The purpose of this page is to both search for and allocate inventory lots to sales Orders and Quotes in a single step. This page is most useful when you are entering an order interactively with a custom and/or selling out of existing inventory. Allocated Lots are added to the Sales transaction as either a new transaction line or as an update to an existing line. Users can view order progress by clicking on the 'Order Summary' tab.

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.

This page also contains columns for each attribute setup for 'Items' and 'Production Batches'. Additionally, this record view also contains columns for each Lot Certification with a certification 'Type' of "Item & Site". Because these are user defined, they are not included in the default view but can be added a saved column layout. Item attributes, Production Batch attributes and Lot Certifications are not included in the help documentation.

Software Version: 2024.04.12 and newer

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Filters Tab - Search

Search Options	Description
Filter For	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 "Lots with Available Balance". The options available include: Lots with Available Balance: Returns all inventory lots with either a positive or negative Available Balance (a non-zero available balance) This lookup contains the values in the IncludeInLotBalance Enumeration Class.
Item	Used to select one or more Items. This is a multi-select standard lookup that is not required to return results. It defaults as blank. Item IDs are the unique identifier for Items. 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 standard lookup that is not required to return results. It defaults as blank. 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 standard lookup that is not required to return results. It defaults as blank. 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.
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 visible in the grid, but may still be searched on) Batch: [Production Batch] Item: [Item ID] or [Item Name] Owner: [Lot Owner] Site: [SIte ID] or [Site Name] WLot: [Warehouse Lot]

Order Summary Tab

Fields	Description
Is Sub Item	Displays whether the item is a substitute item and the item description of the item which it was substituted for. This is a non-editable text box that is not required. It defaults a blank. This field is never editable and is not stored in the database.
Item	Identifies the Item, displayed as Item ID: Item Description. This is a non-editable text box that is required. It defaults from the saved item(s) on the sales transaction. This field can be edited from the 'Item Description' field on the 'Properties' tab of the Item Record View. Item IDs are the unique identifier for Items. Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_SOOrderItem.OrderItemSK
Ord. Units	Displays the number of units ordered for the line item. This is a non-editable text box that is not required. It defaults as the item unit quantity saved on the transaction; else it defaults to "0.00". This field also defaults to "0.00" if the item's "Manage Item By' property is set to "Weight Only". This field is editable from the 'Ord. Units' column for the associated item on the Sales Order Record View while the status of the transaction is less than "Shipped". Database Field: ERPx_SOOrderItem.OrderedUnits
Ord. Weight	Displays the weight ordered for the line item. This is a non-editable text box that is not required. It defaults as the item weight saved on the transaction; else it defaults to "0.00". This field also defaults to "0.00" if the item's "Manage Item By' property is set to "Units Only". This field is editable from the 'Ord. Weight' column for the associated item on the Sales Order Record View while the status of the transaction is less than "Shipped.". Database Field: ERPx_SOOrderItem.OrderedWeight
Ship By	Identifies the date the shipment containing the item is scheduled to leave the Site, formatted from the users 'Date Format' preference. This is a non-editable text box that is required for the transaction to be saved in a status of 'Shipped' or greater. This field defaults from the 'Ship By' field for the associated Item on the Items grid on the Sales Order Record View. It can be edited from the 'Ship By' field on the 'Shipments' tab of the Sales Order Record View. Database Fields: ERPx_SOOrderItem.ScheduledShipDate, ERPx_LMLoadHeader.ScheduledShipDate
Site	Identifies the unique Site ID (warehouse ID) of the Site the transaction, shipment, item, or lot is associated with. This is a non-editable text box that is required. It defaults from the 'Site' field on the Items grid on the Sales Order Record View. It can be edited from the 'Site' field on the 'Shipments' tab of the Sales Order 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_LMLoadHeader.SiteSk
Units	Displays the allocated units to be added or subtracted from the Available balance for the line item. This is a non-editable text box that is not required. It defaults as the unit quantity allocated for the item saved on the transaction, else it defaults to "0.00". This field also defaults to "0.00" if the item's "Manage Item By' property is set to "Weight Only". This field is editable from the 'Alloc. Units' column for the associated inventory lot on the Find Lots Record View or the 'Units' column for the associated item on the Allocate Sales Transaction Item Record View for the transaction while the status of the transaction is less than "Approved". Database Field: ERPx_SOOrderHeader.AllocatedUnits
Units UOM	Identifies the unit of measure that the units are stored in (Box, Bag, Case, Each, Tote, etc.) for a line item or on the transaction. This is a non-editable text box that is required. It defaults from the 'Sales Order Unit UOM' field on the 'Properties' tab of the Item Record View. It can be edited from the 'Units UOM' field on the Items grid on the Sales Order Record View while the status of the transaction is less than "Shipped.". 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_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK
Weight	Displays the allocated weight to be added or subtracted from the Available balance for the line item. This is a non-editable text box that is not required. It defaults as the weight quantity allocated for the item saved on the transaction, else it defaults to "0.00". This field also defaults to "0.00" if the item's "Manage Item By' property is set to "Units Only". This field is editable from the 'Alloc. Weight' column for the associated inventory lot on the Find Lots Record View or the 'Weight' column for the associated item on the Allocate Sales Transaction Item Record View for the transaction while the status of the transaction is less than "Approved.". Database Field: ERPx_SOOrderHeader.AllocatedWeight
Weight UOM	Identifies the unit of measure that the weight is stored in (Lbs, Kg, Oz, Ton, etc.) for a line item or on the transaction. This is a non-editable text box that is required. It defaults from the 'Sales Order Weight UOM' field on the 'Properties' tab of the Item Record View. It can be edited from the 'Weight UOM' field on the Items grid on the Sales Order Record View while the status of the transaction is less than "Shipped.". 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_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK

Page Details

Toolbar Icons	Description
Add as New Item	Takes all item(s) where users have entered allocated units or allocated weight and adds new line item(s) to the transaction, regardless of the existence of an identical item already on the transaction. If the checkbox next to the inventory lot is checked, but no allocated units or allocated weight was entered, then the inventory lot's full available quantities will be allocated. The 'Ord. Units' and 'Ord. Weight' fields will automatically populate from the 'Alloc. Units' and 'Alloc. Weight' fields. Additionally, the 'Price' field will default to "0.00". Note: Users may enter either positive or negative allocations.
Add to Existing Item	Replaces any existing allocations and updates the line item with the new allocation amounts, assuming the item and site combination already exists on the transaction. However, if the allocation amounts entered on the Find Lots page for the inventory lot do not match an existing order item and site combination, a new line item will be added to the transaction. If the checkbox next to the inventory lot is checked, but no allocated units or allocated weight was entered, then the inventory lot's full available quantities will be allocated. The 'Ord. Units' and 'Ord. Weight' fields will not be updated when allocations are made to existing line items. Note: Users may enter either positive or negative allocations.
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.
Go to Order	Opens the Sales Transaction Record View for the current transaction.
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: Lot History: Opens the Transaction History - Lot Inquiry, filtered for the selected item's inventory lot. LV: Commitments and Allocations: Opens the Commitment and Allocations Inquiry, filtered for the selected item's inventory lot. LV: Warehouse Lot: Opens the Warehouse Lot List View, filtered for the selected item's Warehouse Lot. RV Item: Opens the Item Record View for the selected item. RV: Production Batch: Opens the Production Batch Record View, filtered for the selected item's Production Batch.
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. This field is never editable. 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_IMLotCostHistory.Cost, ERPx_IMLotBalance.ActualCost
Batch Comment	Displays the batch comment assigned to the corresponding Production Batch. 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	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 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
Batch Site ID	Identifies the Site where the Production Batch was born, created, or initially received. 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	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
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 is a non-editable text box that is not required. It defaults from the 'Country of Origin' field on the 'Properties' tab of the Production Batch Record View. This field is never editable.
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	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".
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. Database Field: ERPx_IMProductionLot.ExpirationDate
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: Description	Identifies the Item, displayed as Item ID: Item Description. This is a non-editable text box that is required. 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:ItemDescription
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. 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_IMLotCostHistory.MarketCost, ERPx_IMLotBalance.MarketCost
Owner	Identifies the Lot Owner of the Inventory Lot. 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. 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
Production Batch	Identifies the Production Batch ID of the Lot. 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". 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	Displays the name of the Vendor, Fisherman, or Grower that was the source of the Production Batch on the Receipt transaction. The value is stored in the 'Received From' Tab on the Production Batch Record View. If no 'Received From' has been assigned, this will be blank, if there is only one 'Received From' assigned to the Production Batch then the name of that source will be displayed. If there is more than one name assigned on the 'Received From' Tab then this will indicate "Multiple". This field defaults as blank. This can be edited from the 'Received From' tab of the Production Batch Record View.
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 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_SOOrderHeader.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_SOOrderHeader.SiteSK
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 field defaults from the 'Storage Begin Date' assigned to the corresponding Warehouse Lot. This can be edited from the Warehouse Lots list view, or the Receipt transaction record view via the Mass Update window. Database Field: ERPx_IMWarehouseLot.StorageBeginDate
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 field defaults from the 'Storage Renewal Day' assigned to the corresponding Warehouse Lot. This can be edited from the Warehouse Lots list view, or the Receipt transaction record view via the Mass Update window. Database Field: ERPx_IMWarehouseLot.StorageRenewalDay
Units	Displays the number of units allocated for the item on the transaction. This is a numeric textbox that is sometimes required. This field is required and editable only if the item is managed by Units Only or Units or Weight. It defaults as blank may be either a positive or a negative number. This field will allow the user to enter the number of decimals set for the selected item on the 'Unit Decimals' property on the 'Properties' tab of the Item Record View. This field is not stored in the database. If this field is editable, the following will be enforced: For an item that is fixed weight and requires whole units: When Units are entered: the value will be rounded up to the nearest integer then the Weight will automatically be calculated based on the Units integer value. For an item that is fixed weight and does not require whole units: When Units are entered: the Weight will automatically be calculated based on the Units value. The Units value does not have to be an integer. For an item that is variable weight and requires whole units: When Units go from empty to a value: the value will be rounded up to the nearest integer then the Weight will automatically be calculated based on the Units integer value. When Units go from one value to another: the value will be rounded up to the nearest integer but the Weight will NOT be recalculated.