View Lot Details Screen

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Revision as of 15:38, 17 November 2009 by Claudefeistel2 (talk | contribs)
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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:


"To View Lot Details" -- 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.

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.

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.