oracle serial control items

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Subject: Lot/Serial Control Setups

Doc ID: Note:112055.1 Type: BULLETIN

Last Revision Date: 18-APR-2008 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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3. Indicate whether to add zeros to right-justify the numeric portion

of lot number (Zero Pad Suffix).

4. Optionally, select a alphanumeric lot number prefix to use for

system-generated lot numbers when generation is at the

organization level.

5. 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.

__________________________________________________________________

2. 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:



find the Group Name = "Inventory" and Attribute Name = "Starting Lot

Number"








4. Set the item Starting Lot Prefix attribute control level:



find the Group Name = "Inventory" and Attribute Name = "Starting Lot

Prefix"






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5. Set the item lot expiration attribute control level:



find the Group Name = "Inventory" and Attribute Name = "Lot Expiration"








6. Set the item shelf life days attribute control level:



find the Group Name = "Inventory" and Attribute Name = "Shelf Life Days"








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 on-

hand 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 on-

hand 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.

___________________________________________________________________

2. 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.

3. 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. |

|____________________________________________________________________|

5. 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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1. 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.

4. Optionally, enter a starting serial number to use for system-

generated 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:



find the Group Name = "Inventory" and Attribute Name = "Starting Serial

Generation"







define a different value for this attribute.

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:




Number"









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4. Set the item starting serial prefix attribute control level:




Prefix"








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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