Recording lot numbers

A Product Extended Lot# Setup record must exist before you can allocate lot numbers to an order. To assign a lot number to a product, the product must be a FIFO product or it must be set up as a lot product in Product Warehouse Product Setup.

Use these instructions to create a lot record:

  1. Select Product > Setup > Extended Lot#.
  2. Click Create.
  3. Specify the product number for which you are creating a lot number.
  4. Specify the warehouse where the product is located.
  5. Specify the lot number.
  6. Click Create & Continue.
  7. Specify an opened date and expire date.
  8. Specify the primary bin location of this lot in the Bin Loc # 1 field, and the secondary bin location in the Bin Loc # 2 field. Specify a number in each position of the field. The sections represent Building/Section/Row/Shelf.
  9. Click Save. The remaining fields are updated when the product is received, transferred, or sold.