Allocate Lot Numbers in Material Returns Transactions
Overview
For an overview, see Allocating Serial and Lot Numbers in Material Transactions - Overview.
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Open Project and Job Costing > PJC Transactions > Material Returns.
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Enter header information for the transaction, as usual.
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Enter the transaction details, using the Quantity field for each lotted item, as follows:
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On the detail grid,
enter a quantity, and then press the Tab key or click the Quantity column
heading.
If you are using the Detail Material Returns/Taxes form to enter a detail, enter a value in the Quantity field, and then press the Tab key, or click the Zoom button beside the field.
If you are changing a lot number for an existing detail and you don't want to change the quantity, accept the value in the Quantity field, and then click the Quantity column heading.
The Serial/Lot Numbers Generation form appears.
Click here for help on the fields on the Serial/Lot Numbers Generation form.
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Click the Lots tab.
The quantity that you need to allocate to lots appears in the Lot Qty Required field.
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If you are generating lot numbers for the items, specify whether to use a fixed number of lots with evenly distributed quantities, or lots that include a specific quantity.
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To generate a fixed number of lots with evenly distributed quantities, type the number of lots to create in the Make [ ] Lots field.
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To generate lots that include a specific quantity, type the quantity each lot should have in the Each Lot Has [ ] field.
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Assign quantities to lot numbers in any the following ways:
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To assign existing lot numbers, using one line in the grid for each lot, type or select the lot number in the Lot Number column, and then enter the quantity you are returning for that lot.
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To generate new lot numbers one at a time, accept the number in the Next Lot Number field or type a different number, and then click the Add button.
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To generate all required lot numbers at once, accept the number in the Next Lot Number field or type a different number, and then click the Auto-Gen. button.
The quantity remaining to be allocated is reduced as you allocate numbers.
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When the quantity in the Remaining field is zero, click Close.
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Click Add (or Save).
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If you are using the Detail Material Usage /Taxes form and you have finished entering details, click Close.
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When you are ready to post the transaction, click Post.