Preassigning Lots for a Transfer Order

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

Note:  In order to preassign lots for a transfer order, the item must be lot tracked in the "To" site and not lot tracked in the From site.
  1. In the Items form, specify that the item to be used in the transfer order is lot tracked.
  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 transfer order using the Transfer Orders form.  (The Preassign feature is not available on the Transfer Orders Quick Entry form.)
  4. In the Transfer Order Lines 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 Transfer Order Lines form, select the Lots tab.
  6. Specify the number of predefined lots to generate and click Generate Lots. The next sequential lots 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 transfer order.
  8. Save the transfer order line record.

Use this chart to understand when the Preassign Lots fields are enabled for transfers, and how the default value is set:

From Site To Site Preassigned Lots Check Box
Use Existing Lots? Lot Tracked? Lot Tracked? Preassigned? Ship Qty Enabled? Value
Yes -- -- -- -- No Not Selected
No Yes -- -- -- No Not Selected
No No Yes No No Yes Not Selected
No No Yes No < > 0 No Not Selected
No No Yes Yes -- No Selected