Find Lots: Inventory
- Kati Huttunen (Unlicensed)
- Emma Greenwood
- Tom Williams
The Find Lots page allows users to directly allocate lots to inventory transactions. Allocated lots added from here are added as line item(s) to the transaction.
This inquiry also contains columns for each Attribute that is set up for the 'Warehouse Lots' attribute type. Because these are user defined, they are not included in the default view but can be added a saved layout. Attributes are not included in the help documentation.
Software Version: 2024.12.16 and newer
Page Header
| Toolbar Icons | Description |
|---|---|
| Grid Layout | Error rendering macro 'excerpt-include' : No link could be created for 'Toolbar Icon - Grid'. |
| Help |  Opens the online WIKI help page for the current page. |
| Save / Save & Close | Either saves your changes and closes the page or saves your changes and leaves you on the page.
|
| Fields | Description |
| Allocate From | A lookup to displays the Site (displayed as [Site ID] - [Site Name]) where lots are being allocated from. This defaults from the Site on the source transaction the page was opened from, is required, and cannot be edited. |
| Transaction Lines | A textbox to displays the number of lots that have been allocated. This is a calculated field that is updated on Save and cannot be edited. |
Grid
| Toolbar Icons | Description |
| Excel |  Clicking the Excel toolbar icon exports the current contents of the grid to an Excel file that is automatically downloaded. The contents that export are only those currently visible. If the grid is filtered, only the filtered contents will be exported. |
| Refresh | Refreshes the contents of the page. |
| Search | Allows users to search lots by
Users can also enter multiple search criteria e.g., 'Item ID & Production Batch ID'. |
| Columns | Description |
|---|---|
| Actual Cost | Displays the Actual Cost assigned to the item or lot. 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_IMItem.CurrentCost |
| Allocate | A checkbox to quickly allocate the entire contents of the Lot. Clicking the checkbox updates the allocated Units and Weight to their entire amounts. |
| Available Units | Displays the available units of the item or lot at the corresponding site. 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. |
| Available Weight | This field displays the available weight of the item or lot at the corresponding site. The Available Weight balance is calculated as [On H |