Lot/Serial Classes
Form ID: (IN207000)
You use this form to define the lot/serial classes. A lot/serial class is used to group inventory items with lot or serial numbers and to provide default settings for new items of the class. On this form, you can add new lot/serial classes and view existing lot/serial classes, modify their properties, and delete unused classes from the system. For details on configuring and using lot and serial numbers, see Items with Lot and Serial Numbers: General Information.
If the Lot and Serial Tracking feature is not enabled on the Enable/Disable Features (CS100000) form, the DEFAULT lot/serial class is automatically assigned to all item classes and individual stock items; lot and serial numbers are not assigned and tracked for items of the DEFAULT class.
Form Toolbar
The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.
Lot/Serial Settings Summary Area
In this area, you can enter basic information about a new lot/serial class and view information about an existing class.
| Element | Description |
|---|---|
| Class ID | The unique alphanumeric identifier of the lot/serial class; a string of up to 10 characters may be used. |
| Description | A brief description of the lot/serial class. |
| Tracking Method | The tracking method for the inventory lot/serial class. You can select one of the
following options:
|
| Track Expiration Date | A check box that indicates (if selected) that the system will track the expiration date for inventory items of this lot/serial class. This element is not used for classes with Not Tracked selected as their tracking method. |
| Required for Drop Shipments |
A check box that indicates (if selected) that the system will apply the selected tracking method to items of this class when the items are listed on drop shipments. If the check box is not selected, the system will not require specifying lot or serial numbers for items on drop-ship orders. For information on drop-ship orders, see Processing Sales with Drop Shipping. |
| Assignment Method | The method of assigning lot or serial numbers to the items. You can select one of the
following options:
If Not Tracked is selected in the Tracking Method box, the When Received option is selected in this box and it is unavailable for changing. Note: You cannot change an assignment method
selected for the lot/serial class for another assignment method
if there are any history transactions with any item of the
class, or any unreleased document that includes an item of the
class, or any non-zero quantity of any item of the class at any
location. |
| Issue Method | The method used to issue the items of this lot/serial class, which is not applicable
for items of the class for which the Not Tracked tracking
method is selected. You can select one of the following issue
methods:
If Not Tracked is selected in the Tracking Method box, the FIFO option is selected in this box and it is unavailable for changing. |
| Share Auto-Incremental Value Between All Class Items | A check box that indicates (if selected) that the same auto-incremental value should be used for all inventory items in the lot/serial class. If it is cleared, for each item, an individual auto-incremental value may be specified on the Stock Items (IN202500) form; if such a number is not set, the initial value for each item will be 0000 by default. |
| Auto-Incremental Value | For a newly created class, the initial value to be used for
generating new values (incremented by 1) in the lot/serial number
segment that has the Auto-Increment Value option selected in
the Type column on this form. The value will
change as follows:
|
| Auto-Generate Next Number | A check box that indicates (if selected) that the system will automatically generate the next number for items of the class with an auto-increment segment. If the check box is not selected, users should manually enter serial numbers. |
| Max. Auto-Generate Numbers | The maximum number of lot or serial numbers that can be generated at once for items of this lot/serial class. If a larger quantity of the item is specified for a document, only the maximum number of lot/serial numbers will be generated, with the excess quantity remaining with unassigned numbers. You can initiate the assignment of lot/serial numbers for unassigned quantity of the item manually. |
Numbering Settings Table
You can specify the structure of the lot/serial numbers in this table. Each row describes a segment of the lot/serial numbers to be used for items of the class.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
| Column | Description |
|---|---|
| Segment Number | The segment number of a lot or serial number, which is assigned automatically by the system. |
| Type | The type of segment value to be used for this segment. You can
use one of the following options:
|
| Value |
The specific value to be used in the lot/serial number segment for the Constant and Custom Date Format types. (Values are not required for other types of segments.) In this column, you enter the value as follows:
|