FEFO LOT Assignment Suite App

FEFO LOT Assignment Suite App



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FEFO LOT Assignment Suite App



The FEFO (First Expiry First Out) Lot Assignments SuiteApp manages the process of optimal lot assignment to sales order line items.

The lot assignment happens either on a first expiry first out (FEFO) or a first in first out (FIFO) basis.

If the item is expiry date controlled, the assignment takes place on FEFO basis, else on FIFO basis.

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FEFO Lot Assignments Terminology



The following terms are used in FEFO Lot Assignments SuiteApp:



Lot assignment – The process of assigning lots to a sales order line item. Lot assignment applies to only lot numbered items.
First Expiry First Out (FEFO) – Lots with earliest expiry date are first assigned to sales order line items.
First In First Out (FIFO) – Lots that are input first are assigned first.
Required shelf life – Minimum number of days that an item is expected to stay on customer’s shelf before being consumed or sold. Required shelf life can be set at item level as well as at customer item level. If it is defined at both places, the required shelf life defined at the customer item level is used.
FEFO Shelf life group – Minimum number of days that each associated item in the group is expected to stay on customer’s shelf before being consumed or sold.
Commit group – The number of days prior to the sales order’s ship date when the SuiteApp makes the first attempt of lot assignment.
Minimum fulfillment percentage – The minimum quantity that should be available for assigning lots to a sales order line item. This percentage is set at customer level and applies only to lot assignment at the locations marked as commit and assign in the FEFO Lot Assignments preferences

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FEFO Lot Assignments preferences

As part of configuration, we have to set FEFO Lot Preference list, for configuring location. FEFO Lot Assignments preferences are set separately for each location.

To Set Preference, navigate to: List > FEFO Lot Assignment > Preferences > New





| Options                                                           |                                                                                                                                                                    Description                                                                                                                                                                    |
| ----------------------------------------------------------------- | :-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------: |
| Location                                                      |                                                                                                                               Select the location for which you want to apply the FEFO lot assignments preferences.                                                                                                                               |
| Assign Lots on Order Fulfilment                               |                                                                                                                              Check this box to assign lots on order fulfillment for orders for the selected location.                                                                                                                             |
| Validate Expiry Date when Fulfilling from UI                  |

Check this box to validate the expiry date on lots when fulfilling sales order line starts from
• Assign and Fulfill orders page
Assign and Fulfill Orders button in the view mode of the sales order
This check box is available only when Assign Lots on Orders Fulfillment box is checked. |
| Validate Expiry Date when fulfilling from csv or web services |

Check this box to validate the expiry date on lots when fulfilling sales order line starts using
• CSV Import - Assign anf Fulfill Orders page
• Web services integration
This check box is available only when Assign Lots on Orders Fulfillment box is checked.                        |

FEFO Lot Assignment Suite App will not Support Transfer Order

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