes", they will be included in Committed balances and used to update the Available balances, if they are set to "No", they will not be included in Committed so they will not update Available balances. Additionally, for Production Order Outputs and unreceived Purchase Order quantities, these can be conditionally included/excluded from the Committed 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 included in Committed balances and used to update the Available balances, otherwise if the status is set to a value less than the Preference value, they will not be included in Committed so they will not update Available balances.
Committed (-)	Displays the requested 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. The Committed (-) balance is the ordered (requested) quantity, that has not yet been allocated, on an open transaction containing outgoing product. The Committed (-) balance reduces the Available balance. The Committed (-) balance is comprised of: Inventory transactions: where the quantity of a Lot Tracked line item where the item has been saved without a Production Batch and/or Warehouse Lot (if the Site is Warehouse Lot tracked). For example, if 10 Cases were entered on a Production Input line item and either the Production Batch or Warehouse Lot was unassigned, the Committed (-) balance for that transaction would be 10. Open Production Orders where the quantity of an Input line item has been saved without a Production Batch and/or Warehouse Lot (if the Site is Warehouse Lot tracked). For example, if 10 Cases were entered on the transaction and either the Production Batch or Warehouse Lot was unassigned, the Committed (-) balance for that transaction would be 10. Open Purchase Orders where a negative quantity of an inventory item has been saved and not yet received (on a Posted Receipt transaction). For example, if the inventory item on the Purchase Order is for -100lbs and has not yet been received, the Committed (-) balance for that item would be -100lbs. If a Receipt is then Posted with -60lbs of that item, the Committed (-) balance would be -40lbs. Sales Transactions: Items on Sales Order Shipments, where the Shipment has not been Shipped, where the Ordered quantity is greater than the Allocated quantity. When this occurs, it is calculated as [Ordered] - [Allocated]. For example, if 15 Cases were ordered and 3 have been allocated, the Committed (-) balance would be 12. Note, this amount cannot be negative. For example, if there were 5 Cases ordered and 7 Allocated, the Committed (-) balance would be 0 not -2. Note: Each Inventory Transaction can be conditionally included/excluded from the Committed balances based on the "Include open ### transactions in Available balances" Inventory Preference. If the preference are set to "Yes", they will be included in Committed balances and used to update the Available balances, if they are set to "No", they will not be included in Committed so they will not update Available balances. Additionally, for Production Order Inputs, these can be conditionally included/excluded from the Committed balances based on the "First status to include Production Order Inputs in Available balances" Inventory Preference. 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", it will be included in Committed balances and used to update the Available balances, otherwise if the status is set to a value less than the Preference value, it will not be included in Committed so they will not update Available balances.
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. Database Field: ERPx_IMItem.CostUOMSK
Item: Description	Identifies the Item, displayed as Item ID: Item Description. This comes from and can be edited from the 'Item Description' field on the 'Properties' tab of the Item record view. Database Field: ERPX_IMItem.ItemID, ERPX_IMItem.ItemDescription
Lot Tracked	Identifies whether or not item balances are maintained for "Production Batches". This comes from the 'Lot Tracked' property on the 'Properties' tab of the Item record view. This field is not editable. Database Field: ERPX_IMItem.TrackMethodEN
Market Cost	Displays the Market Cost assigned to the item or lot. This is the Market base cost when the the Source is Base and Market layer cost when the source is Layer. If an item has multiple lots with different costs, the most recent cost will be displayed. The Market Cost reflects the estimated "market" value for the inventory. Market Costs are typically set by taking Actual costs and adding additional components such as delivered freight, brokerage/rebate amounts, and desired profit margin. For each individual LotSK, this is calculated as the [Market Base Cost Rate] + sum of all the [Market Cost Layer Rates]. Market Costs are typically maintained in companies where costs and/or margin needs to be shown/used in Sales Order based on the current market value of the item, not the Actual costs. Database Field: ERPx_IMItem.MarketCost
On Hand	Displays the On Hand balance of an item or Inventory Lot, stated in terms of the Item's "Reporting UOM". If the Item' Reporting UOM is "Lbs" then this would represent the On Hand Lbs. If the Item' Reporting UOM is "Case" then this would represent the On Hand Cases. 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. The On Hand balance is intended to reflect the quantity of an Inventory Lot that is physically in the facility. On-Hand balances are maintained for all items with an 'Item Type' of "Sales Inventory" whether they are Lot Tracked or not. On Hand balances are updated when the 'Status' of Inventory and Sales transactions is changed to "Ready To Post". However, for companies that want unposted Sales Orders to updated 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". The On Hand balance is the starting point of the Available balance calculation. 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 (-)	Displays the On Hold balance of an item or Inventory Lot, stated in terms of the Item's "Reporting UOM". If the Item' Reporting UOM is "Lbs" then this would represent the On Hold Lbs. If the Item' Reporting UOM is "Case" then this would represent the On Hold Cases. 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. The On Hold balance reflects the On Hand balance of an Inventory Lot with a Hold Code assigned, provided the 'On Hand' balance is > 0.00. For example, if the 'On Hand' balance of an Inventory Lot is 10.00 Lbs and the Lot is put on Hold, then the 'On Hold' balance will be 10 Lbs. If the 'On Hand' balance of an Inventory Lot is -30.00 Lbs and the Lot is put on Hold, then the 'On Hold' balance would be 0.00 Lbs (because the Lot balance was <= 0.00). On Hold balances are updated when a Hold Code is assigned or removed from an Inventory Lot. Hold Codes can be assigned to any Inventory Lot and the On Hold balances always reduce the Available balance. Inventory Lots that are On Hold cannot be allocated to a sales transaction, unless done so by a user that is assigned in the 'Can Override' property on the Hold Code, and they cannot be allocated to any inventory transaction. An Inventory Lot can only have a single Hold Code applied at any given time.
Owner	Identifies a the Lot Owner for a line item. This comes from the 'Owner' field for a line item on the Items grid on an Inventory transaction. This is not editable. 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. 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_IMLotOwner.OwnerName
Quoted (-)	Displays the requested 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. The Quoted (-) balance is the ordered (requested) quantity, that has not yet been allocated, on an open Quote transaction containing outgoing product. The Quoted (-) balance reduces the Available balance if the “Include Quote transactions in Available balances” preference is set to “Yes”. Once Quote transactions are saved as Approved (and therefore converted to a Sales Order), the Quoted (-) quantity for the corresponding item/lot will be blank and will be displayed in the Committed (-) column. Note: Each Quote Transaction can be conditionally included/excluded from the Quoted balance based on the "Include Quote transactions in Available balances" Inventory Preference. If the preference are set to "Yes", they will be included in Quoted balances and used to update the Available balances, if they are set to "No", they will not be included in Quoted so they will not update Available balances.
Site ID	Identifies the unique Site ID (warehouse ID) of the Site the transaction, shipment, item, or lot is associated with. 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 field 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_IMLotBalance.SiteSK
Site Name	Identifies the name of the Site (Warehouse) that the transaction, shipment, receipt, item, or lot is associated with. 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. 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	Displays the Standard Cost assigned to the item or lot. This is the Standard base cost when the Source is Base and Standard layer cost when the source is Layer. If an item has multiple lots with different costs, the most recent cost will be displayed. The Standard Cost reflects the pre-determined "target" value for the inventory. For each individual LotSK, this is calculated as the [Standard Base Cost Rate] + sum of all the [Standard Cost Layer Rates]. Standard Costs are typically managed in companies where items have a planned or target cost amount and any variances to actual costs are reflected as expenses on the P&L and not in the Inventory Balance Sheet accounts.
Units - Avail.	Displays the available units of the item or lot at the corresponding site. 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.
Units - On Hand	Displays the On Hand units of the item at the corresponding Site or Inventory Lot. 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".
Unit UOM	Identifies the default inventory unit of measure that the units are stored in (boxes, Bags, Cases, Totes, etc.) for the item. This field comes 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 Field: ERPX_IMItem.DefaultIMUnitUOMSK
UOM	Identifies the default reporting unit of measure that the weight (Lbs, Kg, Oz, Ton, etc.) or units (boxes, Bags, Cases, Totes, etc.) of the item is stored in. 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_IMItem.DefaultIMUnitUOMSK or ERPX_IMItem.DefaultIMWeightUOMSK
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 and can be edited from the 'UOM Schedule' property on the 'Properties' tab of the Item record view. Database Field: ERPX_IMItem.UOMScheduleSK
Weight - Avail.	This field displays the available weight of the item or lot at the corresponding site. This can be edited when weight for an item on an inventory transaction has been entered or weight for an item on a sales order 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.
Weight - On Hand	Displays the On Hand weight of the item at the corresponding Site or Inventory Lot. 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	Identifies the default inventory unit of measure that the weight is stored in (Lbs, Kg, Oz, Ton, etc.) for the item. This field comes 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 Field: ERPX_IMItem.DefaultIMWeightUOMSK

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