Assignment of Serial or Lot Numbers for Project Stock Items in Service Documents

In MYOB Acumatica, serial and lot numbers can be specified for project stock items on the Service Orders and Appointments forms if a service order or an appointment is linked to a project where Track by Project Quantity and Cost or Track by Project Quantity is specified in the Inventory Tracking box on the Projects form.

Important: To make it possible to manage project stock items, the Project-Specific Inventory feature must be enabled on the Enable/Disable Features (CS100000) form.

Serial or Lot Numbers for Project Stock Items in Service Orders and Appointments

You can assign lot or serial numbers to stock items with the Track Serial Numbers or Track Lot Numbers tracking method specified in the stock item's lot or serial class on the Lot/Serial Classes (IN207000) form.

You assign a lot or serial number on the Service Orders (FS300100) form, where serial or lot numbers are available in the Line Details dialog box in the Lot/Serial Nbr. column. To open the dialog box, select a detail line and click the Line Details button on the table toolbar of the Details tab. In service orders, you can assign serial or lot numbers to stock items whose lot or serial class has the When Received assignment method specified on the Lot/Serial Classes form.

On the Appointments form, you can select a lot or serial number in two ways:

Important: For stock items whose lot or serial class has the When Used assignment method specified on the Lot/Serial Classes form, a serial or lot number can be assigned only on the Appointments (FS300200) form.
  • In the lookup table that opens when you click the magnifier button in the Lot/Serial Nbr. column on the Details tab. This table only shows the serial or lot numbers for the selected project stock item.
  • In the Line Details dialog box that opens after you select a detail line and click the Lot/Serial Nbrs button on the table toolbar of the Details tab, only the serial or lot numbers of the selected project stock item are displayed.

For details about generating and assigning lot or serial numbers in appointments, see Assigning Lot or Serial Numbers to Stock Items in Appointments.