Lot Controlled Planning

Material Pegging, Shelf-Life, Wear, and Prefer Newer/Older Lots

Key Concepts

In PlanetTogether, an Item can be Lot controlled. This means that any material (on-hand quantity or supplies from production or purchases) will be stored in separate Lots rather than together in the warehouse. This enables the system to model Material Pegging, Shelf-Life, and Wear.  

Material Pegging

To enable material pegging, set the item’s LotUsability property to "Controlled" in the Item Details window of the Inventory Plan.

If any demands specify a particular "Lot Code", then on-hand lot or supply will need to specify that same Lot Code to be used by that demand. You can import a lot with a Lot Code already specified. If a Material Requirement specifies a Lot Code, it will only be able to consume material in the lot that matches its Lot Code. Lot Codes can also be specified on Jobs and Purchase Orders.

PlanetTogether MRP will peg generated supplies (Jobs or Purchase Orders) to demands (Material Requirements, Sales Orders, Forecasts) for items whose LotUsability is NOT "Uncontrolled".


Industries such as food, beverage, and chemical, and pharmaceutical often have materials or products that can no longer be used or sold after a specified amount of time has passed since their purchase or production date. PlanetTogether has several tools to help planners and schedulers create schedules that follow limitations related to perishable inventory. 

Shelf-life can be defined for each item and it defines the length of time after the item is produced when it should no longer be used as a job material. To enable Shelf-Life, set the Item’s LotUsability to "ShelfLife" and specify a time span in the Shelf Life field.

The supply from lots will expire and become unusable by demands at the Production date plus the shelf life span. For example, if a job for an item with a shelf life of two weeks is scheduled to finish tomorrow, the material from this job will be unusable two weeks after tomorrow.


The usage of the parts are tracked and may be used to determine whether the parts can be used. To configure Wear, set the item’s LotUsability to "Wear" and specify the maximum number of times a lot can be used in the Material Requirement’s MaxEligibleWearAmount field. The Product field "NumberOfUsagesToBeAdded" will continually update the Wear running total amount.

Prefer Older or Newer Lots

PlanetTogether can be set so that Material Requirements using Lot Controlled items will prioritize the oldest or newest lots. In order to do this, users will need to:

  1. Open the Inventory Plan in PlanetTogether, and click the Manage Inventory button in the toolbar of the Inventory window. Note: These settings must be adjusted from within PlanetTogether, and cannot be imported.
  2. To prefer older lots: In the Lot Allocation Rules tab, check PreferOlderLots checkbox and type "PreferOlderLots" in the Name field. To prefer newer lots: In the Lot Allocation Rules tab, check PreferNewerLots checkbox and type "PreferNewerLots" in the Name field
  3. Set the BaseId field to be a unique number. It will default to 0. This field is used so you can use different rules for individual Material Requirements.
  4. In the Material Requirement Mappings, users will need to import the BaseId value of the allocation rule on the Material Requirement. The field is called "AllocationRule".
  5. Make the item lot controlled by setting the item’s LotUsability in the Item Mappings. Accepted values are "ShelfLife" or "Wear", as specified above.
  6. Specify lot codes for parts going to stock.
  7. Specify the lot codes in step 3 as eligible lots.
  8. Optimize and the parent job will use the oldest or newest as specified by the Lot Allocation Rule

In the sample scenario, if you specified PreferNewerLots the source of supply of the parent job would have been:

Expected Inventory; Supply Details: 1 on 9/30/2019 9:00:00 AM from Job Product J 2 on Resource(s): Resource 1; 1 on 9/30/2019 10:00:00 AM from Job Product J 3 on Resource(s): Resource 1; 1 on 9/30/2019 11:00:00 AM from Job Product J 4 on Resource(s): Resource 1;


Using PreferOlderLots the source of supply is:

Expected Inventory; Supply Details: 1 on 9/30/2019 8:00:00 AM from Job Product J 1 on Resource(s): Resource 1; 1 on 9/30/2019 9:00:00 AM from Job Product J 2 on Resource(s): Resource 1; 1 on 9/30/2019 10:00:00 AM from Job Product J 3 on Resource(s): Resource 1; 

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