Lot Number Capture Overview

Shipping products with lot numbers sometimes requires the ability to capture the lot numbers associated with the items. Reports that display lot numbers tell us where the items containing the specific lot numbers were shipped.

Lot Capturing takes place as a real-time step during the packing process. When you scan or enter a lot number (for an item identified as being Lot-Tracked), the experience is similar to the Serial Number tracking. Lot Capture has been implemented using the Is Lot Tracked option in the Extended tab of the Edit Product screen.

Lot Capturing is only available in Scan and Pack Essentials and Scan and Pack Enterprise.

Report

The lot numbers are accessed via a Bulk Export Report (Report - Lot Capture and Serial Number Export) that lists all shipments and quantities that include any products matching the specified lot number.

Limitations

The Lot Capture is being developed in a phased approach. Phase one (this phase) is currently targeted for small retail shipments and has some limitations.

• No Lot Quantity prompting.

• Single Lot Number is assumed when quantities greater than one are specified.

• 2D scanning is not supported in this release (capturing multiple data fields, including item, lot, quantity, and other data).

• No mixed Serial/Lotted items.

• Self-pack is not supported (in other words, when Lot-Tracked or Serialized Items are selected, Self Pack cannot be selected).

• Master Pack is not supported (in other words, Lot-Tracked and Serialized Items cannot be included in Master Pack).

• Scan and Pack Cloning is not supported.
  As with the Serial Number capturing, containers that contain one or more Lot Captured items cannot be cloned.

• No lot number imports/exports to/ from ERP.

API Updates

When multiple quantities of a specific item are picked/packed, some items will be from the same lot, while others of the same type will be from a different one.
Example: An order includes 40 packages of loose-leaf tea. Seventeen are from lot 22180220601, and the remaining 23 are from lot 22180220603.

The API provides the Lot Number and quantity shipped with that lot number.

ASD Bundle Updates

ASD handles Lot Numbers similarly to how serial numbers are handled. We store the quantity shipped for each Lot Number. Refer to the example in the API Updates section above.

ASD records are:

• customrecord_pacejet_asd_itmlot

• custrecord_pacejet_asd_packageitm_lot

• custrecord_pacejet_asd_packageitm_lot_qty

Step 1: Configuring Products for Lot Capture

Follow the steps below to configure products for lot capture.

1. From the main menu, click List, and then click Product.

2. Click to select your product.
   Pacejet displays the Edit Product screen.

3. Click the Extended tab.

4. Click to select Is Lot Tracked.
   Note: An item can be either serialized or Lot Tracked (or neither), but the item cannot be both.

5. Click Done.

Step 2: Entering Lot Information during the Scan and Pack Process

During the packing process, if you scan a Lot-captured item, you will be prompted to enter a Lot number for that item. For more details on the Scan and Pack process, refer to Scan and Pack Essentials and Scan and Pack Enterprise.

If a quantity is specified before an item is scanned, all the items entered are assumed to be the same Lot number.

Step 3: Installing the Create Bulk Export Shipment Report Templates Shipment Rule

Lot Numbers are stored in Pacejet (not passed back to the ERP). To identify recipients of items shipped with specified Lot Numbers, follow the steps below for installing the Create Bulk Export Shipment Report Templates Shipment Rules, and then refer to Step 4: Running the Lot Capture and Serial Number Export Report.

Step 4: Running the Lot Capture and Serial Number Export Report

The Lot Capture and Serial Number Export report can be used to identify the following:

• List products or items with specified Lot Numbers

• List all lot numbers based on the date range

• List all lot numbers based on the product number

For the steps to running the Lot Capture and Serial Number Export report, refer to Create Shipping Reports with the Bulk Import/Export Tool (follow the section labeled Steps).

Documents Containing Lot Numbers

The Packaging Lists Standard Reports display Lot Numbers and lot quantities.

Lot Numbers display in a similar way to serial numbers:

• Each item is on its own line, and a summary of all lot numbers is displayed under the description.

• Comma-delimited format
  Format: Lot [lot number, QTY [qty], repeat.

The following standard reports print Lot Numbers:

• Packing List 4x6: For more information about the Packing List 4x6 Standard Report, refer to STANDARD REPORTS: Packing List 4x6

• Packing List 8.5 x11: For more information about the Packing List 8.5x11 Standard Report, refer to STANDARD REPORTS: Packing List 8.5 x 11

The combined Packing list and ship label do not display Lot Numbers due to the report's size restrictions.

Enabling or Disabling Lot Numbers for Standard Documents

To enable Lot Number printing on Standard Reports, follow the steps below:

1. From the main menu, click Setup, and then click Application Settings.

2. From the menu on the left-hand side, click Reports.

3. In the Packing List Lot Numbers field, select either Show or Hide Lot Numbers.

4. In the Packing List Lot Numbers Format field, select one of the following:

   • Single line (displays Lot Numbers in a single, comma-delimited line)

   • Separate lines (separate lines are easier to read)