Loose Lot Control

In order to maintain strict levels of lot control, the program by default limits the instances in which a positive adjustment can be made to an already-existing lot. This can be achieved through the following methods:

• Through the source document from which the lot was initially created. For example, if a lot record was created by posting production order output, you can create an additional quantity of that item lot by posting additional output from the same production order (it is important to note that this will not work for purchases, since each purchase receipt is a separate document).
• Through a physical inventory adjustment. Adjustments can be made to specific item lots in the Physical Inventory Journal.

It may be that the user requires positive adjustments be made to item lots in additional scenarios. One instance in which this can be an issue is when dealing with returns or credit memos. If you were to sell 20 units of lot ABC, then the customer returned 10 of those units, by default the program would require you to assign a new lot number to these returned units.

You can instruct the program to allow positive adjustments to an item lot from any source by placing a check mark in the Allow Loose Lot Control field on the item tracking code card. Once this feature has been turned on, positive adjustments can be made to an existing lot number from a document that has a different number than that of the item lot's original source document.