validate lots on sales orders

When you assign a lot number to an item tracking line on a sales order, the system automatically checks the lot's attribute values against the active customer specification profile for that customer and item. The system accepts compliant lots automatically without showing errors. Validation applies to both manual lot entry and the Select Entries dialog.

Compliance response

The following table describes the system response when a lot fails compliance on a sales order.

Compliance Action	User Type	Behavior
Show Error	Standard user	Error shown. Lot number cleared. You must choose a different lot.
Show Error	Authorized user	Confirmation dialog with failure details. Override reason required. Lot assigned and override logged.
Show Warning	Any user	Warning shown with failure details. Lot assigned regardless.

If no active profile exists for the customer and item, all lots are accepted without validation.

Override behavior

You can override a lot attribute on a sales order. The override is recorded on the Specification Profile Override Log page with the Stage field value set as Lot. A red spec override indicator appears on the sales order subform line. The flag resets if you change the Item No. field value in the line.

During shipment posting, previously overridden lots pass automatically if the profile has not changed since the override.

Scope

Validation applies to sales orders only. Transfer orders are not subject to compliance checks.