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Work with Serial and Lot Numbers. 17 minutes to read.In this articleYou can assign serial numbers and lot numbers to any outbound or inbound document, and its posted item tracking entries are displayed in the related item ledger entries. You perform the work on the Item Tracking Lines page, which you can open from an inbound or outbound document.The matrix of quantity fields at the top of the Item Tracking Lines page displays the quantities and sums of item tracking numbers being defined on the lines. The quantities must correspond to those of the document line, which is indicated by 0 in the Undefined fields.As a performance measure, application collects the availability information on the Item Tracking Lines page only once, when you open the page.
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This means that application does not update the availability information during the time that you have the page open, even if changes occur in inventory or on other documents during that time.Items with serial or lot numbers can be traced both backwards and forward in the supply chain. This is useful for general quality assurance and for product recalls. For more information, see. NoteIf you want to track specific items or specific lots throughout their lifetime, you must choose the SN Specific Tracking and Lot Specific Tracking fields, respectively. As a result, when handling an outbound unit of an item with this item tracking code, you must always specify which existing serial number or which existing lot number to handle.
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This means that when selling a unit of the item, it must be applied against a specific pool of serial numbers or a specific lot number in inventory. Or in other words, a serial number or lot number assigned to the item when entering into inventory must follow that item type out of inventory.As this particular setup field covers all possible transactions with the item, the individual inbound/outbound fields will also be selected. However, the individual inbound/outbound fields have nothing to do with application across inventory - they merely define your company's work flow concerning when to assign item tracking numbers. To set up expiration rules for serial or lot numbersFor some items you might want to set up specific expiration dates and rules in the item tracking code. This functionality allows you to keep track of when specific serial numbers and lot numbers expire.Select an existing item tracking code, and then choose the Edit action.On the Misc. FastTab, select the following check boxes.
FieldDescriptionStrict Expiration PostingSpecifies that an expiration date assigned to the item tracking number as it entered inventory must be respected when it exits inventory.Man. Date Entry Reqd.Specifies that you must manually enter an expiration date on the item tracking line.Ignore Expiration DatesSpecifies that you do not want to calculate expiration dates.To set up warranties for serial or lot numbersFor some items, you might want to set up specific warranties in the item tracking code. This functionality allows you to keep track of when the warranties on specific serial or lot numbers in your inventory will run out.Choose the icon, enter Item Tracking Codes, and then choose the related link.Select an existing item tracking code, and then choose the Edit action.On the Misc.
FastTab, fill in the Warranty Date Formula field, and then select the check box as follows. FieldDescriptionWarranty Date FormulaSpecifies the last day of warranty for the item.Man. Warranty Date Entry Reqd.Specifies that you must manually enter a warranty date on the item tracking line.To record serial or lot number informationIf 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.Open a document that has serial or lot numbers assigned.Open the Item Tracking Lines page for the document.Choose, for example, the Serial No. Information Card action.The Serial No. NoteTo use item tracking numbers in warehouse activities, the Lot Warehouse Tracking and SN Warehouse Tracking setup fields must be selected, as they define the special principles in handling serial and lot numbers in warehouse activities.Choose the icon, enter Purchase Orders, and then choose the related link.Select the relevant document line and on the Lines FastTab, choose the Line action, and then choose the Item Tracking Lines action.You can assign serial or lot numbers in the following ways:. Automatically, by choosing Assign Serial No.
Or Assign Lot No. NoteTo 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.Select the relevant document and, on the Lines FastTab, choose the Order action, and then choose the Item Tracking Lines action.You can assign item tracking numbers in the following ways:. Automatically, from predefined number series: Choose the Assign Serial No. Or Assign Lot No. Action. Automatically, based on parameters you define specifically for the outbound item: Choose the Create Customized SN action.
Manually, by entering serial or lot numbers, without using a number series.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.Select the Create New Lot No. Field to organize the new serial numbers in a distinct lot.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 at the top displays dynamically the quantities and sums of the item tracking numbers that you define on the page. 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.
To select from existing serial or lot numbersWhen you are working with items that require item tracking and you are creating outbound transactions, where the items go out of inventory, you typically need to select the lot or serial numbers from those that already exist in inventory.The exact rules for handling item tracking numbers across your company are governed by the setup of the Item Tracking Code table. NoteTo handle item tracking numbers in warehouse activities, the item must be set up with SN/Lot Warehouse Tracking, as this dictates the special principles governing serial and lot numbers in the warehouse.From any outbound document, select the line that you want to select serial or lot numbers for.On the Lines FastTab, choose the Actions action, choose the Line or the Item action, and then choose the Item Tracking Lines action.On the Item Tracking Lines page, you have three options for specifying lot or serial number:. Select the Lot No. Or Serial No. Field, and then select a number from the Item Tracking Summary page. Choose the Select Entries action. The Select Entries page shows all lot or serial numbers along with availability information.In the Selected Quantity field, enter the quantity of each lot or serial number that you would like to use.Choose the OK button, and the selected item tracking information is transferred to the Item Tracking Lines page.Type or scan in the item tracking number.The matrix of quantity fields in the header dynamically displays the quantities and sums of the item tracking numbers you define on the page.
The quantities must correspond to those of the document line, which is signified by 0 in the Undefined fields.When you post the document line, the item tracking information is transferred to the associated item ledger entries. To handle serial and lot numbers on transfer ordersProcedures for handling serial and lot numbers that are being transferred between different locations are similar to those applied when items are sold and purchased.However, the transfer order is unique in that shipment and receipt are both done from the same transfer line and, therefore, use the same instance of the Item Tracking Lines page. This means that item tracking numbers shipped from one location must be received unchanged at the other location.The exact rules for handling item tracking numbers across your company are governed by the setup of the Item Tracking Code table.Choose the icon, enter Transfer Orders, and then choose the related link.Open the transfer order you want to process.
On the Lines FastTab, choose choose the Line action, choose the Item Tracking Lines action, and then choose the Shipment action.On the Item Tracking Lines page, assign or select serial or lot numbers as for any other outbound item transaction.When handling serial and lot numbers for transfer items, the items typically have numbers already assigned to them. Therefore, the process typically consists of selecting from existing serial or lot numbers.Post the transfer order, first ship and then receive, to record that the items are transferred carrying their item tracking entries.During the transfer, the Item Tracking Lines page remains locked for writing. ImportantIf you are reclassifying a lot to the same lot number but with a different expiration date, you must reclassify the entire lot, using one item reclassification journal line.
If you are reclassifying more than one lot to one new lot number, meaning that you are merging more than one lot into one new lot, you must enter the same new expiration date for all the lots. If you are reclassifying one existing lot to a second existing lot that has a different expiration date, you must use the expiration date from the second lot. If you leave the New Expiration Date field blank, the lot or serial number will be reclassified with a blank expiration date.If you have existing information on the old serial or lot number, you can copy it to the new serial or lot number. On the Item Tracking Lines page, choose the New Serial No. Information action or the New Lot No. Information action.
To copy information from the old lot or serial number, choose the Copy Info action. In the information list page, select the lot or serial number that you would like to copy from, and choose the OK button.If you want to modify the existing information for the lot or serial number, you can record lot or serial information.Post the journal to link the renewed item tracking numbers or expiration dates to the associated item ledger entrySee AlsoFeedback.
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Webeasy Professional 10 Serial Extra Templates For Microsoft Excel
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