You record lot articles to identify purchased and/or sold articles. To create a lot, you link multiple articles to the same lot.
With, you can group articles that have important features in common, such as medicines or foods with the same use-by date. You can use lots for both purchase and sales lots.
In the purchase and sales processes, you not only enter the article number but the lot number as well. By doing so, you can trace the articles from a lot if questions arise at a later stage.
Lots are always used in combination with articles for which stock is tracked.
The total stock of a lot should always match the stock of the article. You must always enter the lot number in an order step that leads to a stock entry. In the order process, you can add a lot number directly when you enter the order line or you can also select an existing lot number. In an order line you can link multiple lot numbers for the same article.
For lot articles multiple decimal places and units, as well as units with factors (length x width, length x width x height), are allowed.
A lot number can be returned both on the purchase and on the sales side.
When entering a lot, you can specify extra information in the order line. You can, for instance, enter a use by date. When entering sales orders and packing slips, the date can result in a message because of this date and the delivery date.
- Configure lots
You must first activate the 'Lots' functionality in the environment properties.
- Add a lot article
A lot article is a regular article with specific features.
- View a lot article
You can use the lot article view to view the lots that the lot article is part of.
- Add a lot
For a lot article, you can register the lots of this article that purchase or sell. A lot number does not have to be unique in the database but it must form a unique combination with the article. The number can therefore occur only once with the article.
- View a lot
You can view a (new) lot.
- Add a dossier item to a lot
You can add a dossier item to a lot. You use this, for example, to register that there is something wrong with the lot. You can then view the history of any communications regarding the lot in the dossier.
- Change a lot number
There is an easy way for you to adjust the lot number.
- Lot article in a goods receipt
When entering a goods receipt for a lot article, you also record the lot (lot number). You can also register multiple lots in one goods receipt.
- Lot article in a sales order
When entering a sales order, you must also enter the lot number.
- Enter/write off lot article stock
When entering stock, you must also enter the lot number. You can enter a completely new lot or write off an existing lot.
- Enter a cost estimate
When entering a cost estimate it is never mandatory to record a lot number. If you enter a lot number, you have to enter the quantity as well. It is important that you also record the warehouse and/or the location. You can only enter a lot number from the warehouse selected. In the cost estimate, you can in principle use all available lots. For an article with serial numbers or lots, you must specify if Fifo, Lifo, Fefo or none of these apply. Depending on this setting, in the cost estimate Profit suggests the lines based on the receipt date of the serial numbers or the lots (sort in the search view). You can specify that an alternative is possible.
- Assembled item with lot number