How to assign serial numbers or lot numbers to items you are using in your company on Sage 300 Inventory Control
Steps:
- Open Inventory Control > I/C Transactions > Internal Usage.
- Process the internal usage transaction 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.
- If the item is serialized, use the Serials tab to allocate serial numbers as follows:
- To assign the required serial numbers to the selected item automatically, click Auto-Alloc.
- To assign serial numbers in sequence starting with a certain number, select the Auto-Allocate from check box, specify the starting serial number in the adjacent field, and then click Auto-Alloc.
- 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.
- If the item is lotted, on the Lots tab, 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-Alloc.
- To assign lot numbers in sequence starting with a certain number, select the Auto-Allocate from check box, specify the starting lot number in the adjacent field, and then click Auto-Alloc.
- 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.
- 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.