1. Introduction to Lot Attributes Forrest Mori QAD Item Attributes

2. 2 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 Lesson Objectives Introduction to Lot Attributes

3. 3 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 Regulatory Attributes Introduction to Lot Attributes

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

5. 5 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 Lot Attributes Introduction to Lot Attributes

6. 6 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 Sub lot Attributes Introduction to Lot Attributes

7. 7 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 Lot Attribute Data with Item Attributes Introduction to Lot Attributes

8. 8 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 Lot Attribute Orders and Quality Orders Introduction to Lot Attributes

9. 9 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) Defining Lot Attributes for an Item Introduction to Lot Attributes

10. 10 Item Profile for 04510 Olive Oil Attribute ‘level’ parameter = ‘Lot’ or ‘Sublot’ The Maintain Item Profile collection Introduction to Lot Attributes 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. 11 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 Item Attributes are Inherently Open Introduction to Lot Attributes

12. 12 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 Attribute with Logical Datatype Introduction to Lot Attributes

13. 13 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? Use of Logical Attributes Introduction to Lot Attributes

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

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

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

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

18. 18 Label Master Browse Item Attribute Building Blocks

19. 19 Label Master Maintenance Item Attribute Building Blocks

20. 20 Item Attributes Browse Item Attribute Building Blocks

21. 21 Item Attribute Maintenance Item Attribute Building Blocks

22. 22 Attribute Categories Browse Item Attribute Building Blocks

23. 23 Attribute Category Maintenance Item Attribute Building Blocks

24. 24 Item Attribute Control Item Attribute Building Blocks

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

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

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

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

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

30. 30 Attribute and Profiles Managing Item Attributes

31. 31 Item Profile with only Item Attributes Managing Item Attributes

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

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

34. 34 Profile Attributes Browse Managing Item Attributes Profile Attributes Profile Attributes

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

36. 36 Profile with Item Attribute Level Managing Item Attributes

37. 37 Item Attribute Value and Specification Managing Item Attributes

38. 38 Profile with only Item Attributes Managing Item Attributes

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