FEFO Lot Assignments

The FEFO (First Expiry First Out) Lot Assignments SuiteApp optimizes the lot assignment process for sales order line items. It assigns lots based on either FEFO or FIFO (First In First Out). If an item is controlled by an expiry date, the assignment follows the FEFO method; otherwise, it uses FIFO.

With this SuiteApp, you can configure each location to operate in one of the following modes:

Commit and Assign: Automatically commit and assign lots to sales order line items at scheduled intervals using a script. Manual lot assignment can also be done via the Add Lot Assignments page. This method accounts for customer shelf requirements and minimum order fulfillment needs.

Assign Lots on Order Fulfillment: Assign lots and fulfill orders through the UI, CSV import, or web services.

Additionally, you can automatically assign inventory to cash sale transactions imported via CSV files.

Note:

The FEFO Lot Assignments SuiteApp supports translation; however, the following user interface elements are not translatable:

• Center links in **Lists > FEFO Lot Assignments**:

1.   Preferences
2.   Add Lot Assignments
3.   Remove Lot Assignments
4.   Assign and Fulfill Orders

• CSV Import – Assign and Fulfill Orders** page’s character encoding list values.

– The first item in the subsidiary list on the following pages:

1.   Add Lot Assignments
2.   Remove Lot Assignments
3.   Assign and Fulfill Orders
4.   FEFO Lot Assignment Messages Report

FEFO Lot Assignments Terminology

• Lot Assignment**: The process of assigning lot numbers to sales order line items (applicable only to lot-numbered items).
• First Expiry First Out (FEFO)**: Assigns lots with the earliest expiry date to sales order line items.
• First In First Out (FIFO)**: Assigns lots in the order they were received.
• Required Shelf Life**: The minimum number of days an item should remain on the customer’s shelf before use or sale, configurable at the item or customer-item level. The customer-item level setting takes precedence if both exist.
• FEFO Shelf Life Group**: A group of items that share a required minimum shelf life.
• Commit Group**: The number of days before the sales order ship date when the SuiteApp first attempts to assign lots.
• Minimum Fulfillment Percentage**: The minimum quantity required for assigning lots, set at the customer level and applied only to locations configured for the “commit and assign” mode.

FEFO Lot Assignments and Supply Allocation Feature

The SuiteApp integrates with the supply allocation feature for inventory and assembly item types. When using the “commit and assign” mode, use supply allocation for all items except lot-numbered ones at locations configured for this mode. For “assign lots on order fulfillment” mode, supply allocation is used for commitments, with automatic lot assignment occurring at the time of fulfillment for lot-numbered items.

Commit and Assign Lots

For locations marked as “commit and assign,” the SuiteApp performs the following tasks:

• Allocates inventory to customer sales orders a specified number of days prior to shipment, allowing for slower-moving items to be allocated earlier and faster-moving items closer to the ship date.
• Assigns item lots based on FEFO for expiry date-controlled items, reducing instances of expired stock. FIFO is used if the item is not expiry date controlled.
• Automatically recurs using a script to assign lots to sales order line items.

Assign Lots on Order Fulfillment

For locations using “assign lots on order fulfillment,” lots can be assigned at the time of fulfillment through:

• The Assign and Fulfill Orders page
• Sales order view mode
• The CSV Import Assign and Fulfill Orders page
• Web services integration

Commitment and Lot Assignment Criteria

• The SuiteApp commits and assigns lots for lot-numbered items, but only commits for non-lot items.
• The sales order’s Location field must be filled at the line level.
• If less than the committed quantity is fulfilled, you must manually allocate the remaining quantity based on expiry dates.
• When using the Intercompany Cross-Subsidiary Fulfillment feature, the Inventory Location column at line level must be filled.
• Commit days and minimum fulfillment percentage do not apply when assigning lots at order fulfillment.
• Sales order line items marked as “Commitment Confirmed” are excluded from further commitment.
• The SuiteApp considers sales orders with these statuses:

1.   Pending Fulfillment
2.   Pending Billing/Partially Fulfilled
3.   Partially Fulfilled

• – If the Expiry Date Required box is checked for an item, the expiration date must be added to the corresponding lots.
• – For kit items, the committed quantity is displayed as a whole number on the sales order page.
• – When there is a difference in units between the order and lot quantities, the SuiteApp converts units up to four decimal places.