Modify Lot- and Serial Number Data

Before making changes to the lot-/serial number information, you must first set the proper filters and run the Get Records function.

Note

If the number of filtered records exceeds the threshold defined in the Lot-/Serial No. Administration Record Threshold field in Quality Assurance Setup, then a message will open stating that this process will take some time. At this point, you can continue the process or cancel it and add more filters to reduce the number of records.

To enter filters for lot-/serial number data changes

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Lot-/Serial No. Administration, and then choose the related link.
  2. In the top section, enter the filter criteria for restricting the display to certain lots only.
    Note

    The Entry Date Filter field is not visible by default but can be added via the Personalize feature. Close and reopen page to enter a specific entry date or date range.

  3. Choose the Get Records action to populate the lines.

Changeable lot-/serial number data

In each line, almost all lot- or serial number data can be changed with regard to possibly activated access authorizations and verifications. The following lot- or serial number data can be changed:

  • Lot Number
  • External Lot Number
  • Serial Number
  • Status (Lot/SN)
  • Entry Date
  • Expiration Date
  • Quarantine Date
  • Retest Date
  • Warranty Date

To modify lot-/serial number data

To modify data, the Quantity field must be populated and the specific action must be filled in.

The Quantity field can be filled in manually or automatically with the inventory of the Lot No./Serial No. during update or always based on the setting in the Autofill Quantity field in the Filter section. The options are:

  • None: the Quantity field is always filled in manually.
  • Update: the Quantity field is filled in when any changes are made to the line, e.g., a new status or quarantine date is entered.
  • All: the Quantity field is filled in when either changes are made to the line or the Get Records action is run.

To modify non-lot or serial numbers

Depending on the specific action, a field (such as New Status (Lot/SN)) must be filled with the desired new value. With one alteration process, you can change various data records within one step – such as Status and Expiration Date – as long as you have the required authorizations (see QA Permissions).

Example
Only 100 units out of 500 of an item have been approved for release. In the Quantity field, you enter 100 and then enter Released in the New Status (Lot/SN) field. After posting, a new lot is created for the 100 released units and the original lot is reduced by 100.

To modify lot or serial numbers

When changing the Lot No. or Serial No., you must enter the complete quantity in the Quantity field. This means that lot splitting is not possible when changing these fields (see Lot Splitting). Furthermore, you cannot change another field in the same step as changing the field's lot- and serial numbers.

Example
Lot number LOT0005 has 200 units and for various reasons the number needs to be changed to LOT0010. In the Quantity field, you enter 200 and then enter LOT0010 in the New Lot No. field. After posting, LOT0005 has a quantity of 0 and LOT0010 has a quantity of 200.

To post changes

Once the changes are entered, select the line(s) to post and then choose the Post action to complete the modification.

A comment about the change can be entered during posting if the Skip comments update on Status posting toggle is turned off in the Quality Assurance Setup page. Depending on the setting in the Transfer Comments on Rename field on the Item Tracking Code Card, existing comments can be transferred (copied or moved or copied/moved with a new comment) to the new Lot- or Serial No. Information Card if a lot- or serial number is created through rename or split. For more information, see Transfer Comments on Rename.

Closing the Lot-/Serial No. Administration page

If you close the page before changes are posted, filter settings and line changes are saved and retrieved when the page is reopened. A message opens when the page is not empty on close, stating that records will be read again on opening.

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