Using Lot Controlled Items Report

Setting up the report:

1. At the Single Item (Y/N) field, specify whether the report is for a single item (Y=yes) or multiple items (N).

2. At the Item Code field

• If you answered Y(Y=yes) at the Single Item (Y/N) field, enter the item group and select the desired item from the Select An Item window.

If you are uncertain of the item code, see Navigating Net Yield - Selecting an Item Code.

• If you answered N (N=no) at the Single Item (Y/N) field enter the item maskA mask is used to conduct a wild card search. Visually a mask is represented by a series of forward slash marks (///), sometimes with a letter, letters, or number(s) preceding it (1/// or AB///). For example, if you enter ////////, this indicates that you want to list all items defined in the system. If you enter in 1//1//1/, this indicates that you want the system to list items that have the digit "1" in those locations. for the report.

Note: If the selected item group contains only one item, that item will automatically default into the item field.

3. Specify whether the report should include lot text holds.

• If Y (Y=yes) is selected, the system will include any item in which lots have an "H" as the beginning letter of the item info text field 6, which puts the lot on hold.

4. A Select A Location window will display with a list of all locations defined in the system. Select one, several, or all locations. Select EXIT to continue.

5. A Select An Output Type window appears. This window will help define the scope of the report by tagging specific output types.

• EXIT – Select EXIT and the following message will display: "No report groups selected!!! Space bar to continue." Press the space bar to continue.
• ALL – Select ALL to view everything associated with the item.
• Purchase Orders – Select Purchase Orders to include all open purchase orders for the items selected.
• Inventory Lots – Select Inventory Lots to include lot detail for the selected location(s) for the items selected.
• Open Sales Orders – Select Open Sales Orders to include all open sales orders, for the items selected, that do not have lots assigned.
• Committed Orders\Transfers – Select Committed Orders\Transfers to include sales orders and planned transfers for the items selected with the lot commitment detail.

6. An F10 selection window will display data based on the selection made in the previous step.

The following fields are displayed:

• GRP – The item code
• Item Name – The item name
• On Hand – The total current on-hand balance
• Commit – The total committed quantity for the item, based on the sales orders, planned transfers, and work orders that have lots assigned
• Avail The available balance for the item based on the on-hand balance minus the committed quantity
• UN – The stocking unit of measure.

Tag the item(s) to be viewed or select PRINT ALL to print a Lot Controlled Items report for all items. See Printing a Lot Controlled Items Report for more information. Only one item at a time should be tagged in order to proceed to the viewing page. Press F10 to confirm your selection and exit the window.

The following information about the item selected will be displayed in four sections, based on the output types selected.

Open purchase orders – Lists all open purchase orders in detail

Lots – Lists all lots by location and lot number in detail

Open sales orders – Lists all open sales orders in detail

Committed sales orders and planned transfers – Listed in detail

• Reference – A two digit code indicates a location ID followed by the lot number
  • PO – PO in this field indicates a purchase order and the purchase order number
  • OR – OR in this field indicates a sales order and the sales order number
  • TF – TF in this field indicates a planned transfer and planned transfer reference number
• Date – The transaction date or date the lot was first inducted
• Balance – The purchased quantity for an open purchase order (PO), the on-hand balance for the particular location and lot, the ordered quantity for open and committed sales orders (OR), and planned transfers (TF)
• Commit – The committed balance against the open purchase order, location and lot, and committed sales orders and planned transfers
• Available – The available balance or non-committed quantity for the open purchase order or location and lot. The available quantity equals the on-hand balance minus the committed quantity.
• COOL -- The COOL identity for the lot .
• Totals -- on-hand balance, total committed balance, and total available balance for each item.

Follow the Available Actions link below for further information.

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