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  • String lotCode (required—if the shipment really does not have a code, and only has an expiration date, then users could paste that date into this code field)
  • Date expirationDate (optional)
  • Date manufactureDate (optional)
  • reference to a TradeItem (required) — this object gives us access to the Manufacturer name, etc, which will be helpful for display. (in V2 this was a reference to a product)
  • boolean active flag — potentially a future feature to be able to set a Lot as inactive after it has gone out of circulation; or maybe this is connected to how you archive the lot instead of a DELETE endpoint
  • UUID will get assigned to the Lot in ReferenceData, but it won't be visible to the user

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How do we balance the usability and technical implementation of turning on and off lots?

Open Question : Would an implementor want to restrict all stock information to ONLY be tracked within lots? This means a TradeItem by itself couldn't have a SOH amount, but rather it would summarize all the stock amounts across the associated lots. This means all storerooms must associate all stock to a lot.

Open Question : Would an implementor want to track stock both within and without lots? This means a TradeItem could have a SOH amount plus the stock amounts across lots. This means storerooms could make movements against a tradeItem without an associated lot.  

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Before creating stock cards for lot2 and lot3, store room manager must balance the Drug A’s SOH correctly to lot2 and lot3 SOH summary. In this case, the system will provide a UI for storeroom manager to input the initial SOH of lot2 (20) and lot3 (80) and that initial SOH summary must equal with Drug A current SOH (100). This validation is mandatory and storeroom manager is not allowed to create new stock events until he records all the lot information and pass the validation check. After he passes the validation check, then the system will deactivate the stock card of Drug A and storeroom manager will not record stock event for Drug A’s stock card. 

Open Question : what if there is stock on hand which doesn't have an approved lot?


The SOH summary page will change to:

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Product codeProductLot numberExpiry DateSOH Action
A001Drug A

10080


Lot212/201920View


Lot303/20208060View
A002Drug B

200View
A003Drug C

300View

The original 100 for Drug A is now invisible.

Solution 3: Keep both lot and original stock cards

There is no mandatory balance validation check between Drug A SOH and its lot SOH summary. Storeroom manager can create stock event on either Drug’s original stock card or the lot’s stock card but the original stock card is independent from lots’ stock card. In the case, there will be three stock cards for Drug A in the system: Drug A' No Lot' stock card, Lot2 stock card, Lot3 stock card and the card. Essentially we do not assume the stock on hand belongs to Lot2 and Lot3. IF it does, then the end user must make adjustments to the DrugA No Lot SOH to bring it down to the appropriate level. The SOH summary changes to:

Facility HC - HIV program

Product codeProductLot numberExpiry DateSOH Action
A001Drug A

300200


No Lotlot defined
100View


Lot212/20195020View


Lot303/202015080View
A002Drug B

200View
A003Drug C

300View

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