You can choose lot numbers for the line item quantity to issue or receive.

   To assign lot numbers to the item quantity to issue or receive:

1. Click Lot/Serial from a transaction window to display the Lot Entry window and view the following item and transaction information:

   • Item

   • Revision

   • Subinventory

   • Locator

   • Description

   • UOM

   • Quantity

   • Lot Quantity Entered

   • Secondary UOM

   • Secondary Quantity

   • Secondary Lot Quantity Entered

   The Quantity fields display the total quantity that you entered for the transaction in the primary and secondary UOMs if applicable. The Lot Qty Entered field displays the quantity for the item that you have assigned to lot number in the primary and secondary UOMs if applicable.

2. Select the Parent Lot Number field if the lot is child-lot enabled. Enter an existing parent lot, or click Generate Parent Lot to generate a new parent lot.

3. Select the Lot Number field. Enter an existing lot, or click Generate Lot to generate a new lot.

4. Optionally, enter the date the lot expires. You can enter a value in this field only if you enter a new lot number in the previous field and if the Lot Expiration (Shelf Life) Control attribute for the item is set to User-defined Expiration Date.

   If this attribute is set to Item shelf life days, then the system adds the shelf life days to the current system date to calculate the expiration date. The system then displays the result as the default value; you cannot change this date.

5. Enter the quantity of the item to issue or receive to the lot. The Available and On-Hand fields display the current quantities for each lot.

   • Available: Displays the quantity available to issue, based on the unit of measure that you specified. This amount includes reserved items if you enter a transaction source that has reservations against it. The available quantity is specific to the revision level, subinventory, locator, and lot that you define for the issue or receipt. For receipt transactions, the system adds the receipt quantity to the available quantity when you complete the transaction.

   • Secondary Available: Displays the quantity available to issue in the secondary unit of measure if the item is under dual unit of measure control.

   • On Hand: Displays the current on-hand quantity of the item, based on the unit of measure that you specified. The on-hand quantity is specific to the revision, subinventory, locator, and lot that you specify.

   • Secondary On Hand: Displays the current on hand quantity in the secondary unit of measure if the item is under dual UOM control.

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

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

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

9. 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 the shelf life days that you defined in the Item Master. See Inventory Attribute Group for more information about shelf life days.

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

11. 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 on the Item Master defaults automatically in this field. See Inventory Attribute Group for more information about defining lot expiration actions see,Lot Action Codes

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

13. 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.

14. Optionally, enter the supplier lot number.

15. Optionally, enter the transaction reason code. For more information about transaction reasons see, Defining Transaction Reasons.

16. Optionally, select the desired material status (such as Active) for the on-hand record that is created for this receipt transaction.

    • The Status field appears only for organizations that have on-hand status enabled.

    • The Status field displays only those statuses that will not cause commingling in a particular on-hand location (commingling occurs if two distinct statuses are assigned to the same single storable unit of inventory).

17. Optionally, enter the values in the Lot Attributes field.

    Values of Pre-generated Lots not Defaulting

    The original entries of pre-generated lot attributes typically default in the Attributes field. However, these values may need to be re-entered for pre-defined lots when the origination date is null and the on-hand quantity is zero.

18. Click Done to return to the transactions window, Cancel to cancel the lot entry, or Serial to enter serial numbers if the item is under serial control.

    Note: Serial tagged items: The Serial button will also be enabled for items that are lot controlled plus serial tagged/controlled at sales order issue.

   To enforce global lot attributes during organization transfer receiving:

During organization transfer receiving: If the lot does not exist in the destination, a new lot is created in the destination with all attribute values copied from the source organization. If the attribute is global, then all attributes are copied from the source organization.