Sales Order > Customized Kit Items in Sales Order > Assign Lot # to Customized Kit Item

The Assign Lot # to Customized Kit Item function allows you to assign a lot # to kit items in a sales order whose kit formulas where amended. This is a specialized function that caters specifically to assigning lot numbers to kit items that were customized. Kit formulas can be amended only if the kit item is set to customizable in its maintenance record.

To assign a lot # to a customized kit item, perform the following steps:

1.Access the Assign Lot # to Customized Kit Item function from the Lot Number group under the Transactions main menu in the Inventory Control or Sales Order module.

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

oWarehouse

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

oBin

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

oSO #

You may manually enter the sales order # of the customized kit item. Alternatively, click the List box button to select from the list the sales order number. Once a sales order # is selected, the Kit Item Formula window is displayed.

In the Kit Item Formula window, select the kit item that you want to assign a lot #. The kit item's number and other details are then displayed in the respective fields.

oItem #

This read-only field shows the kit item's item number.

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 number. 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.

Assign Lot # to Customized Kit Item

Assign Lot # to Customized Kit Item

See Also