Sales Order Pegging with Lot Control

Key Concepts

When importing Firm Jobs into PlanetTogether, you can specify which Jobs should supply the Sales Order by setting a Lot Code. If any demands (e.g., Sales Order) specify a particular Lot Code, then the supplying Job must have the same Lot Code used by that demand.

Setting Up

There are a few components to configure to peg jobs to sales orders.

Items and Inventory

  1. The Items must be Lot Controlled
    1. Item.LotUsability must be set to "Controlled" or "ShelfLife"
  2. When Items are Lot Controlled, the default OnHandQty field cannot be used.
    1. Inventory.OnHandQty must be set to "0".

Sales Order

  1. Set the Allowed Lot Code on demand.
    1. SalesOrderLineDistribution.AllowedLotCode

Job Product

  1. Set the Lot Code on the Product of the supplying Jobs
    1. Product.LotCode

Note: This method of job pegging provides no visual indication of which Job is pegged to each Sales Order on the Gantt. Users can check which job is supplying sales Orders under the "OrderNumber" column in the Jobs view. The Order Number corresponds to the Sales Order Name.