I/C Serial/Lot Numbers Allocation/Generation Screen

  1. Open Inventory Control > I/C Transactions.
  2. Select the screen for the type of document you want to enter (for example, Receipts or Shipments).
  3. Enter document information, including details for serialized or lotted items.

    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 Zoom button button).

The Assign Master button appears on the allocation screen used to assign serial and/or lot numbers for component and/or master items in an assembly. This button appears only if:

  • The master item and at least one component are serialized and/or lotted items.
  • Component numbers are already allocated.

Click this button to change the allocations that are assigned to the master item in the assembly.

Click this button to allocate required serial numbers or lot numbers automatically to items.

If you specify a number in the Auto-Allocate From field before you click the button, Inventory Control assigns numbers starting with the number you specify.

Allocated numbers appear in the list of serial number or lot numbers.

Click the Auto Gen button to generate all the serial numbers or lot numbers you require.

The program generates and assigns serial numbers and lot numbers, starting with the next serial number or lot number you specified.

If you did not specify the next number to use, the program automatically assigns the next available numbers.

Click this button to remove all allocated numbers from the list.

Click Close to close the screen.

The Return All button appears when you are processing a return of serialized or lotted items. Click it to return all the allocated numbers in the list.

Specify the starting lot number from which to automatically allocate lot numbers:

  1. Select the Auto-Allocate From option.
  2. In the Auto Allocate From field, specify a starting lot number.
  3. Click the Auto Alloc button to allocate the required number of lot numbers, starting from the specified number.

When you auto-generate lots, you must enter a number in one of these fields to define how the lots are generated:

  • Make __ Lots. If you want to create a fixed number of lots, with the quantity evenly distributed across all of the lots, enter the number of lots.

    Example: If you create 10 lots and have 400 items, each lot will have 40 items.

  • Each Lot Has __. If you want to distribute a fixed quantity to each lot, enter the number to include in each lot.

    Example: If you want to have 50 items in each lot, the process will generate the number of lots needed to accommodate the quantity of items.

This field displays the next sequential lot number available for the item. You can:

  • Click Add to add the displayed number to the Lot Numbers list. Repeat this for as many numbers as you need.
  • Click Auto-Gen to add the required number of lot numbers to the Lot Numbers list, starting from the displayed number.

After you add numbers, this field displays the next lot number that is now available.

This field displays the next sequential serial number available for the item. You can:

  • Click Add to add the displayed number to the Serial Numbers list. Repeat this for as many numbers as you need.
  • Click Auto-Gen to add the required number of numbers to the Serial Numbers list, starting from the displayed number.

After you add numbers, this field displays the next number that is now available.

Overview

Use the I/C Serial/Lot Numbers Allocation screen or I/C Serial/Lot Numbers Generation screen to allocate or generate serial or lot numbers.

Serials Tab

On the Serials tab, you assign serial numbers to serialized items when you enter adjustments, assemblies and disassemblies, shipments, receipts, internal usage transactions, physical inventory quantities, and transfers.

Serial numbers are used to track individual items. Each serial number must be unique to one specific item.

Example: An electronics retailer can use serial numbers to record sales of items that have warranties.

Lots Tab

On the Lots tab, you assign lot numbers to lotted items when you enter adjustments, assemblies and disassemblies, shipments, receipts, internal usage transactions, physical inventory quantities, and transfers.

Lot numbers are used to track groups of items. Unlike serial numbers, a lot number can be allocated to multiple items.

Example: A food distribution company can use lot numbers to record purchases and sales of unique batches of product.