Allocate Serial Numbers to Items in Material Returns Transactions
Overview
For an overview, see Allocating Serial and Lot Numbers in Material Transactions - Overview.
To allocate serial numbers to items you are returning:
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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 serialized 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.
Note: You
cannot assign a serial number to a fractional quantity. Therefore, enter a quantity that will result in
a whole number when the program converts the unit of measure to stocking
units.
The program assigns serial numbers using the stocking unit of measure. For example, if the stocking unit is Each and you use Half for the transaction, you must enter a whole, even number greater than 2.
If you are reallocating serial numbers 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 Serials tab.
The quantity of serial numbers that you need to allocate appears in the Serial Nos. Required field.
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Allocate serial numbers in one of the following ways:
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To allocate serial numbers manually � Type or select the serial numbers in the Serial Number column.
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To allocate all the required serial numbers beginning with the first available serial number� Click the Auto-Alloc. button.
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To allocate serial numbers from a particular range of numbers � Select the Auto-Allocate From option. In the adjacent field, type or select the serial number to begin the series, and then click the Auto-Alloc. button.
The quantity in the Remaining field is reduced as you allocate serial 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 Returns/Taxes form and you have finished entering details, click Close.
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When you are ready to post the transaction, click Post.