Creating Lots by Transfer

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

Create new lots in your system using this method when transferring the lots from one on-site location to another.

This operation requires access to a Start Lot transaction type, a Transfer Out transaction type, and a Transfer In transaction type (see Administration: Transaction Types). In 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), this operation automatically adds:

● A Start Lot transaction for each new lot you create

● One Transfer Out transaction

● One Transfer In transaction

The Transfer Out / Transfer In transactions transfer the lots' total quantity from the product's running balance at the source location to its balance at the destination location.

To create new lots by transfer:

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 Transfer Product to My Location picture.

3. Depending on the definition of the loosely-managed product being transferred and lotted in this operation, click the SDS or Part option and then click the Select a Product link. A pop-up window will show your site’s index of SDSs or parts (depending on which option you chose).

4. In your SDS or part index, find and click the name of the product you wish to choose as the component of your new lot(s). 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 be automatically assigned to your site upon the completion of 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 Source Location (From) link to choose the location from which the product is being transferred. 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.

6. Click the blue Destination Location (To) link to choose the location to which the product is being transferred. Select a location in the location tree as you did in step 5. (Note: If the proper checkbox is checked for the Chemical Inventory module configuration at your site—see Site Settings—the component product chosen in step 4 will be automatically assigned to the selected source and destination locations.)

7. In the first of the two Quantity fields, type the number of lots you are generating. 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 pick list. Click Next.

8. In the Lot Description(s) field, type a description for the new lot(s). Choose the desired Start Lot, Transfer Out, and Transfer In transaction types. 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.

9. If you are only creating a single lot in this operation, skip to step 10. 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.

10. 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). A Transfer In transaction and a Transfer Out transaction will be generated in the transaction history of the lot component product (the one you chose in step 3).