Supply Chain › Reachable by link

Item · Lot & Serial Control

The POLICY. Whether lots and serials are demanded, how they are formed, and what may not move without them — which is what turns traceability from an intention into a control.

Where to find it

Module: Supply Chain
Group: More
Section: Reachable by link
Screen: Item · Lot & Serial Control

Address in the console: /scm/item-traceability

List · 10 columns · 22 fields on its form · 1 of them required

This screen carries no tile on the module page. It is reached from the record it belongs to, from a saved view, or by its address.

What the list shows

These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.

Column	Kind	Field name
Item	Code	`item_no`
Name	Text	`item_name`
Lot	Status	`lot_control`
Serial	Status	`serial_control`
Shelf life	Number	`shelf_life_days`
Enforced on ship	Yes or no	`enforce_on_ship`
Genealogy	Yes or no	`track_genealogy`
Recall class	Status	`recall_class`
In force from	Date	`effective_from`
Until	Date	`effective_to`

The form

What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.

Field	Type	Choices	Notes
Item required	Choice	Looked up from existing records
Applies in	Choice	Looked up from existing records	Leave empty and it applies company-wide. Choose a business unit and it overrides the company-wide row there — which is how one item behaves differently in two plants.
Lot control	Choice	none, full, at_receipt, at_completion, optional
Lot prefix	Text
Lot numbering	Choice	manual, automatic, supplier, production_order, date_based
Lots may be split	Yes or no
Lots may be merged	Yes or no
Shelf life control	Choice	none, shelf_life_days, user_defined, supplier_expiry
Shelf life (days)	Number
Warn this many days before expiry	Number
Serial control	Choice	none, at_receipt, at_completion, at_issue, at_sale, predefined
Serial prefix	Text
Serial numbering	Choice	manual, automatic, supplier, manufacturer
Enforce on receipt	Yes or no
Enforce on issue	Yes or no
Enforce on shipment	Yes or no
Enforce on return	Yes or no
Track genealogy	Yes or no		What a recall walks. Off, and a recall is a spreadsheet exercise.
Track after it has shipped	Yes or no
Recall class	Choice	class_i, class_ii, class_iii, none
In force from	Date		The date this version of the row takes effect. Leave it as today unless you are dating a change ahead.
Until	Date		Leave empty for open-ended. Setting it ends this version rather than deleting it.

The rules that apply here

Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:

Narrowing a list — search, conditions, sort, totals, export and saved views.
What may be changed — the five grounds a record may not be edited on.
Companies and business units — what the switcher above this list is doing to it.
Creating a record — required fields, where choices come from, and how the number is allocated.
Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.

Beside it in Reachable by link

Walk through this screen step by step