Assign Serial Numbers to a Material Transaction

Sage ERP Accpac Project and Job Costing 6.0

previous page next page

Assign Serial Numbers to a Material Transaction

Overview

Project and Job Costing is fully integrated with Sage ERP Accpac Serialized Inventory, 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 serial numbers, you click the Zoom button beside the Quantity field to open a separate Serial Numbers 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.

Before you start

  • Make sure that the item you want to track uses serial numbers.

To assign a serial number to a material usage or material return detail:

  1. Enter the material usage or material return, as usual.

Be sure to use the detail entry form to enter the transaction details. (Click the Detail/Tax button to open the form.)

  1. On the Detail Material Usage/Taxes form (or the Detail Material Returns/Taxes form), click the Zoom button beside the Quantity field.

  2. In the dialog box that opens, select Serialized Inventory or Both (if you also use Lot Tracking), and then click OK.

  3. In the detail entry form, enter a quantity, and then press the Tab key to move out of the Quantity field.

The Serialized Inventory dialog box opens.

  1. If you want to change a serial number assigned to an existing transaction, click the Zoom button beside the Serial Numbers field to open the dialog box.

  1. If you need to change transaction date, type it in the Transaction Date field, or click the calendar icon beside the field to select a date.

  2. To assign serial numbers, either:

  • Type a serial number in the blank field above the Available Serial Numbers list, then click the Include button,

Or

  • Highlight a number in the Available Serial Numbers list, and then click the Auto Allocate button.

Serial numbers that are available for the specified item appear in the Allocated Serial Numbers list.

  1. Apply the resulting serial numbers to the transaction by clicking the Exclude and Clear buttons.

You can edit or change serial numbers as required.

  1. Click Save, then click Close to return to the detail-entry form, or to the Lot Tracking form, if you use Lot Tracking and you chose to launch both programs in Step 1.

  2. If the Lot Tracking form opened, enter the lot tracking information.

  3. When you return to the detail-entry form, enter another detail, or click Close.

previous page start next page