Allocate Sales Transaction Item
- Emma Greenwood
- Tom Williams
- Janice Dannenberg (Unlicensed)
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.
A Warehouse Lot (aka Storage Lot) is used by 3rd party distribution sites to identify a unique quantity of product they are storing. Unlike a Production Batch number that never changes, Warehouse Lots will change as product is transferred to other Sites and/or transferred into exiting Warehouse Lots within the same Site. The 'Warehouse Lot' is one of the 5 components that make up a unique Inventory Lot and it is required when entering a transaction line on a transaction for a Warehouse Lot Tracked Site. This value will be blank and/or disabled for all non-Warehouse Lot Tracked Sites on screens that include a Warehouse Lot field.
This page displays inventory and warehouse lots for the selected Item, Site and Lot Owner(s). Allocation refers to product quantities set aside or "assigned" from current on-hand or available inventory to fulfill sales obligations. 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. Additionally, this record view also contains columns for each Lot Certification. Production Batch attributes are not included in the default view, but can be added to a saved column layout. Lot Certifications are automatically included in the default view. Because these attributes and lot certifications are user defined, they are not included in the help documentation.
Software Version: 2024.04.12 and newer
Filters Tab
| 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 | Used to specify the type of balances or items/lots to include. This is a multi-select lookup that is required to return results. It defaults to "Available". The options available include:
This lookup contains the values in the MFAllocateShowLots Enumeration Class where the Enumeration Value = 2 and 3. Database Field: ERPx_MFAllocateSession.MFAllocateShowLotsEN |
| Lot Owner | Used to select one or more inventory Owners. 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. 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. 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. Item IDs are the unique identifier for Items. 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 | 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:
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| 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 |
|---|---|
| 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 |
| 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 | 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 |
|---|---|
| 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 |
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| 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.
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| 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 |
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| Fields | Description |
| Actual Cost Rate | 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 |
| Allocate | Displays a button with the text 'Allocate' when clicked auto-populates the 'Units' and/or 'Weight' quantities from the 'Units - Ord.' and/or 'Weight - Ord.' fields on the Sales Transaction Record View. Clicking the button again removes any 'Units' and 'Weight' quantities previously entered/populated. To save any changes made to the allocations users must click Refresh or Go To Order. This field is not required and is always editable while the transaction is in a Status less than 'Approved'. This field is for information only and not stored in the database.
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| 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 Fields: ERPx_MFSite.SiteID, 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.
Database Field: ERPx_IMProductionLot.CountryOfOrigin |
| 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.
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| 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:
If the Batch Expiration Date is:
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| 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.
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| Item Description | Identifies the Description associated with the Item ID assigned to a transaction line, journal line detail or master file record. Items represent objects that you sell, produce, and/or purchase that are tracked within the system. They are used on Sales, Inventory, Fisherman Accounting and Purchasing transactions. Database Fields: ERPx_IMItem.ItemDescription, ERPx_SOOrderItem.OrderItemSK |
| Item ID | Identifies the ID of the Item. Item IDs are the unique identifier for Items. Database Fields: ERPx_IMItem.ItemID, ERPx_SOOrderItem.OrderItemSK |
| Lot Exceptions | Identifies the reason lot certification do not match the item's requested certification to provide additional information as to why allocations cannot be made. This is a non-editable text box that is not required. It defaults as blank. This field is never editable. This field is for information only and not stored in the database. This field may display the following:
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| Market Cost Rate | 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 |
| Order Item | Identifies the item being allocated, displayed as Item ID: Item Description ([Sequence]). This is a non-editable text box that is required. It defaults from the Order Item(s) selected in the filter which is based on the order items on the transaction record view. This field is never editable. Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_SOOrderItem.ItemSort, ERPx_SOOrderItem.OrderItemSK |
| 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:
Database Field: ERPx_IMLotOwner.OwnerName |
| Production Batch | Identifies the Production Batch ID of the Lot. when the Allocate By filter is set to "Allocate by Inventory 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". When the Allocate By filter is set to "Allocate by Warehouse Lot", the value displays the count of the # of unique Production Batches within the Warehouse Lot. If the 'Warehouse Lot' line being allocated, has any value > 1 in the '# Prod Batches' column, the Inventory Lots within the Production Batch will be auto allocated based on value in the "Auto Allocate by?" Sales Order Preference (Date Produced or Smallest Quantity). 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:
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.
Database Field: ERPx_IMProductionLot.Received From |
| 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_IMLotBalance.SiteSK, ERPx_SOOrderItem.ItemSK |
| 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_IMLotBalance.SiteSK, ERPx_SOOrderItem.ItemSK |
| 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. Database Field: ERPx_IMWarehouseLot.StorageRenewalDay |
| Units | Identifies the number of units of the item to allocate to the corresponding Inventory Lot. This is a numeric text box that is required to make an allocation if it is editable. This field is only editable if the item is managed by units and weight or units only and the transaction is in a Status less than 'Approved'. It defaults as "0.00". The value entered in this field must be greater than or equal to 0. If the item is managed by units and weight, then when a value is entered in this field, the 'Weight' field will automatically be populated.
Database Field: ERPx_SOOrderItem.AllocatedUnits |
| Units - Allocations | Displays the total allocated units of the item. This is a non-editable text box that is sometimes required. The Units - Allocations is required when the item is managed by "Units Only" or "Units and Weight". It defaults from the 'Alloc. Units' field on the Items grid of the Sales Transaction Record View. This field is for information only and is never editable. This field is updated when the 'Units' field value is changed on the page and the user clicks Refresh. Database Field: ERPx_SOOrderItemLot.AllocatedUnits |
| Units - Avail. | Displays the available units of the item or lot at the corresponding site. This can be edited when units for an item on an inventory transaction has been entered or units for an item on a sales transaction have been committed, allocated or quoted. The Available Units balance is calculated as [On Hand Units] - [On Hold] - [Committed] - [Allocated] - [Quoted] + any balances from open transactions. This is a calculated field and not stored in the database. |
| Units - On Hand | Displays the On Hand units of the item at the corresponding Site or Inventory Lot. This can be updated when units for an item on an inventory transaction has been Posted or units for an allocated item on a sales order has been Posted. This is a calculated field and not stored in the database. Note: For companies that want unposted Sales Orders to update the On Hand balances as soon as they are marked as Shipped, they can set the "Include Shipped & Approved Sales Orders in On Hand balances" Inventory Preference to "Yes". |
| Units - Ordered | Displays the total ordered units of the item. This is a non-editable text box that is sometimes required. The Ordered Units is required when the item is managed by "Units Only" or "Units and Weight". The units defaults from the 'Ord. Units' field. This field is for information only and is never editable. Database Fields: ERPx_SOOrderItem.OrderedUnits |
| Units - Unallocated | Displays the total units of the item which has been ordered, but not allocated. This is a non-editable text box that is sometimes required. The Units - Unallocated is required when the item is managed by "Units Only" or "Units and Weight". It defaults from the 'Ord. Units' field on the Items grid of the Sales Transaction Record View if there is 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 value is changed for an item in the grid on this page and the user clicks Refresh. This field is for information only and is not stored in the database. |
| 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 field comes from and can be edited from the 'Inventory Unit UOM' property on the 'Properties' tab of the Item record view. 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 |
| Warehouse Lot | Identifies the Warehouse Lot to which the selected item or inventory lot belongs. This value defaults from the 'Warehouse Lot' value specified on the Inventory transaction that created the Inventory Lot. This can be edited from the 'Warehouse Lot' field on the Warehouse Lots list view. A Warehouse Lot (aka Storage Lot) is used by 3rd party distribution sites to identify a unique quantity of product they are storing. Unlike a Production Batch number that never changes, Warehouse Lots will change as product is transferred to other Sites and/or transferred into exiting Warehouse Lots within the same Site. The 'Warehouse Lot' is one of the 5 components that make up a unique Inventory Lot and it is required when entering a transaction line on a transaction for a Warehouse Lot Tracked Site. This value will be blank and/or disabled for all non-Warehouse Lot Tracked Sites on screens that include a Warehouse Lot 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:
Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK |
| Weight | Identifies the weight of the item to allocate to the corresponding Inventory Lot. This is a numeric text box that is required to make an allocation if it is editable. This field is only editable if the item is managed by units and weight or weight only and the transaction is in a Status less than 'Approved'. It defaults as "0.00". The value entered in this field must be greater than or equal to 0. If the item is managed by units and weight, then when a value is entered in this field, the 'Units' field will automatically be populated.
Database Field: ERPx_SOOrderItem.AllocatedWeight |
| Weight - Allocations | Displays the total allocated weight of the item. This is a non-editable text box that is sometimes required. The Weight - Allocations is required when the item is managed by "Weight Only" or "Units and Weight". It defaults from the 'Alloc. Weight' field on the Items grid of the Sales Transaction Record View. This fields is for information only and is never editable. This field is updated when the 'Weight' field value is changed on the page and the user clicks Refresh.
Database Field: ERPx_SOOrderItemLot.AllocatedUnits, ERPx_SOOrderItemLot.AllocatedWeight |
| Weight - Avail. | This field displays the available weight of the item or lot at the corresponding site. This can be edited when weight for an item on an inventory transaction has been entered or weight for an item on a sales transaction have been committed, allocated or quoted. The Available Weight balance is calculated as [On Hand Weight] - [On Hold] - [Committed] - [Allocated] - [Quoted] + any balances from open transactions. This is a calculated field and not stored in the database. |
| Weight - On Hand | Displays the On Hand weight of the item at the corresponding Site or Inventory Lot. This can be updated when weight for an item on an inventory transaction has been Posted or weight for an allocated item on a sales order has been Posted. This is a calculated field and not stored in the database. Note: For companies that want unposted Sales Orders to update the On Hand balances as soon as they are marked as Shipped, they can set the "Include Shipped & Approved Sales Orders in On Hand balances" Inventory Preference to "Yes". |
| Weight - Ordered | Displays the total ordered weight of the item. This is a non-editable text box that is sometimes required. The Weight - Ordered is required when the item is managed by "Weight Only" or "Units and Weight". The weight defaults from the 'Ord. Weight' field on the Items grid of the Sales Transaction Record View. This field is for information only and is never editable. Database Fields: ERPx_SOOrderItem.OrderedWeight |
| Weight - Unallocated | Displays the total weight of the item which has been ordered, but not allocated. This is a non-editable text box that is sometimes required. The Weight - Unallocated is required 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 is 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 user clicks Refresh. This field is for information only and is not stored in the database. |
| 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 field comes from and can be edited from the 'Inventory Weight UOM' property on the 'Properties' tab of the Item record view. 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 |
