Assign Lot Numbers or Serial Numbers to a Debit Note
Overview
The following topic provides an overview of serialized inventory and lot tracking:
To assign serial numbers or lot numbers to a debit note:
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Open Order Entry > O/E Transactions > Credit/Debit Note Entry.
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Select Debit Note as the document type.
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Select
Items Removed From Inventory
as the debit type.You cannot assign lot numbers or serial numbers for Damaged Item or Price Adjustment debit types.
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Select an invoice number, if necessary.
The program automatically fills in other fields with information from the invoice.
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For items that are not kitting items:
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Enter a quantity in the Quantity column, and then click the Quantity column heading.
If you are editing an existing document, and you only want to change a serial number or lot number already assigned, select the item line, and then click the Quantity column heading.
The
Serial/Lot Numbers form that appears
includes a Serials tab if the item is serialized and/or a Lots tab if
the item is lotted.
The Serial/Lot Numbers Generation form appears if you are entering a credit note. It lets you select serial numbers that are assigned to items that have been shipped, or generate new serial numbers for items that the customer is returning.
The Serial/Lot Number Allocation form appears if you are entering a debit note. It lets you allocate serial numbers that are not yet assigned to items.
Click here for help on the fields on the Serial/Lot Numbers form.
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Use the Serials tab to assign serial
numbers.
You assign serial numbers for a debit note in one of the following ways:
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Type the serial numbers in the Serial Number list, or use the Finder to add them one at a time.
Or
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Click the Auto-Alloc. button to allocate the required serial numbers, beginning with the first available serial number.
Or
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Select the Auto-Allocate From option, type or select the starting number for the sequence in the field that appears, and then click Auto-Alloc. to allocate all the required serial numbers.
-
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Use the Lots tab to assign lot numbers.
You assign lot numbers for a debit note in one of the following ways:
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Type the lot numbers in the Lot Number list, or use the Finder to add them one at a time.
Or
-
Click the Auto-Alloc. button to allocate the required lot numbers, beginning with the first available lot number.
Or
-
Select the Auto-Allocate From option, type or select the starting number for the sequence in the field that appears, and then click Auto-Alloc. to allocate all the required lot numbers.
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The quantity of serial numbers or lot numbers you require appears in the Serial (or Lot) Number list. The quantity remaining to be allocated is reduced as you allocate numbers.
For
kitting items,click
here for instructions on assigning numbers.
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Select the kitting item on the grid, and then click the Components button.
The Kitting Components form appears, listing the items that make up the kit.
The Serialized/Lotted column displays Yes for items that are serialized or lotted.
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For each serialized or lotted item:
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Select the line on the grid, and then click the Quantity column heading.
Use the Serial/Lot Numbers form that appears to allocate serial numbers and/or lot numbers for the quantity you are adjusting, as for non-kitting items.
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Click Close to return to the Kitting Components form.
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Click Close to return to the Credit/Debit Note Entry form.
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When the quantity of serial numbers and/or lot numbers remaining is zero, click Close to return to the Credit /Debit Note Entry form.
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Enter any additional information required for the document, and then post the transaction, as usual.
Related
topics
Assign Lot Numbers or Serial Numbers to an OE Credit Note
Assign Lot Numbers or Serial Numbers to an O/E Order
Assign Lot Numbers or Serial Numbers to an O/E Invoice