Warehouse Lots List View
- Emma Greenwood
The NorthScope Warehouse Lots master file allows the user to manage Warehouse Lots records. The purpose of this page is to view lots created from Inventory transactions, manually add new lots and edit and remove existing records.
This List View also contains columns for each Attribute that is set up under the 'Warehouse Lots' Master File attribute type. Because these are user defined, they are not included in the default view but can be added to a saved column layout. User configured attributes are not included in the help documentation.
Software Version: 2022.04.22 and newer
Page Header
Search
| Search Options | Description |
|---|---|
| Auto Hide Filters |  A non-required text box that defaults as checked and is used to determine if the Search Options should be hidden when the Inquiry runs or is refreshed.
Users can only change the default value of this setting with a custom search in the "Saved Searches" lookup. If you change the default setting but do not save it in a custom search, it will only remain this way while the page is opened. Refer to this FAQ for advanced search options. |
| Auto Refresh on Open |  A non-required text box that defaults as checked and is used to determine if the inquiry opens with or without data in the grid.
Users can only change the default value of this setting with a custom search in the "Saved Searches" lookup. Refer to this FAQ for advanced search options. |
| Created Since | This is a Date field that allows the user to enter/select a date to search for Warehouse Lot records that were created on or after the chosen date to display in the grid. |
| Site | Used to select one or more Sites. This is a multi-select lookup that contains all the active Warehouse Lot tracked Sites setup in the Sites master file. This defaults to blank. Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain perpetual inventory balances. |
| Saved Searches |  Displays the saved searches lookup and related icons. This tool allows users to select previously saved search options, create a new set of search options, save changes to existing search options, forget/delete saved search options and/or assign a saved search option as the default for the page. Once changes are made to the search options, the user can click the Save Options icon and save the changes. Saving search options will also save the preferences for 'Auto Refresh on Open' and 'Auto Hide Filters'. The new search option can also be set as the default. Default searches can be removed by clicking the 'Set as Default' button again when the current default search is selected. Refer to this FAQ for advanced search options. |
| Warehouse Lot ID | This is a textbox that users can enter a Warehouse Lot ID value that has been created in the system to filter the data in the grid. 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. |
Page Detail
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. |
| Delete |  Deletes the transaction, batch, or master file record. When clicked, users will be prompted with: "Are you sure you want to delete this record?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! |
| 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. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| 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. |
| New |  Opens a new blank record for data entry. |
| Notes |  Opens the Notes dialog, filtered for the appropriate Note Type(s). From here, users can add, review, or edit Notes associated with the record. This icon is always enabled. |
| 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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| Save |  Saves the changes made to the record. |
| Saved Layouts |
Please note that existing saved grid layouts will display the Filter Row as hidden by default. |
| Search Options |  Toggles between displaying and hiding the Search Options portion of the page. |
| Fields | Description |
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| Created By | 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_IMWarehouseLot.CreatedBy |
| Created Date | 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_IMWarehouseLot.CreatedDate |
| Item: Description | Identifies the Item, displayed as Item ID: Item Description. This field displays a drop-down menu of all active items for the user to select the item(s) eligible to be included in the warehouse lot. This field allows the user to select a single item, multiple items, or 'ALL', which include all items. For warehouse lots created at sites set to a warehouse lot tracked value of 'Yes - Allow multiple items in single lots', this field will default to 'ALL' when the warehouse lot is created. For warehouse lots created at sites set to a warehouse lot tracked value of 'Yes - Limit Warehouse Lots to single items', this field will default to the item the warehouse lot was initially created for from the inventory transaction that created it but will allow user to override this singular item. Database Fields: ERPX_IMItem.ItemID, ERPX_IMItem.ItemDescription, ERPx_IMTransactionDetail.ItemSK |
| Last Updated | 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_IMWarehouseLot.LastUpdated |
| Last Updated By | Identifies the name of the user that last updated 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_IMWarehouseLot.LastUpdatedBy |
| Site | Identifies the unique ID and the name of the Site at which the warehouse lot is located. This is displayed as [Site ID]: [Site Name] and defaults from the 'Site' field on the 'Home' tab of the Inventory transaction associated with the Warehouse Lot. 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: SiteName, ERPx_IMTransactionHeader.SiteSK |
| 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 defaults from the Inventory Receipt transaction if one was entered for the associated lot (via mass update). This is always editable for the user to enter or select a valid date but is not required. 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 |
| 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 is always editable, however duplicate Site and Warehouse Lot combinations are not allowed. 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. Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMTransaction.WarehouseLotSK |
