Allocating Serial and Lot Numbers to Material Transactions

Project and Job Costing is fully integrated with Sage 300 Serialized Inventory and Lot Tracking, which you can use to track material transactions you process using Material Usage, Material Returns, and Adjustments screens.

If an item in a transaction detail uses serial and/or lot numbers, you can allocate serial/lot numbers to the item.

To allocate serial/lot numbers for a transaction detail:

  1. Enter a material usage or material return detail as usual.
  2. In the Quantity field for the detail, enter the item quantity and then press Tab.

    A Serial/Lot Numbers Allocation screen appears.

  3. Allocate serial numbers and lot numbers as required.

    The quantity of serial numbers or lot numbers you require appears in the lower left part of the screen. The quantity remaining to be allocated is reduced as you allocate numbers.

    Ways to allocate serial numbers

    • In the Serial Number list, allocate serial numbers one at a time by manually entering them or by using the Finder.
    • On the Serials tab, click Auto-Alloc. to allocate all required serial numbers.
      • By default, serial numbers are allocated starting with the first available serial number, but you can specify a different starting number. To do this, select the Auto-Allocate From option, and then enter a number in the field.
      • If there are fewer serial numbers available than are required, all available serial numbers will be allocated, and a message will notify you that not all required serial numbers were allocated.

    Ways to allocate lot numbers

    • In the Lot Number list, allocate lot numbers one at a time by manually entering them or by using the Finder.
    • On the Lots tab, click Auto-Alloc. to allocate all required lot numbers.
      • By default, lot numbers are allocated starting with the first available lot number, but you can specify a different starting number. To do this, select the Auto-Allocate From option, and then enter a number in the field.
      • If there are fewer lot numbers available than are required, all available lot numbers will be allocated, and a message will notify you that not all required lot numbers were allocated.
  4. When the quantity of serial numbers and/or lot numbers remaining is zero, click Close.