Minimum Version Required: 25.03
Pre-Conditions
A Product with Brands.TTBCategory=Spirit is to be used in a Planned/InProgress Production Order
Products have been Received into inventory on a Purchase
Steps
If a User goes to assign a Spirituous Production Component and sees no available inventory, there could be a few different reasons as to why:
Inventory of this Product has no Proof:
A Product that has a Brand.TTBCategory=Spirit will require all Inventory to have a Proof on it. Proof is recorded when Products are brought in on a Purchase or created through a Production Order. If a User did not record Proof when bringing spirituous inventory in, the system will prevent Users from using that inventory until the Proof has been corrected. This prevents Proof Gallon calculation errors on monthly/quarterly TTB Compliance reporting.
TO FIX: Re-process the Production Order that created the spirituous material, being sure to input Proof accurately when the Order is Completed. If the material came in on a Purchase, Un-Receive the Purchase, correct the Transaction for that spirituous item and re-receive the Purchase in order to record Proof and calculate Proof Gallons.
Product is in Inventory but not available:
A Product that is set to either TrackBatchCodes (TBC), TrackCodeDates (TCD) or TrackVintages (TV) = TRUE will require Bin Lots to be used in Processing. When material is created through a Production Order or Received on a Purchase, if TBC, TCD or TV = TRUE, then Users will have to record a batch, date or vintage to record that layer of inventory.
TO FIX in Non-WMS: Un-Receive the Purchase, enter the required fields, then re-receive the Purchase. If Bin Lots are still not created, make sure the DefaultPickBin set in Default Bins table has a Bin Zone with TrackBinLots=TRUE
TO FIX in WMS: Perform an inventory count by Bin Lot on the handheld. When the inventory is counted, use the Date, Code or Vintage that Product requires as set on its record.
Fields And Definitions
Products.TrackBatchCodes - When set to TRUE, this requires every layer of inventory of a Product to have a Batch Code assigned to it. Users will be unable to interact with inventory of this Product unless a Batch Code has been assigned to that layer of inventory.
Products.TrackCodeDates - When set to TRUE, this requires every layer of inventory of a Product to have a Code Date assigned to it. Users will be unable to interact with inventory of this Product unless a Code Date has been assigned to that layer of inventory.
Products.TrackVintages - When set to TRUE, this requires every layer of inventory of a Product to have a Batch Code assigned to it. Users will be unable to interact with inventory of this Product unless a Batch Code has been assigned to that layer of inventory.
Best Practices
Record Proof on Production Orders as they are closed out
When receiving materials, make sure proof is accurately recorded on the Purchase
Set TBC or TCD = TRUE on all WIP Products since those fields are auto-filled in Production
Only track Batches and Codes where it is necessary for operations to function. Tracking inventory layers adds complexity to receiving and production