Recalling and Releasing Lotted Inventory Items

If an item is recalled by your vendor, or if your customers consistently report negative experiences, you should recall the items to restrict further sales, and notify your customers.

Later, you can release recalled units that are subsequently tested and found safe or usable.

Important! Do not confuse the lot release procedure with the quarantine release procedure, which you use to release lots that are quarantined upon receipt.

Note: You can recall and release lotted inventory items only if you have a license to use Serialized Inventory and Lot Tracking.

  • If you are recalling items, find out the number of the lot(s) you need to recall.

    Tip: To obtain a list of recalls and releases, print the I/C Recall report, available from the I/C Stock Control Reports folder.

  • If you are releasing items from recall, find out the recall number (assigned when the items were recalled).

    Tip: To view a list of transactions posted for a specified lot number, item and location, in the table on the I/C Lot Recalls/Releases screen, select the location, and then click Transactions.

To recall lotted inventory items:

  1. Open Inventory Control > I/C Periodic Processing > Lot Recalls/Releases.
  2. From the Entry Type list, select Recall.

  3. In the Lot Number field, select the lot that you want to recall.

    In the Item Number field, select the I/C item number of the lotted item you are recalling.

  4. Click Post.
  5. Record the recall number, which you will need to release the items if they are deemed safe and usable in future.

To release lotted inventory items from recall:

  1. Open Inventory Control > I/C Periodic Processing > Lot Recalls/Releases.
  2. Enter the Recall Number assigned when the items were recalled.
  3. Click Post.

    The recalled items are released and available for use in Inventory Control.

    Note: The lot is released from its current location. If the lot was transferred to a different location after being recalled, it is released from the new location.

Print the I/C Recall report by selecting File > Print in the Lot Recalls/Releases screen or using the Recall report icon in the I/C Stock Control Reports folder.