Stock >  Quality control >  Lot modifications >  Characteristics change  

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Use the function "Characteristics Change" to modify the title of a lot or sub-lot (if title management is available for the product) as well as the shelf life and expiry date (if expiry management is available) and possible user sections defined on the lot.

The "Lot characteristics change" screen is based on a Lot modification transaction that is notably used to specify what lot information can be modified.

Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

Entry screen

Presentation

A screen is dedicated to the entry of a change slip for lot characteristics. The presentation of the issue note depends on the transaction chosen.

If a single transaction is set up, no choice is offered upon entering the function. Otherwise, a window opens to present the list of transactions likely to be used (the choice can also be restricted using access codes).

Header information

According to the chosen transaction setup, change slips for lot characteristics can be linked to a movement group code, a project code and a movement description.

Movement group: this is a statistical information that will be recorded in the stock journal at the moment of saving the transaction. This movement group is taken from miscellaneous table no. 9. The value given in the transaction setup corresponds to a default value that can/cannot be visualized and/or modified according to the transaction setup (entry field, displayed, hidden).  

Movement description: This is a free text that will be recorded in the stock journal when saving the transaction.

Selecting the lot to process

The lot Characteristics Change function processes one lot or sub-lot at a time. You need to select a product (only products managed by lot can be selected) and then a lot or sub-lot, if sub-lot management is available for the given product.

Selecting a lot subject to a pending validation analysis is not possible and selecting a lot subject to a detailed allocation either.

Lots present in several sites cannot be modified with this function. To modify them, use the function "Lot mass change".

Use the right-button Selection in the lot field to select the required lot or sub-lot.

Changing the selected lot characteristics

Once the lot or sub-lot to process is selected, the values on title information, expiry, and user sections before modification are displayed in the Before left block. These fields cannot be entered.

The After block displays the same fields but they can be entered depending on whether title and/or expiry management is allowed. Any required modification should be entered here.

The transaction setup can also limit the access to lot fields to be modified.

By activating the [Create] button, a slip specific to lot modification and two stock movements can be generated in the stocks journal: an "issue" type movement followed by a "receipt" type movement having the set of modified characteristics of the lot/sub-lot.

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Fields

The following fields are present on this tab :

Block number 1

Enter or select a storage site at which the selected product is active.

The Selection icon (magnifying glass) only suggests products that are referenced in the products-sites table.
  • Entry (field VCRNUM)

The document type, the document number and the document line number are used to identify the origin of the stock movement:

  • Supplier receipt
  • Customer delivery
  • Work order
  • Receipt movement
  • field VCRDES

This is the description of the document.
  • Allocation date (field IPTDAT)

This is the date which is used when posting the movement. It defaults to today's date but can be changed to an earlier date, if the selected date is in an open period in the accounting calendar.

SEEINFO You cannot enter a date later than today's date.

Movement group, initialized by the movement group of the transaction being used.

This field contains the reference of the project for which the information has been entered.
This field is not controlled in a table.

  • In a request for quotes, this field is empty by default.
  • in a purchase order, this field can be initialized by default using the Project reference of the previous line or that of the request for quotes considered.

It is possible to enter a free code or a project code defined in the Project object in the CRM activities module. In this latter case, the user has two possibilities to enter such a code:

  • the first contextual menu, Selection, is used to select a project from a selection list containing all the projects defined in object Projects,
  • the second contextual menu Projects is used to directly access the Projects object, according to the user's authorizations, and then to carry out a selection.

If the order arises from a requirement and this requirement has a project code, the project code of the order will be initialized with this project code.
  • Movement description (field MVTDES)

A free description is entered in this field that will be registered in all the stock transactions associated with the shipment line.
This description is also accessible from the stock issue detail window. If it has been modified by this function, it will be automatically recovered and registered on the shipment line in this field.

Lot

This field indicates the references of the product to process.
  • Lot (field LOT)

This field indicates the lot linked to the stock movement.
  • Sublot (field SLO)

Sub-lot concerned by the stock transaction.

Before

  • Major version (field ECCVALMAJO)

 
  • Status (field ECCSTAOLD)

 
  • Minor version (field ECCVALMINO)

 
  • Supplier lot (field BPSLOTOLD)

 
  • Potency (field POTOLD)

Lot title.
  • Expiration reference (field XREFPEROLD)

Update 8.0.0 and higher:
SEEREFERTTO  This field can be accessed in the Expiry management mode of the product.
This is the reference date (in general, the stock receipt date) used to determine the expiry date with respect to the lead time.

  • Shelf life (field SHLOLD)

SEEREFERTTO
This field can be accessed depending on the management mode used for the product expiry.
Enter the expiry lead time in days or months. It is used in the calculation of the expiry date and use-by date (UBD) of a lot upon stock receipt.
  • field SHLUOMOLD

Scroll-down list used to determine the time unit (day or month) associated with the previous field.
  • Expiration date (field XSHLDATOLD)

Update 8.0.0 and higher:
SEEREFERTTO  This field can be accessed in the Expiry management mode of the product.
The expiry date, defined based on the reference date and shelf life, is displayed.

The expiry date is associated with a lot in stock. It indicates a use-by date for the stock of a product and is controlled in the issue movements:

  • Blocking the consumption of expired stocks (according to the setup of the stock transaction)
  • Respect the "FEFO" order for the issue of lots.

The lots for products not concerned by expiry dates, have an expiry date forced to December 31st, 2999.

  • UBD coefficient (field DLUOLD)

Update 8.0.0 and higher:
SEEREFERTTO  This field can be accessed in the Expiry management mode of the product.
The UBD coefficient is used to calculate, in calendar days, the use-by date lead time of the product, based on the shelf life.
UBD lead time = Shelf life x UBD coefficient.

SEEWARNING  The value of the coefficient must be between 0.1 and 1: the UBD cannot exceed the expiry date.

This UBD lead time is used to determine the use-by date of the product, based on the reference expiry date.
UBD Date = Reference expiry date + UBD lead time.
  • UBD lead time (field DLULTIOLD)

This field cannot be entered. It displays the use-by lead time calculated based on the UBD coefficient.
This lead time is expressed in calendar days.

  • field DLULTIUOMO

This field cannot be entered. The UBD lead time is always expressed in calendar days.
UBD lead time = Shelf life x UBD coefficient.
  • Use-by date (field XDLUDATOLD)

The use-by date (UBD) is the target date for issuing a product.
It cannot be modified. 
UBD = Reference expiry date + UBD lead time.
  • Recontrol lead time (field SHLLTIOLD)

The lead-time of the new control is used on stock receipt. It is used to calculated the new control date based on the reference date. It is entered in days or months.
SEEWARNING The new control date cannot go beyond the limit date of lot use.
  • field SHLLTIUOMO

Scroll-down list used to determine the time unit (day or month) associated with the previous field.
  • Recontrol date (field XNEWLTIDAT)

 
  • field USRFLD1OLD

 

After

  • Major version (field ECCVALMAJ)

 
  • Status (field ECCSTA)

 
  • Minor version (field ECCVALMIN)

 
  • Supplier lot (field BPSLOT)

 
  • Potency (field POT)

Lot title.
  • Expiration reference (field REFPER)

Reference date used in the calculation of the expiry date for a lot in stock. This field is accessible according to the expiry management method in the product record.
  • Shelf life (field SHL)

SEEREFERTTO
This field can be accessed depending on the management mode used for the product expiry.
Enter the expiry lead time in days or months. It is used in the calculation of the expiry date and use-by date (UBD) of a lot upon stock receipt.
  • field SHLUOM

Scroll-down list used to determine the time unit (day or month) associated with the previous field.
  • Expiration date (field SHLDAT)

Update 8.0.0 and higher:
SEEREFERTTO  This field can be accessed in the Expiry management mode of the product.
The expiry date, defined based on the reference date and shelf life, is displayed.

The expiry date is associated with a lot in stock. It indicates a use-by date for the stock of a product and is controlled in the issue movements:

  • Blocking the consumption of expired stocks (according to the setup of the stock transaction)
  • Respect the "FEFO" order for the issue of lots.

The lots for products not concerned by expiry dates, have an expiry date forced to December 31st, 2999.

  • UBD coefficient (field DLU)

Update 8.0.0 and higher:
SEEREFERTTO  This field can be accessed in the Expiry management mode of the product.
The UBD coefficient is used to calculate, in calendar days, the use-by date lead time of the product, based on the shelf life.
UBD lead time = Shelf life x UBD coefficient.

SEEWARNING  The value of the coefficient must be between 0.1 and 1: the UBD cannot exceed the expiry date.

This UBD lead time is used to determine the use-by date of the product, based on the reference expiry date.
UBD Date = Reference expiry date + UBD lead time.
  • UBD lead time (field DLULTI)

This field cannot be entered. It displays the use-by lead time calculated based on the UBD coefficient.
This lead time is expressed in calendar days.

  • field DLULTIUOM

This field cannot be entered. The UBD lead time is always expressed in calendar days.
UBD lead time = Shelf life x UBD coefficient.
  • Use-by date (field DLUDAT)

The use-by date (UBD) is the target date for issuing a product.
It cannot be modified. 
UBD = Reference expiry date + UBD lead time.
  • Recontrol lead time (field SHLLTI)

The lead-time of the new control is used on stock receipt. It is used to calculated the new control date based on the reference date. It is entered in days or months.
SEEWARNING The new control date cannot go beyond the limit date of lot use.
  • field SHLLTIUOM

Scroll-down list used to determine the time unit (day or month) associated with the previous field.
  • Recontrol date (field NEWLTIDAT)

La date de recontrôle est associée à un lot en stock. Elle indique une date d'analyse de la marchandise, une fois le délai de péremption atteint.

SEEINFO Warning The new control date cannot go beyond the limit date of lot use.
  • field USRFLD1

Enter the value of the user field.

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Menu Bar

Use this button to access the detailed stock inquiry for the product and lot being processed.

Menu Bar

Option / Transaction

Use this button to view the setup of the lot modification transaction used.

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation