Reclassification of Balance Identity for a Catch Weight Item

This document describes the internal warehouse activities involved in reclassification for balance ID.

The balance identity (balance ID) is the inventory record, defined by warehouse, location, item, lot, and container.

If necessary, reference the document for an introduction to the functionality available to support the concept of catch weight.

Outcome

'Balance Identity. Reclassify' (MMS130):

Status changed on a balance ID level. Parts of a lot can be reclassified to a new status or a whole lot.
Status changed to '1-Under inspection', '2-Approved' or '3-Rejected'.
Multiple statuses exist on the same lot.
Reclassification to a new balance ID is performed.
New lot, container and item number is created.

Reclassify status on part of a lot or a whole lot.
Reclassify to new lot-number and item.
Enter new lot-number for total quantity on the balance ID.
Evaluate results in 'Balance Identity. Display' (MWS068) and 'Stock Transaction. Display History' (MWS070).

Two balance IDs for the same lot number exist on location 1 and 2. Both are in status '2-Approved'.
Open 'Balance Identity. Reclassify' (MMS130/A).
Select 'item', 'lot no', 'warehouse', 'location'.
Use Calculation Method 1 = 'Change status on location level' and press Enter.
E panel displayed. Change status to '3-rejected'.
Launch 'Balance Identity. Open Toolbox' (MWS068/B) where location 1 in status 2, and location 2 in status 3 is displayed. This set up allows multiple statuses per lot (in lot master).

Start (MMS130/A). Use Calculation Method 0='New item / New lot'. Press Enter.
E panel displayed where new lot-number for 2 units of the 3 should be entered.
On (MWS068/B), the quantity on the old lot has been reduced by 2 and the catch weight on the old lot has been reduced by 2/3.
A new balance ID with the new lot number is created. The quantity is equal to 2 and the catch weight is equal to 2/3*32 = 21,3333 kg.

Start (MMS130/A). Use Calculation Method 0='New item / New lot'. Press Enter.
On E panel specify new lot-number for total quantity on the balance ID = 2 units and for 21 kg.
The old lot-number is no longer found on (MWS068/B) and a new lot is created with 2 units and 21 kg.

Status can be changed on parts of a lot.
Where reclassification of full quantity results in a difference in catch weight, a CWA transaction is required to account for inventory loss or gain.
Where reclassification is performed only for part of the total quantity, the same ratio of the catch weight will be reclassified.