Selling Detail Lot Items

When you enter a detail lot product on a sales order and the Display Detail Lot Selection Screencontrol maintenance record is set to Yes, the Detail Lot Selection window displays. Use this window to select from which detail lot to pick the product for the sale.

The Detail Lot Selection window displays all detail lots that meet minimum quality control inspection levels and quality product rank. The detail lots are sorted in the window in accordance with the customer's quality control criteria. You can maximize or minimize the information displayed in this window for each detail lot, as well as display the Detail Lot Maintenance window for individual detail lots.

Note: When checking detail lot item availability, the system ignores the Exclude All Sales Orders Outside The Plenty Date From Avail Calccontrol maintenance record when the order and generation match the current generation being checked. This resolves erroneous over commit messages when a product is included on an order several times, but on the same order and generation.

The system displays the Detail Lot Selection window with the

corresponding data when you add a detail lot item to an order.

Field	Description
On Hand	The total on-hand quantity for the product. If the product you are selling has the Exclude Detail Lot From Available If On Hold parameter set to No in its product record, the on-hand quantity includes detail lot items with an on-hold status. If the parameter is set to Yes, the on-hand quantity does not include the detail lot quantities placed on hold. If the Product file does not define this parameter, the system uses the setting in the Exclude Items If On Hold field of the Exclude Detail Lot Items From Available On-Hand Calculationcontrol maintenance record. If the Exclude Items If Inspection Level/Quantity Not Met parameter is set to No in the product record, the on-hand quantity includes all detail lot items, even if the item does not meet the customer's acceptable quality control inspection level or product quality rank. If set to Yes, on-hand only includes the quantity in stock that meets the inspection level. If the product parameter is blank, the system uses the setting in the Exclude Items of Inspection Level/Quantity Not Met field of the Exclude Detail Lot Items From Available On-Hand Calculationcontrol maintenance record. Note: You can use the Line Item Scheduling window to assign the order quantity to be picked from a different location other than the location the system assigns for the order. Use the Split Locations option from the Line Item Scheduling window to see all the locations and select the locations from which the items should be picked. If the Delete Stock Location With Blank Status And Zero Quantitycontrol maintenance record is set to No for a branch, locations with zero on-hand quantity also display.
Order Quantity	The number of detail lot items entered on the order.
Customer Level/Rank	The customer's minimum quality control inspection level and quality product rank.
Available	The total number of available detail lot items for the product.
On PO	The quantity on all future purchase orders.
Unused	The quantity not committed to a detail lot for the displayed sales order.
Detail Lot	The detail lot number assigned in Detail Lot Maintenance.
Description	A description of the displayed lot. Select Expanded Description from the File menu to toggle between one line descriptions and full descriptions.
Available	The current available quantity of the product in that detail lot.

Note: The system highlights lots in red that do not meet customer requirements. If you select one of these lots, the system prompts you that the lot Does Not Meet Customer's Requirements, Continue. Enter Y, N, or Q to have the lot re-inspected.

Note: You can split the order quantity between different detail lots by entering the amount to pick from each lot in the Commit Quantity field.

Note: If you need to edit a detail lot item on a sales order, display the sales order using the Sales Order Entry window. From the Line Item menu, select Schedule and then select Detail Lot from the Edit menu to display the Detail Lot Selection window where you can edit the detail lot item on the sales order. You cannot delete detail lot items from order generations. To delete a detail lot item from an order, you must delete the entire generation and re-enter the generation with the changes.

To...	Select this menu option...
update the detail lot information	File > Detail Lot Maintenance The Detail Lot Maintenance window displays.
view up-to-the-minute product inventory data	Inquiry > Inventory Inquiry The Inventory Inquiry window displays.
view a product's past activity, such as if it was part of a sales order last month.	Inquiry > Inventory History Ledger The Inventory History Ledger window displays.
make comments about the selected lot	File > Comments