How To: Take a Lab Sample

1. Click the magnifying glass, search for QC Documents, and select the related link:

   

2. Find the QC Document to take a Sample from and click the link to open it:

   

3. On the Lab/Samples section, select the Lab Vendor No. and the appropriate Sample Ship-to Address for the Sample:

   

4. On the menu, click Lab / Samples and choose the Prepare External Sample option:

   

5. Enter the Sample Quantity,, the Location and the Bin the sample is being taken from and then click OK:

   

6. A Sample Sales Order will be created. This is a zero-dollar Sales Order that facilitates the shipment of the Sample.

   

7. Open the created Sales Order and scroll down to the Sales Lines. Select a line to re-tag as a Lab Sample and go to Manage/Item Tracking Lines:

   

8. On the Item Tracking Line page, go to Process and choose Create/Reclass Package Lot(s):

   

9. Select the new Tag to reclass the Sample to make sure the For Lab Test Sample option is toggled, the appropriate Required Lab Tests selected and click OK:

   

10. Click Yes to confirm the re-tag:

    

11. The Sample will be re-tagged and is ready to be manifested to the Lab.