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<ManualTopic ID="/baanerp/wh/onlinemanual/000408" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">To set up lot items</Title>
		<Keyword><Level1>Lot items</Level1>
			<Level2>setup</Level2>
		</Keyword>
		<Keyword><Level1>Setup</Level1>
			<Level2>lot items</Level2>
		</Keyword>
	</Header>
	<GeneralSection><SectionTitle>Masks for lot-code generation</SectionTitle>
		<Paragraph>You can allow SSA ERP to generate lot numbers according to a <Link href="/baanerp/tc/glossary/glossary#000300" role="glossary">mask</Link>. For more information, refer to <Link href="/baanerp/tc/onlinemanual/000305" role="manual">To define a mask</Link>.</Paragraph>
		<List><ListIntro>In the <GUIRef href="/baanerp/wh/ltc/whltc0500m000" role="session">Lot Control Parameters (whltc0500m000)</GUIRef> session, set the masks for generated lot codes in the following fields:</ListIntro>
			<ListItem><GUIRef href="/baanerp/wh/ltc/whltc0100s000#whltc000.pumk" role="formfield">Purchase Order Mask</GUIRef>
			</ListItem>
			<ListItem><GUIRef href="/baanerp/wh/ltc/whltc0100s000#whltc000.prmk" role="formfield">Production Order Mask</GUIRef>
			</ListItem>
			<ListItem><GUIRef href="/baanerp/wh/ltc/whltc0100s000#whltc000.gemk" role="formfield">General Purpose Mask</GUIRef>
			</ListItem>
		</List>
		<Note><SectionTitle>Note</SectionTitle>
			<Paragraph>If no mask has been defined in the <GUIRef href="/baanerp/wh/ltc/whltc0500m000" role="session">Lot Control Parameters (whltc0500m000)</GUIRef> session, or SSA ERP cannot find an applicable mask, SSA ERP searches for an applicable mask in the <GUIRef href="/baanerp/tc/ibd/tcibd4505m000" role="session">Mask by Item/Item Group (tcibd4505m000)</GUIRef> session.</Paragraph>
			<Paragraph>If no specific mask can be found, SSA ERP uses the company's default mask.</Paragraph>
		</Note>
	</GeneralSection>
	<GeneralSection><SectionTitle>Lot and serial registration templates</SectionTitle>
		<Paragraph>You can prepare registration templates to determine in which stage of the receipt process or issue process the lots must be registered. For more information, refer to <Link href="/baanerp/wh/onlinemanual/000422" role="manual">How to define lot and serial registration templates</Link>.</Paragraph>
	</GeneralSection>
	<ProcedureSection><SectionTitle>Prepare item data</SectionTitle>
		<ProcIntro><Paragraph>To organize the storage and handling of items in <Link href="/baanerp/wh/glossary/glossary#000343" role="glossary">lots</Link>, and to determine how SSA ERP handles lots, take the following steps:</Paragraph>
		</ProcIntro>
		<Steps><Step><StepTitle>Define the lot item.</StepTitle>
				<Paragraph>Define an item and select the <GUIRef href="/baanerp/tc/ibd/tcibd0101s000#tcibd001.ltct" role="formfield">Lot Controlled</GUIRef> check box in the <GUIRef href="/baanerp/tc/ibd/tcibd0101s000" role="session">Item - General (tcibd0101s000)</GUIRef> session. You can define every type of item defined in SSA ERP as a lot item.</Paragraph>
			</Step>
			<Step><StepTitle>Specify the mask.</StepTitle>
				<Paragraph>If you want to link the item to a specific <Link href="/baanerp/tc/glossary/glossary#000300" role="glossary">mask</Link>, use the <GUIRef href="/baanerp/tc/ibd/tcibd4505m000" role="session">Mask by Item/Item Group (tcibd4505m000)</GUIRef> session. Note that this mask is only used if SSA ERP finds no applicable mask in the <GUIRef href="/baanerp/wh/ltc/whltc0500m000" role="session">Lot Control Parameters (whltc0500m000)</GUIRef> session.</Paragraph>
			</Step>
			<Step><StepTitle>Select additional tracking.</StepTitle>
				<Paragraph>To track the orders by means of which lot items were received or issued, in the <GUIRef href="/baanerp/wh/wmd/whwmd4100s000" role="session">Item - Warehousing (whwmd4100s000)</GUIRef> session, select the <Link href="/baanerp/wh/wmd/whwmd4100s000#whwmd400.lttr" role="formfield">Lot Tracking</Link> check box.</Paragraph>
			</Step>
			<Step><StepTitle>Select the type of lot control.</StepTitle>
				<Paragraph>In the <GUIRef href="/baanerp/wh/wmd/whwmd4100s000" role="session">Item - Warehousing (whwmd4100s000)</GUIRef> session, select or clear the <Link href="/baanerp/wh/wmd/whwmd4100s000#whwmd400.linv" role="formfield">Lot in Inventory</Link> check box. If you clear that check box, SSA ERP applies a limited form of lot control. For more information, refer to <Link href="/baanerp/wh/onlinemanual/000407" role="manual">Lot control (not in inventory)</Link>.</Paragraph>
			</Step>
			<Step><StepTitle>Select registration options.</StepTitle>
				<Paragraph>If you cleared the <GUIRef href="/baanerp/wh/wmd/whwmd4100s000#whwmd400.linv" role="formfield">Lots in Inventory</GUIRef> check box in the <GUIRef href="/baanerp/wh/wmd/whwmd4500m000" role="session">Item - Warehousing (whwmd4500m000)</GUIRef> session, the following options are available to enable registration of lot codes:</Paragraph>
				<List><ListItem><Link href="/baanerp/wh/wmd/whwmd4100s000#whwmd400.ledr" role="formfield">Lot Entry During Receipt</Link>
					</ListItem>
					<ListItem><Link href="/baanerp/wh/wmd/whwmd4100s000#whwmd400.ledt" role="formfield">Lot Entry During Transfer</Link>
					</ListItem>
					<ListItem><Link href="/baanerp/wh/wmd/whwmd4100s000#whwmd400.lisf" role="formfield">Register Lot During As Built</Link>
					</ListItem>
				</List>
				<Paragraph>Note that you must always register lot codes for issues from the warehouse (except issues related to <Link href="/baanerp/wh/glossary/glossary#000304" role="glossary">transfer orders</Link> ).</Paragraph>
				<Paragraph>SSA ERP falls back to these parameter settings if no relevant lot and serial registration template is available. For more information, see also step 6. "Select registration template."</Paragraph>
			</Step>
			<Step><StepTitle>Select registration template.</StepTitle>
				<Paragraph>If you cleared the <GUIRef href="/baanerp/wh/wmd/whwmd4100s000#whwmd400.linv" role="formfield">Lots in Inventory</GUIRef> check box in the <GUIRef href="/baanerp/wh/wmd/whwmd4500m000" role="session">Item - Warehousing (whwmd4500m000)</GUIRef> session, you can also enter a template in the <Link href="/baanerp/wh/wmd/whwmd4100s000#whwmd400.rgtm" role="formfield">Lot and Serial Registration Template</Link> field.</Paragraph>
			</Step>
		</Steps>
	</ProcedureSection>
	<GeneralSection><SectionTitle>Conversion of a non-lot item to lot item</SectionTitle>
		<Paragraph>In general, you can no longer change the lot-control setting after you receive or issue inventory for an item. To convert a non-lot item to a lot item or vice versa, use the <GUIRef href="/baanerp/wh/ltc/whltc1202m000" role="session">Convert (to) Lot Item (whltc1202m000)</GUIRef> session.</Paragraph>
		<Paragraph>In the same session, you can convert an item with <GUIRef href="/baanerp/wh/wmd/whwmd4100s000#whwmd400.linv" role="formfield">Lots in Inventory</GUIRef> = <GUIRef href="" role="manual">Yes</GUIRef> to <GUIRef href="/baanerp/wh/wmd/whwmd4100s000#whwmd400.linv" role="formfield">Lots in Inventory</GUIRef> = <GUIRef href="" role="manual">No</GUIRef>, and vice versa.</Paragraph>
	</GeneralSection>
	<RelatedTopics><SectionTitle>Related topics</SectionTitle>
		<RelTopic><Link href="/baanerp/wh/onlinemanual/000021" role="manual">Lot control</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/wh/onlinemanual/000024" role="manual">How to use lots</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/wh/onlinemanual/000407" role="manual">Lot control (not in inventory)</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/wh/onlinemanual/000421" role="manual">Lot and serial registration templates</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/tc/onlinemanual/000305" role="manual">To define a mask</Link>
		</RelTopic>
	</RelatedTopics>
</ManualTopic>
