Automated Operations with Lot- and Serial-Tracked Items: Implementation Checklist
This topic provides details you can use to ensure that the system is configured properly for processing items with lot and serial numbers.
Prerequisites
Before you begin performing automated operations with lot- or serial-tracked stock items, you should make sure the needed features have been enabled, settings have been specified, and entities have been created, as described in the following table.
| Form | Criteria to Check |
|---|---|
| Sales Orders Preferences (SO101000) form, Inventory Preferences (IN101000) form | Make sure that all necessary settings related to inventory and order management have been specified, as described in Configuration of Order Management: Implementation Checklist. |
| Lot/Serial Classes (IN207000) form, Item Classes (IN201000) form, Stock Items (IN202500) form | Make sure that stock items with lot or serial numbers have been configured, as described in Items with Lot and Serial Numbers: Implementation Checklist. |
| Sales Orders Preferences (SO101000) form, Purchase Orders Preferences (PO101000) and Inventory Preferences (IN101000) form | Make sure that the workflows for automated operations have been configured to fit your company processes, as described in Picking and Packing Operations: Implementation Checklist, Packing Operations: Implementation Checklist, Processing of Transfers: Implementation Checklist, and Counting in Physical Inventory: Implementation Checklist. |
Other Settings That Affect the Workflow
You can affect the workflow of wave picking by specifying the following additional settings:
- To make the system generate lot or serial numbers for processed serialized items automatically, select the Default Auto-Generated Lot/Serial Nbr. check box on the Purchase Orders Preferences (PO101000) form.
- To make the system generate expiration dates for processed serialized items automatically, select the Default Expiration Date on the Purchase Orders Preferences form.
Known Process Limitations
If the Automatic Packaging feature is enabled on the Enable/Disable Features (CS100000) form, a user can process in Pack mode only shipments packed to a single box. The processing of shipments packed in two or more boxes in Pack mode is currently not supported.