Items with Lot and Serial Numbers: Implementation Checklist
The following sections provide details you can use to ensure that the system is configured properly for processing items with lot and serial numbers.
Implementation Checklist
Before you begin processing purchase and sales documents that include stock items with lot and serial numbers, you should make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist.
| Form | Criteria to Check |
|---|---|
| Enable/Disable Features (CS100000) form | Make sure that the Lot and Serial Tracking feature is enabled. |
| Inventory Preferences (IN101000) form | Make sure that all necessary settings related to inventory and order management have been specified, as described in Configuration of Order Management: General Information. |
| Lot/Serial Classes (IN207000) form | Make sure that lot and serial classes with the needed settings have been created, as you will learn to do in Items with Lot and Serial Numbers: Implementation Activity. |
| Item Classes (IN201000) form | Make sure that the needed lot or serial classes are specified in settings of item classes, as you will learn to do in Items with Lot and Serial Numbers: Implementation Activity. |
| Stock Items (IN202500) form | Make sure that the needed lot or serial classes are specified in settings of stock items, as you will learn to do in Items with Lot and Serial Numbers: Implementation Activity. |
Testing of Settings
To make sure that all settings are configured correctly, we recommend that you process a purchase and a sale of stock items with lot or serial numbers, as is done in Items with Lot and Serial Numbers: To Purchase and Sell Serialized Items, Items with Lot and Serial Numbers: To Sell Items in Lots, and Items with Lot and Serial Numbers: To Purchase and Sell Lot-Numbered Items that Expire.