Allocate Lot Numbers in Material Usage Transactions
Overview
For an overview, see Allocating Serial and Lot Numbers in Material Transactions - Overview.
Before
you start
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Use the Lot Number Inquiry form in Inventory Control to check that lots are available for the items at the location you plan to use in the material usage transaction.
To allocate lot numbers in a material usage transaction:
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Open Project and Job Costing > PJC Transactions > Material Usage.
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Enter header information for the transaction, as usual.
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Enter transaction details, using the Quantity field for each lotted item, as follows:
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Select the detail on the grid,
and then click the Zoom button (
) for the Quantity field.If you are using the Detail Material Usage/Taxes form to enter a detail, enter a value in the Quantity field, and then click the Zoom button beside the field.
If you are editing an existing detail and you don't want to change the quantity, click the Zoom button for the Quantity field.
The Serial/Lot Numbers Allocation form appears.
Click here for help on the fields on the Serial/Lot Numbers Allocation form.
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Click the Lots tab.
The quantity that you need to allocate from lots appears in the Lot Qty. Required field.
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Use the grid on the Lots tab to specify lot numbers and the quantities to allocate from each lot.
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To allocate items from one lot at a time � Type or select each lot number in the Lot Number column, and then enter the quantity of items to allocate from the specified lot.
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To allocate all items at once, starting with the first available lot number � Click the Auto-Alloc. button.
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To allocate all items all at once, starting with a lot number you specify � Select the Auto-Allocate From option, type or select the starting number for the sequence in the field that appears, and then click the Auto-Alloc. button.
As you allocate from lots, the quantity in the Remaining field is reduced.
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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.