How to allocate serial numbers to returned serialized items on Sage 300 Purchase Orders


  1. Open Purchase Orders > P/O Transactions > Return Entry.
  2. Process the return. For more information, see “Entering Returns ” (page 161).
  3. Do one of the following:
    • Enter a value in the Quantity Returned field for the serialized items you want to return, and then press either Enter or Tab.
    • If the correct number already appears in the Quantity Returned field, and you just want to change a serial number already allocated, click the Quantity Returned column header.
    • The Serial Numbers Allocation window appears.
      • Note: If you selected a Receipt Number in the Return Entry window, only serial numbers from that receipt appear in the Serial Numbers Allocation window.
  4. If you did not select a Receipt Number in the Return Entry window, enter the serial number
    manually, or select it using the Finder.
  5. To return all the serial numbers that appear in the details grid, click Return All.
    • Note:
      • The Return All button in the Return Entry window returns all items on the entire invoice.
      • The Return All button on the Serial Numbers Allocation window returns all items for the specific detail line previously selected in the Return Entry window.
  6. Allocate serial numbers in one of the following ways:
    • Automatically. Select the Auto-Allocate From option, enter or select a value in the field that appears, and then click Auto-Alloc.
    • Manually. Enter serial numbers manually or select them using the Finder.
  7. Click Close.
    • Note: If the Remaining value is not zero, there are still serial numbers to allocate. You cannot close the window until the Remaining value is zero.