Creating Lots by Selection

Note: This feature requires the Chemical Inventory module licensed at your site.

Create new lots in your system using this method when the lots are already physically present at the desired on-site location.

This operation requires access to a Start Lot transaction type (see Administration: Transaction Types). For each new lot you create, a Start Lot transaction is added to the detail transaction history of the SDS or part you select as the new lots' component (see SDS Detail Transactions and Part Detail Transactions for details). Because the new lots are considered already present in inventory, these transactions have no effect on the product's running balance.

To create new lots by selection:

Starting at the Lot Search Center page (How do I get there?), do the following:

1. At the right side of the page, click New Lot.

2. Click the Select from Product at My Location picture.

3. Depending on how the new lot’s product will be defined, choose the SDS, Part, or Lot option and then click the Select a Product link. A pop-up window will show your site’s index of SDSs, parts, or lots (depending on which option you chose).

4. In your SDS, part, or lot index, find and click the name of the product you wish to choose as the component of your new lot(s). If browsing the SDS or part index, you may view a product in a separate window before selecting it by clicking its view () icon. (If you choose an SDS that’s not currently assigned to your site, it will automatically be assigned to your site when you complete this procedure.) The lot(s) you create will inherit the product name and manufacturer of the component product you choose here.

5. Click the blue Location link to choose the location of your new lot(s). A pop-up window will show your site’s location tree. Clicking a location’s expand () icon will display its sub-locations. Find the desired location (or sub-location), select it, and then click the OK button; to set your chosen location as the default location selection, check the appropriate checkbox near the bottom of the window before clicking the OK button. (Note: If the proper checkbox is checked for the Chemical Inventory module configuration for your site —see Site Settings—the component product chosen in step 4 will be automatically assigned to the location chosen here.)

6. In the first of the two Quantity fields, type the number of lots you are creating. In the second field, type the quantity of product that each new lot contains and choose the proper unit of measure for this quantity using the adjacent pick list. Click Next.

7. In the Lot Description field, type the description for the new lot(s). Choose the desired Start Lot Transaction Type. Enter the Expiration Date for the new lot(s); if the component product chosen in step 4 has a defined shelf life, a default expiration date will be calculated accordingly. The Transaction Date will default to today’s date; enter a different date if necessary. To assign someone as the owner of the new lot(s), click the Current Owner link to open a pop-up list of users at your site, choose the desired user, and click the OK button in the upper right-hand corner of the list. Click Next.

8. If you are creating only a single lot in this operation, skip to step 9. If you are creating multiple lots, you will have to place them in a collection. To place them in a new collection, type the name for the new collection in the Collection field; to add them to an existing lot collection, leave the Collection field blank and choose the desired collection using the pick list provided.

9. Comply Plus will automatically generate a lot number for each new lot according to the Lot Number Mask defined for your site (see Site Settings). Click the Next button to create your new lot(s).