Updated July 31, 2024
The Lot Number is used to defined a "Batch" or a a specific "Production Run" of a Order or Item and is used to track Inventory and Shipping records.
For example; a postcard is printed for a Finished Goods Item and will be stored in Inventory. The Item may be printed many times and may be stored in multiple Locations. When picking the item the user can track which Lot they wish to use to fulfill the Order. Conversely, if there is an issue with the postcard it becomes an easier task to track down exact which Lot was used to determine any issues.
Lot Numbers can also be useful for receipt inventory as a way to keep track of different shipments from vendors of the same product.
Lot Numbers can be ad havoc or structured.
For Finished Goods : Lot Numbers are defaulted to the Job Number but can be overwritten by the user when Shipping to Inventory. The user may also set up the Lot Number to default to the Customer PO Number instead of the Job Number.
For Inventory Items : The Lot Number field is left blank unless the user has the option Use PO Number as Lot Number when creating a PO Receipt set to Yes.
The Lot Number appears on the Quantity On Hand screen when the user is prompted to select a Material On Hand Record for Deductions or Adjustments.