Creating Lot Item Product Records

Before you can enter a lot item on a bid or sales order, you must create a product record for it. Because a lot item is only a placeholder for a group of products, it requires minimal setup.

Note: Some of the field information, while unnecessary for lot items, is required for all products.

You can create nonstock lot item products on the fly while entering products on sales orders. For more information, see Creating Nonstock Product Records During Sales Order Entry. You can access the Product Maintenance screen for the nonstock record and change the product's status to LotItem.

To create a lot item product record:

From the Maintenance menu, select Product to display the Product Maintenance window.
From the File menu, select New.

The system assigns the product a unique number, which displays in the lower left corner of the window.

Complete the following fields:

In this field...	Enter...
Description	A brief description of the type of lot item, for example, Office Lighting Fixtures.
Additional Key Words	Lot Item This will make searching for the product easier.
GL Account / Product Type	Lot Note: G/L product types are defined in the G/L Product Type Maintenance dialog box.
Price Line	The code to use to group the lot item materials for pricing purposes. If the materials you add to this lot item will not all come from the same price line, enter LotItem. Note: If LotItem is not a valid value, see Creating a Generic Price Line for Lot Items.
Buy Line	The code to use to group the lot item materials for purchasing purposes. If the materials you add to this lot item will not all come from the same buy line, enter LotItem. Note: If LotItem is not a valid value, see Creating a Generic Buy Line for Lot Items.

In the Status field, enter LotItem.

Note: When you do this, the system disables several menu options.

Menu Option	Reason Disabled
Kit	Lot items cannot be set up as kits or added as kit components.
Location	All lot item orders ship directly from the vendor's warehouse
Substitutions	Lot items are unique, and therefore substitutions do not apply.
Prices	Lot item pricing is determined in the Lot Item Status window during sales order entry.