Add Restrictions to Inventory

Restrictions can be added to tracked inventory automatically or manually.

You can manually add restrictions to tracked inventory from the Inventory Restriction Journals or from the Inventory Restriction Worksheet page.

You can only manually add restrictions to inventory if the Add Restrictions (Manually) check box is selected for your user ID on the User Setup page. See Set Up Users for more information.

If you want to add restrictions to expiring inventory, see Apply Restrictions to Expiring Inventory.

If you don't want to apply restrictions to a full lot, you can create a sub-lot and apply the restrictions to the sub-lot.

Automatically add restrictions to items

Restrictions are automatically applied to items in the following instances:

• Items are put into bins associated with restriction codes.

  The value in the Bin Restriction Preference field that was populated during setup determines if the restriction is associated with the lot, serial or package number.

  If only part of a lot, serial number, or package is placed in a restricted bin, all of the inventory associated with the tracking number becomes restricted, not just the portion in that bin. To apply restrictions to only part of a lot, you must first create a sub-lot.

• Items associated with an inventory restriction group are received or output.

• The expiring inventory job queue is run.

Manually add restrictions to inventory from Inventory Restriction Journal

1. Choose the icon, enter Inventory Restriction Journals, then choose the related link.

2. On the Inventory Restriction Journals page, populate the following fields:

   Field	Description
   Batch Name	Select the journal batch, which is a customized layout that the journal lines will follow.

3. If you want to add restrictions to all of the contents in a bin,

   1. Select Home > Get Bin Contents.

   2. On the Bin Content Request page, populate the following field:

      Field	Description
      Select Type	Select if you want serial, lot or package numbers.

   3. In the Filter FastTab, enter the filters for the bin contents you want to add to the journal lines.

   4. Select OK.

4. In the Lines FastTab, populate the following fields as needed:

   The Current Restrictions FactBox shows the restrictions currently associated with the selected line.

   Field	Description
   Posting Date	Select the date to post the entry.
   Entry Type	Select Add Restriction.
   Document No.	Enter a document number.
   Item No.	Select the item to which you want to add restrictions.
   Serial No.	Select the serial number to which you want to add restrictions.
   Lot No.	Select the lot number to which you want to add restrictions.
   Package No.	Select the package number to which you want to add restrictions.
   Inventory Restriction Code	Select the inventory restriction code to add a single restriction to the item. If the field is not visible, the Inventory Restrictions on Lines check box was not selected on the Inventory Restriction Journal Batches page. If you cannot select a value, restrictions have been added from the Restrictions action.

5. If you want to add multiple restrictions,

   1. Select a line.

   2. Select Line > Restrictions

   3. On the Inventory Restriction Journal Restrictions page, select one or more restriction codes.

   4. Close the page.

   The restrictions added from the Restrictions action are listed in the Pending Restrictions FactBox with a status of Add.

6. Select Home > Post.

   The selected restrictions are associated with the item's serial, lot or package number. If the Remove from Available Inventory toggle was turned on when creating the restriction code, then the restricted inventory will be excluded from any calculations, and will not be available from the following Item Availability by pages:

   • Period
   • Variant
   • Location
   • Lot
   • Unit of Measure
     Records are created in the Inventory Restriction Registers page and Inventory Restriction Entries page.

   You can view the restriction entries or view how much inventory is restricted.

Manually add restrictions to inventory from Inventory Restriction Worksheet

1. Choose the icon, enter Inventory Restriction Worksheet, then choose the related link.

2. On the Inventory Restriction Worksheet page, populate the following fields as needed:

   Field	Description
   Maintenance Type	Select the tracking number type to which the restriction will be applied.
   Item Filter	Select an item number or enter a range to filter the lines in the worksheet.
   Variant Filter	Select an item variant or enter a range to filter the lines in the worksheet.
   Package No. Filter	Select a package number or enter a range to filter the lines in the worksheet.
   Lot No. Filter	Select a lot number or enter a range to filter the lines in the worksheet.
   Serial No. Filter	Select serial number or enter a range to filter the lines in the worksheet.
   Show Restricted Inventory Only	Turn the toggle on to only display items that are associated with a restriction code.

3. Once you have set the filters, select Home > Calculate Worksheet to load the worksheet lines.

   The Inventory Restrictions FactBox shows the restrictions currently associated with the selected line.

4. Select the line to which you want to add restrictions.

5. Select Line > Add Restrictions.

6. On the Inventory Restriction Codes, select one or more restriction codes.

   Tip

   To select multiple records, hold down the Ctrl key and select the codes you want to add to the item.

7. Select OK.

   The restrictions are listed in the Inventory Restrictions FactBox with a status of Add.

8. Select Home > Register.

   The selected restrictions are associated with the item's serial, lot or package number. If the Remove from Available Inventory toggle was turned on when creating the restriction code, then the restricted inventory will be excluded from any calculations, and will not be available from the following Item Availability by pages:

   • Period
   • Variant
   • Location
   • Lot
   • Unit of Measure
     Records are created in the Inventory Restriction Registers page and Inventory Restriction Entries page.

   You can view the restriction entries or view how much inventory is restricted.

See also

• Add Restrictions to Expiring Inventory

• Create a Sub-Lot