Lot number generation based on expected receipt date configuration

Lot Management  •  Article  •  7/2/2025  •  3 min

Configure the setup

To enable lot number generation based on the expected receipt date, ensure the following setup is configured.

  • On the Lot No. Profile page, the Use Date field value is set to the Expected Receipt Date.
  • On the Item Card page, in the Lot No. Profile field, select a lot number profile for which the Use Date field value is set to Expected Receipt Date on the associated Lot No. Profile page.

Manage lot number scenarios

  • If the Expected Receipt Date field is configured on the Lines FastTab of the Purchase Order page and the Assign Lot No. action is triggered on the Item Tracking Lines page, the system generates the lot number based on the Expected Receipt Date field value, and this value is populated in the Lot No. field on the Item Tracking Lines page. When the Source Document field value is set to Purchase Order on the Create Inventory Put-away/Pick/Movement and Create Whse. Receipt pages, the lot number is generated based on the Expected Receipt Date field value.

  • On the Expected Receipt Date field is not configured on the Lines FastTab of the Purchase Order page, the system defaults to the Work Date field value from the My Settings page to generate the lot number. On the Create Inventory Put-away/Pick/Movement and Create Whse. Receipt pages, if the Source Document field is set to any value other than purchase order, the system will generate a lot number based on the Work Date field value from the My Settings page.

Set up lot number element series

It is possible to add a created number series from the No. Series Table. For example, it is possible to add a number series that automatically increases (a part of) the lot number when creating it.

  1. Click the Element field and select the No. Series option in the list.

  2. Click the Value field.

  3. Select and click the required number series.

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  4. Select the Reset No. Series checkbox if you want the system to reset the number series to the starting number when it has reached the last number.