Difference between revisions of "View Lot Details Screen"

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m (Protected "View Lot Details Screen": Sysop page [edit=sysop:move=sysop])
 
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This screen allows you to view the lot details, and is divided into the following sections:
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This screen allows you to view specific information about a particular lot (or batch of a product from a supplier), and is divided into the following sections:
  
 
__TOC__
 
__TOC__
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'''"To View Lot Details"''' --  to access this screen you can proceed as follows from the Main Navigation screen:
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* Click: Warehouse Icon > Inventory Tab > [Manage Lots] button
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* The "Manage Lots" screen opens displaying two items:
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  **  The "Find Lots" search box, and
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  **  The "Lots" table which lists the Lots found in the search.
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* To search enter one of these:
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  ** '''Lot ID''' - Enter the internal ID of the lot.
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  ** '''Supplier''' - This is the supplier of the inventory item relevant to the lot. 
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      You may enter the supplier ID manually, or search for it using the [[lookup widget]].
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  ** If you leave the form blank and click [Find] the list will include all lots.
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* Click: [Find] button -- the "Lots" table opens listing any lots that match the criteria
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      you entered. 
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* Data provided in the table for each Lot line item includes:
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  **  Lot ID -- ID you used when creating this Lot entry
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  **  Supplier -- your supplier of the Lot
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  **  Created Date -- date you used in creating the Lot entry
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  **  Expire Date -- date you used for expiration of the Lot materials
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  **  Comments -- available space for comments or other documentation of this Lot
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* Click: Lot ID entry -- to open the [[View Lot Details Screen]] where you can
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    view and edit the lot.
  
 
==Lot Details==
 
==Lot Details==
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This section displays general information about the lot, including the following details:
 
This section displays general information about the lot, including the following details:
  
* '''Lot ID''' - This is the internal lot ID.     
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* '''Lot ID''' - This is the internal lot ID in the system.     
* '''Created Date''' - This is the date and time the lot was created.
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* '''Created Date''' - This is the date and time the lot was created in the system.
* '''Supplier''' -  This is the name of the supplier of the product relevant to the lot.
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* '''Supplier''' -  This is the name of the supplier of the product in the lot.
* '''Expire Date''' - This is the date and time the lot is no longer valid, if applicable.
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* '''Expire Date''' - This is the date and time the product in the lot will expire, if applicable.
* '''Quantity''' - This is the quantity of items available in the lot.   
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* '''Quantity''' - This is the number of units of the product in the lot.   
 
* '''Comments''' - Any comments relevant to the lot will be displayed here.
 
* '''Comments''' - Any comments relevant to the lot will be displayed here.
  
Clicking the [Edit] button will take you to the [[Edit Lot Screen]].  Clicking the [Create New] button will take you to the [[Create New Lot Screen]].
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*  Click: [Edit] button -- to open the [[Edit Lot Screen]].   
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*  Click: [Create New] button -- to open the [[Create New Lot Screen]].
  
 
==Inventory Items==
 
==Inventory Items==
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This section displays general information about the inventory items in the lot, including the following details:
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* '''Inventory Item Id''' - This is the internal inventory ID for the product.  Clicking on the inventory item ID will take you to the [[Edit Inventory Item Screen]].
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* '''Location''' - This is the internal location ID for the lot in your warehouse. Clicking the location ID will take you to the [[Find Inventory Item Screen]]. 
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* '''Product ID''' - This is the internal product ID for the product in the lot.  Clicking the product ID will take you to the [[Find Inventory Item Screen]].
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* '''Internal Name''' - This is a name you have assigned to the inventory item. 
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* '''Serial Number''' - This is the serial number (if serialized) for the product in the lot. 
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* '''Lot ID''' - This is the internal ID for the lot that the inventory item belongs to. 
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* '''Date Received''' - This is the date and time the inventory item was received. 
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* '''Expire Date''' - This is the date and time the inventory item expires (if applicable). 
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* '''Status''' - This is the current status of the inventory items (for example, "On Hold" or "Shipped"). 
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* '''ATP/QOH''' - This is the quantity of the inventory items available to promise and the quantity on hand.
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Clicking the [View All Inventory Items] button will take you to the [[Find Inventory Item Screen]] where you can search for all items in your inventory.

Latest revision as of 15:41, 17 November 2009

This screen allows you to view specific information about a particular lot (or batch of a product from a supplier), and is divided into the following sections:


"To View Lot Details" -- to access this screen you can proceed as follows from the Main Navigation screen:

* Click: Warehouse Icon > Inventory Tab > [Manage Lots] button
* The "Manage Lots" screen opens displaying two items:
  **  The "Find Lots" search box, and 
  **  The "Lots" table which lists the Lots found in the search.
* To search enter one of these:
  ** Lot ID - Enter the internal ID of the lot.
  ** Supplier - This is the supplier of the inventory item relevant to the lot.  
     You may enter the supplier ID manually, or search for it using the lookup widget.
  ** If you leave the form blank and click [Find] the list will include all lots.
* Click: [Find] button -- the "Lots" table opens listing any lots that match the criteria 
     you entered.  
* Data provided in the table for each Lot line item includes:
  **  Lot ID -- ID you used when creating this Lot entry
  **  Supplier -- your supplier of the Lot
  **  Created Date -- date you used in creating the Lot entry
  **  Expire Date -- date you used for expiration of the Lot materials
  **  Comments -- available space for comments or other documentation of this Lot
* Click: Lot ID entry -- to open the View Lot Details Screen where you can 
    view and edit the lot.

Lot Details

This section displays general information about the lot, including the following details:

  • Lot ID - This is the internal lot ID in the system.
  • Created Date - This is the date and time the lot was created in the system.
  • Supplier - This is the name of the supplier of the product in the lot.
  • Expire Date - This is the date and time the product in the lot will expire, if applicable.
  • Quantity - This is the number of units of the product in the lot.
  • Comments - Any comments relevant to the lot will be displayed here.
*  Click: [Edit] button -- to open the Edit Lot Screen.  
*  Click: [Create New] button -- to open the Create New Lot Screen.

Inventory Items

This section displays general information about the inventory items in the lot, including the following details:

  • Inventory Item Id - This is the internal inventory ID for the product. Clicking on the inventory item ID will take you to the Edit Inventory Item Screen.
  • Location - This is the internal location ID for the lot in your warehouse. Clicking the location ID will take you to the Find Inventory Item Screen.
  • Product ID - This is the internal product ID for the product in the lot. Clicking the product ID will take you to the Find Inventory Item Screen.
  • Internal Name - This is a name you have assigned to the inventory item.
  • Serial Number - This is the serial number (if serialized) for the product in the lot.
  • Lot ID - This is the internal ID for the lot that the inventory item belongs to.
  • Date Received - This is the date and time the inventory item was received.
  • Expire Date - This is the date and time the inventory item expires (if applicable).
  • Status - This is the current status of the inventory items (for example, "On Hold" or "Shipped").
  • ATP/QOH - This is the quantity of the inventory items available to promise and the quantity on hand.

Clicking the [View All Inventory Items] button will take you to the Find Inventory Item Screen where you can search for all items in your inventory.