43 Work with Lot Availability
This chapter contains these topics:
You can view the availability of items in a lot, as well as the activity dates, item quantities, and hold statuses that pertain to the lot. Activity dates and item quantities reflect receipts, issues, sales, and so forth for items in a lot.
43.1 Viewing Lot Availability
From Inventory Management (G41), choose Lot Control
From Lot Control (G4113), choose Lot Availability
You can view availability for:
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All items in a lot
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All lots that contain the item you specify
You can choose to display only those items or lots for which there are on-hand balances.
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Complete the following fields for the item or lot that you want to view:
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Branch/Plant
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History (Y/N)
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Grade (from)
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Grade (thru)
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Potency (From)
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Potency (Thru)
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Lot/SN
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Item Number
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Review the following fields:
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Status (Lot Status Code)
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Rea (Status Change Reason)
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Expires (Expiration Date)
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Quantity on Hand/Held
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Available
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| Field | Explanation |
|---|---|
| History (Y/N) | A code that determines whether to display information for all locations and lots or only for those with on-hand balances. Valid codes are:
N – Display only locations and lots with on-hand balances Y – Display all locations and lots |
| Expires | The date on which a lot of items expires.
The system automatically enters this date if you have specified the shelf life days for the item on Item Master Information or Item Branch/Plant Information. The system calculates the expiration date by adding the number of shelf life days to the date that you receive the item. You can commit inventory based on the lot expiration date for items. You choose how the system commits inventory for an item on Item Master Information or Item Branch/Plant Information. |
| Status | A user-defined code (system41/type L) that indicates the status of the lot. If you leave this field blank, it indicates that the lot is approved. All other codes indicate that the lot is on hold.
You can assign a different status code to each location in which a lot resides on Item/Location Information or Location Lot Status Change. |
| Potency | A number that indicates the minimum potency, or percentage of active ingredients, acceptable for an item.
The system displays a warning message if you try to purchase or issue items that do not meet the minimum acceptable potency. The system does not allow you to sell items that do not meet the minimum acceptable potency. Form-specific information This is the minimum potency acceptable for items in this lot. |
| Grade | A user-defined code (system 40/type LG) that indicates the minimum grade that is acceptable for an item.
The system displays a warning message if you try to purchase or issue items with grades that do not meet the minimum grade acceptable. The system does not allow you to sell items with grades that do not meet the minimum acceptable level. |
| Quantity on Hand | The number of units that are physically in stock. The quantity on-hand displays in the primary unit of measure.
Form-specific information The number of items in stock or on hold. If the item is on hold, the system highlights the field. |
| Available | The quantity available can be the on-hand balance minus commitments, reservations, and backorders. Availability is user defined and can be set up in branch/plant constants. |
43.1.1 What You Should Know About
| Topic | Description |
|---|---|
| Viewing the same item or lot multiple times | If the same item or lot appears more than once, each item or lot exists in a different location. |
See Also:
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Section 13.3, "Locating Detailed Quantity Information" for information on how the system calculates item availability
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Section 13.2, "Locating Summary Quantity Information" for information on viewing detailed item availability by location and lot
43.2 Working with Lot Quantities
From Inventory Management (G41), choose Lot Control
From Lot Control (G4113), choose Lot Master Revisions
You can view the on-hand quantity, the available quantity, and the quantity held for each lot. You can also view up to six other quantity types, which you set up on user-defined code (system 40/type LQ). These quantity types might reflect the quantity of items:
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Received
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Issued
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Adjusted
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Completed
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Approved
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Sold
You set up user-defined code (system 40/type LQ) to indicate for which document types the system tracks lot quantities. You must associate each document type with one of the quantity type categories that appear on Lot Master Revisions.
For example, you specify the Received category for the document type OP (purchase orders). Then, each time you receive items on a purchase order, the system records the quantity to the Received category for the lot.
Complete the following tasks:
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Reviewing lot quantities
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Setting up the system to track lot quantities
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To view quantities for a particular lot, complete the following fields:
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Branch/Plant
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Lot/SN
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Item Number (Optional)
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Review the following fields:
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Quantity on Hand
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Available
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Quantity Held
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Quantities Received
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Quantities Issued
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Quantities Adjusted
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Quantities Completed
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Quantities Approved
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Quantities Sold
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To set up the system to track lot quantities
From Inventory Management (G41), choose Lot Control
From Lot Control (G4113), choose Lot Quantities
On Lot Quantities
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Complete the following fields for each document type:
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02 Character Code
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Description
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Assign one of the following categories to each document type by entering the number in parentheses in the Description-2 field:
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Received (1)
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Issued (2)
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Adjusted (3)
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Completed (4)
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Approved (5)
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Sold (6)
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43.3 Working with Lot Activity Dates
From Inventory Management (G41), choose Lot Control
From Lot Control (G4113), choose Lot Master Revisions
You can view up to six activity dates for a lot. You determine the activity dates that display by setting up user-defined code (system 40/type LD. These activity dates might reflect the last time that an item was:
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Received/Created
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Issued
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Recalibrated
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Completed
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Approved
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Sold
You set up user-defined code (system 40/type LD) to indicate for which document types the system tracks lot activity dates. You must associate each document type with one of the date categories above.
For example, you specify the Sold category for the document type SO (sales orders). Then, each time you confirm shipments for a sales order, the system records the date to the Sold category for the lot.
You can also enter lot activity dates manually instead of having the system track them for you.
Complete the following tasks:
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Change activity dates for a single lot
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Change activity dates for multiple lots
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Set up the system to track lot dates
To change activity dates for a single lot
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To view dates for a specific lot, complete the following fields:
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Branch/Plant
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Lot/SN
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Item Number
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Change the following dates for the appropriate lots, if necessary:
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Date Received/Created
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Date Issued
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Date Recalibrated
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Date Completed
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Date Approved
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Date Sold
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To change activity dates for multiple lots
From Inventory Management (G41), choose Lot Control
From Lot Control (G4113), choose Speed Lot Update
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Complete the following fields:
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Branch/Plant
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History (Y/N)
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Item Number
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Supplier Lot
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Change the following dates for the appropriate lots, if needed:
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Date Received
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Date Issued
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Date Tested (or recalibrated)
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Date Complete
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| Field | Explanation |
|---|---|
| Date Received | The last date that a particular activity occurred. You determine the type of activity that the category represents (for example, receipts).
This field represents date category 1. You specify the document types that update this category in user-defined code (system 40/type LD). Form-specific information You can add or change this date on the screen. |
| Date Issued | The last date that a particular activity occurred. You determine the type of activity that the category represents (for example, issues to work orders).
This field represents date category 2. You specify the document types that update this category in user-defined code (system 40/type LD). Form-specific information You can add or change this date on the screen. |
| Date Tested | The last date that a particular activity occurred. You determine the type of activity that the category represents (for example, recalibration dates).
This field represents date category 3. You specify the document types that update this category in user-defined code (system 40/type LD). Form-specific information You can add or change this date on the screen. |
| Date Completed | The last date that a particular activity occurred. You determine the type of activity that the category represents (for example, inventory completions).
This field represents date category 4. You specify the document types that update this category in user-defined code (system 40/type LD). Form-specific information You can add or change this date on the screen. |
43.3.1 Processing Options
See Section 64.4, "Speed Lot Update (P41080)"
To set up the system to track lot dates
From Inventory Management (G41), choose Lot Control
From Lot Control (G4113), choose Lot Dates
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Complete the following fields for each document type:
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02 Character Code
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Description
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Assign one of the following categories to each document type by entering the number in parentheses in the Description-2 field:
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Date Received/Created (1)
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Date Issued (2)
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Date Recalibrated (3)
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Date Completed (4)
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Date Approved (5)
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Date Sold (6)
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43.4 Working with Lot Statuses (Release A9.3 Update)
You set up lot status codes to identify the reasons that a lot is on hold. After you set up the codes, you can assign them to items and lots on Item Master Information, Branch/Plant Information, Lot Master Revisions, Enter Receipts, and so forth. You cannot process items from lots on hold.
You can assign different status codes to a single lot based on the different locations in which the lot resides. Complete the following tasks:
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Set up lot status codes
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Assign status codes to different lots
You can run the Lot Status Update DREAM Writer program to place expired lots on hold. You can preview a list of all lots that will be placed on hold by running the program in proof mode.
You can run the Batch Effective Lot Status Update DREAM Writer program to update the lot statuses of mature lots. The system updates lots with an effective date less than or equal to the date entered.
Figure 43-8 Release Mature Lots report (Release A9.3 Update)
Description of "Figure 43-8 Release Mature Lots report (Release A9.3 Update)"
From Inventory Management (G41), choose Lot Control
From Lot Control (G4113), choose Lot Status Codes
Complete the following fields for each status code:
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01 Character Code
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Description
To assign status codes to different lots
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Locate the appropriate lot and item.
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Figure 43-10 Location Lot Status Change screen
Description of "Figure 43-10 Location Lot Status Change screen"
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On Lot Status Change, complete the following fields for each location that you want to change the status code:
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New (New Lot Status)
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Rsn (Reason for Changing Lot Status)
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| Field | Explanation |
|---|---|
| Rsn | A user-defined code (system 42/type RC) that indicates the reason for a change in the status of a lot, such as goods that are damaged in shipment or goods that are placed in quarantine. |
43.4.1 What You Should Know About
| Topic | Description |
|---|---|
| Assigning status codes to locations | You can assign status codes to locations as well as lots. The system verifies that a lot is on hold before verifying that the location is on hold.
The system might process items out of locations on hold depending on the program in which you are working and the way that processing options are set. |
| Putting locations on hold | You can put a single location on hold, independent of the item, as long as the hold code is set up on Lot Status Codes.
Select the location from the Location Master (P4100). You can access the Location Master by exiting from Item Lot/Location Master Information (P41024) or from the Advanced Warehouse Management Setup menu (G4641). |