Update Batch's Lot Number and/or Expiration Date

Modified on Wed, Nov 8, 2023 at 5:36 PM

Pharmacists and Manager-level users can update the lot and/or expiration date on the Item Batch Summary report. In order to view the Edit option, a user must have all of the following permissions: 

  • Permission to view the Item Batch Report
  • Permission to verify batches
  • Permission to update lots & expiration dates

To start the process of updating the lot number or expiration date for a batch, click the Edit icon next to the batch you want to update.

Clicking the Edit icon will open up a new modal that allows the lot and/or expiration of that batch to be updated.


Updating the lot number updates the lot number of only the items in the selected batch.

Updating the expiration date updates the expiration dates of items in that batch and all other expiration dates of items sharing that NDC and lot number. A warning message will display information that updating this expiration date will update the date for all items with this NDC and lot number.

The lots and expirations activities are updated on all reports where lot number and expiration date is displayed.

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