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6. Client Related Lots

Written by sonia bahri

Updated at June 23rd, 2025

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Table of Contents

6. Client Related Lots
6. Client Related Lots by Sonia Bahri

6. Client Related Lots

Start with 

Mandatory Setup CR.06 - Client Names & Addresses, then

Mandatory Setup CR.22 - Rates (handlings, storage etc)

Mandatory Setup CR.63 Billing Profiles

Mandatory Setup CR.18 Client Arrangements

Mandatory Setup CR.62 Client's Inventory

Mandatory Setup WP.43 GLobal Lot Components

Optional Setup CR.55 Date Codes for Lots (E.g. Julian)

Mandatory Setup WP.44 Define Lot Sets

Mandatory Setup WP.46 Assign Lot Sets to Clients / Products

Change Lot Sets?

Yes

 

No

 
 

MANDATORY SETUP: 

  1. Setup WP.47 Define how to Change Current to New Lot Set (Eg. add new component)
  2. Setup WP.48 Request System to Check Mapping from Current to New Lot Set
  3. Setup WP.49 Print ‘Preview’ Report of New Lots
  4. Setup WP.50 Change the Lots
 

End of Setup and Workflow

 

 

END

client parcels customer lots

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  • 5. Client Related Products
  • 4. Client Related Arrangements
  • 3. Client Related Billing Profiles
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