Lot, Bin, Serial Allocations

Toolbar and menu

Field	Description
Save	Saves the information you entered.
Quantity to be Allocated	Displays the total quantity of the stock item for which lots, bins and/or serials must be allocated to the job.
Cancel	Ignores any entries made and returns to the previous screen.
Create Serials	Select this to use the Add Serial Numbers program to capture serial numbers that you want to allocate to the job.
Browse Reserved Lots/Serials	Enable this to load: the Reserved Lot Query for Component program instead of the Browse on Lots program when browsing on the Lot field. the Reserved Serial Query for Component program instead of the Browse on Serial Numbers program when browsing on the Serial field. This only applies when lots or serials were reserved at Job creation (Parent/Lot Serial Reservation).

Allocations

All lot, bin and serial allocations are performed in this listview.

The level of detail you are required to specify depends on whether the item is serialized, traceable, stored in a specific bin, or a combination of all three.

Minor checks are made as you enter the allocations in the grid but no information is updated. All validation checks are performed when you post the allocations.

See Lot Allocations, Serial Allocations and Bin Allocations for individual allocation details.

Field	Description
Ok to post allocations	This prompt is displayed once all allocations have been entered in the Allocations grid.
OK	Select this to validate all entries in the grid post the allocations. The relevant tables/files are updated at this point.
Cancel	Select this to return to the grid. You can manually change the entries in the grid, but doing so may cause the values to go out of balance. In that case you will need to get the Remaining Lots Allocation and the Remaining Qty to zero before you will be allowed to post.

Lot Allocations

If the material allocation being issued is defined as traceable (Stock Code Maintenance) then you need to indicate the lot number from which the item must be issued.

Field

Description

Lot

Indicate the lot number from which the item must be allocated to the job.

Stock can only be issued from more than one lot when the Allow issues from multiple lots option is enabled against the stock item (Stock Code Maintenance).

If you reserved lots for the component, then you must allocate the reserved lots, unless the option: Allow substitution of lots/serials for components (WIP Setup - Lots and Serials tab) is selected or the activity: WIP changing reserved lots/serials for allocation (Security Activities) is allowed against your operator code.

When issuing to a job, the lot expiry date is checked against the job start date and not the date of issue.

This means that it is possible to issue from an expired lot.

An error message is displayed if the lot expiry date is before the job start date.

This does not apply to negative issues, as the lot expiry date is not checked for negative issues.

Lot quantity

Indicate the quantity to allocate from the Lot.

You must distribute quantities from the correct lot(s) until the entire Quantity to be Allocated is allocated.

The quantity to issue is greater than the quantity reserved for the lot. Do you want to maintain the reserved quantity for the lot?

This message is displayed when you enter a quantity greater than the quantity originally reserved. This typically occurs when you select to kit issue more to the job than originally required in the Job Issues program.

Yes

Select this to use the Parent/Lot Serial Reservation program to maintain the reserved quantity for the lot.

No

Select this if you only want to allocate the initially reserved quantity to the lot. The quantity you entered is changed to equal the quantity reserved for the lot.

Remaining Qty

Indicates the quantity that still has to be allocated.

Certificate

Indicate the certificate number issued for the lot.

Lot Allocations

If you indicated that you require the automatic depletion of lots and bins in kit issues (Inventory Setup - Depletion) then stock is issued automatically from the oldest and smallest available lot first.

You must not use auto depletion (Inventory Setup - Depletion) if you want to be able to post to different lots.

Depending on the selection made against the option: Automatic depletion of lots by – Receipt date or Expiry date (Inventory Setup – Depletion tab), the oldest lot is determined by examining either its receipt date or expiry date. If there is more than one lot with the oldest date then stock is allocated from the smallest lot first.

If lots were reserved for the allocation, then the rules of automatic depletion are followed except that they are only applied to the lots that were reserved. Therefore, the oldest/smallest reserved lot that is depleted first.

If the item may not be issued from multiple lots (Stock Code Maintenance) then the program searches for the first lot that can fully satisfy the requirement.

If no single lot has sufficient quantity to satisfy the requirement, the quantity to kit is reduced to the quantity that can be manufactured using the lot with the highest quantity.

If the kit is accepted, then the quantity to manufacture on the job header is reduced to this figure.

If you subsequently process a negative issue against a material allocation, you have to de-allocate the lots, bins and serials manually.

If there is insufficient stock for the quantity to issue, stock cannot go negative even if negative stock is permitted. In this case, stock is issued to the maximum available. If lots have been reserved then stock can only be issued to the maximum reserved even if there is additional available stock.

When automatic depletion is applied, a lot is ignored if:

it has been archived
it is on hold
there is no available stock
it expires before the job start date
the stock item is ECC controlled but the lot revision and release does not match the revision and release against the material allocation.

Serial Allocations

If the stock item you are issuing is defined as serialized (Stock Code Maintenance) then you need to indicate the serial number(s) that must be allocated.


	The entry of serial numbers is not requested if serial numbers must be recorded at the time of order entry (Stock Code Maintenance). Even if stock is allowed to go negative (Inventory Setup - General tab), you cannot issue more than is available against a serialized item. Stock is only issued to the maximum available. When you subsequently process a negative issue against a material allocation, you need to de-allocate the lots, bins and serials manually.

Field

Description

Serial

Indicate the serial number you want to issue to the job.


	The serial Expiry date is checked against the planned job start date or, if SYSPRO Factory Scheduling is installed, the scheduled start date. You cannot allocate a serial number that has expired or been scrapped before this date. The system does not check the expiry/scrap date against the current system date, because you may be ‘backflushing’ an item which was issued within the valid time. When processing a negative issue on a serialised item, you can only enter a serial number previously issued to the job. When issuing a negative allocation, the serial numbers supplied do not have to exist. You can create them at this point by selecting the Create Serials option. However, you can only create a serial number that exists against another stock code when the option Same serial to be used for multiple stock codesInventory Setup - Options tab) is selected. If you reserved serials for the component, then you must allocate the reserved serials, unless the option: Allow substitution of lots/serials for components (WIP Setup - Lots and Serials tab) is selected or the activity: WIP changing reserved lots/serials for allocation (Security Activities) is allowed against your operator code.

Enter range

Select this to indicate a range of manual serial numbers to allocate.

Quantity

Enter the quantity to allocate to the serial number.

This applies to batch serialized items.

Remaining Qty

Indicates the quantity that still has to be allocated.

Expiry date

This indicates the expiry date defined against the manual Serial.

This date can be maintained using the Browse on Serial Numbers program.

Scrap Date

This indicates the scrap date defined against the manual Serial.

This date can be maintained using the Browse on Serial Numbers program.

Allocate a Range of Serial Numbers

This screen is displayed when you select the Enter range option in the Serial field of the Allocations grid.

Field	Description
OK	Select this to populate the Allocations grid with the serial range entered.
Cancel
From serial number	Indicate the first serial number to allocate.
Reserved	Select this to use the Reserved Serial Query for Component program to view the serial numbers that were reserved for the item (see Parent/Lot Serial Reservation).
To serial number	Indicate the last serial number to allocate.
Reserved	Select this to use the Reserved Serial Query for Component program to view the serial numbers that were reserved for the item (see Parent/Lot Serial Reservation).
Quantity to allocate	Indicate the number of serial numbers that must be allocated.

Bin Allocations

When the option: Multiple bins in use is enabled against the warehouse (Warehouse Maintenance), you need to indicate the bin location from which the item must be allocated.

Field	Description
Bin/Serial	Indicate the bin from which stock must be allocated. You can only supply a bin that does not exist if you are issuing a negative allocation and the option: Allow creation of bins when processing inventory transactions is selected (Inventory Setup - Options tab). Note that once this new bin is accepted, it cannot be changed.
Quantity	Indicate the quantity of the item you want to allocate from the selected bin. You must distribute quantities of items from the correct bin(s) until the Remaining quantity reaches zero.
Remaining quantity	Indicates the quantity not yet allocated and is updated whenever the Quantity changes. This must be zero to complete the bin allocation.

Field

Description

Bin/Serial

Indicate the bin from which stock must be allocated.

You can only supply a bin that does not exist if you are issuing a negative allocation and the option: Allow creation of bins when processing inventory transactions is selected (Inventory Setup - Options tab). Note that once this new bin is accepted, it cannot be changed.

Quantity

Indicate the quantity of the item you want to allocate from the selected bin.

You must distribute quantities of items from the correct bin(s) until the Remaining quantity reaches zero.

Remaining quantity

Indicates the quantity not yet allocated and is

updated whenever the Quantity changes.

This must be zero to complete the bin allocation.

Bin Allocation Details

If you require automatic depletion of lots and bins in kit issues (Inventory Setup - Depletion) then:

stock is issued automatically from the oldest and smallest available bin first.

The oldest bin is determined by examining its receipt date. If there is more than one bin with the oldest date then stock is allocated from the smallest bin first. If the stock code is also traceable then only bins linked to the depleted lot are considered.
If you subsequently process a negative issue against a material allocation, you will be required to de-allocate the lots, bins and serials manually.
If there is insufficient stock for the quantity to issue, stock cannot go negative even if negative stock is permitted. In this case, stock is issued to the maximum available.
When automatic depletion is applied, a bin is ignored if:
- it is on hold
- there is no available stock

If automatic depletion is not being applied and the stock code is not traceable, ECC controlled or serialized, then stock can go negative when insufficient stock is available, providing negative stock is permitted against the warehouse.

Details

This displays job and allocation information for the item you are currently processing.

Column	Description
Source details	This displays parent information from the job (Job Entry).
Allocation details	This displays material allocation information.
Stock code	Indicates the code of the stock item being allocated.
Description	Indicates the description of the stock code.
Long description	Indicates the long description of the stock code.
Warehouse	Indicates the warehouse from which the item is being allocated.
Revision/Release	Indicates the revision and release of the item when it is ECC controlled.
Total quantity to be allocated	Indicates the total quantity that needs to be allocated to the job.
Remaining lots allocation	Indicates the quantity not yet allocated to the job.

Error Messages

The quantity allocated to bins does not equal the quantity allocated to the lot

This message can be displayed if you did not press Tab or Enter after entering a lot quantity for the grid to be recalculate to determine if there is anything else that needs to be allocated (additional Lots, Bins or Serials).

Although the Save option is available, you must Tab or Enter off the quantity fields to recalculate and not select Save immediately. The Save option is always enabled to allow you to make adjustments on the grid and be able to save them. Pressing Save immediately only works when the Remaining Qty is zero and there are adjustments on the grid.

In most cases, you would browse for, or manually enter, a Lot, Bin or Serial, then Tab or Enter, then enter a quantity and press Tab or Enter. The program prompts you for what needs to occur next.

Once a Lot is entered and a line is added for the Bin, the Remaining Qty is 1 until you Tab or Enter from the Bin quantity field when the Remaining qty is recalculated and if 0, and no further allocations are required, you are prompted to Post. This is by design and allows for swift entry in a single, highly visible grid format, where recalculation takes place on the Tab or Entry of a line.

You should very rarely need to select Save, since the program automatically prompts you to Post when it determines that everything has been allocated.