IC.11: Life-to-Date Expired Lots Rept

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself.

Business Benefits

Periodically you may have Lots in the system which have become inactive or expired. When you are ready to delete them from the system, it is important to have a printed record of which Lots have expired. This program performs the deletion for you, producing a corresponding report showing which Lots were deleted.

Note: For related documentation and workflows, see IC - Inventory Control.

Usage

Use this job to produce a report showing Lots that have been cleared to a zero balance.

Every Lot that has had its balance reduced to zero since the last Period-end Movement Report will be reported, along with all associated transactions.

Preconditions

The default for removing life-to-date Lot transactions is set up in Field 21 of program WP.90 [Client Definitions].

Field 14 (Lot History Retention) of program CR.18 [Client Arrangements] must have been set to L for life-to-date Lot history.

Subsequent Actions

After acceptance of the report, all transactions for the Lot(s) will be removed. The report should be filed in numerical sequence.

Program Fields and Functions

To review a text version of the field help, click here. Click the button (or press F5) to invoke field help at any time from within the job panel itself.