Adding a New Lot

  1. On the Lots form, select Actions > New.
  2. 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.
  3. 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.
  4. Save the record.
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