Table of Contents

Work with Sub-Lots

You can use sub-lots to place restrictions on a portion of a specific lot number. When the inventory of an item-lot is not homogeneous, you may want to segregate some part of the inventory and restrict it for further action. You may then remove all restrictions form the sub-lot and combine it with its parent or another sub-lot.

Note

Before a user can access the Inventory Restriction Worksheet page, they must have an entry in the User Setup table, where you can also configure if the user has the ability to add and remove restrictions.

Create a 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.

  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:

      4. 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 sub-lot is being created.
      Include Existing Restrictions Turn the toggle on to copy all of the lot's restrictions to the sub-lot.

    4. Select OK.

    The new sub-lot will be added to the restriction worksheet lines.

Merge sub-lots

  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.

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

  4. Merge sub-lots.

    1. Select the line for which you want to merge sub-lots.

    2. Select Line > Reclass Sub-Lot.

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

      4. Field Description
      Quantity to Sub-Lot Enter the quantity to merge.
      Location Select the location of the lot to which you want to merge.
      Bin Select the bin of the lot to which you want to merge.
      Sub-Lot Rule Select Merge.
      Lot No. Select the lot number to which you want to merge.

      The lot can be the parent lot or another sub-lot.
      Package No. If applicable, select the package number to which you want to merge.
      Reason Code Select why you are merging the lot.
      Include Existing Restrictions Turn the toggle on to merge the restrictions of both lots.

      If the lots have different restrictions, you will be asked if you want to continue.

    4. Select OK.

    The new sub-lot will be added to the restriction worksheet lines.

View sub-lot information

You can view a sub-lot's parent lot number.

  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.

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

  4. Select Related > Line > Show Lot Information.

    The Lot No. Information Card page opens, which shows the Parent Lot No. field.

    You also have the option of choosing Related > Line > Show Package Information or Related > Line > Show Serial Information