Splitting and Combining Lots

When working with lotted inventory items, you can split existing lots into two or more parts, or combine two lots into one. The lots must be for the same inventory item and location.

You can split or combine expired lots. However, you cannot split quarantined or recalled lots, or lots that have been assigned a contract code.

Note: You require a license for Serialized Inventory and Lot Tracking to work with lotted inventory items.

To split a lot into two or more lots:

  1. Open Inventory Control > I/C Periodic Processing > Lot Splits/Combines.
  2. Accept *** NEW *** as the split number, and accept Split as the type.
  3. In the Item Number field, enter the number of the lotted item you want to work with.
  4. In the Location field, specify where the lot you want to split is stored.
  5. In the Transaction Date field, accept the default transaction date, or change the date, if necessary.

  6. In the From section:

    1. In the Lot Number field, enter the lot you want to split.
    2. Specify the quantity to include in the split.
  7. Use the table in the To section to specify how to split the quantities:
    1. Select existing lot(s) to which to add quantities, or create new lots by typing new lot numbers in the Lot Number column. (New lot numbers must conform to the lot number mask specified in the item record.)

      Important! The total of all quantities in the Qty. Split column must equal the quantity in the Qty. to Split field in the From section, or you will not be able to post the transaction.

    2. Enter an Expiry Date, if one is required.
    3. Change the Stock Date of the destination lot, if necessary.
  8. Click Post to split the lot.

To combine two or more lots:

  1. Open Inventory Control > I/C Periodic Processing > Lot Splits/Combines.
  2. From the Type list, select Combine.

    The Split Number field changes to Combine Number. Accept *** NEW *** as the combine number.

  3. In the Item Number field, specify the lotted item you want to work with.
  4. In the Location field, specify where the lots you want to combine are stored.
  5. In the Transaction Date field, accept the default transaction date, or change the date, if necessary.
  6. In the To section:
    1. In the Lot Number field, specify an existing destination lot you want to combine items into, or create a new lot by typing the new lot number in the field. (The new lot number must conform to the lot number mask specified in the item record.)
    2. In the Qty. Combine field, enter the quantity to move to the destination lot.
    3. Enter an Expiry Date, if one is required for the combined lot.
    4. Change the Stock Date for the destination lot, if necessary.

  7. Use the table in the From section to specify the lots and quantities that you are combining in the destination lot.

    Important! The total of all quantities in the Qty. to Combine column must equal the quantity in the Qty. Combine field in the To section, or you will not be able to post the transaction.

  8. Click Post to combine the lots.