Manage lot numbers

The system calculates and displays available inventory and lots on the Trading Board page. The system only displays lots that are currently available for use. This ensures faster performance and a focused user experience, as only actionable data is presented. The lots that are not available for use are not visible on the trading board. For example, when a purchase order is received, the associated lots are used to sell and ship items to the customer, these lot numbers are no longer calculated for or visible on the trading board.

The Available for Trading Board toggle on the Lot No. Information Card page must be turned on for the system to include a lot number in the trading board calculation. The system turns on the Available for Trading Board toggle for all lot numbers entering the system (via purchase, production orders, or other sources), after calculating the availability of the lots.

When the Aptean Trading Board extension is first installed, the trading board does not include existing lot numbers in the trading board calculation because the Available for Trading Board toggle is turned off for existing lot numbers by default. To include these lot numbers in the trading board calculation, you must execute the Update Lot. No Information action on the Trading Board Setup page.

To calculate the availability of lots, follow these steps:

1. Select the Search icon , enter Calculate Lot Availability, and then choose the related link.
   The Calculate Lot Availability report page opens.
2. You can add filters, as required, to calculate the availability of specific lots.

   It is recommended to run the calculation without filters so all lot numbers are calculated.

3. Select OK. The system turns on the Available for Trading Board toggle for the lot numbers that meet any one of the following requirements:
   • Open item ledger entries exist.
   • Purchase lines exist with a positive remaining quantity.
   • Sales return order lines exist with a positive remaining quantity.
   • Released production order lines exist with a positive remaining quantity.
   • Assembly order lines exist with a positive quantity.

• You can create a job queue entry to run the Calculate Lot Availability report automatically, ensuring lot availability is calculated periodically according to your business requirements.
• The object ID of the Calculate Lot Availability report is 71159726. For more information about creating job queue entries, see Use job queues to schedule tasks.