| Table of Contents | ||
|---|---|---|
|
...
Note: The Units and Weight values must both be positive and cannot be zero.
Note: The Production Batch and the Warehouse Lot information doesn't need to be manually entered, if Allocate Item feature is used. The Warehouse Lot field is only required when the site is Warehouse Lot tracked.
Allocating line itemsFinding Lots
To allocate items to the inventory transaction, click the Allocate Item Find Lots grid toolbar icon. This will open the Allocation Find Inventory Lots window with the following header fields:
...
Allocate From: The site used for allocation.
...
This defaults to the site selected on the transaction record and the
...
field cannot be edited.
...
Once the user has selected the appropriate values for the header fields, the grid will display the eligible lots. Transaction Lines: Displays how many lots have been allocated for this transaction.
The find lots window displays all products and lots for the selected site. The Search toolbar can be used to search lots. The lots can be searched by:
- Item ID
- Item Description
- Production Batch ID
- Warehouse Lot
Lots can be also searched by multiple search criteria like ‘Item ID & Production Batch ID’ or ‘Item Description & Production Batch ID & Warehouse Lot’. The search can be executed by hitting enter key or clicking the search icon and the search results are displayed in the grid below.
The grid default view includes the following columns:
- SiteItem ID
- On Hand Units
- On Hand Weight
- Avail. Available UnitsAvail.
- Available Weight
- Units (editable)
- Units UOM
- Weight (editable)
- Weight UOM
- ProducedProduced Date
- Production Batch
- Warehouse Lot
- Item Description
- Received Date
...
- Certificates
To view what each rid field is responsible for, click here. allocate the units on the transaction, enter the appropriate quantity of units and/or weight to the Units / Weight fields. Allocation can be done using Units and/or Weight depending on the item configuration. Items that are managed by units only, have only the Units field editable. Items that are managed by Weight only, have only the Weight field editable. If the item is set to variable weight, both Units and Weight fields can be edited. Items that are not variable weight will automatically update Units or Weight column when a value has been entered to one of the fields.
Once allocations are complete, click the Save toolbar icon and close the Allocate Item window or simply click Save & ClosedClose. The Production Batch and the Warehouse Lot (if the site is lot tracked) are now populated based on the allocations.Note: The Warehouse Lot field is only required for Warehouse Lot tracked sitesinformation entered on the Find Lots window.
The Available Units of the Lot Balance is updated when the Allocation has been completed and the Record is Saved. Once the Record is Posted, the On-Hand Units of the Lot Balance is updated.
...