R12 Lot and Serial Control

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 Objective

After completing this module you should be able to do the

following:
• Understand lots
• Explain parent and child lots
• Explain shelf life and lot actions
• Explain grade control
• Understand serial control
• Explain lot and serial genealogy
• Understand how to use the lot and serial reports
• Understand how to implement the lot and serial profile
options
• Recognize implementation considerations

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 Lot Control Overview

Lot controlled item Item without lot control

Item AS3339 Item AS1129

Lot# C1498

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 Child Lots

Parent lot Child lot

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 Setting up Lot Control
(Organization Parameters)

Organization parameters
• Lot control uniqueness
• Lot generation
• Child lot generation control
– Format validation
– Copy lot attributes
• Auto create lot UOM conversion
• Allow different lot status

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 Lot Number Uniqueness

Not Set to Across Items Set to Across Items

Within Across Within Across

Organization Organizations Organization Organizations

Item AS100 Item AS100 Item AS100 Item AS100

Lot LN100 Lot LN100 Lot LN200 Lot LN400

Item AS101 Item AS101 Item AS101 Item AS101

Lot LN100 Lot LN100 Lot LN300 Lot LN600

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 Setting up Lot Control
(Item Attributes)

• Lot control (Full Control) • Child lot enabled

– Starting prefix and number – Format validation
– Maturity and hold days – Copy lot attributes
• Lot Expiration (Shelf Life) • Grade control
– Shelf life days – Grade
– Retest interval
– Expiration action interval
and action

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 Managing Lots

Assigning Lots Maintaining Lots

• Pre-assign on lot master • Update lot expiration date
• Assign during transactions • View lot information
• Add quantities to existing • View supplier lot
lots information
• Split inventory receipts into
several lots

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 Expired Lots

Item: AS2005

X Lot: C3100
Lot expiration action: Dispose

Item: AS2005

X Lot: C3102
Lot expiration action: Retest

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 Disabled Lots

X
Item CS100 Item CS100
Lot S246 Lot S247
Disabled Active

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 Lot Number Purging

• You can purge all lot transaction information from your

current organization. The transactions must be in
closed accounting periods.
• Purging lot transactions eliminates information used in
lot reports and inquiries.

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 Cycle Counts Under Lot Control

• The cycle count listing includes the lot numbers of the

items to be cycle counted.
• You must assign lot numbers to all items under lot
control for which you enter counts.
• If there is a difference between the cycle count quantity
and the system on-hand quantity, Oracle Inventory
adjusts the item quantity in that lot.

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 Physical Inventory Under Lot Control

• Oracle Inventory includes the lot numbers of the items

to count in your physical inventory when generating
tags.
• You must assign lot numbers to all items under lot
control for which you enter counts in the Physical
Inventory Tag Counts window.
• If there is a difference between the count quantity and
the system on-hand quantity, Oracle Inventory adjusts
the item quantity in that lot.

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 Serial Number Overview

Serial Controlled Items

Item AS5222 Item AS5222

Serial #5847329 Serial #3798490

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 Generating Serial Numbers

Item AS5222 Item AS5488

Serial #5847329 Serial #005363
Predefined At inventory receipt

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 Serial Uniqueness

Within items Within an organization Across organizations

Item AS100
Serial SN100

Item: AS101 Item: AS100

Serial: SN101 Serial: SN100 Item: AS101 Item: AS100
Item AS101
Serial SN100 Serial: SN101 Serial: SN100

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 Maintaining Serial Numbers

• You can use the Serial Numbers window to update

supplier information associated with your serial
numbers.
• You can view all the serial numbers you created in your
current organization.
• You can view location and status information and
update supplier information associated with your
serialized units.

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 Lot Genealogy

Item: OJ100
Lot: Juice100

Item: CM600
Item: CM200
Lot: OR500
Lot: SR100
Item: CM300
Lot: WR100

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 Serial Genealogy

Item:AS100
Serial: SN100

Item: CM100
Item:CM400
Serial: SN200
Serial: SN500
Item:CM300
Serial: SN400
Item: CM200
Serial: SN300

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 Lot and Serial Reports

Report Description

Lot Transaction Register
Expired Lots Report
Serial Number Transaction Register
You can use this report to audit lot
transactions for a specified time
interval, for a range of dates, for
ranges of items or categories, of for
other criteria.
You use this report to isolate lots that
are about to expire, find expired lots,
and find serials assigned to expired
lots.
You can use this report to audit serial
number transactions for a specified
time interval, location or group of
locations, reason or group of reasons,
or other criteria.

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 Lot and Serial Reports (Cont)

Report Description

Lot Inventory Report This reports provides you with an

overview of item lots, quantities, and
lot statuses in all or the selected
subinventories and locators within
the organization.
Lot Master Report This report provides you with an
overview of the information you set
up in the lot master. You can run this
report for a specific item, or all items
in the organization
Grade History Change Report This report enables you to view all of
the grade changes made during a
given time period for a particular item
within an organization. 　

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 Lot and Serial Reports (Cont)

Report Description

Serial Number Detail Report
Vendor Lot Trace Report
Use the Serial Number Detail report to
print information about current
serialized units of inventory items.
The vendor lot trace report enables
you to view the lot number, and
associated vendor lot number for an
item.

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 Profile Options

Profile Option Description

INV:Genealogy Prefix or Suffix You use this to determine if and how

INV: Target Preferred Grade
INV: Genealogy Delimited
INV: Validate Returned Lot
the item number is displayed on the
Object Genealogy form.
Determines whether data for picking
and reservations must be filtered to
match the preferred grade that is
defined on the order line.
Allows you to pick the character that
appears between the item name and
lot number in the genealogy tree.
This profile option determines
whether a component lot that is
returned from WIP should be
validated against lots that are issued
to the same job.

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 Profile Options (Cont)
Profile Option
INV: Validate Returned Serial
INV: Restrict Receipt of Serials
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Description
This profile option determines
whether component serials that are
returned from WIP should be
validated against serials that are
issued to the same job.
Indicates whether the system
performs two validation checks for
serial numbers Oracle Work in
Process uses. This profile option also
indicates if you can re-receive a serial
number via an RMA receipt for an
item with serial control set at sales
order issue.
 Implementation Considerations

• Do you need to implement lot control for an item?

• Does the lot expire?
• Do you need to retest the when it expires?
• Do you need to perform a specific action when the lot
expires?
• Do you consume an item over time and need to
implement child lot control?
• Do you need to pre-generate lots or can you generate
lots during transactions?
• Do your lots have specific grades?

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 Implementation Considerations (Cont)

• Do you need to track individual instances of each item?

• Do you want to predefine serial numbers, track them at
inventory receipt, or at sales order issue?
• Do you want serials to be unique within items, within an
organization, or across all organizations?

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 Summary

After completing this module you You should now be able

to do the following:
• Understand lots
• Explain parent and child lots
• Explain shelf life and lot actions
• Explain grade control
• Understand serial control
• Explain lot and serial genealogy
• Understand how to use the lot and serial reports
• Understand how to implements the lot and serial profile
options
• Recognize Implementation Considerations

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