Loose lot control

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. You can make a positive adjustment 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. Note that this does not work for purchases, because each purchase receipt is a separate document.
• Through a physical inventory adjustment. You can make adjustments to specific item lots in the Physical Inventory Journal.

You may need to make positive adjustments to item lots in additional scenarios. One instance where this can be an issue is when dealing with returns or credit memos. If you sold 20 units of lot ABC and the customer then returned 10 of those units, by default the program requires you to assign a new lot number to the returned units.

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