Obsolete lot status change
This function is used to modify the status of the lots close to their expiry date in order to delay them or to re-check them.
It is prudent not to leave this until the lot is expired before changing its status. In this way, the function is used to select the lots to be processed as a function of their expiry date incorporating a safety margin in order to process the lots several days before they arrive at their expiry date.
Prerequisites
Refer to documentation Implementation
Screen management
The obsolete lot status change function is made up of a header section used to enter the criteria to select lots arriving at their expiry date and a grid that specifies the statuses to be assigned by the process as a function of the original status and sub-status.
Entry screen
Presentation
The function is used to select lots arriving to expiry to a reference date with the field "Lot obsolete on the".
The default selection of lots arriving to expiry is indicated to "Date of the day + margin".
Once the lots are selected, the system sums up the statuses and sub-statuses existing for the selected lots in a table and displays the substitute statuses and sub-statuses available.
The lots with "A status" go to "Q status" or R depending on what is set for the item as for the use-by date management.
The lots with "A1 status" will go to "Q1 or R1, etc. status". The destination statuses of the table can be edited manually in order to replace the "Q* and/or R* statuses " by the sub-statuses desired.
At process end, the system generates a list summarizing:
- the lots concerned by the status change,
- the journal numbers for the notes concerned by the status change,
- and the journal numbers of the demanded quality controls.
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Fields
The following fields are present on this tab :
Block number 1
| 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. |
Allocation date
| A Calendar can be accessed with a right click and is used to indicate the process reference date. |
| 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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Block number 2
| Reference date used as a selection criterion in the lots status change. If nothing is entered, the current date is used. |
Block number 4
| When a lot has expired, a status change document line is generated. This tick box is used to indicate whether it is necessary to create a single status change document by product (ticked) or several products can appear on this document (not ticked). |
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| This column indicates the destination sub-status that corresponds to "status A + associated sub-status". If the original sub-status is not managed for "status Q" in the sub-status table, it is deleted. If the product setup foresees it, the status change to "status Q" leads to the generation of a quality control for the lots of the product concerned. |
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| This column displays the destination sub-status that corresponds to "status A + associated sub-status". If the original sub-status is not managed for status R in the sub-status table, it is deleted. |
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Batch task
This function can be run in batch mode. The standard task FUNSTOP is provided for that purpose.
Error messages
In addition to the generic error messages, the following messages can appear during the entry :
"Allocations exist: no update "
The lots in the selection that are becoming obsolete but still have detailed allocations are not taken into account. The log file provides a list of the lots concerned.
"Obsolete stock for a product not managed with expiry dates: no update"
this message appears in the process log file for the lots with an expiry date when the product is not managed with expiry dates. This can appear if the management method for the product has evolved with time. Such lots cannot then be processed.