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Hi everyone,

Context

  • IFS Applications 8 (please see exact update/build if needed)

  • Scope: Purchase receiving lot (Receive Purchase Order), not shop/work order lots.

  • Inventory Part master has Allow Sub Lot checked.

What we see

  • In Lot/Batch Master, the Sub Lot information exists in the UI but appears inactive/not usable in IFS 8.

  • During PO Receipt (Receive Purchase Order), we need to split the incoming Lot/Batch into multiple sub lots (e.g., for nesting/cutting).

What we tried

  1. Verified Inventory Part setup:

    • Tracking: Lot/Batch controlled.

    • Allow Sub Lot = Yes.

  2. Looked for a function in PO receipt / Arrival flows to do Lot Split → couldn’t find one.

  3. Checked Lot/Batch Master: Sub Lot area is visible but not active to create/maintain sub lots tied to the received lot.

Thanks in advance for any IFS 8–specific guidance, documentation pointers, or best practices. 

 

Hi ​@sahango,

Sub Lot functionality is available for Shop Order only, and it is not possible to split lot while receiving the Purchase Order.

Please go through the explanation below about Sub Lot functionality.

About Sub Lots

Reserved lot/batch numbers can be split into sub lots if, for example, you need to split an order into multiple new orders. (Whenever you split an order for a lot-tracked part, you also must split the lot into sub lots.) Sub lots are simply further divisions of a lot or batch. The parent of a sub lot is called a master lot. A lot/batch may be a master to many sub lots, but a sub lot can have only one master lot/batch.

Before you can split lots into sub lots, you must first set the part's sub lot rule to allow sub lots. You also can specify whether the part allows only one lot per production order or multiple lots per production order. (You define both of these rules in the Part record.)

When you allow the system to create the lot/batch numbers for sub lots (such as when you use the Split Lot wizard), each sub lot's lot/batch number will contain the master lot's lot/batch number and a unique ID for the sub lot, separated by a colon. For example, let's say you have a part called Blue Pill and you are manufacturing it in a lot of 10,000, which you have identified with lot/batch number of X1000. You package the Blue Pill lot in 10 different sets, so you want to mark them as distinct sub lots yet still retain their original lot/batch identity. In this case, all ten sets will retain the lot/batch number of X1000, and each set will receive a unique sub lot identity (sub lot 1 through 10, for example). For the example above, lot/batch number X1000 will have sub lots X1000:1, X1000:2, X1000:3 etc.

You can split lots into sub lots using the:

  • Split Lot
  • Batch Balancing functionality and creating multiple orders.

Here are some rules about sub lots:

  • You cannot further divide a sub lot into sub lots.
  • You can specify sub lots that total less in quantity than the original lot/batch. (For example, if the quantity on the master lot/batch was 10, and you divide this master lot into 3 sub lots of 3 each, totaling 9, this is acceptable.)
  • You cannot specify sub lots that total more in quantity than the master lot/batch quantity.

Split Lot

The Split Lot is available from the IFS/Shop Orders pages, including Shop Order Requisition, Shop Order, and the Lots/Batches tab in various pages (such as Shop Order Tracked Structure, and Shop Order Operations Reporting.

This wizard creates one or more sub lots and a new lot/batch master record for each new sub lot. It also updates the lot/batch master for the master (parent) lot, and either creates new lot/batch reservations for the shop order or creates new inventory part location records for the onhand material. The old lot/batch master record will remain, and you will be able to view sub lots created from the master lot/batch in the Part Lot Batch/Sub Lot tab or by selecting the part lot batch record for the sub lot.

Batch Balancing and Creating Multiple Orders

Batch balancing is a method of coordinating lot sizes so that the total quantity of components produced matches the quantity needed for the planned end products. It is required when one component is used for more than one end product.

For example, if you were a maker of paint, you might have several different colors with the same BASE ingredient. Batch balancing enables you to take a requisition for BASE and look at all the open requisitions for paints that use BASE. You could then link them together, make adjustments to the various paint requisitions, and have the system alter the BASE requisition to serve all the paint requisitions now linked to it. You could then release the batch, which would generate orders for all the paint requisitions and the BASE requisition. All orders would share the same order number, but have different release number values. They also would share the same batch balance ID.

When the material involved in the batch balancing session is lot-tracked and you allow the system to generate the lot/batch numbers automatically on the order, all orders will be sub lots of the master order. (The master order is the order that controls all the other orders, and has the lowest release number value. In our example above, this would be the BASE order.) When you release the batch associated with a lot-tracked part, shop orders will be generated and all orders generated from the session will have have reserved sub lots assigned to them.

Following rules apply when releasing a batch balance for a lot-tracked part:

  • The setting for Sub Lots Allowed for the batch balanced part has no impact on the other orders lot/batch generation. It only controls sub lot generation for the part itself as normal.
  • The lot-tracked part uses Order-Based lot tracking. In this case, the lot/batch number for the master order is generated using the normal order-based lot tracking logic, and reserved to the order. All other orders in the batch balance group have their lot/batch information created based on the rules described in the batch balance group part cases below.
  • The lot-tracked part uses regular Lot Tracking. In this case, the master lot/batch will not automatically get a lot/batch no but it can be manually reserved to the requisition before relasing the balance. The other orders in the batch balance group have their lot/batch information created based on the rules described in the batch balance group part cases below.
  • The lot-tracked part does not use lot tracking. No lot-tracking occurs for the master order or the child orders.

Batch Balance Group Part Cases

The child orders are subject to one of the following batch balance group part cases:

  • Child part is not lot tracked. No lot/batch is reserved to the child part's order. It is therefore not a sub lot of the master part's order.
  • Child part is lot tracked (Order-Based or Lot Tracking) and is set to Sub Lots Not Allowed. A lot/batch number may or may not be reserved to the child part's order (per normal functionality). If a lot/batch is reserved to the order, it is not a sub lot of the master part's lot.
  • Child part is lot tracked (Order-Based or Lot Tracking) and is set to Sub Lots Allowed. The lot/batch number reserved for the master part's order becomes the basis for the lot/batch numbers reserved to the child part's order. The system will create the child lot/batch number by using the lot/batch number reserved to the master part's order, followed by a colon and the release number of the child part's order. The lot is not generated based on the order, but on the order number of the master order. If the master part is lot tracked only, i.e. not order based, it' requisition has to be manually reserved before batch balance release.

Hope this helps.

 

Regards

Abdul Rehman

Thanx for detail explanations.

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