This page displays inventory and warehouse lots for the selected Item, Site and Lot Owner(s).

The purpose of this page is allow users to select specific inventory or warehouse lot(s) to allocate from.

This record view also contains columns for each Attribute that is set up for the 'Production Batches' attribute type and the 'Warehouse Lots' attribute type. Additionally, this record view also contains columns for each Lot Certification. Attributes and lot certifications are not included in the default view, but can be added to a saved column layout. Because these attributes and lot certifications are user defined, they are not included in the help documentation.

Software Version: 2025.09.17 and newer

[ 1 Filters Tab ] [ 2 Order Summary Tab ] [ 3 Page Details ] [ 3.1 Related Topics ] [ 3.1.1 Page Definitions ] [ 3.1.2 Technical Details ]

Filters Tab

Search Options	Description

Search Options	Description
Allocate By	Identifies how the allocation will be assigned. This is a single-select lookup that is required to return results. It defaults from the selected option on the Sales Transaction Record View. Else, if the selected item (or first item, if there is no selected item) is not associated with a Warehouse Lot tracked site and the Item is Lot tracked, then this field will default to "Allocate by Inventory Lot". This lookup contains the values in the AllocateBy Enumeration Class. Database Field: ERPx_MFAllocateSession.AllocateByEN
Filter For	This is a multi-select lookup that is required to return results. It defaults to "Available". The options available include: Available: Returns all inventory lots with either a positive or negative Available Balance (a non-zero available balance) On Hand: Returns all inventory lots with either a positive or negative On Hand Balance (a non-zero On Hand balance) This lookup contains the values in the MFAllocateShowLots Enumeration Class where the Enumeration Value = 2 and 3. Database Field: ERPx_MFAllocateSession.MFAllocateShowLotsEN
Lot Owner	This is a multi-select lookup that is not required to return results. It defaults as 'All' which will return results for all the Lot Owners assigned to Lots that meet the other selected Filter criteria. The lookup contains a list of all Lot Owners. Database Fields: ERPx_IMLotOwner.OwnerName, ERPx_MFAllocateSession.LotOwners
Order Item	Identifies the item being allocated, displayed as Item ID: Item Description ([Sequence]). This is a multi-select lookup that is not required to return results. This defaults from the selected item in the Items grid of the Sales Transaction Record View. Else if no item was selected, then it defaults to all the Items grid of the Sales Transaction Record View. The lookup contains a list of all items entered on the transaction. Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_SOOrderItem.ItemSort, ERPx_SOOrderItem.OrderItemSK
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] WLot: [Warehouse Lot]
Site	Identifies the ID and name of the Site the item will be allocated from. This is a single-select lookup that is not required to return results. It defaults from the 'Site' field on the 'Home' tab of the Sales Transaction Record View. This field will also display any related Sites by default and will only display the Site ID for selected sites, however the Site ID and Site Name are displayed in the lookup values. This lookup contains a list of all the active Sites. Database Fields: ERPx_MFSite.SiteID: SiteName, ERPx_MFAllocateSession.SiteSK

Order Summary Tab

Fields	Description

Fields	Description
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
Unalloc. Units	Displays the total units of the item which has been ordered, but not allocated. This is a non-editable text box that is not required. The Unallocated Units are required when when the item is managed by "Units Only" or "Units and Weight". This field defaults from the 'Ord. Units' field on the Items grid of the Sales Transaction Record View if there are no allocated units for the item. Else, it is calculated as [Ordered Units] - [Allocated Units]. This field is never editable. This field is updated when the 'Units' field is changed for an item in the grid on this page and the page is refreshed. This field is for information only and not stored in the database.
Unalloc. Weight	Displays the total weight of the item which has been ordered, but not allocated. This is a non-editable text box that is not required. The Unallocated Weight is required when when the item is managed by "Weight Only" or "Units and Weight". This field defaults from the 'Ord. Weight' field on the Items grid of the Sales Transaction Record View if there are no allocated weight for the item. Else, it is calculated as [Ordered Weight] - [Allocated Weight]. This field is never editable. This field is updated when the 'Weight' field is changed for an item in the grid on this page and the page is refreshed. This field is for information only and not stored in the database.
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

Allocate Sales Transaction Item

Filters Tab

Order Summary Tab