You can use the Edit Item Lots window to create new lots, or manage existing lot information. You can use the Edit Item Lots window to create new lots before you receive the material in the warehouse. You can search for inventory lots as well as lots created in WIP or process execution.

To create new lots:

1. Navigate to the Find / Jobs Lots window.

2. Click New.

3. Enter the item number in the Item field. The only eligible items are items under lot control.

4. Optionally, click Generate Parent Lot to generate a parent lot if the lot is child lot enabled. You can choose to generate a new parent lot, or select an existing parent lot from the list of values if applicable.

   Note: This button does not appear if the item is not child-lot enabled.

5. Click Generate Lot to generate a new lot number, or child lot number if the lot is child-lot enabled.

6. Optionally, click Disabled to disable the lot. If you disable a lot, you cannot transact it in inventory. You can update this field at any time.

7. Optionally change the default lot status. You cannot make changes to this field if you did not define the item as lot-status enabled on the Item Master. See Inventory Attribute Group for more information.

8. Optionally, change the default Grade. You cannot make changes to this field if the lot is not grade controlled. See, Inventory Attribute Group for more information.

9. Optionally, enter an origination date for the lot. The current system date automatically appears, but you can modify this date if necessary.

10. Optionally, modify the maturity date. The maturity date defaults automatically based on the lot origination date plus maturity days that you defined in the Item Master. See Inventory Attribute Group for more information about maturity days.

11. Optionally modify the hold date. The hold date defaults automatically based on the lot origination date plus hold days that you defined in the Item Master. See Inventory Attribute Group for more information about hold days.

12. Optionally, modify the expiration date. You can modify this field only if the lot is under expiration control. This field is populated automatically based on the lot origination date plus shelf life days that you defined in the Item Master. See, Inventory Attribute Group for more information about shelf life days.

13. Optionally, modify the expiration action date. You can modify this field only if the lot is under expiration control. The field is populated automatically based on the expiration date plus expiration action interval.

14. Optionally, modify the expiration action code. You can modify this field only if the lot is under expiration control. The expiration code that you defined in the Item Master defaults automatically in this field. See, Inventory Attribute Group for more information about defining lot expiration actions, and Lot Action Codes for information about setting up lot action codes.

15. Optionally, modify the Retest Date. The retest date automatically defaults based on the lot origination date plus retest interval that you defined in the Item Master. See, Inventory Attribute Group for more information about the retest interval.

To display item lot information:

1. Navigate to the Item Lots window. The Find Lots window appears.

2. Enter search criteria. If you do not enter criteria, a query for all lots is performed.

3. Click Find to display the lot and item information in the Item Lots window.

To update lot information:

1. Modify the following if necessary:

   • Status

     Note: You can modify the status if the lot is under status control.

   • Grade

     Note: You can modify the grade if the lot is under grade control.

   • Origination Date

   • Expiration Date

     Note: You can modify the expiration date if the lot is under shelf life control.

   • Expiration Action Date

     Note: You can modify the expiration action date, if the lot is under shelf life control.

   • Action Code

     Note: You can modify the action code if the lot is under shelf life control.

   • Retest Date

   • Maturity Date

   • Hold Date

   • Disable the lot.

2. Save your work.

To view lot genealogy

1. Click View Genealogy. See Viewing Lot Genealogy.

To view supplier lot information:

1. Click Supplier Lot. The Supplier Lots window appears.

2. Close the window when finished.

To view on-hand availability for an item lot:

1. Select an item and lot.

2. Click On-hand. The Material Workbench appears. See Viewing On-hand Quantities.

To view quality results

1. If Oracle Quality is installed quality results exist for the current line, then you can click Quality to open the View Quality Results window.

To view material transactions for an item lot:

1. Select an item and lot.

2. Click the Transactions. See Viewing Material Transactions.