Manage the automatic creation of lot numbers on purchase orders

Article • 5/26/2025 • 2 min read

Select the Search icon , enter Purchase Orders and then choose the related link.
On the Purchase Orders list page, on the action bar, click New.
On the Purchase Order page and fill in the necessary details.
On the Lines FastTab, in the Type field, choose Item, enter Description, Quantity, Unit of Measure Code and Direct Unit Cost Excl. VAT.

If the Automatically Assign Lot No. on Purchase Order field on the Lot Management Setup page is set to No Creation, the Item Tracking field on the Purchase Order page is set as Incomplete and the Assigned Lot(s) field remains empty.
You can click the Assigned Lot(s) field to open the Item Tracking Lines page to create the lot number(s) manually.
If the Automatically Assign Lot No. on Purchase Order field on the Lot Management Setup page is set to Always, the Item Tracking field on the Purchase Order page is set as Complete and the Assigned Lot(s) field is filled with the newly created lot number. This change is observed irrespective of the status of the document.
If the Automatically Assign Lot No. on Purchase Order field on the Lot Management Setup page is set to On Release, the Item Tracking field on the Purchase Order page is set as Complete and the Assigned Lot(s) field is filled with the newly created lot number. This change is observed only when the document is released.
If the Automatically Assign Lot No. on Purchase Order field on the Lot Management Setup page is set to Per Assigned Lot(s) Field, the Item Tracking field on the Purchase Order page is set as Complete and the Assigned Lot(s) field is filled with the newly created lot number only for the specific line that is selected.