Preassigning Lots for a Purchase Order

Use these steps to preassign lots for an item in a PO:

  1. In the Items form, specify that the item to be used in the PO.
  2. (Optional) If you want to use lot number prefixes for this item, click Lot Definition and define the prefix to use. Alternatively, a global prefix can be defined on the Inventory Parameters form.
  3. Create the purchase order using the Purchase Orders form. (The Preassign feature is not available on the Purchase Orders Quick Entry form.)
  4. In the Purchase Order Lines or Purchase Order Blanket Lines/Releases form, for each line item that will use a preassigned lot, select Preassign Lots.
    Note:  If Preassign Lots is already selected by default for the item on the Items form, you cannot change it here. However, if this field is not selected, and if Qty Shipped is zero, then you can select Preassign Lots here.
  5. In the Purchase Order Lines or Purchase Order Blanket Releases form, select the Lots tab.
  6. Specify the number of predefined lots to generate and click Generate Lots. The next sequential lot numbers available for this item are listed. (The Generate Lots button is enabled only if the Generate Lot field is selected in the Inventory Parameters form. If the button is disabled, specify the new lot numbers in the grid.)
  7. Select the ones  to use for this PO.
  8. Save the PO line/release record.
Related topics