Table of Contents

Set Up Inventory Restrictions

  1. Choose the icon, enter Inventory Restriction Setup, and then choose the related link.

    Tip

    You can also access this page from the Manual Setup page.

  2. Populate the following fields:

    Field Description
    Sub-Lot Separator Enter a string up to 20 characters as a separator. If you leave this field blank, the sub-lot number will not contain a separator.
    Sub-Lot Counter Format Select the format that you want to be added at the end of the sub-lot number.
    Default Sub-Lot Rule Select Merge or New Sub-Lot as a default value for when you perform a sub-lot transaction.
    Expiration Warning

    Enter the date calculation to alert users that inventory is about to expire.

    The value must be a positive date. For example, enter 15D to be alerted when inventory is going to expire within the next 15 days.

    You can see the expiring inventory on the Lot No. Information Card page or from the Inventory Restriction Journals page. See View Expiring Inventory for more information.
    Expiration Warning Restriction Code

    Select the inventory restriction code that will be applied to inventory lots that are about to expire.

    See Apply Restrictions to Nearly Expired Inventory for more information.

Assisted Setup

Alternatively, you can complete the setup via a wizard:

  1. Choose the icon, enter Assisted Setup, and then choose the related link.

  2. In the Get started with apps from NIC Systems Inc group, select Set up inventory restrictions to open the Inventory Restrictions Setup Wizard.

    If you are asked if you want to run the assisted setup again, select Yes.

  3. Select Next as needed and populate the following fields as you go through the wizard:

    Field Description
    Sub-Lot Separator Enter a string up to 20 characters as a separator. If you leave this field blank, the sub-lot number will not contain a separator.
    Sub-Lot Counter Format Select the format that you want to be added at the end of the sub-lot number.
    Default Sub-Lot Rule Select Merge or New Sub-Lot as a default value for when you perform a sub-lot transaction.
    Expiration Warning

    Enter the date calculation to alert users that inventory is about to expire.

    The value must be a positive date. For example, enter 15D to be alerted when inventory is going to expire within the next 15 days.

    You can see the expiring inventory on the Lot No. Information Card page or from the Inventory Restriction Journals page. See View Expiring Inventory for more information.
    Expiration Warning Restriction Code

    Select the inventory restriction code that will be applied to inventory lots that are about to expire.

    See Apply Restrictions to Nearly Expired Inventory for more information.

  4. Select Finish.

    Upon completing the wizard, the Inventory Restrictions Setup page will be updated with the values you selected in the wizard.