Create and Split Lots in the Purchasing Flow
This instruction explains how to create and split lots in the purchasing flow.
Outcome
A lot number or an item with a serial number is created during goods receiving for purchased items.
A received quantity is split into the created lots.
This process is used to handle lots and serial numbers in the purchasing flow.
An item with a lot number is stored in the MILOMA file. Transaction history about a lot is stored in the MITTRA table.
Before you start
- The conditions in Lot/Serial Number Settings must be fulfilled.
- A purchase order containing items that are lot handled is created.
Follow These Steps
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Open 'Purchase Order. Receive' (PPS300) and fill in the Item and Line fields. Open the (PPS300/E) panel.
A lot number is either created automatically or has to be created manually on the (MMS300/E) panel. This depends on the following settings:
The 'Lot numbering method' field on the 'Item. Open' (MMS001/E) panel
The 080 parameter on the 'Goods Receiving Method. Open' (PPS345/E) panel.
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Fill in the Quantity and Location fields if there is only one lot or serial number connected to the received item. The goods receiving for this order line is finished.
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To use serial number handling or lot splitting, start 'Purchase Order. Create Item Lots' (PPS315) by pressing F17 on the (PPS300/E) panel.
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On the (PPS315/B) panel, fill in the 'No. of lots' and 'Manufacturing date' fields (important for calculating expiration date) and press Enter. The same number of lines as there are lots will be opened.
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If the lot number method on the (MMS001/E) panel is set to 1=Manually entered, then enter the lots/serial numbers and information about the lots and serial numbers here. Otherwise, the lot numbers are created and displayed automatically.
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Confirm the updates by pressing F14 on the (PPS315/B) panel. Press F3 if you get a warning Creation of lots performed -continue? The (PPS300/E) panel is redisplayed.
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To update the quantities for the created lots or serial numbers, press F14 on the (PPS300/E) panel. This starts 'Purchase Order. Split Lines' (PPS302/B).
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Split the received transaction quantity into the created lots. The sum of the split quantities must equal the transaction quantity.
Note: If the item is serialized, then only one balance identity for each lot/serial number is allowed. -
Confirm by pressing F14. The goods are received and separated into lots. The (PPS300/B) panel is displayed.