Lot and serial statuses
What each lot QC status and serial status means and which actions are available in it.
Lots and serials each carry a status that controls how the material can be used. A lot has a quality status; a serial has both a lifecycle status and a quality status.
Lot QC status
Every lot carries a quality status that signals whether the batch is cleared:
| Status | Meaning |
|---|---|
| Pending | Received, not yet inspected. |
| Approved | Cleared for use. |
| Rejected | Failed inspection; not for use. |
| On hold | Held pending a decision. |
A lot in a non-physical or non-available location (a quarantine bin) is also kept out of availability regardless of its QC status. See Set up locations.
Serial status
A serial moves through a lifecycle as the unit is used:
| Status | Meaning | Typical next steps |
|---|---|---|
| Available | In stock, free to use. | Reserve, consume, ship, or send to inspection. |
| Reserved | Held for an order or job. | Unreserve, consume, or ship. |
| In inspection | Out for quality check. | Approve QC (returns to Available), reject, or hold. |
| Consumed | Used in production. | None. |
| Shipped | Sent to a customer. | Return from customer. |
| Returned | Came back from a customer. | Restore to stock, scrap, or mark damaged. |
| Damaged | Not usable as is. | Scrap, or restore to stock. |
| Scrapped | Written off. | None. |
The following diagram shows how a serial moves through its lifecycle:
Serial QC status
Independently of its lifecycle, a serial carries a QC status (Pending, Approved, Rejected, On hold) managed with the approve, reject, and hold actions. A serial that is on hold or rejected cannot be consumed or shipped.
Where to go next
- For the steps to create and move these, see Track lots and serials.
- To follow a lot's full history, see Trace a lot.