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Find Lots Record View - Sales Order

Find Lots Record View - Sales Order

Sept 19, 2025

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. 

This page contains columns for each attribute setup for the 'Items' attribute type, 'Production Batches' attribute type and the 'Warehouse Lots' attribute type. 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 to a saved column layout. Attributes and Lot Certifications are not included in the help documentation.

Software Version: 2025.09.17 and newer

[ 1 Page Header ] [ 1.1 Filters Tab - Search ] [ 1.2   ] [ 1.3 Order Summary Tab ] [ 2 Page Details ] [ 2.1 Related Topics ] [ 2.1.1 Page Definitions ] [ 2.1.2 Technical Details ]

Page Header

Filters Tab - Search

Search Options

Description

Search Options

Description

Filter For

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

 This is a multi-select standard lookup that is not required to return results. It defaults as blank.

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

Item Class

This is a multi-select standard lookup that is not required to return results. It defaults as blank. 

The lookup contains a list of all Item Classes.

Lot Owner

 This is a multi-select standard lookup that is not required to return results. It defaults as blank.

The lookup contains a list of all Lot Owners.

Search

  • 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

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

 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.

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

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.

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

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.".

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

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.".

Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK