Setting Up for Detail Lots

Before using Detail Lot Maintenance, you must identify the following:

The products you sell as detail lot items.
The customers who buy detail lot items requiring quality control.
The vendors from whom you buy detail lot items.

For customers to whom you sell detail lot items, set quality control inspection levels, and quality product rankings for the purchases they make. Perform these setup tasks so you can create Detail Lot records and assure the highest quality for your customers.

Detail lots are not currently supported in an RF warehouse environment.

When creating detail lot records, complete the following tasks:

Identify a product as a detail lot.
Set quality control parameters for customer purchases.
Designate vendors as detail lot providers.

To identify a product as a detail lot item:

From the Whse Mgt menu, select Product Location Maintenance to display the Product Location Maintenance screen.
In the Branch field, enter the branch or territory where the detail lot item is stocked.
In the Product field, enter the product that you want to set as a detail lot item.
In the Control Type field, press F10 and select Detail Lot.
Press Esc to save the entries.

To set a quality control inspection level and quality product ranking for the purchases a customer makes:

From the Files menu, select Customer to display the Customer Maintenance screen.
In the Customer field, enter the customer for whom you are setting the inspection levels and product ranks.
Use the Add'l hot key to display the Additional Information screen.
Use the Detail Lot Track hot key to display the Parameters screen for inspection level and product rank.
In the Acceptable Q/C Inspection Level field, press F10 and select the minimum level that the customer accepts for the detail lot item.

Note: Q/C Inspection Levels are defined in the Valid Detail Lot Q/C Inspection Levels control maintenance record.

In the Acceptable Product Quality Rank field, press F10 and select the minimum level that the customer accepts for a detail lot item.

Note: Quality Ranks are assigned in the Valid Detail Lot Product Quality Ranks control maintenance record.

Press Esc to save the assignments.
Press Esc to return to the previous screen.

To designate a vendors as a detail lot provider:

From the Files menu, select Vendor to display the Vendor Maintenance screen.
In the Vendor field, enter the vendor whom you want to flag as a detail lot item provider.
In the right column, place an asterisk next to Manufacturer to flag the vendor.
If the vendor is a manufacturer of military specification parts, use the Add'l Data hot key to display the Additional Vendor Information screen.
In the Cage Code field, enter the Cage Code to which to default for the vendor.

Note: A Cage Code is a government rating for military specification parts and identifies the vendor and manufacturer as an authorized supplier to the military.

Press Esc to save the Cage Code and return to the Vendor Maintenance screen.
Press Esc to save the entries.