Set up pooling lot aggregation templates

You can set up pooling lot aggregation templates to determine how the system should summarize or aggregate multiple settlement lines into one pooling line. You can define the aggregation by selecting which global lot attributes should be considered, typically defined per product group. For example, when aggregating settlement lines with apples, the variety of the apples is relevant, but the country of origin is not. Here, you will select the global lot attribute representing the variety of apples.

You can apply a pooling lot aggregation template to a pooling template or on the Calculate Settlement page. For more information, see Set up pooling templates or Create and run a settlement.

The following procedure outlines how to create and define a pooling lot aggregation template.

1. Select the Search icon , enter Pooling Lot Aggregation Templates, and then choose the related link.
   The Pooling Lot Aggregation Templates list page opens.

2. Select New.
   The Pooling Lot Aggregation Template page opens.

3. On the General FastTab, enter the required information in the following fields:

   Field	Description
   Code	Enter the code to identify the pooling lot aggregation template.
   Description	Enter the description of the pooling lot aggregation template.
   Source Type	Select the type of source: Lot Attribute or Item Category.
   Lot Attribute Name	Select a lot attribute. This field is editable when you have set the Source Type field as Lot Attribute.

4. On the Attribute Values FastTab, you can add lot attributes and select the corresponding values, which were set up on the Advanced Attribute Setup page.

   Note

   • This FastTab is visible only when you have set the Source Type field as Lot Attribute.
   • You can select attribute values associated with the selection made in the Lot Attribute Name field.

5. On the Item Categories FastTab, you can add item categories and select the corresponding values, which were set up on the Advanced Attribute Setup page.

   Note

   This FastTab is visible only when you have set the Source Type field as Item Category.