The Update Costs inquiry is used to review Item and/or Lot costs. From here users can updated costs and drill down to cost history.

This inquiry also contains columns for each Attribute that is set up for the 'Items' attribute type, 'Production Batches' attribute type, and the 'Warehouse Lots' attribute type. Additionally, this inquiry also contains columns for each Lot Certification with a certification 'Type' of "Item & Site". Attributes and Lot Certifications are not 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: 2024.12.16 and newer

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Search Options	Description

Search Options	Description
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GL Period Activity	Used to limit the list of Lots that are returned in the inquiry, to only those that had either a beginning balance or activity within the GL Period specified. If entered, this must be the format of [GL Period]-[GL Year] (e.g., 05-2022).
Include	Provided a way to limit the list of Lots that are returned. The lookup contains the following values: Lots with any balance - selected by default Lots with Available Balance Lot Status - Closed Costing Status - Open Costing Status - Closed
Item	This is a multi-select lookup that defaults to blank (All) and is not required. Selecting nothing assumes you want all records returned. The lookup contains a list of all Items in the Items master file.
Lot Owner	This is a multi-select lookup that defaults to blank (All) and is not required. Selecting nothing assumes you want all records returned. The lookup contains a list of all Lot Owners.
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Search	Attr: [Attribute Value] Item: [Item ID] or [Item Description] Owner: [Lot Owner] Batch: [Production Batch] Site: [Site ID] or [Site Name] WLot: [Warehouse Lot]
Site	This is a multi-select lookup that defaults to blank (All) and is not required. Selecting nothing assumes you want all records returned. The lookup contains a list of all active Sites.

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Mass Update	Lot Properties Costing Status Set Base Costs Update Method: Actual Cost: Market Cost: Reason Code: Add Cost Layers Effective Date: Actual Cost: Market Cost: Reason Code: Update Costs from Other Costs Effective Date: Source Cost: Destination Cost: Cost Update Method: Amount: Post Costs to GL Post Costs Through GL Period: Post Costs to GL:
More Actions	IQ: Cost History: opens the cost history for the selected record. IQ: Item History: opens the Item History for the selected record. IQ: Lot History: opens the Lot History for the selected record. LV: Warehouse Lot RV: Production Batch —————————————— Update Costs from BOM: opens the Update Costs from BOM page
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Fields	Description
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Actual Cost - Base	This is a calculated field that can only be edited by adding/editing an 'Actual Base Cost'. Database Fields: ERPx_IMLotCostHistory.Cost where ERPx_IMLotCostHistory.LotCostTypeEN = 3
Actual Cost - Layers	This is a calculated field that can only be edited by adding/editing an 'Actual Cost Layer'. Database Fields: ERPx_IMLotCostHistory.Cost where ERPx_IMLotCostHistory.LotCostTypeEN = 2
Actual Cost Rate	This is a calculated field that can only be edited by adding/editing an 'Actula Cost Layer' or adding/updating an 'Actual Base Cost'.
Base Source	Identifies whether the Base cost was assigned manually, from a transaction, or from a Bill of Material. What data field stores this value and how is it set?
Batch Comment	This is not required and is always editable from the 'Batch Comment' field on the Properties tab of the Production Batch record view. Database Field: ERPx_IMProductionLot.LotComment
Batch Date	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	This is required and is always editable from the 'Batch Site ID' field on the Properties tab of the Production Batch Record View. Database Fields: ERPx_MFSite.SiteID, ERPx_MFSite.SiteName, ERPx_IMProductionLot.ManufactureSiteSK
BOM ID	Displays the BOM ID of the Bill of Material record. Clicking on the link opens the corresponding Bill of Materials Record View. This field is only populated if the lot costs have been retrieved from a BOM record. This is not editable. Database Fields: ERPx_MPBOM.BOMID, ERPx_IMProductionLot.BaseCostBOMSK
Born on Date	This is a system assigned value that is not editable. Database Field: ERPx_IMLotBalance.BornOnDate
Cost Group Description	This is not required and can be edited from the 'Cost Group' property on the 'Properties' tab of the Item Record View. Database Field: ERPx_IMCostGroup.CostGroupID, ERPx_IMCostGroup.CostGroupDescription, ERPx_IMItem.CostGroupSK
Cost UOM	This is required for Costing and can be edited from the 'Cost UOM' property on the 'Advanced Properties' tab of the Item Record View. Database Fields: ERPx_IMItem.CostUOMSK
Costing Method	Identifies which cost bucket is used to post to the General Ledger. This is a required and can be edited from the 'Costing Method' property on the 'Advanced Properties' tab of the Item Record View. Database Fields: ERPx_IMItem.ValuationMethodEN
Costing Status	This can be edited from the 'Costing Status' property on the Mass Update dialog. Database Fields: ERPx_IMLotBalance.LayerCostingStatusEN
Country of Origin	This can be edited from the 'Country of Origin' field on the 'Properties' tab of the Production Batch Record View. 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. This is a calculated field that is not stored in the database.
Days Until Expiration	This is a calculated field that is not stored in the database.
Expiration Date	This is editable from the Production Batch Record View. Database Field: ERPx_IMProductionLot.ExpirationDate
Inventory Balance Sheet Account	This can be edited from the 'Inventory Balance Sheet' field on the 'GL Accounts' tab of the Item Record View. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.InventoryActSK
Is Lot Expired	A Yes/No field to identify 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 "No" for Lots without a 'Batch Expiration Date' or for Lots with a 'Batch Expiration Date' that is >= the current date. This is a calculated field that is not stored in the database.
Item: Description	The 'Item ID' and/or the 'Item Description' can be edited from the 'Properties' tab of the Item Record View. Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPh_IMTransactionDetail.ItemSK
Item Class ID	Database Fields: ERPx_IMItemClass.ID, ERPx_IMItem.ItemClassSk
Last Effective Actual Cost Change	This can only be changed by adding an Actual Cost or adding/removing an Actual Cost Layer.
Last Effective Market Cost Change	This can only be changed by adding a Market Cost or adding/removing a Market Cost Layer.
LotSK	Identified the SK value of the Lot that is stored in the Database. This is for information only; it is not editable. Database Fields: ERPx_IMLotBalance.LotSK
Lot Status	Database Fields: ERPx_IMLotBalance.LotStatusEN
Market Cost - Base	This is a calculated field that can only be edited by adding/editing a 'Market Base Cost'. Database Fields: ERPx_IMLotCostHistory.MarketCost where ERPx_IMLotCostHistory.LotCostTypeEN = 3
Market Cost - Layers	This is a calculated field that can only be edited by adding/editing a 'Market Cost Layer'. Database Fields: ERPx_IMLotCostHistory.MarketCost where ERPx_IMLotCostHistory.LotCostTypeEN = 2
Market Cost Rate	This is a calculated field that can only be edited by adding/editing a 'Market Cost Layer' or adding/updating a 'Market Base Cost'.
On Hand As Of	Identifies the date that the On Hand Balances are being displayed as of. This column is only populated when the inquiry is run with a value in the "GL Period Activity" Search Option Parameter, and it will be the ending date of the GL Period Specified. This is a calculated field that is not stored in the database.
On Hand Units	This column is only populated when the inquiry is run with a value in the "GL Period Activity" Search Option Parameter. If the item's 'Manage Items By' value is set to: "Units Only" or "Units and Weight", this field will be populated. "Weight Only", this field will be blank
On Hand Weight	This column is only populated when the inquiry is run with a value in the "GL Period Activity" Search Option Parameter. If the item's 'Manage Items By' value is set to: "Units Only" or "Units and Weight", this field will be populated. "Weight Only", this field will be blank
Owner	This cannot be edited, ownership for an existing Lot can only be changed via a Transfer Transaction. Database Field: ERPx_IMLotOwner.OwnerName
Production Batch	This can be edited from the 'Production Batch' field on the Properties tab of the Production Batch Record View. Database Field: ERPx_IMProductionLot.ProductionLotID
Received From	Identifies the name of the Vendor, Fisherman, or Grower that the product was received from. If there is only one 'Received From' identified on the Production Batch, the name will be displayed. If there is more than one 'Received from' identified on the Production Batch, the word "Multiple" will be displayed. This can be edited from the 'Rec. From' header field on the Inventory Receipt record view before the transaction is posted or from the Production Batch Record View at any time. Database Field: ERPx_IMReceivedFrom.ReceivedFrom, ERPx_IMProductionLot.ProductionLotSK, ERPx_IMLotBalance.LotSK
Site ID	Displays the Site ID for the Site where the inventory balances are stored. This is always editable from the Sites Record View. Database Fields: ERPx_MFSite.SiteID, ERPx_MFSite.SiteID, ERPh_IMTransactionHeader.SiteSK
Site Name	Displays the Site Name for the Site where the inventory balances are stored. This is always editable from the Sites Record View. Database Fields: ERPx_MFSite.SiteName, ERPx_IMLotBalance.SiteSK
Storage Begin Date	This can only be edited on the Warehouse Lot List View. Database Fields: ERPx_IMWarehouseLot.DtorageRenewalDate
Storage Renewal Day	This can only be edited by editing the 'Storage Begin Date' on the Warehouse Lot List View Database Fields: ERPx_IMWarehouseLot.DtorageRenewalDay
Unit UOM	This column is only populated when the inquiry is run with a value in the "GL Period Activity" Search Option Parameter. If the item's 'Manage Items By' value is set to: "Units Only" or "Units and Weight", this field will be populated. "Weight Only", this field will be blank Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.DefaultIMUnitUOMSK
UOM Schedule	This field comes from the 'UOM Schedule' property on the 'Properties' tab of the Item Record View and is not editable from here. Database Fields: ERPx_IMItem.UOMScheduleSK, ERPh_IMTransactionDetail.ItemSK
Warehouse Lot	This can be edited from the 'Warehouse Lot' field on the Warehouse Lots List View. Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK
Weight UOM	This column is only populated when the inquiry is run with a value in the "GL Period Activity" Search Option Parameter. If the item's 'Manage Items By' value is set to: "Weight Only" or "Units and Weight", this field will be populated. "Units Only", this field will be blank. Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.DefaultIMWeightUOMSK

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Update Costs Inquiry List View

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