About "Intelligent" Lot and Serial Numbers

You can assign prefixes to lot and serial numbers that include variable information such as the current month/day/year, the site, the reference type/number/suffix, and/or a literal value, as well as any constant values you specify. You can also still type in a standard prefix such as "SN-".

Maximum size for lot numbers, including the prefix, is 15 characters.  Maximum size for serial numbers, including the prefix, is 30 characters.

For information about lot prefixes, see Defining an Intelligent Lot Prefix.

For information about serial number prefixes, see Defining an Intelligent Serial Number Prefix.

Prefix Segments and Placeholders

On the Prefix Definition form, select from the options in this table to create the segments of the prefix. After you specify the segments and the order, they display in the Lot Prefix or S/N Prefix field as tokens, or placeholders, that are replaced by the assigned values when the numbers are actually generated.

See Examples of Serial Number Prefixes.

Note:  We recommend that Ref Num, Ref Line/Suffix, and Ref Release placeholders should be followed by a constant value of a hyphen (-) to ensure that results are as expected. We suggest that you use a hyphen because many other characters cannot be read in a bar code.
Placeholder Option Description Number of characters Notes
&M Month 2  
&D Day 2  
&Y Year 2  
&Z Year 4  
&T Reference Type 1 Character value based on the transaction type:

C - Project

I - Inventory(JIT/Kanban, Misc Receipts, etc.)

J - Job

O - Customer order

P - Purchase order

R - RMA

S - Production schedule

T - Transfer order

&N Reference Number 10 (TRIM) Value based on the transaction type:

Project number

Inventory - None

Job number

Customer order number

Purchase order number

Production schedule number

Transfer order number

&L Reference Line or Suffix 4 Value based on the transaction type:

Project task

Inventory - None

Job suffix

Customer order line number

Purchase order line number

RMA line number

Production schedule - None

Transfer order line number

&R Reference Release   Value based on the transaction type:

Project sequence

Inventory - None

Job - None

Customer order line release (if 0 then none)

Purchase order line release (if 0 then none)

RMA - None

Production schedule - None

Transfer order - None

&S Site 8 (TRIM) Alphanumeric site ID
&& Literal Value "&" 1  
(Constant) Constant value   Specify a value in the Placeholder Value field. These are static characters that are included in the prefix.  For example, you can use a hyphen (-) to separate the segments, or include SN- to indicate that this is a serial number.