Table of Contents

Create a Lot Algorithm

To calculate a lot number, you must define the different components that make up the number. This is done by creating lines within the lot algorithm

Note

When the Lot Algorithms page has no records, you will be asked if you want to create some sample lot algorithms. Select Yes to create the sample records. Once lot algorithms are created, the notification will no longer appear.

  1. Choose the icon, enter Lot Algorithms, and then choose the related link.

  2. On the Lot Algorithms page, select New.

  3. On the Lot Algorithm page, in the General FastTab, populate the following fields:

    Field Description
    No. Enter a number to identify the lot algorithm or let the system assign a number based on the numbering series selected on the Lot Algorithm Setup page.
    Description Enter a description that explains the lot algorithm.

  4. In the Components table, populate the following fields:

    Field Description
    Type

    Select the type of component.

    Some components require specific data, and therefore are unique to certain transactions. For example, the WORKCENTERNO and WORKSHIFTCODE components can only be used for production output transactions.

    If EXPDATE or PRODDATE are selected, users will be prompted to enter these dates when generating the lot number. If the Inventory Freshness app is installed, the production date will be automatically populated based on the value in the Default Output Production Date field on the Item Tracking Code page.

    The PRODBATCHNO component can only be used if the Production Batching app is installed. See Add the Production Batch Number to a Lot Algorithm for more information.

    Alternate values can be defined for the following components: ITEMNO, LOCATIONCODE, WORKCENTERNO and WORKSHIFTCODE. See Define Alternate Lot Algorithm Values and Define Lot Algorithm Reference Values for more information.
    Value

    If CONSTANT was selected in the Type field, enter the value that will always appear in the lot number.

    If NOSERIES was selected, select the number series.
    Date Format

    If you selected a component with a Date data type, select the format for the date.

    You can use multiple algorithm lines for the same date value if you need to combine formats. For example, to create the DDDYY format, add two component lines for the same date value, one with a format of DDD and the other a format of YY.
    Counter Format If COUNTER was selected in the Type field, select the number of digits in the counter.

    If the numeric value is less than the length of the format you have selected, the value will be padded on the left with zeroes (0) until it meets the length requirement.

    When the value of the counter exceeds the maximum based on the selected numeric format, the counter will be reset. For example, if you choose the 0001 format, once the counter hits 9999 it will be reset back to 0001. The exception to this is the 1 format. When this format is used, the counter will never reset.

    The Lot No. Preview field shows a preview of the calculated lot number with the selected components. The preview cannot take into account alternate values or reference values.