V9 - Using existing lots on transactions
For existing lots, you must indicate on transactions which lots you are using.
Transactions that require lot selection
You must select an existing lot of a lot-tracked item on the following transactions:
- Adjustments, transfers, returns to vendors, pick tickets, shipments, rentals, rental returns
- Inputs on build and process transactions
Lot numbers can be selected for lot-tracked items by either placing the cursor in the Lot field and scanning the item's barcode, or by manually selecting the appropriate lot from the dropdown.
Below is a screenshot of a sample shipment transaction showing the Lot field dropdown options for Argyle Cloth Red (in line 2). The dropdown displays not only all existing lot numbers for Argyle Cloth Red, but also each lot's total quantity on hand at that location (shown in parentheses), as well as its expiration date. The quantity in the On hand column reflects the combined on-hand quantities of the lots in the Lots list.
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