Used to specify the type of balances or items/lots to include. This is a multi-select standard lookup that is required to return results. It defaults to "Lots with Any Balance". The options available include:

• Products with Any Balance - Returns all Items with a non zero amount for the following columns: On Hand, On Hold, Committed Positive, Committed Negative, Quoted Negative, Allocated Positive, Allocated Negative, Available.
• Products with Available Balance - Returns all Items with an Available Balance (a non zero positive or negative available balance)
• Lot Status - Closed - Returns only items with no On Hand and no Available Balances
• Costing Status - Open
• Costing Status - Closed

This lookup contains the values in the IncludeInLotBalance Enumeration Class.

Used to select one or more Items. This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Item IDs are the unique identifier for Items. 

The lookup contains a list of all Items in the Items master file.

Used to select one or more Item Classes. This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Item Classes are used to identify default values that will be applied to new Inventory Items and to group Items together for reporting purposes.

The lookup contains a list of all Item Classes.

Used to select one or more inventory Owners. This is a multi-select standard lookup that is not required to return results. It defaults as blank.

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.

A non-required text box that defaults to blank and is used to search across multiple fields. When the page is 'Refreshed', the data returned will be limited by what was included in the Search box (in addition to any other Search Options). 

Refer to this FAQ for advanced search options.

The Search field can be used to search across the following fields: 

• Attr: [Attribute Value]
  
• Item: [Item ID] or [Item Description]
  
• Owner: [Lot Owner]
• Batch: [Production Batch]
• Site: [Site ID] or [Site Name]
  
• WLot: [Warehouse Lot] 

Used to select one or more Sites. This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain perpetual inventory balances.

The lookup contains a list of all active Sites.

Opens the mass update dialog, which allows to mass update the following properties: 

• Lot Holds
  • Hold Code: A single-select standard lookup that defaults to "(No Change)", but also contains a list of all Hold Codes configured in Hold Codes Master File and a blank value. Assigns the selected Hold Code to selected/filtered lots when 'Apply' is clicked. 
• Lot Properties
  • Costing Status: A single-select standard lookup that defaults to "(No Change)", but also has options for "Open" and "Closed". Assigns the selected Layer Costing status to selected/filtered lots when 'Apply' is clicked.
  • Lot Owner: A single-select standard lookup that defaults to "(No Change)", but also contains a list of all Lot Owners configured in the Lot Owners Master File. Assigns the selected Lot Owner to selected/filtered lots when Apply is clicked. 
  • Lot Status: A single-select standard lookup that defaults to "(No Change)", but also has options for "Open" and "Closed". Assigns the selected status to selected/filtered lots when Apply is clicked. 

 Displays a drop down menu of related actions. The list of options includes:

• IQ: Lot History: Opens the Transaction History - Lot Inquiry and displays the history of posted transactions at the inventory lot level for the selected lot(s). The date range defaults to the past 30 days and if a beginning balance exists outside of the date range, a row will display the beginning balance quantity.
• LV: Commitments and Allocations: Opens the Commitments and Allocations Inquiry and displays the quantities on unposted transactions for the selected lot(s).
• LV: Warehouse Lot: Opens the Warehouse Lot List View for the selected inventory lot.
• RV: Item: Opens the Item Master File Record View for the selected item.
• RV: Production Batch: Opens the Production Batch Record View for the selected inventory lot.

 Displays the column layout lookup and related icons. This tool allows users to select a previously saved layout, create a new layout, save changes to a layout, forget/delete a layout and/or assign a saved layout as the default for the page. Once changes are made to the layout, such as columns are added or removed, the user can click the Save Layout icon and save the changes to the column layout. The visibility of the Filter Row is also saved with a saved layout. The new layout can also be set as the default. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).  Default layouts can be removed by clicking the 'Set as Default' button again when the current default layout is selected.  

Please note that existing saved grid layouts will display the Filter Row as hidden by default.

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

Displays the available balance of an item or Inventory Lot, stated in terms of the Item's "Reporting UOM". If the Item' Reporting UOM is "Lbs" then this would represent the Available Lbs. If the Item' Reporting UOM is "Case" then this would represent the Available Cases. This can be edited when units or weight for an item on an inventory transaction has been entered or units or weight for an item on a sales order has been committed or allocated. This is a calculated field and not stored in the database. The Available balance is calculated as:

[On Hand] - [On Hold (-)] + [Committed (+)] - [Committed (-)] + [Allocated (+)]- [Allocated (-)] - [Quoted (-)]

Note: Each of the Inventory Transactions and Sales Quote transactions can be conditionally included/excluded from the Available balances based on the "Include open ### transactions in Available balances" Inventory Preference. If the preference is set to "Yes", Inventory Transactions will be included in Committed and Allocated balances, and Quotes will be included in the Quoted balances and used to update the Available balances. If they are set to "No", they will not be included in Committed, Allocated and Quoted balances, so they will not update Available balances.

Additionally, for Production Order Outputs/Inputs and unreceived Purchase Order quantities, these can be conditionally included/excluded from the Available balances based on the "First status to include ##### in Available balances" Inventory Preferences. If the transaction is set to a status equal to or greater than the Preference value, and is not in a status of Closed and not set to "Do Not Include", they will be used to update the Available balances, otherwise if the status is set to a value less than the Preference value, they will not be used to update Available balances.

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 

Identifies whether the Lot is Open or Closed for Cost changes. If a Lot is Closed for Costing, no cost changes can be made.  This can be edited from the 'Costing Status' property on the Mass Update dialog.

Database Fields: ERPx_IMLotBalance.LayerCostingStatusEN

Displays the name of the Country that the Production Batch originated in. The value is stored in the 'Country of Origin' Tab on the Production Batch Record View. If no 'Country of Origin' has been assigned, this will be blank, if there is only one 'Country of Origin' assigned to the Production Batch then the name of that country will be displayed. If there is more than one country assigned on the 'Country of Origin' Tab then this will indicate "Multiple". This field defaults as blank. This can be edited from the 'Country of Origin' tab of the Production Batch record view.

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".

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. 

Database Field: ERPx_IMProductionLot.ExpirationDate

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, ERPX_IMItem.ItemDescription

Displays the On Hand balance of an item or Inventory Lot, stated in terms of the Item's "Reporting UOM". If the Item' Reporting UOM is "Lbs" then this would represent the On Hand Lbs. If the Item' Reporting UOM is "Case" then this would represent the On Hand Cases. This can be edited when units or weight for an item on an inventory transaction has been Posted or units or weight for an allocated item on a sales order has been Posted. This is a calculated field and not stored in the database.

The On Hand balance is intended to reflect the quantity of an Inventory Lot that is physically in the facility. On-Hand balances are maintained for all items with an 'Item Type' of "Sales Inventory" whether they are Lot Tracked or not. On Hand balances are updated when the 'Status' of Inventory and Sales transactions is changed to "Ready To Post". However, for companies that want unposted Sales Orders to updated 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".

The On Hand balance is the starting point of the Available balance calculation.

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".

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:

• 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_IMLotOwner.OwnerName

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". This field defaults as blank. This can be edited from the 'Received From' tab of the Production Batch Record View.  

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

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

Identifies the default inventory unit of measure that the units are stored in (boxes, Bags, Cases, Totes, etc.) for the item. This field comes from and can be edited from the 'Inventory Unit UOM' property on the 'Properties' tab of the Item record view.

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 Field: ERPx_IMLotBalance.UnitsUOMSK

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.

Identifies the default reporting unit of measure that the weight (Lbs, Kg, Oz, Ton, etc.) or units (boxes, Bags, Cases, Totes, etc.) of the item is stored in. This field comes from and can be edited from the 'Default Reporting UOM' property on the 'Properties' tab of the Item record view.

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 Field: ERPx_IMLotBalance.UnitsUOMSK or ERPx_IMLotBalance.WeightUOMSK

Identifies the UOM Schedule that is used to determine what Units of Measure are to be used for specific items that are bought, sold and manufactured as well as the conversions for those Units of Measure.
This field comes from and can be edited from the 'UOM Schedule' property on the 'Properties' tab of the Item record view.

Database Field: ERPX_IMItem.UOMScheduleSK

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:

• 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 Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK

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.

Identifies the default inventory unit of measure that the weight is stored in (Lbs, Kg, Oz, Ton, etc.) for the item. This field comes from and can be edited from the 'Inventory Weight UOM' property on the 'Properties' tab of the Item record view.

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 Field: ERPx_IMLotBalance.WeightUOMSK