Overview
This article details how users can receive multiple lots on the same Purchase Order Line for a Purchase Item, by splitting the receiving quantity under different lot numbers as needed and receiving them together, therefore decreasing the extra-time that would take to process multiple Purchase Order Receipts instead. Users are also able to override and edit the auto-generated lot numbers (if using PO Receipts - Custom Lot Number Creation).
Processing
Navigate > Purchase Order Receipt
To use this functionality, ‘Initialize Lot Number with Receipt No’ & ‘Initialize Location Comment with Rcpt No’ cannot be checked.
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When receiving Purchase Order Lines for lot-tracked only (not serial tracked) Purchase Items, each of the qualifying rows has a hyperlink labeled edit Lot Nos, under the ‘Multiple Lots’ column.
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The Multiple Lots pop-up appears after this hyperlink is clicked. The grid will initially be pre-populated with a single row that contains the corresponding values from the main-page row from which it was launched (which may include a lot number derived from PO Receipts - Custom Lot Number Creation).
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Upon return to the Main-Page (changes saved & closed), the button/hyperlink will be visually altered to indicate that detail rows exist, if the Purchase Order Line is to be received into more than one lot number.
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After adding rows for lots under the popup ‘Multiple Lots’, on saving the entries and closing the popup, the lot fields ‘Lot Numbers’, ‘Lot Expiration’ and ‘Lot Reference’ are cleared and disabled (as the details are included into the pop-up functionality).
When processing Purchase Order receipts using this option, multiple Purchase Order Receipt records may be created off a single Receipt, organized so that one split row from each Purchase Order Line is grouped together into a receipt.
The Lot Number is part of the 'PO Receipt Cost' record External ID, for better traceability.
SEE ALSO
Purchase Order Overview
PO Receipts - Custom Lot Number Creation
Purchase Order Receipts
