Click this button to add the number displayed in the Next Serial Number or Next Lot Number field.
Click this button to allocate all the required serial numbers or lot numbers.
Note: If you specify a number in the Auto-Allocate From field, the program allocates serial numbers or lot numbers starting with this number.
Allocated numbers appear in the list of serial numbers or lot numbers.
Click this button to generate all the required serial numbers or lot numbers.
These numbers are automatically assigned, starting with the Next Serial Number or Next Lot Number you specified.
If you do not specify the next number to use, Project and Job Costing automatically assigns the next available numbers.
Click this button to remove all serial or lot numbers.
Click this button to save the information you have entered and close the screen.
Click this button to ship all the detail items using the serial numbers or lot numbers listed on the screen. This changes the Shipped status for each serial number or lot number to Yes.
Displays the item number from the transaction detail.
Displays the inventory location specified for the transaction detail.
Inventory Control uses the stock date to calculate expiry dates.
Example: If an item is received on August 1st, and the number of days from which it expires is 30, August 31st will be the expiry date.
The stock date is also used to calculate quarantine release dates for lots.
Indicates how many lot quantities you have allocated.
Use this field to specify the lot number from which to start allocating quantities.
If you do not enter a number in this field, or if you clear the check box to the left of this field, quantities will be allocated starting with the first available lot.
Indicates how many lot quantities you have generated and assigned to the items you are returning to inventory.
Indicates the quantity you need to allocate to lots.
This field displays either the Quantity Ordered or the Quantity Shipped, depending on which of these fields you use to allocate lot numbers. (An option in Inventory Control determines this. For more information, see the Inventory Control help.)
Indicates the lot quantities that have been shipped. (The Quantity Shipped column indicates Yes for the shipped quantity in each lot.)
Enter a number in one of these fields to specify how lot numbers are generated when you click the Auto-Gen. button:
- Make [ ] Lots. Enter a number in this field to generate a specific number of lots. The required quantity is divided equally among the lots. If you return 400 items and you specify that 10 lots should be created, each lot has 40 items.
- Each Lot Has [ ]. Enter a number in this field to generate lots with a specific quantity in each lot. If you return 400 items and you specify that there should be 100 items in each lot, 4 lots are generated.
Displays the next sequential lot number that is available to be assigned to the item.
Note: When you assign a lot number, this field is updated automatically (so it always shows the next lot number that is available).
Displays the quantity shipped that you entered for the item detail in the order or shipment entry.
Indicates how many lot quantities you need to assign or ship.
When you are allocating or generating lot quantities, this field displays the difference between the lot quantities required and the number allocated or generated.
Note: You must allocate all the required lot quantities before you can save the allocation.
When you are identifying shipped quantities, this field displays the difference between the item quantity shipped and the lot quantities shipped.
Displays the unit of measure (such as DOZEN, BOX, or EACH) for an item.
The unit of measure determines how many lot numbers are Required, Allocated, Shipped, and Remaining.
Example: If the detail line specifies 2 as the order quantity, but the unit of measure is DOZEN and you have lots with available quantities of 6 EACH, when you click the Auto-Alloc. button, 0.5 dozen is allocated for 4 lots.
Indicates the lot numbers to which the current item quantities are allocated.
Indicates the quantity of items assigned to a lot.
Displays the quantity of items shipped from a lot.
If you click Ship All, the program updates the Quantity Shipped column with the quantity shipped in the item detail.
You can change the quantity shipped for a lot number.
Indicates how many serial numbers you have allocated.
Use this field to specify the serial number from which to start allocating serials.
If you do not enter a number in this field, or if you clear the check box to the left of this field, serial numbers will be allocated starting with the first available number.
Indicates how many serial numbers you have generated and assigned to the items you are returning to inventory.
Displays the next sequential serial number that is available to be assigned to the item.
Note: When you assign a serial number, this field is updated automatically (so it always shows the next serial number that is available).
Displays the quantity shipped that you entered for the item detail in the order or shipment entry.
Indicates how many serial numbers you need to assign or ship.
When you are allocating or generating serial numbers, this field displays the difference between the serial numbers required and the number allocated or generated.
Note: You must allocate all the required serial numbers before you can save the allocation.
When you are identifying shipped quantities, this field displays the difference between the item quantity shipped and the serial numbers shipped.
Indicates how many serial numbers you need to allocate.
This field displays either the Quantity Ordered or the Quantity Shipped, depending on which of these fields you use to allocate serial numbers. (An option in Inventory Control determines this. For more information, see the Inventory Control help.)
Indicates how many serial numbers have been shipped. (The Shipped column indicates Yes for the shipped serial numbers.)
Displays the unit of measure (such as DOZEN, BOX, or EACH) for an item.
The unit of measure determines how many serial numbers are Required, Allocated, Shipped, and Remaining.
Example: If the detail line specifies 10 as the order quantity, but the unit of measure is DOZEN, you must allocate 120 serial numbers.
Indicates the serial numbers that are allocated to the items in the current detail.
Indicates whether or not a serial number has been shipped.
To change the status for an individual serial number, double-click in the Shipped column for the serial number.
Note: To ship serials to match the quantity shipped in the entry detail, click Ship All.
Overview
If you use Serialized Inventory and Lot Tracking, you can allocate serial numbers and lot numbers to material that you use on a job and to material that you return to inventory from a job.
Inventory Control maintains serial numbers and lot numbers by location for serialized and lotted items.
You allocate these numbers in Project and Job Costing when you enter material usage and material return transactions for serialized or lotted items.
The Serial/Lot Numbers Allocation screen appears when you enter a quantity for a serialized or lotted item in the Material Usage screen, and then press the Tab key or click the Zoom button.
The Serial/Lot Numbers Generation screen appears when you enter a quantity for a serialized or lotted item in the Material Returns screen. It lets you identify existing serial numbers and lot numbers, or generate new numbers, for an item that you are returning to inventory.
Lots Tab
Use this tab to assign lot numbers to lotted items.
Lot numbers are used for tracking stock from the point of receipt through to the point of sale, and can be used to track returned items from the customer and back to the vendor. For example, a food distribution company can use lot numbers to record purchases and sales of unique lots.
Some industries, such as pharmaceuticals and meat-packing, are legally required to track the items that they purchase, manufacture, and ship.
Unlike serial numbers, many different items can share the same lot number.
Serials Tab
Use this tab to assign serial numbers to serialized items.
You use serial numbers to track inventory items from the point of receipt through to the point of sale.
You can also use serial numbers to track items returned by the customer, and back to the vendor.
Before you can assign serial numbers to items:
- Select the Serial Number option in the I/C item record to serialize the item.
- Create serial numbers for the item and inventory location.
You create serial numbers for items either when you receive them (in Inventory Control or in Purchase Orders), or using the Serial/Lot Reconciliation screen in Inventory Control.
To check serial numbers available at any location for an item you plan to use in material transactions, use the Serial Number Inquiry screen (available in Inventory Control).