Opens the Notes dialog, filtered for the appropriate Note Type(s), allowing the user to enter Notes for the selected line item. From here, users can add, review, or edit Notes associated with the line item. If no line items are selected, entered Notes will apply to all line items and be appended to any existing Notes. This toolbar icon is always enabled. 

Notes are used throughout the application to add additional details to Master Files and Transactions. Transactions and Master Files that support Notes store the text of the note in one or more 'Note Types' as a way to classify/organize notes. 

Identifies the Production Batch Class assigned to the Product Batch. This defaults from the "Production Batch Class" assigned to the Item but can be changed. This is always editable.

Attribute Classes are assigned to master files to control which Attributes are visible, and/or required, to records within the master file.

Database Field: ERPx_MFAttributeClass.ClassDescription

Batch Comment

Displays the batch comment assigned to the corresponding Production Batch. This is a text field that defaults as blank but is always editable to any text value <= 100 characters.

Database Field: ERPx_IMProductionLot.LotComment

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

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.  For Items with a value in the 'Expiration Days' property on the Item Record View's Advanced Properties tab, this is auto assigned as [Batch Date] + [Expiration Days]. For Item's without a value in the 'Expiration Days' property, this defaults to blank. This is always editable.

Database Field: ERPx_IMProductionLot.ExpirationDate

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

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.SiteName, ERPx_IMProductionLot.ManufactureSiteSK

Identifies the Created Date & Time of the record, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user.

Database Field: ERPx_IMProductionLot.CreatedDate

Identifies the name of the user that created the record. It is formatted to be the "logged-in" users [User First Name] + [User Last Name]. This is a system assigned value and is never editable by a user.

Database Field: ERPx_IMProductionLot.CreatedBy

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.

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:

• Blank, then this will be blank.
• In the future, then this will be a positive value indicating how many days are left until the Batch is "expired". 
• In the past, then this will be a negative value indicating how many days have passed since the Batch "expired".

Identifies if a Lot is expired.

• This will display as "Yes" For Lots with a 'Batch Expiration Date' that is <= the current date.
• This will display as blank for Lots without a 'Batch Expiration Date' or for Lots with a 'Batch Expiration Date' that is >= the current date. 

Identifies the Item, displayed as Item ID: Item Description. This value defaults from the 'Production Batch' value specified on the Inventory transaction that created the Production Batch and is not editable after the initial Save. This can only be edited by changing either the "Item ID" or 'Item Description' field on the Properties tab of the Item record view.  

Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_IMProductionLot.ItemSK

Identifies the Last Updated Date & Time of the Transaction, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user.

Database Field: ERPx_IMProductionLot.LastUpdated

Identifies the name of the user that last updated the line item on the transaction. It is formatted to be the "logged-in" users [User First Name] + [User Last Name]. This is a system assigned value and is never editable by a user.

Database Field: ERPx_IMProductionLot.LastUser

Identifies the Production Batch ID of the 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".

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:

• 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.

Database Field: ERPx_IMProductionLot.ProductionLotID

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".

Database Field: ERPx_IMProductionLot.ReceivedFrom