Create holds by lot number

  1. Click New > Hold by Lot Number. The Lot Holds pop-screen is displayed search view.
  2. Use search to display a list of candidate records to place on hold. Columns available for search include:
    • Owner
    • Item
    • Lot Number
    • Lot Attributes 01-05
  3. Click the More Fields button to display additional search criteria for Lot Attributes 06 – 12.
  4. Click the search icon to display of list of lot records meeting the search criteria.
  5. Select records to place on hold. You can place multiple lot records on hold.
  6. Select a Hold. The same reason code is applied to all lot records previously selected.
  7. Enter a Comment for the hold. This will apply to all lot holds created at this time.
  8. Click Save to create inventory holds for each lot. The pop-up screen closes.
    Note: You can apply multiple hold types to each lot record. If a hold record exists for the Lot and Reason Code, it is not updated. Only new holds are created.