Use this activity when producing items that are both lot-tracked and serial tracked, to match the reserved lot/batches to reserved serial numbers, and then receive those parts. The system will receive the ordered part, with the lot/batch and serial combinations described in this dialog, into the default location for the part.
This work is done by taking information from the Lot Batch No window and the Serial No window on the right side of the form, and moving them into the order matching window on the left side of the form. When you come into the dialog for the first time, the order matching window will show the order number, the Lot Batch No window will show the reserved lot/batches for the order and the Serial No window will show the reserved serial numbers for the order.
To match lot/batches and serials, you need to first associate the reserved lot/batches with the order. This is done by first selecting the order number in the matching window and then selecting one or more lot/batches from the Lot Batch No window. Use the arrows to the left of the Lot Batch No window to move the selected lot/batches over into the matching window.
Next, you need to associate the reserved serials with the lot/batches they belong to. In the matching window, select the lot/batch that you want to associate serial numbers with. Next, in the Serial No window select one or more serial numbers to be associated with that lot/batch. Use the arrows to the left of the Serial No window to move the selected serial numbers over into the matching window, where they will appear as children of the selected lot/batch number.
You can move lot/batches or serial numbers from the order matching window back into the Lot Batch No and Serial No windows by selecting the serial numbers or lot/batches in the matching window that you want to move back, and then using the appropriate arrow next to the Lot Batch No window or the Serial No window.
You can also use backflush to issue material by checking the Backflush checkbox before you click OK to receive the parts. If you have already issued material, you do not need to use backflushing.
This activity requires that the parts be defined as both inventory serial tracking parts and lot/batch tracking parts in Part. The lot/batches and the serial numbers need to be reserved for production on a shop order and the shop order must be in a state where receipts can be made against it.
As a result of this activity, the system associates lot/batch numbers reserved for production in a shop order to one or more serial numbers reserved to the same shop order. The reserved and linked ranges of lot/batch and serial numbers are used when receiving the parts into inventory.
Shop Order
Shop Orders
Receive Shop Order
Shop Order
Shop Orders
Receive Shop Order
Reserve Serials for Shop Order