How to assign lot numbers to returned lotted items on Sage 300 Purchase Orders
Steps:
- Open Purchase Orders > P/O Transactions > Return Entry. For more information, see “P/O Receipt Entry Screen” (page 563).
- Enter the return as usual, with the following differences:
- After entering a value in the Quantity Returned field for the lotted items you want to
return, press the Enter key or the Tab key to display the Serial/Lot Numbers Allocation screen. If the correct number already appears in the Quantity Returned field, and you just want to change a lot number already allocated, click the Zoom button in the Quantity Returned column heading.- Note: If you selected a receipt number, only the lot numbers from that receipt are listed in the Serial/Lot Numbers Allocation screen. If you did not select a receipt number, enter the lot number manually or select it using the Finder.
- To return all the lot numbers that appear in the table, click Return All. “Ye”s appears in
the Returned column for all items in the table.- Note: The Return All button in the Return Entry screen returns all items on the entire
invoice, while the Return All button on the Serial/Lot Numbers Allocation screen returns only items for the selected detail line.
- Note: The Return All button in the Return Entry screen returns all items on the entire
- Allocate lot numbers automatically or manually, as follows:
- To generate lot numbers automatically, click the Auto-Allocate From option, and
then enter or select a value in the field that appears. Click the Auto-Alloc button to
allocate lot numbers sequentially starting with the value in the Next Lot Number
field. - To allocate lot numbers individually, select them from the Finder or type the
numbers.
- To generate lot numbers automatically, click the Auto-Allocate From option, and
- Click Close.
- Important! If the Remaining value is not zero, there are still lot numbers to assign. You cannot close the screen until the Remaining value is zero.
- After entering a value in the Quantity Returned field for the lotted items you want to