Creating Lot Tracked Inventory Items

For an inventory item to use the system's lot-tracking capabilities, the Lot Track field must be selected at the individual inventory item level.

To create a lot-tracked inventory item:

Open the Items form.
Filter for the item that you want to designate as lot-tracked.
Specify this information on the Controls tab:

Lot Track

Select this check box to mark the item as lot-tracked.

Issue By

Accept the default, which is Lot.
Optionally, specify this information:

Lot Prefix

Specify a prefix for any lot created for this inventory item.

Backflush

If this inventory item can be backflushed, select this check box.

Reservable

If this inventory item can be reserved, select this check box.

Shelf Life

Specify a value in days for how long a lot can stay in inventory before it expires.
Save the record.

Note: When receiving, issuing or creating inventory, all lot-tracked items must be assigned a lot. Inventory can be assigned to either an existing lot or a new lot. Lots can be created by performing any inventory transaction or by adding the new lot using the Lots form.