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E1: 42: Selling Lot Controlled Items by the Case (P4210/R42520/R42997/P4205/P4108/P41202) (Doc ID 1489890.1)

Last updated on JULY 21, 2020

Applies to:

JD Edwards EnterpriseOne Sales Order Entry - Version XE and later
JD Edwards EnterpriseOne Sales Order Processing - Version XE and later
Information in this document applies to any platform.


Some products are sold as individual items or by the case. When items are sold by the case, customers typically do not want to receive cases of items created from several different open cases. Broken cases can contain items from different lots with different lot expiration dates. Within a case, all the items should have the same lot number and lot expiration date. For example a customer ordering a case of milk from a dairy does not want to receive 3 gallons with a lot expiration next Friday, 8 gallons with lot expiration three weeks from today and 2 gallons with lot expiration in 29 days.

Similarly, when lot controlled inventory is committed to an order of a full case, it is not desirable to split the order lines into fractions of cases from multiple lots because existing cases have been opened and partial cases with different lot expiration dates exist in the warehouse. In addition to the problem of sending items to a customer from broken cases, there can be a problem with unit of measure conversions errors at shipment confirmation when calculating conversions from single items to cases and vice versa.

There needs to be a way to sell lot controlled items to customers who want full cases as well as customers who want single items while ensuring that customers purchasing full cases receive unbroken cases with all case items coming from the same lot number. This document provides one approach that can be used to satisfy this requirement.




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In this Document
 Understanding the Problem
 Example Solution
 Summary and Conclusion

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