Assigning Serial/Lot Numbers to Transfers
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 transferring serialized and/or lotted items to another location, you can assign serial and/or lot numbers in the I/C Transfers form to retain a full transaction history.
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Select I/C Transactions > Transfers to display the I/C Transfers form if you haven't already done so.
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Process the inventory transfer 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 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 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: 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 Transfers form. Continue processing the transaction, then post. 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.
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:
Transferring Goods between Two Locations
Understanding Serialized Inventory and Lot Tracking