Receiving a warehouse transfer with serial or lot products

Serial and lot number assignment is determined by options in SA Administrator Options-Products and the control settings on Product Warehouse Product Setup records. If Assign Serial # During Receiving is selected, you must assign serial numbers when you receive the transfer. If a product requires number assignment, a message is displayed in the Status Information column.

  1. Select Transfer > Entry > Receipt of Inventory.
  2. Search for a transfer, and then open it.
  3. Click OK to open a journal.
  4. Select a line that requires serial or lot number assignment, and then specify the quantity received.
  5. Click the Serial or Lot button.
  6. If the product is serial-controlled, scan or manually specify the serial number in the Serial # field, and then click Add/Select Serial. Optionally, click New to specify a serial number. Click Save after the quantity is fully allocated.
  7. If the product is lot-controlled, auto-assign or manually create a new lot, or assign the products to an existing lot. Click Save after the quantity is fully allocated.

    To assign products to a new lot, click Auto Assign, if available. Specify the number of lot numbers required and the total quantity of product to receive.

    To create new lot numbers manually:

    1. Click New.
    2. Specify a new lot and the quantity to assign to the lot.
    3. Complete the other fields, and then click OK.

    To assign products to an existing lot:

    1. Click Lookup.
    2. Select an existing lot, and then click OK.
    3. Select Assign, and then specify the quantity.
    4. Complete the other fields, and then click OK.
  8. Click Submit to receive the transfer, and then perform the final update.
    See Receiving a warehouse transfer