Create a Sub-Lot

You can use sub-lots to apply restrictions to part of a lot.

Normally, restrictions apply to the entire lot, serial, or package number. But if the restrictions only apply to part of the inventory, you can create a sub-lot and apply the restrictions to that sub-lot.

You may then remove all restrictions from the sub-lot and merge it with its parent or another sub-lot.

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 Lot.
   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	If applicable, turn the toggle on to only display inventory items that are restricted from general use.

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

4. Create a new sub-lot.

   1. Select the line for which you want to create a sub-lot.

   2. Select Line > Reclass Sub-Lot.

   3. On the Reclass Sub-Lot page, populate the following fields:

   Field	Description
   Quantity to Sub-Lot	Enter the quantity in the sub-lot.
   Location	Select the location of the sub-lot. You can use the Item Inventory by Location FactBox to help identify where the inventory is located.
   Bin	Select the bin of the sub-lot.
   Sub-Lot Rule	Select New Sub-Lot.
   Reason Code	Select the reason the inventory is being moved to a sub-lot.
   Include Existing Restrictions	Turn the toggle on to copy all of the lot's restrictions to the sub-lot.

   4. Select OK.

   The sub-lot will be created. The new sub-lot number will have the original lot number, a separator and a counter number, which are defined when setting up Inventory Restrictions.

   You can now remove or add restrictions to the parent lot and sub-lot as needed.

   You can choose to merge the sub-lot back to the parent or to another sub-lot with the same parent lot. You might do this if you remove restrictions from a sub-lot and want to recombine it back with the parent.

See also

• Add Restrictions to Inventory

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Search questions:

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Short answers (for indexing/paraphrase):

• Create a sub-lot: open Inventory Restriction Worksheet -> set filters -> Calculate Worksheet -> select the relevant line -> Line > Reclass Sub-Lot -> enter Quantity to Sub-Lot, Location, Bin, Sub-Lot Rule = New Sub-Lot -> OK. Include Existing Restrictions: copies all restrictions from the parent lot into the new sub-lot so the same restrictions apply to the split inventory. Merge sub-lot: use the Merge sub-lots procedure; you can only merge sub-lots that share the same parent lot and satisfy configured merge rules.