User directed lot swapping

When using user directed lot swapping, the pick is displayed and you can select the lot, LPN, or lot attribute that you want to swap for the pick and the swap is made within the system. When using user directed lot swapping by LPN, the swap cannot occur if multiple lots exist on the LPN and cannot use overallocation and lose ID.

For a facility to use user directed by lot functionality, you must enable the Lot field and make the field editable on the necessary picking screens.

To validate the lot attribute for the facility, you must use the User Directed by Lot Attribute. If you use user directed by LPN or by Lot, then the RF lot attribute is ignored during picking. If the RF lot attribute validation has less required fields than the lot attributes in inventory, then we assume the values on the RF lot attribute are the only important values and select a lot that matches only the values specified.

A system check verifies whether the pick location has enough inventory of the lot allocated. If sufficient inventory of the allocated lot exists, then a swap is not necessary and the pick is completed as allocated. If matching inventory exists,then these rules must also be validated before the swap can occur:

  • Allocation by lottables
  • Shelf life
  • Exclude last shipped expiration and manufacturing
  • Exclude returned lot
  • Allocation lot limit

If swapping with a lot allocated to another order, then both orders must pass the validations. If a lot cannot be found or fails the validations, then the swap cannot occur and an error message is displayed. If inventory is found, then the swap is completed by updating the pick details, task details, and inventory records. Inventory cannot be swapped from another location.

Pick details are split if enough inventory is not found for the swap: one for the quantity of the swapped inventory and another pick detail for the remaining quantity of the original lot.

Lot swapping cannot occur for shipment orders with hold allocations and pick details that are in-process.