Serial- and lot-controlled products

Except for products that are assigned serial numbers at sale, you must assign control numbers to serial- or lot-controlled products that are adjusted during count entry. This procedure varies, depending on SA Administrator Options and Product Warehouse Product Setup settings in Distribution SX.e and the adjustment. If the adjustment is billable, the control numbers that you identify during count entry are included on the resulting stock order or return merchandise order. The control numbers can be viewed in Sales Order Inquiry.

An order that is generated through count entry can be identified by its SR-IC designation. The adjustments are also recorded in these functions:

  • Product Extended Lot Number Setup
  • Product Extended Serial Number Setup
  • Product Warehouse Product Setup-Costs

If a count unit of measure (UOM) is set up for a serial- or lot-controlled product in these functions, you must specify control numbers that are based on the count UOM:

  • Product Warehouse Product Setup
  • Product Setup

For example, you stock boxes of serial-controlled saw blades, but issue and count each saw blade individually. You must specify a serial number for each saw blade when you adjust inventory in Count Entry. If a count UOM is not specified, then count entry is based on the stocking unit in Product Setup.

This table shows how to assign serial and lot numbers when you adjust inventory in Count Entry:

Adjustment

Serial or lot

When assigned

How to assign for this function

Positive

Lot

Receiving

Specify an existing number or enter a new number.

Negative

Lot

Receiving

Specify an existing number.

Positive

Serial

Receiving

Specify a new number.

Negative

Serial

Receiving

Specify an existing number.

Positive or negative

Serial

Sale

Assignment is not required.