Browse on Lots

You use this program to view details of existing lots.

New lots are added using the Lot Maintenance program and existing lots are maintained using the Lot Number Maintenance program.

Toolbar and menu

Field Description
Select

This uses the entry currently highlighted in the listview in the corresponding field of another program.

Add This lets you add a lot using the Lot Maintenance program.
Change This lets you maintain a lot or place a lot on hold using the Lot Number Maintenance program.
Notepad This lets you add notes using the Admin Notepad Editor (Rich Text) program.

Selection Criteria

Field Description
Refresh Lots This refreshes the data in the Lots listview.
Restore Defaults This restores the selected options to the default selection.
Selections

Indicate criteria according to which to display lots in the listview for the current run of the program.

This minimizes delays in loading the program by letting you narrow the search so that fewer results are returned.

Show archived lots Include archived lots.
Show zero quantities Include lots with zero quantity available.
Show free quantities Display only lots with a quantity available.

The quantity free is calculated as the quantity on hand less the quantity shipped less the quantity reserved.

You typically select this if you needed to reserve lots, since only lots available to reserve would then be displayed in the listview.

Exclude lots on hold Exclude lots placed on hold from the listview.
Sequence by This only applies in a SQL environment and enables you to sort the listview in one of the following of sequences:
  • Sock code, warehouse

  • Lot, stock code, warehouse

  • Stock code, warehouse, lot creation date

  • Stock code, warehouse, lot expiry date

Sort This lets you sort the lots by ascending or descending order.
Stock codes Specify a selective range of stock codes for which to display information in the Lot listview.
Lot numbers Specify a selective range of lot numbers for which to display information in the Lot listview.
Additional lots Specify a selective range of additional lot names for which to display information in the Lotlistview.
Warehouses Specify a selective range of warehouses for which to display information in the Lot listview.
Bins Specify a selective range of bins for which to display information in the Lot listview.
Expiry date Specify a selective range of expiry dates for which to display information in the Lot listview.
Transaction date Specify a selective range of transaction dates for which to display information in the Lot listview.

Lots

Column Description
Lot The lot number.
Stock code The stock code for the lot number.
Warehouse The warehouse in which the lot number occurs.
Bin

The specific bin to which the lot is allocated. This only applies if the Multiple bins in use option is enabled against the warehouse in which the lot is defined (Warehouses).

Date created The date on which the lot number was created.
Quantity reserved The WIP quantity reserved from the lot.

This value is taken from the LotDetail table (QtyReserved) which is used by both Jobs and Sales orders.

On hold This indicates whether the lot is on hold.

A lot is typically placed on hold to prevent any issues being made from the lot during processing in the Inventory Control, Work in Progress, Sales Orders or Accounts Receivable modules.

In transit For traceable items, the quantity in transit is displayed against the source warehouse until such time as it is received into the target warehouse. The reason is that the lot into which the item must be received in the target warehouse may not exist and may only be created at the time of receipt.
Revision

The revision number of the stock item to which the lot number is assigned (ECC-controlled items only).

Release

The release number of the stock item to which the lot number is assigned (ECC-controlled items only).

Expiry date The expiry date of the lot.
Last transaction The date on which the last transaction was performed against the lot.
Drawing number  
Archive file The name of the file in which the lot is archived.

Context-sensitive menu

Right-click on the lot transaction to display the following options in the context-sensitive menu:

View Transactions Use the Browse on Lot Transactions program to display the transactions for the currently highlighted lot.
View Reserved Allocations Use the Lot Traceability WIP Reservations program to display details of reserved lots for the allocation.
View Inspection Use the Inventory Goods in Inspection Query program to display inspection transactions for the currently highlighted lot.
View WIP Inspection Use the WIP Query program to display Work in Progress inspection transactions for the currently highlighted lot.

Notes and warnings

Restricted maintenance

  • You cannot maintain information displayed in this listview if access to the program is set to Browse only, but access to the corresponding maintenance program is not allowed.

eSignature considerations

Electronic Signatures provide security access, transaction logging and event triggering. This enables you to increase control over your system changes.

Access to the following eSignature transactions within this program can be restricted at Operator, Group, Role or Company level. You configure this using the eSignature Setup program.

eSignature Transaction Description
Lot number added

Controls access to the New Lot or Add functions in the Lot Maintenance, Browse on Lots and Lot Number Maintenance programs.

Lot number changed

Controls access to the maintenance of lots in the Browse on Lots and Lot Number Maintenance programs.