Recording lot numbers

A Product Extended Lot Number Setup record must exist before you can allocate lot numbers to an order. To assign a lot number to a product, the product must be a FIFO product or it must be set up as a lot product in Product Warehouse Product Setup.

Use these instructions to create a lot record:

  1. Select Product > Setup > Extended Lot Number.
  2. Click New.
  3. Specify the product number for which you are creating a lot number.
  4. Specify the warehouse where the product is located.
  5. Specify the lot number.
  6. Click Save.
  7. Specify this information:
    Opened
    Specify the date the lot quantities are available for sale.
    Expire
    Specify an expiration date for products that have a limited shelf life.
    Bin Location #1 and #2
    Specify the primary bin location of this lot in the Bin Location # 1 field, and the secondary bin location in the Bin Location # 2 field. Specify a character in each position of the field. The sections represent Building/Section/Row/Shelf.
    Available
    Specify the total quantity available for sale. For linear cut lot products, you should also manually create cut pieces in the Cuts tab to match the available quantity specified here.
  8. Click Save. The remaining fields are updated when the product is received, transferred, or sold.
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