Note: This feature requires the Chemical Inventory module licensed at your site.
You might create new lots in your system during various of inventory activities: receiving new lots, recording lots already on-site, transferring lots to a new location, and so forth. To accommodate a variety of activities and situations, Comply Plus offers multiple ways to create new lots in your system. Note that each method requires access to one or more transaction types of specific transaction groups; see Administration: Transaction Types for details.
● Creating Lots by Selection: Create one or more lots selected from those already present at the desired on-site location. Requires a Start Lot transaction type.
● Creating Lots by Receipt: Create one or more lots as they are received on-site. Requires Start Lot and Receipt transaction types.
● Creating Lots by Transfer: Create one or more lots as they are transferred to a new on-site location. Requires Start Lot, Transfer Out, and Transfer In transaction types.
● Creating Lots by Quick-Start: Create one or more lots with an undefined component (typically because the component is either unknown or not yet defined as an SDS or part in your system). Requires a Start Lot transaction type.
● Creating Lots from an Existing Lot: Create one or more lots by dispensing or splitting an existing lot into smaller ones. The balances of the new lots are subtracted from the "parent" lot's balance. Requires Start Lot and Split Lot transaction types.
Note: Each new lot is given a unique lot number to identify it in your system. To generate new lot numbers for new lots, your site requires a defined Lot Number Mask. See Site Settings for details.
● Administration: Transaction Types
