Trading Unit Functionality
The standard lot number in COSMO Process Manufacturing is split into Lot No. Trading Unit and Trading Unit No. fields. If you enter values in both fields, the values are concatenated and copied into the Lot No. field. These two fields are included in the following processes in COSMO Quality Assurance:
- Incoming Goods Inspection
- Manufacturing Inspection
- Shipment Inspection
- Stability Tests
- Test Incidents
- Retained Samples
- Lot-/Serial No. Administration
- Inventory Overview
- Item Tracing
- 8D Report
- Item Tracking
The usage and tracking of these fields is generally the same as the Lot No. field described in the COSMO Quality Assurance Help. Refer to this Help for further information.
However, there are some cases where additional description is needed to explain the usage of trading units in COSMO Quality Assurance. These are described in the following topics.
In COSMO Process Manufacturing, it is possible to define authorized changes to Trading Unit Numbers in the Action Type field of the QM Permissions page. For more information, see QA Permissions.
Test Plan Setup on Items
COSMO Process Manufacturing provides the ability to test items based on the Lot No. Trading Unit or the Trading Unit Number, as indicated in the Test Plan Setup page, which is accessed on the action bar on the Item Card.
The Item Test Order Options for Test on Lot No. Trading Unit and Test on Trading Unit define the level on which an item should be tested. The COSMO Process Manufacturing options are:
- Test on Lot No. Trading Unit – a test order is created for each lot/trading unit.
- Test on Trading Unit – a test order is created for each trading unit.
If this option is selected and no trading unit is entered in the item tracking, the test will be performed per lot number.
For example, if you post a Receipt with two lots (Lot A and Lot B) the following tests are created, based on the Item Test Order Option:
Test on Lot No. Trading Unit:
Two Test Orders (one for each lot) – Item No. field is populated in the General FastTab, Lot No. and Lot No. Trading Unit No. fields are populated on the Test Plan Source FastTab.
Test on Trading Unit:
Two Test Orders (one for each lot) – Item No., Lot No., Lot No. Trading Unit, and Trading Unit No. fields are populated.
For more information, see Test Plan Setup on Items and Item Variants.
Test Orders and Trading Unit Management
Test destinations, the number of trading units for testing, and the sample size will vary according to the type of item tracking and trading unit handling used in the Test Order. Therefore, the No. of Units field will be based on different fields as described in the following table.
|Item Card||Test Destination||Purchase Line||Receipt Line||Item Tracking Line||Use in Test Order|
|Without Item Tracking||Item||X||Sample size|
|With Item Tracking||Lot||X||Number of trading units per test|
|With Item Tracking and Trading Unit Management||Lot / Trading Unit||X||Number of trading units per test = 1|
Test Order, Test Plan Source FastTab
The Test Plan Source FastTab contains fields that display information about the source document that created the test plan.
The Lot No. Trading Unit and Trading Unit No. fields show the item tracking information to which the test order refers and are populated based on the Item Test Order Option selection in the Test Order Setup for the item (see Test Plan Setup on Items).
The Lot No. field will contain an asterisk (*) where the trading unit number would be if the Item Test Order Option is set to Test on Lot No. Trading Unit because the test order is created for the complete lot for all trading units. Therefore, the Trading Unit No. field will be empty.
If the Item Test Order Option is set to Test on Trading Unit, the Lot No. field will include both lot and trading unit, and the Trading Unit No. field will be populated with the trading unit.
Lot Splitting in Lot-/Serial No. Administration
If – for partial quantities of lots or trading units – data changes are done (such as changes of status, expiration date, entry date and so on) in the Lot-/Serial No. Administration page, a new number for the partial quantity is automatically assigned.
The number assignment for data records containing lot-/trading unit numbers happens according to the logic in the following table.
|Lot No.||Trading Unit No.||Number Assignment|
|X||X||Next trading unit number within the lot for the split quantity. For example, if lot CH001 has trading units 01, 02, and 03, the trading unit for the split quantity would be 04.
The lot number remains unchanged.
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