Adding a New Lot
- On the Lots form, select Actions > New.
-
Specify this information:
- Item
- Select the item number in which to assign a lot.
- (Item Description)
- A description of the item is displayed.
- Lot
- Select the lot number to use for the item.
-
Specify this information on the General
tab:
- Purge Date
- Select the date to purge the lot.
- Expiration Date
- Select the date on which you want the system to expire the lot.
- Create Date
- The current date is displayed as the date of creation.
- Vendor Lot
- Specify the vendor lot number for the current lot tracked item.
- Certification Number
- Specify the certification number for the current lot.
- Received Quantity
- Specify the amount of the lot tracked item that has been initially received into inventory. Only the first receipt is recorded.
- On Hand
- The amount on hand of the lot-tracked item is displayed after saving.
- Source Reference
- After saving the lot, the source for how the lot was received into the site is displayed. For example, through an inventory transaction or purchase order.
- Source
- After saving, the source of the lot is displayed. The source on a purchase order is vendor. If the lot was created during a transfer, the source is warehouse. For any other source, this field is blank.
- (Source Name)
- If the source is a vendor, the name of the vendor is displayed.
- Save the record.
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