Receiving a purchase order with serial or lot products

Settings in SA Administrator Options determine whether you must assign serial numbers during receiving, which lots you can access, and if you can auto assign lots. If these conditions are met, you must assign serials numbers in Purchase Receipt of Inventory Entry:

  • Assign Serial# During Receiving in SA Administrator Options-Products-Defaults is selected.
  • The Product Warehouse Product Setup record indicates that serial numbers should be assigned at receiving.

If these conditions are met, you must assign serial numbers to products on direct order purchase orders (DO-POs):

  • Assign Serial# During Receiving is not selected.
  • Require Serials on Direct POs is selected.

If you must assign serial or lot numbers for a line, Needs Serial #/Lots is displayed in the Status Information column.

Note:  You cannot receive Blanket Purchase Orders (BL) in Purchase Entry Receipt of Inventory. This message is displayed: Can Only Receive PO, DO, BR, AC, or RM (5735)
  1. Select Purchase > Entry > Receipt of Inventory.
  2. Specify order criteria, and then click Search.
  3. Open the purchase order to receive.
  4. Click OK to open a journal.
  5. Specify the quantity that was received for each line.

    To change the quantity on multiple lines, select the lines and then select Actions > Set Qty Received to Zero or Set Qty Received to Zero or Set Qty Received to Qty Ordered.

    To specify the quantity that is unavailable or to create a comment, open the line item record.

  6. Open the line item that contains the serial or lot product.
  7. Click Show More to expand the Serial or Lot section.
  8. If the product is a serial-controlled, specify the serial numbers, and then click Save when the Quantity to Allocate is 0.

    To specify a serial number, use one of these methods:

    • Select the serial number in the grid.
    • Scan or manually specify the serial number in the Serial # field, and then click Add/Select Serial.
  9. If the product is lot-controlled, manually create or auto-assign a new lot, or assign the products to an existing lot. Click Save when the Quantity to Allocate is 0. Use one of these methods to specify a lot number:

    To assign products to a new lot, use one of these methods:

    • Click Auto Assign, and then specify the number of lot numbers required and the total quantity of product that were received.
    • Click New to create a new lot manually. Specify the lot and quantity, and then click OK. Optionally, change the Open Date in the grid.

    To assign products to an existing lot, use these steps:

    1. Click Lookup.
    2. Search for the lot, and then select it.
    3. Click OK.
    4. Specify the quantity in the grid. Optionally, specify the quantity the is unavailable.
  10. To cancel all receiving work, click Cancel Receiving Work on the Purchase Order Details window.
  11. To accept all receiving work and return to the Purchase Order Receipt of Inventory Entry window, click Submit.
  12. To view all receipts on this PO, click Receiving Report.
  13. When you are finished, click Final Update.
  14. Select printers.
  15. Indicate the print order for pick tickets.
  16. Click OK.
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