When adding items to an invoice this feature will automatically assign lot inventory to fill the required quantity.

 

•The assignment process starts with the oldest lot with non-zero inventory and continues assigning lots until either the required quantity has been filled or all available inventory has been used.

•If system option 104 is enabled, this process will use up all existing lots of a "piece" item before taking any inventory from a "case" item lot.

•If system option 104 is disabled, then the oldest inventory for both the "case" item and the "piece" item will be used to fill the requirement.

•When using either the Standard Order or Backorder Edit Mode of invoicing, the lot assignments will be made during the switch back to the Invoice Edit Mode.

 

The current design of this system will not track changes in the shipped quantity of the item. If the quantity of a lot-based item changes, the user must manually adjust the lot assignments as necessary. The main purpose of this approach is to prevent the system from trying to override legitimate assignments that may not follow "standard procedure" for whatever reason.