This work may be handled from any outbound document and its posted entries displayed in the related item ledger entries. The program supports two typical scenarios:
Selecting from existing serial/lot numbers. Used when item tracking numbers have already been assigned during an inbound transaction.
Assigning serial/lot numbers during outbound transactions. Used when item tracking numbers should only be assigned to items that are sold and ready to be shipped.
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.
Select the relevant document line and click Line, Item Tracking Lines.
You can now assign item tracking numbers in the following ways:
Automatically, by clicking Assign Serial No. or Assign Lot No. to have the program assign serial/lot numbers from predefined number series.
Automatically, by clicking Create Customized SN to have the program assign serial/lot numbers based on parameters you define specifically for the outbound item.
Manually, by entering serial/lot numbers, irrespective of number series.
Suppose you choose to use the Assign Serial No. function to assign the next sequence of your predefined serial numbers as well as a new lot number
Click Functions, Assign Serial No.
The Quantity to Create field contains the line quantity by default, but you can modify it.
Place a check mark in the Create New Lot No. field to organize the new serial numbers in a distinct lot.
Click OK to have the program create a lot number and new individual serial numbers according to the quantity to handle on the related document line.
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.
Selecting from Existing Serial/Lot Numbers
Viewing Serial/Lot Numbers Sold to Customers