Assigning Serial/Lot Numbers for Shipments
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 shipping serialized and/or lotted items to customers, you can assign serial and/or lot numbers in the I/C Shipments form to retain a full transaction history.
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Select I/C Transactions > Shipments to display the I/C Shipments form if you haven't already done so.
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Process the shipment 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 item.
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If using a serialized item, select the Serials tab. Press the Insert key with your cursor 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 select the Auto-Allocate from checkbox, specify a starting value in the field, then click Auto-Alloc to automatically assign the required number of serials.
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If using a lotted item, select the Lots tab. Press the Insert key with your cursor in the detail grid and manually enter the number, or use the Finder in the Lot Number column to manually select the number from the list of available numbers for the specified location. Or select the Auto-Allocate from checkbox, specify a starting value in the field, then click Auto-Alloc to automatically assign the required number of Lots.
Tip: When manually entering serial and/or lot numbers, make sure the numbers already exist and conform to the mask defined in I/C Setup.
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Click Close to return to the underlying transaction in the I/C Shipments form. Continue processing the transaction, then post.
Tip: Refer to the count section at the bottom of the form to see what remains to be assigned. An error message will appear when you try to exit the form without assigning the required number of serials/lots, unless the Allow Serial/Lot Quantity to be Different from the Quantity in the entries checkbox is selected in I/C Setup.
For help about fields and buttons on the generation/allocation forms, click the Field List button at the top of this help page.
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