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:

  1. From the Files menu, select Product to display the Product Maintenance screen.

  2. In the Product ID field, enter New.

The system assigns the product a unique number.

  1. 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 makes searching for the product easier.

GL Acct/Product Type

Lot

Note: G/L product types are defined in the G/L Product Type Maintenance window.

Prc 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.

  1. Press Esc to bypass non-required fields. Do not press Esc after you enter the information in the Buy Line field; otherwise, you save the record as a stock item and then you have to re-display the product to change the status.

  2. In the Status field, change the code to LotItem.

Note: When you do this, the system disables several hot keys.

  1. Add a commissions group, if needed.

  2. Press Esc to save the information and clear the screen.

See Also:

Lot Item Products Overview

Lot Item Product Record Entry Workflow

Creating Product Records