Effective Date Calculations

When reclassifying lots, you can manually override or enter an effective date. If you do not specify an effective date, the system automatically calculates the effective date using the default values from the Manufacturing Effective Days and Purchasing Effective Days fields in the Item Branch table (F4102).

To calculate the value in the Lot Effective Date field, the system determines the stocking type of the item being reclassified. If the item has a manufactured stocking type, the system uses the value from the Manufacturing Effective Days field and adds those days to the on-hand date to calculate the effective date. If the item has a purchased stocking type, the system uses the value from the Purchasing Effective Days field and adds those days to the on-hand date to calculate the effective date.

The system calculates effective dates differently when you split, blend, and combine lots:

Description

Calculation of Effective Dates

Split a lot

When splitting a lot, you create multiple lots from a single parent lot. Each child lot inherits the effective date and lot creation date from the parent lot. If some properties of the lot have changed to necessitate a different effective date, you can override this date.

Blend a lot

When blending multiple lots into a single lot, you can specify whether the new lot inherits the on-hand date or the effective date.

Combine a lot

When combining lots, child lots can inherit the on-hand date and the effective date. For example, when combining lots, you can specify whether child Lot 1 and Lot 2 inherit information from Lot A or Lot B.