Set up automatic creation of lot numbers

Article • 5/26/2025 • 2 min read

When purchase orders are large in number, or have a lot of lines, it can be labor intensive to manually create the item tracking information. Automatic creation of the lot number is preferred in such scenario. The Aptean Food and Beverage Lot Management extension allows you to automate this process by means of a setup field on the Lot Management Setup page.

  1. Select the Search icon , enter Lot Management Setup and then choose the related link.
  2. On the Lot Management Setup page, on the Automatic Lots FastTab, click the dropdown menu in the Automatically Assign Lot No. on Purchase Order field.

The following table describes the four options on the dropdown menu.

OptionDescription
No CreationSpecifies that lot numbers will not be assigned automatically under any case.
AlwaysSpecifies that a lot number automatically created either on pressing Assigned Lot(s) or on release.
On ReleaseSpecifies that a lot number is automatically created on release of the purchase order.
Per Assigned Lot(s) FieldSpecifies that a lot number is automatically created when the user clicks on the field and no Lots are assigned.

To enable automatic creation of lot numbers

  1. On the Item Card page, on the Item Tracking FastTab, click the dropdown menu in the Item Tracking Code field.
  2. On the Select-Item Tracking Codes page, on the action bar, click Edit to open the Item Tracking Code Card.
  3. On the Lot No. FastTab, turn on the Lot Purchase Tracking toggle. This field specifies that the inbound purchase document lines requires a lot number.