Receiving Detail Lot Items Not Available for Immediate Sale

If you receive detail lot items at your warehouse that you cannot immediately put away, you can receive the material into the system without making it available in your inventory for sales orders. Receiving the material in the system ensures that Purchasing is not prompted to order more of the item.

To receive detail lot items but not include the items in the available on-hand inventory calculation, set the Exclude Items if On Hold parameter in the Exclude Detail Lot Items From Available On-Hand Calculation control maintenance record to Y.

To exclude only certain products from the on-hand inventory calculation, set the Exclude Items if On Hold parameter in the Exclude Detail Lot Items From Available On-Hand Calculation control maintenance record to N. Set the Exclude Detail Lot From Available if On Hold field for the individual product to Y. For more information about overriding these inventory calculation settings at the product level, see the Product Maintenance documentation.

To receive a detail lot item not available for immediate sale, complete the following tasks:

To receive detail lot items in the system:

  1. From the Purch > Reports menu, select P/O Receiver to display the P/O Receiver screen.

  2. Run the report.

  3. Use the Print hot key to print the P/O Receiver Report.

If the freight status on the P/O is Prepaid or Collect, enter an amount in the Totals screen that displays.

  1. Check off each detail lot item on the report that you receive, noting the quantity you received.

Note: Record any extra products received and the quantity to record in the system.

  1. Continue with Receiving Purchase Orders in a Manual Warehouse.

To update the detail lot maintenance hold code:

  1. From the Whse Mgt menu, select Detail Lot Maintenance to display the Detail Lot Maintenance screen.

  2. In the Prd field, enter the detail lot product that you want to edit.

  3. In the ID field, enter the detail lot for which you want to update settings.

  4. In the Br field, enter the branch that stocks the detail lot product.

The system displays the current data for the selected detail lot.

  1. Press Enter to display the detail lot's settings.

  2. In the Hold Code, press F10 and select Inspection.

  3. Press Esc to save your settings.

  4. Verify and complete receiving using the Stock Receipt Entry program and the notes on your P/O Receiver Report.

See Also:

Detail Lot Maintenance Overview