Allocate by Warehouse Lot Record View
- Emma Greenwood
- Tom Williams
- Janice Dannenberg (Unlicensed)
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 warehouse lots for the selected Item, Site and Lot Owner(s). The purpose of this page is to allocate quantities from specific Warehouse Lots.
This record view contains columns for each Lot Certification. Lot Certifications are automatically included in the default view. However, because these are user defined, Lot Certifications are not included in the help documentation.
Software Version: 2022.07.01 and newer
Page Header
| Toolbar Icons | Description |
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| Grid Layout | Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).
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| Help | Opens the online WIKI help page for the current page.
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Save & Refresh Save & Close | Either saves your changes and closes the page or saves your changes and refreshes the contents of the grid based on the selected criteria.
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| Fields | Description |
| Allocate By | Identifies how the allocation will be assigned. This is a single-select standard lookup that is required to return results. It defaults from the selected option on the Sales Transaction Record View. Else, if the "Allocate Item" option is selected from the Sales Transaction Record View and the selected item (or first item, if there is no selected item) is associated with a Warehouse Lot tracked site, then this field will default to "Allocate by Warehouse Lot". This field is always editable. When this field is updated, the page is saved and the contents of the grid are refreshed based on the selected criteria. This lookup contains the values in the AllocateBy Enumeration Class. Database Field: ERPx_MFAllocateSession.AllocateByEN |
| Allocate From | Identifies the name of the Site the item will be allocated from. This is a single-select standard lookup that is required to return results. It defaults from the 'Site' field on the 'Home' tab of the Sales Transaction Record View. This field will only display the Site name and ID that is assigned to the corresponding order. Database Fields: ERPx_MFSite.SiteName (SiteID), ERPx_MFAllocateSession.SiteSK |
| Allocated | Displays the total allocated units and/or weight of the item. These are non-editable text boxes that are sometimes required. The Allocated Units are required when when the item is managed by "Units Only" or "Units and Weight". The Allocated Weight is required when when the item is managed by "Weight Only" or "Units and Weight". They default from the 'Alloc. Units' and 'Alloc. Weight' fields on the Items grid of the Sales Transaction Record View. These fields are for information only and are never editable. These fields are updated when 'Units' or 'Weight' fields are changed on the page and the user clicks or tabs out of the field.
Database Field: ERPx_SOOrderItemLot.AllocatedUnits, ERPx_SOOrderItemLot.AllocatedWeight |
| Item | Identifies the item being allocated, displayed as Item ID: Item Description [Sequence] - [Site ID]. This is a single-select standard lookup that is 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 from the first item ([Seq. 1]) in the Items grid of the Sales Transaction Record View. This field is always editable. When this field is updated, the page is saved and the contents of the grid are refreshed based on the selected criteria. This lookup contains the value "Transaction Items", as well as a list of all items entered on the transaction.
Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_SOOrderItem.ItemSort, ERPx_MFSite.SiteID, ERPx_SOOrderItem.OrderItemSK |
| Lot Owners | Used to select one or more inventory Owners. This is a multi-select standard lookup that is required to return results. The Save & Refresh toolbar icon must be clicked to update the grid section when this field has been changed. The field defaults from the 'Default Owner' preference on the Inventory Preferences page. This field is always editable while the transaction is in a Status less than 'Approved'. 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 |
| Ordered | Displays the total ordered units and/or weight of the item and the associated units of measure. These are a non-editable text boxes that are sometimes required. The Ordered Units are required when when the item is managed by "Units Only" or "Units and Weight". The Ordered Weight is required when when the item is managed by "Weight Only" or "Units and Weight". The units/weight defaults from the 'Ord. Units' and 'Ord. Weight' field on the Items grid of the Sales Transaction Record View. The UOMs default from the 'Units UOM' and 'Weight UOM' fields on the Items grid of the Sales Transaction Record View. These fields are for information only and are never editable.
Database Fields: ERPx_SOOrderItem.OrderedUnits, ERPx_SOOrderItem.OrderedWeight, ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK, ERPx_SOOrderItem.WeightUOMSK |
| Show Lots | Used to select one more more types of lots. This is a multi-select standard lookup that is required to return results. The Save & Refresh toolbar icon must be clicked to update the grid section when this field has been changed. If the transaction Status is less than 'Approved', then this field defaults with "Allocated" and "Available" options selected. Else if the transaction Status is 'Approved' or greater, then this field defaults with only the "Allocated" option selected. This field is always editable while the transaction is in a Status less than 'Approved'. This lookup contains the values in the MFAllocateShowLots Enumeration Class. Database Field: ERPx_MFAllocateSession.MFAllocateShowLotsEN |
| Unallocated | Displays the total units and/or weight of the item which has been ordered, but not allocated. These are non-editable text boxes that are sometimes required. The Unallocated Units are required when when the item is managed by "Units Only" or "Units and Weight". The Unallocated Weight is required when when the item is managed by "Weight Only" or "Units and Weight". These fields default from the 'Ord. Units' or 'Ord. Weight' field on the Items grid of the Sales Transaction Record View if there are no allocated units/weight for the item. Else, they are respectively calculated as [Ordered Units] - [Allocated Units] and [Ordered Weight] - [Allocated Weight]. These fields are never editable. These fields are updated when the 'Units' and/or 'Weight' fields are changed for an item in the grid on this page and the user clicks or tabs out of the field. These fields are for information only and not stored in the database.
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Page Details
Allocate by Warehouse Lot Tab
| Toolbar Icons | Description |
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| 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. |
View ... Transactions | Displays a single-select standard lookup of related drill-through inquiries. The list of options includes:
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| Fields | Description |
| # Prod Batches | Displays a 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). |
| Allocate | Checking this check box auto-populates the 'Unallocated' Units and/or Weight quantities from the header to the 'Units' and/or 'Weight' fields in the selected row. Unchecking the check box removes any 'Units' and 'Weight' quantities previously entered. 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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| Item: Description | Identifies the Item, displayed as Item ID: Item Description. This comes from and 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.ItemSort, ERPx_MFSite.SiteID, ERPx_SOOrderItem.OrderItemSK |
| 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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| 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 Fields: ERPx_IMLotOwner.OwnerName, ERPx_IMLotBalance.LotOwnerSK, ERPx_SOOrderItem.ItemSK |
| 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 Warehouse 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 - 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 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 sometimes required. It is required when the item is managed by units only or units and weight. It defaults from the 'Units UOM' field in the Items grid on the Sales Transaction Record View. This field is never 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. 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 Warehouse 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 - 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 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 sometimes required. It is required when the item is managed by weight only or units and weight. It defaults from the 'Weight UOM' field in the Items grid on the Sales Transaction Record View. This field is never 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. Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK |