The purpose of the Find Items page is to assign items, quantities, and prices to Sales Orders. When the page opens, all items that have been setup as a "Favorite" will be displayed, making data entry faster. However, if there are no favorites setup or you wish to order an item that is not a favorite, you can enter any part of the Item ID or Item Description in the Search box and either click the 'Refresh' icon or press the Enter key to populate the grid with the items matching your parameters.

If the page was opened by clicking on "Find Items", the On Hand and Available balances will not be calculated and will be blank. Use this option if balances are not necessary when entering the items the customer has requested.
If the page was opened by clicking on "Find Items with Balances", the On Hand and Available balances will be calculated for the selected Site(s). Use this option to ensure the items are in stock when entering the order.

All items that have been ordered, and their quantities & prices, are shown an the 'Order Summary' tab. Important Customer information is shown on the 'Customer Info' tab.

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: 2025.09.17 and newer

[ 1 Filters Tab ] [ 2 Items Grid ] [ 3 Order Summary Tab ] [ 4 Customer Info Tab ] [ 4.1 Related Topics ] [ 4.1.1 Page Definitions ] [ 4.1.2 Technical Details ]

Filters Tab

Toolbar Icons	Description

Toolbar Icons

Description

Search

Item Description
Item ID

Once items have been added to the grid and users have entered the quantities they wish to order for the item(s), there are two ways to add the item(s) to the order, users can click back into the Search box and press the Enter key or click the Refresh button.

Show Balances By

(Note: This is only visible from the Find Items with Balances page)

This allows users to choose how they want to see the Item's balances in the grid with the following options:

Summarized by Item: This option filters the grid items to display the corresponding Item's total balance for all the selected Site(s) on one line.
Detailed by Item and Site: This option filters the grid items to display the corresponding Item's balance per Site that is selected. If multiple instances of the same item are ordered across different sites with the exact same price, one line item will be added to the order with the total Units/Weight and price that was specified for all the items. If multiple instances of the same item are ordered across different sites with a different price, a line item for each price will be added to the order.

Site

(Note: This is only visible from the Find Items with Balances page)

Displays the Site that was selected on the Select Ship-To page/ Sales Order record view, or if one was not specified when creating the order, the Default site that is specified on the corresponding transaction class record. If the selected Site has any related Sites that are visible to Sales, these are also selected when the user opens the Find Items with Balances page.

Items Grid

Toolbar Icons

Toolbar Icons
Column Filter Show/Hide
Excel
Go to Order
Group By Show/Hide
Help
More Actions	IQ Lot Balances: Opens the Lot Balances Inquiry in a new tab/window for the selected Item(s) for the corresponding Site(s). If no Item(s) is selected the inquiry opens filtered for all Items for the corresponding Site(s). Note: This option is only visible from the Find Items with Balances page. IQ: Sales Item History: Opens the Sales Item History Inquiry in a new tab/window for the selected Item(s) ordered on posted sales transactions in the past 90 days for the corresponding Customer. If no Item(s) is selected the inquiry opens filtered for all Items for the associated customer.
Quick Column Filter
Refresh
Saved Layouts
Fields
Cost Rate	Displays the Cost Rate assigned to the item or lot. This is a non-editable text box that is not required. If there is a cost associated with the Item/Lot it defaults to the most current Cost Rate in the Item's Cost UOM, otherwise it defaults as "0.00000". Database Field: ERPx_IMItem.CurrentCost
Extended Amount	This is a non-editable text box that is not required. It defaults as "0.00". It is calculated as [Units or Weight Quantity] x [Price], where the Units or Weight Quantity is based on the 'Price UOM' field. It can be edited by updating the 'Units', 'Weight', 'Price' or 'Price UOM' fields. This is a calculated field and not stored in the database.
Invoice Description	Identifies the Item ID and Sales Invoice Description. This is a non-editable text box that is required. This defaults from the 'Item ID' and 'Sales Invoice Description' fields on the 'Properties' tab of the Item Record View. However, if a 'Customer Item ID' and/or 'Customer Item Description' has been setup for the item in the 'Favorites' tab of the Customers or Customer Addresses Record View, then this field will display them. Database Field: ERPx_IMItem.ItemID:SalesInvoiceDescription
Item: Description	This is a non-editable text box that is required. It defaults from and can be edited from the 'Item ID' and 'Item Description' fields on the 'Properties' tab of the Item Record View. Database Field: ERPx_IMItem.ItemID:ItemDescription
Gross margin Pct.	Identifies the percent margin of the item by comparing the Price with the Cost Rate. This is a non-editable text box that is not required. This field defaults to "0.0000". It is calculated as (([Price] - [Cost Rate]) / [Price]) * 100 when the page is refreshed with ordered quantities for an item. This field can be updated by editing the 'Price' field on this page. This field is not stored in the database.
Price	This is a numeric text box that is not required. For new Orders, prices are assigned in the following hierarchy: If there is one or more Price Lists assigned to the Customer Ship-to Address, then find the 1st instance of the Item with a valid Price List Effective Date and use that price. If the item cannot be found with a valid Price List Effective Date then set the Price at 0.00. If there is one or more Price Lists assigned to the Customer, then find the 1st instance of the Item with a valid Price List Effective Date and use that price. If the item cannot be found with a valid Price List Effective Date then set the Price at 0.00. Defaults as "0.00". For existing Orders the price defaults from the 'Current Price' field on the 'Sales_Order_Items' tab of the Price List Record View. This field is always editable. Database Field: ERPx_SOOrderItem.ItemPrice
Price UOM	This is a single-select standard lookup that is not required. If the item is on a Price List, it defaults from the 'Price UOM' field on the 'Sales_Order_Items' tab of the Price List Record View. Else if the item is not on a Price List, then it defaults from the 'Default Price UOM' field on the 'Properties' tab of the Item Record View. This field is always editable. This lookup contains the selected 'Units UOM' value and the selected 'Weight UOM' value for the item. Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.DefaultSOPriceUOMSK
Site	This is a non-editable text box that is required. This defaults from the selected 'Ship From Site' field on the Select Ship-To Record View. This is never editable. Database Fields: ERPx_MFSite.SiteID, ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK
Units	Identifies the number of ordered units for the line item, formatted to the Item's 'Unit Decimals'. This is a numeric text box that is sometimes required, depending on the item type, to add the item to the transaction. This field is disabled and not required if the item's 'Manage Items By' property is "Weight Only". It defaults as 0 and is always editable if it is enabled. When Units go from one value to another on an item that is variable weight and requires whole units, Weight is not recalculated if the item's 'Allow Variable Ordered Qty' property is set to "Yes". Else, if the property is set to "No", then Weight will be recalculated. Database Field: ERPx_SOOrderItem.OrderedUnits
Units UOM	This is a single-select standard lookup that is sometimes required. If the item is managed by "Weight Only", then this field defaults as blank and is disabled. If the item is on a Price List, then it defaults from the Price List. Else if the item is not on a Price List, then it defaults from the 'Sales Order Unit UOM' field on the 'Properties' tab of the Item Record View. This field is always editable if it is enabled. This lookup contains all 'Active' Unit UOMs on the selected Item's UOM Schedule. Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK
Units - Avail.	This column is only populated when this page is opened from the "Find Items with Balances" option.
Units - On Hand	This column is only populated when this page is opened from the "Find Items with Balances" option.
Units - Quoted	Displays the number of units that have been requested (ordered) on a Quote transaction. This column is only populated when this page is opened from the "Find Items with Balances" option.
Weight	Identifies the ordered weight for the line item, formatted to the Item's 'Weight Decimals'. This is a numeric text box that is sometimes required to add the item to the transaction. This field is disabled and not required if the item's 'Manage Items By' property is "Units Only". This field is also disabled if the item's 'Allow Variable Ordered Qty' property is set to "No". This defaults as 0 and is always editable if it is enabled. If the item's Manage Items By' property is "Units and Weight" and the 'Allow Variable Ordered Quantity' property is set to "No", this field will always be disabled. Entering a quantity in the 'Ord. Units' text box will automatically populate the 'Ord. Weight' field based on the item's UOM schedule setup. Database Field: ERPx_SOOrderItem.OrderedWeight
Weight UOM	This is a single-select standard lookup that is sometimes required. If the item is managed by "Units Only", then this field defaults as blank and is disabled. If the item is on a Price List, then it defaults from the Price List. Else if the item is not on a Price List, then it defaults from the 'Sales Order Weight UOM' field on the 'Properties' tab of the Item Record View. This field is always editable if it is enabled. This lookup contains all 'Active' Weight UOMs on the selected Item's UOM Schedule. Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK
Weight - Avail.	This column is only populated when this page is opened from the "Find Items with Balances" option.
Weight - On Hand	This column is only populated when this page is opened from the "Find Items with Balances" option.
Weight - Quoted	Displays the weight of the item that has been requested (ordered) on a Quote transaction. This column is only populated when this page is opened from the "Find Items with Balances" option.

Find Items Record View

Filters Tab

Items Grid