Skip to content
English
Contact Us for Support
  • There are no suggestions because the search field is empty.

Correcting A Lot Number For Received or Dispensed Inventory

If you receive inventory with the wrong lot number, this can be corrected from the View/Edit Inventory screen of the protocol.

Corrections to the Lot Number will edit any selected inventory, create an Inventory Edit transaction and an entry in the Audit Log, and will edit all historical receipts, send outs and prescription fills where this inventory ID was used. 

 

  1. Navigate to the protocol.
  2. Click on the Inventory Tab.
  3. Click on View/Edit Inventory.
  4. Select the drug from the drop down menu.
  5. Locate the item(s) you need to edit. 

    Additionally, you can also add a filter by lot number here as well.

    If you are trying to correct already dispensed or quarantined inventory, you may need uncheck the status flag to show items with a quantity of 0

     

  6. Click on the Edit link on the right side.

    If you are editing multiple items from the same lot number, you only need to click on Edit for an item in that lot number.

     

  7. On this screen, the Drug Name and Lot Number are automatically selected. From the drop down menu, select Correct a Lot Number.
  8. A grid will appear of inventory you can select that you wish to update. The grid defaults to 5 visible rows of inventory.
    We recommend you select the Show All from the pagination drop down menu to ensure you are selecting the correct inventory.

     

  9. Once the correct inventory has been selected, enter the correct Lot Number. 
  10. You will also need to enter a reason for the edit. This reason will be visible on the DARF.
  11. Once completed, click on the blue Save Edit button.