Allocating Serial Numbers or Lot Numbers to a Shipment

During transaction entry, you can allocate serial numbers or lot numbers to items and to components of kitting items.

Note: You can specify (in Inventory Control) whether you will allocate serial numbers and lot numbers from the Quantity Ordered field or the Quantity Shipped field. For more information, see About Serialized Inventory and Lot Tracking .

To allocate serial numbers or lot numbers to items:

1. Open Order Entry > O/E Transactions > Shipment Entry.
2. Enter information for the shipment.
3. Do one of the following:
   • If you entered an order number and you are shipping all of the items on backorder, click Ship All.
   • If you did not enter an order number or you are not shipping all of the items on backorder, specify an inventory location for each serialized or lotted item detail. (Because serial numbers and lot numbers are maintained by location, you must specify a location before you enter a quantity.)
4. Allocate serial numbers and lot numbers to non-kitting items. More...
   1. On the Details table, select a detail for a serialized or lotted item, and then click the Qty. Shipped column header.

      The Serial/Lot Numbers Allocation screen appears. This screen includes a Serials tab if the item is serialized and/or a Lots tab if the item is lotted.

   2. 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.
   3. When the quantity of serial numbers and/or lot numbers remaining is zero, click Close to return to the O/E Shipment Entry screen.
5. Allocate serial numbers and lot numbers to kitting items. More...
   1. On the Details table, select a detail for a kitting item that includes serialized or lotted components.
   2. Click Components.
   3. On the O/E Kitting Components screen that appears, select a serialized or lotted item, and then click the Qty. Shipped column header.

      The Serial/Lot Numbers Allocation screen appears.

   4. 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.
   5. Click Close to return to the O/E Kitting Components screen.
   6. Click Close to return to the O/E Shipment Entry screen.