You use this program to view details of lots and associated transactions including inspection and sales order details. The transactions displayed may have occurred during the inspection process, or during the life of the lot number itself.
A typical use of this program would be to verify lot details. This could be driven internally from your sales or manufacturing departments, or externally in response to an enquiry from a customer or governing authority.
This program can be run at any time.
There are no dependencies between this program and any other program.
If you are new to this query, then the following information will help you achieve the best results:
- The information shown is always up to date (i.e. the query will reflect the latest information for lots that have been captured or maintained).
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If you know the lot number, then you can enter it directly and press the Tab or Enter key to view the information.
If you do not know the lot number, then you can use the browse function to locate the number.
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You can personalize this query in a number of ways. These include:
- configuring property sheets (e.g. the section headed Lot Transaction Details). This includes being able to sequence items by dragging them up or down, to show important items first
- configuring the list views (e.g. Lot Numbers, Lot Transactions, WIP Inspection Transactions). This includes being able to sequence columns by dragging them left or right, sorting columns and changing column widths
- configuring the layout of the panes on the screen, including hiding or displaying panes
- configuring the layout of the toolbars
- Lot Traceability Query
- Lot Transactions
- Inspection Details
- Outstanding Sales Orders
- WIP Inspection
- Custom Form
- Archive Files
| Field | Description |
|---|---|
| Lot number | Enter the lot number lot number you want to query. |
| Play | Select this to view any multimedia objects assigned to the lot. |
| Edit | Select this to use the Multimedia program to edit multimedia objects for the lot. |
| Notepad | Select this to use the Notepad Editor program to view or maintain free format comments for the lot. |
| Stock code | This displays the stock code for the lot you are currently querying. |
| Custom Form | Select this to view custom form information for the lot. |
| Lot Transactions | Select this to view details relating to specific transactions processed against the entered lot/stock code combination. |
| Inspection Details | Select this to view details relating to inspection records processed against the entered lot/stock code combination. |
| Outstanding Sales Orders | Select this to view details of any outstanding sales orders associated with the lot transaction. |
| WIP Inspection | Select this to view WIP inspection details for selected lot. |
This pane displays details relating to specific transactions processed against the entered lot/stock code combination.
| Column | Description |
|---|---|
| Job |
Indicates the number of the source of the transaction for the lot. For example, this could be a RMA, a job, a purchase order, a sales order, etc. |
The details displayed in this pane relate to the currently highlighted line in the Lot Transactions listview.
| Column | Description |
|---|---|
| Created from job | Indicates the job number from which the lot transaction was created. |
| Created from purchase order | Indicates the purchase order number from which the lot transaction was created. |
| Created from purchase order line | Indicates the purchase order line number (within the purchase order number) from which the lot transaction was created. |
This listview displays details relating to inspection records processed against the entered lot/stock code combination.
This listview displays details of outstanding sales orders associated with the lot transaction.
This listview displays WIP inspection details for selected lots.
Details are only displayed if you have not enabled the setup option: Capture lots at end of WIP inspection (WIP Setup - General 1 tab). If you selected this option, then no lot information is available against inspection references. Lot information is only captured once inspection is complete and the items are accepted into stock.
This pane displays any custom form data defined against the lot (see Custom Form Entry). You use the Add Fields to this Form to load the Custom Form Data Entry program to enter custom form data against the lot.
This displays details of lot files that were archived.
| Field | Description |
|---|---|
| Search up | Use this to establish what was used to manufacture the lot from the raw material. |
| Search down | Use this to establish where the lot number was used. |
| Archive text | Use the Text Editor program to view and maintain free format text for the selected archived lot. |
| Archive file | Indicates the archive file name in which the lot number was archived. |
| Records | Indicates the number of records in the archive file. |
| Archive file name |
Indicates the full path name where the file was archived. By default, this is the archive file name prefixed by the current drive/path specifications. If the archive file is called ATRC001 and has been restored into the directory /tmp (a temporary directory under UNIX) then you the archive file name is displayed as /tmp/ATRC001. If the archive file has been restored from backup media and the index portion of the file has not been restored, then you must first reindex the archive file. |
The identity of the lot is determined from details relating to its supply.
You use the Criteria option from the drop down menu on the Search Up pane to enter the criteria you require.
The program processes the Inspection file followed by the Lot Master file, searching for any lots or lot transactions matching the entered combinations.
Once a match is found, the program displays information relating to the lot, such as the stock code and version and release level. The search then continues automatically, displaying any matching lots, until either the end of file is reached on the lot master file, or you interrupt the search.
The identity of the lot is determined from details relating to its use.
You use the Criteria option from the drop down menu on the Search Down pane to enter the criteria you require.
The program processes the Lot master file, searching for any lots or lot transactions matching the entered combinations.
Once a match is found, the program displays information relating to the lot, such as the stock code and version and release level. The search then continues automatically, displaying any matching lots, until either the end of file is reached on the lot master file, or you interrupt the search.
You use this option to indicate specific properties associated with the lot that you want to query.
Criteria can be defined by selecting the Criteria option from the drop down Menu on the Search Up or Search Down panes.
You typically use this option if you do not know the specific lot number, or you want to refine your search.
| Field | Description | ||||
|---|---|---|---|---|---|
| Serial number entry required | Select this to locate a lot based solely on the entry
of a serial number.
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| Serial number | Indicate the specific serial number for which you want to locate a lot. | ||||
| Supplier | Indicate the specific supplier for which you want to locate a lot. | ||||
| Purchase order | |||||
| Job | Indicate the specific job for which you want to locate a lot. | ||||
| Stock code | Indicate the specific stock code for which you want to locate a lot. | ||||
| Delivery note | Indicate the specific delivery note number for which you want to locate a lot. | ||||
| Certificate | Indicate the specific certificate number for which you want to locate a lot. | ||||
| Concession | Indicate the specific concession number for which you want to locate a lot. | ||||
| Clear All | Select this to clear all the fields of any previously entered criteria. | ||||
| OK | Select this to accept your entries and to return to the search pane. | ||||
| Close | Select this to return to the search pane. | ||||
![[Note]](images/note.png)