Set up lot management

Lot Management  •  Article  •  7/22/2026  • 

You can configure the following setups:

  1. Select the Search icon , enter Lot Management Setup and then choose the related link.
    The Lot Management Setup page opens.

  2. On the General FastTab, enter the required information in the following fields:

    FieldDescription
    Max. Length Lot No.Enter the maximum number of characters allowed for a lot number. For example, 20.
    Disable Item Tracking Info.Turn on the toggle to hide the visibility of the Item Tracking and Assigned Lot(s) fields on the Lines FastTab of the following pages:
    • Assembly Order
    • Consumption Journal
    • Finished Production Order
    • Firm Planned Production Order
    • Internal Movement
    • Item Journal
    • Item Reclassification Journal
    • Output Journal
    • Physical Inventory Journal
    • Planned Production Order
    • Production Order Components
    • Production Journal
    • Purchase Order
    • Purchase Return Order
    • Released Production Order
    • Sales Order
    • Sales Return Order
    • Simulated Production Order
    • Transfer Order
    • Warehouse Item Journal
    • Warehouse Receipt
    • Warehouse Reclassification Journal
    • Warehouse Shipment
    Permit Lot Selection For Positive AdjustmentsTurn on the toggle to select a lot number for positive adjustments.
    Copy Production Lot Details to Lot Origin DetailsTurn on the toggle if you want the system to copy lot details from production journals to lot origin details upon posting. For more information, see View lot origin details.
    View Traceability Source ReferenceTurn on the toggle to view the Traceability Source Reference field on the Item Tracking Lines page for output journals, purchase orders, purchase invoices, and production orders.
    For more information, see Manage item tracking enhancements.

  3. In the Lot Increment Per field, select one of the following options to control how lot numbers are assigned when multiple lots are created within a document. This field is based on the Increment Suffix description value defined in the Element field of the Lot No. Profile page.

    • Document Line: The system appends a numeric suffix to each lot number based on your configured lot number format (for example, [LotNumber]-001, [LotNumber]-002). The suffix resets and increments independently for each line, so lot numbers are unique within each line only. If a document has two lines, line 1 generates [LotNumber]-001, [LotNumber]-002, and line 2 also starts from [LotNumber]-001, [LotNumber]-002.
    • Document: The system appends a numeric suffix to each lot number based on your configured lot number format, and this suffix increments continuously across all lines without resetting. If line 1 generates [LotNumber]-001 and [LotNumber]-002, line 2 continues from [LotNumber]-003, [LotNumber]-004 — ensuring every lot number across the entire document is unique.

  4. On the Number Series FastTab, enter the required information in the following fields:

    FieldDescription
    Grower Nos.Select the number series code the system must use to automatically assign in the No. field on the Grower page when creating a grower.
    Alternatively, you can manually enter the grower number if required.
    Recall Nos.Select the number series code the system must use to automatically assign in the No. field on the Recall card page when creating a recall.
    Alternatively, you manually enter the recall number if required. For more information, see Create recalls.
    Mass Balance Nos.Select the number series code the system must use to automatically assign in the No. field on the Mass Balance Analysis page when creating a new mass balance analysis record. Alternatively, you can manually enter the mass balance analysis number if required. For more information, see Mass Balance Analysis List.

  5. On the Mass Balance FastTab, enter the required information in the following fields:

    FieldDescription
    Default Tolerance %Specifies the default variance percentage allowed when evaluating Mass Balance Analysis results.
    Mass Balance Report IDSpecifies the report used by default to print or preview Mass Balance Reports.

  6. On the Automatic Lots FastTab, in the Automatically Assign Lot No. on Purchase Order field, select the scenario where the lot number should be assigned automatically for the lot tracked items on purchase orders. The available options are:

    • No Creation
    • Always
    • On Release
    • Per Assigned Lot(s) Field

  7. In the Vendor Lot Production Date Caption field, enter a custom label for the Vendor Lot Production Date field. The system replaces the default caption with the entered value. Once configured, the specified caption is displayed consistently on the Item Tracking Lines page and the Inventory Put-away page for purchase orders.

    The lot management setup is complete.