Assigning Serial/Lot Numbers During Receipt of Goods
When receiving serialized and/or lotted items from suppliers, you can assign serial and/or lot numbers in the I/C Receipts form to retain a full transaction history.
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Select I/C Transactions > Receipts to display the I/C Receipts form if you haven't already done so.
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Process the receipt as per usual. After selecting a serialized and/or lotted item and entering a quantity, an allocation form appears for you to assign serial/lot numbers to the items.
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If receiving a serialized item, select the Serials tab. You can accept or change the default number that appears in the Next Serial Number field, then click Add to individually add one serial at a time. Or click Auto-Gen to automatically assign the required number of serials. As well, you can press the Insert key and manually enter the number or use the Finder in the Serial Number column to manually select the serials from the list of available numbers for the specified location.
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If receiving a lotted item, select the Lots tab. Use the Make X Lots OR Each Lot has X fields to define the number and quantity of lots you want to work with. Accept or change the default number that appears in the Next Lot Number field, then click Add to individually add lots or click Auto-Gen to automatically assign the required number of lots. As well, you can press the Insert key and manually enter the number.
Tip: Make sure the numbers conform to the mask defined in setup when manually entering serial and/or lot numbers.
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Click Close to return to the underlying transaction in the I/C Receipts form. Continue processing, then post the transaction. Be sure to assign the required number of serials/lots, as an error message will appear when you try to exit the form if you don't. Refer to the count section at the bottom of the form to see what remains to be assigned.
You may wish to update the status of the serial or lot numbers you assigned during receipt. For instance, you can add an expiry date to a serial or to put a lot on quarantine. Use the Serial Numbers or Lot Numbers form in I/C Items and Price Lists to do so.
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