Introduction: Amending lot numbers in your inventory can be a crucial task, especially when errors occur or when switching to a new coding convention. This guide is designed for beginner AccountMate users and outlines effective procedures for amending lot numbers across different versions of AccountMate software. Whether you’re using AccountMate 10.4 for SQL/Express or earlier versions, you’ll find straightforward instructions to ensure your inventory remains accurate and compliant.

Understanding Lot Numbers: Lot numbers play a vital role in inventory management, particularly for businesses that track items based on specific quantities. They help identify, trace, and manage products efficiently. Changes to these numbers may be required due to various circumstances, including errors or modifications in coding conventions.

Versions Affected: The procedures described vary based on the version of AccountMate you are using. This article covers:

• AccountMate 12 for SQL, Express, and LAN
• AccountMate 11 for SQL and Express
• AccountMate 10 for SQL, Express, and LAN
• AccountMate 9 for LAN

Implementation Steps for AccountMate 10.4 and Higher: For users of AccountMate 10.4 and later, the software introduces the Amend Lot Number function, streamlining the process:

1. Access the Amend Lot Number function from the Maintenance menu in the Inventory Control module.
2. Input the warehouse code and item number for the inventory units you wish to amend.
3. Specify the current lot number and the new details, including projected expiration dates and quantities, and save your changes.

Steps for Older Versions: Users on versions older than 10.4 will need different procedures depending on whether items are purchased or created from work orders:

• Deleting and Re-adding Items: Adjust inventory by deleting the affected lot-controlled item using negative adjustments and then adding them back with new lot numbers.
• Disassembling Kit Items: When lot-controlled kit items are involved, disassemble them before amending their components.

Best Practices: To ensure accuracy when amending lot numbers:

• Document all adjustments with remarks in the system.
• Maintain consistent unit costs when re-adding items.
• Ensure compliance with accounting standards to avoid discrepancies in inventory valuation.

Conclusion: Amending lot numbers in AccountMate may seem complicated at first, but by following these structured procedures, you can easily manage your inventory records effectively. If you have questions or need further assistance, don’t hesitate to consult our resources or reach out to our support team. Keeping your inventory accurate fortifies business operations and enhances compliance.