How to Assign Serial Numbers or Lot Numbers to Items When You Update Inventory Quantities in Sage 300 Inventory Control
Steps:
- Open Inventory Control > I/C Physical Inventory > Physical Inventory Quantities.
- Process the physical inventory count 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).- Note: You generate serial and lot numbers when you are increasing the quantity, and allocate serial and lot numbers when you decrease the quantity.
- 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: 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.
- To add or assign the required serial numbers to the selected item automatically, click
- Use the Lots tab to adjust a lotted item, as follows: 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.
- Note: If you are decreasing the quantity for a lotted item, you follow the same procedure, except
- 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.