This recipe provides information for lot reclassification, lists prerequisites, and discusses how to:
- Reclassify items and lots
- Change a lot and any of the associated items. You can do this in the following ways:
- Change the item number, location, lot, and lot status
- Create a new lot from an existing lot
- Combine several lots into a single lot
- Split one lot into several lots
- Combine several lots and create several new lots
Before you complete the tasks in this recipe, you must:
- Verify that the general ledger accounts are set up in the F0901 table
- Verify that AAIs for distribution are set up
- Review uncommitted quantity information for the item and related lot that you are reclassifying, via Item Availability
- Set processing options for Item Reclassifications (P4116)
- From Inventory Management (G41) Menu | Daily Processing | Inventory Transaction, click on Reclassifications.
- Enter the lowest value of the range in the From Branch/Plant field that a given user is authorized to view and process data, it is used in conjunction with the business unit through code, which defines the highest value. If no record exists for a user and file, the user is completely authorized to the file. If the file name is blank for a given user, the business unit range applies to all users of the file.
- Enter an alphanumeric code in the To Branch/Plant field that identifies a separate entity within a business for which you want to track costs, for example, a business unit might be a warehouse location, job, project, work center, branch, or plant.
- Enter a code in the From/To field that indicates whether a line in a transaction is a From line or a To line. This field enables you to combine multiple existing products or locations into a single product or location.
- Enter a value in the Transaction Group Number field that identifies the lines that were grouped when the system performed multiple reclassification transactions.
- In the Related from Line Number field, enter the number of the line item from which this line inherits lot and quality data.
- Enter in the Lot Effective Date field date on which a lot becomes available. The system uses this date, for availability and commitment processing, to indicate that the lot is available on or after the date that you specify. You must complete this field when inventory first becomes an on-hand quantity for the lot. If you leave this field blank, the system calculates the effective date of the lot by using the value for effective days in the F4102 table, or the current date if the value for effective days is zero.
When you reclassify a lot, you create new item numbers and combine or split existing lots within locations. For example, property changes that occur over time in technical grade sulfuric acid can result in a less potent grade of acid. You can create a new lot for this acid by specifying a different potency and grade. Similarly, if you blend several lots of sulfuric acid together and dilute them with water, you can create a new lot with a new potency and grade. You can view detailed or summarized journal entries for these transactions on the Journal Entries and Item Ledger Inquiry forms. After you enter several reclassifications, you can group them together for processing. After you group transactions, the system assigns the same number to each transaction in the group, and processes all of the From and To lines with the same transac tion number. Depending on how you have set the processing options, the system validates that the From and To quantities balance. You cannot use the Reclassifications Transactions program to reclassify bulk inventory. Instead, use the Bulk Stock Movement program to reclassify bulk inventory. If you make an error when you reclassify an item or lot, you can correct the mistake by entering a reversing entry. Because the system keeps a record of each reclassification, for accounting purposes, you cannot delete the record. The system reverses the item with the same document number and for the same batch as the original reclassification. When reclassifying lots, you can manually override or enter an effective date. If you do not specify an effective date, the system automatically calculates the effective date by using the default values from th e manufacturing effective days and purchasing effective days fields established in the Item Branch File (F4102) table. To calculate the value in the Lot Effective Date field, the system determines the stocking type of the item being reclassified. The effective date is calculated based on stocking type. If the stocking type is P (Purchased), then the system use the Purchasing effective date. If the stocking type is M (manufactured), then the system uses the manufacturing effective days, and adds those days to the on-hand date to calculate the effective date.
The system calculates effective dates differently when you split, blend, and combine lots. When splitting a lot, you create multiple lots from a single parent lot. Each child lot inherits the effective date and lot creation date from the parent lot. If some properties of the lot have changed to necessitate a different effective date, you can override this date. When combining lots, child lots can inherit the on-hand date and the effective date. For example, when combining lots, you can specify whether child Lot 1 inherits information from original lot A or from lot B. When blending multiple lots into a single lot, you can specify whether the new lot inherits the on-hand date or the effective date.
You can also set up the processing options for the Item Reclassifications (P4116) program. The system will use the default document type "IT", for Item Reclassification. You can also set up the processing option for Assign Expiration Dates by specifying 1 if you want to use Shelf Life Days as Expiration Date, or can leave it blank if you want to enter the lot expiry date manually.