You can define customer lot preferences for sales items. When an item lot is entered on a sales order for the customer, the program alerts you if the entered lot does not meet the defined lot preferences.
Steps
In the search box, enter Customers, and then choose the related link.
Select the customer that you want to assign one or more lot preferences to.
On the Navigate tab, in the Sales group, choose Lot Preferences. The Customer Lot Preferences page appears.
The Customer Lot Preferences page contains three tables. Define lot age preferences in the top table, lot specification preferences in the middle table, and lot freshness preferences in the bottom table. Each line you create on this page is for a specific inventory item.
In the Item No. field in the appropriate table, select the item for which you want to set up customer lot preferences.
Fill in the remaining fields.