Assigning
Serial Numbers to P/O Returns and Credit/Debit Notes
Purchase Orders prompts you to allocate serial numbers when you return serialized items to vendors.
The following procedure also applies when creating a debit or credit note for a vendor, except you are starting from the Credit/Debit Note Entry form instead of the Return Entry form.
To assign serial numbers to returned serialized items:
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Open the Return Entry form, if you haven't already done so.
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Process the return as usual.
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Enter a value in the Quantity Returned field for the serialized items you want to return, and press either the Enter or Tab key to display the Serial Numbers Allocation form. If the correct number already appears in the Quantity Returned field, and you just want to change a serial number already allocated, click the Zoom button in the Quantity column.
If you selected a Receipt Number in the Return Entry form, only serial numbers from that receipt appear in the Serial Numbers Allocation form.
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If you did not select a Receipt Number in the Return Entry form, enter the lot number manually , or select it using the Finder.
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To return all the serial numbers that appear in the details grid, click Return All. Note that the Return All button in the Return Entry form returns all items on the entire invoice, while the Return All button on the Serial Numbers Allocation form returns all items for the specific detail line previously selected in the Return Entry form.
To allocate serial numbers automatically, select the Auto-Allocate From checkbox, enter or select a value in the field that appears, and then click the Auto-Alloc button. Available serial numbers appear in the grid.
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Allocate serial numbers individually by selecting them from the Finder or by entering the numbers manually.
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Click Close.
If the Remaining value is not zero, there are still serial numbers to assign. You cannot close the form until the remaining count is zero.
After closing the Serial Numbers Allocation form, you can complete and post the transaction.
See also