Modifying the Sample Lot in a Transaction Item
Use the Sample Lot Edit page to modify the sample lot in a transaction item. The Sample Lot Edit page shows the complete set of fields for a sample lot.
Before you begin. To modify sample lots in a transaction item, your user role must include the Enable Basic Samples Operations privilege.
To modify the sample lot in a transaction item
- On the Sample Transaction List page, drill down on the Name field to open the transaction record that you want.
NOTE: The transaction record that you open must have a status of In Progress. Transactions that have a status of Submitted cannot be modified.
- On the Sample Transaction Detail page, go to the Transaction Item line item that you want to modify.
- In the Lot # field of the Transaction Item line item, click the Lookup icon to select a different sample lot to associate with the Transaction Item line item, if required.
NOTE: Only sample lots that are being tracked by lot number in the inventory (that is, sample lots that have the Inventory by Lot check box selected) are available for selection.
- In the Lot # field of the Transaction Item line item, click the name of the sample lot, click Edit on the Sample Lot Detail page, and then modify the sample lot fields as required (see Sample Lot Fields for more information).