Assign Lot Numbers to Material Transactions
Overview
Project and Job Costing is fully integrated with Sage ERP Accpac Lot Tracking, which you can use to track material transactions you process using Material Usage, Material Returns, and Adjustments forms.
If an item in a transaction detail uses lot numbers, you can open a separate Serialized Inventory form where you can assign a serial number to the item.
If you use both Serialized Inventory and Lot Tracking, you can choose whether to launch one or the other program, or both programs.
To assign a lot number to a material usage or material return detail:
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Enter the material usage or material return, as usual.
Be sure to use the detail entry form to enter transaction details. (Click the Detail/Tax button to open the form.)
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Enter a value in the Quantity field, and then press the Tab key to move out of the Quantity field.
The Lot Tracking dialog box opens (if it is not already open following a previous assignment of serial numbers).
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Assign the lot numbers in one of the following ways:
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To assign lot numbers one at a time, in the Quantity Shipped field, enter the quantity or press the spacebar. Lots will be displayed in the order specified on the L/T Options form.
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To assign lot numbers all at once, select the Quantity Shipped field, and then click the Auto-Allocate button. Lots will be allocated in order from the first lot selected.
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To create lot numbers “on the fly,” click the Generate button. Another form will appear, allowing you to add a new lot into the system. New lots appear in the Quantity Available field once you close the Generate form.
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Edit the lot numbers as necessary. To change the quantity allocated from a lot, either edit the Quantity Shipped field or select the Clear button to remove lots.
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Click Save to save the lot numbers you allocated, and then click Close. (These are marked as Sold in the database once you post the transaction.)
To close the form without saving the lot numbers, click Close.