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. You can only split/combine lotted items that belong to the same inventory item and location. As well, lots that are in quarantine, are on recall, and have been assigned a contract code cannot be split or combined. Expired lots however, can be combined or split.

To Split a Lot into Two or More Lots:

1. Select I/C Periodic Processing > Lot Splits/Combines to display the I/C Lot Split/Combine form.

2. Select Split from the Type list, then enter the Item Number of the lotted inventory item you want to work with.

3. Enter the Location where the lot you want to split is stored.

4. Change the default transaction date if required.

5. In the From section, enter the Lot Number of the lot you want to split, then specify the quantity you want to split.

6. In the To section, select the existing lot(s) that you want to add quantities to. You can also enter and create new lot numbers provided the numbers conform to the lot number mask.

Note: The total value of all quantities in the Qty. Split column must equal the value entered in the Qty. to Split field in the From section, or you will not be able to post the transaction.

7. You can change the Stock Date of the destination lot. You can also enter an Expiry Date if required.

8. Click Post to split the lot.

To Combine Two or More Lots:

1. Select I/C Periodic Processing > Lot Splits/Combines to display the I/C Lot Split/Combine form.

2. Select Combine from the Type list, then enter the Item Number of the lotted inventory item you want to work with.

3. Enter the Location where the lots you want to combine are stored.

4. Change the default transaction date if required.

5. In the To section, enter the Lot Number of the destination lot you want to combine items into, then enter a value in the Qty. to Combine field. You can also enter and create new lot numbers provided the numbers conform to the lot number mask.

6. Enter the Stock Date of the lot that will have quantities added to it from the lot(s) defined in the From section. You can also enter the Expiry Date of the combined lot if required.

7. In the From section, select the existing lot(s) that you want to take quantities from.

Note: The total value of all quantities in the Qty. Combine column must equal the value entered in the Qty. to Combine field in the From section, or you will not be able to post the transaction.

8. Click Post to combine the lots.