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Commitments and Allocations Inquiry

Commitments and Allocations Inquiry

Apr 12, 2024

The Commitments and Allocations inquiry displays details of lots that have been allocated or are committed on other unposted Sales and Inventory transactions. This represents the details of the summarized Allocation and Commitment values in the Item and Lot Balance Inquiries. This inquiry can be accessed from the Inquiries page or from the Item Balances Inquiry and Lot Balances Inquiry List Views by selecting a one or more line item(s) and clicking "View Commitments and Allocations" toolbar icon. 

 The grid 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

[ 1 Page Header ] [ 1.1 Search ] [ 2 Page Detail ] [ 2.1 Related Topics ] [ 2.1.1 Page Definitions ] [ 2.1.2 Technical Details ]

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Item

 This is a multi-select standard lookup that is required to return results. It defaults as blank.

The lookup contains a list of all Items in the Items master file.

Site

This is a multi-select standard lookup that is required to return results. It defaults as blank.

The lookup contains a list of all active Sites.

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  • LV: Warehouse Lot - Opens the Warehouse Lot List View, in a new tab, filtered for the selected record's Warehouse Lot. 

  • RV: Item - Opens the Item Record View, in a new tab, for a selected Item. 

  • RV: Production Batch - Opens the Production Batch Record View, in a new tab, filtered for the selected record's Production Batch.

  • RV: Transaction - Opens the appropriate transaction record view, in a new tab, for a selected record with a Transaction Type of: Adjustment, Production, Production Order, Receipt, Transfer, Transfer Receipt, Purchase Order, Sales Order, or Sales Return.

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Allocated (+)

Database Fields: ERPx_IMTransactionDetail.EffectOnInventoryUnits or ERPx_IMTransactionDetail.EffectOnInventoryWeight

Allocated (-)

Database Fields: ERPx_IMTransactionDetail.EffectOnInventoryUnits or ERPx_IMTransactionDetail.EffectOnInventoryWeight

Committed (+)

 

 

Database Fields: ERPx_IMTransactionDetail.EffectOnInventoryUnits or ERPx_IMTransactionDetail.EffectOnInventoryWeight

Committed (-)

 

Database Fields: ERPx_IMTransactionDetail.EffectOnInventoryUnits or ERPx_IMTransactionDetail.EffectOnInventoryWeight

Customer Name

 Identifies the name of the customer assigned to the sales transaction. This field comes from the 'Customer Name' property on the Properties tab of the Customer record view.

Note: This is only displayed for Transaction Types 'Order' and 'Return'.

Database Fields: ERPx_ARCustomer.CustomerName, ERPx_SOOrderHeader.CustomerSK

Days until Expiration

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, ERPx_IMTransactionDetail.ItemSK, ERPx_SOOrderItem.ItemSK

PO#

 Displays the Purchase Order number that was entered on the Inventory Receipt transaction or Sales transaction. This field comes from and can be edited from the 'Purchase Order' field on the Home tab of the Receipt transaction record view or Sales Order record view while the transaction is in a Status of 'New'.

Note: This is only displayed for Transaction Type 'Receipt' or 'Order'.

Database Field: ERPx_IMTransactionHeader.PONumber, ERPx_SOOrderHeader.PurchaseOrder

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.

Salesperson - Inside

Identifies the Inside Salesperson associated with the transaction. This can be edited from the 'Salesperson - Inside Sales' field on the Properties tab of the transaction record view.

Database Fields: ERPx_SOSalesperson.SalespersonName,  ERPx_SOOrderHeader.InsideSalespersonSK

Salesperson - Outside

Identifies the Outside Salesperson associated with the transaction. This can be edited from the 'Salesperson - Outside Sales' field on the Properties tab of the transaction record view.

Database Fields: ERPx_SOSalesperson.SalespersonName,  ERPx_SOOrderHeader.OutsideSalespersonSK

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/Return transaction. This is not editable after the transaction has been Saved.

Database Fields: ERPx_MFSite.SiteID, ERPx_IMTransactionHeader.SiteSK, ERPx_SOOrderHeader.SiteSK

Transaction ID

This value is system generated when the transaction is created and is not editable.

Database Fields: ERPx_IMTransactionHeader.TransactionID, ERPx_SOOrderHeader.OrderID

Transaction Status

This can be edited from the 'Status' field on the 'Home' tab of the inventory transaction record view or the sales order record view. This is always editable while the inventory transaction or sales order/return has not been posted.

The Statuses that apply to transactions in this inquiry include:

 

Database Fields: ERPx_IMTransactionStatus.TransactionStatusName, ERPx_IMTransactionHeader.TransactionStatusSK, ERPx_SOOrderStatus.OrderStatusName, ERPx_SOOrderHeader.OrderStatusSK

Transaction Type

This comes from the 'Transaction Type' property on the 'Properties' tab of the Transaction Class Record View for the associated transaction. This is not editable after the Transaction Class has been saved.

Database Fields: ERPx_IMTransactionType.TransactionTypeDescription, ERPx_SOOrderType.OrderTypeName, ERPx_IMTransactionHeader.TransactionTypeSK, ERPx_SOOrderHeader.OrderTypeSK

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_IMItem.DefaultReportingUOMSK

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_IMTransaction.WarehouseLotSK