Handling Serial and Lot/Batch Numbering—Exercises
IMPORTANT |
If you are a student, it is extremely important that you set up and
work within your own site to maintain your data integrity. If you work
within any other site, you will compromise your own exercise data as well
as the data of other students. Predictable exercise results require
that your data be isolated in your own site. |
Basic Data Setup
Purpose: The purpose of this exercise is to show you how to
set up the basic data required for running serial and lot batch tracking.
Inventory Location
Windows:
Inventory Locations
- Create a picking location.
General exercise for Entering
Inventory Locations
Entering Supplier
Purpose: The purpose of this exercise is to set up the
supplier required for running this particular functionality.
Windows:
Supplier
- Copy the supplier 5010 and give it the ID XX-5010, replacing XX with your initials.
General exercise for Supplier
Basic Data.
Entering Inventory Parts Serial Handled in Inventory
Purpose: The purpose of this exercise is to set
up a part that is serial handled in inventory, required for running this particular functionality.
Windows:
Inventory Part
Part
Supplier for Purchase Part
- Open the
Inventory Part window.
- Create XX38-797 Brakes as an inventory part.
- Enter a picking location on the inventory part as a default location.
- Make sure that the unit of measure is PCS on the General
tab, and that the planning method on the Planning Data tab is
any value other than T, O, or K.
- Fill in other required information and save the record.
- Open the Part window and query for your part.
- Set
up the
conditions for serial tracking by selecting the
In Inventory, At Receipt and Issue, and
After Delivery Serial Tracking check boxes. Specify Manual as the serial
rule, and save the record.
- The part should be bought from supplier XX-5010. Make sure the receive
case is Receive into Inventory.
- Return to the
Inventory Part window.
- Create XX28-654 Engine as an inventory part.
- Enter a picking location on the inventory part as a default location.
- Make sure that the unit of measure is PCS on the General
tab, and that the planning method on the Planning Data tab is
any value other than T, O, or K.
- Open the Part window and query for your part.
- Set up the part to be
serial tracked in inventory and select Automatic as the serial rule.
- The part should be bought from supplier XX-5010. Make sure the receive
case is Receive into Inventory.
General exercise for Manufactured
Inventory Part
General exercise for Purchased
Inventory Part
General exercise for Part
Catalog
Note: Parts can be both serial-tracked and lot batch
tracked. For the purposes of these exercises, these two tracking options are
covered separately.
Entering Inventory Parts Serial Handled At Receipt and Issue
Purpose:
The purpose of this exercise is to set up a part that is serial handled at receipt and issue, required for running this particular functionality.
Windows:
Inventory Part
Part
Supplier for Purchase Part
-
Open the
Inventory Part
window.
-
Create XX38-798 Brakes as an inventory part.
-
Enter a picking location on the inventory part as a default location.
-
Make sure that the unit of measure is PCS on the General tab, and that the
planning method on the Planning Data tab is
any value other than T, O, or K.
-
Fill in other required information and save the record.
-
Open the
Part
window and query for your part.
-
Set up the conditions for serial tracking by selecting the At Receipt and
Issue and After Delivery Serial Tracking check
boxes. Do not select the In Inventory check
box. Specify Manual as the serial rule, and save the record.
-
The part should be bought from supplier XX-5010. Make sure the receive case
is Receive into Inventory.
-
Return to the
Inventory Part
window.
-
Create XX28-655 Engine as an inventory part.
-
Enter a picking location on the inventory part as a default location.
-
Make sure that the unit of measure is PCS on the General tab, and that the
planning method on the Planning Data tab is
any value other than T, O, or K.
-
Open the
Part
window and query for your part.
-
Set up the part to be serial tracked at receipt and issue, and select
Automatic as the serial rule.
-
The part should be bought from supplier XX-5010. Make sure the receive case
is Receive into Inventory.
General exercise for
Manufactured
Inventory Part
General exercise for
Purchased
Inventory Part
General exercise for
Part
Catalog
Note:
Parts can be both serial-tracked and lot batch tracked. For the purposes of
these exercises, these two tracking options are covered separately.
Entering Lot/Batch Handled Inventory Part
Purpose: The purpose of this exercise is to set up the
lot/batch handled parts required for running this particular functionality.
Windows:
Inventory Part
Part
Supplier for Purchase Part
- Open the
Inventory Part window.
- Create XX98-325 Rubber as an inventory part.
- Enter a picking location on the inventory part as a default location.
- Make sure that the unit of measure is PCS on the General
tab, and that the planning method on the Planning Data tab is
any value other than T, O, or K.
- Fill in other required information and save the record.
- Open the Part window and query for your part.
- Set up the conditions for lot tracking by selecting Lot Tracking from the
Lot/Batch Tracking list. For this exercise, make sure that neither the Inventory
Serial Tracking
nor the After Delivery Serial Tracking check box is selected, then save
the record.
- The part should be bought from supplier XX-5010. Make sure the receive
case is Receive into Inventory.
- Return to the
Inventory Part window and create XX-58-585 Wheel
185/55R15 as an inventory part.
- Enter a picking location on the inventory part as default location.
- Make sure that the unit of measure is PCS on the General
tab, and that the planning method on the Planning Data tab is
any value other than T, O, or K.
- Fill in other required information and save the record.
- Open the Part window and query for your part.
- Select Order Based from the Lot/Batch Tracking list and save the
record.
- The part should be bought from supplier XX-5010. Make sure the receive
case is Receive into Inventory.
General exercise for Manufactured
Inventory Part
General exercise for Purchased
Inventory Part
General exercise for Part
Catalog
Note: Parts can be both serial-tracked and lot batch
tracked. For the purposes of these exercises, these two tracking options are
covered separately.
Main Exercise
Purpose: The purpose of this lesson is to understand how
you can work with serial handled parts and lot/batch handled parts.
Windows:
Receive Inventory Part
Purchase Order
Register Purchase Order Arrivals
Part Serials
Receiving into Inventory
- In the Receive Inventory Part window, query for the inventory part
XX28-654, and enter 10 as the quantity received.
- Save your changes. A window appears with the default serial number(s). If
required, you can change the default values.
- Click OK to accept.
-
Repeat step 1-3 for inventory part XX28-655.
-
Open the Inventory Part In Stock window and query for part
XX28-654 and XX28-655. How many serial numbers can be found for part
XX28-654? What is the serial number for part XX28-655? Why is there a
difference between part XX28-654 and XX28-655?
-
Open the Part Serials window and query for part XX28-654 and
XX28-655. How many different serial numbers can be found for part XX28-654
and XX28-655 respectively? Is there a difference? If not, why?
Receiving Purchased Parts into Inventory
Our company wants to buy a quantity of 20 of part XX28-654
and 20 of part XX28-655
from supplier XX-5010.
- Create a purchase order.
- Release the order and make a note of the order number.
- Query for the order in the
Register Purchase Order Arrivals window.
- Receive the order by right-clicking on the order lines and then clicking Receive Order with
Serials.
Receiving into Inventory
- Open the
Receive Inventory Part window.
- Query for the inventory part XX38-797, and enter the appropriate
number received.
- Save your changes. Another window appears.
- Set the serial number(s) or sequence.
-
Repeat step 2-4 for inventory part XX38-798.
Receiving Purchased Parts into Inventory
Our company wants to buy a quantity of 10 of part XX38-797
and 10 of part XX38-798
from supplier XX-5010.
- Create a purchase order for part
XX38-797 and XX38-798
and release it. Make a note of the order number.
- Query for the order in the
Register Purchase Order Arrivals window.
- Receive the order by right-clicking on the order lines and then clicking Receive Order with
Serials.
- Enter a sequence with prefix and suffix for the first five pieces
of part XX38-797. Enter the
remaining five serial numbers manually, and save.
-
Repeat step 4 for part XX38-798.
- Open the Part Serials window. What is the
operational status of the parts?
Receiving into Inventory
- In the Receive Inventory Part window, query for the inventory part XX98-325,
and enter the appropriate number received.
- Enter the lot/batch number in the appropriate column.
Receiving Purchased Parts into Inventory
Our company wants to buy a quantity of 50 of part XX98-325 from supplier XX-5010.
- Create a purchase order and release it. Make a note of the order number.
- Query for the order in the
Register Purchase Order Arrivals window.
- Receive the parts into one inventory location by right-clicking and then
clicking Receive Order.
- Add the lot/batch number in the appropriate column and print an arrival
report. What lot/batch number is stated on the report?
Our company wants to buy a quantity of 30 of part XX-58-585 from supplier XX-5010.
- Create a purchase order and release it. Make a note of the order number
and the order line.
- Query for the order in the
Register Purchase Order Arrivals window.
- Receive the parts into one inventory location by right-clicking and then
clicking Receive Order.
- Print an arrival report. Compare the lot/batch number on the report with
the number on the order and the order line.