Lot Control > Assign Lot Numbers > Assign Lot # by Item

Assignment of a lot number by item is allowed if such lot-controlled item resulted from the following transactions:

•Increase on-hand quantities recorded using the Inventory Adjustment function.

•Assembly of lot-controlled kit inventory items using the Build Kit Items function.

To assign lot numbers for lot-controlled items, perform the following procedures:

1.Access the Assign Lot Number by Item function from the Lot Number group under the Transactions main menu in the Inventory Control module.

2.Enter values on the following fields in the top most area of the function screen:

oWarehouse

Enter in this field the warehouse code where the lot-controlled inventory item is stored.

oBin

Enter in this field the bin code where the lot-controlled inventory item is stored.

oBarcode

You may manually enter an item's barcode or use a barcode scanner to enter values in this field. Once a valid barcode is entered in this field, the corresponding item # is displayed in the Item # field. Note that this field is disabled if the Use Barcode Scanner is not activated. You can activate the Use Barcode Scanner feature in the IC Module Setup function.

oItem #

Enter in this field the number of the lot-controlled inventory item you want to assign a lot number. Once an valid lot-controlled item number is entered in this field, the related item details are displayed in the corresponding fields and the rest of the fields in this function are enabled.

oSpecification

This read-only field shows the lot-controlled inventory item's specification, if any.

oStock U of M

This read-only field shows the lot-controlled item's stock unit-of-measurement.

3.Enter in the Selection Criteria page the criteria for setting the desired lot numbers. Refer to the Selection Criteria Page section for more details

4.In the Review Lot # page you can review, accept or amend the lot numbers and expiration date to be assigned to lot-controlled items in this transaction. For more information, refer to the Review Lot # Page section.

5.When you are ready, click the Save button to save all your settings in this screen; otherwise, click the Cancel button to discard all your entries.

Q. I have recorded the receipt of some lot-controlled inventory items in a purchase order but have not assigned these units with lot numbers upon receipt. When I attempted to assign lot number using the Assign Lot Number by Item function, the warehouse field does not accept any entry and the rest of the fields are all grayed out? What did I miss?

A. For lot-controlled inventory items ordered and received in the Purchase Order module, you must use the Assign Lot Number by Purchase Order option. The Assign Lot Number by Item function must be used only for increase of on-hand quantity of lot-controlled inventory items that is recorded using either the Inventory Adjustment or Build Kit Item function.

Assign Lot # by Item

Assign Lot # by Item

See Also