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Eliminates the picking of the wrong products, whether you are picking them to be packed
for shipping or for use in another Finished Good item.
Provides reporting ability on your inventory and status by lot number.
Provides cost information by lots to be used for selling or assessing your inventory
2 Lot Attributes
Lot Attributes
In EBS you can create and maintain lots along with its attributes. Following is the list of standard
attributes which can be captured –
2.1 Grade
Grade of an item identifies its specific composition to the business. Grade is used to identify and
manage at a lot level. From inventory receipts and quality analysis, through production usage and
finished goods management grade can have an influence on that specific inventory usage. Grade,
recorded through quality analysis, is used significantly in finished goods pricing and allocation
logic in Order Management.
cannot be reserved for a date beyond the expiration date. However there is a hook
which the customers can use in case if they want to reserve the lot beyond the lot
expiration date.
can be transacted and is included in on-hand quantities
is included in all inquiries and reports, including inventory valuation reports
is included in a cycle count and count entry and adjustments are allowed
is included in a physical inventory and tag entry and adjustments are allowed
Lot attributes may get updated when inventory transactions are done for a lot controlled item.
This section tries to capture the impact of various inventory transactions on the lot attributes
based on the item set up defined in the system.
A user can create a new lot using the Item Lots form. When a lot is created, its origination date is
defaulted as sysdate. User can also enter a past date as origination date. The expiration date is
calculated by the system if the item is shelf life controlled. If the expiration date is user defined,
then user can enter an expiration date. Similarly all other date related attributes are calculated by
the system as explained in the Lot Attributes section based on the origination date of the lot. If the
origination date is null, then all other date related attributes will also be null. Origination date of a
lot is updateable and in case if the user updates the origination date, then all other date related
attributes will also be recalculated.
Table below summarizes how lot attributes are created or updated based on various actions which
users can take when a lot is created/updated using the Item Lots form –
Impact on Attributes
During a Miscellaneous transaction, the user can enter the lot either in the transaction line or in
the lots form on the desktop. If a new lot is entered on the transaction line, then the origination
date is defaulted as transaction date and other lot attributes are calculated based on the formulas
defined in the Lot Attributes section except for the user defined lot expiration date which is
mandatory and has to be entered by the user. If an existing lot is entered on the transaction line,
then existing values for all other date related lot attributes are defaulted.
Lots can also be entered via the Lots Entry form in Miscellaneous Transaction UI (Lot/Serial
button). If a new lot is entered, then the origination date is defaulted as the transaction date and
other date related attributes are calculated by the system. User can also enter a past date as the lot
origination date in which case other date related attributes are recalculated by the system. If an
existing lot is entered, then the date attributes are populated with existing attribute values and
cannot be updated. One can also perform the Miscellaneous Transaction on Mobile (MSCA).
However the behavior would still remain the same based on whether it’s an existing lot or a new
lot.
The table below summarizes the impact on the lot attributes when the material is received into a
new or an existing lot using the Miscellaneous Receipt form –
Impact on Attributes
The table below summarizes the impact on the lot attributes when material is received into a new
or existing lot using the Lot Entry form –
User Action --> Enter Lot Nullable Change Select Existing Updatable
Origination Lot
Date
Impact on
Attributes
User Action --> Enter Lot Nullable Change Select Existing Updatable
Origination Lot
Date
Impact on
Attributes
When performing an assembly completion for a lot controlled item, user can either create a new
lot or choose to complete the assembly in an existing lot. If an existing lot is selected, then the
existing values for all the date related lot attributes are defaulted and the user is not allowed to
update them. User can also choose to create a new lot in which case the origination date is
defaulted as transaction date (WIP Completion Date). All other date related attributes are
calculated by the system as explained in the Lot Attributes section based on the origination date
of the lot, except for user defined expiration date which has to be entered manually. If the
origination date is changed, then the date related lot attributes are recalculated by the system.
The table below summarizes the impact on the lot attributes when material is received into a new
or existing lot during WIP completion transaction –
WIP Completion
New Lot Existing Lot
User Action --> Enter Lot Nullable Change Select Existing Updatable
Origination Lot
Date
Impact on
Attributes
The table below summarizes the lot attributes behavior when a new lot is created using the Create
Inv Lot procedure –
Impact on
Attributes
Expiration Date Value Passed and No, Errors out if Value Passed
(User Defined) is Required null
Impact on Attributes
Expiration Date (Shelf Value Passed else existing date retained Yes
Life)
Expiration Date (User Value Passed else existing date retained No, Errors
Defined) (required) out if null
Expiration Action Date Value Passed else existing date retained Yes
Pending Lots
New Lot Existing Lot
Impact on Attributes
User Action --> Enter Lot Nullable Change Select Existing Updatable
Origination Lot
Date
Impact on
Attributes
No
Expiration Calculated Yes Recalculated Populated and
Action Date non editable
No
Retest Date Calculated Yes Recalculated Populated and
non editable
In EBS Release 12.2 we introduced Global Lot Attributes functionality which allows you to
define the lots as Global through a site level profile option. Global lots will have the same
attribute values across organizations i.e. any change on the lot attributes is universal and would
apply to all the organizations where the lot exists. This section captures the lot attributes behavior
when lots are enabled as Global.
If you enable the lot attributes as global and perform inventory transactions like Receiving, WIP
Completion, Inter Organization Transfer etc. and the lot already exists in the system, then the lot
attributes will inherit the existing attributes values and they cannot be updated.
If the lot attributes are enabled as Global and the lot created during the inventory transaction is a
new lot, then the origination date is defaulted as transaction date or the date entered by the user
and all other date related lot attributes are calculated by the system.
The table below summarizes how the lot attributes are defaulted, copied or calculated based on
whether the lot is new or if it already exists and Global Lot Attributes are enabled –
Impact on
Attributes
Copy Copy Copy Copy
Grade
Copy Copy Copy Copy
Origination Date
Copy Copy Copy Copy
Expiration Date
(Shelf Life)
Copy Copy Copy Copy
Expiration Date
(User Defined)
Copy Copy Copy Copy
Maturity Date
Copy Copy Copy Copy
Hold Date
Copy Copy Copy Copy
Retest Date
Copy Copy Copy Copy
Expiration
Action Date
Copy Copy Copy Copy
Expiration
Action Code
Impact on
Attributes
Maturity Date Txn Entry else Txn Entry else Txn Entry else
Calculated Calculated Calculated
Hold Date Txn Entry else Txn Entry else Txn Entry else
Calculated Calculated Calculated
Retest Date Txn Entry else Txn Entry else Txn Entry else
Calculated Calculated Calculated
Expiration Txn Entry else Txn Entry else Txn Entry else
Action Date Calculated Calculated Calculated
Expiration Txn Entry else Txn Entry else Txn Entry else
Action Code Calculated Calculated Calculated
If the lot attributes are not enabled as Global, then lot attributes can have different values across
different locations or organizations. The lot attribute values will be determined based on the fact
if the lot created is a new lot or an existing lot.
attributes are populated based on the data entered by the user or calculated by the system as
explained in the Lot Attributes section.
The material may also be moved from one organization to another and the lot may not exist in the
destination organization. If it is a direct inter organization transfer or a transfer using Internal
Sales Order with Direct Receipt in the destination organization, then the lot attributes will be
copied from the source organization.
If the Transfer type is Intransit for inter org transfer or receipt routing is not ‘Direct’ for an
Internal Sales Order, then the lot attributes are copied from the source organization. However the
users can update the lot attributes while receiving.
The table below summarizes how lot attributes are calculated/copied or defaulted when global lot
attributes are not enabled and lot created is a new lot –
Impact on
Attributes
Grade Txn Entry/ Txn Entry/ Txn Entry/ Copy Copy/Txn Entry
Default Default Default
Origination Txn Entry Txn Entry Txn Entry Copy Copy/Txn Entry
Date
Expiration Txn Entry Txn Entry Txn Entry Copy Copy/Txn Entry
Date (User
Defined)
Maturity Txn Entry / Txn Entry / Txn Entry / Copy Copy/Txn Entry
Date Calculated Calculated Calculated
Hold Date Txn Entry / Txn Entry / Txn Entry / Copy Copy/Txn Entry
Calculated Calculated Calculated
Retest Date Txn Entry / Txn Entry / Txn Entry / Copy Copy/Txn Entry
Calculated Calculated Calculated
Expiration Txn Entry / Txn Entry / Txn Entry / Copy Copy/Txn Entry
Action Date Calculated Calculated Calculated
Expiration Txn Entry Txn Entry Txn Entry Copy Copy/Txn Entry
Action Code
Impact on
Attributes
Material Status control restricts the movement and usage of portions of on-hand inventory. You
can determine whether products with a particular status can be reserved, included in available to
promise calculations, or netted in production planning. Material status can be assigned at five
levels: Subinventory, Locator, Lot, Serial and On-Hand (LPN). You can specify which levels a
given status is applicable to. The material status is also used to dictate which transactions are
allowed when a material has the specified status assigned to it.
No – will disallow a material transfer if it would result in co-mingling the same material
(i.e. the same lot) in the same locator with different statuses.
Yes – will allow a material transfer by updating the material status with the status of the
material in the destination locator
With Exception - will allow the transfer of material only if there is no onhand balance of
that material in the destination location and will use the current status of the material in
the source locator. If there is an onhand balance in the destination location with a
different status, the transfer will be prevented.
When global lot attributes are not enabled and inventory transactions like PO/Miscellaneous
Receipts or WIP Completion are performed and the lot does not exist then the lot status will be
defaulted based on the set up and defaulting order (as explained above).
When material is moved from one organization to another via Inter org transfer or Internal Sales
Order (Both for direct transfers as well as intransit) and the lot does not exist in the destination
organization, then the lot status is defaulted from the Receiving organization parameters when
Allow Different Material Status parameter is set to Yes. If this parameter is set to No or With
Exception, then the lot status is copied from the source organization.
Below table summarizes the impact on Material Status when a new lot is created or moved to
another organization –
Allow Different
Material Status
Allow Different
Material Status
When global lot attributes are not enabled and inventory transactions like PO/Miscellaneous
Receipts or WIP Completion are performed and the lot exists but with some on hand, then the
existing status of the lot will be retained.
When the material is moved from one organization to another via Inter org transfer or Internal
Sales Order (Both for direct transfers as well as intransit) and the lot does exist in the destination
organization but with some on hand, then the existing lot status is retained in the Receiving
organization when Allow Different Material Status parameter is set to Yes. If this parameter is set
to No or With Exception and the existing status of the lot in the destination organization is
different than the transfer transaction is not allowed.
Below table summarizes the impact on Material Status when inventory transactions are performed
for a lot which exists with some on hand –
Allow Different
Material Status
Conclusion
Managing lot and its attributes is one of the most important aspects of the supply chain and is
lifeline of certain industries like Pharma, Food etc. Therefore it is important that the system
accurately manages the lot information and impact of various inventory transactions on the lot
attributes. This white paper attempts to capture the behavior and changes in the lot and its
attributes based on various inventory transactions done in the system.
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