Lot specific conversions enable you to perform a specific inter-class conversion for a given lot. This enables you to establish more granular control over the transactional quantities of a lot. For example, the standard inter-class conversion for a lot controlled item is one gallon equals 15 pounds; however, when you receive a particular lot of the item, 1 gallon equals 16 pounds. You can create a lot specific unit of measure for this instance.

You can create lot-specific unit of measure conversions for on-hand lots or lots with a zero balance. If you create a lot-specific conversion for a lot with on-hand quantities, you can automatically update the quantities in the system to more accurately reflect the on-hand quantity.

You can also view the history of changes made to the lot unit of measure conversion, and the corresponding quantity changes.

To create a lot specific unit of measure conversion:

1. Navigate to the Lot Inter-Class Unit of Measure Conversions window.

2. Enter the item number in the Item field.

3. Enter the lot number in the Lot Number field.

4. Select the destination base unit of measure of the class to which you are converting the unit of measure.

5. Enter the conversion factor by which the source base unit is equivalent to the destination base unit.

   For example, if 16 pounds (source base unit) is equivalent to 1 Gallon (destination base unit), the conversion factor is 16.

6. Optionally, enter an inactive date for the conversion. This is the date when the unit of measure conversion for the lot reverts back to the standard inter-class conversion.

7. Optionally, enter a transaction reason for the conversion. See Defining Transaction Reasons for more information.

8. Save your work.

To update lot on-hand quantities:

1. Select a lot-specific unit of measure conversion.

2. Click Update Quantities on the Lot Inter-Class Unit of Measure Conversions window.

3. Select the Update Type. The available choices are:

   • Update On-Hand Balances: This enables you to enter a new primary or secondary on-hand balance. The system automatically recalculates the other on-hand balance as well as the transaction quantities based on the conversion factor.

   • Recalculate Batch Primary Quantity: The system automatically recalculates the new primary on-hand quantity and process-batch quantity based on the conversion factor. The secondary quantity remains the same. The system automatically updates additional on-hand quantities that the batch transaction did not create. If the lot was yielded only by the batch, then the system does not update the transaction quantities.

   • Recalculate Batch Secondary Quantity: The system automatically recalculates the new secondary on-hand quantity and process-batch quantity based on the conversion factor. The primary quantity remains the same. The system automatically updates additional on-hand quantities that the batch transaction did not create. If the lot was yielded only by the batch, then the system does not update the transaction quantities.

   • Recalculate On-Hand Primary Quantity: The system automatically recalculates the primary quantity based on the conversion factor. The secondary quantity remains the same, and the system updates the transaction quantities.

   • Recalculate On-Hand Secondary Quantity: The system automatically recalculates the secondary quantity based on the conversion factor. The primary quantity remains the same, and the system updates the transaction quantities.

4. Verify the Update Balance check box is selected. If you do not want to update the balance for the row, deselect the Update Balance check box.

5. Review the location and transaction information. These fields are display only: Organization, Rev, LPN Subinventory, Locator Primary Transaction, and Secondary Transaction. You can update the new primary or secondary quantity if you select Update On-hand Balances as the update type.

6. Save your work.

To view lot conversion history:

1. Select a lot-specific unit of measure conversion.

2. Click History in the Lot Inter-Class Unit of Measure Conversions window.

3. View the lot transaction history information. This is a display window, and you cannot make any changes within it. It contains the following information:

   • Audit Reference: The internal system reference number.

   • Reason: The transaction reason for the lot update.

   • Update Type: The type of update performed on the lot.

   • Old Conversion: The standard inter-class conversion rate for the item.

   • New conversion: The lot-specific conversion rate for the lot.

   • Update Date: The day that you updated the lot quantities.

   • Balance Updated: If selected, the system-updated lot on hand balance.

   • Org: Organization where the lot resides.

   • Rev: Item revision for the lot.

   • LPN: LPN where the lot resides if applicable.

   • Subinventory: Subinventory where the lot resides.

   • Locator: Locator where the lot resides if applicable.

   • Previous Primary and Secondary Quantities: The on-hand primary and secondary quantities before the lot update transaction.

   • New Primary and Secondary Quantities: The on-hand primary and secondary quantities after the lot update transaction.

   • Transaction Primary and Secondary Quantities: The primary and secondary transaction quantities.

4. Click View Material transactions to view the transaction information. For more information, Viewing Material Transactions.

5. Close the window when finished.