Assigning Serial/Lot Numbers during Inbound Transactions

Companies may want to keep track of items from the moment they enter the company. In this situation the purchase order is often the central document, although item tracking may be handled from any inbound document and its posted entries displayed in the related item ledger entries.

The exact rules for handling item tracking numbers across your company are governed by the setup of the Item Tracking Code table.


To handle item tracking numbers in warehouse activities, the item must be set up with SN/Lot Warehouse Tracking, as this dictates the special principles governing serial/lot numbers in warehouse.

To Assign Serial/Lot Numbers during Inbound Transactions:

  1. Select the relevant document line and click Line, Item Tracking Lines.

You can now assign item tracking numbers in the following ways:

Suppose you choose to use the Create Customized SN function to assign unique item tracking numbers in a new number series:

  1. Click Functions, Create Customized SN.

  2. In the Customized SN field, enter the starting number of a descriptive serial number series, for example S/N-Vend0001.

  3. In the Increment field, enter 1 to define that each sequential number increases by one.

The Quantity to Create field contains the line quantity by default, but you can modify it.

  1. Place a check mark in the Create New Lot No. field to organize the new serial numbers in a distinct lot.

  1. Click OK.

The program now creates a lot number with individual serial numbers according to the item quantity of the document line, starting from S/N-Vend0001.

The matrix of quantity fields in the form header displays dynamically the quantities and sums of the item tracking numbers you define in the form. The quantities must correspond to those of the document line, which is signified by 0 in the Undefined fields.

When the document is posted, the item tracking entries are carried to the associated item ledger entries.

Related Topics

Setting Up Item Tracking Codes

Viewing Serial/Lot Numbers from Vendors