How to allocate serial numbers and lot numbers for items that are kitting items on Sage 300 Order Entry

Steps:

  1. Open Order Entry > O/E Transactions > Copy Orders.
  2. Enter information about the source order(s) and the new order you are creating. For more
    information, see “Copying Orders ” (page 126).
  3. Click the Go button.  Details you can copy to the new order appear in the Copy Orders Detail table.
  4. Select the detail line for a kitting item, and then click the Kit Component button.  The O/E Kitting Components screen appears, listing the items that make up the kit. The Serialized/Lotted column displays Yes for each serialized or lotted item.
  5. Allocate numbers for each serialized or lotted item.
    1. On the detail line, select or tab to the Qty. Ordered field.
    2. Press the Tab key to leave the field.  The O/E Serial/Lot Numbers Allocation screen appears.
    3. Allocate serial numbers and/or lot numbers for the item. For more information, see “O/E
      Serial/Lot Numbers Allocation/Generation Screen” (page 527).
  6. When you have finished allocating serial numbers and/or lot numbers, close the O/E Serial/Lot Numbers Allocation screen and the O/E Kitting Components screen, and then finish editing information and details for the new order.
  7. Click Create to create the order.

Support

If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.