Assigning serial numbers to orders during shipping

If Force Serial/Lot Input in SA Administrator Options-Documents-Sales Orders-Entry Settings is selected, you must specify serial numbers in Sales Order Entry. If serial numbers are not assigned in Sales Order Entry, the product is picked without regard to serial numbers. You must then assign the serial numbers during shipping before the order can be invoice processed.

The Serial Number Entry field in SA Administrator Options-Documents-Sales Orders-Entry Settings determines how you select serial numbers.

  1. Select Sales > Entry > Shipping Feedback.
  2. Search for the order, and then open the record.
  3. In the Line Items view, open the record for a line that requires serial numbers.
    Note: If a line requires serial numbers, Serial is displayed in the Message column in the grid.
  4. In the Serial section, select the serial numbers to assign to the products. Use one of these methods:
    • To automatically select the oldest products, click Oldest.
    • To specify a new number or select an existing number, scan or manually specify the serial number in the Serial # field, and then click Add/Select Serial. Optionally, use the lookup to select an existing serial number.
    • To manually select a serial number, select Assigned for a serial number in the grid.
    • To create a new serial number, click New.
  5. Click Save after the quantity is fully allocated.

    If the Quantity to Allocate is not zero, you can decrease the quantity shipped. Click Yes to reduce the shipped quantity to the number of products that have been assigned serial numbers. Click No to assign serial numbers for the remaining products.

  6. On the Shipping Feedback Entry window, select the order and then click Ship/Unship to ship the order.