Assign Lot Numbers or Serial Numbers to an O/E Shipment
Overview
The following topic provides an overview of serialized inventory and lot tracking:
Note: You can allocate serial numbers and/or lot numbers using the order quantity only if options in Inventory Control allow you to do so. Otherwise, you must allocate numbers to the quantity shipped, as described in this topic.
To assign serial numbers or lot numbers to a shipment:
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Open Order Entry > O/E Transactions > Shipment Entry.
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Enter information for the shipment, as usual.
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If you specified an order number and you are shipping all of the items on backorder:
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Click the Ship All button.
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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. Shipped 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 shipment 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 a shipment 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.
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Click the Components button.
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On the Kitting Components form that appears, select a serialized or lotted item, and then click the Zoom button for the Qty. Shipped 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 a shipment 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 a shipment 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.
-
If you are not shipping all the items, or if you did not specify an order number, for each serialized or lotted item:
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Specify an inventory location for each item detail. (Because serial numbers and lot numbers are maintained by location, you must specify a location before you enter a quantity.)
-
In the Quantity Shipped field, enter the quantity you are shipping, and then click the Zoom button (
)
for the Qt.y. Shipped 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 a shipment 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 a shipment 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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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 shipment, as needed, and then click Post.