Assign Lot Numbers or Serial Numbers to an O/E Invoice
Overview
The following topic provides an overview of serialized inventory and lot tracking:
Note: You can allocate serial numbers and/or lot numbers on an invoice only if you are invoicing for a quantity that is different from the quantity shipped.
To assign serial numbers or lot numbers to an invoice:
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Open Order Entry > O/E Transactions > Invoice Entry.
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Enter information for the invoice, as usual.
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For each serialized or lotted item (not kitting items):
-
Select the item, and then click the Zoom button (
) for the Qty. Invoiced field. -
Use the Serial/Lot Numbers Allocation
form to assign serial numbers and lot numbers,
as required.
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.
Use the Serial/Lot Numbers Allocation form to allocate serial numbers and lot numbers, as follows:
-
Use the Serials tab to assign serial
numbers.
You assign serial numbers for the invoice in one of the following ways:
-
Type the serial numbers in the Serial Number list, or use the Finder to add them one at a time.
Or
-
Click the Auto-Alloc. button to allocate the required serial numbers, beginning with the first available serial 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 serial numbers.
-
-
Use the Lots tab to assign lot numbers.
You assign lot numbers for an invoice in one of the following ways:
-
Type the lot numbers in the Lot Number list, or use the Finder to add them one at a time.
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.
-
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.
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If the item is a kitting item that contains serialized or lotted components:
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Select the item.
-
Click the Components button.
-
On the Kitting Components form that appears, select a serialized or lotted item, and then click the Zoom button for the Qty. invoiced field.
-
Use the Serial/Lot Numbers Allocation
form to assign serial numbers and lot numbers
to each component .
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.
Use the Serial/Lot Numbers Allocation form to allocate serial numbers and lot numbers, as follows:
-
Use the Serials tab to assign serial
numbers.
You assign serial numbers for the invoice in one of the following ways:
-
Type the serial numbers in the Serial Number list, or use the Finder to add them one at a time.
Or
-
Click the Auto-Alloc. button to allocate the required serial numbers, beginning with the first available serial 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 serial numbers.
-
-
Use the Lots tab to assign lot numbers.
You assign lot numbers for the invoice in one of the following ways:
-
Type the lot numbers in the Lot Number list, or use the Finder to add them one at a time.
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.
-
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.
-
Click here for help on the fields on the Serial/Lot Numbers Allocation form.
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Click Close to return to the transaction entry form. .
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Finish entering information for the invoice, as needed, and then click Post.