Location/Lot (Issue By)

On the Items form, this field determines the order in which material is issued (only when the material is lot tracked). The default setting for this field is controlled by the Issue By field that appears on the Inventory Parameters form.

Note:  If the material is not lot tracked, the system ignores this field.

Also, the system uses this field to determine from which lots and locations items will be picked first during the pick list process. Select Lot to instruct the system to use lots as the default method when issuing items. Select Location to instruct the system to use locations as the default method when issuing items.

The system determines the way a lot-tracked item is to be issued in the following manner:

  • If the Issue By field is set to Lot, the order in which items are pulled is by alphabetic lot first, then by item rank location order within that lot.
  • If the Issue By field is set to Location, the order in which items are pulled is first by rank item location order, then by alphabetical lot order within the location.

The following chart is used to explain this concept.

Rank Location Name Lot Name Qty on Hand Qty on Hand
1 Stock2     10
    Lot 1 6  
    Lot 3 4  
2 Stock     10
    Lot 2 6  
    Lot 4 4  

If the Issue By field is set to Loc, and you need 15 items for an order, the system draws 15 in this order:

  • Stock2/Lot 1 6
  • Stock2/Lot 3 4
  • Stock/Lot 2  5

The Stock2 location is ranked higher than the Stock location, so the system first takes the items from the Stock2 lots, in alphabetical order within the location. Then, the system draws the items from the lot within the next ranked location, again in alphabetical order.

If the Issue By field is set to Lot, and you need 15 items for an order, the system draws 15 in this order:

  • Stock2/Lot 1 6
  • Stock/Lot 2  6
  • Stock2/Lot 3 3

The system takes the items in alphabetical order by lot, ignoring the ranking of the locations.

Note:  If the quantity in the On Hand field on the Items form is greater than zero, you cannot update any of the Lot or Serial fields on this form for the displayed item.

On the Item Lot Locations, Item Stockroom Locations or Reservations for Item forms, the method used to issue the item displays from the Items form.