Item Inventory Specifications

The following are the item inventory specification attributes and their possible values. You set these attributes when defining or updating items.

Item Inventory Specification Attributes

Attribute Name Description
Bulk Picked Enables you to pick items in bulk.
Check Material Shortage Indicates to check for material shortages for the item.

Enable this option to trigger a material shortage alert and a shortage notification during transactions of the item.

Note: This attribute is reserved for future use.
Child Lot Enabled Indicates whether an item is subject to lot control for transactional purposes when a parent lot is specified for transactional purposes.

If you enable child lot control, you can specify a parent lot and a child lot for transactional purposes. The application processes transactions for the lot regardless of whether you specify the parent lot for the transaction. You can’t modify this field if inventory transactions or reservations exist for the item.

If you choose to control this attribute at the master organization level, then you can modify this attribute only if no transactions or reservations exist for the master organization or any child organizations that are associated with the master organization.

Control: Lot Indicates the ability to use lot numbers during material transactions for tracking of batches of Item.
  • No control: Don’t establish lot control for the item.
  • Full control: Track inventory balances by lot number. You must specify a lot number for issues and receipts.

You can establish lot number control only for an item that has no quantity on hand. If lot control is controlled at the master item level, the application checks for on hand quantity in all child organizations.

Control: Shelf Life Indicates how long items in a given lot remain available.
  • Shelf life days: Specify the shelf life of the item in days. The application starts counting the shelf life on the day you receive the lot into inventory. After the specified number of days, the application sends a warning message.
  • No control: Shelf life control not established for this item.
  • User-defined: Specify an expiration date as you receive each lot. You receive a warning but aren’t prevented from using the lot after expiration.
Note: You can’t change lot expiration control when on-hand quantity of the item exists. If lot expiration is controlled at the master level, the check for on-hand quantity is against the sum of on hand quantities in all child organizations.
Copy Lot Attributes Indicates whether the child lot inherits all the specifications of the parent lot, except descriptive flexfield attributes. Descriptive flexfield attributes aren’t copied.

Select this check box to ensure that a new child lot inherits all the attributes of the parent lot, except descriptive flexfield attributes. If you don’t select the check box, then the child lot doesn’t inherit the parent lot attributes.

Cycle Count Enabled Indicates whether the item is on for automatic cycle count scheduling.
Default Grade Enter a default grade for the item. All items in grade control must have a default grade. You can use the grade change transaction to change the default grade of an item.
Note: You can change the default grade even if you performed transactions for the item.
Default Lot Status Indicate the default lot status for the item.
Default Serial Status Indicate the default serial status of the item.
Expiration Action Enter the default action code for this item. This is the action listed on the expiration notification when the lot expires, fails quality inspection, or falls within the experimental error results region.
Expiration Action Interval Enter the number of days the application adds to the expiration date before it performs an action on the lot.

Lot Expiration Date + Lot Expiration Action Interval = Default Expiration Action Date

Format Validation Select this check box to ensure the child lot number conforms to the child lot parameters that you define for the organization or the item.

If you select this check box, then the application verifies the child lot number is the lot number concatenated with the child lot prefix and a numeric suffix for the lot number of the correct zero-padded length, if you enable zero padding at the item level.

Generation
  • Dynamic entry at inventory receipt: Create and assign serial numbers when you receive the item. Thereafter, for any material transaction, you must provide a serial number for each unit.
  • Entry at sales order, transfer order or work order issue: Create and assign serial numbers when you issue (ship) the item against a sales order or transfer order. If you select this option, serial numbers are required at ship confirm.

    If you receive an item on an RMA (return material authorization), you must specify the same serial numbers that you used at the sales order issue. Serial numbers are also required when you issue components to a work order using a Work in Process Material Issue transaction.

    If you receive the item back into inventory using a Work in Process Material Return transaction, then you need to reference the same serial numbers used when the component item was issued to the work order. When using this serial generation option, serial number entry isn’t required for material transactions other than sales order, transfer order, or work order issue for this item. For example, serial number entry isn’t required for a receipt or a subinventory transfer for an item.

  • No serial number control: Serial number control not established for this item. All material transactions involving this item will bypass serial number information.
  • Predefined serial number: Assign predefined serial numbers when you receive the item. Thereafter, for any material transaction, you must provide a serial number for each unit.
  • Entry at inventory pick: Create and assign serial numbers at pick confirmation for an item. If you select this option, you must enter a serial number at pick confirmation for inventory transactions such as sales order pick, transfer order pick, transfer order return pick, or movement request issue.

If serial generation is controlled at the item level, the check for on-hand quantity is against the sum of on-hand quantities in all child organizations.

Note: The lot substitution feature isn’t supported for items with serial control or any combination such as lot serial, lot revision, or LSR combinations
Grade Controlled Indicate whether the item is grade controlled in addition to lot controlled. A grade code represents specific characteristics of a lot. If you select the Grade Controlled check box, then you must specify a default grade for the item.
Note: You can’t modify this check box if you have transacted the item.
Hold Days This is the number of days added to the lot creation date before you can release the lot. If you don’t enter a number, the application assumes that you can use the lot immediately.

Lot Creation Date + Hold Days = Default Hold Release Date.

Inventory Item This attribute enables you to stock and transact this item. You must turn this option on if you want to enable the following item attributes:
  • Stockable
  • Transactable
  • Build in WIP

This is an item-defining attribute. If you enable this option, the item is automatically assigned to the default category set for the Inventory functional area.

Stock Locator Control
Indicates the physical area within a subinventory where you store material, such as a row, aisle, bin, or shelf.
  • Dynamic entry: Define locators when you use them, either as you receive or ship items.
  • No control: Locator control not established.
  • Prespecified: Define locators before you use them.
Lot Divisible Select this check box to enable you to allocate, reserve, or move partial lot quantities. If you don’t select this check box you must transact the full lot quantity for this item. You can’t modify this field if transactions exist for the item.
Lot Merge Enabled Indicate whether many lots of a lot controlled item may merge into one lot.
Lot Split Enabled Indicate whether a lot-controlled item may split into many lots.
Lot Status Enabled Indicate whether an item is subject to status control at the Lot Level. For example, a lot may be In Test. A company may have a policy of allowing Lots In Test to be used in planning and reserved, but not shipped.

A lot may also be In Quarantine. For example, a company may have a policy of not allowing lots In Quarantine to be used in planning.

If an item is lot-controlled, you can indicate the Default Lot Status. For example, a lot of microprocessors may be at the Quarantine status until a soak test is complete.

Lot Substitution Enabled Indicates whether lots can be substituted in a transaction.
Note: The lot substitution feature isn’t supported for items with serial control or any combination such as lot serial, lot revision, or LSR combinations.
Lot Translate Enabled Enables you to translate lots within a lot controlled item.
Maturity Days This is the number of days added to the lot creation date to determine the lot maturity date. If you don’t enter a number, the application assumes the lot is mature at creation.

Lot Creation Date + Maturity Days = Default Lot Maturity Date.

Negative Measurement Error Enter the percentage of negative variance acceptable before cycle count creates an adjustment transaction. Your physical cycle count can be less than the quantity on hand by an amount less than or equal to this percentage.

For example, suppose quantity on hand is 100 and negative tolerance is 10%. Inventory doesn’t require approval for if the counted quantity is within tolerance. For physical counts that are less than 90 units, Inventory creates an adjustment, changing the quantity on hand to the physical count.

Parent This field determines how the application generates child lot numbers at the item level. You can choose to generate child lot numbers across the organization level or at the item level. The available choices are:
  • Parent and Child: When set to parent and child, the parent lot number acts as a prefix, and the next available lot number is added to form the child lot. For example if the parent lot is P1, then the child lot would be P1-1.
  • Parent: When set to parent, child lot numbers are based on the same sequence as the lot number. For example, if the parent lot is P1, then the child lot is P2.
Positive Measurement Error Enter the percentage of positive variance acceptable before cycle count creates an adjustment transaction. Your physical count can be greater than the quantity on hand by an amount less than or equal to this percentage.

For example, suppose quantity on hand is 100 and positive tolerance is 10%. Inventory doesn’t require approval for if the counted quantity is within tolerance. For physical counts over 110 units, Inventory creates an adjustment, changing the quantity on hand to the physical count.

Prefix If you choose to generate child lots at the item level, you can optionally choose to enter a child lot prefix.
Reservable This attribute enables you to create material reservations for the item. You can reserve an item only when you have sufficient inventory.
Note: You can’t turn off reservation control if reservations exist.
Restrict Locators Indicate whether to restrict transaction of this item to or from a locator specified in the list you define with the Subinventory Information window. You can’t restrict locators unless you also restrict subinventories.
Restrict Subinventory Indicate whether to restrict transactions of this item to or from a subinventory specified in a list you define with the Subinventory Information window. This option must be turned on if you choose to restrict locators.
Retest Interval Enter the number of days after the creation date before you need to retest the lot. The application adds this number to the lot creation date to determine the default retest date.

Lot Creation Date + Retest Interval = Default Lot Retest Date.

Revision Control This attribute enables you to create item revisions. If you enable this option, you must specify an existing revision number for issues and receipts on the Revisions tab.
Serial Status Enabled Indicate whether an item is subject to status control at the serial Level. For example, a company may have a policy of allowing all functions on serial numbers that are new, and a policy of allowing reservations to reworked serial numbers, not including reworked items.

If an item is serial-controlled, you can indicate the Default Serial Status. For example, a serial number of analytical equipment may be at the Quarantine status until a soak test is complete.

Shelf Life Days Enter the number of days each lot is active. At receipt, the application adds the shelf life days to the application date to determine the expiration date. This is used only when you choose Shelf life days for Lot Expiration Control.
Starting Number: Child Lot Enter the starting number for each child lot. This field is enabled only if the item is child lot enabled.
Starting Number: Lot Enter a starting lot number for the item. When you set Lot Number Generation to At item level in the Organization Parameters window, the application uses this number as the starting lot number. When you create additional lots for the item, the application increments each succeeding lot.
Starting Number: Serial Enter a starting numeric suffix for all serial numbers for this item only. You must enter a value when you choose Predefined and when Serial Number Generation is At item level in the organization parameters. This starting numeric suffix is used when you define your serialized units. Thereafter, this number is incremented for each succeeding serial number.
Starting Prefix: Lot Enter a starting prefix for all lot numbers you define for this item. When you set Lot Number Generation to At item level in the Organization Parameters window, then the application uses this prefix when you define a lot number for the item.
Starting Prefix: Serial Enter a starting alpha prefix for all serial numbers you define. You must enter a value when you choose Predefined and when Serial Generation is At item level in the organization parameters. This prefix is used when you define your serialized units.
Stocked Indicate whether an item can be stocked.

This attribute enables you to stock the item. You can set this attribute only when you enable the Inventory Item attribute. You must enable this item attribute if you want to transact the item.

Transaction Enabled Indicates whether transactions can be performed on an item.

Conditions where you can change back and forth between certain serial number generation options

The following table presents conditions where you can change back and forth between certain serial number generation options:

Change To or From

Change to or From

When Allowed

Dynamic entry at inventory receipt

Predefined serial number

Any time

Predefined serial number

No serial number control

Any time

Dynamic entry at inventory receipt

No serial number control

Item has no on-hand quantity

Entry at sales order, transfer order or work order issue

Predefined serial number

Item has no on-hand quantity

Predefined serial number

No serial number control

Item has no on-hand quantity

Dynamic entry at inventory receipt

Entry at sales order, transfer order or work order issue

Item has no on-hand quantity