Page Comparison

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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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Product Committee please review the following three solutions and let us know which you have questions on, which you prefer and why.

Solution 1: Mandatory SOH balance check & deactivate original stock card

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 (60) and that initial SOH summary must equal with Drug A current SOH (80). 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. This would not allow an allocation of the 20 that was donated since it would not have an approved lot amount. The user would need to make an adjustment to remove the 20 from the SOH.

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Solution 2: Freely record lot & hide original stock card

There is no balance validation check between Drug A SOH and its lot SOH summary but when a lot stock card is created under an existing Drug then the existing stock card of that Drug become invisible for end user. In this case, storeroom manager can choose lot2 or lot3 to create stock event and the initial SOH quantity can be any positive integer and there is no validation check whether the SOH summary of lot2 and lot3 matches Drug A SOH (100). However, after the stock card of lot2 or lot3 is created then Drug A’ s stock card become invisible for storeroom manager and its SOH remains 100 until a decision is made on how to deal with those stock amounts. A user would not need to make an adjustment to remove the 20 since it would be ignored

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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 defined' stock card, Lot2 stock card, Lot3 stock 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 defined SOH reduces to the appropriate level.

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