Selling Detail Lot Items

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

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

To select a detail lot from which to pick product for a sales order:

From the Orders menu, select Sales Order Entry to display the Sales Order Entry screen.
Enter the detail lot item on the sales order.

The system displays the Detail Lot Selection screen with the following data:

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 the Product file, 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 Calculation control maintenance record. If the Exclude Items If Inspection Level/Quantity Not Met parameter is set to No for the product, 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 Calculation control maintenance record. Note: You can use the Line Item Scheduling screen to assign the order quantity to be picked from a different location other than the location the system assigns for the order. Use the Splt Locs hot key from the Line Item Scheduling screen 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 Quantity control maintenance record is set to No for a branch, locations with zero on-hand quantity also display.
Order Qty	The number of detail lot items entered on the order.
Cust Lvl/Rnk	The customer's minimum quality control inspection level and quality product rank.
Avail	The total number of available detail lot items for the product.
On PO	The quantity on all future purchase orders.
Unused Qty	The quantity not committed to a detail lot for the displayed sales order.
DetLot	The detail lot number assigned in Detail Lot Maintenance.
Description	A description of the displayed lot. Use the Minimize/Maximize hot key to toggle between one line and full descriptions.
Avail Qty	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.

In the Commit Qty field next to the detail lot from which you want to pick product, enter the number of items you want to pick.

The system adjusts the amount shown in the Avail Qty field for that detail lot.

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

Press Esc after you have selected from which lots to pick product for the sales order.

Continue processing the sales order.

Note: If you need to edit a detail lot item on a sales order, display the sales order using the Sales Order Entry screen. Use the Sched hot key and then the Det Lot hot key to display the Detail Lot Selection screen, 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.

More Options from the Detail Lot Selection Screen

The Detail Lot Selection screen also offers these options.

Hot Key	Function
Detail Lot	Displays the Detail Lot Maintenance screen for the selected detail lot. Use this screen to update the detail lot information.
Inv Inq	Displays the Inventory Inquiry screen. Use this screen to view up-to-the-minute product inventory data.
History Ledger	Displays the History Ledger screen. Use this screen to view a product's past activity, such as whether it was part of a sales order last month.
Comments	Displays the Detail Lot Comment screen. Use this screen to add comments for the selected lot.