If
you are using serial numbers or lot numbers, then you will have access to the
Serial/Lot Processing menu item. Even if you are not using either one of
these, the menu option will still appear, unless you are using Multi-bin.
Since we do not allow serial or lot numbers to be used with Multi-bin, then we
will offer one option or the other, depending on how you have your system set
up.
Serial/Lot
Processing is an application that will be used to inquire on available
serial/lot items in stock or to change serial/lot items that have been issued
or sold from inventory.
Finally,
this application allows you to change the effective or expiration date for
serialized/lot items that have already been issued or sold from inventory or to
purge zero quantity on hand lot records from the Serial/Lot Transaction File.
Before using, the user should be familiar with Serial Number Tracking Control
in the Systems Manager manual.
Select
Serial/Lot Processing from the pull down I/M Processing window. The following
screen will then be displayed:
![](80/IM1903_files/image001.jpg)
The following options are available:
* Select the desired mode
from the Serial/Lot Processing menu bar
* Enter the data requested
on the screen
To return to the menu bar, press the ESC or
F10 key. To leave this application, press X for EXIT when positioned at the
menu bar.
Entry Field Descriptions
Change Serial/Lot Issues (Serial Numbers)
Name
|
Type
and Description
|
1. Item No
|
15 alphanumeric characters.
Enter the item number of the issued or sold serial
number.
Press the F7 key to search
for the item by partial item number or press the F8 key to search for the
item by partial description. Once an item is entered, change is not allowed
to this field.
|
2. Location
|
2 alphanumeric characters.
Enter the location the serial number was issued or sold
from.
Press the F7 key to search
for additional locations. Once a location is entered, change is not permitted
in this field.
|
3. Serial Number
|
15 alphanumeric characters.
Enter the serial number that
was issued or sold. Press the F1 key to bring up the next serial number on
file. Once a serial number is entered, change is not allowed to this field.
|
4. Customer No
|
6 alphanumeric characters.
Enter the customer number
the serial number was issued or sold to. Once a customer number is entered,
change is not allowed to this field.
|
5. Date Sold
|
A standard date format.
Enter the date the serial
number was issued or sold. Once a date is entered, change is not allowed to
this field.
|
6. Unit Cost
|
10 numeric digits, including
4 decimals places and an optional minus sign (999,999.9999‑).
Enter the unit cost of the
serial number. Once a cost is entered, change is not allowed to this field.
|
7. Effective Date
|
A standard date format.
Enter the effective warranty
date of the issued serial number.
|
8. Expiration Date
|
A standard date format.
Enter the expiration
warranty date of the issued serial number.
|
9. Batch No
|
6 numeric characters.
Enter the batch number.
|
Change Serial/Lot Issues (Lot Numbers)
Name
|
Type
and Description
|
1. Item No
|
15 alphanumeric characters.
Enter the item number of the issued or sold lot
number.
Press the F7 key to search
for the item by item number or press the F8 key to search for the item by
description. Once an item is entered, change is not allowed to this field.
|
2. Location
|
2 alphanumeric characters.
Enter the location the lot number was issued or sold
from.
Press the F7 key to search
for additional locations. Once a location is entered, change is not
permitted in this field.
|
3. Lot Number
|
15 alphanumeric characters.
Enter the lot number that
was issued or sold. Once a lot number is entered, change is not allowed to
this field.
|
4. Customer No
|
6 alphanumeric characters.
Enter the customer number
the lot number was issued or sold to. Once a customer number is entered,
change is not allowed to this field.
|
5. Date Sold
|
A standard date format.
Enter the date the lot
number was issued or sold. Once a date is entered, change is not allowed to
this field.
|
6. Unit Cost
|
10 numeric digits, including
4 decimals places and an optional minus sign (999,999.9999‑).
Enter the unit cost of the
lot number. Once a cost is entered, change is not allowed to this field.
|
7. Batch No
|
4 numeric characters.
Enter the batch number.
|
Change Serial/Lot File (Serial Numbers)
Name
|
Type
and Description
|
1. Item No
|
15 alphanumeric characters.
Enter the item number of the received or allocated
serial number.
Press the F7 key to search
for the item by item number or press the F8 key to search for the item by
description. Change is not allowed to this field.
|
2. Location
|
2 alphanumeric characters.
Enter the location the serial number was received into
or allocated from.
Press the F7 key to search
for code. Change is not allowed to this field.
|
3. Serial Number
|
15 alphanumeric characters.
Enter the serial number that
was received or allocated. Change is not allowed to this field.
|
4. Qty On Hand
|
A standard quantity format.
Enter the quantity on hand
for this serial number.
|
5. Qty Allocated
|
A standard quantity format.
Enter the date the serial
number was received or allocated. Change is not allowed to this field.
|
6. Cost
|
10 numeric digits, including
4 decimals places and an optional minus sign (999,999.9999‑).
Enter the unit cost of the
serial number. Change is not allowed to this field.
|
7. Batch No
|
4 numeric characters.
Enter the batch number.
|
8. Expiration Month
|
2 numeric digits.
Enter the expiration
warranty month of the received or allocated serial number.
|
9. Expiration Year
|
2 numeric digits.
Enter expiration warranty
year of the received or allocated serial number.
|
Change Serial/Lot File (Lot Numbers)
Name
|
Type
and Description
|
1. Item No
|
15 alphanumeric characters.
Enter the item number of the received or allocated lot
number.
Press the F7 key to search
for the item-by-item number or press the F8 key to search for the item by
description. Change is not allowed to this field.
|
2. Location
|
2 alphanumeric characters.
Enter the location the lot
number was received or allocated from. Change is not allowed to this field.
|
3. Lot Number
|
15 alphanumeric characters.
Enter the lot number that
was received or allocated. Change is not allowed to this field.
|
4. Qty On Hand
|
A standard quantity format.
Enter the quantity on hand
for this lot number.
|
5. Qty Allocated
|
A standard quantity format.
Enter the date the lot
number was received or allocated. Change is not allowed to this field.
|
6. Cost
|
10 numeric digits, including
4 decimals places and an optional minus sign (999,999.9999‑).
Enter the unit cost of the
lot number. Change is not allowed to this field.
|
7. Batch No
|
4 numeric characters.
Enter the batch number.
|
8. Expiration Date
|
2 numeric digits.
Enter the expiration
warranty month of the received or allocated lot number.
|
9. Expiration Year
|
2 numeric digits.
Enter the expiration
warranty year of the received or allocated lot number.
|
![](80/IM1903_files/image002.jpg)
Change Serial/Lot IssuesScreens
Screens
![](80/IM1903_files/image003.jpg)
Change Serial/Lot File
ScreensScreens
![](80/IM1903_files/image004.jpg)
Serial File Qty On Hand Integrity Checking
Multi-bin
is an enhancement that allows the user to store a particular item into multiple
bins and each bin can contain multiple different items.
This report only applies if you are using the Multi Bin
Vertical Package. It will compare the bin’s quantity on hand and allocated
against actual transactions. Any discrepancies are reported.
From the Inventory Menu à Processing à
Multi-bin Utilities à Utilities
à Bin Integrity Report à Print
This is a standard report that will prompt for starting and ending
item numbers, starting and ending locations, ask to check over allocation, ask
to print bin number, ask to show negative quantity on hand and ask to show
negative quantity allocated.
![](80/IM1903_files/image005.jpg)
This function only applies if you are using the Multi Bin
Vertical Package. On occasion, a Bin Inventory file record is not always
deleted when the item Quantity-On-hand reaches zero or when you freeze
inventory for that item in that bin. For those reasons, we have provided this
function to purge unnecessary data.
From the Inventory Menu à Processing à
Multi-bin Utilities à Utilities
à Purge Zero Bin Inventory à Purge
This is an automatic process. The only prompt you will
receive, prior to printing purge report, is a message regarding Physical Count
and Posting tags. If you have run a Physical Count and not yet posted the
Count tags, Do Not Post Count Tags.
![](80/IM1903_files/image006.jpg)