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Use Lots to reconstruct the material’s origin, stock changes, and the documents explaining them.

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Before you start

  • You need access to Warehouse > Lots.
  • Prepare the lot code, item, or a related reference.
  • If you are investigating a financial discrepancy, also check the period and expected cost.

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Find the lot

Path: Warehouse > Stock control > Lots
1

Find the record

Filter by lot code, item code, or item name.
2

Check that it is the correct lot

Review status, item, type, origin, current stock, and creation date.
3

Open the lot

In Actions, open its details.

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Follow origin and composition

In Information, first review Lot type, Item, and Current stock. Open each component and repeat the review until reaching its source lots.

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Reconstruct movements

The Movement history table shows:
  • affected location;
  • movement type;
  • cause or related document;
  • change quantity;
  • stock after the change;
  • date and time.
1

Start with the first movement

Check whether the receipt matches the expected purchase, manufacturing, or reconciliation.
2

Follow causes

Open links in the Cause column to review the document originating each receipt or issue.
3

Check the balance

Follow Change and Stock after to locate the movement where the discrepancy begins.
4

Compare the location

Open the location when you need to compare the lot with stock stored there.

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Review cost

Open the Costs tab. Bold shows the Unit cost and the components that make it up. Each component shows its type, related document or lot, proportion, and unit cost. Use these links to check whether the discrepancy originates in a purchase, MO, or component lot.
Do not replace one lot with another to reconcile an incident. Preserve the actual physical reference and correct the movement or document explaining the difference.