Reclassifying Lot or Serial Numbers

Reclassifying item tracking for an item means changing a lot or serial number to a new lot or serial number or changing the expiration date to a new expiration date. If you are working with lots, you can also merge multiple lots to one lot. You handle these tasks using the item reclassification journal.

Reclassifying Item Tracking

1. Open the  Item Reclass. Journal window.

2. Fill in the line with the relevant information. For Help about a specific field, click the field and press F1.

3. Click Line, Item Tracking Lines.

4. Click the AssistButton in the Serial No. or Lot No. field to select the current serial or lot number.

5. If you want to enter a new item tracking number, enter it in the New Serial No. or New Lot No. field. If you want, you can merge one or more lots to one new or existing lot. Be aware when reclassifying expiration dates that the program will suggest the items with the earliest expiration dates for outbound transactions, according to First Expired First Out (FEFO) rules.

6. If you would like to enter a new expiration date for the serial or lot number, enter it in the New Expiration Date field.
   Attention
   If you are reclassifying a lot to the same lot number but with a different expiration date, you must reclassify the entire lot, using one item reclassification journal line. If you are reclassifying more than one lot to one new lot number, meaning that you are merging more than one lot into one new lot, you must enter the same new expiration date for all the lots. If you are reclassifying one existing lot to a second existing lot that has a different expiration date, you must use the expiration date from the second lot. If you leave the New Expiration Date field blank, the lot or serial number will be reclassified with a blank expiration date.

7. If you have existing information on the old serial or lot number, you can copy it to the new serial or lot number.

8. 1. In the Item Tracking Lines window, click Line, New Serial No. Information or New Lot No. Information.

   2. To copy information from the old lot or serial number, click Functions, Copy Info.

   3. In the information list window, select the lot or serial number that you would like to copy from and click OK.

9. If you want to modify the existing information for the lot or serial number, you can record lot or serial information.

10. Post the journal to link the renewed item tracking numbers or expiration dates to the associated item ledger entry.

Related Topics

Assigning Serial/Lot Numbers during Inbound Transactions

Handling Serial/Lot Numbers during Outbound Transactions

Recording Serial/Lot Number Information

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