Assigning and tracking serial and lot numbers during replenishment

Serial-controlled products that are flagged for serial number assignment during receiving and lot-controlled products are assigned control numbers when they are received. These products are also tracked by their control numbers when they are transferred or moved. The procedure to assign and track serial or lot numbers varies, depending on SA Administrator Options and Product Warehouse Product Setup settings in Distribution SX.e and the function.

Serial-controlled products

This table summarizes serial number assignment and tracking during replenishment processes:

Function

When assigned

How to assign for this function

Special conditions

Inventory Movement > Move to Available

Receiving

Specify an existing number.

The list displays serial numbers, based on the unavailable reason.

Inventory Movement > Move to Available

Sales

Assignment is not required.

Inventory Movement > Transfer

Receiving

Specify an existing number.

Product must be serial-controlled and have serial numbers assigned during receiving in both warehouses.

If Oldest is selected in the Serial Number Entry field in SA Administrator Options-Documents-Transfer Orders-Processing, the oldest serial numbers, based on receipt date, are displayed.

Inventory Movement > Transfer

Sales

Assignment is not required.

Product must be serial-controlled and have serial numbers assigned at sales in both warehouses.

Issues & Returns > Back Order

Receiving

Specify an existing number.

If Oldest is selected in the Serial Number Entry field in SA Administrator Options-Documents-Sales Orders-Entry Settings, the oldest serial numbers, based on receipt date, are displayed.

Issues & Returns > Back Order

Sales

Specify a new number.

Receipts > Receiving > Customer Product Receipt

Receiving

Specify a new number.

Receipts > Receiving > Customer Product Receipt

Sales

Assignment is not required.

Receipts > Receiving > PO Receipt

Receiving

Specify a new number.

Receipts > Receiving > PO Receipt

Sales

Assignment is not required.

Receipts > Receiving > WT Ship/Receive - Shipping Warehouse

Receiving

Specify an existing number.

If Oldest is selected in the Serial Number Entry field in SA Administrator Options-Documents-Transfer Orders-Processing, the oldest serial numbers, based on receipt date, are displayed.

Receipts > Receiving > WT Ship/Receive - Shipping Warehouse

Sales

Assignment is not required.

Receipts > Receiving > WT Ship/Receive - Receiving Warehouse

Receiving

Click Accept to receive the serial numbers provided by the shipping warehouse, or enter a new number for each product.

If both warehouses assign serial numbers during receiving, the receiving warehouse must accept the serial numbers from the shipping warehouse. If these conditions are met, then the receiving warehouse must enter a new serial number for each product.

  • The shipping warehouse assigns serial numbers at sale.
  • The receiving warehouse assigns serial numbers during receiving
Receipts > Receiving > WT Ship/Receive - Receiving Warehouse

Sales

Assignment is not required.

Lot-controlled products

This table summarizes lot number assignment and tracking during replenishment processes. Lot numbers are assigned when the product is received.

Function

How to assign for this function

Special conditions

Inventory Movement > Move to Available

Specify an existing number.

The list displays lot numbers, based on the unavailable reason.

Inventory Movement > Transfer

Inventory Movement > Transfer

Specify an existing number.

Product must be lot-controlled in both warehouses.

If Oldest is selected in the Lot Number Entry field in SA Administrator Options-Documents-Transfer Orders-Processing, the oldest lot numbers, based on open date, are displayed with the specified quantities.

Issues & Returns > Back Order

Specify an existing number.

If Oldest is selected in the Lot Number Entry field in SA Administrator Options-Documents-Sales Orders-Entry Settings, the oldest lot numbers, based on open date, are displayed with the specified quantities.

Receipts > Receiving > Customer Product Receipt

Specify an existing number, or enter a new number.

Receipts > Receiving > PO Receipt

Specify an existing number, or enter a new number.

If you receive a PO RM, the quantity that is unavailable for each lot is displayed in the Lots window.

Receipts > Receiving > WT Ship/Receive - Shipping Warehouse

Specify an existing number.

If Oldest is selected in the Lot Number Entry field in SA Administrator Options-Documents-Transfer Orders-Processing, the oldest lot numbers, based on open date, are displayed with the specified quantities.

Receipts > Receiving > WT Ship/Receive - Receiving Warehouse

Click Accept to receive the product into the lot numbers provided by the shipping warehouse, or enter a new number.

If the lot exists in the receiving warehouse when you accept the lot numbers, the quantity is updated. If the lot does not exist, it is created.