O/E Serial/Lot Numbers Allocation/Generation Screen

  1. Open  Order Entry > O/E Transactions.
  2. Select the screen for the type of document you want to enter (for example, Order Entry).
  3. Enter document information, including details for serialized or lotted items.
  4. Select a detail for a serialized or lotted item, and then:
    1. In the Qty. Ordered field, enter a quantity for the item, and then press Tab or click the Qty. Ordered column header. If your system is set up to use the Qty. Ordered field to allocate serial/lot numbers, the Serial/Lot Numbers Allocation screen appears. Otherwise, proceed to the following step.
    2. In the Qty. Shipped field, enter a quantity for the item, and then press Tab or click the Qty. Shipped column header.
    1. Click Components. The O/E Kitting Components screen appears, listing the component items that make up the kit.
    2. Select a serialized or lotted component item. The Serialized/Lotted column displays Yes for items that are serialized or lotted.
    3. In the Qty. Ordered field, enter a quantity for the item, and then press Tab or click the Qty. Ordered column header. If your system is set up to use the Qty. Ordered field to allocate serial/lot numbers, the Serial/Lot Numbers Allocation screen appears. Otherwise, proceed to the following step.
    4. In the Qty. Shipped field, enter a quantity for the item, and then press Tab or click the Qty. Shipped column header.

Click this button to generate 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 quantities.

Note: If you specify a number in the Start Allocating At field, the program allocates serial numbers or lot quantities 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.

Note: When generating lot numbers, you must use the Make [ ] Lots OR Each Lot Has [ ] field to specify how lot numbers are generated.

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, Order Entry 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 to Yes, and updates the available lot quantities for each lot.

Note: This button appears only if you use the Use the Qty Ordered field in OE for the Allocation of Serial Numbers option in I/C. For more information, see the Inventory Control help.

Displays the item number from the document detail.

Displays the location specified for the document detail.

The stock date is assigned when you ship items from inventory or return them to inventory.

The stock date is used 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 how many quantities are shipped for 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 items you are returning to inventory.

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 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 expiry date for a lot.

There are various reasons a lot may have an expiry date. For example:

  • If the lot contains perishable items, the expiry date could indicate when the items are no longer suitable for use.
  • If the lot contains entry ballots for a contest, the expiry date could indicate the last day that entries will be accepted.

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 items you are returning to inventory.

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 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.

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

Use the O/E Serial/Lot Numbers Allocation screen or O/E 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 orders, shipments, debit notes, and credit notes.

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 orders, shipments, debit notes, and credit notes.

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.