Lot Control and Lot Assignability

There are three levels of lot control:

·     Not controlled by lots

·     Lot controlled

·     Lot assignable

If a part is lot controlled or lot assignable, inventory will be segregated into lots and a lot number is required for all inventory transactions.

Allocating Inventory to Customer Orders

Lot assignability provides additional control over inventory by allowing you to allocate specific lots to customer sales orders.  You might use lot assignability to match characteristics of a lot to the specifications requested by the customer.  For example, different lots could have different quality grades or different colors.  You can define up to 20 characteristics related to a lot that are relevant in your business. 

You may also specify the characteristics that a customer prefers by creating a customer/item relationship.  For example, a customer might prefer Grade A products or red parts.  Using a lot assignable part, you could review the characteristics of lots in inventory, find the lot that best matches the customer's requirements, then assign the specific lot to the customer order.  The relationship is specified for a particular bill-to/ship-to customer combination.

Inventory Tracking in Expert Configurator

If you are using the Expert Configurator to produce custom inventory according to a customer request, you may segregate inventory for a generic part into lots, each lot specifying a unique configuration of inventory.  You may wish to define your configured parts as lot assignable so that you can allocate a specific configuration, or lot, of inventory to a customer order.  A configured part must be either lot-controlled or lot-assignable if you wish to use configuration codes to define unique configurations and costs of inventory.

Potency Control

If you desire, you may track the potency of lot-controlled parts.  Potency refers to the quantity of an active ingredient in a part as a percentage of the total quantity of a part.  For more information about potency, refer to the Potency key concept.