Serial/Lot Entry (SOC145)

Serial/lot entry is only available if the OE/Serial Lot Entry control is set to M-Assign in either Entry or Confirmation or N-Assign in Confirmation in SO Static Control F/M.

If you choose Y, B or C in the Assume Shipment window on an order with serialized or lot items, the Serial/Lot Entry window automatically appears. If you manually commit each line item this system displays a message asking if you want to access the Serial/Lot Entry (SOC145) program.

Use this window to assign serial numbers or lot numbers for items you are confirming.

Serial/Lot costing options

You have the ability to cost serial and lot items by the system cost (costing method for the module). The feature provides for GAAP compliance. For the FACTS SO, IC and MC modules, you can decide if the cost for serial and lot items will be averaged actual (as it has always operated in the past) or system cost (costing method for the module). The default setting for each Static Control F/M is A-Averaged Actual (same behavior as they have before the monthly is applied). To take advantage of this, change the option to S-System Cost for each of the applicable modules. The net result of selecting S-System Cost is that serial/lot items will be costed like non-serial/lot items.

Over-commitment of serial/lot Items

The over-commitment of serial/lot items is not allowed in Order Entry and Confirmation Entry. If the OE Serial/Lot# Entry flag in SO Static Control is set to "M" or "N" then you can under commit serial/lot items.

The system recalculates quantities if:

The system displays the message "Improper ser/lot assignment. Quantities changed for line XXX" then recalculates as follows:

In the Daily Sales Register, if the Serial/Lot shipped amount doesn't match the order's shipped amount the system now displays a message and return to the menu and no longer displays an error 40. The system also displays a message if the Serial/Lot committed amount is greater than the order's committed amount and returns to the menu.

Confirming serial and lot items

When the system displays the Serial/Lot Entry (SOC145) window, the item number automatically displays in the Item field and the document number displays in the Document field.

Click field descriptions for information on each field.