Creating, Viewing, and Editing Detail Lot Products

Use Detail Lot Maintenance to create, view, and edit detail lot items. You can create detail lots from both Purchase Order Entry and Product Location Maintenance.

This topic describes how to do the following:

• Create a detail lot from Product Location Maintenance.

• Create a detail lot from a purchase order.

• Copy an existing detail lot to a new record.

• View and edit detail lots.

• Enter inspector information and inspection comments.

Note: Detail lots are not currently supported in RF warehouse environments.

To create a detail lot from Product Location Maintenance:

1. From the Warehouse Management menu, select Product Location Maintenance to display the Product Location Maintenance window.

2. In the Branch field, enter the branch or territory of the product you want to set as a detail lot item.

3. In the Product field, enter the product that you want to set as a detail lot item.

4. In the Control Type area, select Detail Lot to designate this product as a detail lot item.

5. From the Inquiry menu, select Detail Lots and select New to display the Detail Lot Maintenance window.

6. Enter the quality control information in the necessary fields.

7. Save your changes and exit the window.

To create a detail lot from a purchase order:

1. From the Purchase menu, select Stock Receipt Entry to display the Initial Order Entry window.

2. In the Branch field, enter the branch or territory at which the purchase order originated.

3. In the Vendor/Order #, enter or select the vendor or order that you want to receive.

4. Click OK to display the purchase order.

5. Click the Status tab.

6. In the Order Status field for the detail lot generation, type R to change the status to Received.

7. At the prompt, enter Yes.

2. If you have the Display Detail Lot Selection Screencontrol maintenance record set to Yes, the system displays the Split Locations screen prompting you to decide if you want to receive the lot in an already existing lot or create a new lot. Go to step 8.

3. If the Display Detail Lot Selection Screencontrol maintenance record set to No, the system allocates the detail lot. Go to step 11.

8. Do one of the following:

• To create a new lot, place the cursor in the Lot field, press F10, and select New to display the Detail Lot Maintenance window. Enter the quality control information in the necessary fields.

• To accept the lot into an existing lot, place the cursor in the Lot field, press F10, and select the detail lot ID in which you want to place the received items.

9. Save the detail lot and return to the Split Locations window.

10. Save the location information and finish receiving the items.

11. Save the purchase order and exit the window.

To copy an existing detail lot:

1. From the Warehouse Management menu, select Detail Lot Maintenance to display the Lot ID Selection window.

2. Enter the following criteria to select a detail lot product:

3. Click OK to display the Detail Lot Maintenance window.

4. From the File menu, select Copy and click Yes to copy the record.

5. Save your changes and exit the window.

To view and edit a detail lot:

1. From the Warehouse Management menu, select Detail Lot Maintenance to display the Lot ID Selection window.

2. Enter the following criteria to select a detail lot product:

3. Click OK to display the Detail Lot Maintenance window.

4. View or edit the quality control information in the necessary fields.

5. Save your changes and exit the window.

To enter inspection comments for a detail lot:

1. From the Warehouse Management menu, select Detail Lot Maintenance to display the Lot ID Selection window.

2. Enter the following criteria to select a detail lot product:

3. Click OK to display the Detail Lot Maintenance window.

4. From the Editmenu, selectInspector Comments to display the inspection information.

5. In the Inspector field, enter the ID of the user who inspected the detail lot.

6. In the InspectorComment field, enter any comments about the detail lot inspection.

Any information you enter posts to the Maintenance Log for the detail lot.

7. Click OK to save the inspector comments and return to the Detail Lot Maintenance window.

8. Save your changes and exit the window.

See Also:

Detail Lot Maintenance Overview

Setting Up for Detail Lots

Recording Lot Product Enhancements

Selling Detail Lot Items

How the System Sorts Detail Lots