Displays a drop down menu of related actions. The list of options includes:

• 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. 

Displays the Actual Cost assigned to the item or lot. This is a non-editable text box that is not required. It defaults as "0.00000". If there is an Actual Cost associated with the item, this field is calculated as [Quantity] x [Actual Cost], where Quantity comes from the 'Cost UOM' of a single unit (or weight equivalent) on the 'Properties' tab of the Item Record View. For example, if the 'Cost UOM' of an item is "Cases", then the calculated Actual Cost would be [1] x [Actual Cost]. If the 'Cost UOM' of an item is "Lbs", then the calculated Actual Cost would be [Weight per 1 unit] x [Actual Cost]. It is editable from the 'Actual Cost' field on the 'Properties' tab of the Item Record View.

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

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.

Item IDs are the unique identifier for Items. The Sales Invoice Description is used in companies that want a lot of detail in the Item Description but more of a "marketing" description used on Sales Invoices. 

Database Field: ERPx_IMItem.ItemID:SalesInvoiceDescription

Identifies the Item, displayed as Item ID: 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.

Item IDs are the unique identifier for Items. 

Database Field: ERPx_IMItem.ItemID:ItemDescription

Identifies the percent margin of the item by comparing the Price with the Actual Cost. This is a non-editable text box that is not required. This field defaults to "0.0000". It is calculated as (([Price] - [Actual Cost]) / [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.

Gross Margin % is a calculated field that identifies the Gross Margin % for the Transaction, Item, or Lot. It is calculated as:

[Gross Margin Amt.] / [Amount]

Identifies the price of the line item. This is a numeric text box that is not required. For new Orders, prices are assigned in the following hierarchy:

1. 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.
2. 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.
3. 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

Displays the unit of measure upon which the line item price is based. 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.

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.

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

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. This defaults from the selected 'Ship From Site' field on the Select Ship-To Record View. This is never editable.

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_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK

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. 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.

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

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 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.

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.

This lookup contains all 'Active' Unit UOMs on the selected Item's UOM Schedule.

Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK

Displays the available units of the item or lot at the corresponding site.

This column is only populated when this page is opened from the "Find Items with Balances" option.

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 this field is editable, the following will be enforced:

• For an item that is fixed weight and requires whole units:

  • When Weight is entered: the value will be rounded up to the nearest Weight that results in a whole Unit then the Units will automatically be calculated based on the Weight value.

• For an item that is fixed weight and does not require whole units:

  • When Weight is entered: the Units will automatically be calculated based on the Weight value. The Weight value does not have to result in an integer Units value. However, because the Units and Weight values round to two decimal places, if the rounded Units value produced by the weight value does not convert to equal the weight value, the weight value will automatically update to equal the converted value of the units since the item is a fixed weight item.

• For an item that is variable weight and requires whole units:

  • When Weight goes from empty to a value: the Units will automatically be calculated based on the Weight value and then be rounded to the next whole Unit. Weight will remain as the user entered Weight, per the Item's 'Weight Decimals'.
    

  • When Weight goes from one value to another: the Units will NOT be recalculated.

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

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 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.

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.

This lookup contains all 'Active' Weight UOMs on the selected Item's UOM Schedule.

Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK