10 Enter Lot Information
This chapter contains these topics:
When you enter lot information for an item, you specify whether a lot number is mandatory, how the system assigns the number, and so forth. When you enter information for a lot, you specify the type of item that is contained in the lot, the expiration date for the lot, and so on.
10.1 Entering Lot Information
You can group items and monitor them through your inventory system by assigning them to lots. To work with lots, you must define:
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Lot information for items
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Information for lots
10.2 Entering Lot Information for Items
From Inventory Management (G41), choose Inventory Master/Transactions
From Inventory Master/Transactions (G4111), choose Item Master Information
When you enter master information or branch/plant information for an item, you can specify:
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Whether the item requires a lot number at the time of receipt
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Whether the system commits the item's inventory based on lot numbers
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The method by which lot numbers are assigned to the item
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The number of days that the item can remain in inventory before expiring
To enter lot information for items
Figure 10-1 Item Master Information screen
Description of "Figure 10-1 Item Master Information screen"
Complete the following fields:
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Lot Status Code
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Lot Process Type
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Commitment Method
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Shelf Life Days
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Serial No. Required
| Field | Explanation |
|---|---|
| Lot Status Code | Indicates the status of the lot, such as if the lot is approved and available for usage (blank lot status) or is held. The system stores the lot status at both the lot master level (F4108) and the item location level (F41021). This means that a lot can be available at the lot level (lot master), while a specific location where this lot is stored can be put on hold (item location). The system checks the lot status at the item location level for availability, not at the lot master level. The lot status in the Item Branch table (F4102) is for default purposes only. The system places the lot status in the lot master when you create a new lot without specifying the lot status. The system uses the lot status from the lot master in the item location when you create new item location records for the lot.
Form-specific information The default value for the lots to which you assign this item. |
| Lot Process Type | A code that indicates whether lot or serial number is assigned. Lot and serial number processes use the Lot Master table (F4108).
Valid codes are: 0 – Lot assignment is optional. You can manually assign numbers. Quantity can be greater than one (default). 1 – Lot assignment is required. The system assigns numbers using the system date in YYMMDD format. Quantity can be greater than one. 2 – Lot assignment is required. The system assigns numbers in ascending order using Next Numbers. Quantity can be greater than one. 3 – Lot assignment is required. You must manually assign numbers. Quantity can be greater than one. 4 – Serial number assignment is optional except during shipment confirmation. Quantity must not exceed one. 5 – Serial number assignment is required. The system assigns numbers using the system date in YYMMDD format. Quantity must not exceed one. 6 – Serial number assignment is required. The system assigns numbers in ascending order using Next Numbers. Quantity must not exceed one. 7 – Serial number assignment is required. You must manually assign numbers. Quantity must not exceed one. Form-specific information Use codes 4 through 7 for advanced serial number processing. In Purchase Management, you add serial numbers using the Lot field on Purchase Order Detail. Each item must have a unique serial number. For items requiring serial numbers as well as lot assignments, use the Lot Process Type field in conjunction with the Serial No Required field. Codes 3 through 5 for the Serial No Required field indicate the setup requirements necessary for these items. |
| Commitment Method | A code that indicates the method that the system uses to commit lot items from inventory. Valid codes are:
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| Shelf Life Days | The number of days that an item can remain in inventory before it expires. The system adds this number to the date that the item is received to determine the expiration date for the item. If you do not enter a value here, you must enter an expiration date each time you receive the lot item. |
| Serial No. Required | A code that indicates whether you must attach a serial number to this item at the time of receipt or sale for basic serial number processing, or if memo lot information is required for advanced serial number processing.
You can use basic serial number processing for informational purposes only. For example, you can add a serial number for an item, and review the number later. For basic serial number processing, valid values are: Y – Yes, the system requires a serial number for all transactions pertaining to this item in related inventory, sales, and purchase order programs N – No, the system does not require a serial number The system does not use this information if you use advanced serial number processing. Advanced serial number processing allows you to track an item through purchasing and sales based on a serial number. To specify serial number requirements, you must use the Lot Process Type field on Item Master Information. Values 3 through 5 indicate whether lot assignment is required for items with serial numbers. You can require assignment of up to three lot numbers, including Supplier Lot, Memo Lot 1, and Memo Lot 2. To specify lots for items with serial numbers, you must use the following values: 3 – Supplier lot number required (purchasing only) 4 – Supplier lot number required (purchasing only), and Memo Lot 1 required 5 – Supplier lot number required (purchasing only), Memo Lot 1 required, and Memo Lot 2 required |
10.3 Entering Information for Lots
After you assign a new lot number to an item, the system creates a lot. You can enter information for the new lot on Lot Master Revisions.
You might create a lot for items that you expect to receive in the future. You can create a lot manually by entering the lot number and specifying lot information on Lot Master Revisions.
Lot information can include the expiration date, grade and potency values, supplier information, and so forth. You can also assign up to ten category codes to each lot for reporting purposes.
The system maintains separate lot information for each type of item in a lot. For example, if Lot 1 contains Item A and Item B, you can enter separate lot information for each item. A lot can contain multiple items only if you set up system constants to allow more than one type of item in a lot.
Also, you can set up system constants to process a lot that contains only one item, yet those quantities are located in multiple warehouses. For example, Lot 234 consists of one item, bicycle tires. In addition, Warehouse A represents the bulk warehouse, where the majority of the tires are stored. However, Warehouses B and C receive partial quantities of the same item so that Warehouse A has adequate space. When you receive the tires at Warehouses B and C, you can assign them to Lot 234 and track them through the unique lot number.
Complete the following tasks:
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Create a lot
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Enter lot control information
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Enter availability information
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Enter supplier information
| Topic | Description |
|---|---|
| Assigning new lot numbers to items | You can assign new lot numbers to items when you receive purchase order receipts, adjust inventory, and complete work orders. You can also assign new lot numbers for items on Item/Location Information. |
| Assigning grades or potencies to lots | If you do not specify a grade or potency for items that require this information, the system uses the standard grade or potency from Item Master Information or Item Branch Information. |
| Item/Lot Ledger | You can track changes to lot status, grade, and potency on the Item/Lot Ledger form. |
See Also:
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Working with Item Locations in the JD Edwards World Inventory Management Guidefor information about adding new lots to item locations,
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Entering Item Grade and Potency Information in the JD Edwards World Inventory Management Guide for information about item grades and potencies,
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Locating On-Hand Quantity Information in the JD Edwards World Inventory Management Guide for information about viewing the Item/Lot Ledger,
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Defining System Constants in the JD Edwards World Inventory Management Guidefor information about allowing duplicate lots.
From Lot Control (G4113), choose Lot Master Revisions
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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Lot Expiration
Lot Dates and Quantities appears, where you can enter availability information.
| Field | Explanation |
|---|---|
| Lot/Serial Number | A number that identifies a lot or a serial number. A lot is a group of items with similar characteristics.
Form-specific information If a lot number has leading zeros, you must type them as part of the lot number. |
| Date - Layer Expiration | The date that this lot of inventory will expire. In the Sales Order Management, Manufacturing, and Warehouse Management systems, this date is used in conjunction with the inventory commitment method (see data item CMGL). The system will commit the inventory using the oldest lot first, based on the requested date of the sales or work order. During the commitment process, inventory in the lot is considered good through the expiration date.
Form-specific information Although you can change this date, the system automatically updates this field based on how you set up the user defined code (system 40, table LD). |
To enter lot control information
From Lot Control (G4113), choose Lot Master Revisions
Complete the following fields:
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Lot Description
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Lot Status Code
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Lot Potency
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Lot Grade
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Status Change Reason
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Potency Change Reason
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Grade Change Reason
| Field | Explanation |
|---|---|
| Lot Description | You can use this field to further describe a specific lot of inventory within a stocking location. |
| Lot Status Code | Indicates the status of the lot, such as if the lot is approved and available for usage (blank lot status) or is held. The system stores the lot status at both the lot master level (F4108) and the item location level (F41021). This means that a lot can be available at the lot level (lot master), while a specific location where this lot is stored can be put on hold (item location). The system checks the lot status at the item location level for availability, not at the lot master level. The lot status in the Item Branch table (F4102) is for default purposes only. The system places the lot status in the lot master when you create a new lot without specifying the lot status. The system uses the lot status from the lot master in the item location when you create new item location records for the lot.
Form-specific information The default for this field comes from the lot status code (including a blank value) that you assign to the item on Item Master Information or Item Branch/Plant Information. This code serves as the lot status default when you create a new item location for the lot. |
| Lot Potency | A code that indicates the potency of the lot, which is expressed as a percentage of active or useful material (for example, the percentage of alcohol in a solution). The actual potency of a lot is defined in the Lot Master table (F4108). |
| Lot Grade | This field contains the grade of a lot expressed as an alphanumeric code. The grade is used to indicate the quality of the lot. For example:
A1 – Premium grade A2 – Secondary grade The grade for a lot is stored in Lot Master table (F4108). |
| Status Change Reason | A 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. |
| Potency Change Reason | A code (system 42, type RC) that indicates the reason for a potency change to a lot. For example, you might change the lot potency because the actual potency of the items was lower than expected or because the potency was affected by evaporation. |
| Grade Change Reason | A code (system 42, type RC) that indicates the reason for a grade change to a lot. For example, you might change the grade because either the actual grade was lower than expected or the lot was downgraded because of aging. |
From Lot Control (G4113), choose Lot Master Revisions
On Lot Master Revisions
Complete the following fields:
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Supplier
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Supplier Lot
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Order Number
| Field | Explanation |
|---|---|
| Primary / Last Supplier Number | The address book number of the preferred provider of this item.
You can enter the number for the supplier or you can have the system enter it each time that you receive the item from a supplier. You specify whether the system enters the supplier using processing options for Enter Receipts. |
| Supplier Lot Number | The supplier's lot number for the item. |
| Document (Order No, Invoice, etc.) | A number identifying the original document. This can be an invoice number, work order number, sales order number, journal entry number, and so on.
Form-specific information The purchase order number for the lot item. The system enters the purchase order number when you enter a receipt for the item in Purchase Order Management. |
Processing Options