Mass change
The Lot characteristics mass change function is used to modify the title and/or the use by date information and/or the user fields for the selected lots and sub-lots.
This function is based on a Lot modification transaction that is used to specify what is the modifiable information for the selected lots.
These changes of lot characteristics are not considered as "internal movements" and are never valued.
Prerequisite
Refer to documentation Implementation
Screen management
Entry screen
Presentation
The mass change of lot characteristics is made in two stages.
The first screen is used to select the lots and sub-lots to be processed and to specify what is the lot information to modify and what the new values will be.
The presentation of this first screen depends on the setup of the chosen transaction.
If a single transaction is set up no choice is proposed on entry into the function. Otherwise, a window opens to present the list of transactions likely to be used (the choice can also be restricted using access codes).
Selection of the lots to be processed
The Lot characteristics mass change function is used to work on a selection of lots/sub-lots. It is necessary to select a site, a group of products (only lot managed products are present in the selection), then a group of lots and sub/lots for these products.
If the "All sites" field is ticked, all the lots in the selection will be processed whether they are in one site or several. If not, only the lots present in the selected site are processed. (A lot present in several sites cannot be processed except when the "All sites" field is ticked)
It is not possible to select a lot that is the object of an analysis request that is not completely validated, nor a lot that is the object of a detailed allocation.
There is a button Selection on the Lot field and on the sub-lot field.
According to the setup of the chosen transaction it is possible to associate a lot characteristics change slip, a movement group code, a project code and a movement description.
Movement group: this is a statistical information that will be recorded in the stock journal at the moment of saving the transaction. This transaction group comes from the miscellaneous table number 9. The value given in the transaction setup corresponds to a default value that can/cannot be visualized and/or modified according to the transaction setup (entry field, displayed, hidden).
Movement description: This is a free text that will be recorded in the stock journal when saving the transaction.
Modifications block : This block presents the lot fields to be modified. The fields presented are a function of the setup of the transaction used. It is necessary here to enter the new values that should be attributed to the title and/or the use-by date and/or the user section for all the lots in the selection.
The activation of the [OK] button is used to access a second screen. It displays a grid that lists all of the lots and sub-lots in the selection: the sub-lots of the selection that have not be retained because they are the object of a detailed allocation or a non-validated quality control are not present in this grid.
For each lot and sub-lot, the grid displays the information - title, use-by date, user section, when this is appropriate according to the product management, giving their new values, those that were entered in the previous screen. These values can still be changed here, if it is necessary to alter the characteristics of a lot/sub-lot with respect to the selection group. In the same fashion, it is still possible to delete a lot/sub-lot from the selection by deleting the corresponding line.
The activation of the [Save] button is used to take all modifications described in the grid into account: the system generates a Lot modification document for each lot/sub-lot, as well as an "issue" movement type and a "receipt" movement type for each modified lot/sub-lot, in the stock journal.
The documents generated in this way are listed in a log file at the end of processing and can be consulted one after the other using the Lot Characteristics changes function.
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Fields
The following fields are present on this tab :
Selection criteria
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| Enter or select the storage site where the selected product is active. The Selection icon (magnifying glass) only suggests products that are referenced in the products-sites table. |
Start - end range
| Enter the selection start product number. The product ranges limit the report to these products only. |
| Enter the ending product number for the selection. Product ranges are used to restrict the report to these products only. |
| Enter the initial lot number for the selection. |
| Enter the selection end lot number. |
| Enter the selection start sub-lot number. |
| Enter the selection end sub-lot number. |
Movement
| Date utilisée à la comptabilisation du mouvement. Elle est initialisée avec la date du jour et peut être changée pour une date antérieure, si la date sélectionnée se situe dans une période ouverte du calendrier comptable.
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| Enter a free description that will be registered in all the stock transactions associated with the delivery line. |
| This field contains the reference of the project for which the information has been entered.
It is possible to enter a free code or a project code defined in the Project object in the CRM activities module. In this latter case, the user has two possibilities to enter such a code:
If the order arises from a requirement and this requirement has a project code, the project code of the order will be initialized with this project code. |
| Movement group, initialized by the movement group of the transaction being used. Statistical information used in the stock transactions associated with the shipment. This value is fixed if the original document does not reference a movement group. Otherwise, the movement group of the document at the origin of the quality control is suggested in priority. |
Modifications
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| Lot title. |
| Enter the reference date used for calculating the expiration date of a lot in stock. This field displays today’s day by default. The availability of this field depends on the expiration management mode set on the product record. |
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Enter the expiration lead time for this product in days or months. This value is used in the calculation of the expiration date and use-by date (UBD) of a lot upon stock receipt. |
| This field cannot be entered. The UBD lead time is always expressed in calendar days. |
| Update 8.0.0 and higher: The expiry date is associated with a lot in stock. It indicates a use-by date for the stock of a product and is controlled in the issue movements:
The lots for products not concerned by expiry dates, have an expiry date forced to December 31st, 2999. |
| Update 8.0.0 and higher:
This UBD lead time is used to determine the use-by date of the product, based on the reference expiry date. |
| This field cannot be entered. It displays the use-by lead time calculated based on the UBD coefficient. |
| This field cannot be entered. The UBD lead time is always expressed in calendar days. |
| The use-by date (UBD) is the target date for issuing a product. |
| Type in the lead time of the new control to be used upon stock receipt. This value will be used to calculate the new control date based on the reference date. It is entered in days or months.
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| Scroll-down list used to determine the time unit (day or month) associated with the previous field. |
| 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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Block number 5
| Enter the value of the user field. |
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