To define a product location as lot controlled:You may have products in your warehouse that you need to track individually or by group, such as wire or tile. Assigning a lot control type and a lot number to a product location helps you track these types of items and their quantities.
For example, you order wire in large spools and cut the wire to meet the specifications on a sales order. You need to track the amount of wire left so you know at all times what the remaining quantity is on a spool. If you stock tile, the tile manufacturer ships you tile from a specific dye batch or dye lot. The manufacturer may not guarantee that colors in other tile shipments will be the exact same shade, therefore, use lot numbers to help group the tile from a dye batch.
This topic provides information about the following:
Use Product Location Maintenance to set a location for a product as lot controlled.
To define a product location as lot controlled:From the Whse Mgt menu, select Product Location Maintenance to display the Product Location Maintenance screen.
In the Branch field, enter the branch where you store the product.
In the Product field, enter the product ID preceded by a period, product name, or product catalog number of the product for which you want to assign a lot control type. Press F10 for a list recently accessed products.
The system populates the rest of the screen with the product and location information as described in Displaying Warehouse Locations for Products.
In the Control Type field, press F10 and select Lot.
In the Lot/Serial# field, enter the lot ID number for the product.
Note: Products with no on-hand amounts do not require lot numbers for a location without inventory.
Press Esc to save your changes.
When selling lot controlled products, the system checks the locations assigned in Product Location Maintenance for the best possible pick based on the location that can fill the order with the least amount of quantity left over, including remnant locations.
For example, you have two warehouse locations assigned for one type of wire, W1 (Primary location) and W2 (Secondary location). W1 currently has 400 feet of wire on hand and W2 has 100 feet of wire on hand. Your sales agent takes an order for 90 feet of wire. The system assigns W2 as the pick location for the product because the amount in that location can fill the entire order quantity. If W2 was assigned a remnant or a floating location status, the system would still assign it as the pick location for the order because the quantity in that location meets the order requirements. For more information about remnant locations, see Assigning Products a Remnant Location Status.
When your sales agent adds a lot controlled product to a sales order, the system displays a box indicating the locations in the warehouse where you store the product and the quantities available. It lists the location it is going to pick from at the top of the list. You can assign a different pick location to the order. For more information, see Assigning Pick Locations in a Manual Warehouse.
See Also:
Assigning Products a Remnant Location Status