Overview
Inventory by Lot Number provides a view of the Lot Numbers in inventory for specific Lot Controlled Item Numbers. In addition to Lot Number, each Inventory Record is identified by several other attributes. To record Lot Numbers for an Item, the Lot Control indicator must be checked on the Engineering Item Master record. The user can also add the Inventory by Lot Number record for an Item directly through UI and data loader. Furthermore, the system also allows the user to specify the lot number for designated items at the time of Work Order Receipt – and allows different lot numbers to be used for multiple receipts on a given WO. Rootstock provides the ability to define an Item as both Lot and Serial Controlled.
NOTE The functionality to specify the Lot Number at the time of Work Order Receipt can be enabled by checking the "Allow Lot to be Entered at WO Receipt " checkbox under the 'Misc CC Overrides' tab on the Inventory Item Master page.
Application
Lot control is used when a manufactured or purchased item requires traceability by a lot number. It differs from Serial Control in that it may include a quantity greater than 1 for any given Item Number while Serial Control always refers to a single item.
Navigation
Inventory Item by Lot Number
Processing
This path takes the user to a List View of Item/Lot records. From here, the individual records may be viewed for more detail, edited, or deleted (if not in use).
To edit a record, click it in the Name column. When the record comes into view, select Edit from the Actions dropdown.
Fields
Division: The division for the given Inventory by Lot Number record.
Item Number: The Inventory Item Number.
Lot Number: The Lot Number for the given Inventory by Lot Number record.
Unique Device Identifier: The Unique Device Identifier is an editable field. It may be populated by the UDI functionality when applicable, but manual entry is also allowed.
Date Lot Added: The date the Item Lot record was added to the system.
Expiration Date: This field defines the Expiration Date for this Lot Number record. When manually adding a record, if left blank, the date will be set to TODAY + the Shelf Life defined for the given Inventory Item Master.
NOTE This field 'Expiration Date' is required and should be a future date when the flag 'Expiration Date is Required' is checked on the Inventory Item Master record.
Issue Expiration Date: The date this Lot expires, using the Expiration Date less the Lot Issue Expiration Lead Time. Not applicable when the Expiration Date is not set.
Lot Comments: User-defined Comments.
Original Shelf Life: When a new Lot record is added, this field defaults to the Shelf life defined on the Inventory Item Master.
Qty Consigned: Any transaction (for this Division, Item, Project) that affects a Stock Location Type of 'C' (Consigned, Customer owned) will update this field. It indicates the total quantity of Consigned material in all type 'C' locations.
Quantity On Hand: Any transaction (for this Division, Item, or Project) that affects a Stock Location Type of 'O' (On Hand) will update this field. Indicates the total quantity of On Hand material.
Qty Non-Nettable: Any transaction (for this Division, Item, Project) that affects a Stock Location Type of 'N' (Non-Nettable) will update this field. Indicates the total quantity of Non-Nettable material in all type 'N' locations.
Description: User-defined description up to 100 characters in length.
Reference: User-defined reference value up to 50 characters in length.
On Hold: When Checked, this lot is blocked from getting issued.
Tab Section
Features Tab
The tab allows the user to add a different feature and feature category, such as Color, Cutting, Feature, Make, and Year, for the given Inventory by Lot Number record. For more details, see Features.
NOTE This functionality can be enabled when checking the "Item Features Active" checkbox under the SYDEFAULT page.
Attributes Tab
This tab allows the user to define 'Weight', 'Height', 'Length', and 'Width' for the given Inventory by Lot Number record.
SEE ALSO
Inventory Item Master
Inventory Commodity Code Lead Times Tab
Inventory Item Master Lead Times tab
Inventory Item Master Misc CC Override tab
Inventory by Serial Number
Inventory by Location
Features
Expiration Behavior for Lot Controlled Items
