Lot/Serial Details

Form ID: (IN209600)

Attention: This form is available only if the Lot/Serial Attributes feature is enabled on the Enable/Disable Features (CS100000) form

You can use this form to view the settings of a unit of a stock item with a serial number or the units of a stock item with a lot number. You can change some of these settings, such as the manufacturer's lot or serial number of the item. Also, you can do the following:

View and modify the lot or serial attribute values
Upload an image of the unit
Add or update an extended description of the unit or units
Review the history of related inventory documents

If the Specify Lot/Serial Price and Description check box is selected on the Lot/Serial Classes (IN207000) form, you can also specify a sales price, the manufacturer’s suggested retail price (MSRP), and a brief description for a unit of a stock item with a lot or serial number. The sales price and description specified on this form will be inserted when the lot or serial number is specified in a line of a sales order or invoice.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Summary Area

In this area, you can select a stock item and a lot or serial number of that item. You can then view the basic settings of the unit with the selected serial number or the units with the specified lot number.


Element	Description
Inventory ID	The stock item. You can select an item on the current form only if its lot or serial class has the following settings specified on the Lot/Serial Classes (IN207000) form: Tracking Method: Track Lot Numbers or Track Serial Numbers Assignment Method: When Received
Lot/Serial Nbr.	The serial number of the unit of a stock item or the lot number of the units of the stock item. You can select an item and then select this number from a list of the item’s lot or serial numbers.
Manufacturer Lot/Serial Nbr.	The manufacturer's serial number for a unit of a stock item or lot number for units of the stock item. By default, the number is copied from the Line Details dialog box, which you can open for a line of the related purchase receipt on the Purchase Receipts (PO302000) form or inventory receipt on the Receipts (IN301000) if no purchase receipt has been created. You can change this value.
Description	The short description of the unit or units of the stock item. When the lot or serial number is specified in a line of a sales order or invoice, the system inserts this description in the Description box on the Details tab of the Sales Orders (SO301000) or Invoices (SO303000) form. The box is available for editing only if the Specify Lot/Serial Price and Description check box is selected on the Lot/Serial Classes (IN207000) form. By default, the system inserts the description that has been entered for the inventory receipt line. If the check box is cleared, this box is empty and unavailable for editing.
Lot/Serial Class	Read-only. The lot or serial class of the stock item.
Expiry Date	Read-only. The date after which the stock item should no longer be sold because of an expected decline in its quality or effectiveness if such a date is required based on the settings of the lot or serial class. If an expiration date is needed, you specify it on the Purchase Receipts (PO302000) or Receipts (IN301000) form when you create the receipt for the unit or units.
Sales Price	The sales price for a unit of the stock item. When this unit is added to a sales order or sales invoice, the system inserts this price in the Unit Price box on the Details tab of the corresponding form: Sales Orders (SO301000) form for the sales order Invoices (SO303000) form for the sales invoice By default, the default price of the stock item on the Stock Items (IN202500) form is displayed. This box is available for editing only if the Specify Lot/Serial Price and Description check box is selected on the Lot/Serial Classes (IN207000) form. If the check box is cleared, the box is empty and unavailable for editing.
MSRP	The manufacturer’s suggested retail price for the stock item, which can be used for informational purposes. By default, the MSRP specified for the stock item on the Stock Items (IN202500) form is displayed. You can override this value. This box is available for editing only if the Specify Lot/Serial Price and Description check box is selected on the Lot/Serial Classes (IN207000) form. If the check box is cleared, the box is empty and unavailable for editing.

Attributes Tab

You use this tab to view and modify the values of the lot or serial attributes defined for the selected units or unit of a stock item with a particular lot or serial number. The attributes listed in this table are those defined for the item in the Lot/Serial Attributes table of the Attributes tab of the Stock Items (IN202500) form. An attribute is a quality or characteristic that is defined in the system on the Attributes (CS205000) form. Lot or serial attributes are those specified for units of an item with particular lot or serial numbers.

Also, on the right side of this tab, you can select a file that contains an image of the unit and upload it to the system. If an image has been uploaded previously, it will be displayed on this tab.

Table 1. Attributes Table Columns
Column	Description
Attribute ID	Read-only. The name of the attribute.
Required	Read-only. A check box that indicates (if selected) that you must specify a value for this attribute. By default, the state of the check box is copied from the Lot/Serial Attributes table on the Stock Items (IN202500) form.
Value	The value of the attribute.

Table 2. Image Upload
Element	Description
Browse	A button that you click to look for the image you want to upload.
Upload	A button that you click to upload the selected image.

Description Tab

On this tab, you can create a description for the unit or units of the stock item. This expanded description may include tables, images, and web links, in addition to text.

History Tab

On this tab, you can view the history of inventory documents related to this unit of the stock item with a particular lot or serial number.

Table 3. Table Columns
Column	Description
Ref. Number	The reference number of the inventory document, which is also a link that you can click to open the document on its form.
Tran. Type	The inventory transaction type, which can be a transaction type related to an inventory operation (Receipt, Issue, Transfer, Adjustment, or Kit Assembly) or a transaction type (such as Invoice, Credit Memo, or Return) used in another system area if the account was shared by both that area and the inventory and order management area.
Date	The date when the inventory transaction was created. All transactions included in this document will have this transaction date.
Warehouse	The issuing or receiving warehouse for the unit or units of the stock item.
Location	The issuing or receiving location for the unit or units of the stock item. This column appears only if the Multiple Warehouse Locations feature is enabled on the Enable/Disable Features (CS100000) form.
UOM	The unit of measure of the unit or units of the received or issued inventory item in this inventory document.
Quantity	The quantity of units of the item in this inventory document.
Unit Cost	The cost of the unit or units of the stock item in this inventory document.
Unit Price	The price for the unit or units of the stock item in this inventory document.
Shipment Nbr.	The reference number of the shipment related to this inventory document, which is also is a link that you can click to view the shipment on the Shipments (SO302000) form.
Invoice Nbr.	The reference number of the sales invoice related to this inventory document, which is also is a link that you can click to view the invoice on the Invoices (SO303000) form.
Customer	The identifier of the customer who has ordered the unit or units of this item.
Customer Name	The name of the customer ordering the unit or units of this item.
Receipt Nbr.	The reference number of the purchase receipt related to this inventory document, which is also is a link that you can click to view the receipt on the Purchase Receipts (PO302000) form.
Vendor	The identifier of the vendor from which your company purchased the unit or units of this item.
Vendor Name	The name of the vendor.
Released	A check box that indicates (if selected) that the inventory document has been released.
Description	A brief description of the transaction.

Side Panel

While viewing an item unit's settings on the current form, you can use the Inventory Summary tab of the side panel to view the item's availability at warehouses. By clicking the tab's icon, you can open the Inventory Summary (IN401000) form. You can select the Expand by Lot/Serial Numbers check box to see the details about each item unit with a particular lot or serial number.

Since we left the side panel, we can mention that the form contains the side panel to the Inventory summary form. When opened it shows inventory summary for all units of the item. A user can select the Expand by Lot/Serial Numbers check box to see information for particular numbers.