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Subject: Lot/Serial Control Setups Doc ID: Note:112055.1 Last Revision Date: 18-APR-2008 Type: BULLETIN Status: PUBLISHED

This document was checked for relevance on 18-APR-2008 PURPOSE ------Consolidated information on setting up the Item controls for Lot/Serial Lot/Serial Setups Setup Lot Control: ================== 1. Set organization lot control parameter: Navigate to Setup -> Organizations -> Parameters -> Select the Revision, Lot, Serial alternative region. 1. Select an option for lot number uniqueness. Across items: Enforce unique lot numbers for items across all organizations. None: Unique lot numbers are not required. 2. Select an option for lot number generation. User-defined: Enter user-defined lot numbers when you receive items. At organization level: Define the starting prefix and lot number information for items using the values you enter in the Prefix, Zero Pad, Suffix and Total Length fields. When you receive items, this information is used to automatically generate lot numbers for your items. At item level: Define the starting lot number prefix and the starting lot number when you define the item. This information is used to generate a lot number for the item when it is received.

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Indicate whether to add zeros to right-justify the numeric portion of lot number (Zero Pad Suffix). Optionally, select a alphanumeric lot number prefix to use for system-generated lot numbers when generation is at the organization level. Optionally, define the maximum length for lot number. __________________________________________________________________ If you use Oracle Work in Process and you set the WIP parameter to default the lot number based on inventory rules, then WIP validates the length of the lot number against the length you define in this field. Navigation: WIP responsibility, setup--> parameters. __________________________________________________________________

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Set the item lot control attribute control level: Navigate to Setup -> Items -> Attributes Controls Scan the information displayed on the Group Name and Attribute Name to find the Group Name = "Inventory" and Attribute Name = "Lot Control" Select a control level for the attribute. Master Level: Define and maintain this attribute at the Master level. For the same item, the values of this attribute are identical across all organizations. Org Level: Define and maintain this attribute at the Organization level. For the same item, each organization may define a different value for this attribute

3.

Set the item starting lot number attribute control level: Navigate to Setup -> Items -> Attributes Controls Scan the information displayed on the Group Name and Attribute Name to find the Group Name = "Inventory" and Attribute Name = "Starting Lot Number" Select a control level for the attribute. Master Level: Define and maintain this attribute at the Master level. For the same item, the values of this attribute are identical across all organizations. Org Level: Define and maintain this attribute at the Organization level. For the same item, each organization may define a different value for this attribute

4.

Set the item Starting Lot Prefix attribute control level: Navigate to Setup -> Items -> Attributes Controls Scan the information displayed on the Group Name and Attribute Name to find the Group Name = "Inventory" and Attribute Name = "Starting Lot Prefix" Select a control level for the attribute. Master Level: Define and maintain this attribute at the Master level. For the same item, the values of this attribute are identical across all organizations.

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Org Level: Define and maintain this attribute at the Organization level. For the same item, each organization may define a different value for this attribute 5. Set the item lot expiration attribute control level: Navigate to Setup -> Items -> Attributes Controls Scan the information displayed on the Group Name and Attribute Name to find the Group Name = "Inventory" and Attribute Name = "Lot Expiration" Select a control level for the attribute. Master Level: Define and maintain this attribute at the Master level. For the same item, the values of this attribute are identical across all organizations. Org Level: Define and maintain this attribute at the Organization level. For the same item, each organization may define a different value for this attribute 6. Set the item shelf life days attribute control level: Navigate to Setup -> Items -> Attributes Controls Scan the information displayed on the Group Name and Attribute Name to find the Group Name = "Inventory" and Attribute Name = "Shelf Life Days" Select a control level for the attribute. Master Level: Define and maintain this attribute at the Master level. For the same item, the values of this attribute are identical across all organizations. Org Level: Define and maintain this attribute at the Organization level. For the same item, each organization may define a different value for this attribute 7. Set up item lot control: Navigate to Items -> Master Items -> Select the Inventory alternate region. 1. Establish lot control for an item. You can establish lot control for an item when define it. No control: Do not establish lot control for the item. Full control: Track inventory balances by lot number. If you choose lot control you must assign lot numbers when you receive the item into inventory. Thereafter, when you transact this item, you must provide a lot number you specified when you received the item. You can update lot control options for an item if it has zero onhand quantity. You can establish lot number control only for an item that has no quantity on hand. IF Lot Control is controlled at Master Item level, the check for on-hand quantity is against the sum of onhand quantities in all child organizations.

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__________________________________________________________________ Note: For Oracle Order Entry, if profile option OE: Reservations is Yes, you can specify a lot a t order entry or scheduling, or let Pick Release use Inventory picking rules to determine the lot when the order is picked. If the profile option is No, you must enter a lot at ship confirmation. Attention: Oracle Work in Process recognizes either lot control or serial control for an item-but not both. You cannot transact in item in Work in Process if it has both lot and serial control defined. ___________________________________________________________________

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Establish starting lot prefix Enter a starting prefix for all lot numbers you define for this item. When Lot Number Generation is At item level in the organization parameters, this prefix is used when you define a lot number.

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Establish starting lot number Enter a starting numeric suffix for this item only. When Lot number generation is At item level in the organization parameters, this starting numeric suffix is used when you create a lot number. Thereafter, this number is incremented for each succeeding lot.

4.

Establish lot expiration (shelf life) control Shelf life is the amount of time an item may be held in inventory before it expires. When defining items under lot control, you can choose your lot expiration. No control: Shelf life control not established for this item. Shelf life days: Specify a number of days for all lots of an item, beginning on the day you create the lot by receiving the item. You receive a warning message that the lot expires after the specified number of days. User-defined: Specify an expiration date as you receive each lot. You receive a warning but are not prevented from using the lot after expiration. ______________________________________________________________________ |Attention: You cannot change lot expiration control when an item | | has quantity on hand. If Lot Expiration is controlled | | at the Master Item level, the check for on-hand quantity | | is against the sum of on-hand quantities in all child | | organizations. | |____________________________________________________________________|

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Establish shelf life days Enter the number of days each lot is active. At receipt, the expiration date is determined by adding the shelf life days to the system date (includes the day you define the lot). This is used only when you choose Shelf life days for Lot Expiration Control.

Setup Serial Control: =====================

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Set default organization serial control: Navigate to Setup -> Organizations -> Parameters -> Select the Revision, Lot, Serial alternative region. 1. Select an option for serial number uniqueness. The four levels for serial uniqueness are cumulative the definitions are as follows: Within inventory items: Enforce unique serial numbers for inventory items. Once you assign a serial number to a particular item you cannot assign the same serial number to the same item regardless of the organization. For example if you assign serial number SN100 to item A, you cannot assign serial number SN100 to any other instance of item A in any organization. This also includes CTO items derrived from base model A. However you could receive item B with serial number SN100 in any organization. Within model items: Enforce uniqueness of serial numbers across configured items derived from a model. The serial generation parameters like prefix and starting number are provided for the base model. To enforce uniqueness, all configured/ATO items derived from the base model use the base model serial generation parameters. Within organization: Enforce unique serial numbers within the current organization. In addition to the restrictions Within Inventory Items control, the same serial number cannot exist twice within the same organization. For example if you assign SN100 to item A, you will not be able to receive item B with the serial number SN100 in the same organization. However, you could receive item B with the serial number SN100 in any other organization. Across organizations: Enforce unique serial numbers throughout all organizations. In addition to the restrictions Within Organizations, you cannot assign the same serial number to any other item regardless of the organization. For example if you assign SN100 to item A you will not be able to receive item B with the serial number SN100 in any organization. If you assign Across Organization uniqueness to any organization it restricts the serial generation in all other organizations. If one organization dictates Across Organizations, all other organizations must do so. 2. Select an option for serial number generation. At organization level: Define the starting prefix and serial

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number information for items using the information you enter in the following fields of this window. At item level: Define the starting serial number prefix and the starting serial number when you define the item. 3. Optionally, select an alphanumeric serial number prefix to use for system-generated serial numbers when generation is at the organization level. Optionally, enter a starting serial number to use for systemgenerated serial numbers. If serial number generation is at the organization level you must enter a starting serial number. 2. Set the item starting serial generation attribute control level: Navigate to Setup -> Items -> Attributes Controls Scan the information displayed on the Group Name and Attribute Name to find the Group Name = "Inventory" and Attribute Name = "Starting Serial Generation" Select a control level for the attribute. Master Level: Define and maintain this attribute at the Master level. For the same item, the values of this attribute are identical across all organizations. Org Level: Define and maintain this attribute at the Organization level. For the same item, each organization may define a different value for this attribute.

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Uniqueness applies only to the organization establishing the type of control. For example, suppose organization A establishes Across organizations as its serial number uniqueness type. Organization A cannot use a serial number already used by organization B. However, organization B, with different type of control, can still use serial numbers already used by A. Thus, you would want to establish Unique across organizations for all organizations when you use it for one organization. 3. Set the item starting serial number attribute control level: Navigate to Setup -> Items -> Attributes Controls Scan the information displayed on the Group Name and Attribute Name to find the Group Name = "Inventory" and Attribute Name = "Starting Serial Number" Select a control level for the attribute. Master Level: Define and maintain this attribute at the Master level. For the same item, the values of this attribute are identical across all organizations. Org Level: Define and maintain this attribute at the Organization level. For the same item, each organization may define a different value for this attribute.

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4.

Set the item starting serial prefix attribute control level: Navigate to Setup -> Items -> Attributes Controls Scan the information displayed on the Group Name and Attribute Name to find the Group Name = "Inventory" and Attribute Name = "Starting Serial Prefix" Select a control level for the attribute. Master Level: Define and maintain this attribute at the Master level. For the same item, the values of this attribute are identical across all organizations. Org Level: Define and maintain this attribute at the Organization level. For the same item, each organization may define a different value for this attribute.

5.

Set the item serial control: Navigate to Setup -> Items -> Master Items -> Select the Inventory alternative region 1. Establish serial generation No control: Serial number control not established for this item. All material transactions involving this item bypass serial number information. At inventory receipt: Create and assign serial numbers when you receive the item. Thereafter, for any material transaction, you must provide a serial number for each unit. At sales order issue: Create and assign serial numbers when you issue (ship) the item against a customer sales order. (Internal requisition orders do not require a serial number when you ship the item.) If you receive an item on an RMA (return material authorization), you must specify the same serial numbers you created at sales order issue. All other material transactions for this item bypass serial number information. Predefined: Assign predefined serial numbers when you receive the item. Thereafter, for any material transaction, you must provide a serial number for each unit. You can change back and forth between certain options under the following conditions: -----------------------------------------------------------| Change back and forth between | When | |---------------------------------------|------------------| | Dynamic entry at | Predefined serial | Any time | | inventory receipt | numbers | | |-------------------|-------------------|------------------| | Dynamic entry at | No serial number | Any Time | | sales order issue | control | | |-------------------|-------------------|------------------| | Dynamic entry at | No serial number | Item has no | | inventory receipt | control | on-hand quantity | |-------------------|-------------------|------------------|

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| Dynamic entry at | Predefined serial | Item has no | | sales order issue | numbers | on-hand quantity | |-------------------|-------------------|------------------| | Predefined serial | No serial number | Item has no | | numbers | control | on-hand quantity | |-------------------|-------------------|------------------| | Dynamic entry at | Dynamic entry at | Item has no | | inventory receipt | sales order issue | on-hand quantity | -----------------------------------------------------------If serial Generation is controlled at the Item level, then check for on-hand quantity is against the sum of on-hand quantities in all child organizations. 2. Establish starting serial prefix Enter a starting alpha prefix for all serial numbers you define. You must enter a value when you choose Predefined and when Serial Generation is At item level in the organization parameters. This prefix is used when you define your serialized units. 3. Establish starting serial number Enter a starting numeric suffix for all serial numbers for this item only. You must enter a value when choose you choose Predefined and when Serial Number Generation is At item level in the organization parameters. This starting numeric suffix is used when you define your serialized units. Thereafter, this number is incremented for each succeeding serial number.

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