Allocate Serial Numbers to Items in Material Usage Transactions

Allocate Serial Numbers to Items in Material Usage Transactions

Overview

Before you start

To allocate serial numbers to items in a material usage transaction:

1. Open Project and Job Costing > PJC Transactions > Material Usage.

2. Enter the header for the material usage transaction, as usual.

3. Enter transaction details, using the Quantity field for each serialized item, as follows:

1. On the detail grid, enter a quantity, then press the Tab key or click the Quantity column heading.

   If you are using the Detail Material Usage/Taxes form to enter the transaction details, enter a value in the Quantity field, and then press the Tab key to leave 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.

If you are editing an existing transaction and you don't want to change the quantity, click the Zoom button beside the Quantity field.

The Serial/Lot Numbers Allocation form appears.

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

2. Click the Serials tab.

The quantity of serial numbers that you need to allocate appears in the Serial Nos. Required field.

3. Use the grid on the Serials tab to allocate serial numbers in one of the following ways:

4. To allocate serial numbers one at a time, type or select the serial numbers in the Serial Number column.

• To allocate the required serial numbers beginning with the first available serial number, click the Auto-Alloc. button.

• To allocate all the required serial numbers from a particular range of numbers, 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.

The quantity in the Remaining field is reduced as you allocate serial numbers.

4. When the quantity in the Remaining field is zero, click Close.

5. Click Add (or Save).

6. If you are using the Detail Material Usage /Taxes form and you have finished entering details, click Close.

4. When you are ready to post the transaction, click the Post button.

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