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Changing the lot class of preexisting item numbers

  • 22 October 2021
  • 3 replies
  • 145 views
E

We currently are assigning lot numbers at the kit creation level, but would like to switch to assigning lot numbers at invoicing instead. Can we simply change the lot class of each item in our system to have the lot be assigned when used instead of when received?

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Best answer by ChandrasekharM 25 October 2021, 18:03

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V
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Hi @eney 

I suggest you change this when the on hand quantity is zero. You may test on demo data and let us know the result. 


Regards,

VijayKumarU
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Hi @eney , As indicated by @vkumar, to change the Lot class of a stock item, there should not be any “Qty. on hand” for the item. Hence, you have to follow the below steps to Configure the stock items to a new Lotserial class tracking.

 

  1. Extract the list of Kit items with Location, Cost and Unit Cost that has the old lot/serial class
  2. Issue out all the items using the Issues screen
  3. Create the new Lotserial Class
  4. In Stock Items Screen, update all the items (from step#1) with the new Lotserial class
  5. Using Receipts screen, receive the items with the same cost as in the issue.

Thanks

Chandra M
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Userlevel 6
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Hi @eney For the above steps, you can use the Upload button on the Issues and Receipts screens wherever applicable. Depending on the volume of the records, if it numerous, you can use an Import Scenario to bulk import the data.

Thanks

Chandra M

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