Managing Inventory Tracking and Reconciliation Without Lot Numbers

Siebel Samples Management supports using lot numbers for samples creation, shipment, receipt, transfers, adjustment, ordering, and disbursement without using lot numbers for inventory and reconciliation.

To support this behavior, you must make three changes:

• Set the value of two system preferences—Samples Lots Enabled and Lots for Disperse Only—to “True."

• Check the Lot# Tracking flag in the Administration - Product screen.

• Implement product visibility. For more information, see Retaining Sample Product Visibility.

When this behavior has been enabled, the Lot No. field is available but not required for samples creation, shipment, receipt, transfers, adjustment, ordering and call reporting. In addition, the Lot No. field is disabled in the Inventory Count and Reconciliation views.