Good morning,

Here's an explanation of a problem from one of our purchasing dept's. I could call Sage support and open a ticket, but wanted to see if this has an alternative quick resolution.

We have an issue that I created last year when I did the following (broken down into steps)

1. Created an item in Item Maintenance with the valuation type of FiFo.
2. Added that item to an open purchase order.
3. Realized the item needed to be Lot valuation, deleted the line off the PO so I could change the valuation to Lot.
4. Saved the item in item maintenance, but did not update the PO (if you press cancel, it goes back to the original item and quantity, which I wanted anyways, right? ) (this was wrong).
5. Received the PO as normal under receipt of goods, failed to notice no prompt to receive a lot number.
6. Discovered that when trying to invoice the item, sage wanted a lot to invoice, but there was none listed, as the inventory had been received as FiFo.
7. Did a return of goods on the PO to reverse that inventory out, then received it with a lot.
8. Now we’ve discovered that the original FiFo Lot, did not disappear from the “Cost Detail” tab of Item Inquiry/Maintenance, despite not showing on the “Main” tab. The original FiFo lot also shows in an Inventory Valuation report.

Now we need to get that phantom lot out, but its unclear how. If we did an Inventory Transaction Adjustment, even if the system lets us, which it might not, as there’s no Lot to adjust, that would still show as a loss of material, to the tune of tens of thousands.

Is there a way to get these lots out of “inventory” in a “backdoor” way, so that it doesn’t show as a loss?

Thanks for reading