Assigning lot or serial numbers to transfers during shipping

Before you ship a transfer, control numbers for lot products, and serial products that are assigned serial numbers at receiving, must be recorded on the transfer. You must also assign serial numbers if these conditions are met:

The product is a serial-controlled product that is assigned a serial number at sales.
The Require Serials on non-Direct WTs option in SA Administrator Options is selected.

Select Transfer > Entry > Shipping.
Search for the transfer, and then open the record.

Note: If a transfer requires serial or lot numbers, Need Serial #/Lots is displayed in the Status Information column.
Click OK to open a journal.
Select a line that requires serial or lot numbers, and then click Serial or Lot.

Note: If a line requires control numbers, Serial or Lot is displayed in the Serial/Lot column in the grid.
Specify the control numbers for serial- or lot-controlled products. Click Save when the quantity is fully allocated.
To specify lot numbers, use one of these methods:
- To automatically select products from the oldest lots, click Oldest. Split across lots? is displayed. If you click Yes, the oldest lot number is assigned. Any remaining quantity is assigned the next oldest lot number. If you click No, the next oldest lot that can cover the entire quantity shipped is used.
- Select the lot, and then specify the quantity. Use the lookup to locate a lot number within the grid.
To specify serial numbers, 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.
- To create a new serial number, click New.
- To search for and select an existing serial number, click Lookup.
- Select the serial number in the grid.
On the Warehouse Transfer Shipping Entry window, select the transfer and verify that the transfer is in the shipped stage.
Click Submit.
Click Yes to confirm.