The locking function is used to reserve stock for specific documents/processes. Stock transactions on locked stocks that would modify one of the parameters defined in the lock are not allowed.

Produmex uses multiple levels of locks:

• Item/ Quality status: The item, the warehouse and the quality status is defined for the lock.
• Batch: The item, the warehouse, the quality status and the BatchID is defined for the lock.
• LUID: The item, the warehouse, the quality status, the BatchID and the LUID is defined for the lock.
• Detail: The item, the warehouse, the quality status, the BatchID the LUID and the location code is defined for the lock.

Locks can be user created or system generated.
System locks will be generated in the following processes:

• adding a batch to a sales order: ‘Batch’ locking,
• pick list proposal generated: ‘Batch’ or ‘LUID’ locking, based on the ‘Stock order by’ setting on the Pick list proposal generator,
• pick list generated: ‘Batch’ or ‘LUID’ level locking, based on the pick list proposal,
• pick list status converted to ‘Ready’ in normal picking: ‘Detail’ level locking,
• after an item has been picked in ad hoc picking: ‘Detail’ level locking,
• Receipt from production flow: ‘Detail’ locking for ingredients to be used,
• Beas-WMS integration: 'Detail' locking for components reserved in Beas.

Note: If the Do Not Lock Stock on Picking option is enabled on the General tab of the Organization Structure, no lock is created for pick list proposals and pick lists generated for sales and transfer documents. Inventory locks are always added for pick list proposals and pick lists generated for production orders regardless if the process is initiated from WMS or Beas.

The stock locked by the user can be linked to a customer or a base document.
There are several ways to create inventory locks manually:

• On the PMX inventory report
  It is possible to create batch or LUID level locking, linked to the customer or the base document on the Inventory report. Click on Locking>Add. On the opening screen select the locking level and the customer, then add the quantity to lock. Select the sales order or sales invoice if needed. Please note: when creating a locking linked to the sales order/invoice, the locked quantity cannot exceed the ordered quantity.
• On the stock allocation screen
• Locking in advance: After the reception a LUID level locking will be created for the customer. Please note: Only products with a quality status that can be shipped will be locked.

Existing locks can be seen on the PMX inventory report. Select a line, then click on Locking > View. On the opening ‘Locked quantity’ screen every lock for the item on the selected line will be listed.