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Allocate Serial / Lot on Sales Order

Table of Contents [Hide/Show]    General Information    Setup    Logic    Un-allocate a Serial/Lot

General Information¶

The Allocate Serial/Lots screen allows you to allocate quantities of specific serial or lot numbers to a Sales Order.

Setup¶

In order to be able to allocate serial/lot numbers on an order, you must first check the Allocate at Order checkbox on the Item Master.

Logic¶

Allocating a serial/lot prevents it from being allocated on another sales order. It does not prevent it from being shipped or used in production.

You can view an item's allocations by going to the Item Master and clicking on the Lot# tab.

Un-allocate a Serial/Lot¶

There are 4 things that will un-allocate a serial/lot from a Sales Order.

• The Sales Order line is deleted
  

• The Sales Order is closed
  

• The line item is shipped
  

• The allocation is removed by editing the SO line