1 of 20 Lot Attributes & Pallet Numbers / DA w1 Last updated: Lot Attributes & Pallet Numbers

2 of 20 Lot Attributes & Pallet Numbers / DA w1 Last updated: Lot and Pallet Details Providing additional traceability when receiving goods into a warehouse

3 of 20 Lot Attributes & Pallet Numbers / DA w1 Last updated: This option has been modified as follows: Purchase Receipts has been modified to allow lot and pallet details to be entered The lot number you entered in the header information is displayed in this window – it is validated against the Lot Details file to ensure it is unique Note: You can re-use a lot number if multiple order lines on a receipt belong to the same lot, or if items in a single lot have been received in multiple deliveries These details can only be entered if the system key STLOTINFO is set to YES Receipts option - Purchase Order Processing

4 of 20 Lot Attributes & Pallet Numbers / DA w1 Last updated: Receipts option - Purchase Order Processing Accepting the lot number displays this window These lot details are product group dependent – the system key STLOTGROUP determines the product group and the Data Dictionary, used in conjunction with the Forms Editor, determines the layout of the window

5 of 20 Lot Attributes & Pallet Numbers / DA w1 Last updated: Receipts option - Purchase Order Processing Pallet details can then be entered - if just one pallet has been received enter the pallet number and quantity into this window Note: The pallet number can be entered using a bar code reader If several pallets have been received leave the field Pallet number blank and select F8 - Auto-generate to display this window Enter the number of pallets received and select CR - Accept

6 of 20 Lot Attributes & Pallet Numbers / DA w1 Last updated: Receipts option - Purchase Order Processing The quantity received will be split automatically over the number of pallets entered with the last pallet taking up the remaining quantity – the pallet numbers are generated from the new system keys STFORMPAL and STCHARPAL See the Examples section in the Technical Data A separate batch record will be generated for each pallet number entered – the batch details will all be the same with the exception of the pallet number and quantity in the batch

7 of 20 Lot Attributes & Pallet Numbers / DA w1 Last updated: – Completing an individual works order When you complete an individual works order you can now enter a different unit for the completion quantity This field shows unit the assembly is held in If you select F7 - Units this window is displayed – in here you can enter the completion quantities and the alternative unit Note: If a conversion does not exist between the assembly units and the completed units you are prompted to enter the conversion details – these will be stored in the Stock Units file Works Order Completion option - Works Order Processing

8 of 20 Lot Attributes & Pallet Numbers / DA w1 Last updated: You can also enter lot and pallet information for the completed products The lot number can be entered using a bar code reader or generated automatically – the lot number is validated against the Lot Details file to ensure it is unique Note: You can re-use a lot number if multiple works order components belong to the same lot, or if items in a single lot have been completed in multiple quantities These details can only be entered if the system key STLOTINFO is set to YES Works Order Completion option - Works Order Processing – Completing an individual works order

9 of 20 Lot Attributes & Pallet Numbers / DA w1 Last updated: Accepting the lot number displays this window These lot details are product group dependent – the system key STLOTGROUP determines the product group and the Data Dictionary, used in conjunction with the Forms Editor, determines the layout of the window Works Order Completion option - Works Order Processing – Completing an individual works order

10 of 20 Lot Attributes & Pallet Numbers / DA w1 Last updated: Pallet details can then be entered - if just one pallet has been completed enter the pallet number and quantity into this window Note: The pallet number can be entered using a bar code reader If several pallets have been completed leave the field Pallet number blank and select F8 - Auto- generate to display this window Enter the number of pallets and select CR - Accept to split the completed quantity automatically over the number of pallets entered Works Order Completion option - Works Order Processing – Completing an individual works order

11 of 20 Lot Attributes & Pallet Numbers / DA w1 Last updated: What happens next? When the number of pallets is confirmed, the quantity completed will be split automatically over the number of pallets entered with the last pallet taking up the remaining quantity – the pallet numbers are generated from the new system keys STFORMPAL and STCHARPAL A separate batch record will be generated for each pallet number entered- the batch details will all be the same with the exception of the pallet number and quantity in the batch When the number of pallets is confirmed, the quantity completed will be split automatically over the number of pallets entered with the last pallet taking up the remaining quantity – the pallet numbers are generated from the new system keys STFORMPAL and STCHARPAL A separate batch record will be generated for each pallet number entered- the batch details will all be the same with the exception of the pallet number and quantity in the batch

12 of 20 Lot Attributes & Pallet Numbers / DA w1 Last updated: – Completing a batch of works orders You can also enter a different completion unit from the assembly units when you complete a batch of works orders Again, if you select F7 - Units this window is displayed – in here you can enter the completion quantities and the alternative unit This field shows unit the assembly is held in Note: If a conversion does not exist between the assembly units and the completed units you are prompted to enter the conversion details – these will be stored in the Stock Units file Works Order Completion option - Works Order Processing

13 of 20 Lot Attributes & Pallet Numbers / DA w1 Last updated: And you can enter lot and pallet information for the completed products The lot number can again be entered using a bar code reader or generated automatically – it is validated against the Lot Details file to ensure it is unique Note: You can re-use a lot number if multiple works order components belong to the same lot, or if items in a single lot have been completed in multiple quantities These details can only be entered if the system key STLOTINFO is set to YES Works Order Completion option - Works Order Processing – Completing a batch of works orders

14 of 20 Lot Attributes & Pallet Numbers / DA w1 Last updated: Works Order Completion option - Works Order Processing – Completing a batch of works orders Continue through the completion details entering or generating the standard lot and pallet information – as detailed on Slides 9 to 11

15 of 20 Lot Attributes & Pallet Numbers / DA w1 Last updated: Completing a range of works orders When completing a range of works orders the functionality is exactly the same as completing a batch of works orders: You can enter a different completion unit from the assembly units and if a conversion does not exist between the assembly and the completed units you are prompted to enter the conversion details You can enter lot and pallet information for the completed products – again, the lot and pallet numbers can be entered using a bar code reader or generated automatically If generating the pallet numbers automatically the quantity completed will be split automatically over the number of pallets entered with the last pallet taking up the remaining quantity A separate batch record will be generated for each pallet number entered – the batch details will all be the same with the exception of the pallet number and quantity in the batch When completing a range of works orders the functionality is exactly the same as completing a batch of works orders: You can enter a different completion unit from the assembly units and if a conversion does not exist between the assembly and the completed units you are prompted to enter the conversion details You can enter lot and pallet information for the completed products – again, the lot and pallet numbers can be entered using a bar code reader or generated automatically If generating the pallet numbers automatically the quantity completed will be split automatically over the number of pallets entered with the last pallet taking up the remaining quantity A separate batch record will be generated for each pallet number entered – the batch details will all be the same with the exception of the pallet number and quantity in the batch

16 of 20 Lot Attributes & Pallet Numbers / DA w1 Last updated: Maintaining Lot Details

17 of 20 Lot Attributes & Pallet Numbers / DA w1 Last updated: This is a new option This new option allows lot details to be altered if necessary The lot details are originally entered via the options Purchase Receipts and Works Order Completion Lot Details option - Inventory Control These lot details are product group dependent – the system key STLOTGROUP determines the product group and the Data Dictionary, used in conjunction with the Forms Editor, determines the layout of the window The lot details will be removed when the option Batch Details Cleardown is run

18 of 20 Lot Attributes & Pallet Numbers / DA w1 Last updated: What other options will use the lot and pallet details? The following batch options will display the lot details: Batches enquiry Batch Maintenance Batch Inspection Control The following options will display the pallet numbers when browsing on stock batches: Works Order Issues - Works Order Processing Sales/Bulk Despatch Confirmation - Order Entry Purchase Orders (supplier returns) - Purchase Order Processing ALL stock issue and stock transfer options - Inventory Control When transferring stock to another warehouse via the option Inter-Warehouse Transfers, the lot details associated with any batches will also be transferred The following batch options will display the lot details: Batches enquiry Batch Maintenance Batch Inspection Control The following options will display the pallet numbers when browsing on stock batches: Works Order Issues - Works Order Processing Sales/Bulk Despatch Confirmation - Order Entry Purchase Orders (supplier returns) - Purchase Order Processing ALL stock issue and stock transfer options - Inventory Control When transferring stock to another warehouse via the option Inter-Warehouse Transfers, the lot details associated with any batches will also be transferred

19 of 20 Lot Attributes & Pallet Numbers / DA w1 Last updated: And during a stocktake? Pallet numbers will be printed on the stock take card If an adjustment to a pallet number is required after the stock take card has been posted the following option can be used: Sundry Stock Adjustments – The pallet numbers can be displayed by selecting F8 - More then CR - Amend Note: If the pallet numbers are amended via Sundry Stock Adjustments the combination of lot number and pallet number will not be validated When the stock card adjustment is posted the amended pallet numbers will be copied back to the batch queue Pallet numbers will be printed on the stock take card If an adjustment to a pallet number is required after the stock take card has been posted the following option can be used: Sundry Stock Adjustments – The pallet numbers can be displayed by selecting F8 - More then CR - Amend Note: If the pallet numbers are amended via Sundry Stock Adjustments the combination of lot number and pallet number will not be validated When the stock card adjustment is posted the amended pallet numbers will be copied back to the batch queue

20 of 20 Lot Attributes & Pallet Numbers / DA w1 Last updated: As all the pallet numbers are stored in the Stock History file on the database they can be accessed using Report Writer and/or SQL – this provides you with unlimited means of tracing all ‘goods inward’ and ‘goods outward’ transactions