Characteristics change
Use the function "Characteristics Change" to modify the title of a lot or sub-lot (if title management is available for the product) as well as the shelf life and expiry date (if expiry management is available) and possible user sections defined on the lot.
The "Lot characteristics change" screen is based on a Lot modification transaction that is notably used to specify what lot information can be modified.
Prerequisite
Refer to documentation Implementation
Screen management
Header
Fields
The following fields are present on this tab :
Block number 1
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Lot
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Entry screen
Presentation
A screen is dedicated to the entry of a change slip for lot characteristics. The presentation of the issue note depends on the transaction chosen.
If a single transaction is set up, no choice is offered upon entering 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).
Header information
According to the chosen transaction setup, change slips for lot characteristics can be linked to 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 movement group is taken from miscellaneous table no. 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.
Selecting the lot to process
The lot Characteristics Change function processes one lot or sub-lot at a time. You need to select a product (only products managed by lot can be selected) and then a lot or sub-lot, if sub-lot management is available for the given product.
Selecting a lot subject to a pending validation analysis is not possible and selecting a lot subject to a detailed allocation either.
Lots present in several sites cannot be modified with this function. To modify them, use the function "Lot mass change".
Use the right-button Selection in the lot field to select the required lot or sub-lot.
Changing the selected lot characteristics
Once the lot or sub-lot to process is selected, the values on title information, expiry, and user sections before modification are displayed in the Before left block. These fields cannot be entered.
The After block displays the same fields but they can be entered depending on whether title and/or expiry management is allowed. Any required modification should be entered here.
The transaction setup can also limit the access to lot fields to be modified.
By activating the [Create] button, a slip specific to lot modification and two stock movements can be generated in the stocks journal: an "issue" type movement followed by a "receipt" type movement having the set of modified characteristics of the lot/sub-lot.
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Fields
The following fields are present on this tab :
Before
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| Lot title. |
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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. |
| Scroll-down list used to determine the time unit (day or month) associated with the previous field. |
| 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. |
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After
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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. |
| Scroll-down list used to determine the time unit (day or month) associated with the previous field. |
| 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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| Enter the value of the user field. |
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Menu Bar
Use this button to access the detailed stock inquiry for the product and lot being processed. |
Menu Bar
Option / Transaction
Use this button to view the setup of the lot modification transaction used.