Recalling and Releasing Lotted Inventory Items

Recalls and releases can only be performed on lotted inventory items. As such, this feature only pertains if you have the Serialized Inventory and Lot Tracking license installed as part of Sage ERP Accpac Inventory Control.

You may have to recall inventory items when instructed by the original vendor, or as a result of consistent negative customer experiences. Further sales of recalled units need to be restricted, and customers sold the goods in question need to be notified. Recalled units that are subsequently tested and found safe or usable can be released for sale.

To Recall Lotted Inventory Items:

1. Select I/C Periodic Processing > Lot Recalls/Releases to display the I/C Lot Recalls/Releases form.

2. Select Recall from the Entry Type list, then change the default transaction date if required.

3. Select the Lot Number of the lot you wish to recall. The Item Number field is completed for you.

4. If you wish to see a list of transactions recorded against the specified lot number, click Transactions and the Lot Number Transaction Inquiry appears.

5. Click Post to put the items on recall. A message appears confirming the recall.

Record the Recall Number, as you will need to use it in the future to release the items if they are deemed safe and usable for consumption. You can print the report from this form by selecting File > Print from the menu to display the I/C Recall Report form.

To Release Previously Recalled Lotted Inventory Items:

1. Select I/C Periodic Processing > Lot Recalls/Releases to display the I/C Recalls/Releases form.

2. Enter the Recall Number assigned when the goods were recalled, or use the finder to select it.

3. Click Post and the recalled items become released and available for use in Inventory Control. The lot is released based on its current state, so if the lot was transferred to a different location after being recalled, it will be released from the new location.

Do not confuse the lot release procedure with the quarantine release procedure, which is typically used to release lots that are quarantined upon receipt.