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How to: Record Serial Number and Lot Number Information

If you need to link special information to a specific item tracking number, for example, for quality assurance, you can do so in a serial or lot number information card.

To record serial or lot number information

  1. In the Search box, enter Sales Orders, and then select the related link.

  2. Create a sales order line for an item-tracked item.

    Proceed to assign serial and lot numbers to the sales order line.

  3. On the Lines FastTab, choose Line, and then choose Item Tracking Lines.

  4. In the Serial No. field, enter SN1, in the Lot No. field, enter LOT1, and then enter 1 in the Quantity (Base) field.

  5. On the Navigate tab, in the Line group, choose, for example, Serial No. Information Card.

    The Serial No. and Lot No. fields are prefilled from the item tracking line.

  6. Enter a short piece of information in the Description field, for example about the condition of the item.

  7. On the Navigate tab, in the Serial No. group, choose Comment to create a separate comment record.

  8. Select the Blocked check box to exclude the serial or lot number from any transactions.

To modify existing serial/lot number information

  1. In the Search box, enter Items, and then choose the related link.

  2. From the Item Card window, on the Navigate tab, in the History group, choose the Entries button, and then choose Ledger Entries.

  3. Choose the Lot No. or Serial No. field. If information exists for the item tracking number, then the Lot No. Information List or Serial No. Information List window opens.

  4. Select a card, and then, on the Actions tab, in the Functions group, choose Lot No./Serial No. Information Card.

  5. Modify the short description text, the comment record, or the Blocked field.

You cannot modify the serial or lot numbers or quantities. To do so, you must reclassify the item ledger entry in question. For more information, see Reclassifying Lot or Serial Numbers.

See Also

Other Resources

Item Tracking Lines
Serial No. Information Card