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Manufacturing Lots

A manufacturing lot is your own batch of a product: a lot number with, as far as you want to record them, the material charge, test results, attachments, serial numbers and the incoming lots it was made from. Lot transactions link to a lot, so the lot is what carries the traceability. You can create lots here or directly inside a customer transaction.

Where: Lot Transactions > Manufacturing Lots

What a lot can hold

Section

Content

Lot number, Marked, Process

The identity of the lot: the number printed on the documentation, marking and process description.

Status

Draft while you are still working on it, Ready when it can be used. A lot in Draft is hidden from the lot picker when creating transactions.

Bill of Material

The incoming lots (from your suppliers or your own earlier steps) that went into this lot, one per material in the product's bill of material.

Material Charge

Charge number and chemical composition.

Characteristics data

Test results per standard, for example mechanical properties or dimensions.

Attachments

Files on the lot, plus files inherited from the bill of material and from test reports.

Serial numbers, custom fields

Optional; shown when used.

Create a lot

  1. Go to Lot Transactions > Manufacturing Lots and click Create new Manufacturing Lot.

  2. Choose the Product and enter the Lot number. Add Marked and Process if relevant.

  3. Under Bill of Material, the product's materials are listed. If the product has no bill of material yet, add rows with Add item. For each material, click Add lot and pick the incoming lot that was used.

  4. Check Append Options on each row. They decide what travels from the incoming lot to this lot when it is sent to a customer: Append Attachments, Append Characteristics, Append Charge and Append Emission Datasets. The defaults come from Company Settings, Bill of material append settings.

  5. Enter the lot's own data: Register test results under Characteristics data, Add material charge under Material Charge. Link results copies the results from the bill-of-material lots that match the requirements on the product, so you do not retype them.

  6. Set Status to Ready when the lot may be used, and Save. Attachments can be uploaded once the lot is saved.

Work with an existing lot

A saved lot is locked. The bar at the top of the lot holds all actions:

Action

What it does

Edit / Done editing

Unlocks the lot for changes, and locks it again when you are done. Save before locking.

Edit fields

Adds or removes custom fields on the lot.

Send to customer

Creates a customer lot transaction in Ongoing draft with this lot already linked, and opens it. Complete and submit it as described in Create a Customer Transaction or Respond to a Customer Request. Save your changes first.

Trace lot

Shows the lot's chain through the bill of material, back through your suppliers where they share traceability.

Withdraw

Hides the lot from lists so it can no longer be used in processing, assembly or new transactions. Places where it is already used are not affected. This cannot be undone.

Requirements check

When the product has requirements, the lot shows how its results compare:

Result

Meaning

Fulfilled

All mandatory requirements on the product are met. Optional tests without results are ignored.

Failed

At least one result is out of specification, optional tests included.

Requirements are defined on the product; see Set up Product Requirements.