Production of Lot- or Serial-Tracked Items: General Information

MYOB Acumatica Manufacturing Edition provides you with the ability to record the production of lot- or serial-tracked items and the usage of lot- or serial-tracked materials in production, as described in this topic.

For more information about lot- or serial-tracked items, see Items with Lot and Serial Numbers: General Information.

Learning Objectives

In this chapter, you will learn how to do the following:

Preassign lot or serial numbers to produced items
Assign the lot or serial numbers of the produced item to the lot- or serial-tracked materials used for this item
View the hierarchy of lot or serial numbers for produced items

Applicable Scenarios

You track the production of lot- or serial-tracked items in the following cases:

When you want the units of items to be traceable through the whole lifecycle, from production to the people who consume or use the units of the item
When you guarantee the quality of produced items, with replacement if the customer is not satisfied, and thus need these numbers to track quality issues and ensure that the items were produced by your organization
When you produce items with expiration dates
When you organize the produced items in lots

Assignment of Lot or Serial Numbers to Produced Items

Depending on the lifecycle of the lot- or serial-tracked items that your organization produces, you can assign lot or serial numbers to items at the following stages:

After the item is produced and moved to stock, such as when you sell the item: You assign the lot or serial number when receiving the item in a warehouse or shipping the item for a sales order. For details, see Items with Lot and Serial Numbers: General Information.
Before the item is produced: You assign the lot or serial number before you release a production order. For details, see the Preassignment of Lot or Serial Numbers to Produced Items section below.
Also, during the processing of production transactions, you can assign the lot or serial numbers of produced items (which have been preassigned) to lot- or serial-tracked materials. For more information, see the Assignment of Parent Lot or Serial Numbers to Materials section below.

Preassignment of Lot or Serial Numbers to Produced Items

To assign lot or serial numbers to the units of a produced item in a production order, on the Production Order Maintenance (AM201500) form, you do the following:

Create a production order for the lot- or serial-tracked item.
On the General tab, make sure that the Allow Preassigning Lot/Serial Numbers check box is selected.
Note:
The system copies the state of this check box from the settings of the production order type selected in the Order Type box.
If the item is serialized, on the Line Details tab, add a row for each unit of the item to be produced, and specify its serial number in the Lot/Serial Nbr. column. When you finish entering this data, the number of rows on this tab must be equal to the Qty. to Produce value on the General tab.
Tip:
If the Auto-Generate Next Number check box is selected on the Lot/Serial Classes (IN207000) form for the serial class assigned to the item, the system generates the needed quantity of serial numbers automatically when you save your changes to the production order.
If the item is tracked by lot, on the Line Details tab, add one row for each lot number (and enter this number in the Lot/Serial Nbr. column) to which units are assigned, and specify the quantity of units to which this lot number is assigned. The total sum in the Quantity column of all rows must be equal to the Qty. to Produce value on the General tab.

You can release the production order only when you have assigned lot or serial numbers to all units of the produced item. Otherwise, the system displays an error message and does not release the order.

Assignment of Parent Lot or Serial Numbers to Materials

You can assign the lot or serial number of the item being produced (the parent item) to lot- or serial-tracked materials when processing production transactions. You can also set up the system so that it verifies that the parent lot or serial number has been assigned to materials. To do this, you select the needed option in the Require Parent Lot/Serial Number box of the Production Order Maintenance (AM201500) form as follows:

If you do not want the system to verify that the lot or serial numbers of a parent item have been assigned to lot- or serial-tracked materials, you select Never. With this option selected for the production order, you still can assign the parent lot or serial numbers to materials on the Materials (AM300000) or Late Assignment(AM312000) forms, but the system does not require this.
If you want the system to verify that the lot or serial numbers of a produced item have been assigned to lot- or serial-tracked materials when a user releases a material transaction on the Materials form, you select On Issue. The system will not release the transaction until the user assigns the lot or serial number of the produced item to each material. For more information, see the Assignment of Parent Lot or Serial Numbers on the Issue of Materials section below.
Note:
With this option, backflushing of lot- or serial-tracked materials is not supported, because this setting requires a lot or serial number to be assigned to the parent item at the moment when the materials are issued.
If you want the system to verify that the lot or serial numbers of a produced item have been specified for lot- or serial-tracked materials before users move the produced items into stock (by releasing the appropriate transaction on the last operation), you select On Completion. For details, see the Assignment of Parent Lot or Serial Numbers to Materials on Completion section below.

For a production order type, you can also specify the default option in the Require Parent Lot/Serial Number box on the Production Order Types (AM201100) form; the system will initially insert this option for each production order of the type.

Assignment of Parent Lot or Serial Numbers on the Issue of Materials

To assign the lot or serial numbers of the item being produced to lot- or serial-tracked materials when you issue materials for a production order—which you do when the On Issue value is specified in the Require Parent Lot/Serial Number box of the Production Order Maintenance (AM201500) form for the production order—you do the following:

On the Materials (AM300000) form, add the materials required for producing the lot- or-serial tracked item for a particular production order.
Click the row with the lot- or serial-tracked material, and click Line Details on the table toolbar. The system opens the Line Details dialog box.
If the material is serialized, add a row in the dialog box for each unit of the material item and either specify its serial number in the Lot/Serial Nbr. column or make sure that the serial numbers have been generated automatically, depending on the settings of the serial class.
If the material is tracked by lot, add one row for each lot number to which units are assigned and specify the quantity of units to which this lot number is assigned.
In the Parent Lot/Serial Nbr. column, specify the lot or serial number of the parent item to be assigned to each row.
Click OK to save the changes and close the dialog box.
Release the material transaction by clicking Release on the form toolbar.

If you do not assign the lot or serial numbers of the parent item to any lot- or serial-tracked materials, the system displays an error message and does not release the transaction.

Workflow of the Assignment of Parent Lot or Serial Numbers to Materials on Issue

For preassigning lot or serial numbers to parent items and assigning parent lot or serial numbers to materials on issue of the materials, the typical process involves the actions and generated documents shown in the following diagram.

Assignment of Parent Lot or Serial Numbers to Materials on Completion

To assign the lot or serial numbers of the item to be produced to lot- or serial-tracked materials before you record movement of the produced parent item to stock—that is, when the On Completion value is specified in the Require Parent Lot/Serial Number box of the Production Order Maintenance (AM201500) form for the production order—you do the following:

On the Materials (AM300000) form, release the material transaction with the materials required for producing the item in a particular production order, including the lot- or serial-tracked materials.
On the Labor (AM301000) or Move (AM302000) form, record the movement of the produced items between the operations involved in production, except the last operation.
When you record the movement of the produced items for the last operation on the Labor or Move form, click Late Assignment on the table toolbar to open the Late Assignment (AM312000) form.
Assign the parent lot or serial number to each material as follows:
1. In the Lot/Serial Nbr. box of the Summary area, select the lot or serial number of the parent that will be assigned to materials.
2. In the Unallocated Components table, click the material row to be assigned.
3. On the form toolbar, click Allocate. The system assigns the lot or serial number to the material and moves the material row to the Allocated Components table.
4. Repeat the previous subinstructions for each material to be allocated to the lot or serial number you have selected in the Lot/Serial Nbr. box.
When you have allocated all needed materials to parent lot or serial numbers, open the Labor or Move form, and release the transaction for the last operation.

Workflow of the Assignment of Parent Lot or Serial Numbers to Materials on Completion

For preassigning lot or serial numbers to parent items and assigning parent lot or serial numbers to materials on completion of a production order with the parent items, the typical process involves the actions and generated documents shown in the following diagram.