Assigning Serial/Lot Numbers to Assemblies/Disassemblies

This topic applies to you only if you are working with serialized or lotted inventory items,which requires installation of the Serialized Inventory and Lot Tracking license.

When creating assemblies in Inventory Control, you can use serialized/ lotted items as component or master items. You will be prompted to assign numbers when saving or posting an assembly or disassembly that contains a serialized and/or lotted item.

To assign serial/lot numbers to Assemblies/Disassemblies:

1. Select I/C Transactions > Assemblies to display the I/C Assemblies/Disassemblies form if you haven't already done so.

2. Process the transaction and save it as usual. A form appears for you to generate or allocate numbers to items when you post or save a new assembly. If working with an existing assembly, you can also click the Serials/Lots button to display the Generation/Allocation form.

3. If working with a serialized item, select the Serials tab. You will either be allocating or generating serials numbers, depending on whether you are assembling or disassembling an item.

If creating an assembly with a serialized item,insert a line in the detail grid and manually enter the number, or use the Finder in the Serial Number column to manually select the number from the list of available numbers for the specified location. Or you can accept or change the default number that appears in the Next Serial Number field, then click Add to individually add serials or click Auto-Gen to automatically assign the required number of serials.

If creating a disassembly with a serialized item,the procedure is very similar, except the button labels will read "Auto-Alloc" instead of "Auto-Gen" and the "Next Serial Number field" is replaced with "Auto-Allocate From".

4. If working with a lotted item, select the Lots tab. You will either be allocating or generating lot numbers, depending on whether you are assembling or disassembling an item.

If creating an assembly with a lotted item,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 insert a line in the detail grid and manually enter the number, or use the Finder in the Lot Number column to manually select the lots from the list of available numbers for the specified location.

If creating a disassembly with a lotted item,the procedure is very similar, except the button labels will read "Auto-Alloc" instead of "Auto-Gen" and the "Next Lot Number field" is replaced with the "Auto-Allocate From" checkbox. The Make X Lots OR Each Lot has X fields will not appear, as you will not need to generate new lot numbers for disassemblies.

5. Click Save to return to the underlying transaction in the Assemblies/Disassemblies form. Continue processing, then post the transaction.

For help about fields and buttons on the generation/allocation forms, click the Field List button at the top of this help page.

See also:

Understanding Serialized Inventory and Lot Tracking

Entering Quantities Using the Physical Inventory Quantities form