Item Card
Lot creation and test-related values are defined on the Item Card; most are described in more detail throughout this training material. This section highlights the significant additions.
Item Tracking FastTab
The fields on the Item Tracking FastTab are described in the following table.
| Field | Description |
|---|---|
| Retest Calculation | Formula of the Retest Date; based on work date unless Expiration Date is entered then calculated from the expiration date. |
| Quarantine Calculation | Formula for the Quarantine Date; based on work date. The quarantine function defines the period of time from Entry Date to Quarantine Date where inventory is not available for inventory postings. It will not be visualized as on hand inventory in this period. |
| Automatic Lot No. Creation | Determines if the lot number is created automatically from the number series with the creation of the production order of the item. |
| Autom. Create Lot No. at Status | Indicates the status of the production order at which the automatic lot number creation should occur. The options are: - Firm Planned: When creating a production order with the status Firm Planned. - Released: When creating a production order with the status Released. |
| Skip Component Release Check | If the Prod. Rel. Comp. Check toggle is turned on in the Lot-/Serial No. Status page, then during output posting, the system will check if item-tracked components are released completely. For some items, it may not be necessary to verify all item-tracking lines. To skip the verification for this item, turn on the Skip Component Release Check toggle. |
| Keep Original Lot No. | Determines if the creation of a new lot number is prevented when using the "Automatic Lot No. Creation" function. - If the toggle is turned on, then the same lot number from previous output is used when no item tracking is entered. - If the toggle is turned off, then a new lot number is created from the lot number No. Series assigned to the item. |
QA FastTab
The fields on the QA FastTab are described in the following table.
| Field | Description |
|---|---|
| Long-Term Storage Condition Code | Indicates an inventory condition for storing the item long-term. For more information, see Inventory Conditions. |
| Inventory (Expired) | Displays the quantity of inventory that has expired. Choose the value to open the Inventory Overview page for further details (see Inventory Overview). |
| Inventory (XX) | Displays the inventory per status for all statuses that have the Show in Inv. List / Item Card checkbox selected in the Lot-/Serial No. Status page. For space reasons, the number of the viewable status-dependent inventory is limited to a maximum of ten. |
Home Menu
The actions on the Home menu are described in the following table.
| Action | Description |
|---|---|
| Copy Item | Opens the Copy Item page, where you can create an item from an existing item. In the Options FastTab, either enter a target item number or a number from a number series is produced automatically. In the Quality Assurance FastTab, you can choose to copy the Item Test Plan Assignment and/or the Customer Item Specification information, along with any other selected area, from the source item to the new item. |
| Apply Template | Applies an item template to a new item using the standard item template functionality. The Item Template page includes some default settings for COSMO Quality Assurance. To adjust the default settings in an Item Template, you can use the Tell Me feature or open the template from the Item Card. |
Quality Assurance Menu
The actions on the Quality Assurance menu are described in the following table.
| Action | Description |
|---|---|
| Test Plan Assignment | Opens the Test Plan Assignment page, in which you can assign Test Plans for the item to different Source Types (such as Sales Order, Production Order and so on). Users are also able to enter vendor-specific or customer-specific test plans. For more information, see Test Plan Assignment on Items and Item Variants. |
| Test Status | Opens the Test Status page, which displays the Current Test Type and the corresponding Current Test No. for the item and its respective vendor. This information is used for determining the Inspection Severity of the next test. This page is populated from the Inspection Severity page. It is based on the test result of the latest processed test order and the resulting evaluation level when finishing the test order. |
| Retain Sample Instruction | If you have the integration with Advanced Manufacturing Suite (AMS), this action is available. For more information, see Retained Samples. |
Actions Menu
The actions on the Actions menu are described in the following table.
| Menu | Action | Description |
|---|---|---|
| Functions | Templates | Opens the Item Templates list that contains the default settings for new items based on different item criteria. The Item Template page includes a Quality Assurance FastTab with default settings for some of the fields on the Item Tracking and QA FastTabs. Additionally, an existing item with needed settings can be set as a template by choosing Functions > Save as Template. |
| Quality Assurance | Customer Item Specifications | Opens the Customer Item Specification page in which you can limit the selection of lots in the Item Tracking Lines page to only the same lot for a specific combination of customer and item/item category. For more information, see Customer Item Specifications. |
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