How to assign serial numbers or lot numbers to items in adjustments on Sage 300 Inventory Control

Steps:

Open Inventory Control > I/C Transactions > Adjustments.
Enter the adjustment, including details for serialized or lotted items, as usual. When you specify the quantity for a serialized or lotted item in a detail, and then tab out of the quantity field, the respective Serial/Lot Numbers Allocation or Generation screen appears. You
use it to assign the required serial numbers and lot numbers to items in the detail line. You can also open the Serial/Lot Number Allocation/Generation screen by clicking the quantity column heading (with the Zoom button).
- Tip: If you enter serial numbers or lot numbers manually in the following steps, make sure the numbers conform to the serial number mask or lot number mask assigned in the item record.
Use the Serials tab to adjust a serialized item, as follows:
1. If you are increasing the quantity, do one of the following:
  - To add or assign the required serial numbers to the selected item automatically,
    click Auto-Gen.
  - To add or assign one serial number at a time, in the Next Serial Number field,
    accept or change the number that appears, and then click Add.
  - To enter serial numbers manually, click the first line in the table (or press the Insert
    key to start a new line), and then use the Finder in the Serial Number column to select the number from a list of serial numbers available for the specified location.
    - Note: If you are decreasing the quantity, you follow the same procedure, except you click Auto-Alloc (instead of Auto-Gen), and you use the Auto-Allocate From field (rather than the Next Serial Number field) to allocate numbers.
2. If you are adjusting the cost, enter a cost adjustment value in the table for each serial
  number you assign or allocate.
  - Important! The total remaining cost must be zero before you can save the detail.
Use the Lots tab to adjust a lotted item, as follows:
1. If you are increasing the quantity, use the Make X Lots field or the Each Lot has X field to specify the required number of lots or the required quantity in each lot, and then do one of the following:
  - To assign the required lot numbers to the selected item automatically, click Auto-Gen.
  - To assign lots one at a time, accept or change the number that appears in the Next
    Lot Number field, and then click Add.
  - To enter lot numbers manually, click the first line in the table (or press the Insert key to start a new line), and then use the Finder in the Lot Number column to select the lot from the list of lot numbers available for the specified location.
    - Note: If you are decreasing the quantity for a lotted item, you follow the same procedure, except you click Auto-Alloc ( instead of Auto-Gen), and you use the Auto-Allocate From field (rather than the Next Lot Number field). Because you do not generate new lot numbers when decreasing quantities, the Make X Lots and Each Lot has X fields do not appear.
2. If you are adjusting the cost, you must enter a cost adjustment for each lot you assign or allocate.
  - Important! The total remaining cost must be zero before you can save the detail.
Click Close to return to the underlying transaction in the transaction entry screen.
- Tip: Before you try to close the screen, refer to the count section at the bottom of the screen to make sure you have assigned the required number of serial and/or lot numbers.
When you have finished entering the transaction, click Post.

Support

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