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Introduction to Lot Attributes

Introduction to Lot Attributes. Forrest Mori. QAD Item Attributes. Introduction to Lot Attributes. Lesson Objectives. Understand key concepts and facts for Regulatory attributes Lots and lot attributes Sub lot attributes Lot attributes and regulatory attributes

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Introduction to Lot Attributes

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  1. Introduction to Lot Attributes Forrest Mori QAD Item Attributes

  2. Introduction to Lot Attributes Lesson Objectives • Understand key concepts and facts for • Regulatory attributes • Lots and lot attributes • Sub lot attributes • Lot attributes and regulatory attributes • Develop high-level understanding of how to define the attributes for an item that are to be used as lot attributes • Understand issues related attributes and data type

  3. Introduction to Lot Attributes Regulatory Attributes • Limited to • Expire Date • Grade • Assay • Lot attributes linked to and depend on inventory data • Values for inventory lot records for a site, location, and reference • Values are not fixed for a lot and can differ by location • Lot values disappear when inventory records are deleted

  4. Introduction to Lot Attributes Regulatory Attributes for Inventory Detail Regulatory attributes for expire date, grade, assay percentage

  5. Introduction to Lot Attributes Lot Attributes • Lot master records for an item, lot, and domain • Attribute values for lot master records • Lot attributes are independent from inventory lot data • Attribute values for a lot are consistent for that lot across locations and sites • Support for sublot attributes • Independent from regulatory attributes for expire date, grade, and assay

  6. Introduction to Lot Attributes Sub lot Attributes • Lot-sub lot master records for an item, lot, reference, and domain • Attribute values for a lot are consistent for an item, lot, and reference across locations and sites • Inventory reference field must be dedicated to identify a sub lot • Should not be used when reference is used to identify a location, skid, or pallet • Not appropriate when using QAD Warehousing

  7. Introduction to Lot Attributes Lot Attribute Data with Item Attributes • Three points of data entry • Receipt transactions from suppliers on purchase orders • Receipts from production on work orders or a repetitive schedule • Unplanned inventory receipts • Lot attribute orders created by receipt transactions • Quality orders when there are test specifications

  8. Introduction to Lot Attributes Lot Attribute Orders and Quality Orders • Support separation of duties between inventory functions, administrative functions, and quality functions • Configure attributes to streamline, prevent, or permit entry of lot attribute values during purchasing and production receipts • Provision of lot attribute orders and quality orders for maintaining values by appropriate personnel

  9. Introduction to Lot Attributes Defining Lot Attributes for an Item • Setup task to define the attributes that will be tracked as tracked for an item lot • Use of profile collections such as Maintain Item Attributes • Similar workflow as defining item attributes • More attention to the parameters for each attribute (covered in a different lesson)

  10. Introduction to Lot Attributes The Maintain Item Profile collection • Item Profile for 04510 Olive Oil • Attribute ‘level’ parameter = ‘Lot’ or ‘Sublot’ Browse to select and maintain an item profile Browse with attributes for an item profile Optional categories for a profile attribute Preview function to test attribute setup

  11. Introduction to Lot Attributes Item Attributes are Inherently Open • Flexible to define many different attributes with different datatypes and the same label for one characteristic • Requires detailed analysis for an item and its attributes that includes • How each attribute value will be represented • The range of possible values for the an attribute • How the working specification details for the attribute will be expressed

  12. Introduction to Lot Attributes Attribute with Logical Datatype • An attribute defined with a logical datatype • Can have one of two values such as true or false • Values can be expressed with outcomes such as ‘gluten free’ or ‘contains gluten’ • Can be appropriate for representing characteristics that are measured with numeric values such as heavy metals or bacteria

  13. Introduction to Lot Attributes Use of Logical Attributes • Suppose a characteristic for ‘lead’ or ‘cadmium’ is measured by a test that yields integer or decimal data such as ‘3 ppm’ • Discussion questions • When is that characteristic for a lot best expressed with • A single integer or decimal attribute • A single logical attribute • More than one attribute, an integer or decimal attribute and a logical attribute • What are the best applications for logical attributes? • What are the pros and cons of using logical attributes for those items?

  14. Item Attributes: Navigation and Search Maintain Item Profile Collection Item Profile Profile Attributes

  15. Item Attributes: Navigation and Search Execute Item Profile Maintenance

  16. Item Attributes: Navigation and Search Execute Item Profile Attribute Maint

  17. Item Attribute Building Blocks Building Blocks • Label Master • Item Attributes • Attribute Categories • Item Attribute Control

  18. Item Attribute Building Blocks Label Master Browse

  19. Item Attribute Building Blocks Label Master Maintenance

  20. Item Attribute Building Blocks Item Attributes Browse

  21. Item Attribute Building Blocks Item Attribute Maintenance

  22. Item Attribute Building Blocks Attribute Categories Browse

  23. Item Attribute Building Blocks Attribute Category Maintenance

  24. Item Attribute Building Blocks Item Attribute Control

  25. Collection User Interface Tips Collections and Record Locking • Create or modify mode will lock database records • Opening functions from more than one browse in a collection can result in record locking

  26. Collection User Interface Tips Collection Modify and Lock Record Item Profile in ‘Modify’ state Item Profile c Profile Attributes

  27. Collection User Interface Tips Select a Related Detail Record Select an attribute for the Item Profile when in ‘Modify’ state

  28. Collection User Interface Tips Detail Record Locked with Master Press Modify button or double-click the attribute

  29. Collection User Interface Tips Select Full Screen Profile Attributes Tile View selector Full Screen View selector

  30. Managing Item Attributes Attribute and Profiles

  31. Managing Item Attributes Item Profile with only Item Attributes

  32. Managing Item Attributes Tile View of Profile Item Tile View selector

  33. Managing Item Attributes Full View of Profile Item Full Screen View selector

  34. Managing Item Attributes Profile Attributes Browse Profile Attributes

  35. Managing Item Attributes Primary Parameters for Item Attributes • Sequence • Attribute ID • Print • Active • Level • Default Value • UM • Specification

  36. Managing Item Attributes Profile with Item Attribute Level

  37. Managing Item Attributes Item Attribute Value and Specification

  38. Managing Item Attributes Profile with only Item Attributes

  39. Managing Item Attributes Option to Copy Attributes Copy attributes from another item profile or from a test specification

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