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Note: The Units and Weight values must both be positive and cannot be zero. 

Note: The Production Batch and the Warehouse Lot information doesn't need to be manually entered, if Allocate Item feature is used. The Warehouse Lot field is only required when the site is Warehouse Lot tracked.

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The Available Units of the Lot Balance is updated when the Allocation has been completed and the Record is Saved. Once the Record is Posted, the On-Hand Units of the Lot Balance is updated.

Editing Properties (Optional)

The Properties tab includes transaction settings and informational fields.

• Auto-Create New Lots: This field identifies if new lots can be created on the transaction or not. The default value for Transfer transaction record is ‘Not Allowed’, but the value can be changed to ‘Allowed’, which will prevent users from creating new lots.  
• Negative Available Balances: This field identifies if the transaction can change the lot balances to negative or not. The default value for Transfer transaction record is ‘Not Allowed’, but the value can be changed to ‘Allowed’.
• Created by: This field displays the name of the user who created the transaction. This field is for informational use only and cannot be edited.
• Created Date: This field displays the date when the transaction was created. This field is for informational use only and cannot be edited.
• Last User: This field displays the name of the user who updated the transaction the most recently. This field is for informational use only and cannot be edited.
• Last Updated: This field displays the date when the transaction was updated the most recently. The field is for informational use only and cannot be edited.

Assigning the User Defined Attributes (Optional)

The User-Defined tab on the Adjustment transaction will include all User-Defined Attributes assigned to the Inventory - Adjustment transaction.

To setup User-Defined Attributes for the Adjustment transaction, navigate to Company→User-Defined Attributes→Inventory→Transactions→Inventory - Adjustment.

Saving the transaction

Saving the Transfer transaction as New will create lots for items that are not assigned to an existing lot and will update the available lot balances of items assigned to existing lots.

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