How to: Assign Serial Numbers and Lot Numbers During Outbound Transactions

You can add serial numbers and lot numbers to any outbound document, and its posted item tracking entries are displayed in the related item ledger entries. There are two ways to add serial and lot numbers to outbound transactions:

• Selecting from existing serial or lot numbers. This applies when item tracking numbers have already been assigned during an inbound transaction. For more information, see How to: Select from Existing Serial Numbers and Lot Numbers.

• Assigning new serial or lot numbers during outbound transactions. This applies when item tracking numbers are not assigned to items until they are sold and ready to be shipped.

The different rules for item tracking numbers are set up in the Item Tracking Code Card window.

Note

To assign item tracking numbers in warehouse activities, the SN Warehouse Tracking and Lot Warehouse Tracking check boxes must be selected on the item’s item tracking code card.

To assign a serial or lot number during outbound transaction

1. Select the relevant document and, on the Lines FastTab, choose Actions, choose Order, and then choose Item Tracking Lines.

   You can assign item tracking numbers in the following ways:

   • Automatically, from predefined number series: On the Actions tab, in the Functions group, choose Assign Serial No. or Assign Lot No..

   • Automatically, based on parameters you define specifically for the outbound item: On the Actions tab, in the Functions group, Create Customized SN.

   • Manually, by entering serial or lot numbers, without using a number series.

2. For this procedure, assign a serial number automatically by choosing Assign Serial No.

   The Quantity to Create field contains the line quantity by default, but you can modify it.

3. Select the Create New Lot No. field to organize the new serial numbers in a distinct lot.

4. Choose the OK button to create a lot number and new individual serial numbers according to the quantity to handle on the related document line.

The matrix of quantity fields in the header displays dynamically the quantities and sums of the item tracking numbers that you define in the window. The quantities must correspond to those of the document line, which is signified by 0 in the Undefined fields.

When the document is posted, the item tracking entries are carried to the associated item ledger entries.

See Also

Other Resources

Item Tracking Code Card
SN Warehouse Tracking
Lot Warehouse Tracking
Selecting from Existing Serial/Lot Numbers