Preassigning Lots for a Co-job

Use these steps to preassign lots for an item when you create a co-job that includes the item:

  1. In the Items form, specify that the item to be used in the co-job is lot tracked.
  2. (Optional) If you want to use lot number prefixes for this item, click Lot Definition and define the prefix to use. Alternatively, a global prefix can be defined on the Inventory Parameters form.
  3. Create the job using the Co-job Orders form. (This form is available only if you are using the Molding Industry Pack.)
  4. For each item that will use a preassigned lot, select Preassign Lots in the grid.
    Note:  If Preassign Lots is already selected by default for the item on the Items form, you cannot change it here. However, if this field is not selected on that form, then you can select it here. When the job status is changed from Firm, this field is disabled.
  5. Click the Preassign Lots/Serials button and on the form that opens, select the Lots tab.
  6. Specify the number of predefined lots to generate and click Generate Lots. The next sequential lots available for this item are listed. (The Generate Lots button is enabled only if the Generate Lot field is selected in the Inventory Parameters form. If the button is disabled, specify the new lot numbers in the grid.)
  7. Select the ones to use for this order.
  8. Save the co-job order.