Stock by lot
Use this function to view the stock status by product, detailed by lot.
Prerequisite
Refer to documentation Implementation
Screen management
Header
Presentation
In the header, enter the main selection criteria. Only the product code is mandatory.
You can also:
- filter the internal stock, the stock awaiting put-away, the loan stock and the subcontract stock;
- request to view the lots where the stock is null: by default, these lots are not suggested;
- specify a sort criteria for the presentation of recovered lines:
- by lot: lot number in alphabetic order
- FIFO
- FEFO
- LIFO.
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Fields
The following fields are present on this tab :
Selections
| Enter a site to view the stock of the product on this site. |
| Enter the reference of the product for which the stock needs to be inquired. This information is compulsory. |
| This is the description from the product record. |
Block number 2
| Select this check box to take internal locations into account. |
| Select this check box to take into account locations awaiting put-away. |
| Select this check box to take customer locations into account. |
| Select this check box to take subcontract locations into account. |
Block number 3
| Select this check box to display the lots where the stock is null. By default, these lots are not displayed. |
| This check box is selected by default: the lots displayed are lots with stock. |
Block number 4
| Select a criteria for the classification of stock lines: |
| Select 'Yes' to display the total available stock at the bottom of the page. |
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Tab Stock by lot
Presentation
The columns present in this table depend on the setup of the chosen screen code.
By default, the table includes a summary line of the product stock status for each lot, and specifies:
- The major and minor versions, when they are managed;
- The physical stock of the lot, as well as the breakdown of the quantities validated, under control or rejected;
- The quantity allocated to the lot;
- The expiry date of the lot if appropriate;
- The number of the document used to create the lot.
Limit:
The concept of site does not exist on the lot. If two stock receipts have the same lot number for two different sites, the information listed below will correspond to the first created lot, with or without filter on the site:
- Lot creation date
- Supplier lot
- Supplier
- Lot creation document
- Document line no.
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Fields
The following fields are present on this tab :
Grid
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| This field displays the creation date of the lot.
The concept of site does not exist on the lot. If two stock receipts have the same lot number for two different sites, the displayed date corresponds to the date of the first created lot, with or without filter on the site. |
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| The use-by date (UBD) is the target date for issuing a product. |
| La date de recontrôle est associée à un lot en stock. Elle indique une date d'analyse de la marchandise, une fois le délai de péremption atteint.
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| This field displays the supplier lot number.
The concept of site does not exist on the lot. If two stock receipts have the same lot number for two different sites, the supplier lot number corresponds to the first created lot, with or without filter on the site: |
| This field displays the supplier reference.
The concept of site does not exist on the lot. If two stock receipts have the same lot number for two different sites, the supplier reference corresponds to the first created lot, with or without filter on the site: |
| This field displays the number of the lot creation document.
The concept of site does not exist on the lot. If two stock receipts have the same lot number for two different sites, the document number corresponds to the first created lot, with or without filter on the site: |
| This field displays the line number of the lot creation document.
The concept of site does not exist on the lot. If two stock receipts have the same lot number for two different sites, the document line number corresponds to the first created lot, with or without filter on the site. |
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Action icon
Detailed stock
Click this action to access the inquiry of Detailed stock for the selected product.
Stock transactions
Click this action to access the inquiry of Stock transactions by product.
Stock by unit
Click this action to view the stock situation in stock unit and packaging unit, by stock status, or for all status.
Stock by status
Click this action to view the stock of the product by status.
Serial Numbers
This action is useful for products which serial numbers are managed in Global receipt/issue.
In this case, one line can indeed correspond to multiple serial numbers. Click this action to display the list of serial numbers of the stock line.
This information is updated in real-time. The serial numbers that were associated with this stock line but that have been issued are not displayed in this window.
Traceability
Click this action to inquire the Traceability of stock transactions.
This action is only available when the product is set up for tracking stock transactions.
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Menu Bar
Click this action to access the previously defined selection criteria, and additional criteria:
You can save the selection criteria under a memo code in order to recall them later on. The STD memo code is specific since it is the one that is systematically applied upon entering the inquiry. |
Click this action to display, by stock status or for all status, the stock situation in stock unit and packaging unit. |
Click this action to view the stock situation broken down by stock status and sub-status. |