How to Correct Lot

Use this workflow to move quantity from one lot to another lot for the same part.

When to use this workflow

Use Lot Correction when the part quantity is correct overall but some quantity is assigned to the wrong lot.

Do not use lot correction to change total part quantity or cost. Use a quantity adjustment or cost correction workflow when that is the real issue.

Before you start

Confirm:

• The source part is correct.
• The current lot is incorrect for some quantity.
• The corrected lot is known.
• The transfer amount is known.
• The reason explains the lot correction.

Steps

1. Go to Dashboard > Inventory > Adjustments.
2. Set Adjustment Type to Lot Correction.
3. Enter or select the Part Number.
4. Select the Current Lot.
5. Enter or select the Corrected Lot.
6. Use No Lot Number only when the corrected destination should be a no-lot row.
7. Review Old Quantity.
8. Enter Transfer Amount.
9. Enter a clear Reason.
10. Select Submit Adjustment.

What happens behind the scenes

PAX reduces the source lot by the transfer amount and increases the corrected lot by the same amount.

If the corrected lot already exists, PAX adds the quantity to that lot and recalculates the target lot cost as a weighted average.

If the corrected lot does not exist, PAX creates it using the source lot's cost components, expiration, and country of origin.

PAX records adjustment history for both sides of the correction.

Related docs

• Adjustments Overview
• Inventory Lot Detail Overview
• How to Record Physical Discrepancy
• How to Correct Lot Cost