An item lot type is a commercial grade of one item, such as saleable, sample or promotional stock, that document lines and rules can tell apart without a second item. Order, quote, invoice, purchase and inventory lines carry it; price list, tax group, scheme and item group rules can target it (a blank lot type on a rule matches every line; discount group rules store it but ignore it); goods receipts copy it onto the lots they create; and for lot-tracked items, invoicing and fulfilment allocation pick only lots of the line's lot type. It is not a lot and not a lot-tracking setting, and stock balances are not split by it. It has no numbering, status or actions beyond New, Edit and Delete.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
ExternalItemCode | External Item Code | Text | | The product code another system uses for this grade (up to 20 characters), for reconciliation and integrations. No internal process reads it. |
Id | Id | Guid | Yes | |
IsPromo | Promo | Boolean | | Labels the grade as promotional stock. Off by default. No process reads it; price list, tax group and scheme rules that name the lot type are what change its treatment. |
IsSaleable | Saleable | Boolean | | Labels the grade as ordinary sellable stock. Off by default. No process reads it: it does not allow or block selling, pricing or lot selection. |
IsSample | Sample | Boolean | | Labels the grade as sample or demonstration stock. Off by default. No process reads it; to price sample stock differently, add a price list rule for this lot type. |
ItemId | Item | Lookup → Item | | The item this lot type belongs to. Optional, but order, invoice, delivery order and opportunity lines only offer lot types whose item is the line's item, so a lot type without an item is missing from those pickers. The same grade under two items is two records. |
LotTypeCode | Code | Text | | Short internal code for the lot type, shown as Lot Type Code in the list and record header. Useful in imports and integrations; no process matches on it. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
MRP | MRP | Number | | Not stored on lot types and not shown on their forms. Record MRP on the item lot instead. |
Name | Name | Text | | The name shown in lot type pickers on document lines. Up to 100 characters. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | Not stored on lot types and not shown on their forms. Lot types are not scoped to a company. |
PriceCode | Price Code | Text | | Short code (up to 10 characters) a pricing setup can quote for this grade. Informational: price list rules link to the lot type record itself, not to this code. |
RecordTypeId | Record Type | Guid, hidden | | |
RelatedItemLotId | Related Item Lot | Lookup → ItemLot | | Not stored on lot types and not shown on their forms. Related lots are linked on the item lot. |
SKUId | SKU | Lookup → SKU | | Not stored on lot types and not shown on their forms. Choose the SKU on the document line. |
StorageLocationId | Storage Location | Lookup → StorageLocation | | Not stored on lot types and not shown on their forms. Storage location is set on lines and lots. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
VariationCode | Variation Code | Text | | Short code (up to 10 characters) that tells this grade apart from the item's other lot types. Informational. |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | Edit In Line |
EditListHeader | Edit | EditInline | EditListHeader |
EditListRow | Edit | Edit | EditListRow |
New | New | New | New |
UIAction | UI Action | UIAction | UI Action |
