How to commit or distribute lot or serial items in Sage 100 Sales Order Entry
Summary
How to commit or allocate specific lot or serial numbers in Sales Order Entry for Sage 100 ERP; how to enable or disable the Enable Lot/Serial Distribution option Enabling this feature will allow you to select lot and serial numbers when you’re creating a Sales Order. The lot and/or serial numbers will print on sales orders and picking sheets. Note : This functionality for Sales Order Entry became standard in Sage 100 ERP (formerly Sage MAS 90 or 200) version 4.50. Lot/Serial distribution has always been available (and is required) in S/O Invoice Data Entry for Lot- or Serial-valued items.
Resolution
To enable or disable the Enable Lot/Serial Distribution setting in Sales Order Options:
- Open Sales Order, Setup menu, Sales Order Options
- Click the Line Entry tab
- Select (or deselect) the Enable Lot/Serial Distribution check box
- Click Yes if prompted with the message: “Changing the Enable Lot/Serial Distribution check box will result in updating existing lot/serial order lines. Do you want to proceed with these changes?”
- Note: If attempting to deselect (clear and disable) the checkbox, you must first make sure there are no orders in Sales Order Entry with line items that currently have any lot or serial number tiers distributed to them. Otherwise, you will receive the message: “You cannot clear the Enable Lot/Serial Distribution check box while tiers are distributed in Sales Order Entry.”
- If desired, also select the Require Lines to be Fully Distributed check box.
- Note: If this option is selected, you must commit or distribute a specific lot or serial tier to a Lot- or Serial-valued line item in Sales Order Entry.
- Note: If this option is not selected, you do not have to commit or distribute a specific lot or serial tier to a line item in Sales Order Entry. You can wait until S/O Invoice Data Entry.
- Click Accept
To make use of the functionality in Sales Order Entry (if enabled):
- Open Sales Order, Main menu, Sales Order Entry
- Click the Line Entry tab
- For Item Code, enter a Lot- or Serial-valued item number.
- For Ordered, enter a quantity.
- A Lot/Serial Number Distribution will appear.
- If Require Lines to be Fully Distributed in Sales Order Options was selected, you must commit a specific Lot or Serial tier to the item on the sales order, then click OK
- If the option was not selected, you do not have to distribute. If you don’t distribute, click OK or Cancel. Then click No when prompted with “The distribution is out of balance. Do you want to delete this line.
- Complete the rest of the sales order and click Accept
NOTE: The Lot/Serial Distribution button will not be available in Sales Order Entry if the line item is marked as a DS Drop Ship.