Item Info Lot Attributes

The number of fields, the fields names, and sort order is based on the item info template assigned to the item. The item info lot attributes will default in based on the Lot Info standards assigned to the item from the "from" lot on inventory transfers and planned transfers. When entering the lot info for a lot, options will appear to:

• C – Change. Change the item's default item info lot attributes or previously entered attributes
• B – Blank. Leave the item info lot attributes blank.
• L – Last used. If there is more than one line item on the transaction, default the last item info lot attributes entered on the transaction on this line item. (Cannot be used for the first line.)
• N – No changes. Accept the item's default item info lot attributes.

The system default is N = No Changes. It will change to C = Change if a the lot number is missing for a lotted Item, a COOL Identify is missing on a Strict Item, or one of the Trace source product lot attributes is missing.

Note: The item info lot attributes will appear based on the Item Info template assigned to the item in Item.

The lot info entry box will appear with the following fields:

• Lot Number – If the item is lotted enter the lot number or confirm the default lot number if the Lot Numbers Default field is set to Y (Y=yes) in Inventory Options.
• Enter the date the lot was opened if the item is lotted. The system will default with the Purchase Order Expected or Arrival Date, the Work Order Close Date, or the Planned Transfer Expected Date. All other inventory transactions will default in the date as today's date.
• If the item is set to COOL loose or strict but is not defined, enter the COOL identify for the item. The COOL Identity will default from the lot(s) selected in Transfers, Planned Transfers and Work Orders. The COOL Identify will default from the item default in Purchase Orders, Receiving Purchase orders and Purchasing.
• Enter the remaining item info lot attributes as defined by the item info type assigned to the item. These may include Text 1- 6 and date 1-2 and will be identified using the Item Info Attribute name and sorted based on the sort order of the item info template. The item info lot attributes will default based on the lot(s) selected in Transfers, Planned Transfers and Work Orders. The item info lot attributes will default from the item default from the Item Info standard fro the item or the last used item line in Purchase Orders, receiving Purchase orders and Purchasing.
• If Trace reporting is activated in Interface Options, the Trace source product attributes needed for the item based on the item info template system default Trace Source Product Attributes or Vendor Trace Overrides can be entered in Purchasing, Purchase Orders, and Receiving Purchase Orders.
  • The Trace source product attributes will be identified with the Trace attribute name and the word "TRACE" on the right hand side.
    • If the " Prevent or Warn Trace" option in Interface Options is set to P = Prevent, the required Trace source product attributes will be displayed in RED and the following message will appear if an attribute is left blank " Trace required field must be provided !!! Space Bar to Continue" Press the space bar. Enter the required information for the source product attribute. The PO cannot be updated without the required information.
    • If the " Prevent or Warn Trace" option in Interface Options is set to W = Warn, the required Trace source product attributes will be displayed in RED and the following message will appear if an attribute is left blank " Trace required field should not be left blank !!! Space Bar to Continue" Press the space bar. Enter the required information for the source product attribute or leave it blank it not known. The PO can be updated without the required information.
    • If the " Prevent or Warn Trace" option in Interface Options is set to N= Not Using, the required Trace source product attributes will be displayed and can be left blank without any warnings. The PO can be updated without the required information.

The Trace source product attributes from the source lot will automatically default onto the new lot in Transfers, Planned Transfers, and Work Orders. See Trace Overview for more information on Trace reporting.

The lot item info attributes except for lot number can be changed in Purchase Orders, Receiving Purchase Orders , on Open Planned Transfers, Work Orders or Lot Info .

The Trace source product attributes can be only changed in Receiving Purchase Orders. They cannot be changed once the Purchase Order is completed in Complete Purchase Orders.