Units in Warehousing

An item’s effectivity unit in inventory indicates the unit effective (end) item in which the item will be used. For example, if the item’s unit is 15, the item will be used in a configuration of an item or end item with effectivity unit 15. The lot number is used to store unit information: the inventory is stored at lot level, and in the lot, the unit is recorded. As a result, you can only use effectivity units in inventory if an item is lot controlled. If the item is not lot controlled, the item is stored with unit 0 (zero) in inventory, even if a demand exists for a specific effectivity unit.

For items that are not lot controlled, unit information in planned supply is not required by Infor LN Enterprise Planning. If these items are stored in inventory, the unit information is lost. To prevent planned supply for items that are not lot controlled, you can only select the Unit Effective Supply check box in the Items (tcibd0501m000) details session if the Lot Controlled check box is also selected.

Units in planned inventory transactions

The planned orders that Infor LN Enterprise Planning generates are transferred to production orders and purchase orders. The unit information is also transferred. You can view the orders’ units in the planned inventory transactions:

The demand in the planned inventory transactions (PIT) of the drive pulley contains unit information. If a requirement exists for a specific unit of a lot controlled item, the unit is stored in the corresponding lines in the PIT. If the planned production order for the conveyor is transferred to a production order, units specify the estimated materials. As a result, the requirements of the drive pulley contain unit information, which is recorded on the corresponding PIT lines of that lot-controlled item. The supply in the PIT is based on the drive pulley’s production order. The units do not specify the production order because the Unit Effective Supply check box is not selected for the drive pulley. The corresponding PIT lines do not contain unit information.

As a result, lot controlled items for which the Unit Effective End Item check box in the Items (tcibd0501m000) details session is cleared can have demand lines in the PIT that contain unit information, whereas the supply lines in the PIT are not by unit.

This only works if the demand line’s unit is interchangeable with the unit of the supply line, which is unit 0 (zero). Therefore, the Effectivity Units are Interchangeable check box in the Items (tcibd0501m000) details session is selected if the Unit Effective Supply check box is cleared.

Units in inventory

If you store an item in inventory, you can link the effectivity unit of the configuration of the item or end item in which you want to use the item. As a result, you can see for which units the inventory must be used. In the example, you can view the inventory of the item belt standard at unit level.

Note that you can link an effectivity unit to an item that is not unit effective itself. In the example, the units linked to the belt standard in inventory refer to the conveyor, the unit effective end item. The belt itself is not a unit effective item for which units are defined.

The lot number is used to store unit information: the inventory is stored at lot level, and in the lot, the unit number is recorded. In this way, LN can display the inventory at unit level. As a result, you can only store inventory at unit level if the item is lot controlled. If the item is not lot controlled, the item is stored with unit 0 (zero) although the demand is for a specific unit.

In the example, the drive pulley, the bolt, and the wheel are not lot controlled. As a result, specific units are not recorded in inventory for those items.

A production order for the conveyor issues a specific unit of the drive pulley. Since no unit is supplied from inventory, LN just supplies unit 0 (zero). LN checks whether the item is lot controlled. If that is the case, the outbound lines for the drive pulley in Warehousing have unit 0 (zero).

Inbound of units

If an item is lot controlled, you can receive the item at unit level. During the receipt, the unit is entered. You cannot enter the unit for items that are not lot controlled, because the stock of those items cannot contain units.

In the example, you will release purchase order WG2000003. The inbound lines of this order contain the unit information. After you release the purchase order, you can receive the belt standard that was ordered by the purchase order.

On the Receipt Line tab of the warehouse receipt, LN displays the unit. To display the warehouse receipt line details, start the Warehouse Receipt (whinh3512m000) session and double-click a receipt line.

On the Item, Location tab, you enter the lot number. To generate the lot number, click Generate Lot.

The other purchase line is received in the same way.

After both lines are received, you can view the unit information in inventory.

Outbound of units

You can also carry out the Outbound Procedure at effectivity unit level.

A production order, or another order type, for example, a sales order can request a unit. If no unit is requested, the outbound is carried out for unit 0 (zero). If you request a unit but the relevant item is not lot controlled, no unit information is stored at the outbound line, because no units are stored in inventory. The outbound procedure can only be carried out for a specific unit, if the item is lot controlled.

In the example, a production order was created for unit 9595 and 9596. The unit is filled in the outbound lines of the lot-controlled components. In the outbound lines of the component that is not lot controlled, no unit is filled.

The belt standard, the drive pulley, and the motor are lot controlled. Therefore, the supply lines in the PIT contain unit information. Consequently, the unit information is also stored on the outbound lines. For every unit, a separate outbound line is generated. The tail pulley is not lot controlled so units do not determine the outbound for this item. Therefore, only one line, with quantity 2, is generated for the item. An outbound line of the belt standard contains the unit. The outbound line of the tail pulley does not contain a specific unit: unit 0 (zero) means "no unit."

If you release the outbound advice for the belt standard, the outbound advice contains the unit.

During the remainder of the issue procedure, you do not need to fill the unit manually.