Assign Quantities to Lots / Add Floating Quantities (D)

Before you can assign quantities to lots, you must set up the Schedule Items register and create the Lots. Quantities with a Lot reference are known as Lot Quantities. In some cases, the quantities do not have a Lot reference and these are called Floating Quantities. 

Lot-based Quantities can be added from the Lot Register or Quantity Register. Floating Quantities can only be added from the Quantity Register.

Relevant Links:

Quantities Register 

Add Schedule Items (D)

Create Lots (D)

Method 1: From the Lot Register (Lot Quantities only)

1. Navigate to the Lot Register.

2. Select the relevant Lot, and double-click on "Quantities" under the Related Items on the right.

Tips:

If you can't see the "Related Items", click on the "Views" tab, then "Show Related Items".

If you have many Checklists in your register, use filters to help you identify the Checklist.  Make sure you click "Apply" after you select your filter options to apply your filters.

3. Select the schedule item to be linked. Click on the "Link Selected" tab.

4. Complete the followings:

• Type - By default, Lot Quantity is selected ( Note: Selecting Floating Quantity will not work here, refer to Method 2 below).
• Schedule Item - The linked Schedule Item ( from Step 3) will appear here. ( Tip: Click on the three dots on the left to edit).
• Lot - Select the relevant "Lot" from the dropdown list
• Description - Not required for Lot Quantity
• Quantity – Enter the quantity manually (Alternatively, use the blue tabs to set the full schedule quantity or the remaining schedule quantity).

Click "OK".

5. You can now view the linked Quantity in the Lot register, as well as in the Quantity Register (under Payment menu).

Method 2 – From the Quantity Register (Lot Quantities and Floating Quantities)

1. Navigate to the Quantities register

2. Click on "Add Quantity" on the bottom toolbar (or under "Operations" on the top toolbar)

3. Complete the followings:

• Type - Select the "Lot Quantity" or "Floating Quantity"
• Schedule Item - Select and link the relevant schedule item
• Lot - Select the relevant "Lot" from the dropdown list
• Description (For Floating Quantity only)- Add a description for the Floating Quantity
• Quantity – Enter the quantity manually (Alternatively, use the blue tabs to set the full schedule quantity or the remaining schedule quantity).

Click "OK".

4. You can now view the added quantity in the Quantity register. For Lot Quantity, this can also be viewed in the Lot Register.