How to allocate serial numbers or lot numbers to kitting items on Sage 300 Order Entry

Steps:

Open Order Entry > O/E Transactions > Order Entry.
Enter information for the order.
Allocate serial numbers and lot numbers to non-kitting items.
1. In the Qty. Ordered field, enter a quantity for the item, and then press Tab.
  - Note:
    - If Inventory Control uses the option to allocate serial numbers and/or lot numbers using the quantity ordered, the Serial/Lot Numbers Allocation screen appears. You must allocate serial numbers and/or lot numbers before you can ship them using the Qty. Shipped field. If you allocate serial and/or lot numbers using the Qty. Ordered field, and you do not intend to ship any items at this time, skip step b.
2. In the Qty. Shipped field, enter a quantity for the item, and then press Tab.
  - Note:
    - If Inventory Control does not use the option to allocate serial numbers and/or lot
      numbers using the quantity ordered, the Serial/Lot Numbers Allocation screen
      appears.
  - The Serial/Lot Numbers Allocation screen includes a Serials tab if the item is serialized and/or a Lots tab if the item is lotted.
3. Allocate serial numbers and lot numbers as required. The quantity of serial numbers or lot numbers you require appears in the lower left part of the screen. The quantity remaining to be allocated is reduced as you allocate numbers.
  - In the Serial Number list, allocate serial numbers one at a time by manually
    entering them or by using the Finder.
  - On the Serials tab, click Auto-Alloc. to allocate all required serial numbers.
    - Note:
      - By default, serial numbers are allocated starting with the first available
        serial number, but you can specify a different starting number. To do this,
        select the Auto-Allocate From option, and then enter a number in the field.
      - If there are fewer serial numbers available than are required, all available
        serial numbers will be allocated, and a message will notify you that not all
        required serial numbers were allocated.
  - In the Lot Number list, allocate lot numbers one at a time by manually entering
    them or by using the Finder.
  - On the Lots tab, click Auto-Alloc. to allocate all required lot numbers.
    - Note:
      - By default, lot numbers are allocated starting with the first available lot
        number, but you can specify a different starting number. To do this, select
        the Auto-Allocate From option, and then enter a number in the field.
      - If there are fewer lot numbers available than are required, all available lot
        numbers will be allocated, and a message will notify you that not all
        required lot numbers were allocated.
4. When the quantity of serial numbers and/or lot numbers remaining is zero, click Close to return to the O/E Order Entry screen.
Allocate serial numbers and lot numbers to kitting items.
1. On the Details table, select a detail for a kitting item that includes serialized or lotted
  components.
2. Enter the quantity ordered and the quantity shipped for the kitting item, and then click
  Components. The O/E Kitting Components screen appears, listing the items that make up the kit. The Serialized/Lotted column displays Yes for items that are serialized or lotted.
3. For each serialized or lotted component item:
  1. In the Qty. Ordered field, enter a quantity for the item, and then press Tab. If your system is set up to use the Qty. Ordered field to allocate serial/lot numbers, the Serial/Lot Numbers Allocation screen appears. Otherwise, proceed to the following step.
  2. In the Qty. Shipped field, enter a quantity for the item, and then press Tab. If your system does not use the option to allocate serial numbers and/or lot numbers using the quantity ordered, the Serial/Lot Numbers Allocation screen appears.
  3. Allocate serial numbers and lot numbers as required. The quantity of serial numbers or lot numbers you require appears in the lower left part of the screen. The quantity remaining to be allocated is reduced as you allocate numbers.
    - In the Serial Number list, allocate serial numbers one at a time by manually
      entering them or by using the Finder.
    - On the Serials tab, click Auto-Alloc. to allocate all required serial numbers.
      - Note:
        By default, serial numbers are allocated starting with the first
        available serial number, but you can specify a different starting
        number. To do this, select the Auto-Allocate From option, and then
        enter a number in the field.
        If there are fewer serial numbers available than are required, all
        available serial numbers will be allocated, and a message will notify
        you that not all required serial numbers were allocated.
    - In the Lot Number list, allocate lot numbers one at a time by manually
      entering them or by using the Finder.
    - On the Lots tab, click Auto-Alloc. to allocate all required lot numbers.
      - Note:
        By default, lot numbers are allocated starting with the first available
        lot number, but you can specify a different starting number. To do
        this, select the Auto-Allocate From option, and then enter a number
        in the field.
        If there are fewer lot numbers available than are required, all
        available lot numbers will be allocated, and a message will notify you
        that not all required lot numbers were allocated.
  4. Click Close to return to the O/E Kitting Components screen.
  5. Click Close to return to the O/E Order Entry screen.

Support

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