Assign Lot Numbers or Serial Numbers to an Order

Sage ERP Accpac Order Entry 6.0

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Assign Serial Numbers or Lot Numbers to an Order

Overview

The following topic provides an overview of serialized inventory and lot tracking:

Note: If Inventory Control permits the allocation of serial numbers and/or lot numbers using Order Entry's Qty Ordered field, you can allocate serial numbers or lot numbers to the order quantity for active orders. Otherwise, you must allocate numbers to the quantity shipped.

You cannot allocate serial numbers and lot numbers to the order quantity for future orders, standing orders, or quotes.

To assign serial numbers and/or lot numbers to an order:

  1. Open Order Entry > O/E Transactions > Order Entry.

  2. Start a new order that includes a detail for a serialized or lotted item, or display an existing order.

  3. Allocate serial numbers and lot numbers to the items.

For items that are not kitting items:

  1. Enter a quantity for the item in the Qty. Ordered field (or accept the quantity, if it is correct), and then press Tab, or click the Zoom () button, if it is available.

If Inventory Control uses the option to allocate serial numbers and/or lot numbers using the order quantity, the Serial/Lot Numbers Allocation form appears. (You must allocate serials numbers and/or lot numbers using the Qty. Ordered field before you can ship them using the Qty. Shipped field.)

  1. If the Serial/Lot Number Allocation form does not appear, enter a quantity in the Qty. Shipped field, and then press the Tab key or click the Zoom () button to display the form.

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.

Click here for help on the fields on the Serial/Lot Numbers form.

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 order 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 order 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

    • 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.

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.

  1. When the quantity of serial numbers and/or lot numbers remaining is zero, click Close to return to the Order Entry form.

For kitting items,click here for instructions on assigning numbers.

  1. 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.

  1. For each serialized or lotted item:

  1. On the item line on the grid, click the Qty. Ordered field, and then press the Tab key, or click the Zoom () button if it is available.

If Inventory Control permits you to allocate serial numbers and/or lot numbers using the order quantity, the Serial/Lot Numbers Allocation form appears.

If the Serial/Lot Number Allocation form does not appear, enter a quantity in the Qty. Shipped field, and then press the Tab key or click the Zoom () button to display the form.

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.

  1. Click Close to return to the Kitting Components form.

  2. Click Close to return to the transaction entry form.

  1. If you are shipping the items, now, and you have not already entered a quantity shipped, enter a quantity in the Qty. Shipped field, and then press Tab, or click the Zoom () button.

  2. On the Serials/Lot Numbers Allocation form that appears:

  • If Inventory Control does not use the option to allocate serial numbers for the quantity ordered, you must allocate the required serial numbers for the quantity shipped.

To identify serial numbers.

If you need to allocate serial numbers for the quantity shipped (rather than the quantity ordered):

  • To assign numbers one at a time, use the Finder in the Serial Number column to select serial numbers.

Or

  • To automatically assign all serial numbers starting with a specified number:

  1. Select the Auto-Allocate From option. In the next field, use the Finder to select a starting serial number, or enter the number manually.

  2. Click the Auto Alloc. button to allocate the required number of serial numbers to the items.

To identify the shipped serial numbers:

  1. To change the Shipped status to Yes for individual serial numbers, double-click in the Shipped column on a line.

  2. To change the Shipped status to Yes for all the serial numbers in the list, click Ship All.

If you allocated serial numbers to the quantity ordered, you can view the serial numbers, but you cannot change them.

  • If Inventory Control does not use the option to allocate lot numbers for the ordered quantity, allocate the required lot numbers for the quantity shipped.

To identify lot numbers.

  • To allocate lot numbers one at a time, use the Finder in the Lot Number column to select lot numbers.

Or

  • To automatically allocate lot numbers, starting from a specified number:

  1. Select the Auto-Allocate From option. In the next field, use the Finder to find and select a starting lot number, or enter it manually.

  2. Click the Auto Alloc button to allocate the required number of lot numbers.

  3. Enter or change the quantities for each lot in the Quantity column, as needed.

  4. Indicate the quantity shipped:

  5. For individual lines, enter or change the amounts in the Quantity Shipped column as needed.

  6. To ship all of the lot numbers listed on all lines, click Ship All.

If you allocated lot numbers to the quantity ordered, enter the quantities that you are shipping for each lot.

  1. Click Close to return to the Order Entry form.

  2. Fill in any additional information required for the order, and then click Post.

Related topics

Assign Lot Numbers or Serial Numbers to an OE Credit Note

Assign Lot Numbers or Serial Numbers to an O/E Debit Note

Assign Lot Numbers or Serial Numbers to an O/E Shipment

Understanding Serialized Inventory and Lot Tracking

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